- Ability to learn and understand technology to assist customers with self-service needs

- Proven results exceeding goals in a customer-centric, results-driven environment

- Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service

- Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals

- Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction

- Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration

- Displays passion, commitment and drive to deliver an experience that improves our customers’ financial lives

- Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements

- Applies strong critical thinking and problem-solving skills to meet customers’ needs

- Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results

- Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills

- Availability to work weekends and/or extended hours as required to operate the business

BILINGUAL MANDARIN PREFERRED

- Experience in financial services and prior knowledge of financial services industry, products and solutions

- Knowledge of banking (credit and deposit) products and services

- Prior sales experience in a salary plus incentive environment with individual sales goals where goals were met or exceeded routinely

- Prior experience servicing and delighting customers