Financial Services Representative - Full Time

Financial Services Representative – Join our Retail Banking team as a member of the branch sales and service team. Responsibilities include understanding Member financial needs, providing advice, completing front‑line transactional services, and pursuing sales and referral opportunities.

Responsibilities

• Understand Member financial needs and provide appropriate advice and recommendations.
• Complete front‑line transactional services to support day‑to‑day banking.
• Open new accounts, offer credit, and deposit products.
• Identify opportunities for wealth referrals and cross‑sell products.
• Maintain accurate and timely transaction posting.
• Provide superior Member experience through empathy, active listening, and consultative skills.
• Use virtual technology platforms to engage Members and conduct meetings.
• Engage in revenue‑generation and sales‑based activities to achieve performance objec...