Financial Opportunities Specialist
As a Financial Opportunities Specialist, you will play a key role in managing and developing customer relationships within the family channel. Your primary objective will be to achieve growth and profitability targets within this segment by identifying suitable products for customers based on their needs.
Key Responsibilities:
* Manage and develop the customer database assigned to your branch during periodic commercial campaigns.
* Handle inbound customer requests to ensure customer satisfaction, collaborating with branch colleagues as needed.
* Identify and recommend financial products from our portfolio that meet customer requirements.
* Achieve set targets for growth and profitability within the family segment for your branch.
* Monitor the quality of services delivered and implement corrective actions in collaboration with senior management.
Required Skills and Qualifications:
* Excellent interpersonal and problem-solving skills.
* Strong commercial and negotiation abilities.
* Dedication to customer service and satisfaction.
* Ability to work effectively in a team environment.
* Bachelor's degree in economics or law.
Benefits and Well-being:
We prioritize providing a supportive work environment that fosters personal development, respect for individuality, and work-life balance. Our comprehensive benefits package includes physical health support, social connections, financial security, and opportunities for growth and well-being throughout your career.
Culture and Values:
At our organization, we empower our employees to excel together daily, acting responsibly, thinking commercially, taking initiative, and working collaboratively. We celebrate our successes and welcome applications from diverse individuals who share our commitment to a positive, fair, and inclusive work environment.