- Company Name:
- Bank of the West
Provides coaching/training for Customer Service Representatives and Financial Service Consultants on sales/marketing techniques and product knowledge.
11. Resolves unusual or non-routine inquiries to ensure customer satisfaction.
12. May act as a lead for employees performing similar duties.
13. Performs other duties as assigned.
Req Education or Equivalent Experience
. Associate's Degree
. Five years or more
Field of Experience
. Complete knowledge of financial products and services
used by commercial and retail customers with an emphasis on Asian owned and operated companies (including both executives and employees). Demonstrated sales and portfolio management ability. Good understanding of issues related to economic, political and business practices in Pacific Rim countries.
. Analytical and research
. Bank product and service knowledge
. Compose letters/memorandums
. Coordinate meetings
. Familiarity with bank terminals
. Interpersonal skills
. Marketing skills
. Negotiation skills
. Perform math and analysis
. Planning and organizing
. Presentation skills
. Problem solving
. Use personal computer
. Written and verbal communication
. May lead one or more employees performing similar work