Financial Services Relationship Builder
4 weeks ago
We are seeking a highly motivated and client-focused individual to join our team as a Financial Services Relationship Builder in Shaunavon, Canada.
About the RoleIn this role, you will be responsible for building and maintaining strong relationships with clients, providing them with exceptional customer service, and identifying opportunities to sell financial products and services. You will work closely with colleagues to ensure that clients receive a seamless experience across all touchpoints.
Main Responsibilities- Develop and maintain a deep understanding of clients' financial needs and goals, and provide tailored solutions to meet those needs.
- Build strong relationships with clients through regular communication, proactive outreach, and personalized service.
- Identify opportunities to sell financial products and services to clients, and work with colleagues to execute sales strategies.
- Collaborate with colleagues to ensure that clients receive a seamless experience across all touchpoints.
- Stay up-to-date on industry trends and competitor activity, and use that knowledge to identify new business opportunities.
To succeed in this role, you will need:
- Demonstrated passion for building strong relationships with clients, with a proven track record of success in a sales or customer-facing role.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients at all levels.
- Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop creative solutions.
- Flexibility and adaptability, with the ability to thrive in a fast-paced environment and adjust to changing priorities.
- A bachelor's degree in a related field, such as finance or business.
We offer a competitive salary and benefits package, including:
- An estimated salary range of $50,000 - $70,000 per year, depending on experience.
- A comprehensive benefits package, including health, dental, and vision coverage.
- A retirement savings plan, with company matching.
- Opportunities for career advancement and professional development.
- A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional customer service.
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