Member Experience Consultant developing member education and communication solutions at Sun Life. Focuses on enhancing client engagement and corporate goals through effective strategies and relationships.
About the role
- Relationship Banker engaging clients to educate and assist with banking transactions through self-service resources like online and mobile banking. Building relationships to connect clients with financial solutions.
Responsibilities
- This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
- Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
- Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments.
- Manages financial center traffic, appointments, and outbound calls effectively.
- Drives the client experience.
- Manages cash responsibilities.
Requirements
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for new and existing clients based on their needs
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Efficiently manages time and capacity
- Focuses on results while acting in the best interest of the client
- Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Benefits
- This role is currently benefits eligible.
- We provide industry-leading benefits,
- access to paid time off,
- resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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