Customer Financial Solutions Advisor
5 days ago
We're seeking a highly motivated and customer-focused individual to join our team as a Customer Financial Solutions Advisor.
This exciting role offers a unique opportunity to work with clients, providing personalized financial solutions and helping them achieve their goals. As a Customer Financial Solutions Advisor, you'll be responsible for analyzing clients' financial needs and offering tailored advice to meet their financial objectives.
Key Responsibilities:
- Analyze clients' financial situations and provide personalized advice on various financial products and services.
- Collaborate with clients to understand their financial goals and develop customized solutions to meet their needs.
- Stay up-to-date with industry trends and developments to ensure clients receive the best possible advice.
- Work closely with colleagues to share knowledge and best practices, ensuring a seamless client experience.
- Meet or exceed sales targets while maintaining a high level of customer satisfaction.
Requirements:
- Bachelor's degree in a related field (e.g., finance, business, economics).
- 2+ years of experience in a sales or advisory role, preferably in the financial services industry.
- Strong analytical and problem-solving skills, with the ability to think critically and creatively.
- Excellent communication and interpersonal skills, with a focus on building strong relationships with clients and colleagues.
What We Offer:
As a Customer Financial Solutions Advisor with National Bank, you'll enjoy a competitive salary range of $60,000 - $80,000 per year, depending on experience. Additionally, you'll have access to a comprehensive benefits package, including a generous pension plan, employee stock ownership plan, and robust health and wellness programs.
Our dynamic work environment is built on a culture of collaboration, innovation, and employee empowerment. We prioritize work-life balance and offer flexible scheduling options to ensure our employees can maintain a healthy and fulfilling lifestyle.
Join our team and take the first step towards a rewarding career in financial services. Apply today and discover the opportunities that await you
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