Financial Service Representative
Cash Money
Oct 2021 - Apr 2024 (2 years 7 months)
• Provided personalized financial advice and guidance to clients, helping them achieve their financial goals through a range of financial products. • Cultivating strong relationships with clients, addressing financial inquiries, resolving issues, and ensuring customer satisfaction. • Evaluating loan applications, conducted credit assessments, and facilitated loan disbursements, adhering to company policies and regulations. • Assisting clients in making informed investment decisions, offering tailored solutions based on their financial objectives and risk tolerance. • Promoting and sold a variety of financial products, meeting sales targets through effective communication and relationship-building.