What are the responsibilities and job description for the Banking Customer Experience Professional position at Calculated Hire?
About the Job
We are seeking a Financial Services Account Manager to join our team at Calculated Hire. As a key member of our team, you will be responsible for managing customer relationships and providing exceptional service and support.
Your primary goal will be to deliver a positive experience for our customers, ensuring that their needs are met and exceeded. To achieve this, you will engage with customers through various service channels, including phone calls, email, social media, and online chat.
Key Responsibilities
- Manage customer relationships and provide exceptional service and support
- Recognize sales opportunities and recommend products to clients
- Remain current on products, services, policies, and procedures
- Escalate customer requests requiring additional knowledge or expertise
