Financial Services Specialist
In this role, you will be responsible for delivering exceptional customer service through digital channels and supporting customers with complex financial needs.
Key responsibilities include:
* Meeting and interacting with customers via video banking or in-person at a branch location
* Conducting thorough reviews of customer accounts to identify areas for improvement
* Analyzing customer data to recommend tailored solutions that meet their financial goals
* Identifying opportunities to support customers with more complex financial needs such as mortgages, investments, and insurance
* Engaging in proactive communication with customers to build strong relationships
To succeed in this position, you will need to possess excellent organizational skills, a strong passion for delivering exceptional customer service, and a drive to continuously develop your knowledge and expertise.