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Bank Of America Wealth Management Client Service Representative United States, Florida, Jacksonville
Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information. Handles escalated and complex inquiries...
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
Performs standard transaction processing and reconciliation according to the established written guidelines and procedures. Responds to client inquiries via numerous channels to support operational efficiency and quality client service. Performs...
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investments. Educates...
Achieve all sales performance goals and objectives for geographical assignment. Demonstrate a collaborative sales approach and coordinate efforts between sales leadership, other Teva sales teams, market access, sales operations, and...
Bachelor's degree or equivalent practical experience. 10 years of experience with quota-carrying cloud or software sales, or account management at a B2B software company. Experience, including people management, team leadership,...
Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information. Handles escalated and complex inquiries...
Inside Sales Representative roles at Expoint provides an exciting opportunity to work with the latest technology and be part of a dynamic team. As an Inside Sales Representative, you’ll be responsible for providing a full sales cycle from prospecting through to sales closure. This includes engaging and qualifying leads; presenting company solutions; and understanding customer needs and motivations.
In this role, you’ll have the chance to be creative when it comes to outbound calls, emails, and digital interactions. You’ll also be challenged to improve your technical understanding of the latest technologies and how companies can best benefit from them.
The ideal candidate for this role should be a self-starter with a real passion for technology and sales. You’ll need excellent communication and presentation skills, and the ability to build lasting relationships with clients. You must also be able to work independently and as part of a larger sales team.
As an Inside Sales Representative, you’ll be joining a rapidly growing tech industry and be part of a team of ambitious, like-minded people. You’ll have the chance to use your success to push the team to the next level and have a direct impact on the direction of the business.
At Expoint, we believe in investing in our people and rewarding their performance. We offer competitive base salaries, bonus schemes and extra benefits. If you think you have the skillset for this role, join us and take your sales career to the next level.