Personalized Financial Services Specialist

6 days ago


Ogden Park, Israel beBee Careers Full time
Financial Services Representative

We are seeking a motivated Financial Services Representative to join our team. In this role, you will work directly with customers to understand their financial needs and provide customized solutions.

Key Responsibilities:
  • COMMUNICATE EFFECTIVELY WITH CUSTOMERS TO UNDERSTAND THEIR FINANCIAL NEEDS
  • PROVIDE CUSTOMIZED SOLUTIONS TO MEET CUSTOMER OBJECTIVES
  • COLLABORATE WITH BUSINESS PARTNERS TO CONNECT CUSTOMERS TO EXPERTS
Qualifications:
  • 1-3 YEARS OF EXPERIENCE IN CUSTOMER SERVICE OR FINANCIAL SERVICES
  • HIGH SCHOOL DEGREE OR EQUIVALENT
  • INTERMEDIATE COMPUTER SKILLS
Benefits:
  • COMPETITIVE PAY AND ANNUAL DISCRETIONARY BONUS ELIGIBILITY
  • COMPREHENSIVE BENEFIT PACKAGE INCLUDING MEDICAL, DENTAL, VISION, LIFE INSURANCE, AND 401(K) PLAN
  • FAMILY-FRIENDLY WORK HOURS AND OPPORTUNITIES FOR GROWTH AND DEVELOPMENT


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