Customer Focus
• Take ownership of each customer while empathizing and prioritizing customer needs
• Resolve conflicts and manage customer expectations
• Determine customer needs and provide appropriate solutions through relationship building
• Anticipating the needs of clients and working to consistently meet those needs; providing and ensuring client satisfaction
•Maturity in handling situation and ability to deal with conflicts constructively
Communication Skills
• Effective verbal and written communication with both external and internal customers
• Document customer account activities thoroughly and concisely
• Engage in interactive dialogue with customers through active listening
Problem Solving Skills
• Approach problems logically and with good judgment to ensure the appropriate customer outcome
• Make appropriate decisions on behalf of the customer quickly and effectively
• Effectively prioritize work to ensure efficiency
• Research and benchmark to best business practices, collate and analyze data, provide business recommendations, and manage stakeholders
Analytical Skills
• Critical thinker and ability to exercise independent judgment
• Accuracy and attention to detail
• Ability to follow all established policies, procedures and practices
Computer Skills/Technical Skills
• Familiarity with multiple browsers, multiple tabs, window navigation and instant messenger tools
• Data skills- ability to work with large data, ability analyze and present data interpretations
• Proficient PC skills: including Word, Excel and PowerPoint,
• Outlook: Expert knowledge With outlook
• Preferred Knowledge of CB Products
• Ability to interpret and work with financial balance sheets
• Planning and executing short- and long-term projects
“They are definitely a valuable part of your business for all kinds of reasons.”
- Steven Rapposelli
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