Employer Industry: Banking and Financial Services

Why consider this job opportunity:
- Opportunity for career growth and advancement within a leading financial institution
- Competitive salary with potential for bonuses based on performance
- Commitment to diversity and inclusion in the workplace
- Supportive team environment focused on building lasting relationships with clients
- Chance to make a significant impact on client satisfaction and financial well-being
- Engage with clients through both phone and video interactions

What to Expect (Job Responsibilities):
- Manage client banking relationships with an advice-based approach to provide tailored products and services
- Engage and educate customers, establishing trust and building lasting relationships
- Collaborate with Specialists to connect clients with experts for specialized financial needs
- Proactively address potential issues to enhance the client experience
- Share and set up self-service options for clients to access their accounts 24/7

What is Required (Qualifications):
- Minimum of 1 year of experience in banking or financial services with a track record of client acquisition and relationship management
- High school diploma, GED, or foreign equivalent
- Strong financial planning skills and adherence to banking regulations
- Excellent written and verbal communication abilities
- Availability to work during Virtual Branch hours, including weekends and evenings

How to Stand Out (Preferred Qualifications):
- College degree or military equivalent
- Experience working with affluent clients
- Strong commitment to a long-term career within the firm

#Banking #FinancialServices #CareerOpportunity #ClientRelationships #DiversityAndInclusion

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