FC Client Service Representative - Santa Maria Financial Center
Core
Provide a positive client experience by processing transactions accurately and efficiently while educating clients on self-service technologies.
Role type
Client Service Representative
Builds
Client satisfaction and operational excellence
Domain
Banking / Retail Financial Services
Deliverable
client delivery
Required skills
Active Listening, Attention to Detail, Conflict Management, Account Management, Business Acumen
Preferred skills
Spanish language proficiency, Business Development, Relationship Building
Responsibilities
Process transactions accurately and efficiently, Educate clients on conducting simple transactions through self-service technologies, Partner with experts in small business, lending, and investments to grow business knowledge
Seniority
Entry-level, individual contributor
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