4,0
22 janv. 2023
Employé (ancien), plus de 8 an(s)
Atlanta, GA
Recommande
Approbation du PDG
Perspective commerciale
Avantages
Great experience coaching relationship managers, using our proprietary planning tool, on how to create a financial plan which included: managing the data input, understanding the output and addressing cross-selling opportunities for both products and services.
Inconvénients
FEE ONLY was not an option