Financial Services Representative
Paycom
Education:High School Diploma (or GED or High School Equivalence Certificate)Customer service experience preferredFinancial institution experience preferredKnowledge:Excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employeesMathematical skillsProficient with Microsoft OfficeStrong communication skillsStrong organizational skillsDetail oriented, high degree of accuracyCompetent with computers (Windows-based operating system), telephone, 10-key and other office machineryAbility to work in a fast-paced environment & under pressure as neededAbility to make sound decisions. This may include making on the spot decisions regarding customer transactions, weighing customer satisfaction issues with the Bank's risk.Ability to think through and rationalize decisionsFamiliar with banking regulations as it relates to new accountsEnglish language knowledge. Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammarTasksProvide excellent customer service while maintaining a high degree of accuracy and professionalism.Open new accountsAssist customers with debit card replacements and disputesIssue new debit cardsProcess check ordersProcess stop paymentsInitiate Fresh Start plan for customersPerform Teller duties when the need arises and use this as an opportunity to enhance the banking experience for new customers.Answer incoming phone calls in a friendly and professional manner.Resolve problems or discrepancies concerning customers' accounts.Promote the bank's services, answer customer questions, and promote other bank products and services.Answer basic customer inquiries regarding products while complying with disclosure requirements, regulations, and consumer privacy policies.Verify and examine information on new account applications during detailed interactions with bank customers.Always make a customer feel appreciated by thanking them for their business.Participates in special projects as assignedOther duties as required #J-18808-Ljbffr Paycom
- ...hiring! Jumpstart your career by attending our Virtual Hiring Event, where you’ll have the chance to learn about our Financial Services Representative role, build connections with current Schwabbies, and be invited to interview with one of our Talent Advisors. If you’...SuggestedDay shift
$75k - $90k
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...organization. Previous Experience: Background in teaching and coaching, bringing mentorship and team-building experience into financial services. Passionate About: Spending time with family, following the Texas Rangers, college football, and being active in church....Work at officeWork from homeFlexible hours$120.56k
...coaching, bringing mentorship and team-building experience into financial services. Passionate About: Spending time with family, following... ...may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance...Work at officeLocal areaWork from homeFlexible hours- Summary/Objective The Associate Financial Planner Interns will report to Financial Planners, as well as the Partners in charge of Associate... ...approval. CWA has consistently been recognized from rating services and publications such as: INSIDE Public Accounting - Top 100...Full timeInternshipWork at officeImmediate startMonday to FridayDay shift
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