HomeEquity Bank
Customer Loyalty Specialist - Bilingual
Job Description
Join HEB as a bilingual Customer Loyalty Specialist, focusing on enhancing client retention and upselling in a hybrid work environment. Use your communication skills to drive loyalty.
This role is essential for managing and analyzing client retention efforts while collaborating with cross-functional teams. You will actively reach out to clients, assessing their needs and providing appropriate HEB product solutions. With a focus on customer satisfaction, you’ll mitigate concerns and drive upsell opportunities.
Key Responsibilities:
• Reach out to clients for financial reviews
• Identify and report customer retention issues
• Promote HEB’s services to target clients
• Analyze client profiles for retention strategies
• Create reports on retention effectiveness
Requirements:
• Bilingual in English and French
• Proven sales experience, inbound or outbound
• Strong analytical skills for client assessment
This role is essential for managing and analyzing client retention efforts while collaborating with cross-functional teams. You will actively reach out to clients, assessing their needs and providing appropriate HEB product solutions. With a focus on customer satisfaction, you’ll mitigate concerns and drive upsell opportunities.
Key Responsibilities:
• Reach out to clients for financial reviews
• Identify and report customer retention issues
• Promote HEB’s services to target clients
• Analyze client profiles for retention strategies
• Create reports on retention effectiveness
Requirements:
• Bilingual in English and French
• Proven sales experience, inbound or outbound
• Strong analytical skills for client assessment