Job Description
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We have an exciting opportunity for a Financial Services Representative role in a banking company based in New Jersey. They are looking for an experienced Financial Services Representative who is responsible for providing the customers with personalized banking and new accounts services by performing the following duties.
Job Requirements:
• A high school diploma or equivalent is required, along with at least one to three years of experience in new accounts or a similar field.
• Proficiency in fundamental computer terminal and personal computer operations, familiarity with mainframe computer systems, competence in word processing, and typing, and proficiency in spreadsheet software programs are required.
• Fundamental math skills including calculation of interest, commissions, proportions, and percentages, as well as balance accounts and performing basic arithmetic operations.
• Outstanding verbal, written, and interpersonal communication abilities are required.
• Comprehensive knowledge of managerial processes is required including the capacity to strategize department or company initiatives.
• Proficiency in handling intricate problems that encompass various aspects and variables within non-standardized scenarios.
• Ability to work with no supervision while performing duties.
• A valid driver's license and a properly insured vehicle are necessary if driving is part of the assigned duties and responsibilities.
Responsibilities
Job Responsibilities:
- Evaluating the needs of potential customers and offering appropriate financial products and services.
- Preparing and compiling new customer applications and information to open new accounts.
- Ensuring that all documentation for new account setup is comprehensive and complete.
- Providing customers with updates and advice regarding the current status or improvements in account productivity and offering solutions for account disputes and other account-related issues.
- Conducting interviews with customers to gather information and explain available financial services, such as savings and checking accounts, Individual Retirement Accounts, Certificates of Deposit, savings bonds, online banking, ATM, and debit cards.
- Submitting funds received from customers to the Customer Service Associate for deposit and obtaining a receipt for the customer.
- Assisting customers in completing applications for various products or services. Retrieves credit records from a credit reporting agency as required.
- Sometimes responsible for granting access to the safe deposit vault and/or renting safe deposit boxes to customers. Additionally, processes wire transfer requests.
- Generating new business to contribute to the establishment's profitability objectives. May also handle the acceptance of loan payments.
- Recording all transactions promptly, accurately, and by bank procedures.
- Demonstrating a high level of respect for individuals, keeping commitments, fostering trust among others, operating ethically and with integrity, upholding the organization's values, and taking accountability for their actions.
- Showing knowledge of and adherence to Equal Employment Opportunity (EEO) policies, displaying sensitivity to cultural differences, promoting diversity, advocating for a harassment-free work environment, and actively supporting affirmative action efforts.
- Adhering to established policies and procedures completes tasks accurately and on schedule, and aligns with the company's goals and values.
- Carrying out job responsibilities safely, ensuring the well-being of oneself and others, and reporting potentially hazardous conditions.
- Performing duties specific to the position and taking on additional responsibilities as when required.
Referrals
If you know anyone who may be suitable for the above role, feel free to get in contact with the Mandarin Recruitment team. We will ensure a healthy referral bonus.
About Us
Mandarin Recruitment is a service that helps Global businesses & organizations find and source high-quality Mandarin-speaking professionals. We have unparalleled and exclusive channels to the Chinese-speaking market, allowing us to be the leading organization for specialist Mandarin recruitment.
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