Job Summary
This position entails overseeing and nurturing client relationships by delivering customized financial solutions and exceptional service in a branch setting. The role also includes educating clients about digital banking tools and working together with internal specialists to address specific financial requirements.
Responsibilities
- Manage and nurture client relationships through personalized financial services.
- Provide exceptional customer service in a branch environment.
- Educate clients on digital banking tools to enhance their banking experience.
- Collaborate with internal experts to fulfill unique financial needs.
Qualifications
- Minimum of one year of sales experience in retail banking or financial services.
- Must have or be willing to obtain necessary FINRA and state licenses.
- High school diploma or GED is required.
- Availability to work during branch hours, including weekends and evenings.
