Client Engagement Specialist
2 weeks ago
Position Overview:
The Customer Experience Representative plays a vital role in enhancing client satisfaction and fostering strong relationships with customers. This position is essential in understanding customer needs and delivering tailored financial solutions that align with their best interests.
Key Responsibilities:
- Provide outstanding service to clients and prospects, ensuring their banking needs are met effectively.
- Collaborate with branch colleagues and partners to achieve business objectives and enhance the overall customer experience.
- Identify customer needs and facilitate referrals to appropriate banking specialists.
- Assist customers with banking transactions and inquiries, ensuring a seamless service experience.
- Promote digital and self-service banking options, making banking simple and efficient for clients.
- Engage customers in meaningful conversations to uncover opportunities for additional services and support.
- Contribute to branch performance by supporting operational tasks, including inventory management and service requests.
- Manage cash transactions and ensure accuracy in financial operations.
- Execute routine service requests and transactions in accordance with established service level agreements.
- Actively participate in a collaborative team environment, sharing insights and strategies to improve customer interactions.
- Stay informed about financial products and services to provide informed advice to customers.
- Adhere to compliance and risk management policies to protect customer assets and maintain confidentiality.
Qualifications:
Candidates should possess a post-secondary degree or relevant certification. Experience in customer service or banking is advantageous but not mandatory. Strong interpersonal skills, a passion for helping customers, and the ability to adapt to various situations are essential for success in this role.
Company Commitment:
At MNAFP, we are dedicated to fostering an inclusive and equitable workplace. We value diverse perspectives and are committed to providing accommodations for candidates throughout the selection process.
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