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Personal financial consultant

Millicent
beBee Careers
Financial Consultant
Posted: 15 June
Offer description

About this role

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We are seeking a highly skilled Customer Experience Specialist to join our team. As a key member of our retail banking team, you will play a vital role in delivering exceptional customer experiences and ensuring that our customers receive seamless banking services.

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The ideal candidate will have excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment. You will be responsible for providing needs-based conversations and educating customers on financial solutions available to them. Additionally, you will have the opportunity to work closely with colleagues to deliver the best possible customer experience.

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This is an excellent opportunity for someone who is passionate about delivering outstanding customer service and has a strong understanding of compliance. If you have a growth mindset and are eager to learn and develop your skills, we would love to hear from you.

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About the responsibilities

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Your key responsibilities will include:

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1. Providing exceptional customer service and ensuring that our customers receive seamless banking services
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2. Delivering needs-based conversations and educating customers on financial solutions available to them
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3. Working closely with colleagues to deliver the best possible customer experience
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4. Maintaining a strong understanding of compliance and ensuring that all activities are conducted in accordance with relevant policies and procedures
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5. Continuously learning and developing your skills to meet the evolving needs of our customers and business
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About the benefits

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We offer a range of benefits to support your career development and well-being. These include:

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6. A competitive salary and bonus structure
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7. Opportunities for professional growth and development
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8. A comprehensive training program to ensure you have the skills and knowledge needed to excel in your role
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9. A collaborative and dynamic work environment
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10. Access to exclusive discounts and offers
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About our culture

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We are committed to building a workplace that reflects the diversity of the communities we serve. We celebrate different backgrounds, perspectives, and life experiences and welcome applications from everyone. If you require adjustments to our recruitment process or the role itself, please let us know so we can make reasonable adjustments.

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To find out more about working with us, visit our website and explore the many opportunities available.

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Send an application
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