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Financial Solutions Advisor

Company

Worksavers Personnel Services, Inc.

Location

marikina, Philippines

Type

Full-time

  • Respond to customer questions about account balances, transactions, and general financial details.
  • Handle account modifications, including updating personal information, closing accounts, and setting up new ones.
  • Help customers comprehend the terms and conditions of financial products and services.
  • Forward complex or unresolved concerns to the relevant department or supervisor when needed.
  • Achieve or surpass sales goals and performance benchmarks established by the company.
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