Job Description
Overview
Drive retention strategies at HomeEquity Bank as a Bilingual Client Retention Specialist. This role focuses on maximizing loyalty and revenue opportunities for clients aged 55 and up in a hybrid work workplace.
As a key player at HomeEquity Bank, you will implement client retention initiatives and work closely with teams like sales and client relations to identify opportunities for upselling. Your expertise in both English and French language will be essential in managing client accounts and responding promptly to inquiries while providing exceptional service.
Responsibilities
- Manage client accounts referred from cross-functional teams
- Analyze client profiles for retention opportunities
- Conduct proactive outreach regarding financial situations
- Present products tailored to client needs
- Report on retention metrics and propose improvements
Requirements
- Bilingual in English a...