Financial Relationship Specialist

Há 3 dias

Santo André, São Paulo, Brasil beBeeRelationship Tempo inteiro US$35.000 - US$40.000
Job Description

As a Relationship Banker, you will be responsible for identifying customer needs and matching them with the appropriate bank products and services. Your goal will be to enhance current or prospective customers' satisfaction, loyalty, and financial well-being.


You will utilize proactive sales/service efforts coupled with the recognition of referral opportunities. This will enable you to deepen customer relationships while processing various cash and non-cash transactions efficiently.


Key Responsibilities
  • Identify customer needs and make referrals through proactive sales/service efforts.
  • Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
  • Deliver exceptional customer service that follows industry standards.
  • Continually safeguard the bank's assets and security of the working environment while processing transactions accurately.
  • Balances cash drawer daily for both the cash totals and ensure proper documentation has been executed.
  • Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales.
  • Making outreach calls to customers and/or prospects.
  • Comply with the bank's guidelines, policies, procedures, and standards of performance.

Qualifications
  • High school diploma or equivalent education.
  • One year of sales or customer service experience (in lieu of experience, Bachelor's degree is acceptable).
  • Able to use basic math concepts and handle routine transactions.
  • Exceptional customer service skills with the ability to learn and communicate relevant products.
  • Pass assessment tests related to customer service and math skills.
  • Able to meet sales goals in a retail environment.
  • Basic computer skills and the ability to learn internal technology systems.
  • Strong interpersonal and communication skills both verbal and written.
  • Time management skills.
  • Detail-oriented with a focus on quality and accuracy.

Benefits

Working as a Relationship Banker comes with numerous benefits, including:


  • Opportunities for career growth and advancement.
  • Competitive salary and commission structure.
  • Comprehensive training program.
  • Collaborative work environment.
  • Professional development opportunities.

Others

This role requires strong communication skills, both verbal and written. The ideal candidate should be able to build rapport with customers, understand their needs, and provide solutions accordingly. They must also be detail-oriented and have excellent time management skills. Additionally, they should be able to lift at least 20 pounds in order to process boxed or bagged coins.

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