Senior Banking Solutions & New Accounts Specialist

Military, Veterans and Diverse Job Seekers; San Diego (CA); Vor Ort; USD 60.000 - 75.000; Vollzeit

Zusammenfassung

Military, Veterans and Diverse Job Seekers in San Diego is seeking a Sr Client Services Specialist to interview and determine customers' banking needs, assist in selecting accounts and services, and efficiently open and cross-sell bank products.

You will handle teller transactions as needed, represent the bank professionally, and help train junior staff in new account processes while building strong relationships with customers and internal teams.

Qualifikationen

• Minimum 5 years banking experience.
• Minimum 2 years new account experience.
• Minimum of 1 year sales experience.
• Knowledge of Bank policies and procedures and regulatory compliance.

Aufgaben

• Interview customers to determine banking needs and recommend accounts/services.
• Open and cross-sell accounts and bank products.
• Process teller transactions as needed and maintain high service levels.
• Assist in training less experienced staff in new account processes.
• Handle complex transactions and customer relationships.

Kenntnisse

Interpersonal communication

Sales experience

Problem resolution

Jobbeschreibung

Military, Veterans and Diverse Job Seekers in San Diego is seeking a Sr Client Services Specialist to interview and determine customers' banking needs, assist in selecting accounts and services, and efficiently open and cross-sell bank products.

You will handle teller transactions as needed, represent the bank professionally, and help train junior staff in new account processes while building strong relationships with customers and internal teams.