Banking Financial Associate

The Banking Financial Associate position at beBee Careers in Webster, MA, involves providing exceptional customer service, assisting with digital banking, participating in branch operations, building customer relationships, and achieving sales goals. The role requires teamwork and adherence to bank policies, with no degree required. It is a full-time position posted recently.
Job Title:

Financial Relationship Assistant
Key Responsibilities:
• Customer Service: Deliver exceptional personalized service to meet customer needs, process transactions, and resolve inquiries in a timely manner.
• Digital Banking Services: Educate and assist customers with digital banking options, serving as a subject matter expert for branch operations.
• Branch Operations: Participate in daily tasks, including branch opening/closing, cash recycler balancing, and teamwork to ensure seamless operations.
• Relationship Building: Build trust by addressing customer inquiries, ensuring follow-up, and meeting commitments to deepen relationships and open deposit accounts.
• Referrals and Outreach: Refer customers to relevant branch specialists and partners, participate in outreach efforts, and contribute to overall goals.
• Sales Performance: Attain individual sales goals and contribute to overall performance, adhering to bank policies and regulatory requirements.