Financial Services Representative
5 days ago
We are seeking a highly motivated and organized Financial Services Representative to join our team at Tendo by Tonik. As a key member of our account management team, you will be responsible for managing client relationships, ensuring timely processing of loan and salary deduction transactions, and providing guidance on financial products and services.
About the Role
- Manage client accounts and ensure accurate processing of transactions.
- Provide expert guidance and support to clients on financial products and services.
- Collaborate with internal teams to meet client needs and resolve issues in a timely manner.
- Foster strong relationships with clients through regular check-ins and feedback.
Requirements
- Bachelor's degree in Business Administration, Finance, or related field.
- At least two years of experience in account management, finance operations, or a related field.
- Strong communication and interpersonal skills.
- Proficiency in Microsoft Excel and Google Suite.
- Ability to multitask and prioritize tasks effectively.
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