Client Relationship Specialist
3 days ago
The estimated salary for this position is $50,000 - $70,000 per year.
In this role, you will have the opportunity to work closely with clients to understand their financial goals and provide tailored solutions to help them achieve success. As a Financial Relationship Banker, you will be responsible for building and maintaining strong relationships with clients, identifying opportunities to sell bank products and services, and delivering exceptional customer service.
Responsibilities:
- Develop and implement plans to build and maintain client relationships
- Provide expert advice on financial products and services
- Work with clients to identify and address their financial needs
- Meet individual sales goals and objectives
Requirements:
- One year of customer-facing experience required; high school diploma or equivalent preferred
- Ability to work independently and as part of a team
- Strong communication and interpersonal skills
- Basic computer skills and knowledge of MS Office programs
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