OM Bank Client Relations Consultant Paarl
Core
Primary point of contact for Old Mutual Bank clients, building relationships and providing tailored banking solutions.
Role type
Client Relations Consultant
Builds
Banking products and services
Domain
Financial Services
Deliverable
client delivery
Required skills
consultative selling, customer complaint management, customer feedback management, data management, sales data analysis, digital consumer engagement, upselling
Responsibilities
Proactively engage with clients to understand financial needs and provide tailored banking solutions; manage and resolve customer complaints and feedback; utilize probing questions to uncover requirements and identify sales opportunities; manage customer data accurately; leverage digital consumer engagement strategies; monitor and analyze sales data to improve engagement strategies.