Agile Financial Services Specialist

Job Description:

Agile Financial Services Specialists are skilled banking professionals who manage a wide range of client financial needs, including account creation, transaction processing, financial guidance, and promotion of banking products and services. They play a crucial role in building strong customer relationships, ensuring adherence to financial regulations, and contributing to the overall success of the branch or financial organization.

Benefits:

Comprehensive health coverage including medical, dental, and vision insurance
Health Savings Account (HSA) and Flexible Spending Account (FSA) options for tax-efficient healthcare savings
Employee Assistance Program (EAP) and mental health support services
401(k) retirement plan with employer matching contributions
Employee Stock Purchase Plan (ESPP) with discounted company share options
Performance-based incentives and annual bonus programs to reward achievements

Key Responsibilities:

Assist customers with everyday financial activities such as deposits, withdrawals, and fund transfers
Open and manage both personal and business banking accounts
Educate customers about banking products including loans, credit cards, and savings accounts
Identify customer requirements and recommend suitable financial solutions
Build and maintain long-term customer relationships to enhance satisfaction and loyalty
Ensure compliance with internal policies and applicable government regulations
Provide prompt and professional resolution to customer issues and inquiries
Support the branch in achieving sales targets and service performance goals
Maintain accurate records and proper documentation of all banking activities

Agile Financial Services Specialist

Location : Lake Oswego, OR, 97035