Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional estate. Provide pro-active, on demand financial service and advice to customers within your allocated customer
Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional estate. Provide pro-active, on demand financial service and advice to customers within your allocated customer
recommendations on how to get the most from products/services Own proactive processes: host webinars, assist engaged with company and actively using products/services. Build customer loyalty to reduce churn and increase
and Distribution Design reports Work on customer service programme – create informed customer experience insights and interpretation. Evaluate customer service and communicate results back to the business To
recommendations on how to get the most from products/services Own proactive processes: host webinars, assist engaged with company and actively using products/services. Build customer loyalty to reduce churn and increase
policies and procedures. To provide external customer services to Branches and Customers. Customer on Boarding
policies and procedures. To provide external customer services to Branches and Customers. Customer on Boarding