Senior Banker

TN Germany; Salem; Vor Ort; EUR 30.000 - 55.000; Vollzeit

Zusammenfassung

An established industry player is seeking a dedicated Client Service Representative to serve as the first point of contact for financial center clients. This role involves uncovering personal banking needs for individuals and small businesses, offering tailored solutions, and connecting clients with specialists. You will deepen client relationships through proactive outreach and exceptional care, ensuring a seamless client experience. If you are passionate about helping clients navigate their banking needs and thrive in a collaborative environment, this opportunity is perfect for you.

Qualifikationen

• Strong communication skills to assist clients effectively.
• Ability to educate clients on self-service technologies.

Aufgaben

• Partner with teams to provide banking solutions to clients.
• Assist clients with transactions through self-service technologies.
• Manage client interactions while adhering to regulatory requirements.

Kenntnisse

Active Listening

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

Ausbildung

High School Diploma / GED / Secondary School

Jobbeschreibung

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Description

:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

Responsibilities:

Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities

Assists, educates, and trains clients on conducting simple transactions through self-service technologies

Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy

Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping

Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Skills:

Active Listening

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