What are the responsibilities and job description for the Financial Service Representative position at Citadel?
Citadel's Financial Service Representatives play a crucial role in our retail offices, handling customers' daily banking transactions with accuracy and efficiency. These representatives must balance quality customer service with the convenience of timely transactions.
Key Responsibilities
- Demonstrate Citadel Class Service Principles: Accuracy, Convenience, Respect, and Value
- Meet or exceed team performance goals for customer service, sales, and production
- Audit and verify financial transactions to ensure quality work
- Maintain knowledge of all financial services offered by Citadel
- Educate and inform customers about products and services
- Recognize and initiate sales opportunities to enhance long-term relationships
- Retain profitable households through effective sales and customer service skills
- Stay aware of competitors' services and market trends
Requirements and Qualifications
- 1 year of customer service and cash handling experience
- 6 months sales experience
- Ability to navigate multiple software applications
- Excellent communication and problem-solving skills
- Able to adapt quickly to change and handle multiple tasks
- Demonstrates professionalism through dress and demeanor
Work Environment
The noise level in the work environment is moderate. Employees may experience fluctuations in workload demands.
Physical Demands
The employee regularly sits, stands, talks, and hears for extended periods. Occasionally walks, stoops, kneels, crouches, or bends. Regularly required to walk and move within a Retail Office or Corporate Office environment.
