This position is responsible for helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists
Job Summary
This position is responsible for helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Key responsibilities include balancing working service requests and other transactional activities such as in-person or inbound call delivery.
Job expectations include proactively connecting with clients, conducting consistent follow-up routines, and handling complex and diverse client engagements.
Matching Summary
This position is responsible for helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Skills & Requirements
Must-have
uncover personal banking needs
offer appropriate solutions
connect clients to specialists
balancing service requests and transactional activities
proactively connecting with clients
handling complex client engagements
Nice-to-have
strong work ethic
intense focus on results
acting in the best interest of the client
passion, commitment and drive
improving clients' financial lives
Key Requirements
Minimum of one year demonstrated sales experience
Must be able to work weekends and/or extended hours
Is a commissioned notary or can successfully obtain a notary commission