Senior Financial Services Representative
2 months ago
About the Role:
This position is responsible for serving as the primary point of contact for financial center clients, helping to identify and meet the banking needs of both individual and small business clients, and connecting them to specialists. Key responsibilities include building and maintaining strong client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care.
Key Responsibilities:
- Collaborate with teams to provide financial center clients with consumer and small business solutions, services, and strategies to meet their unique banking needs.
- Assist, educate, and train clients on conducting simple transactions through self-service technologies, ensuring a seamless and efficient experience.
- Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
- Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as account opening, maintenance, and Digital Assisted Shopping.
- Manage client interactions by taking the best course of action for the bank and its clients, while adhering to all regulatory requirements.
Required Skills:
- Active Listening
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Education Requirement:
A High School Diploma / GED / Secondary School or equivalent is required.
Work Schedule:
This is a 1st shift position, working 40 hours per week in the United States of America.
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