Relationship Banker

Job Title: Client Engagement Specialist

About Us:

At JobLeads, we're committed to helping individuals find their ideal career path. We believe that every person deserves a fulfilling job that aligns with their skills and interests.

Job Summary:

We are seeking a highly motivated and enthusiastic Client Engagement Specialist to join our team. As a key member of our organization, you will be responsible for engaging clients in the lobby, educating them on self-service resources, and assisting with transactions. Your primary goal will be to build strong relationships with clients, understand their financial priorities, and connect them with solutions that meet their needs.

Main Responsibilities:

1. Risk Management and Operational Excellence: Execute the bank's risk culture and strive for operational excellence in all daily activities.
2. Client Relationship Building: Build lasting relationships with clients to meet their financial needs and provide personalized solutions.
3. Process Adherence: Follow established processes and guidelines to ensure compliance with laws and regulations, always acting in the best interest of the client.
4. Business Growth: Collaborate with experts to grow business knowledge and network, driving business growth and expansion.
5. Center Management: Effectively manage center traffic, appointments, and outbound calls to optimize client experience.
6. Client Experience: Drive the client experience by providing exceptional service, building trust, and exceeding expectations.

Required Qualifications:

1. Motivation and Results-Orientation: Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, always prioritizing the client's needs.
2. Collaboration and Communication: Collaborate effectively to get things done, building and nurturing strong relationships through open and clear communication.
3. Passion and Commitment: Demonstrate passion, commitment, and drive to deliver an exceptional client experience that improves their financial lives.
4. Solution Identification: Confidently identify solutions for new and existing clients based on their unique needs and preferences.
5. Communication Skills: Communicate effectively and confidently, engaging all clients with empathy and understanding.
6. Adaptability and Learning: Possess the ability to learn and adapt to new information and technology platforms, staying up-to-date on industry trends and developments.
7. Educational Support: Confidently educate clients on how to conduct simple banking transactions through self-service technologies, such as ATMs, online banking, or mobile banking.
8. Critical Thinking and Problem-Solving: Apply strong critical thinking and problem-solving skills to meet clients' complex needs and exceed their expectations.
9. Time Management: Efficiently manage time and capacity, prioritizing tasks and meeting deadlines while maintaining a high level of productivity.
10. Flexibility and Availability: Be flexible to work weekends and/or extended hours as needed, ensuring seamless coverage and exceptional client service.
11. Linguistic Proficiency: Bilingual language proficiency in Cantonese is required.

Desired Qualifications:

1. Financial Services Experience: Possess experience in financial services and knowledge of the industry, products, and solutions.
2. Sales Experience: Demonstrate one year of successful sales experience in a salary plus incentive environment with individual sales goals.
3. Cash Handling Experience: Have six months of cash handling experience, ensuring accuracy and efficiency in transaction processing.
4. Educational Background: Hold a Bachelor's Degree or business-relevant Associate's Degree, such as business management, business administration, or finance.

Skills:

1. Customer Focus: Prioritize customer satisfaction and build long-lasting relationships through exceptional service.
2. Client Solutions Advisory: Provide personalized solutions to meet clients' unique needs and preferences.
3. Education: Hold a High School Diploma / GED / Secondary School or equivalent.

This role is compensated with a base salary and is not incentive eligible. This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

JobLeads is an equal opportunity employer and does not discriminate based on race, religion, color, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran status, or disability, or any factor prohibited by law.