Client Relationship Representative (Universal Banker)
$40,000–$60,000 year
Remote · Dublin, Ohio, United States or New York City, New York, United States
Dublin, Ohio, United States or New York City, New York, United StatesRemoteFull Time$40,000–$60,000 yearEntry LevelHigh School Or EquivalentLarge
Type
Full Time
Level
Entry Level
Education
High School Or Equivalent
Company size
Large
Job Summary
The Client Relationship Representative (Universal Banker) role is integral to delivering exceptional customer service by efficiently completing banking transactions and guiding customers towards appropriate financial products. This position thrives in a high-paced sales environment, focusing on developing customer loyalty and achieving personal sales goals.
Required Qualifications
- High School Diploma or Equivalent
- Minimum of 6 months of experience selling products or services
- Minimum of 1 year of sales, banking and/or related experience
- S.A.F.E. Act Registration by NMLS within 3 months of hire
- Obtain Notary Public designation
- Ability to multi-task in a fast-paced environment
- In-depth knowledge of bank products/services
Desired Qualifications
- Prior banking experience
- Ability to sell and cross-sell bank products and services
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