Financial Service Representative
About The Position
This position embodies the Washington Trust Bank culture, by remaining focused on the customer experience in all aspects of their decisions. The Financial Service Representative provides professional financial advice, guidance and solutions to customer inquiries and problems. Accurately and efficiently opens all branch related products for customers. Responsibilities may include administrative duties, maintenance of accounts, branch audits, wire processing and teller duties. Must be proficient in bank products, sales and service skills.
Requirements
- Excellent written and verbal communication and interpersonal skills.
- Ability to consistently sell appropriate products & services.
- Related retail or sales experience.
- Strong customer service skills.
- Strong ability to prioritize & handle multiple tasks with accurate attention to detail.
- Strong problem solving and decision-making skills.
- Proficient with computer applications and financial calculations.
- Required to maintain the security and confidentiality of Bank and customer information.
- Completion of appropriate Training.
- May be required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS)
Responsibilities
- Effectively refers customers to other departments, when appropriate.
- Proactively Maintains current knowledge of Bank products as well as awareness of competitor products and services.
- Efficiently and accurately opens all branch related products.
- Participates in outside leads and networking groups.
- Participates in community organizations and business development activities.
- Actively manages customers through the sales process.
- Provides professional financial advice, guidance and solutions to customer inquiries and problems.
- Works with other bank personnel to proactively meet customer needs in an efficient manner across department lines.
- May perform teller duties to support the needs of the branch.
- Maintain a positive attitude while assisting and achieving service expectations.
- Accountable for compliance with Bank policy & procedures.
- Conducts other duties as assigned by a manager.
- Proactively identify and prevent fraud situations.
Benefits
- Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
No Education Listed
Number of Employees
501-1,000 employees
