Financial Advisor

Description

Job Summary: Customer service and sale of banking products, insurance, and loans within the branch, managing account openings and incident resolution. Key Highlights: 1. Focus on customer service and sale of banking products 2. Opportunity for growth in sales and financial advisory 3. Strong verbal communication skills and service-oriented attitude are valued Focus: Customer service and product placement within the bank branch. Key Responsibilities: Opening accounts referred by the branch, selling insurance, loans, and portability services, and handling incidents related to welcome kits. Requirements: Completed high school education and at least 6 months of experience in customer service or sales. Competencies: Strong verbal communication skills, service-oriented attitude, and punctuality. (A credit history with no late payments is required; maximum debt allowed is $15,000) . -Requirements- Minimum Education: Upper secondary education – General High School Less than 1 year of experience Age: between 20 and 35 years Knowledge: Advisory capability, negotiation skills, verbal communication, advisory services, commercial management, prospecting, goal-oriented work, banking sales Willingness to travel: Yes Keywords: advisor, asesor, financial