Job Description
Job Description
Benefits :
- Bonus based on performance
- Company parties
- Competitive salary
- Health insurance
- Paid time off
- Training & development
- Opportunity for advancement
- Wellness resources
- 401(k) matching
Financial Account Representative The Money Guide with a Smile
Do numbers make sense to you the way lyrics stick in a song? Do you enjoy helping people feel confident about their money moves? Our Financial Account Representatives are part teacher, part problem-solver, and part superherohelping customers make smart financial choices while keeping things simple and stress-free.
What Youll Do :
Be the go-to guide for customers when it comes to accounts, policies, and financial products.Translate complicated financial stuff into plain English (no finance-ese allowed).Walk customers through options so they feel in control of their future.Help keep accounts accurate, up-to-date, and humming like a well-oiled machine.Team up with the rest of the DTSF crew to make sure every customer feels valued and cared for.Why Youll Love It :
You get to make a real impact on peoples liveshelping them protect what matters and plan ahead.Youll sharpen your financial knowledge every day (and maybe even become the family go-to for money advice).Every conversation is differentno cookie-cutter days here.Youll be part of a fun, supportive team that celebrates both financial wins and office wins.What Were Looking For :
A people-person whos comfortable talking about money in a friendly, approachable way.Organized and detail-oriented (you notice the decimal thats out of place).A problem-solver who loves finding the right solution for each customer.Positive energy and a lets make this work attitude.Think of it this way : Youre not just working with accountsyoure helping people write their financial success stories.