Financial Navigator guiding patients through their financial journey during their stay and post discharge at healthcare facilities. Involves educating patients and addressing financial queries.
About the role
- Financial Services Representative servicing corporate-sponsored retirement and benefit plans. Providing exceptional client care and guiding clients with needs-based financial solutions.
Responsibilities
- This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans)
- Providing exceptional client care
- Growing client relationships
- Guiding clients with needs-based solutions that will support their financial goals
- Trades stocks, bonds, and other investment instruments for high net-worth clients
- Handles escalated and complex inquiries on accounts with care
- Navigates multiple systems to migrate clients to on-line and self-service delivery channels
- Manages risk by accurately authenticating clients and fully adhering to policies and procedures
Requirements
- Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy
- Ability to engage with clients while navigating multiple screens
- Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
- Ability to handle confidential matters and sensitive information in a responsible manner
- Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients’ financial lives
- Commitment to excellent attendance with proven reliability
- Dependable team-player attitude with an understanding that calls must be handled immediately
- Applies strong critical thinking and problem-solving skills to meet clients’ needs
- Ability to work under pressure
- Can learn and understand technology to assist clients with the latest in Digital and Digital banking
- Comfortable receiving ongoing performance feedback and coaching
- Ability to learn and adapt to new information and technology platforms
- Must be flexible to work various shifts which may include a weekend day
Benefits
- We provide industry-leading benefits
- access to paid time off
- resources and support to our employees
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