
Hiring For Customer Engagement
2 weeks ago
Overview
The goal of this role is to identify and acquire high-value customer relationships for the bank.
- Develop a strategy to leverage networks, partnerships, and sources of leads and referrals to access prospective clients.
- Interact with internal referral sources to identify prospects and referral opportunities.
- Explore, review, and fulfill the banking, financial, and wealth management needs of mapped customers.
- Provide input to the product and research team for new products that customers require.
- Recommend products and services based on client financial needs and risk profile.
- Strategic thinking and planning skills.
- Strong communication and interpersonal skills.
- Able to work in a fast-paced environment.
- Ability to build strong relationships with clients.
- Knowledge of banking, financial, and wealth management products and services.
This role offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.
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