client solutions expert - Barrie - beBeeClientEngagement

    beBeeClientEngagement
    beBeeClientEngagement Barrie

    2 days ago

    Job title: Universal Banker I

    Description

    Job Summary


    We are seeking a skilled professional to join our team as a Client Engagement Specialist. This role involves working closely with clients to understand their needs and priorities, and providing personalized solutions that meet their goals.

    As a Client Engagement Specialist, you will be responsible for meeting with clients, understanding their financial priorities, and providing advice on solutions that meet their needs. You will also be expected to build strong relationships with clients and colleagues alike.


    About the Role


    • Meet with clients regularly to understand their financial objectives and develop strategies tailored to meet those goals;
    • Become proficient in using banking applications mobile banking platforms for more effective management of client services



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