Job Description
Join Prospera as a Customer-Centric Specialist and enhance member experiences through proactive banking services. Focus on providing personalized support to help members achieve their financial objectives.
This role involves acquiring new retail and business members, understanding their needs through Financial Health Checks, and offering tailored financial solutions. You'll manage small accounts and play a critical role in maintaining a robust sales pipeline by fostering referrals and follow-ups. Collaborate within the Advice Centre for a cohesive member service experience.
Key Responsibilities:
• Acquire and onboard retail and business members proactively
• Conduct Financial Health Checks to identify sales opportunities
• Recommend everyday banking and investment solutions
• Build a strong referral pipeline and manage small accounts
• Support both front-line and omni-channel interactions
Requirements:
• 1-3 years in financial services or sales
• Knowledge...
This role involves acquiring new retail and business members, understanding their needs through Financial Health Checks, and offering tailored financial solutions. You'll manage small accounts and play a critical role in maintaining a robust sales pipeline by fostering referrals and follow-ups. Collaborate within the Advice Centre for a cohesive member service experience.
Key Responsibilities:
• Acquire and onboard retail and business members proactively
• Conduct Financial Health Checks to identify sales opportunities
• Recommend everyday banking and investment solutions
• Build a strong referral pipeline and manage small accounts
• Support both front-line and omni-channel interactions
Requirements:
• 1-3 years in financial services or sales
• Knowledge...
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