Job Summary
The primary focus of this role is to cultivate and sustain relationships with clients by delivering tailored financial solutions and exceptional customer service. Moreover, the position involves educating clients on digital banking technologies and partnering with in-house specialists to address specific financial requirements.
Responsibilities
- Manage and strengthen client relationships through personalized financial services.
- Provide clients with guidance on digital banking tools and technologies.
- Work collaboratively with internal experts to fulfill unique financial needs.
Qualifications
- Minimum one year of sales experience in retail banking or financial services.
- High school diploma or equivalent educational background required.
- Ability to obtain necessary FINRA and state licenses within 180 days of employment.
- Availability to work branch hours, including weekends and evenings.
