Elevate Your Career as a Financial Services Expert
1 week ago
This role entails building strong relationships with customers to understand their financial needs and providing expert advice to help them achieve their goals.
The position requires a combination of sales and customer service skills, with accountability for meeting sales targets while delivering exceptional customer experiences.
Main Responsibilities:- Proactively engage with customers to identify their financial needs and provide personalized solutions
- Utilize in-depth product knowledge to assist customers in achieving their financial objectives
- Refer customers to specialist banking teams as needed
- Support customers in utilizing digital banking platforms
- A collaborative work environment with comprehensive training and development opportunities
- A range of leave options including Culture, Lifestyle and Wellbeing leave
- Tailored learning and development opportunities to help you grow your career within the organization
- Abundant opportunities to give back to the community through our volunteering initiatives
- Banking experience is highly desirable but not essential
- Strong experience in a customer-facing/phone-based sales role
- Resilience, determination, and adaptability
- Proven track record of achieving performance metrics with an unwavering commitment to delivering exceptional customer service
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