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