What are the responsibilities and job description for the Financial Services Specialist position at First Volunteer?
Job Summary
As a Financial Services Specialist with First Volunteer, you will play a vital role in helping customers achieve their financial goals. You will engage with customers in person and by phone to understand their financial needs and provide trusted financial advice.
Key Responsibilities
- Represent First Volunteer with integrity and deliver world-class customer service.
- Actively participate as a team member to help achieve target goals by identifying customer needs and providing financial advice.
- Execute outbound calls and customer conversations to acquire new relationships and deepen existing ones.
- Educate customers on emerging bank technology and digital solutions.
- Possess a customer-centric mindset and take ownership of customer issues.
- Deliver referrals to internal experts when additional financial goals are uncovered.
Requirements
- High school diploma or equivalent.
Skills and Competencies
- Basic computer skills.
- Excellent communication skills, including critical thinking and listening.
- Stellar customer service skills.
- Demonstrated successful sales performance.
- Ability to learn and follow financial center operation and security procedures.
