We are seeking a dynamic individual to join our team as a Financial Services Associate. In this role, you will be the face of our organization, providing top-notch service to our valued customers both in-person and over the phone. Your responsibilities will include handling financial transactions, resolving customer inquiries, and supporting various administrative tasks. Proficiency in Microsoft Office software and excellent communication skills are essential for success in this role.
Key Duties: Serve as the primary point of contact for customer inquiries and requests. Process financial transactions accurately and efficiently. Assist with account management tasks, including account setup and adjustments. Maintain organized records and files. Collaborate with team members to ensure smooth operations. Participate in training programs to enhance skills and knowledge. Contribute to the achievement of team goals and objectives.Strong interpersonal and communication skills. Proficiency in Microsoft Office applications. Detail-oriented with strong organizational abilities. Ability to multitask and prioritize tasks effectively. Previous experience in customer service or financial services is a plus. Spanish speaking is a plus