Role OverviewThis job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank.
What You Will Do
Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner, Triages client requests and makes referrals to appropriate internal specialists, Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities.
Why It Might Be a Fit
Delivers solutions and experiences that improve clients’ financial lives, Applies learnings and adapts new information to identify appropriate client solutions, Builds strong client relationships through effective communication and collaboration.
Requirements
- Delivers solutions and experiences that improve clients’ financial lives
- Applies learnings and adapts new information to identify appropriate client solutions
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive and ambitious mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client interests
- Demonstrates a willingness to establish a career in the financial services industry
- Strong computer application skills, including Microsoft Office
Benefits
- Predictable pay
- Industry-leading benefits
- Paid time off
- Resources and support
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