YOU WANT EVERY OPPORTUNITY TO SUCCEED.
In today's economy, finding the right place to pursue your career can be a challenge. You want an employer who is well positioned to invest in your future. We actively create opportunities for our employees to support the communities we serve. We have been recognized for our accomplishments in workplace diversity. And through our commitment to your training and career development, you'll have every opportunity to achieve your career goals. we believe you're the greatest investment we can make.
You are applying for FINANCIAL SERVICES SPECIALIST
Become part of a team where community, diversity, and exceptional service are part of everyone's job. Invest in you!
Financial Services Specialist's (FSS) are required to Provide products and services to potential and existing customers in a professional manner. In this position, you will be responsible to Greet and assist potential and existing customers who are seeking information pertaining to banking services. Identify and respond to sales opportunities that arise from customer inquiries. Proactively assess clients' financial information by profiling to determine total current and future financial needs. Summarize and present action plan to discuss the appropriate product and service options. Recommend, present and sell appropriate products and services in accordance with established action plan. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools. Responsible for the portfolio growth and profitability as outlined. Actively consult with customers to update profiles and make them aware of new products and changes in the financial industry which would affect them. Explain service features including service charges, interest rates, etc. Open new accounts. Prepare all paperwork and assist the customer in signing of documents necessary to process new accounts. Ensure that the account has been set up properly and that the accurate sales credit was recorded. Assist in the maintenance of internal customer records. Interview consumer loan applicants and answer basic questions on consumer loan applications. Review applications for completeness and forward documents to consumer loan center for processing.
Requires 3+ years of banking operations/customer services and 2+ years of direct work experience in consumer financial products. Has general working knowledge of all consumer lending products. Strong written and verbal communication skills. Proficiency of PC Software.
