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Client Relationship Specialist
2 months ago
JOB TITLE: Client Relationship Specialist
REPORTS TO: Area Branch Manager
PRIMARY RESPONSIBILITY:
The role is pivotal in assisting the branch to achieve its sales targets by providing exceptional customer service to current clients and by attracting and retaining new clients through the development and enhancement of client relationships.
KEY RESPONSIBILITIES:
- Recognizes and seeks out sales prospects through client referrals, internal networks of the Bank, corporate partnerships, and personal connections.
Ensures outstanding customer service by promptly addressing all inquiries and correspondence; cultivates robust customer relationships and actively endorses the Bank as the preferred choice for banking solutions.
- Maintains the highest standards of customer service and care, ensuring that customer inquiries and issues are resolved swiftly and effectively, and where necessary, referred to the appropriate department on behalf of the client.
Identifies and capitalizes on opportunities to cross-sell products and services to existing clients through regular communication, whether via phone or in-person meetings, while continuously building relationships.
- Creates and sustains a welcoming, professional, and service-focused environment within the banking area.
Supports the branch's growth initiatives by promoting and participating in business development and sales activities.
SKILLS AND COMPETENCIES:
- Exceptional Networking abilities.
- Strong Sales Proficiency.
- Excellent Interpersonal Skills.
- Outstanding verbal and written communication skills.
- Experience in Retail Sales.
- Ability to build trust and rapport; approachable and personable, always seeking to enhance the customer's financial experience.
- Proficient in engaging with customers about their financial needs; possesses strong listening capabilities.
- Understands how to effectively communicate the features and benefits of products and services tailored to diverse customer needs.
CANDIDATE PROFILE:
- Proactively identifies and develops opportunities; demonstrates innovation and initiative, self-motivated and independent – sets goals and leads by example.
- Confident and self-assured.
- Previous experience in a comparable position is advantageous.
