Financial Advocate 3 Traditional - St. Simons Island, GA
About The Position
The Financial Advocate focuses on developing and enhancing member relationships. This position assists members with opening a wide variety of products and services, processing card disputes, assisting with electronic devices, outbound sales calling, and other tasks to further deepen relationships. The successful candidate has experience in the financial industry with an understanding of operations, products and services, and related legal and regulatory requirements. He/She must be well organized and able to multi-task in a fast-paced sales and service environment. They must possess excellent computer and technology skills, communication skills, and have the ability to work effectively in a team environment.
Requirements
- Experience in the financial industry with an understanding of operations, products and services, and related legal and regulatory requirements
- Well organized
- Able to multi-task in a fast-paced sales and service environment
- Excellent computer and technology skills
- Communication skills
- Ability to work effectively in a team environment
Nice To Haves
- Previous experience in a consumer lending, sales and service environment within a financial institution
Responsibilities
- Assists members with opening a wide variety of products and services
- Processing card disputes
- Assisting with electronic devices
- Outbound sales calling
- Deepen relationships with members
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
51-100 employees
