Financial Specialist

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286735Job Title: Financial SpecialistLocation: Riverdale,GA, Georgia 30135-0000 United StatesHrs/Wk: 40Employment Type: Full-TimeJob Description: RESPONSIBILITIES:Primary Purpose: Responsible for deepening and enhancing relationships withexisting customers. Responsible for prospecting, identifying and growingrelationships with new customers. Responsible for providing financial consultingto assess customer; short and long term financial goals. Key Responsibilities:The FS position is an aggressive sales position charged with meeting daily,monthly and quarterly production goals by acquiring new customer relationshipsand by deepening and enhancing existing customer relationships. Meet multipledaily, monthly and quarterly production goals for solutions and units to meetthe financial needs of small business and personal customers. Licensed FinancialSpecialists also meet monthly production goals for investments. Prospect andidentify qualified leads for existing and potential customers. Make outboundphone calls to prospects and existing customers designed to increase theirrelationships with Wachovia. Provide financial consulting to existing/potentialcustomers and assess their short and long-term financial goals. Build strongrelationships with key internal partners, including Financial Center Manager,Tellers, Financial Advisors, Mortgage Bankers, and others to achieve mutualgoals. Complete face-to-face appointments to profile customer needs and matchappropriate products and services. Assist in customer service transactions(example: helping customers access their safe deposit boxes). Provide qualitycustomer service by performing transactions with quality and efficiency, whilerecognizing opportunities to grow our customers' relationships by referring andselling products and services.REQUIREMENTS:Requirements: One totwo years direct sales experience within the past three years. Proven trackrecord/experience in sales and customer service. Ability to profile customerneeds and match products and services accordingly. Effective communication andinterpersonal skills necessary. Proven organizational, problem solving, conflictresolution, time management & decision making skills required. Ability anddesire to interact in a team environment; must be willing to contribute to teamefforts and build relationships with internal partners and departments. 40 hoursper week, including weekend rotations (where applicable) & occasional overtime.Mon-Fri 8:30-5:30 with rotating SaturdaysWachovia