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Financial Services Expert
7 days ago
We are seeking a highly skilled Financial Services Expert to join our team. As an SME Account Manager, you will be responsible for providing expert advice and guidance on financial services and products, including savings accounts, current accounts, and credit cards.
Key Responsibilities:- Conduct thorough financial analysis and risk assessments to determine the feasibility of loan applications.
- Develop and implement effective financial management strategies to minimize risk and maximize returns.
- Provide exceptional customer service, responding promptly to customer inquiries and resolving any issues or concerns in a timely manner.
- Maintain accurate and up-to-date records of customer interactions, transactions, and financial performance.
- Bachelor's degree in a relevant field, such as finance, accounting, or business administration.
- At least 5 years of experience in financial services, with a proven track record of meeting or exceeding sales targets.
- Strong understanding of financial and SME banking services and products, including lending, deposits, and cash management solutions.
- Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with customers, colleagues, and stakeholders.