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Financial Services Professional

beBee Careers
Paoli, PA Part Time
POSTED ON 4/30/2025
AVAILABLE BEFORE 5/28/2025

**Job Summary**

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This role involves providing exceptional customer service and accurately performing high-volume customer banking transactions. The ideal candidate will educate customers on new technology and develop banking product referral opportunities through strong customer relationship skills.

The position is based in a retail banking branch, where you will work closely with customers to understand their financial needs and provide tailored solutions. You will be responsible for delivering a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.

To excel in this role, you should have excellent communication and problem-solving skills, as well as the ability to work effectively in a team environment. A basic understanding of banking products and services is essential, along with a passion for building strong relationships with customers.

Key Responsibilities:

  • Provide exceptional customer service and resolve customer complaints in a timely and professional manner.
  • Educate customers on new technology and banking products to enhance their financial wellbeing.
  • Develop banking product referral opportunities through strong customer relationship skills.
  • Work effectively in a team environment to achieve sales and customer service goals.
  • Stay up-to-date with industry developments and changes in banking regulations.

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