Role OverviewThis 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.
What You Will Do
Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care.
Why It Might Be a Fit
The ideal candidate will have a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment, and will be able to work weekends and/or extended hours.
Requirements
- Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Confident in identifying solutions for helping new and existing clients based on their needs
- Strong written and verbal communications skills
- Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
- Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role
Benefits
- Dental insurance
- Vision insurance
- Health insurance
- Life insurance
- Disability insurance
- Paid time off
- Paid holidays
- Retirement plan
- 401(k) or similar plan
- Stock options
- Equity
- Flexible spending account
- Health savings account
- Employee assistance program
- Wellness program
- Professional development opportunities
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