Oaken Financial Service and Sales Specialist

Elevate customer experiences as an Oaken Financial Service and Sales Specialist at Fairstone Bank. Engage with clients through proactive service and strategic sales opportunities.

In this full-time role, you will drive service excellence while building relationships with customers h 3 years of customer service experience, you will identify sales opportunities, assist with financial products, and ensure compliance with company standards. Your ability to foster connections will enhance customer loyalty and contribute to revenue growth.

Key Responsibilities:

• Respond to complex customer inquiries across various channels

• Identify and act upon sales opportunities for client retention

• Schedule client appointments and conduct follow-ups

• Comply with privacy and AML policies during client interactions

• Gather customer feedback to improve service delivery

Requirements:

• Minimum 3 years in customer service roles

• Post-secondary education in business or finance

• Strong knowledge of investment products

• Excellent communication and organizational skills

• Proven leadership and relationship-building abilities

Apply your customer service and sales expertise as a professional advocate for Oaken Financial clients.
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