What are the responsibilities and job description for the Financial Services Specialist position at BankEasy?
Key Responsibilities:
- Develop and maintain client relationships while proactively recognizing opportunities and offering solutions that personally benefit our clients.
- Provide expert advice on our suite of products and services to meet both client and community needs.
- Assist in the opening of new accounts and establishing new relationships.
- Maintain a balanced cash drawer each day and remain risk-aware, recognizing and swiftly reporting any suspicious transactions.
Qualifications: We are seeking individuals with a high school diploma and a minimum of one year of related experience, or the equivalent. Strong communication skills through excellent verbal and written correspondence, effective listening, and responsiveness are essential. A genuinely personable and empathetic approach is also required.
