Job Summary
This position focuses on developing strong customer relationships by assessing their banking requirements and proposing suitable financial products. The role is integral to enhancing customer engagement and ensuring satisfaction through personalized service and expert guidance.
Responsibilities
- Establish and cultivate relationships with customers to understand their banking needs.
- Recommend appropriate banking products based on customer assessments.
- Open new accounts and assist customers with account management.
- Provide in-person education about digital banking solutions and services.
Qualifications
- A minimum of one year of sales experience in either retail or financial services is required.
- Candidates must hold an NMLS Mortgage Loan Originator License.
