Account Manager role at Peoples Post focusing on client satisfaction and revenue growth. Responsibilities include onboarding, performance analysis, and strategic client communication.
About the role
- Client Growth Relationship Manager at Lloyds Banking Group fostering client growth through tailored solutions. Involves proactive engagement with existing customers and strategic account management.
Responsibilities
- Proactive contact with your own portfolio of existing customers and review their accounts to retain business for future growth.
- Understanding and identifying customer needs, considering risks in order to recommend and present appropriate solutions.
- Explain and present factual information to customers in a structured, clear, confident, and concise way.
- Introduce solutions, where appropriate, through third-party companies, which are of mutual benefit to all parties to retain business.
- Identify cross-sale opportunities on behalf of other areas of the Group to maximise revenues.
- Deliver agreed repeatable and non-repeatable income revenue targets, generating income from additional terminal sales/upgrades, and selling new products to existing customers.
- Make sound commercial judgements in order to fully maximise opportunities and retain the client base/back book.
- Completion of online processes, via automated boarding tools, and all associated paperwork in an accurate, timely manner, ensuring customer service and meeting customer needs is of the highest standard at all times.
Requirements
- Experience of working in a sales/financial services environment where financial objectives have been set.
- Evidence of objection handling in regards to price and product and overcoming these objections.
- Good working knowledge of Word, Excel, and Outlook essential
- Excellent written and verbal communication skills, particularly possessing a professional telephone manner.
- Ability to meet targets and multitask.
Benefits
- A generous pension contribution of up to 15%
- An annual performance-related bonus
- Share schemes including free shares
- Benefits you can adapt to your lifestyle, such as discounted shopping
- 28 days’ holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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