Job description
The Financial Services Representative acts as the main liaison for customers, managing daily transactions and offering tailored financial advice. This role involves assessing customer requirements, generating referrals, and ensuring the smooth operation of the branch in line with compliance regulations. Applicants should possess a high school diploma or equivalent, and some college coursework is advantageous. A proven track record in customer service or sales is necessary, with a preference for candidates who have prior experience in retail banking or cash handling.
