Financial Services Representative

About the Role :

As a Relationship Banker, you will play a crucial role in fostering and maintaining strong relationships with our clients, ensuring their financial needs are met with personalized service. Your primary objective will be to understand each client's unique financial situation and provide tailored banking solutions that enhance their overall banking experience. You will be responsible for identifying opportunities to cross-sell products and services, thereby contributing to the growth of the bank's portfolio. Additionally, you will assist clients with account management, transactions, and inquiries, ensuring a seamless banking experience. Ultimately, your success in this role will be measured by client satisfaction, retention, and the achievement of sales targets.

Minimum Qualifications :

• High school diploma or equivalent;
• Previous experience in a customer service or sales role, preferably in the banking industry.
• Strong communication and interpersonal skills to effectively engage with clients.

Preferred Qualifications :

Responsibilities :

Skills :

The required skills for this role include strong communication and interpersonal abilities, which are essential for building rapport with clients and understanding their financial needs. Sales skills will be utilized daily to identify opportunities for cross-selling products, ensuring that clients receive comprehensive banking solutions. Problem-solving skills will come into play when addressing client inquiries and resolving issues efficiently. Additionally, familiarity with banking regulations and financial products will enable you to provide accurate and relevant information to clients. Preferred skills, such as proficiency in banking software, will enhance your efficiency in managing client accounts and transactions.

We offer a generous benefits package, including :

Peoples National Bank is an Equal Opportunity Employer.

Compensation details : 22-24 Hourly Wage

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