Branch Service Representative
Location: Palo Alto
Posted on: March 28, 2020
The Branch Service Representative utilizes excellent customer
service and problem solving skills to confidently provide
information and education to E*TRADE FINANCIALs customers in a
timely, efficient, professional manner. The Branch Services
Representative position serves as one of the first points of branch
contact for walk in customers and prospects. This position will be
responsible for initiating customer relationships through walk-ins
and phone contacts. This position will be required to greet
clients, handle customer service inquiries, direct clients to the
appropriate channels, process checks and assist with documents.
RESPONSIBILITIES ? Responsible for providing customer service and
assistance to walk-in customers while managing the front reception
daily, as assigned. ? Provide direction to new customers by being
responsive to their needs, inquiries and requests. ? Address
routine and non-routine inquiries from customers and prospects. ?
Oversee resolution of service issues as needed. ? Develop service
to sales opportunities for Financial Consultants in the branch. ?
Proactive inbound/outbound sales. ? Seek referral opportunities and
follow up on leads. ? Partner with Financial Consultant on complex
client/prospect business opportunity. ? Participate in execution of
local marketing development plan. ? Sales skills including product
knowledge, presenting multiple options and proactive outbound
calling efforts, ability to compare and contrast investments. ?
Interacts with internal cross-functional partners to resolve client
issues and escalations (Research & Resolution, Operations and
Retirement and Tax). BUSINESS REQUIREMENTS ? 1+ years customer
service experience. ? Bachelor's Degree (Finance, Business
Management/Administration/Business related discipline strongly
preferred) or an equivalent combination of education, training and
experience. (1 year of work experience can substitute 1 year of
education). ? Series 7 and 63 licenses, if not already held, must
be obtained within 90 days of hire. PREFERRED REQUIREMENTS ?
Integrity and the ability to handle sensitive information and
maintain confidentiality. ? Excellent listening, written, and
verbal communication skills. ? Effective conflict resolution and
problem solving skills. ? Approachable, flexible, dependable, and
conscientiousness. ? Demonstrates self-confidence and the ability
to maintain composure in difficult situations. ? Basic
understanding of relationships created by diverse customer and
employee groups. ? Proactive and anticipates situations, develops
proposals, and positive solutions. ? Appropriately identifies when
to seek assistance or escalate. ? Ability to set and achieve goals,
and work independently. ? Capacity to learn new skills and
knowledge on an independent level to enhance personal development
and achieve career goals. ? Demonstrated PC skills including
familiarity with word processing, MS Office, spreadsheets and
database management. ? 4-Year Degree preferably in Finance,
Business Management/Administration, or related field. ? Experience
in the Financial Services industry, including banking and business
management. Use this link to chat with Wendy, our AI recruiter, to
learn more about this position!
Keywords: ETRADE, Palo Alto , Branch Service Representative, Other , Palo Alto, California
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