Asset Manager

Asset Manager

JOb Overview:

The Asset Manager is dedicated to delivering top-tier customer service through sales, assistance, and digital interactions for both Consumer and Business Banking customers. They assist in the everyday branch operations, address customer service and sales requests, and organize customer appointments to determine needs and pass on complex matters to the relevant team members.

Key Responsibilities:

• Initiate customer involvement by educating them about the various Consumer and Business Banking offerings accessible. Provide recommendations that align with customer needs and highlight the advantages of leveraging digital banking features.
• The process of appointments and consultations involves overseeing customer meetings, whether they are arranged in advance or occur spontaneously, to identify their financial needs and ensure a smooth transition to the relevant banking professionals for complex matters.
• Initiate contact with customers proactively to promote loyalty and cultivate stronger connections.
• Lobby Oversight: Take part in lobby oversight by greeting customers, addressing inquiries, and assuming responsibility for resolving immediate banking issues.
• Provide assistance in branch operations by helping with customer transactions, managing overdraft situations, and ensuring compliance with internal processes. Execute operational responsibilities as requested.
• Adherence to Compliance and Risk Management: Keeping abreast of Anti-Money Laundering (AML), Bank Secrecy Act (BSA), and Know Your Customer (KYC) methodologies. Pinpointing and escalating suspicious transactions. Verifying compliance with operational and regulatory standards.
• Customer Resolution: Deal with customer concerns promptly and accurately, documenting them for proper tracking and follow-up. Ensure customer complaints are addressed effectively and in a timely manner.
• Sales Referrals require identifying potential sales leads and directing customers to the appropriate banking counterparts for tailored product options.

Scope of Responsibilities:

• Give outstanding customer care and efficiently tackle any problems that arise.
• Drive branch revenue growth while enhancing customer experience.
• Perform a variety of duties within the branch, including commencing account creations and facilitating loan originations, as well as resolving problems and managing transactional activities.
• Express empathy and concern for customers, place them at the core of interactions, be willing to adjust to varying circumstances, and demonstrate proficiency in digital literacy throughout customer exchanges.

Qualifications in both academic and practical realms:

• Attainment of a GED or high school diploma.
• Applicants must possess a minimum of one year of involvement in retail sales, call center activities, customer service, or telesales.
• Competent in expressing thoughts and ideas verbally and through interactions with others.
• Competence in managing demanding customer conversations and varying customer requirements.
• Well-organized with strong time management and prioritization skills.
• Proficiency in working well under stress when part of a fast-moving team setup.
• Skillful in handling web-based technologies.

Preferred Qualifications:

• Bilingual skills aligned with specific branch needs.
• Confirmed skillset in sales execution or referral acquisition.

Physical Requirements:

• Having the capability to stay upright without rest for extended periods.
• Lengthy periods of hands and fingers being actively involved.
• Proficiency in lifting light to moderately heavy objects (5–30 lbs) as required.
• Proficiency in understanding minute print.
• Capability to communicate effectively with clients in a face-to-face setting.

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