Requirement
• Bachelor’s degree in a Finance or any related field
• At least 1 year experience in a banking operations or Fintech Operations
• Strong project management and organizational skills.
• Excellent communication and interpersonal abilities.
• Proven track record of driving operational efficiency and process improvements.
• Ability to work independently, manage multiple priorities, and thrive in a fast-paced
environment.
• High level of integrity, discretion, and confidentiality.
Responsibility
• Sell financial services to businesses and individuals.
• Build relationships with clients and communities.
• Provide solutions for short and long-term financial goals.
• Help clients achieve financial security.
• Present products and services via a presentation or slideshow.
• Determine clients’ financial needs and areas of improvement.
• Determine security risks.
• Develop prospects from current commercial customers, referral leads, and sales and trade meetings.
• Negotiate sales agreements and contracts.
• Take payments and handle cash properly.
• Sell trusts, investments, and check processing services.
• Advise customers regarding expected fluctuations.
• Make presentations on financial services to groups to attract new clients.
• Use financial, tax, economics, and accounting skills to review a client’s personal data and recommend investment strategies that are appropriate to the client’s goals.
• Advise a client on whether to buy certain types of stocks, bonds, and mutual funds.
• Evaluate financial reporting systems, accounting and collection procedures, and investment activities, and make recommendations for changes to procedures, operating systems, budgets, and other financial control functions.
• Determine whether loans must be obtained to meet cash requirements or whether surplus cash can be invested.
• Solicit business, authorize loans, and direct the investment of funds, always adhering to Federal and State laws and regulations.
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Ayodelé is a Lagos-based journalist and the Content and Editorial Coordinator at Meiza. All around the megacity, I am steering diverse lifestyle magazine audiences with ingenious hacks and insights that spur fast, informed decisions in their busy lives.
