Job Summary
We are seeking a talented and customer-focused individual to join our team as a Financial Services Specialist. This role involves proactively engaging with customers in-person and over the phone to understand their financial needs, using expert product knowledge to provide solutions and assistance.
The ideal candidate will have excellent communication and interpersonal skills, be able to work independently, and possess a strong ability to build rapport with customers. We offer comprehensive training on banking products and services, so no prior experience is required.
Key Responsibilities
* Proactively engage with customers to identify their financial needs and provide tailored solutions
* Utilize expert product knowledge to assist customers in achieving their financial goals
* Refer customers to specialist banking teams as needed
* Collaborate with colleagues to achieve sales and referral targets
What We Offer
A full-time, branch-based role with flexible hours across Monday to Saturday. We provide ongoing training and development opportunities to help you succeed in your career. Our supportive team environment allows you to thrive and grow professionally.
Requirements
* No prior banking experience necessary, we provide comprehensive training
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team