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Client Relations & Acquisitions Specialist
Zions Bancorporation
Tustin, CA, United States
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Description
California Bank & Trust, a division of ZB NA, is hiring for Client Relations & Acquisitions Specialist in Tustin CA. # 040081
The qualified candidate will do the following:
• Perform outbound sales and service calls to prospective and existing bank clients.
• Responsible for expanding client base by sourcing new relationships and cross-selling bank products and services to new and existing relationships.
• Responsible for handling customer inquiries and problems as needed.
• May assist clients with product offerings, selection, loan application processes and opening accounts.
• Generates qualified referrals while following operational procedures and adhering to all regulatory and compliance requirements.
• Provides support to business unit personnel as needed.
• Assists with department projects and tasks as needed.
• Other duties as assigned.
Qualifications
• Requires High School diploma or equivalent and at least 2 years of experience in inside sales / telemarketing, branch banking, and services, customer service or other directly related experience.
• A combination of education and experience may meet job requirements.
• Advanced knowledge of sales, customer service, retention skills and banking products and services.
• Must have strong customer service, problem resolution and communication skills, both verbal and written. Ability to use a variety of computer software.
• Ability to cross sell bank products.
• Requires initiative and ability to recognize opportunities.
Benefits:
• Health / Dental / Vision plan / HSA
• Career advancement opportunities from within / paid training opportunities
• 401 k plan with up to 5 % matching – no waiting period for new employees
• Competitive pay commensurate with experience
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