11 Jun 2025
Full-Time Financial Service Representative
Job Description
We are seeking a motivated and detail-oriented Financial Representative to join our dynamic team. In this role, you will be responsible for providing exceptional customer service while assisting clients with their financial needs. The ideal candidate will possess strong sales skills, a solid understanding of financial services, and the ability to manage cash effectively. This position is perfect for individuals who thrive in a fast-paced environment and are passionate about helping others achieve their financial goals.
Responsibilities
- Provide outstanding customer service by addressing client inquiries and resolving issues promptly.
- Assist clients with various financial services, including account management and transactions.
- Perform cashiering duties, including cash handling and cash management tasks.
- Promote additional products and services through effective upselling techniques.
- Maintain accurate records of transactions and client interactions.
- Utilize strong math skills to ensure accuracy in all financial dealings.
- Collaborate with team members to achieve sales targets and enhance customer satisfaction.
Requirements
- Previous experience in cashiering or cash handling is preferred.
- Strong background in sales, with the ability to upsell products and services effectively.
- Knowledge of financial services and basic cash management principles.
- Excellent customer service skills, demonstrating a friendly and professional demeanor.
- Proficient math skills for handling transactions accurately.
- Ability to work well in a team environment while also being self-motivated.
- Strong communication skills, both verbal and written.
Join us as a Financial Representative and take the next step in your career while making a positive impact on our clients’ financial well-being!
Job expires in 45 days.
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