Financial Services Representative I - West Chester - 40 Hours/Week

The Financial Services Representative (FSR) acts as an Insurance licensed employee, providing Customers with additional products & services and acting as wealth referral champion within the Store. FSRs are required to maintain active registration with State Life & Health Insurance licensing. FSRs act in a dual role as FSR and Customer Service Representative and are the primary contact and resource for large/complex credit needs within the store, consistently providing exemplary Customer Service through selling and cross-selling a wide range of banking products, investment and insurance products and services to new and existing Customers. Employee must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry.

• High School Diploma or equivalent experience
• 1-2 Years of related experience
• Knowledge of retail banking products and services
• Sales ability
• Excellent communication skills
• Customer Services Representative experience helpful
• Developing knowledge of retail investment industry
• Relationship building skills
• Self-directed, with developing ability to plan own activities to achieve sales goals
• Good time management skills
• PC skills
• Life and Health Insurance required within 3 months of employment. Eligible to take licensing maximum of 3 times
• A satisfactory criminal background check, a credit report, and a review of information from the National Mortgage Licensing System and Registry (NMLSR) regarding any administrative, civil, or criminal findings by any government agency are required by federal law for this position (Regulation Z, 12 CFR Part 1026)