Job Description
Responsibilities
- Meet the savings and credit needs of members, including mortgages
- Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement
- Advise our members and clients on personalized strategies and set well-defined financial goals
- Stay updated on financial news and market trends to enrich advice
- Represent the financial institution in community activities
Requirements
- Passion for finance
- Motivation to connect with others
- Ability to support people in their life projects
- Knowledge of financing, savings, and insurance needs
Hard Skills
- financing
- savings
- insurance