Client Engagement Center Service Representative
U.S. Equal Employment Opportunity information
(Completion is voluntary and will not subject you to adverse treatment)
Banner Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability.
About the role
The role involves managing customer relationships, implementing financial strategies, and providing financial advice. It requires strong communication skills and a bachelor's degree in finance, economics, or a related field.
Responsibilities
- Manage customer relationships and provide financial advice
- Implement and monitor financial strategies
- Collaborate with cross-functional teams to achieve business objectives
- Conduct market research and analyze financial data
- Prepare and present financial reports to stakeholders
Requirements
- Bachelor's degree in finance, economics, or a related field
- Minimum of 3 years of relevant work experience
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office Suite
Qualifications
- Experience in financial services industry preferred
- Knowledge of financial regulations and compliance
- Ability to work independently and manage multiple tasks simultaneously
Skills
- Financial analysis
- Customer service
- Team collaboration
- Market research
- Report writing
Benefits
Competitive salary, comprehensive benefits package including health insurance, retirement plans, and paid time off.
Pay
Salary range: $50,000 - $75,000 annually.
Schedule
Full-time position with flexible working hours.