lead financial advisor

We are seeking a Financial Solutions Advisor , an expert in assisting customers with their financial needs. This role requires a strong understanding of lending practices and excellent communication skills to provide exceptional customer service.

1. Provide personalized support to customers, identifying their financial requirements and offering tailored solutions.
2. Maintain accurate records of customer interactions, ensuring compliance with regulatory standards.
3. Cultivate relationships with customers through regular follow-ups and proactive engagement.

A minimum requirement for this position is: