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Job Description
Description
:
KEY ACCOUNTABILITIES
CUSTOMER
Provide sound advice with every customer interaction, contributing to an exceptional customer experienceProvide courteous, efficient, and professional customer service to ensure inquiries, advice and/or issues are managed promptly and effectively under all conditionsEngage customers/partners in conversation to understand and by asking deeply curious and thoughtful questions to meet their current and future products/ advice and/or service needs by proactively providing them with information/advice/guidanceOffer advanced knowledge and/or advice/guidance as it relates to their respective business areaEnsure customer/partner problems are handled appropriately the first time, escalating issues when necessaryExpected to meet the needs of customers/partners by offering advice/guidance based on their total financial situation and possessing a thorough knowl...