Senior Financial Services Professional
1 week ago
About the Role:
This position is responsible for serving as the primary point of contact for financial center clients, helping to identify and meet their personal banking needs. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care.
Key Qualifications:
- Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
- Strong written and verbal communications skills
- Ability to learn and adapt to new information, technology platforms, and handle ambiguity
- Effective time management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously
Preferred Qualifications:
- Associate's degree or bachelor's degree in business, finance, or a related field
- Experience working in a financial center where goals were met or exceeded
- Strong computer skills including MS applications and previous experience utilizing laptop technology
Skills:
- Active Listening
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
Work Schedule:
1st shift (United States of America)
Hours Per Week:
40
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