המקום בו המומחים והחברות הטובות ביותר נפגשים
This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.
Responsibilities:
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
Responds to customer inquiries and concerns, creating customized solutions
Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
Identifies client needs for licensed sales functions, making referrals to Line of Business partners
Quotes rates, terms, and programs for banking solutions
Manages risk in every business, product, and service transaction leveraging available tools
Skills:
Attention to Detail
Fluent in Spanish and English
Client Solutions Advisory
Customer and Client Focus
Interpret Relevant Laws, Rules, and Regulations
Adaptability
Client Experience Branding
Customer Service Management
Issue Management
Problem Solving
Active Listening
Business Development
Consulting
Referral Identification
Required Qualifications:
Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
Must be fluent in Spanish and English.
Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections•
Is comfortable receiving ongoing performance feedback and coaching•
Is comfortable with ongoing change and learning newtechnology/processes•
Has at least an intermediate level of proficiency with computers•
Is self-motivated with excellent organizational skills•
Has strong decision-making and problem-solving skills
Desired Qualifications:
Experience in the banking/financial industry
Experience working in a call center•
Experience in telephone sales
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך