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Financial Solutions Specialist
2 weeks ago
The ideal candidate will possess a strong work ethic and be meticulous in their approach to tasks.
- Basic knowledge of financial principles is essential for success in this role.
- Diploma or degree in a relevant field such as business or finance is highly desirable.
- Previous experience in assistance roles, particularly in business banking or commercial banking, is required.
About the Position
This role involves selling business banking/commercial banking products to clients. The successful candidate should have excellent communication skills and be able to effectively convey product information to clients.
Required Skills
- Front office sales experience is crucial for success in this role.
- Currency management expertise is essential for advising clients on financial transactions.
- Excel skills, including vLookup and pivot tables, are necessary for analyzing financial data.
- Retail banking and deposits experience is beneficial for providing comprehensive client solutions.
- Commercial banking knowledge is vital for understanding client needs and providing tailored advice.
- Customer service experience is essential for delivering exceptional client experiences.