Client Care Advisor
Current• Respond to client-initiated contact, assisting them with a full range of financial transactions.• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities.• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience drive sale, and retain business.• Actively listen and engage clients in conversation to… Show more • Respond to client-initiated contact, assisting them with a full range of financial transactions.• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities.• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience drive sale, and retain business.• 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 referrals. Show less