Employer Industry: Banking

Why consider this job opportunity:
- Competitive salary with incentive pay plans based on performance
- Comprehensive benefits package including medical, dental, and vision coverage
- Opportunity for career advancement and growth within the organization
- Flexible work-from-home options following onsite training
- Supportive and inclusive work environment that values diversity
- Paid vacation and sick time, along with a 401K with company match

What to Expect (Job Responsibilities):
- Provide full-service banking to affluent clients through education on financial products and services
- Achieve inbound call targets by identifying customer needs and providing appropriate guidance
- Take ownership of customer issues, working proactively to resolve them
- Refer clients to internal experts for complex financial needs
- Work under supervision or defined procedures to meet performance goals

What is Required (Qualifications):
- High School Diploma or GED
- One (1) year of experience in customer service or sales
- Registration with the Nationwide Mortgage Licensing System and Registry (NMLS)
- Ability to handle multiple priorities in a fast-paced environment
- Strong communication and customer focus

How to Stand Out (Preferred Qualifications):
- College Degree
- One (1) year of experience in banking and/or lending
- One (1) year of experience in relationship-based client consultation

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