Senior Financial Services Specialist
2 days ago
We are seeking a skilled and motivated Senior Financial Services Specialist to join our team at BlueShore Financial. As a key member of our retail branch, you will play a vital role in providing exceptional service to our clients and driving business growth.
About the RoleThis is an exciting opportunity for a customer-focused professional to build their career in banking. You will work closely with our clients to understand their financial needs and provide tailored solutions that meet their goals.
Salary and BenefitsWe offer a competitive salary range of $50,000 - $65,000 per year, depending on experience, plus benefits including three weeks of paid vacation, health days, and a comprehensive Total Rewards Program.
Key Responsibilities- Process client transactions efficiently and accurately, ensuring a high level of customer satisfaction.
- Sell BlueShore Financial products and services, or refer clients to specialized staff as needed.
- Apply and uphold branch policies, procedures, and controls to meet compliance requirements.
- 1-2 years of customer service and cash handling experience (sales experience preferred).
- Opportunity to work in a world-class organization with a strong commitment to diversity and inclusion.
- Professional development opportunities to help you grow your career.
- A dynamic and supportive work environment with a focus on teamwork and collaboration.
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