Relationship Manager
• Provide a range of services to Members including responding to Members’ enquiries, analyzing needs and assisting Members to utilize the products or services that best meet those needs • Cross sells products; identify potential referrals to the lending and investment area. • Excellent customer service, especially in regard to Member Concerns• Have a clear understanding of the products that Meridian is promoting and proactively advise the Members that this is a must have product for their financial present as well as future. • Take the time to actively listen; obtain understanding of communication through feedback. • Maintain logic, clarity, and precision in pressure situations