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Client Relationship Advisor
2 months ago
Objective: To cultivate and enhance the branch's clientele through strategic sales and exceptional service practices.
Key Responsibilities:
- Proactively seeks to broaden the branch's customer network through innovative sales strategies and personalized service.
- Improves the overall client experience by discovering opportunities to elevate their financial health and satisfaction.
- Works collaboratively with cross-functional teams, including Banking Specialists, Customer Experience Advocates, Benefits Advisors, Business Service Representatives, and Sales Personnel.