Premier Financial Representative

Here's what you can expect from the job and what you need to be successful:

Job Duties

• Process financial business for affluent members quickly and accurately, including opening accounts, wire transfers, account transfers and loan payments
• Provide the highest quality of service to assigned members; promptly address member concerns and/or escalate to leadership when appropriate
• Engage with members and recommend options that best fit their needs, participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
• Perform follow-up activities for assigned and prospective members, including outbound calls and business development activities
• Assist members in their financial goals by offering multiple deposit & lending product options
• Partner with other business units in sales and service activities
• Mentor Financial Solutions Representatives on a day to day basis as a peer coach

Essential Skills

• Minimum Education: High School Diploma
• Minimum 2 years’ experience as a financial solutions representative and/or senior branch representative, including deep experience with building relationships with customers, uncovering needs and offering solutions
• Experience in outbound sales and outbound calling
• Exceptional listening skills with the ability to ask probing questions, understand concerns, and overcome objections
• Excellent verbal and written communication skills; able to express ideas concisely and logically
• Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment
• Ability to work in fast-paced environment and meet deadlines without sacrificing quality
• Ability to foster strong relationships with internal and external stakeholders
• Strong analytical and problem-solving skills with attention to detail
• Working knowledge of Microsoft Office Suite
• Certification/License: N/A