Ensure that key customer accounts continue to thrive in a partnership with company; Responsible for any prospect opportunity within their assigned account base in order to advance the business opportunity for new solutions as identified by the region.
In this position, you'll identify and cultivate new prospects with 1-50 employees in your territory, cross-sell solutions to existing clients, and effectively close sales, with the support of exceptional sales training and the rewards of advancement opportunities and industry-leading compensation, benefits and awards.
Responsible for business controls to mitigate risk and maintain compliance in support of Federal and State level Home Loan regulations; drive implementation of Mortgage Service Platform (MSP) for GWIM Client Services in line with the consumer rollout.
Manages a major segment or multiple smaller units across one or more locations in a GWIM support operations function for one or more product areas for multiple product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts or client valuations.
Research top customer pain points from NPS survey results including client verbatims through the Medallia data base tool, develop presentations to summarize findings and work with partners to address pain points. Meet monthly with Brand and Co-brand partners to present servicing NPS findings, including preparation of presentations for these meetings.
See, initiate and organize opportunities to improve service and quality and to act as a catalyst for realizing these improvements; translate the institutional vision to meaningful and effective operational responses.
Lend specific subject matter knowledge to the design and integration phase of each project, helping to give specificity to the appropriate architecture, data model, and system design and interfacing requirements.
Consistently deliver the best in customer service and patient care. As a team member, demonstrate respect, dignity, kindness and empathy in each encounter with patients, families, visitors and other employees.