Consumer Investments - Financial Services Representative I (Lincoln, RI)
$52,000–$56,160 year
On-siteLincoln, Nebraska, United States or Riverside, California, United States
Lincoln, Nebraska, United States or Riverside, California, United StatesOn-siteFull Time$52,000–$56,160 yearLarge
Full TimeLarge
Job Summary
Resolve escalated and complex inquiries regarding accounts and financial services while adhering to established procedures. Educate clients on value-added opportunities and identify needs for deeper financial conversations, then triage requests to appropriate internal specialists. Apply knowledge of financial products and banking services to deliver solutions that improve clients' financial lives through effective communication and collaboration.
Required Qualifications
- Delivers solutions and experiences that improve clients' financial lives
- Applies learnings and adapts new information to identify appropriate client solutions
- Displays a proactive and ambitious mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client interests
- Demonstrates a willingness to establish a career in the financial services industry
- Strong computer application skills, including Microsoft Office
- Active Listening
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Oral Communications
- Account Management
- Client Experience
- Branding
- Decision Making
- Emotional Intelligence
- Result Orientation
- Adaptability
- Coaching
- Prioritization
- Referral Identification
- Written Communications
- High School Diploma / GED / Secondary School or equivalent
Desired Qualifications
- Bachelor's degree and/or minimum of one year of experience in a performance-based environment
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