What are the responsibilities and job description for the Customer Transaction Specialist position at Union Bank & Trust Company?
Job Overview
The Financial Services Representative position plays a crucial role in maintaining a positive customer experience. In this entry-level position, you will be exposed to various types of transactions, allowing you to develop your knowledge of Union Bank's products and services. As you progress through the career path, you will have opportunities for advancement and professional growth.
Responsibilities Include:
The Financial Services Representative position plays a crucial role in maintaining a positive customer experience. In this entry-level position, you will be exposed to various types of transactions, allowing you to develop your knowledge of Union Bank's products and services. As you progress through the career path, you will have opportunities for advancement and professional growth.
Responsibilities Include:
- Providing answers and assistance to customer questions and concerns.
- Selling other bank services and referring customers to other departments to meet sales goals.
- Learning and maintaining knowledge of products, fees, and policies, as well as staying up-to-date on new offerings.
- Demonstrating compliance with all bank regulations for assigned job functions.
