Customer Relationship Consultant
Core
Engage with customers face-to-face, virtually, or by phone to identify financial needs and recommend appropriate savings, mortgage, and retirement products.
Role type
Customer Relationship Consultant (Financial Services)
Builds
Customer relationships and financial product solutions
Domain
UK Financial Services / Building Society
Deliverable
client delivery
Required skills
Customer engagement, needs analysis, product knowledge, communication, time management, internal system usage
Responsibilities
Conduct 'My Review' appointments, proactively contact customers via phone, educate customers on products and channels, maintain accurate customer records, adhere to compliance policies
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