Role OverviewThe Certified Relationship Banker provides first-line contact for clients, assessing their needs, sharing products and services information, growing their relationships, and handling complaints or problems.
What You Will Do
Sells products and services, opens new accounts, provides account information, handles maintenance requests, resolves client problems, and identifies cross-selling opportunities.
Why It Might Be a Fit
The ideal candidate will have excellent communication and customer service skills, ability to tailor features and benefits to clients, and strong follow-up skills.
Requirements
- High school diploma or equivalent
- Strong desire and ability to educate and connect customers to technology
- Excellent written and oral communication, customer service, and interpersonal skills
- Ability to tailor features and benefits of products/services to clients with differing needs
- Computer skills and ability to operate office equipment
- Professional, confident, thorough and organized with strong follow-up skills
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