As a
Job responsibilities
- Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital literacy.
- Protect both the client and the institution from potential financial and reputational damage.
- Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
- Utilize your knowledge of market products to provide informed advice to clients, maintaining an understanding of current industry practices and regulations.
- Participate in the development and implementation of process automation initiatives, applying systems architecture and automation technologies to optimize service delivery.
Required qualifications, capabilities, and skills
- 3+ years of experience or equivalent expertise in a client service role within a financial institution.
- Excellent influencing, negotiation, and communication skills, with the ability to develop and maintain collaborative relationships.
- Experience in change management, with the ability to facilitate strategic communications and mitigate stakeholder impact.
- Proficiency in digital literacy, with a willingness to understand and implement new/emerging technologies that impact business operations.
Preferred qualifications, capabilities, and skills
- Ability to analyze a process and recommend ways to improve quality, control, and efficiency.
- Drive continuous improvement initiatives for high-quality client experiences.
- Experience in client-facing roles working across multiple business areas and/or functions to deliver results.
- Analytical, problem-solving, critical thinking, and decision-making skills, with the ability to work independently and multi-task in a fast-paced environment.