Fianncial Specialist - Belfair Village Dr, Bluffton - Banking experience required

Join our team as a Financial Specialist, serving clients as a single touch point and delivering distinctive service. Engage clients in product discussions, resolve issues, and support banking transactions. Ideal for candidates with significant financial services experience and strong client service skills.

Skills

• banking transactions
• federal banking regulations
• client service
• microsoft office
• account maintenance
• wire transfers
• cash handling
• regulatory compliance
• operational support
• problem solving
• analytical reasoning
• mathematical reasoning
• nmls registration
• bank products knowledge
• bank operations knowledge
• report management
• office capture
• trust services referral
• investment services referral
• insurance services referral
• treasury management referral