Conducting initial consultations with clients over the phone as scheduled.Identifying client’s needs and clarifies information.Providing quick and efficient information to clients regarding solutions and/or alternatives, subject to clarification upon further vetting of requested information.Following due diligence, verifies client information through document review and calculations.Documenting all client information according to BSI’s Best Practices.Continually following up on clients through telephone and email contact until a solution is found and a resolution is reached.Identifying and appropriately escalates situations to the Manager, Client Solutions.Entering client information by using applicable software.Preparing client file with appropriate attention to detail and quality as documented by BSI Best Practices for warm hand off to Restructuring Consultant and Trustee.Scheduling ‘sign up’ meeting with client, Restructuring Consultant and Trustee.

Keeping records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions, are taken. Working with and advise customers in opening accounts and performing transactions.Collecting customer information and input data into the system, always ensuring confidentiality.Assist customers with taking out different types of loans, including personal, auto, home equity, etc. Meeting with new bank customers to explain all the services and features the bank has to offer.Placing phone calls to current bank customers regarding account changes or suggested options Checking to ensure that appropriate changes were made to resolve customers problems. Determining charges for services requested, collect deposits or payments, or arrange for billing. Referring unresolved customer grievances to designated departments for further investigation. Contacting customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments. Building customer loyalty by offering incentives like loyalty program membership, coupons, or branded credit cards.

Ensured high levels of customer satisfaction through excellent sales serviceDemonstrated knowledge of products and services to customersEducate customers about current promotions and advertisementsResponsible to generate leads by cold-calling prospective customersRecommend products based on customer needsMotivate customers to buy by describing the product uses and benefitsEncourage customers to buy additional or higher-quality products, known as cross-selling and upsellingExplain business policies, such as discounts, warranties, and return limitsAssist customers with purchase completionMaintain sales and inventory records

Generating revenue and achieve individual, team, organizational goals, while contributing to sales strategyEducating and advising customers and fulfil in self-serve banking options and assist clients with external applications.Peering mentor for the branch team to level up skill sets and proficiency within the client experience.Liaising with internal partners and other branch team members to ensure optimal customer service is maintained.Strategically utilizing across any number of branches or markets.