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Financial Services Specialist
2 weeks ago
We are looking for a Financial Services Specialist to join our team. The successful candidate will be responsible for building and maintaining strong relationships with our clients, identifying their financial needs, and providing tailored solutions to meet those needs.
Key Responsibilities:- Develop and maintain a deep understanding of our clients' financial situations and goals.
- Identify opportunities to cross-sell our products and services, ensuring that clients have access to the full range of our offerings.
- Work closely with internal stakeholders to deliver exceptional client service and ensure that client needs are met promptly and efficiently.
- Bachelor's degree in Business Administration, Finance, or a related field.
- Minimum 5 years of experience in retail customer relationship management, preferably in a bank or financial institution.
- Strong communication and interpersonal skills, with the ability to build rapport with clients at all levels.