Banking Relationship Manager
3 days ago
This role is responsible for connecting clients with the breadth of solutions that the company offers to help achieve their financial goals in a virtual environment.
Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs.
Key Responsibilities:- Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
- Responds to customer inquiries and concerns, creating customized solutions
- Sells and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
- Identifies client needs for Specialist (licensed) sales functions and refers to partners (Merrill, Lending, & Small Business)
- Quotes rates, terms, and programs for banking solutions
- Manages risk in every business, product, and service transaction leveraging available tools
- Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives
- Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport, and handling objections
- Is comfortable receiving ongoing performance feedback and coaching
- Enjoys ongoing change and learning new technology/processes
- Has an intermediate level of proficiency with computers
- Experience in financial services
- Experience in sales, cross-selling, upselling, or referring products
- Experience working in an inbound or outbound contact center (phone, chat, and/or video)
- Experience working as a Personal Banker managing high-client volume
Training will begin on Monday, September 9, 2024, and will take place Monday through Friday from 9:00 AM to 5:30 PM EST. The first and second shifts are available, and Sundays are closed.
Onsite work will be required on the following schedules:
- Monday, Tuesday, Friday: 7:55 AM - 6:55 PM and Saturday: 8:55 AM - 7:55 PM
- Tuesday, Wednesday, Thursday, Friday: 10:30 AM - 7:30 PM and Saturday: 11:00 AM - 8:00 PM
Lincoln, RI
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