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About the role
Key responsibilities & impact- Build relationships with customers via multiple channels
- Provide the best possible counsel while adapting a digital first mindset
- Assess and attend to customers’ banking needs
- Obtain and process customer and account information
- Demonstrate and educate clients on available deposit and loan products and services
- Recommending solutions based on each customer’s unique goals and needs
- Builds and fosters relationships with clients through proactive outreach and follow up
- Identifies solutions for new and existing clients based on their needs
- Maintains a working knowledge of consumer and business banking products and services
- Provides a consistent optimal client experience
- Opens new consumer and business accounts, completes service requests and submits credit applications
Requirements
What you’ll need- High school diploma or equivalent
- Three to four years of customer service experience
- Three to four years of sales experience
- Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems
- Proven customer service and interpersonal skills
- Strong mathematical, problem-solving, and negotiation skills
- Strong verbal and written communication skills
- Experience in the financial services industry preferred
- Bilingual ability to read, write, and speak in business-level proficiency of Mandarin language and English
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer servicesalesbanking productsloan productsdeposit productsaccount managementfinancial servicesmathematical skillsproblem-solvingnegotiation
Soft Skills
interpersonal skillsverbal communicationwritten communicationrelationship buildingadaptabilityproactive outreachclient experiencecounselingcustomer needs assessmentfollow up
Certifications
high school diplomaequivalent