Financial Services Specialist
1 week ago
We are seeking a highly motivated Financial Services Specialist to join our team at Russell Tobin. This role is responsible for connecting clients with the breadth of solutions that we offer to help achieve their financial goals.
The ideal candidate will have a strong passion for delivering an exceptional customer experience and a commitment to teamwork. They will be able to engage with clients, understand their needs, and actively share options using plain language, building rapport, and handling objections.
Salary: $25-27/hour
Key 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
- Displays passion, commitment, and drive to deliver an exceptional customer experience
- Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
- Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport, and handling objections
- Comfortable receiving ongoing performance feedback and coaching
- Comfortable with ongoing change and learning new technology/processes
- Minimum of at least an intermediate level of proficiency with computers
- Self-motivated with excellent organizational skills
- Strong decision-making and problem-solving skills
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