Client Relationship Manager
6 days ago
**Job Summary:**
We are seeking a highly skilled and experienced Premier Financial Advisor to join our team at Flushing Financial Corp. As a Premier Financial Advisor, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.
Key Responsibilities- Meet or exceed all financial objectives, including investment and insurance revenue goals, as well as expectations for Premier Checking growth.
- Engage with customers to establish new relationships, retain and deepen existing relationships, and provide highest customer service standards.
- Utilize a consultative selling approach to understand customer needs and financial goals, offer appropriate solutions, and refer to business partners when necessary.
- Manage a portfolio of clients, with a focus on retaining and deepening relationships and establishing a vibrant referral network.
- Leverage licenses and investment knowledge to recommend investment and insurance solutions.
- Proactively and professionally greet customers, determine the best way to manage their experience, and engage in outbound calling and outreach activities to generate qualified referrals.
- Handle servicing of customer accounts, resolve issues efficiently and effectively, and maintain the highest customer service standards.
- May be the officer in charge when the Branch Manager is not available, taking lead on all sales initiatives and ensuring an exceptional client branch experience.
- Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies, and practices.
- Establish proficiency in the Bank's systems needed to effectively service customers with the highest service standards.
- Ensure compliance with all regulations, policies, and procedures.
- Bachelor's Degree in Business, Finance, or related field, or comparable education and/or experience.
- 5+ years of experience in a financial institution or comparable experience in a selling environment.
- Strong interpersonal and effective communication skills leading to strong client service and sales skills.
- A track record of working effectively in a team environment and building relationships with colleagues.
- Knowledge of financial institution operations and procedures.
- Ability to apply strong analytical skills in reviewing data received from business partners.
- Ability to work independently and collaboratively with internal business partners.
- Effective communication skills, including oral and written skills.
- Working knowledge of Windows, Microsoft Word, and Excel, and multiple computer and software systems.
- Securities & Health/Life licensing is preferred, but not required.
- A high level of trustworthiness, character, professionalism, confidentiality, and honesty in dealing with colleagues and customers.
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