Req#: 210587889Employer Industry: Consumer Banking
Why consider this job opportunity:
- Opportunity for career growth within a leading financial services firm
- Chance to build lasting relationships with customers and employees
- Contribute to a diverse and inclusive workplace culture
- Engage in a dynamic work environment with the flexibility of virtual banking
- Make a significant impact on clients' financial well-being
- Collaborate with specialists to provide tailored solutions for clients
What to Expect (Job Responsibilities):
- Manage client banking relationships through an advice-based approach
- Acquire and deepen client relationships using a value-added, relationship-oriented strategy
- Engage and educate customers, building trust through open-ended questions and active listening
- Connect customers to specialists for assistance with specialized financial needs
- Proactively prevent issues for clients while promoting self-service options for account access
What is Required (Qualifications):
- 1+ year of experience in banking or equivalent in financial services, with proven success in client acquisition and revenue generation
- High school diploma, GED, or foreign equivalent
- Strong financial planning skills and adherence to banking policies and regulations
- Commitment to a long-term career with the organization and strong team orientation
- Excellent written and verbal communication skills
How to Stand Out (Preferred Qualifications):
- College degree or military equivalent
- Experience working with affluent clients
- Strong interpersonal and communication skills
- Demonstrated commitment to long-term career growth within the firm
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