Private Client Experience Specialist - Westerville, OH
On-siteWesterville, Ohio, United States
Job Summary
Deliver a seamless client onboarding experience by owning inquiries from start to finish and completing servicing requests. Partner with bankers to deepen client relationships through inquiry calls, relationship analysis, and business calls. Develop expertise in Private Client product offerings to assist with day-to-day banking needs, including identifying solutions, preparing deposit sales presentations, and verifying client identities. Support marketing activities such as sending approved client gifts and inviting clients to events. Leverage product knowledge in every interaction to uncover opportunities for deepening client wallet share and raising aligned bankers.
Required Qualifications
- A minimum of two years of financial services experience
- Demonstrated experience delivering exceptional client service to an affluent client base
- National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008
Desired Qualifications
- A bachelor's degree
- Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs
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