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Financial services representative

Horsham
beBeeCustomerService
Posted: 15 September
Offer description

About the Role:

As a Financial Services Representative, you will be the first point of contact for customers seeking to achieve their banking goals. Your primary objective is to provide exceptional customer service while maintaining risk awareness.

Your Key Responsibilities:

* Develop in-depth understanding of customers' needs to offer tailored solutions.
* Partner with specialists within the branch to deliver comprehensive support.
* Manage transactions, queries, and paperwork while adhering to risk guidelines.
* Communicate effectively with customers face-to-face and over the phone.

Requirements:

* Proven experience in customer-facing roles.
* Strong attention to detail and analytical skills.
* Excellent communication and interpersonal skills.
* Ability to understand and communicate our value proposition.

What We Offer:

A dynamic work environment that fosters growth and development opportunities. Collaborative team culture that values diversity and inclusion.

Essential Skills:

* Customer Service
* Risk Management
* Communication
* Problem-Solving

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