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, managing account documentation, and contributing to branch growth goals.
Location: Must be based in Moline, IL (Onsite)
Compensation: $16.54 - $22.67 per hour
Company
is a financial holding company offering a diversified line of 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 while ensuring accuracy and timely documentation.
- Process financial transactions and maintain accurate records.
- Assist with administrative tasks including stop payments and debit card orders.
- Refer customers to appropriate bank departments and contribute to branch goals.
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, sales, or cross-selling is highly desired.
- Strong communication and interpersonal skills.
Culture & Benefits
- Comprehensive medical, dental, and vision insurance plans.
- 401k retirement savings plan.
- Paid Time Off (PTO).
- Values-driven environment focused on community prosperity and team success.
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