Consumer Investments - Financial Services Representative I (Chandler, AZ)

Responsibilities

• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
• Trips client requests and makes referrals to appropriate internal specialists
• Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities

Requirements

• Delivers solutions and experiences that improve clients’ financial lives
• Applies learnings and adapts new information to identify appropriate client solutions
• Buils strong client relationships through effective communication and collaboration
• Displays a proactive and ambitious mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes client interests
• Demonstrates a willingness to establish a career in the financial services industry
• Strong computer application skills, including Microsoft Office

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• Shift: 1st shift (United States of America)
• Hours Per Week: 40