Financial Services Representative
Salary $40k
POSITION SUMMARY:
Entry-level position utilizes excellent customer service and problem solving skills to confidently provide information and education to customers in a timely, efficient, professional manner; provides clear and accurate responses to customer inquiries; appropriately researches and resolves problems relating to customer accounts and inquiries; meets established performance expectations; develops a comprehensive operational understanding of the financial services industry; proactively learns and remains up-to-date with the Company's products and services.
QUALIFICATIONS:
Required:
-2-YEARS CUSTOMER SERVICE EXPERIENCE, OR 1-YEAR CALL CENTER EXPERIENCE, OR EQUIVALENT COMBINATION
-BS / BA DEGREE, OR AN EQUIVALENT COMBINATION OF EDUCATION, TRAINING, AND EXPERIENCE
-SERIES 7 LICENSE
-Integrity and the ability to handle sensitive information and maintain confidentiality
-Excellent listening, written, and verbal communication skills
- Effective conflict resolution and problem solving skills
- APPROACHABLE, FLEXIBLE, DEPENDABLE, AND CONSCIENTIOUSNESS
- DEMONSTRATES SELF-CONFIDENCE AND THE ABILITY TO MAINTAIN COMPOSURE IN DIFFICULT SITUATIONS
- Accountability
- Basic understanding of relationships created by diverse customer and employee groups
- Proactive and anticipates situations, develops proposals, and positive solutions
- Appropriately identifies when to seek assistance or escalate
- Ability to set and achieve goals, and work independently
- Capacity to learn new skills and knowledge on an independent level to enhance personal development and achieve career goals
- Demonstrated PC skills including familiarity with word processing, MS Office, spreadsheets and database management.
Desired:
- 4-YEAR DEGREE PREFERABLY IN FINANCE, BUSINESS MANAGEMENT/ADMINISTRATION, OR RELATED FIELD
- Experience in the Financial Services industry, including banking and business management.
For more information please contact a recruiter at:
Parallel HR Solutions
801-386-8008
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