$38,500.00 - $71,000.00; not specified; health ins...
Exceptional customer experience
Comprehensive product knowledge
Relationship selling techniques
Supports the delivery of an exceptional customer experience to private banking clients by providing a superior level of courteous, knowledgeable and professional service
Job Summary
Supports the delivery of an exceptional customer experience to private banking clients by providing a superior level of courteous, knowledgeable and professional service.
Assists in preparing new business proposals or presentations to clients/prospects, identifying customer needs and matching with appropriate products or services.
Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.
Matching Summary
Supports the delivery of an exceptional customer experience to private banking clients by providing a superior level of courteous, knowledgeable and professional service.
Salary
$38,500.00 - $71,000.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Exceptional customer experience
Comprehensive product knowledge
Relationship selling techniques
Compliance and operational effectiveness
Adherence to regulations and policies
Nice-to-have
Develop rapport and instill confidence
Proactively identify client needs
Workflow process alternatives
Exceed client service standards
Key Requirements
2-3 years relevant experience
Post-secondary degree desirable
Meet licensing and certification requirements
Working knowledge of credit and non-credit products