Customer Relationship Consultant
Core
Face-to-face and virtual customer engagement to identify financial needs and recommend savings, mortgage, and retirement products.
Role type
Customer Relationship Consultant (Financial Services)
Builds
Customer relationships and financial product adoption
Domain
UK Financial Services / Building Society
Deliverable
client delivery
Required skills
customer needs analysis, product knowledge, financial goal planning, face-to-face communication, telephone engagement, internal system usage, policy adherence
Preferred skills
retail or contact centre experience, adaptability, teamwork
Responsibilities
Conduct 'My Review' appointments face-to-face, virtually, or by phone; proactively contact customers to discuss financial goals; educate customers on products and communication channels; maintain accurate customer records; identify and support vulnerable customers
Seniority
Entry-level to Junior, hands-on IC