
Highly Motivated Banking Solutions Expert
4 days ago
This is an opportunity to leverage your skills in customer relationship management and wealth management. We are seeking a results-driven Professional Banking Services Representative to join our team.
Job Description:
- Establish and maintain strong relationships with existing and new clients, providing them with expert advice on banking products and services.
- Develop and execute tailored solutions for clients, meeting their financial goals and objectives.
- Work closely with senior managers to plan and implement marketing activities that drive business growth.
- Utilize the branch network, tele-consulting, and referrals to meet or exceed client satisfaction targets.
- Explore opportunities through events and quality leads, driving revenue growth and expanding our client base.
Requirements:
- A recognized Diploma or Degree in any field.
- Prior financial sales work experience will be advantageous.
- Strong passion for a sales career and wealth management.
- Excellent communication and interpersonal skills.
- Results-oriented with strong time management skills.
Skills:
- Wealth Management
- Customer Relationship
- Sales
- Referrals
- Investment Strategies
- Financial Planning
- Interpersonal Skills
- Wealth
- Marketing
- Accounting
- Estate Planning
- Banking
- Customer Satisfaction
- Financial Advisory
- Business Development
- Financial Services
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