Job Summary
This role is essential in delivering financial services, which includes managing the processes of opening and closing accounts, supporting account upkeep, and addressing client concerns effectively. This position also involves collaborating with colleagues to mentor lobby staff and pinpoint sales opportunities to achieve production targets.
Responsibilities
- Execute the tasks of opening and closing client accounts.
- Assist in the maintenance and management of existing accounts.
- Address and resolve inquiries from clients in a timely manner.
- Work alongside team members to provide training for lobby associates.
- Identify potential sales opportunities to help achieve production goals.
Qualifications
- High school diploma or equivalent educational background.
- 0 to 3 years of experience in new account creation.
- Strong verbal and written communication skills.
- Basic mathematical skills and proficiency.
- Ability to use standard office equipment effectively.
