Proactively identify client needs and opportunities to offer suitable banking solutions, cross-selling and up-selling relevant products and services to enhance client relationships and achieve business objectives.
Collaborate with internal departments, including credit, operations, and product teams, to facilitate seamless service delivery and resolve complex client issues in a timely manner.
Maintain detailed and accurate client records in the CRM system, documenting all interactions, transactions, and follow-up actions to ensure comprehensive client history.
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Assist in integrating data from multiple sources, including building management systems (BMS), IoT devices, email, SharePoint, ERP/CRM systems, spreadsheets, databases, and other business applications.
Support data analytics, engineering data analysis, dashboards, and reporting initiatives for property operations, asset management, M&E performance monitoring, predictive maintenance, energy consumption analysis, and ESG tracking.
Analyze engineering and operational data to identify trends, equipment performance issues, maintenance opportunities, process improvements, and energy efficiency enhancements.
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Assist in integrating data from multiple sources, including building management systems (BMS), IoT devices, email, SharePoint, ERP/CRM systems, spreadsheets, databases, and other business applications.
Support data analytics, engineering data analysis, dashboards, and reporting initiatives for property operations, asset management, M&E performance monitoring, predictive maintenance, energy consumption analysis, and ESG tracking.
Analyze engineering and operational data to identify trends, equipment performance issues, maintenance opportunities, process improvements, and energy efficiency enhancements.
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