4 Financial Service Representative Jobs in Wappingers Falls, NY
Heritage Financial Credit Union is Hiring a Financial Service Representative Near Wappingers Falls, NY
Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed.
Our values are at the heart of everything we do. We believe in:
- Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
- Excellence: We strive to provide our members with the best possible service.
- Teamwork: We believe that we can achieve more together than we can alone.
- Respect: We treat each other with dignity and respect.
- Community: We are committed to giving back to the communities we serve.
Position DescriptionPosition Title: Financial Service Representative
Department: Retail Banking
Classification: Non-Exempt
Salary Range: $19.54-$24.43 an hour depending on experience, plus monthly incentives
REPORTING RELATIONSHIPSPosition reports to: Branch Manager
Positions Supervised: None
POSITION PURPOSEResponsible for promoting financial well-being so people may reach their fullest potential in life by promoting our credit union’s products and services to new and existing members. Our FSRs are to use all available tools and training to help our members accomplishes their goals and in the process find cross-sell opportunities that will benefit the member. In addition, our FSRs are to counsel members on credit score enhancement to assist them in building, enhancing and maintaining a strong financial future.
RequirementsQUALIFICATIONSEducation & Certifications
- 2 year college degree preferred
- Three to five years experience in sales and/or financial counseling; or a comparable combination of education and experience
- Experience working in a retail banking setting and have grown in a teller role.
- This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.
- Experience using P.C. based software and Microsoft Office, etc.
- Ability to project a professional appearance and positive attitude at all times.
- Excellent customer service and communication skills.
- Excellent communication and people skills.
- Self-leadership skills and eager to learn/grow.
- The ability to prioritize and manage multifunction tasks.
- Bilingual a plus.
Job Summary
Full Time
Banking
$52k-73k (estimate)
05/24/2024
07/17/2024
hhfcu.org
MIDDLETOWN, NY
200 - 500
Private
MICHAEL CIRIELLO
$10M - $50M
Banking
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The job skills required for Financial Service Representative include Customer Service, Products and Services, Leadership, Teamwork, Integrity, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Service Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Service Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Service Representative positions, which can be used as a reference in future career path planning. As a Financial Service Representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Service Representative. You can explore the career advancement for a Financial Service Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Service 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 Service Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Service 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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Maintain comprehensive knowledge of all services and products and update all request on development needs.
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Provide efficient sales and services to customers and monitor sales for all referral objectives.
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A financial service representative may advance his career by obtaining certifications and building up more and more accounts.
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To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.
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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 Service Representative jobs
Be very, very careful when selecting a financial services representative.
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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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Step 3: View the best colleges and universities for Financial Service Representative.
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