In this role, you will focus the majority of their time deepening relationships by connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients.
In this role, you will be responsible for
handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
In this role, the candidate will implement the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.