What are the responsibilities and job description for the Financial Services Consultant position at Jobleads-US?
Jobleads-US is seeking a highly skilled Financial Services Consultant to join our team. As a key member of our customer-facing staff, you will be responsible for providing expert guidance and support to our customers, helping them to achieve their financial goals.
Key Requirements
- Maintaining a deep understanding of consumer and business banking products and services, including digital offerings
- Building and maintaining strong relationships with customers through proactive outreach and follow-up
- Identifying and addressing customer needs through effective communication and engagement
We are looking for an individual with excellent communication and interpersonal skills, as well as a keen eye for detail and a passion for delivering exceptional customer service.
