Job Description We are seeking a dedicated professional to join our team as a Banking Services Associate. As a key member of our organization, you will be responsible for providing exceptional customer service and support to our clients. Key Responsibilities: Support Senior Private Bankers/Vice Presidents by performing various administrative tasks and customer service duties assigned by the manager. Develop personalized relationships with clients to ensure customer satisfaction and loyalty. Optimize customer interventions and identify sales opportunities. Required Skills and Qualifications To be successful in this role, you will need: A completed three-year college diploma or academic equivalent, related to the industry. Three years of relevant experience in banking, investment, and financial products. Knowledge of Microsoft 365. Exceptional attention to detail and strong organizational skills. Dynamic interpersonal skills and a can-do attitude to exercise initiative and handle multiple tasks and changing priorities. Benefits We offer a comprehensive benefits package that includes: Competitive salary and bonus. Vacation time and flexible work arrangements. Health and wellness programs, including telemedicine and fitness reimbursement. An Employee Share Ownership Plan (ESOP). A generous pension plan. Flexible group insurance. Others At our organization, we value diversity, equity, and inclusion. We strive to create a barrier-free workplace that is accessible to all employees. If you require accommodation, please let us know during your application process.
Job Title
Highly Skilled Customer Service Representative