Provide a distinctive client experience by facilitating courteous conversation and conducting both complex and standardized transactions while uncovering needs
Job Summary
Provide a distinctive client experience by facilitating courteous conversation and conducting both complex and standardized transactions while uncovering needs.
Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
Adhere to internal controls, operational procedures and risk management policies, staying informed of all changes in policies and procedures to ensure compliance with current guidelines.
Matching Summary
Provide a distinctive client experience by facilitating courteous conversation and conducting both complex and standardized transactions while uncovering needs.
Skills & Requirements
Must-have
Client transaction completion
Superior quality service
Outbound calling
Integrated Relationship Management (IRM)
Adherence to internal controls
Nice-to-have
Educate clients on digital solutions
Team sales process participation
Advance product knowledge
Key Requirements
High school diploma or equivalent
Two years of teller or cash handling experience
Six months of client relationship building or sales experience
Excellent interpersonal and communication skills
Ability to master personal computer (PC) keyboard and software skills
Ability to multi-task under time constraints
Proficiency in basic computer applications
Ability to travel to accommodate temporary staffing needs