Branch Agent Odonell (Temp)
Core
Manage client interactions in a bank branch to meet the bank's strategy and channel goals.
Role type
Branch Agent (Temporary)
Builds
Customer service and sales operations for a bank branch
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, cross-selling techniques, operational procedures, audit compliance, market knowledge
Preferred skills
MIFID certification, LCI certification
Technologies
None stated
Responsibilities
Inform clients of product offerings and identify cross-selling opportunities, resolve client problems and operational requests, execute client actions according to internal procedures and security norms, demonstrate knowledge of bank products and competitor market, share relevant client or process information with management to improve the bank