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Financial Services Consultant
2 months ago
The Financial Services Consultant plays a crucial role in enhancing the branch's customer portfolio through a range of proactive sales and service initiatives.
Key Responsibilities- Customer Acquisition: Actively seeks to expand the branch's clientele by identifying and engaging potential customers.
- Customer Experience Management: Ensures a superior customer journey by recognizing and acting on opportunities to enhance clients' financial health.
- Collaboration: Works closely with various stakeholders including Personal Bankers, Customer Experience teams, and Business Services to deliver comprehensive financial solutions.
The ideal candidate will possess strong interpersonal skills and a commitment to fostering long-term customer relationships, ensuring that every interaction adds value to the customer’s financial experience.
