Premier Financial Representative (Cedar Hills Experience Center)

Description

The Premier Financial Representative processes financial transactions and develops plans for assigned affluent members in the branch (Experience Center) as well as follow up activities by phone or email. The Representative is focused on building strong relationships with new and existing members.

Here's what you can expect from the job and what you need to be successful :

Job Duties

• Process financial business for affluent members quickly and accurately, including opening accounts, wire transfers, account transfers and loan payments
• Provide the highest quality of service to assigned members; promptly address member concerns and / or escalate to leadership when appropriate
• Engage with members and recommend options that best fit their needs, participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
• Perform follow-up activities for assigned and prospective members, including outbound calls and business development activities
• Assist members in their financial goals by offering multiple deposit & lending product options
• Partner with other business units in sales and service activities
• Mentor Financial Solutions Representatives on a day to day basis as a peer coach

Essential Skills

Minimum Education : High School Diploma

Location : Cedar Hills Experience Center - Beaverton, OR 97005

Target Compensation in Beaverton, OR : $29.00 to 33.00 per hour + quarterly incentive

Benefits options include :

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