You are passionate about helping customers achieve their financial goals as a customer-centric network of colleagues, we strive to empower individuals to turn their dreams into reality.
Job Description
We are seeking a dedicated individual to join our team as a Financial Goals Specialist. In this role, you will work closely with customers to understand their needs and provide personalized guidance to help them achieve their financial objectives.
Key Responsibilities:
* Collaborate with customers to assess their financial situations and develop tailored plans to meet their goals
* Provide expert advice on financial products and services to help customers make informed decisions
* Work closely with branch colleagues to ensure seamless customer experiences
Instructions
To be successful in this role, you must be a team player who is passionate about delivering exceptional customer service. You should possess excellent communication skills and be able to build strong relationships with customers and colleagues alike.
Language
This role requires proficiency in the English language, both written and verbal.