Financial Services Professional
This is a key role that requires engaging with clients to educate and assist with conducting transactions through self-service resources. The ideal candidate will possess strong communication skills, be able to build relationships, and provide exceptional customer service.
Key Responsibilities
* Drive the bank's risk culture and strive for operational excellence in daily activities to meet client needs.
* Build strong relationships with clients to meet their financial needs by providing personalized support and guidance.
* Follow established processes and guidelines to ensure compliance with all applicable laws and regulations.
* Grow business knowledge and network by partnering with experts in small business lending, investments, and financial services.
* Manage financial center traffic, appointments, and outbound calls effectively to deliver a seamless client experience.
Requirements
* Be an enthusiastic and highly motivated individual with a strong work ethic and intense focus on results.
* Collaborate effectively with colleagues to achieve common goals, building and nurturing strong relationships.
* Be passionate about delivering an exceptional client experience that improves financial lives.
* Confidently identify solutions for new and existing clients based on their unique needs.
* Effectively communicate with all clients to understand their requirements and preferences.
* Ability to learn and adapt quickly to new information and technology platforms.
* Confidently educate clients on how to conduct simple banking transactions through self-service technologies.
* Apply strong critical thinking and problem-solving skills to meet client needs and exceed expectations.
* Familiarity with the financial services industry, products, and solutions.
* Demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
* Experience with cash handling and ability to manage cash responsibilities.
* Bachelor's Degree or business-relevant Associate's Degree.
Skills
* Adaptability
* Business Acumen
* Customer and Client Focus
* Oral Communications
* Problem Solving
* Account Management
* Client Experience Branding
* Client Management
* Client Solutions Advisory
* Relationship Building
* Business Development
* Pipeline Management
* Prospecting
* Referral Identification
* Referral Management