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Financial Solutions Expert

2 weeks ago

Davao City, Davao, Philippines Sun Life Davao City Full time

Sun Life Davao City is a forward-thinking financial services company that is committed to innovation and excellence. As a Financial Solutions Expert, you will play a critical role in developing and implementing financial solutions that meet the evolving needs of our customers.

About Our Approach

We take a customer-centric approach to banking, focusing on delivering personalized solutions that address the unique needs of each customer. Our team of experts works closely with customers to understand their goals and develop tailored solutions to help them achieve those goals.

Job Description
  • This is an exciting opportunity to join our team as a Financial Solutions Expert. In this role, you will be responsible for developing and implementing financial solutions that meet the evolving needs of our customers.
  • You will also be required to support loan processing and documentation, assist in branch operations, and maintain accurate records and reports.
  • As a key member of our team, you will be expected to communicate effectively with colleagues and contribute to achieving our business objectives.
  • Please note that ensuring compliance with banking regulations and policies is essential in this role.
Requirements
  • Educational Qualifications: Not Required
  • Experience Level: No Experience Necessary
  • Skills and Competencies: Client Service, Communication Skills, Sales
  • Responsibilities and Duties: Assist clients, foster relationships, promote banking products.
  • Working Conditions: Office-based, team-oriented, flexible hours.
  • Qualities and Traits: Positive attitude, proactive, eager to learn, team player.