Role of Manager Client services
Manager Customer Service (Former Employee) – Lawrence, ON – July 5, 2016
Manage sales of bank products, new business, operations, customer service, and Client Advisors activities at retail banking center and work with regulatory compliance, internal policies and procedures.
Supervise hiring, training, staffing and observational coaching of 12 Client Advisors oversee weekly and monthly sales to determine if goals met.
Ensuring a smooth running of bank transactions, responding to financial and banking queries.
Handling client queries face to face, over the phone or via correspondence.
Coach team to partner with Mortgage Specialist and Investment specialist to build revenue growth