Maximize client loyalty at HomeEquity Bank as a Bilingual Client Retention Specialist in a hybrid work environment. Your expertise in both English and French will strengthen client relationships and enhance revenue opportunities.
This position emphasizes retention strategies for clients aged 55 and up. You will work collaboratively with teams in sales and client relations, implementing initiatives to identify upsell possibilities. Your role is crucial in managing accounts while providing exceptional service and support.
Key Responsibilities:
• Manage accounts referred from cross-functional teams
• Analyze profiles to uncover retention opportunities
• Conduct proactive outreach regarding financial situations
• Present product options tailored to client needs
• Report and propose improvements on retention metrics
Requirements:
• Bilingual proficiency in English and French
• Experience in inbound/outbound sales roles
• Strong relationship management abilit...