Financial Services Professional
3 days ago
OCBC Bank invites applications for the position of Financial Services Professional.
This role is focused on delivering high-quality financial services to our customers, while building and maintaining strong relationships with them. As a Financial Services Professional, you will work closely with customers to understand their financial goals and develop tailored plans to achieve those goals.
- Key Responsibilities:
- • Deliver exceptional customer service and support
- • Build trust and credibility with customers through proactive engagement
- • Develop and maintain a deep understanding of customers' financial needs and preferences
- • Collaborate with internal teams to identify opportunities for growth and improvement
- Minimum 2 years experience in financial services or related fields
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively within a team
- Industry-recognized certifications (e.g., PCE, CEILI, CUTE) are advantageous
- Familiarity with financial regulations and compliance requirements
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