Lorton, VA

What you'll be doing

Create a connection and develop rapport with customers to provide outstanding, personalized service. Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them. Ensure that customers/clients are quickly connected to the appropriate teammate with the expertise to meet their needs. Meet or exceed sales goals by influencing customers to learn about products/services that will benefit them. Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve customers. Accurately and efficiently process transactions such as customer deposits and cashing checks. Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate. Inform and educate customers on how to conduct simple transactions through self-service technologies. Follow established policies, procedures and guidelines to protect both customers and company.

What your background should be

Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment. Minimum six months of customer service experience in financial services, retail sales or a goal-oriented environment. A minimum of six months experience with cross-selling, up-selling and/or referring products. Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections. Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances.

Required Schooling / Training

Not specified

Who is the client company

Concern about financial services.
If you are interested in this position, send your resume to