Portable Wealth Manager

Job Summary:Portable Wealth Manager

The Portable Wealth Manager focuses on providing outstanding customer service by offering sales, assistance, and digital interaction for Consumer and Business Banking clients. They assist in the smooth operation of branch activities, cater to customer sales and service requirements, and organize customer meetings to uncover needs and direct intricate matters to the right colleagues.

Key Responsibilities:

• Foster customer engagement by providing details on Consumer and Business Banking services. Recommend appropriate solutions based on individual preferences and highlight the importance of utilizing digital banking features for secure and efficient banking transactions.
• Coordinating appointments and consultations requires overseeing customer appointments, whether they are planned in advance or happen on the spot, to recognize their financial needs and facilitate a smooth connection to the appropriate banking authorities for challenging issues.
• Initiate contact with customers proactively to promote loyalty and cultivate stronger connections.
• Lobby Administration: Proactively participate in lobby administration by welcoming clients, responding to questions, and taking responsibility for promptly addressing urgent banking requirements.
• Provide assistance in branch operations by helping with customer transactions, managing overdraft situations, and ensuring compliance with internal processes. Execute operational responsibilities as requested.
• Safeguarding Compliance and Risk Management: Keeping up with Anti-Money Laundering (AML), Bank Secrecy Act (BSA), and Know Your Customer (KYC) methodologies. Spotting and raising awareness of potential fraud situations. Affirming compliance with operational and regulatory requirements.
• Customer Resolution: Efficiently manage customer complaints by accurately documenting and following up on them promptly. Ensure timely and effective resolution of customer issues.
• Sales Referrals consist of recognizing potential sales prospects and directing customers to the suitable banking associates for personalized product recommendations.

Scope of Responsibilities:

• Deliver stellar assistance and promptly address customer queries.
• Increase branch revenue and enhance customer satisfaction through targeted sales efforts.
• Embrace different responsibilities within the branch, such as opening new accounts and initiating loans, resolving issues, and managing transaction processing.
• 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:

• Meeting the educational standard with either a high school diploma or GED.
• The role requires a minimum of one year of practice in retail sales, call center responsibilities, customer service, or telesales.
• Competent in expressing thoughts and ideas verbally and through interactions with others.
• Proficiency in managing challenging customer interactions and diverse customer requirements.
• Well-organized with strong time management and prioritization skills.
• Talent for handling demanding situations within a team-oriented, fast-paced context.
• Proficient in internet-related technological competencies.

Preferred Qualifications:

• Bilingual skills aligned with specific branch needs.
• Recognized aptitude in sales achievements or referral networking.
• Physical Requirements:
• The ability to bear standing up for long stretches.
• Lengthy periods of hands and fingers being actively involved.
• Capability to raise objects weighing between 5 and 30 pounds.
• Proficiency in understanding minute print.
• Ability to handle customer interactions in a physical work environment.

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