Reprentative /Credit Specialist
Rbc Canada
Montreal, Canada Area
-Developed short-term and long-term project goals. -Monitoring performance of the team during campaigns and providing periodic progress report. -Proactively engage with clients in all areas, uncovering banking needs (loans, credit cards, line of credit) providing help and advice, as well as identifying sales and referral opportunities -Ensuring that any risks to key milestones are captured and flagged accordingly. -Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business -Respond to client-initiated contact, assisting them with a full range of financial transactions Actively listen and engage clients in conversation to further understand their individual needs Proactively take ownership of resolving and preventing client banking problems -Cultivate and maintain relationships with partners to make the most of business opportunities and referral