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Financial Services Representative
We are looking for an experienced Financial Services Representative to join our team in Charleston, South Carolina. In this Contract to permanent position, you will play a key role in providing exceptional support to customers while handling banking transactions and assisting with account creation. This role offers an opportunity to grow professionally within the banking industry while delivering excellent service to members.<br><br>Responsibilities:<br>• Process customer transactions efficiently, including deposits, withdrawals, and payments.<br>• Assist members with opening new accounts and guiding them through available banking products.<br>• Deliver high-quality customer service by addressing inquiries and resolving issues promptly.<br>• Ensure compliance with banking regulations and policies in all interactions.<br>• Handle cash accurately and maintain proper cash drawer balancing.<br>• Educate customers on credit union and banking services to help them make informed financial decisions.<br>• Collaborate with team members to achieve customer satisfaction goals.<br>• Maintain detailed and accurate records of transactions and account activities.<br>• Stay informed about updates to banking services and products to provide current information to customers.<br>• Support team efforts in meeting organizational objectives and promoting a positive work environment.
• Previous experience in customer-facing roles within the banking or financial services industry.<br>• Strong skills in cash handling and transaction processing.<br>• Familiarity with credit union or retail banking operations.<br>• Ability to open and manage accounts with attention to detail.<br>• Excellent communication and interpersonal skills for engaging with members.<br>• Knowledge of banking products and services.<br>• Proficiency in maintaining accurate records and ensuring compliance.<br>• A commitment to delivering exceptional customer service.
<p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.</p>
  • Charleston, SC
  • onsite
  • Contract / Temporary to Hire
  • 18.21 - 23.00 USD / Hourly
  • We are looking for an experienced Financial Services Representative to join our team in Charleston, South Carolina. In this Contract to permanent position, you will play a key role in providing exceptional support to customers while handling banking transactions and assisting with account creation. This role offers an opportunity to grow professionally within the banking industry while delivering excellent service to members.<br><br>Responsibilities:<br>• Process customer transactions efficiently, including deposits, withdrawals, and payments.<br>• Assist members with opening new accounts and guiding them through available banking products.<br>• Deliver high-quality customer service by addressing inquiries and resolving issues promptly.<br>• Ensure compliance with banking regulations and policies in all interactions.<br>• Handle cash accurately and maintain proper cash drawer balancing.<br>• Educate customers on credit union and banking services to help them make informed financial decisions.<br>• Collaborate with team members to achieve customer satisfaction goals.<br>• Maintain detailed and accurate records of transactions and account activities.<br>• Stay informed about updates to banking services and products to provide current information to customers.<br>• Support team efforts in meeting organizational objectives and promoting a positive work environment.
  • 2026-01-22T18:08:49Z

Financial Services Representative Job in Charleston, SC | Robert Half