Bank of the West - Finance and Investment Industry
Financial Services - Banking/Investment/Finance
670 Logan Mill Rd
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Job Description SummaryProvides high quality customer service by processing customer service transactions efficiently and accurately and uncovering cross sell opportunities of bank products or referring customers to other areas of the bank.Essential Job FunctionsProcesses complex customer transactions accurately of all deposits, transfers, withdrawals, and other transactions in accordance bank policies, procedures and regulatory requirements.Identifies sales and cross selling opportunities and makes qualified referrals to specialist sales partners.Performs outbound calls for service/sales follow up in support of MCCRM goals.Other Job DutiesPerforms other duties as assigned.QualificationsWork ExperienceS2 - 3 yrs Requires basic job knowledge of systems and procedures obtained through prior work experience or education.Requires 3 years minimum experience. May require vocational or technical education in addition to prior work experience.SkillsGood customer service skills that includes verbal and communication skillsGood knowledge of Bank deposit and credit products; regulatory requirementsGood at building relationships, collaboration and team workGood problem solving skills Associated topics: broker, commission, client, health, healthcare, insurance sales agent, outside sales, phone, sales agent, sales professional
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.