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Top Tier Investment Banking firm looking for Bank Products Client professionals to join their growing team. This is an excellent opportunity to be responsible for connecting clients with the breadth of solutions that the bank offers to help achieve their financial goals in a virtual environment. Client Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs.
Required skills:
Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and showing empathy
Is curious, has a growth mindset and is comfortable receiving ongoing performance feedback and coaching
Enjoys ongoing change and learning new technology | processes
Has an intermediate level of proficiency with computers
Desired Skills
Experience in financial services
Experience in sales, cross-selling, upselling, or referring products
Experience working in an inbound or outbound contact center (phone, chat and or video)
Experience working as a Personal Banker managing high client volume
This role will be ONSITE out of the Scranton, PA office.
Full Time
$62k-83k (estimate)
10/09/2023
06/03/2024
clallammosaic.org
Port Angeles, WA
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