What are the responsibilities and job description for the Financial Services Professional position at beBee Careers?
Job Overview
We are seeking a Financial Services Professional to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service, accurately performing high-volume customer banking transactions, and educating customers on new technology.
The ideal candidate will have excellent communication skills, be able to work in a fast-paced environment, and have a strong understanding of banking products and services.
In this role, you will also be responsible for identifying opportunities through meaningful conversations with customers, making appropriate referrals to branch staff, and performing lobby engagement activities to connect with customers.
Key Responsibilities
- Deliver a Unique Customer Experience: Aimed at improving customer financial well-being and creating loyalty while increasing share of wallet.
- Process Various Customer Interactions: Educate customers on alternatives available for their financial interactions and identify banking opportunities during the customer interaction.
- Apply Product and Procedural Knowledge: Solve customer problems and adhere to all policies and procedures.
