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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:
Skills:
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and showing empathy
• Is curious, has a growth mindset and is comfortable receiving ongoing performance feedback and coaching
• Enjoys ongoing change and learning new technology/processes
• Has an intermediate level of proficiency with computers
Desired skills (that may result in a higher than average starting salary)
• Experience in financial services
• Experience in sales, cross-selling, upselling or referring products
• Experience working in an inbound or outbound contact center (phone, chat and or video)
• Experience working as a Personal Banker managing high client volumeSkills Used in this Role:
• Relationship building
• Consumer products and solutions
• Telephone sales
• Referral Sales
• Transitioning client conversations
• Customer focus
• Customer service
• Building rapport
• Establishing Trust
• Active Listening
• Overcoming objections
• Gaining agreement
• Multitasking
• Oral communication
• Problem solving
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit