Client Services Associate (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Client Services Associate (Fintech): Facilitating accurate financial transactions and building strong customer relationships with an accent on retail banking services and product cross-selling. Focus on providing exceptional customer service, maintaining operational accuracy, and contributing to branch growth goals.
Location: Must be based in Fairplay, CO
Compensation: $16.54 - $22.67 per hour
Company
is a diversified financial holding company offering banking, payments, and factoring services.
What you will do
- Profile new and existing customers to suggest tailored banking products and services.
- Provide exceptional customer service and resolve customer issues promptly.
- Open new accounts and ensure accurate, timely documentation.
- Process financial transactions while maintaining precise records.
- Assist with administrative tasks including stop payments and debit card orders.
- Contribute to branch goals and participate in community events.
Requirements
- High school diploma or GED required.
- Must be at least 18 years old.
- Preferably 6-12 months of bank teller experience.
- Experience in customer service or sales is highly desired.
- Ability to maintain security and adhere to banking regulations.
Culture & Benefits
- Comprehensive medical, dental, and vision insurance.
- Paid Time Off (PTO) program.
- 401k retirement plan.
- Values-driven environment focused on community and customer success.
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