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Customer Deposit Associate
2 weeks ago
We are seeking a talented Customer Deposit Associate to join our team. As a key member of our sales and business development team, you will be responsible for managing a portfolio of high-value clients and driving revenue growth in deposits. Your primary focus will be on delivering exceptional customer service and building strong relationships with clients to increase their share of wallet and retain them as valuable customers.
Key Responsibilities:
* Manage a portfolio of high-value non-borrowing customers to drive the acquisition of CBD deposits and deepen client relationships through cross-selling bank products.
* Identify opportunities to deliver exceptional customer service and build strong relationships with clients to increase their share of wallet and retain them as valuable customers.
* Collaborate with internal stakeholders to develop and implement effective sales strategies that drive revenue growth in deposits.
* Develop and maintain a comprehensive understanding of deposit products and services to effectively cross-sell and upsell to clients.
Requirements:
* Proven experience in customer relationship management and client-facing roles.
* Strong communication and interpersonal skills to build and maintain strong relationships with clients and internal stakeholders.
* Ability to identify and fulfill client needs effectively and develop targeted sales strategies to drive revenue growth.
* Comprehensive understanding of deposit products and services to effectively cross-sell and upsell to clients.
* Familiarity with regulatory compliance and risk management principles to ensure delivery of exceptional customer service while minimizing risks.