Provide sound advice with every customer interaction, contributing to an exceptional customer experience
Provide courteous, efficient, and professional customer service to ensure inquiries, advice and/or issues are managed promptly and effectively under all conditions
Engage customers/partners in conversation to understand and by asking deeply curious and thoughtful questions to meet their current and future products/ advice and/or service needs by proactively providing them with information/advice/guidance
Offer advanced knowledge and/or advice/guidance as it relates to their respective business area
Ensure customer/partner problems are handled appropriately the first time, escalating issues when necessary
Expected to meet the needs of customers/partners by offering advice/guidance based on their total financial situation and possessing a thorough knowl...