Financial Services Representative

Description:

As a Financial Services Representative you will build relationships by learning more about our members while assisting them with their banking transactions. Demonstrating excellent communication and interpersonal skills, you will be the trusted advisor for members who value the branch experience.

This is a Part-time, Temporary role located at Downtown Community Branch (Branch 10) and reports directly to the Assistant Branch Manager.

A typical day would involve:

• Performing member transactions consistent with established standards so that a high level of quality service delivery is achieved
• Identifying and assessing member/prospect needs to provide appropriate products, services and referrals
• Applying branch service standards, policies, procedures and controls to meet compliance requirements and mitigate risk
• Fully leverage and utilize the technical systems available so that the service experience for the member is efficient and seamless

You are:

• A problem solver - You have an analytical mind and can multi-task to come up with solutions
• Tech-savvy - People often say you’re a quick learner and great with technology & systems
• A great communicator - You find it easy to get to know others and have great conversations
• Ready for a challenge - You have a positive attitude and are able to work in a fast-paced changing environment

You Have:

• A High School Diploma - At a minimum, you have graduated high school and/or equivalent
• Customer Service Experience - At least 1 year of working experience interacting with people and businesses in a professional capacity