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Client Relationship Specialist
2 months ago
The Client Relationship Specialist is responsible for enhancing and expanding the branch's clientele through various proactive sales and service initiatives.
Key Responsibilities- Develop and strengthen the customer base by identifying and acting on opportunities to enhance clients' financial health.
- Oversee the overall customer journey, ensuring a seamless experience.
- Collaborate effectively with ecosystem partners, including Personal Bankers, Customer Experience teams, Business Services, and Sales departments.
The ideal candidate will possess a strong background in customer service and financial advisory, demonstrating the ability to foster meaningful relationships and drive customer satisfaction.