Financial Services Representative II - Stratford
About The Position
As a Financial Services Representative II, you will build and maintain relationships with new and existing customers and help them achieve their financial goals. You will engage customers proactively, tailor interactions to their needs, and identify opportunities for growth and retention. The position balances routine transactions and customer interactions with support for more complex banking matters, contributing to branch growth and customers’ financial well-being. You will provide customer services such as financial needs-based conversations, account servicing, opening products and services, transaction processing, education about self-service options, and referrals. You will help deliver a positive customer experience, resolve complex issues, support branch operations and management, meet sales goals, participate in business development and bank-sponsored events, and pursue ongoing career development.
Requirements
- High school diploma or equivalent.
- Successful customer service and/or sales experience.
- Advanced customer service skills.
- Intermediate verbal, written, and listening skills.
- Intermediate problem-solving skills.
- Intermediate collaboration skills.
- Intermediate understanding of banking products and services.
- Advanced adaptability skills.
- Basic prioritization skills.
- Basic proficiency with MS Office.
- Intermediate critical-thinking skills.
- Intermediate negotiation skills.
- Intermediate relationship-building skills.
- Ability to stand, walk, bend, and stoop.
- Ability to sit at a desk for long periods and use a computer.
- Ability to occasionally move or lift up to 25 pounds.
Nice To Haves
- Some college.
- Previous experience in a retail bank or related industry.
- Prior cash-handling experience.
Responsibilities
- Engage customers in financial needs-based conversations; service accounts; open products and services; process transactions accurately; explain self-service options; and refer customers to partners.
- Build customer relationships through meaningful conversations, proactive engagement, and solutions that anticipate and fulfill customer needs.
- Identify referral opportunities and refer customers to branch associates, internal partners, and external vendor partners; partner on business development activities.
- Assist with complex banking and customer service issues that may require research or collaboration with other teams, while maintaining ownership of the customer interaction and relationship.
- Follow established processes, guidelines, and applicable compliance directives in daily branch work.
- Assist other associates within defined authority limits and support branch management with operational tasks.
- Participate in and support the bank’s strategic plan to grow the retail bank’s business.
- Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services.
- Develop skills through assigned and self-sourced training, branch coaching and observations, and other learning opportunities.
- Attend and participate in bank-sponsored events to enhance the bank’s visibility and contribute to customer acquisition.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability coverage
- Other voluntary benefits
- 401(k)
- Paid time off
- Paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
