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Personal financial services specialist

Waterford
beBeeCustomer
Service
Posted: 27 January
Offer description

Job Title: Client Service Representative This role is responsible for providing customers with high-quality, prompt, and professional financial services. Job Description The Branch Banking Client Consultant I delivers exceptional customer experiences by greeting clients as they enter the branch and assisting them with their financial goals. This involves processing transactions efficiently while maintaining operational standards. Sales Performance * Support team efforts to achieve growth targets in sales performance through referrals and client acquisition initiatives. Client Experience * Provide positive client experience by addressing account questions, problems, or complaints in a timely manner via research and communication. Deliver personalized client engagement and education as required. Management Requirements 1. Deliver accurate daily transactions with no controllable preventable losses; understand company policies & adhere accordingly.">, p

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