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Lead Business Development Specialist
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As a Customer Engagement Specialist, you will be responsible for developing and expanding high net worth customer relationships by sourcing new category - A priority customers. This role involves creating and implementing strategies to increase sales through lead generation models and external field support.
- Develops and maintains strong relationships with existing customers to identify and meet their banking needs.
- Identifies and pursues new business opportunities through cross-selling bank products and services.
- Stays up-to-date on industry trends and competitor activity to inform product and service offerings.
- Collaborates with internal teams to ensure seamless access to other products and services.
- Maintains accurate and detailed records of customer interactions and account information.
- Graduate degree or equivalent work experience.
- Certification in financial planning or a related field is an asset.
- Excellent communication and interpersonal skills, both verbal and written.
- Able to work independently and as part of a team.
- Strong problem-solving and analytical skills.
- Ability to adapt to changing priorities and deadlines.
- Flexibility to work varied shifts and hours.
