Financial Service Representative
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Job Location:
San Jose, CA - USA
Hourly Salary:
USD 25 - 26
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
About the Organization:
Our client is a well-established member-focused financial institution dedicated to delivering personalized banking solutions and exceptional service. With deep roots in the community they offer a full range of financial products and services including lending deposits and investment solutions while maintaining a strong commitment to integrity service excellence and community engagement.
Overview:
We are seeking a customer-focused Financial Services Representative II to support members with their financial needs through a combination of service sales and operational support. This role is ideal for someone who enjoys building relationships providing tailored financial solutions and working in a collaborative fast-paced environment.
Key Responsibilities:
- Assist members with consumer and auto loan applications including processing closing and follow-up
- Build strong member relationships by identifying needs and recommending appropriate financial products and services (deposit accounts loans retirement and investment services)
- Achieve individual and team sales and referral goals on a monthly quarterly and annual basis
- Perform teller transactions including cash handling deposits withdrawals and account servicing
- Balance cash drawer and complete end-of-day reconciliation and reporting
- Maintain up-to-date knowledge of products services procedures and compliance regulations
- Ensure strict confidentiality of member information at all times
- Participate in community outreach and business development activities as needed
- Provide support across branch locations based on business needs
Qualifications:
- High school diploma or equivalent required
- Minimum of 2 years of experience in a financial institution or related field including customer service cash handling and loan processing
- Strong communication organizational and customer service skills
- Team-oriented with the ability to work in a fast-paced environment
- Basic computer proficiency required
- NMLS certification (or ability to obtain)
Required Experience:
Senior IC
About Company
Xellia is a specialty pharmaceutical company focused on providing important anti-infective treatments against serious and often life-threatening infections.
