Financial Relationship Expert

4 weeks ago


Amherst, Ohio, United States Northwest LLC Full time
Job Overview

We are seeking a skilled Financial Relationship Expert to join our team at Northwest LLC. This role is perfect for individuals who enjoy building strong relationships with clients and providing exceptional customer service.

Key Responsibilities
  • Acquiring New Clients: Proactively identify and acquire new clients through outreach and preplanned appointments.
  • Deepening Existing Relationships: Develop and maintain existing client relationships by providing personalized financial solutions.
  • Exceptional Customer Experience: Deliver top-notch customer service, resolving issues promptly and exceeding client expectations.
  • Cross-Selling Opportunities: Recognize and capitalize on cross-selling opportunities, promoting relevant banking products and services.
  • Technology Expertise: Stay up-to-date on Northwest technology, educating clients on self-service options and assisting with their banking needs.
  • Team Collaboration: Work closely with colleagues to achieve sales goals and provide excellent customer service.
Requirements
  • Effective Communication: Excellent communication skills, both written and verbal.
  • Problem-Solving: Ability to analyze problems, think critically, and develop effective solutions.
  • Time Management: Strong time management skills, prioritizing tasks and meeting deadlines.
  • Sales Experience: Previous sales experience, preferably in a retail or banking environment.
  • Customer Service: Proven track record of delivering exceptional customer service.
Qualifications
  • High School Diploma: High school diploma or equivalent required.
  • Previous Experience: 1 year of banking and/or retail experience preferred.

Estimated Salary: $55,000 - $65,000 per annum, depending on location and qualifications.



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