Financial Services Representative
8 days ago
San Diego
Job Description We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Financial Services Representative opportunity with a bank that provides a comprehensive range of services, including banking, trust services, financial planning, investment management, estate and legacy planning, and foundation support for its clients. This is a Full-Time, Direct Hire Position A Financial Services Representative is responsible for the specific duties listed below. Your specific duties will include: • Support the achievement of branch sales goals and objectives (e.g., deposits, loans, referrals, etc.)., • Generate new business to help meet the branch’s established production and profitability goals., • Engage in needs-based selling by proactively promoting, cross-selling, and referring products and services to meet clients’ financial needs., • Prepare and compile new account applications and required documentation for opening new business and consumer accounts., • Refer client opportunities to internal and external sales partners to address financial needs., • Provide ongoing relationship management and service to existing clients., • Deliver exceptional client experiences through accuracy, efficiency, courtesy, and professionalism., • High school diploma or equivalent required., • 1–2 years of experience in financial services or equivalent sales/service role., • Basic computer proficiency and strong verbal and written communication skills., • Minimum of 2 years of banking experience as a Teller, including experience opening new consumer and basic business accounts. Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan. Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today! Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations and ordinances. For our complete EEO & Pay Transparency statement, please visit . To receive state and federal compliance posters, e-mail or call 972.514.1515. #Bank #Banking #Teller #NewAccounts #UniversalBanker Company DescriptionWorkway was created specifically to service the hiring needs of banks, credit unions, mortgage, and related financial services firms. A well-established, trusted name in the financial industry, we are known not only as the staffing service of choice for employers, but also as a reliable, well-connected place for our employees to find great job opportunities. For our clients, this means that we have an extensive referral database that has been built over the years by satisfied employees.Workway was created specifically to service the hiring needs of banks, credit unions, mortgage, and related financial services firms. A well-established, trusted name in the financial industry, we are known not only as the staffing service of choice for employers, but also as a reliable, well-connected place for our employees to find great job opportunities. For our clients, this means that we have an extensive referral database that has been built over the years by satisfied employees.