Proactively build relationships with existing and new customers by discovering their financial needs and providing advice on bank products. Collaborate with bank partnerships to help customers with specialized financial needs.
Requirements
- 2+ years of financial services industry experience in retail, mortgage, investment, private banking, or commercial banking
- Excellent communication skills in person and over the phone
- Strong desire to educate and encourage customers to connect through Bank of Hope's Digital Banking self-service options
- Ability to interact with integrity and professionalism with customers and employees
- Customer service focus with experience in handling complex transactions across multiple systems
Benefits