Financial Services Representative
1 week ago
We are seeking a Financial Services Representative to provide exceptional member service and support to our clients.
The ideal candidate will be responsible for:
- Providing front-line member service and support through various digital channels and in-person interactions.
- Building strong relationships with current and potential members by identifying their financial needs and providing personalized solutions.
- Processing a range of member transactions, including account openings, debit/credit card applications, and deposits.
- Supporting the achievement of annual branch goals and objectives by promoting First West products and services, participating in branch campaigns, and identifying cross-sell and referral opportunities.
- Staying knowledgeable about emerging issues, evolving regulations, and industry codes of conduct to protect the interests of the organization.
Required skills and experience include:
- High school diploma required
- Completion of FW Sales Essentials Course within 6 months of hire required
- College, trade, or tech school diploma (2 years) preferred
- 2 years of retail/customer service experience or equivalent required
- Sales and cash handling experience preferred
- Demonstrated ability to identify needs and recommend products and services to members
- Strong interpersonal skills and ability to build relationships with current and potential members
- Demonstrated ability to be positive, flexible to change, and work in a busy environment
- Proficient in computer software programs, including Microsoft Office
First West is an equal opportunities employer and welcomes applications from diverse candidates.
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