Job Summary
This role involves providing a range of financial services, including the initiation and termination of accounts, overseeing account upkeep, and addressing client questions and concerns. Additionally, the position requires collaboration with team members to promote and sell bank products and services, all while achieving established sales objectives.
Responsibilities
- Open and close customer accounts efficiently.
- Manage ongoing account maintenance and ensure client satisfaction.
- Address and resolve client inquiries in a timely manner.
- Work cohesively with the team to cross-sell various bank offerings.
- Meet and strive to exceed sales production targets.
Qualifications
- High school diploma or equivalent educational attainment.
- Experience in new account management ranging from zero to three years.
- Completion of internal training programs provided by the bank.
- Strong communication skills, both verbal and written.
- Proficiency in math and financial calculations.
