Customer Service

Initiate, develop and maintain personalized business relationships with current and potential clients in order to promote and sell the products and services offered.

Act as an account manager by serving as a key intermediary between the business centre and members and clients. Ensure proper usage and updating of, as well as satisfaction with the products and services offered. Analyze sources of dissatisfaction and recommend potential solutions.

Identify and analyze member and client needs, develop personalized solutions and prepare an integrated service offering. Negotiate applicable conditions with members and clients.

Recommend strategies and solutions for achieving objectives by the business centre such as increased business volume, sound risk management, portfolio profitability and stronger business relationships.

Use intelligence to identify opportunities for business development that will increase the competitiveness of the products and services offered.

Execute various promotional activities as part of the centres business operations. Participate in targeted public relations activities and participate actively in the business community.

Be attentive to client and member needs to ensure their full satisfaction, seize business opportunities and, as needed, refer them to the right person to meet their needs.

Adhere to all policies, practices and standards in effect, as well as the various laws governing the distribution of financial products and services. Provide sound and prudent risk management for all portfolios under their responsibility.

Requirements

Benefits