Financial Services Specialist

4 days ago


Biloxi, Mississippi, United States Zenith Innovations Full time
About the Role

We are seeking a highly skilled and experienced professional to join our team as a Financial Services Specialist at Zenith Innovations. As a key member of our team, you will be responsible for providing comprehensive financial advice to our private clients and establishing strong, trusting relationships with them.

Key Responsibilities
  • Develop and implement tailored financial plans for clients, taking into account their individual goals and circumstances.
  • Conduct regular consultation meetings with clients to discuss their financial progress and provide guidance on investment opportunities.
  • Utilize our diverse product range and that of our cooperative partners to create personalized financial solutions for clients.
  • Collaborate with colleagues to achieve sales targets and drive business growth.
  • Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices.
Requirements
  • Relevant banking education or degree, with a proven track record in sales and customer service.
  • Strong knowledge of standard banking products, including building savings, insurance, and loans, as well as investment business and tax treatment.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Flexibility and adaptability in a fast-paced environment, with a willingness to learn and take on new challenges.
  • Ability to work independently and as part of a team, with a strong focus on results and customer satisfaction.


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