This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.

Responsibilities:

Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
Responds to customer inquiries and concerns, creating customized solutions
Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
Identifies client needs for licensed sales functions, making referrals to Line of Business partners
Quotes rates, terms, and programs for banking solutions
Manages risk in every business, product, and service transaction leveraging available tools
Skills:

Attention to Detail
Client Solutions Advisory
Customer and Client Focus
Interpret Relevant Laws, Rules, and Regulations
Adaptability
Client Experience Branding
Customer Service Management
Issue Management
Problem Solving
Active Listening
Business Development
Consulting
Referral Identification
Research
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Training/Start Date: Monday February 3, 2025