
Personal Financial Advisor
7 days ago
This position involves building long-term relationships with customers, understanding their financial goals, and offering advice on suitable products and services.
You will work collaboratively with colleagues across various departments to deliver seamless customer experiences.
Key Responsibilities:
- Foster trust with customers by delivering exceptional service, addressing their needs, and resolving issues efficiently.
- Cultivate relationships with clients, discovering their financial objectives and making informed recommendations.
- Partner with colleagues to ensure timely resolution of customer inquiries and concerns.
- Manage cash transactions, open new accounts, perform routine account maintenance, and assist with digital product implementation.
Qualifications:
- Previous experience in customer-facing roles, ideally in banking or finance.
- Demonstrated ability to communicate effectively and empathetically with diverse groups.
- Basic knowledge of computers and software applications.
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Customer Financial Advisor
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