Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

Business Expertise Provide deep expertise in at least one business area or domain with a broad understanding of business and domains surrounding the main focus. Articulate this knowledge as an expert at the department level. Current State, Future State and Gap Analysis Independently assess and document current state across multiple processes, business areas and domains wh