Description
:
This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.
Responsibilities:
1. Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
2. Responds to customer inquiries and concerns, creating customized solutions
3. Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
4. Identifies client needs for licensed sales functions, making referrals to Line of Business partners
5. Quotes rates, terms, and programs for banking solutions
6. Manages risk in every business, product, and service transaction leveraging available tools
Skills:
7. Attention to Detail
8. Client Solutions Advisory
9. Customer and Client Focus
10. Interpret Relevant Laws, Rules, and Regulations
11. Adaptability
12. Client Experience Branding
13. Customer Service Management
14. Issue Management
15. Problem Solving
16. Active Listening
17. Business Development
18. Consulting
19. Referral Identification
20. Research
Required skills:
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and showing empathy
• Is curious, has a growth mindset and is comfortable receiving ongoing performance feedback and coaching
• Enjoys ongoing change and learning new technology/processes
• Has an intermediate level of proficiency with computers
Desired skills (that may result in a higher than average starting salary)
• Experience in financial services
• Experience in sales, cross-selling, upselling or referring products
• Experience working in an inbound or outbound contact center (phone, chat and or video)
• Experience working as a Personal Banker managing high client volume
Skills Used in this Role:
• Relationship building
• Consumer products and solutions
• Telephone sales
• Referral Sales
• Transitioning client conversations
• Customer focus
• Customer service
• Building rapport
• Establishing Trust
• Active Listening
• Overcoming objections
• Gaining agreement
• Multitasking
• Oral communication
• Problem solving
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40