Financial Services Relationship Professional

3 days ago

Manila, National Capital Region, Philippines beBeeRelationship Full time

Build meaningful relationships with clients by engaging with them to understand their specific financial needs. Contribute significantly to the success of our Virtual Branch by providing strong customer service, offering advice and sharing products and services to help clients meet their financial goals.

Job Description

  • We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.

You will have the opportunity to help people experience our Customer Promise by helping them make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.

Key Responsibilities

  • Operates within established risk parameters/tolerances, and meets internal/external risk and compliance obligations, including completion of required training while learning products, services and procedures quickly and accurately.

  • Delivers exceptional customer experience by acting with a client-first attitude while engaging and partnering with team members and other lines of business to offer most appropriate solutions.

  • Exhibits excellent communication skills in person, over the phone and through email while professional, thorough and organized with strong follow-up skills.

  • Possesses drive, initiative and knowledge to provide financial options for clients using a consultative approach while educating and connecting clients to technology solutions tailoring features and benefits of products and services to clients with differing needs.

  • Displays confidence with clients when sharing advice, product knowledge and solutions while making personal connections, engaging, educating them and building lasting relationships.

Required Skills and Qualifications

  • High school degree, GED or foreign equivalent.

  • 6+ months of customer service experience.

  • Ability to work Virtual Branch hours, including evenings and some weekends.

Benefits

Opportunity to be part of a diverse and inclusive organization that values its employees and strives to create a positive work environment.

Access to ongoing training and development opportunities to enhance your skills and knowledge.

Competitive compensation and benefits package.

Flexible work arrangements to support work-life balance.

About Us

We are a global financial institution dedicated to delivering innovative financial solutions to individuals, small businesses and corporate clients. Our mission is to empower people to achieve their financial goals and improve their quality of life.

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