Summary from listing
The Financial Specialist serves clients and prospects in person and by telephone, handles banking transactions and account-opening paperwork, provides client support for account maintenance and other financial services, monitors reports, and refers clients to specialty areas. The role requires a high school diploma or equivalent, at least 10 years of financial-services experience, Microsoft Office proficiency, knowledge of federal banking regulations and compliance, strong communication and organizational skills, and the ability to work accurately in a fast-paced environment.
