Greet customers warmly, assist with menu selections, and take orders accurately. Provide recommendations and ensure customer satisfaction throughout their visit.
Prepare and serve a variety of coffee and other beverages, including espresso drinks, brewed coffee, and specialty drinks according to café recipes and standards. Ensure quality and consistency in every beverage served.
Input orders into the POS system accurately, collaborate with kitchen staff for food orders, and prioritize tasks to ensure timely delivery of orders to customers. Some examples of collaboration would include preparing fresh ingredients and assembling of sandwiches.
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Customer & Claim Management: Greet customers and manage the intake process in strict compliance with standard operating guidelines; initiate, maintain, and update accurate customer case files.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
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