Role OverviewThe Lead Member Services Representative provides sales support and acts as a resource to the Branch Manager. This position is responsible for achieving departmental standards, sales goals, and tracking sales activity.
What You Will Do
The Lead Member Services Representative will take care of members, provide consistent solutions to meet their needs, and perform various sales and service-related functions, including recommending products and services, resolving member issues, and meeting sales and service goals.
Why It Might Be a Fit
The ideal candidate will have strong organizational skills, attention to detail, and effective communication skills. They will also have a high degree of accuracy and a professional demeanor.
Requirements
- High school diploma or equivalent education and experience
- Three+ years of experience in the Financial Services Industry
- Strong and consistent results for the past year or more in Sales, Service and Controls
- Strong organizational skills and attention to detail
- Must value a high degree of accuracy
- Professional demeanor
- Effective communication skills
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