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Business development financial specialist

Grafton
beBeeClient
Posted: 6 December
Offer description

Financial Center Relationship Associate

This role involves engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.


Key Responsibilities:

* Execute the bank's risk culture and strive for operational excellence
* Build relationships with clients to meet financial needs
* Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

The successful candidate will have deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connect them to solutions that meet their financial goals.


Required Skills and Qualifications:

* Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
* Collaborates effectively to get things done, building and nurturing strong relationships
* Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
* Is confident in identifying solutions for new and existing clients based on their needs
* Communicates effectively and confidently and is comfortable engaging all clients
* Has the ability to learn and adapt to new information and technology platforms
* Confidently educates clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
* Applies strong critical thinking and problem-solving skills to meet clients' needs


Benefits:

* Efficiently manages time and capacity
* Focused on results while acting in the best interest of the client


Other Information:

* Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance

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