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 sales and service experience
client relationship building
basic computer applications proficiency
English language fluency
Nice-to-have
handling multiple priorities
professional manner and service quality
deposit, credit, and retirement products knowledge
meeting or exceeding sales goals
Key Requirements
High school diploma or equivalent
2 years of client sales and service experience
Experience with sourcing and prospecting for new clients
SAFE (Mortgage Licensing Act) compliant within 30 days