Offer summary
Qualifications:
Bachelor’s degree in business administration, finance, or related field preferred, Bilingual in Punjabi and English (speak, read, write), Effective verbal, written communication skills, Problem-solving and conflict-resolution abilities, Detail-oriented with analytical skills.
Key responsabilities:
- Manage an assigned portfolio of clients
- Provide exceptional customer service for financial clients
- Maintain financial accounts by processing adjustments
- Perform risk assessments and manage product issues
- Recommend potential products based on customer needs