Financial Services Representative - State Farm Agent Team Member
Auburn - CA
Financial Services Representative - State Farm Agent Team Member
Full Time • Auburn - CA
Responsive recruiter
Replies within 24 hours
Benefits:
- Simple IRA
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
Overview:
Are you someone who enjoys building relationships, helping customers reach financial goals, and creating a great client experience? Our agency is looking for a Financial Services Representative to join our team and help clients with banking and financial product solutions through our partnership with US Bank.
Are you someone who enjoys building relationships, helping customers reach financial goals, and creating a great client experience? Our agency is looking for a Financial Services Representative to join our team and help clients with banking and financial product solutions through our partnership with US Bank.
This is a great opportunity for someone with prior banking experience who enjoys consultative conversations, cross-selling financial products, and working in a professional office environment. If you’ve worked as a Personal Banker, Relationship Banker, or Financial Services Representative at a bank branch, we’d love to connect with you.
Position Details:
- In-office position
- Monday through Friday, 8:00 AM – 5:00 PM
- Full-time or part-time opportunities available
- Hourly pay: $20–25/hour based on experience
- Generous commission structure with strong earning potential
Responsibilities:
- Build relationships with new and existing customers
- Market and sell US Bank financial products and services
- Assist customers with:
- Credit cards
- CDs
- Savings accounts
- Consumer loans
- Additional banking products and services
- Identify customer needs and recommend appropriate financial solutions
- Provide professional customer service and follow-up
- Support agency growth through referrals and relationship-building
- Maintain accurate documentation and account information
- Obtain insurance licensing after starting in the role to support additional agency services
Qualifications:
- 3-5 years of banking experience required
- Previous experience as a Personal Banker, Relationship Banker, or similar banking role preferred
- Strong communication and relationship-building skills
- Comfortable discussing financial products and identifying customer needs
- Sales-minded with a customer-focused approach
- Organized, dependable, and detail-oriented
- Ability to obtain insurance licensing after hire
What We Offer:
- Competitive hourly compensation
- Generous commission opportunities
- Consistent weekday schedule
- Professional office environment
- Opportunity to expand into insurance and financial services
- Career growth and long-term advancement potential
- Simple IRA retirement plan
If you’re looking for a position where you can leverage your banking experience, grow your career, and make an impact with customers every day, this could be a great fit for you.
Compensation: $20.00 - $25.00 per hour
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Auburn, CA and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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