Key Player in Customer Portfolio Growth
2 days ago
We're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our customers.
As a key figure in one of our teams, you'll play a pivotal role in helping to retain and grow an existing customer portfolio which focuses on delivering tailored, profitable solutions for the customer and business.
The purpose of this role is to build meaningful relationships with existing small business customers and provide personalized solutions and recommendations to support business growth and development.
Responsibilities:- Handling a high volume of inbound calls and proactively engaging with customers through structured outreach campaigns.
- Delivering exceptional service to a diverse range of clients within a managed portfolio.
- Driving customer retention and fostering growth among existing business clients.
- Understanding customer aspirations and supporting them in achieving their business development goals.
- Contributing to a high-performing team culture focused on rapid and effective customer solutions.
- Achieving performance targets across a balanced framework.
- Actively engaging with existing small business customers to strengthen relationships.
- Managing a shared customer portfolio in coordination with your team.
- Collaborating effectively with enablement teams to enhance customer outcomes.
- Maintaining comprehensive knowledge of our product suite to ensure customers receive tailored financial solutions.
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