Financial advice - Altamonte Springs, FL, United States - Matrix Dynamics
Description
At our company, the focus is on people. That's why we value a positive and strong corporate culture where employees and customers feel comfortable.Responsibilities:
As a financial advisor, you will be the first point of contact for assigned customers for all financial needs.
- Overall responsibility for assigned customer base
- Conduct cooperative consultations within defined competencies (in person & digital/personal) (excluding real estate)
- Consumer loans (easyCredit & Quick Loan) in the liquidity category (field of need: financing wishes)
- Analysis of assigned customer relationships in terms of profitability, potential, and intensity of the business relationship (deriving consultation intensity)
- Identifying financial needs of customers
- Needsbased and sustainable sales, if necessary, referral/integration of specialists from the bank or the Cooperative Financial Group
- Conducting and documenting customer relationship management in accordance with internal and regulatory requirements
- Targeted and active scheduling for customer base
- Implementation of targeted campaigns for financial needs
- Providing information and advice to customers on digital services (e.g. online banking, VR-BankingApp)
- Acquiring new customers based on profitability and risk considerations
- Participation and contribution to customer events and representing the bank in public (brand ambassador)
- Active participation in continuous improvement process
Qualifications:
- Completed apprenticeship as a bank clerk
- Knowledge of product and service offerings in the functional area
- Strong customer orientation in consultation with simultaneous sales and closing skills
- Convincing and friendly demeanor
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