Join our team as a Virtual Financial Relationship Manager, providing tailored financial advice to members remotely. Focus on comprehensive support for lending and investment needs. With a minimum of three years' experience in financial services, you will play a vital role in enhancing member relationships through virtual appointments.

This position involves effectively managing calls, preparing loan documents, and delivering sound financial strategies within a multi-channel contact center workplace. Your mutual fund license will be crucial to guide members in investment opportunities and insurance options. Key Responsibilities:

- Deliver comprehensive financial guidance on various products
- Facilitate virtual appointments for convenience




- Manage calls and escalate complex inquiries as needed
- Engage in the lending application process and approval
- Provide technical support for online and mobile banking Requirements:
- 3+ years in financial services and advisory roles
- Knowledge of retail lending and investment products
- Must obtain mutual fund license within 6 months
- Proven communication skills for complex member interactions
- Familiarity with contact center operations preferred Utilize your advisory expertise and customer-centric approach to enhance member experiences in a virtual capacity.

📌 Virtual Financial Relationship Manager (Surrey)
🏢 Jobtailor
📍 Surrey