Work Café Relationship Manager, World Center, Miami, FL

About the role

The Sr. Specialist, Work Café Relationship Management serves as the primary resource for sales opportunities, new product account openings and referrals and is responsible for developing and maintaining business customer relationships.

Responsibilities

• Identify the short and long term financial needs of both consumer and business customers by utilizing a needs and consultative-based approach.
• Takes personal responsibility for achieving the Work Café customer satisfaction expectations and building customer loyalty.
• Educates and engages customers in conversations regarding their current and future financial needs and turns servicing requests and routine transactions into sales opportunities.
• Develops and deepens customer relationships through outbound sales activities.
• Proactively promotes and cross-sells products and services based on customer need: effectively utilizing sales, customer profiling and customer service skills to make contributions toward individual and team goals.
• Leverages and promotes Work Cafés services including but not limited to co-working, meeting facilities and events.
• Promotes Work Café programming and events proactively in the community through direct B2B engagement, and uses those relationships to inform and develop future offerings in the space.
• Is a digital expert and proactively encourages customers to embrace digital transformation by explaining the benefits of using the available alternative channels.
• Ensures error free and accurate completion of all customer requests including: account openings, loan applications, servicing requests, and routine bank transactions.
• When needed, and as dictated by Work Café traffic, processes routine customer banking transactions.
• Follows compliance and security procedures.

Qualifications

• Associate’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required
• 3+ Years Demonstrated success in outbound Calling and prospecting - Required
• 2+ Years Financial Services Sales Position - Required
• 2+ Years Business Banking Relationship Role - Preferred
• Effectively develops and deepens customer relationships to optimize business opportunities.
• Ability to generate new business through prospecting and business development activities.
• Strong knowledge of Consumer and Business Banking products and services.
• Digital expert; the ability to promote digital engagement and proficiency with all customers and prospects.
• Displays a credible, trustworthy and professional image at all times.
• Ability to comply with policies and procedures.
• Proactive self-starter with strong attention to detail and problem solving abilities.
• Excellent interpersonal skills, with the ability to consult with customers and address concerns.
• Strong verbal and written communication skills.
• Extensive knowledge in all facets of relationship management.
• Fluent in Spanish preferred.

Skills

• Outbound Calling and prospecting
• Financial Services Sales
• Business Banking Relationship Role
• Customer Relationship Development
• Product and Service Knowledge
• Digital Expertise
• Customer Engagement
• Compliance and Security Procedures

Benefits

Not specified

Pay

Base Pay Range: $38,250.00 USD - $61,000.00 USD

Schedule

Not specified