Job Description
This role is based in Belfast, ME 04915, USA and involves connecting clients with the broad range of financial solutions that to help them achieve their financial goals.
This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.
Key Responsibilities:
- Build and deepen client relationships by identifying financial needs and recommending suitable products, services, and solutions.
- Respond to customer inquiries and concerns, providing customized solutions.
- Sell and fulfill banking products such as checking and savings accounts, credit cards, Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), and loans.
- Identify client needs for specialized sales functions and refer to partners (Merrill, Lending, & Small Business).
- Quote rates, terms, and programs for banking solutions.
- Manage risk in every business, product, and service transaction by leveraging available tools.
