Financial Services Relationship Specialist
1 week ago
We are seeking a highly motivated Financial Services Relationship Specialist to join our team. As a key member of our banking team, you will be responsible for building and maintaining relationships with our customers, identifying their financial goals and needs, and providing personalized solutions to meet those needs.
About the RoleThe successful candidate will have excellent communication and interpersonal skills, with the ability to build rapport with customers and colleagues alike. You will also have a strong understanding of financial products and services, as well as the ability to analyze customer needs and provide tailored recommendations.
Key Responsibilities- Build and maintain strong relationships with customers, understanding their financial goals and needs, and providing personalized solutions to meet those needs.
- Analyze customer data and financial information to identify opportunities to deepen customer relationships and grow revenue.
- Develop and implement customized sales strategies to meet individual customer needs and achieve business objectives.
- Collaborate with cross-functional teams to leverage expertise and drive business growth.
- Bachelor's degree in Business Administration, Finance, or related field.
- Minimum 1 year experience in sales, customer service, or financial services.
- FINRA licenses (Series 6, 7, 63, 66) and/or state insurance license.
- Ability to work in a fast-paced environment and adapt to changing priorities.
- MBA or advanced degree in finance or related field.
- 2+ years experience in financial services, sales, or customer service.
- Demonstrated success in building and maintaining strong customer relationships.
- Knowledge of consumer and business deposit products, loans, and investments.
$50,000 - $70,000 per year.
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