Description

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This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.

Responsibilities:

Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner

Triages client requests and makes referrals to appropriate internal specialists

Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities

Required Qualifications:

Delivers solutions and experiences that improve clients’ financial lives