About the role
- Utilize consultative approach to maximize client’s growth & profitability
- Ensure timely and accurate implementation of client projects
- Enhance client relationships and retention
- Meet or exceed the targeted goal of client satisfaction
- Work to prevent and resolve enterprise problems effectively
Requirements
- 6+ years of an equivalent combination of educational background, related experience, and/or military experience
- 5+ years experience in banking/financial technology or financial industry
- 5+ years experience in customer service/contact, preferably in a financial institution environment
- Extensive experience in conducting face-to-face relationship-based meetings
- Proven track record of effectively managing and developing client relationships
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
consultative approachclient relationship managementproblem resolutionclient satisfactioncustomer servicerelationship developmenteffective communicationproject implementationclient retentiongoal achievement