Identify the products or services that best meet the customer's stated needs.
Make calls (by telephone or in-person) to allocated customers to develop new relationships. Act as the first point of contact for resolving customer queries and complaints.
Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Prioritize own workflow and ensure work is completed to the required standards of productivity, quality, and timeliness; use performance management systems to improve personal performance.
Schedule follow-up actions and enter the relevant information into the customer relationship management system.
Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
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