Description
:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
Responsibilities:
1. Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
2. Assists, educates, and trains clients on conducting simple transactions through self-service technologies
3. Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
4. Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
5. Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
Skills:
6. Active Listening
7. Business Acumen
8. Customer and Client Focus
9. Oral Communications
10. Problem Solving
11. Account Management
12. Client Experience Branding
13. Client Management
14. Client Solutions Advisory
15. Relationship Building
16. Business Development
17. Pipeline Management
18. Prospecting
19. Referral Identification
20. Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40