Part Time Universal Banker
4 weeks ago
The Universal Banker is a key role within our organization, responsible for delivering exceptional customer service and sales expertise to internal and external clients. This position requires a strong ability to engage with clients, understand their financial needs, and provide tailored solutions to meet their goals.
Key Responsibilities- Provide exceptional customer service, responding to client inquiries and resolving account service issues in a timely and effective manner.
- Engage with clients to understand their financial needs and provide personalized solutions, including opening accounts, credit cards, and other financial products.
- Utilize digital tools and technology to present product offers and financial solutions to clients, including sales walls, tablets, and smart phones.
- Collaborate with internal partners to provide seamless service to clients, including leveraging video conferencing for financial advisors and mortgage specialists.
- Take ownership of client problems, resolving issues promptly and effectively to ensure complete client satisfaction.
- Recognize transaction needs of clients, directing them to alternative self-service channels and providing assistance as needed.
- Educate clients on self-service capabilities and encourage the use of digital service channels, such as online banking, mobile banking, and ATMs.
- Exercise ownership and ensure all follow-up items are complete or handled off to the appropriate individual, working harmoniously with multiple team members.
- Engage clients with a warm, friendly smile, pleasant demeanor, and a focus on providing a positive overall customer experience.
- 1-3 years of relevant experience in customer service, digital engagement, and sales/referrals.
- Excellent verbal and written communication skills, with the ability to engage with clients in a professional and courteous manner.
- Analytical and problem-solving skills, with the ability to resolve client issues and provide tailored solutions.
- Basic computer and digital tools skills, with the ability to utilize digital tools and technology to present product offers and financial solutions.
A high school diploma or equivalent is required for this role.
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Real Estate Professional
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Real Estate Sales Agent
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Real Estate Sales Professional
4 weeks ago
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Real Estate Sales Professional
2 months ago
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Real Estate Sales Professional
4 weeks ago
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Floating Banker
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Security Officer
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Delivery Associate
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Logistics Coordinator
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Customer Service Representative
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Security Officer
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Part-time Cashier
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Client Relationship Manager
4 weeks ago
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Client Relationship Manager
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La Jolla, California, United States City National Bank Full timeJob SummaryWe are seeking a highly skilled Client Manager to join our team at City National Bank. As a Client Manager, you will be responsible for retaining and growing client relationships through high-touch service and delivering investment analysis, financial planning, and customized credit solutions to individuals and families within a specific...
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Client Relationship Manager
4 weeks ago
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Security Officer
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Administrative Assistant
4 weeks ago
La Verne, California, United States Glendora Employment Agency, Inc. Full time{"h1": "Part-Time Administrative Assistant Job Description", "p": "At Glendora Employment Agency, Inc., we are seeking a highly organized and detail-oriented Part-Time Administrative Assistant to join our team. As a Part-Time Administrative Assistant, you will be responsible for providing administrative support to our Operations department, including...