Universal Branch Consultant

What you'll be doing: Will create and manage the customer experience for branch customers and prospects. Will manage the experience end to end, efficiently handling service transactions, identifying sales opportunities and making referrals to ecosystem partners as appropriate. Through quality customer interactions that exceed expectations, the hiring person will establish a foundation of trust with each and every customer. Demonstrate strong understanding of industry trends and how to impact the customer. Demonstrate a high level of courtesy and efficiency with customers, continuously exceeding expectations with servicing skills. Apply product and procedural knowledge to solve customer problems appropriately and efficiently. Process a variety of routine and complex transactions for branch customers, including deposits, withdrawals, and loan payment processing. Identify and act upon opportunities to refer customers to specialists in other lines of business.

What your background should be: Thorough understanding of systems and processes. Strict adherence to established policies and procedures. Using sound judgment when making sound decisions. Must be able to work flexible hours that will vary depending on location. Able to work weekends and evenings. Must be able to stand or sit for long periods of time. Excellent interpersonal and communication skills (both written & verbal). Strong computer skills (Windows-based applications). Experience being evaluated/surveyed by customers is preferred. Twelve to 24 months in financial services, sales or retail industry experience is preferred, as is the ability to cross-sell products and services.

Who is the client company: This is an American financial services corporation.; If you are interested in this position, send your resume to apply@kochdavis.com