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
Delivers exceptional customer service by resolving escalated and complex inquiries regarding accounts and financial products. Triages client requests and makes referrals to appropriate internal specialists while educating clients on value-added opportunities. Applies knowledge of financial planning and banking services to identify the need for deeper financial conversations and ensure client needs are met in a timely fashion. Adheres to procedures and guidelines while building strong client relationships 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
- Builds strong client relationships through effective communication and collaboration
- 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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