What are the responsibilities and job description for the Financial Services Representative position at beBee Careers?
Empowering Financial Success
As a trusted advisor, you will build and expand client relationships while providing exceptional experiences. This involves assessing clients' financial needs and offering tailored solutions through bank products and services to help them achieve their current and future financial goals.
About the Role:
A key responsibility is sharing and recommending bank resources with clients, including traditional in-branch services, digital capabilities, and business partner resources. You will ensure individual goals are met through required levels of in-person and outbound calling activities that provide opportunities for valued solutions and recommendations via a needs-based philosophy.
Main Responsibilities:
• Share and recommend bank resources with clients, including traditional in-branch services, digital capabilities, and business partner resources
• Ensure individual goals are met through required levels of in-person and outbound calling activities that provide opportunities for valued solutions and recommendations via a needs-based philosophy
• Perform all functions related to opening and closing accounts, including assisting clients with account selection and complying with BSA and CIP requirements
• Facilitate consumer loan requests, maintain knowledge of loan policies, and assist with branch consumer loan portfolio(s)
• Uncover needs and refer clients to a partner-centric team working with small business, corporate, and institutional partners, as well as mortgage and financial advisors
• Maintain high-level client satisfaction by engaging clients and ensuring optimal customer experiences
• Process client requests and transactions in a positive, accurate, and professional manner, engaging in genuine conversations to identify needs and recommend solutions
Qualifications:
To perform this job successfully, you must be able to perform each essential duty satisfactorily. The listed requirements represent the knowledge, skill, and/or ability needed:
• Ability to motivate and present information in one-on-one and small group situations, to clients, customers, and other employees
• Embrace a team-centric approach to help clients in an evolving banking environment
• Coach and lead the branch team according to process and protocol in the absence of an AFCM
Requirements:
• High School Diploma/GED
• One year customer-facing and goal-oriented experience
• Registration with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment
• MS Office programs
• Social media platforms for brand awareness and market knowledge
Key Skills:
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Basic math skills and accuracy with handling cash and processing transactions
• Familiarity with banking products and services
As a trusted advisor, you will build and expand client relationships while providing exceptional experiences. This involves assessing clients' financial needs and offering tailored solutions through bank products and services to help them achieve their current and future financial goals.
About the Role:
A key responsibility is sharing and recommending bank resources with clients, including traditional in-branch services, digital capabilities, and business partner resources. You will ensure individual goals are met through required levels of in-person and outbound calling activities that provide opportunities for valued solutions and recommendations via a needs-based philosophy.
Main Responsibilities:
• Share and recommend bank resources with clients, including traditional in-branch services, digital capabilities, and business partner resources
• Ensure individual goals are met through required levels of in-person and outbound calling activities that provide opportunities for valued solutions and recommendations via a needs-based philosophy
• Perform all functions related to opening and closing accounts, including assisting clients with account selection and complying with BSA and CIP requirements
• Facilitate consumer loan requests, maintain knowledge of loan policies, and assist with branch consumer loan portfolio(s)
• Uncover needs and refer clients to a partner-centric team working with small business, corporate, and institutional partners, as well as mortgage and financial advisors
• Maintain high-level client satisfaction by engaging clients and ensuring optimal customer experiences
• Process client requests and transactions in a positive, accurate, and professional manner, engaging in genuine conversations to identify needs and recommend solutions
Qualifications:
To perform this job successfully, you must be able to perform each essential duty satisfactorily. The listed requirements represent the knowledge, skill, and/or ability needed:
• Ability to motivate and present information in one-on-one and small group situations, to clients, customers, and other employees
• Embrace a team-centric approach to help clients in an evolving banking environment
• Coach and lead the branch team according to process and protocol in the absence of an AFCM
Requirements:
• High School Diploma/GED
• One year customer-facing and goal-oriented experience
• Registration with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment
• MS Office programs
• Social media platforms for brand awareness and market knowledge
Key Skills:
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Basic math skills and accuracy with handling cash and processing transactions
• Familiarity with banking products and services
