Find & Apply For Financial Services Sales Agent Jobs in Waltham, Massachusetts

Banking Recourse Center Specialist KBW Financial Staffing & Recruiting - 4.6 Waltham, MA Job Details Temp-to-hire $25 - $29 an hour 1 day ago Qualifications Customer records maintenance Managing customer accounts Customer relationship building Phone communication Electronic transaction processing Promoting bank products Managing clients in a customer support role Anti-Money Laundering (AML) compliance (compliance procedures implemented) Decision making Customer engagement Customer support ticket management Assisting with digital banking services CRM system proficiency Handling account queries 1 year Customer interaction during outreach Communication skills Promoting bank services Entry level Industry knowledge of retail banking Client interaction via phone calls Customer data entry Full Job Description Our Banking client near Newton MA has a need for a Banking Resource Center Specialist. This role is ideal for a customer-focused banking professional who enjoys helping clients, solving problems, and providing support across a variety of banking products and digital services. The position offers a hybrid schedule and the opportunity to grow into a long-term role with the Bank. Responsibilities Deliver an exceptional customer experience by handling inquiries related to banking products, services, accounts, and digital banking solutions through phone and digital channels. Handle inbound and outbound customer interactions, actively listen to needs, and provide accurate solutions while resolving requests in a timely manner. Process customer transactions and requests accurately, including video banking, while following Bank Secrecy Act, Anti-Money Laundering, security, regulatory, and Bank requirements. Document customer interactions and requests in CRM and other systems, maintaining accurate information and tracking issues through resolution. Qualifications 1+ year of experience in banking, retail banking, teller, relationship banking, call center, or customer service; banking experience preferred. Excellent verbal and written communication skills with the ability to explain banking products and information clearly and professionally. Strong listening, problem-solving, decision-making, and interpersonal skills with a customer-focused approach. If interested, please reach out to $25-$29 per hour + overtime #LI-JS1 KBW789