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
Industry leading client service experience
Develop and expand client relationships
Provide financial solutions
Cross-trained for teller duties
Nice-to-have
Advance individual knowledge
Consultative conversations
Team sales process support
Key Requirements
High school diploma or equivalent
2 years of client sales and service experience
Experience with client relationship building
Proficiency in basic computer applications
SAFE (Mortgage Licensing Act) compliant within 30 days