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Financial Relationship Specialist
2 weeks ago
This position serves as the primary liaison for financial institution clients, helping to identify and fulfill their banking requirements.
Main Responsibilities:- Develop client relationships through tailored solutions and exceptional service delivery.
- Collaborate with teams to offer consumer and small business services and strategies.
- Assist clients in utilizing self-service technologies for basic transactions.
- Demonstrated sales experience in a relationship-driven environment (minimum 1 year).
- Associate's or Bachelor's Degree in business, finance, or a related field.
- Strong written and verbal communication skills, along with the ability to learn new information and technology platforms.
- Experience working in a financial setting with individual and/or team objectives.
- Familiarity with banking products and services, as well as proficiency in Microsoft applications.
