Client Relationship Manager
2 months ago
Job Summary:
A Branch Banking Client Consultant I provides high-quality, prompt, and professional financial services to customers. Key responsibilities include interacting with clients, providing exceptional service, and meeting financial goals. Responsibilities also include processing financial transactions accurately and efficiently while maintaining operational standards.
Key Responsibilities:
- Sales Performance: Support team efforts to achieve growth targets in financial performance and primary client acquisition.
- Client Experience: Provide positive client experience by assisting with account questions, problems, and complaints, and resolve in a timely and effective manner.
- Management: Deliver timely and accurate daily financial transactions, striving for no controllable preventable losses, and understand and adhere to all applicable bank policies and regulations.
- Additional Responsibilities: Performs special projects and additional duties as required.
Job Requirements:
- High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
- 0 – 3 years of customer service and sales experience, required
- Experience in financial services industry, preferred
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