Virtual Banking Assistant II - Tempe, AZ

Employer Industry: Banking and Financial Services Why Consider This Job Opportunity... • Opportunity for career growth and advancement within a leading financial institution • Competitive salary with potential for bonuses based on performance • Commitment to diversity and inclusion in the workplace • Supportive team environment focused on building lasting relationships with clients • Chance to make a significant impact on client satisfaction and financial well-being • Engage with clients through both phone and video interactions What To Expect (Job Responsibilities) • Manage client banking relationships with an advice-based approach to provide tailored products and services • Engage and educate customers, establishing trust and building lasting relationships • Collaborate with Specialists to connect clients with experts for specialized financial needs • Proactively address potential issues to enhance the client experience • Share and set up self-service options for clients to access their accounts 24/7 What Is Required (Qualifications) • Minimum of 1 year of experience in banking or financial services with a track record of client acquisition and relationship management • High school diploma, GED, or foreign equivalent • Strong financial planning skills and adherence to banking regulations • Excellent written and verbal communication abilities • Availability to work during Virtual Branch hours, including weekends and evenings How To Stand Out (Preferred Qualifications) • College degree or military equivalent • Experience working with affluent clients • Strong commitment to a long-term career within the firm #Banking #FinancialServices #CareerOpportunity #ClientRelationships #DiversityAndInclusion "We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer." Talentify helps candidates around the world to discover and stay focused on the jobs they want until they can complete a full application in the hiring company career page/ATS Apply Job!