Banking and Finance Specialist

7 days ago


Roxas City, Western Visayas, Philippines Likha Careers Full time
Our team at Likha Careers is dedicated to empowering Filipinos through effective financial planning and meaningful connections. We are looking for a highly motivated and results-driven Banking and Finance Specialist to join our team as a Banking Sales Officer.

The successful candidate will be responsible for understanding the financial needs and goals of clients, providing expert guidance, and helping them plan for a better tomorrow. This role requires strong communication and interpersonal skills to build trust and maintain long-term relationships with customers.

Key Responsibilities:
  • Understand and address the financial needs and goals of clients.
  • Provide expert guidance to help clients achieve their financial objectives.
  • Build trust and maintain strong client relationships.

Required Qualifications:

A minimum of 2 years' experience in sales or customer service, or a relevant bachelor's degree plus 1 year of experience in sales or customer service. Fresh graduates from business-related courses are also welcome.

Candidates must possess effective communication skills to explain financial concepts and provide exceptional client service.

Preferred Qualifications:

A minimum of 6 months of client-facing experience, preferably in a financial institution. The ability to display positive values and a likable personality, building trust and maintaining strong client relationships.

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