What are the responsibilities and job description for the Senior Financial Services Representative position at AppleOne Employment Services?
At AppleOne Employment Services, we are seeking a highly skilled Senior Financial Services Representative to join our team.
This role is ideal for an individual with at least two years of banking experience, expertise in opening consumer and basic business accounts, and excellent customer relations skills.
Key Responsibilities:
- Open and manage consumer and business accounts (checking, savings, CDs, IRAs, Trust & Estate).
- Assist clients in selecting financial products while cross-selling bank services.
- Evaluate client needs and recommend suitable financial solutions.
- Maintain accurate records and ensure compliance with banking regulations.
- Provide exceptional customer service and build long-term relationships with clients.
Qualifications:
- Minimum 2 years of teller experience with account opening expertise.
- Strong knowledge of banking regulations and financial services.
- Proficiency in Microsoft Office and banking software.
- Excellent communication and problem-solving skills.
