Become a key player in customer retention as a Hybrid Loyalty Specialist with HomeEquity Bank. This role drives client engagement and retention strategies across various channels.

As a Loyalty Specialist, you'll work to implement client retention strategies, monitor client accounts, and identify upselling opportunities. You'll engage with clients directly and collaborate with cross-functional teams to ensure operational and service excellence. Your insights will help improve processes and maintain high client satisfaction.

Key Responsibilities:
• Proactively contact clients to assess their mortgage needs
• Identify gaps in retention processes and improve strategies
• Promote HEB's products to meet diverse client requirements
• Analyze client profiles for retention insights
• Support compliance with privacy regulations in client interactions

Requirements:
• Proven sales experience in client engagement
• Excellent problem-solving and negotiation skills
• Ability to work autonomously and prioritize tasks
• Knowledge of AML/ATF legislation desirable
• Bilingual candidates preferred

Drive loyalty and support retention initiatives at HomeEquity Bank.
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📌 Hybrid Loyalty Specialist Role (Ontario)
🏢 HomeEquity Bank
📍 Ontario