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A leading company in the financial services sector is seeking a motivated client engagement specialist. The role involves assisting clients with banking transactions and providing tailored solutions to meet their financial goals. Candidates should possess strong communication skills and a passion for improving clients' financial lives. This position requires flexibility and the ability to adapt to new technologies.
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Description
:Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities
Required Qualifications:
Desired Qualifications:
Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40