Financial Services Specialist
3 weeks ago
We are seeking a highly skilled Financial Services Specialist to join our team. As a key member of our business development team, you will be responsible for acquiring and deepening client relationships, generating new business opportunities, and delivering exceptional client experiences.
Key Responsibilities:
- Acquire and deepen client relationships through strategic advising, cross-selling efforts, and tailored solutions.
- Develop and maintain relationships within the internal community to facilitate service issues and opportunities for clients and prospects.
- Deliver exceptional and consistent client experiences by understanding client needs, resolving escalations effectively, and prioritizing activities to meet client expectations.
- Improve sales and banking acumen through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum.
- Capture holistic views of client needs, drawing insights from data to provide sound financial advice, strategies, and product solutions.
- Maintain awareness of updates to policies and procedures, ensuring that decisions made are consistent with Bank policies and procedures, and applicable regulations.
- Partner with a collaborative mindset to meet client needs by introducing them to the right partner in the CNB ecosystem.
Requirements:
- Bachelor's Degree or equivalent.
- Minimum 3 years of direct sales experience required.
- Minimum 3 years of experience in a financial institution required.
Salary Range:$65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location.
This role is eligible for bonus and/or commissions.
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