Job Description:

Overview / Description

This role is responsible for end-to-end client management and experience, including executing consistent processes, reducing variability in process and tool usage and staffing platforms to deliver responsible growth. Provide timely feedback to Region Executive on performance, client experience and strategy opportunities. Analyze and share trends to identify opportunities to deepen client relationships. Improve workforce effectiveness and productivity by applying talent analytics to hiring, resource planning, performance management and top talent retention. Support focuses client relationship care training to improve banker and specialist performance with effective, professional representation of brand and offerings. Gather associate feedback and customer insights on messages, offers, merchandising and collateral to improve awareness of offerings and elevate the client experience. Will drive client experience and escalation support by managing survey trends, results, variability and implementation/management of closed loop process/resolution.

Role Responsibilities

•Partners daily with financial center teammates to deliver the full suite of advice to help every client navigate their unique life priorities, stressing consistent execution, client management and delivering responsible growth.

•Primary partner for Client Experience and Escalation support

•Field visits with market leaders to invest in growth, and development.

•Educate and upskill Market Leader relationship engagement, market share/growth, client experience and workforce planning.

•Analyze and address data from various sources to drive market share/performance, client experience and financial center performance/execution.

Required Skills

•Experience managing large geography

•Up to 60% travel required

•Proactively builds trusted relationships with key partners/clients

•Ability to be a change agent and work in a fast-paced environment

•Assess and learn partner’s business, priorities, and challenges followed by execution

•Exercises good judgment and experience to make timely and effective decisions

•Communicates effectively at all levels

•Communicates strategic business plans and tactical goals to team members

•Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results

•Collaborates effectively to build and nurture strong relationships in a matrix environment

•Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

•Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.

•Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.

•Proficiency in computer skills and professional programs (for example, Microsoft Office)

Shift:

1st shift (United States of America)

Hours Per Week:

40