Is this role right for you?
In this role, you will:
Develop and maintain knowledge of assigned healthcare and professional customers including the nature and progress of their business, their financial position, and the terms and conditions of financial services usedProvide specialized healthcare and professional customers expertise and business/finance advice, increasing the business owner's ability to succeed in their businessDevelop and maintain business relationships with COI's including influential customers, and internal/external referral sourcesRespond to requests for service, instructing and guiding customers in service use, and confirming their satisfaction with the service providedTake steps to recover customer relationships, when requiredPlan and complete relationship building activities that would create sales opportunitiesProvide value to customers by developing and maintaining an awar...