Job Description
*CLIENT OFFICER SENIOR*
*Nashville Branch*
WHAT IS THE OPPORTUNITY?
Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. • Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing development training for the internal sales/service team.• This person will support internal sales activities including providing product and cross-sell opportunity identification training to their staff, recognizing referral/sales opportunities from the team, and making appropriate product/service recommendations to clients they interact with.
WHAT WILL YOU DO?
* Functions as part of a cohesive unit to service client transactions and is responsible for upholding the operational integrity of the branch as de...
*Nashville Branch*
WHAT IS THE OPPORTUNITY?
Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. • Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing development training for the internal sales/service team.• This person will support internal sales activities including providing product and cross-sell opportunity identification training to their staff, recognizing referral/sales opportunities from the team, and making appropriate product/service recommendations to clients they interact with.
WHAT WILL YOU DO?
* Functions as part of a cohesive unit to service client transactions and is responsible for upholding the operational integrity of the branch as de...