OverviewA Senior Financial Services Representative (FSR) supports sales and service delivery in the branch. The Senior FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. This role supports the fulfillment of certain consumer investment needs.Qualities of a successful candidate:Sales Outreach:Self-starter that is disciplined enough to manage daily calling activity to achieve required results.Communication Skills - Interpersonal:Comfortable and confident with proactively engaging in conversationCustomer Service Skills:Builds trust and confidence with clientsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork:Strives to build strong working relationships with those on their team as well as cross-functional relationshipsInfluence:Capable of building rapport with different personalities to drive positive resultsAgility: Able to process information and move quickly through problem resolutionResponsibilities
OverviewA Senior Financial Services Representative (FSR) supports sales and service delivery in the branch. The Senior FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. This role supports the fulfillment of certain consumer investment needs.Qualities of a successful candidate:
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