Customer Financial Advisor

6 days ago


East Pilsen, Israel beBee Careers Full time

A successful Relationship Banker will be responsible for building and maintaining strong relationships with customers, understanding their financial goals, and providing personalized advice to meet their needs.

Main Duties
  1. Meet with customers to discuss their financial objectives and identify potential solutions
  2. Develop and implement customized financial plans to help customers achieve their goals
  3. Collaborate with internal teams to ensure seamless delivery of services and products

To excel in this role, candidates should have a strong background in customer service, finance, or sales, and possess excellent communication and interpersonal skills. A high school degree or equivalent is required.

Compensation and Benefits
  • Estimated hourly rate: $28.00
  • Annual bonus eligibility
  • Comprehensive benefit package including medical, dental, vision, life insurance, and more


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