Customer Financial Coach
This role involves helping customers navigate different financial products and recommend suitable solutions to match their goals and needs.
You will be working closely with a team of specialists who are passionate about connecting with people, problem-solving, and customer experience.
No prior experience in banking is required as we provide ongoing training and coaching to help you succeed in this role.
About the Role
* Support customers through personalized conversations to better understand their financial needs
* Educate and empower customers to use digital banking solutions
* Continuously build your skills and knowledge in banking through on-going training
* Actively recommend financial products best suited to customers' needs
Key Responsibilities
1. Solicit customers' requirements and deliver personalized service
2. Maintain up-to-date knowledge of banking products and services
3. Collaborate with colleagues to achieve sales targets and enhance customer satisfaction
Requirements
* A strong passion for helping customers and delivering exceptional service
* Excellent communication and interpersonal skills
* Ability to work autonomously and collaboratively as part of a team
What We Offer
* Ongoing training and development opportunities
* A supportive and collaborative work environment
* The chance to make a real difference in customers' lives
Join Our Team
We are looking for talented individuals who share our passion for delivering exceptional customer service and making a positive impact in the community. If you are motivated, enthusiastic, and have a strong desire to succeed, we encourage you to apply for this exciting opportunity.