In this role, you will leads, coaches and executes a proactive client experience within an omnI channel environment. Coaches team to effectively provide solutions and advice to improve client financial well-being. Leads effective problem resolution.
In this role, you will maintain a high level of branch organization at all times; develop tools to accurately track errors and deadline compliance; plan and direct production activities and establish production priorities.
In this role, the selected candidate will be responsible for setting the pace for the sales force, and working with the sales manager in setting mutually agreed yearly goals and working toward achieving them.
In this role, the selected candidate will advise, educate and engage clients on a variety of technological tools and resources allowing them to explore solutions to achieve their goals and financial well being.