
Financial Service Specialist
4 days ago
At Comarch S.A, we are seeking an experienced Banking Consultant to join our team. This role is a great opportunity for professionals who want to make a real impact in the banking industry.
As a Banking Consultant, you will be responsible for recommending and explaining banking services and products to clients based on their needs. You will also manage client bank accounts, including opening and closing accounts, and overseeing transactions.
Key Responsibilities:
- Banking Services and Products: Recommend and explain banking services and products to clients, ensuring they meet their specific needs.
- Account Management: Manage client bank accounts, including opening and closing accounts, and overseeing transactions.
- Clients' Needs: Assess clients' financial needs and provide tailored solutions using banking services and products.
- Sales and Marketing: Present and sell banking services and products to existing and prospective clients, highlighting their benefits and features.
- Referrals and Partnerships: Refer clients to in-house financial experts and/or relevant bank departments when necessary, fostering strong relationships with internal stakeholders.
- Documentation and Administration: Prepare documentation to open or close accounts, including obtaining signatures, and assigning account numbers when necessary. Perform administrative duties, such as data entry, as required.
Benefits:
- Competitive Compensation Package: Enjoy a competitive salary and comprehensive benefits package that reflects your hard work and dedication.
- Opportunities for Growth: Develop your skills and expertise in the banking industry, with opportunities for career advancement and professional growth.
- Collaborative Work Environment: Join a dynamic team of professionals who share your passion for delivering exceptional customer service and driving business success.
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