Financial Services Representative

3 days ago


Singapore WHITE SOCIETY PTE. LTD. Full time
Job Description

We are seeking an experienced and results-driven Financial Services Representative to join our team at WHITE SOCIETY PTE. LTD.

As a Financial Services Representative, you will be responsible for building strong relationships with customers, providing excellent customer service, and meeting sales targets.

The ideal candidate will have strong interpersonal and communication skills, knowledge of banking products and services, and the ability to work in a target-driven environment.

About Us

At WHITE SOCIETY PTE. LTD., we offer a competitive salary and performance-based incentives, as well as health and retirement benefits.

We are committed to ongoing training and professional development opportunities, ensuring our employees stay up-to-date with industry trends and best practices.

Responsibilities
  • Customer Engagement: Build and maintain strong relationships with customers, provide excellent customer service, and address inquiries regarding financial products and services.
  • Product Knowledge: Stay updated on the bank's products and services, effectively communicate product features and benefits to customers, and assist customers in selecting the right banking products to meet their financial needs.
  • Sales Targets: Achieve and exceed monthly sales targets, identify opportunities for revenue generation, and collaborate with team members to enhance overall sales performance.
  • Documentation and Processing: Assist customers in completing necessary documentation for various financial transactions, ensure accuracy and compliance with financial regulations, and process the forwarding of account openings, loan applications, and other financial transactions efficiently.
  • Compliance: Stay informed about and adhere to all relevant banking/financial regulations and compliance standards, and ensure that all customer interactions and transactions comply with internal policies and external regulations.
  • Problem Resolution: Address and resolve customer issues and complaints in a timely and effective manner, and collaborate with other departments to resolve complex customer inquiries.
  • Team Collaboration: Work closely with team members to achieve overall goals, participate in team meetings, and contribute to a positive team environment.
  • Market Research: Stay informed about industry trends, market conditions, and competitor offerings, and provide feedback to management regarding customer preferences and market demands.
  • Training and Development: Participate in ongoing training programs to enhance product knowledge and sales skills, share insights and best practices with team members, and improve overall performance.
Qualifications
  • Local diploma or A Levels; bachelor's degree in business or related field is a plus.
  • Strong interpersonal and communication skills.
  • Knowledge of banking products and services.
  • Ability to work in a target-driven environment.
  • Attention to detail and strong organizational skills.
Salary and Benefits

We offer a competitive salary range of SGD $40,000 - SGD $60,000 per annum, depending on experience, as well as performance-based incentives.

We also offer health and retirement benefits, ongoing training and professional development opportunities, and opportunities for career advancement within the organization.



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