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Financial Services Representative
$44k-55k (estimate)
Full Time | Banking 4 Weeks Ago
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Credit Union of America is Hiring a Financial Services Representative Near Manhattan, KS

Responsibilities:
- Provide exceptional customer service to clients seeking financial services
- Build and maintain strong relationships with clients to understand their financial goals and needs
- Assist clients with various financial transactions, such as deposits, withdrawals, and transfers
- Perform accurate and efficient 10-key typing for data entry purposes
- Process debits and credits accurately to ensure proper account management
- Utilize cash management systems to handle cash transactions and balance cash drawers
- Educate clients on financial products and services offered by the bank
- Identify opportunities for upselling additional financial products to clients
- Collaborate with team members to achieve sales targets and meet customer satisfaction goals

Qualifications:
- Previous experience in a customer-facing role, preferably in a financial services setting
- Strong knowledge of banking operations, including cash handling and transaction processing
- Excellent relationship management skills with the ability to build trust and rapport with clients
- Proficiency in using cash registers and other point-of-sale systems
- Familiarity with basic accounting principles and the ability to understand debits and credits
- Effective communication skills, both verbal and written, to interact with clients and team members
- Ability to work in a fast-paced environment while maintaining attention to detail
- Strong sales skills with the ability to identify upselling opportunities and meet sales targets

Note: This job description is not exhaustive and may be subject to change or modification at any time.

Job Type: Full-time

Pay: $18.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Tuition reimbursement
  • Vision insurance

Experience level:

  • 1 year
  • No experience needed

Schedule:

  • Monday to Friday
  • Weekends as needed

Ability to Relocate:

  • Manhattan, KS: Relocate before starting work (Required)

Work Location: In person

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$44k-55k (estimate)

POST DATE

03/29/2024

EXPIRATION DATE

04/09/2024

WEBSITE

cuofamerica.com

HEADQUARTERS

WICHITA, KS

SIZE

50 - 100

FOUNDED

1935

TYPE

Private

CEO

TANYA LOPER

REVENUE

$10M - $50M

INDUSTRY

Banking

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About Credit Union of America

Credit Union of America providesfinancial related solutions and services.

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If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Services Representative job description and responsibilities

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.

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To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

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A financial service representative provides financial advice and matches financial products with customers' needs and goals.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Services Representative jobs

Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.

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Opt for more than a basic bank account.

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Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.

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Soft skills for financial services representative roles can be of help.

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Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.

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Step 3: View the best colleges and universities for Financial Services Representative.

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