Key skills
Risk ManagementCommunicationTime ManagementSales
About this role
Role Overview
- Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach
- Specializes in branch customer experience through lobby management, servicing and sales interactions
- Play key role in Relationship Management, Sales Process, and Risk Management
- Complete basic research on customer profiles to assess potential ways to add value
- Proactively reach out to clients via e-mail or phone for follow-up and education on value-added products/services
- Onboard new customers through customer outreach
- Establish trust with existing clients through proactive outreach
Requirements
- High school diploma or equivalent (GED)
- Minimum of 2 years proven retail sales, call center, customer service and/or telesales experience OR 1 year proven proactive sales experience
- Strong verbal communication and interpersonal skills
- Proven ability to demonstrate exceptional customer service
- Well-organized individual with time management and prioritization skills
- Demonstrated financial services product knowledge
- Ability to communicate with tact and diplomacy with internal and external customers
- Proficient with internet user-level technology
Benefits
- Health insurance
- Retirement plans
- Forty hours of paid volunteer time each year