Enhance customer financial well-being as a Virtual Relationship Manager at Prospera. This hybrid role emphasizes meaningful virtual interactions and personalized service.
You will engage with members, providing tailored financial guidance and managing their inquiries effectively. With a robust background in financial services and solid interpersonal skills, your expertise will help members navigate lending and investment opportunities.
Flexibility is key, as the role supports an extended hours operation while promoting an inclusive work setting.
Key Responsibilities:
Offer personalized financial guidance across various channels
Conduct virtual appointments and face-to-face interactions
Process loan applications and advise on investments
Assist with insurance coverage options seamlessly
Provide technical support for online banking inquiries
Requirements:
3+ years of experience in the financial sector
Knowledge of lending and investment products required
Contact center experience is a robust asset
Must possess or be willing to obtain mutual fund license
Excellent verbal communication and advisory skills
Cultivate financial growth and relationship-building as a key team member at Prospera.
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