Answers inquiries, resolves problems, promotes and sells products and services. Has clearly defined productivity and sales goals/quotas which may include cross-sell, product referrals and profit. Responsible for responding to routine to complex inquiries and complaints from customers regarding financial products and services. Assesses customer needs and promotes/suggests alternative products or services. Requires basic computer skills including the ability to navigate multiple windows and applications and utilize search tools to find information.
Job details are sourced from the employer's original posting.
