
Customer Engagement Specialist
2 weeks ago
This role focuses on promoting bank offerings to existing customers through proactive engagement.
Key responsibilities include assessing the economic value and risk potential of new business opportunities, ensuring adherence to lending standards, and identifying needs for referrals to specialists in Business Banking and Wealth Management.
The ideal candidate will possess strong service skills, a proven track record in financial services or sales, and excellent time management abilities.
Key Responsibilities:- Promote Bank products and services to existing customers
- Evaluate economic value and risk potential of new business opportunities
- Maintain ethical behavior and compliance with lending standards
- Identify referral opportunities
- Minimum 3-5 years' experience in financial services or sales
- Demonstrated service skills and passion for customer satisfaction
- Able to identify quality sales opportunities
- Strong organizational and time management skills
We strive to create a diverse and inclusive work environment where everyone feels valued and respected.
We believe our people are what make us great, and we're committed to fostering a culture of equity and respect.
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