Senior Banker - Parmatown

Bank of America; Parma; In loco; EUR 30.000 - 40.000; Tempo pieno

Descrizione del lavoro

A leading financial institution in Parma, Italy is looking for a motivated client services specialist. This role focuses on enhancing client relationships by identifying banking needs and offering tailored solutions. The ideal candidate possesses strong sales experience and is passionate about providing exceptional customer service. Responsibilities include assisting clients with financial center services and leveraging technology to improve client experiences. Competitive salary and work hours are offered in this full-time on-site position.

Competenze

• Minimum of one year demonstrated sales experience in a relationship-oriented environment.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information and technology platforms.

Mansioni

• Assist clients with financial needs by uncovering personal banking requirements.
• Provide education on self-service technologies for transactions.
• Ensure adherence to established processes and regulatory requirements.

Conoscenze

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Client Solutions Advisory

Relationship Building

Formazione

High School Diploma / GED / Secondary School or equivalent

Descrizione del lavoro

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

Required Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Confident in identifying solutions for helping new and existing clients based on their needs
• Strong written and verbal communications skills
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
• Must be able to work weekends and / or extended hours and travel to any financial center location within a reasonable distance

Desired 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
• Retail and / or sales experience in a salary plus incentive environment
• Experience working in an environment with individual and / or team goals where goals were routinely met or exceeded
• Experience with financial information, spreadsheets and financial skills
• Knowledge of banking products and services
• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology

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