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 used
Provide specialized healthcare and professional customers expertise and business/finance advice, increasing the business owner's ability to succeed in their business
Develop and maintain business relationships with COI's including influential customers, and internal/external referral sources
Respond to requests for service, instructing and guiding customers in service use, and confirming their satisfaction with the service provided
Take steps to recover customer relationships, when required
Plan and complete relationship building activities that would create sales opportunities
Provide value to customers by developing and maintaining an awar...