Responsibilities:

• Complete daily sales administrative tasks, such as organizing and checking sales application forms, signing sales documents, and scanning and filing completed forms.
• Assist Relationship Managers (RMs) with customer requests, such as replying to emails, handling banking transactions, and investigating customer complaints.
• Identify customers who have not been contacted quarterly and create leads for RMs to follow up.
• Monitor campaign call lists and event triggers assigned by CVM.
• Assist RMs with file reviews, CAMP, FCC calls, or monitoring when required.
• Cross-sell and refer customer needs to Product Relationship Managers (PRMs).
• Educate customers on digital banking and serve as the main contact point for clients.
• Ensure proactive updates of accurate customer information in the bank's system.
• Temporarily hold resigned RM portfolios and fulfill their service needs.
• Assist RMs in opening new accounts.

Requirements:

• Customer engagement
• Basic planning and organizing
• Appointment making skills
• RMP & WPT
• Wealth Management and Proposition

Job Data by YubHub.