Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships
Job Summary
Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.
Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities.
Will be cross trained to perform required teller duties as needed.
Matching Summary
Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.
Skills & Requirements
Must-have
client service experience
client relationship development
financial solutions
sales targets
consultative conversations
Nice-to-have
advancing knowledge
team sales process
greeting clients
Key Requirements
2 years of client sales and service experience
Experience with sourcing and prospecting for new clients
SAFE (Mortgage Licensing Act) compliant within 30 days