stageplaats Mechelen
Core
Financial Expert serving as the primary in-branch contact for customers, providing personalized financial advice and coaching on banking, savings, investments, loans, and insurance.
Role type
Frontline Financial Advisor / Branch Consultant
Builds
Customer relationships and financial solutions for retail banking clients
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Financial advisory, relationship building, digital banking coaching, commercial insight, event organization, multi-product knowledge (banking, savings, investments, loans, insurance)
Preferred skills
Experience in banking or financial services, proactive communication, empathy, organizational strength
Technologies
Iris, Scheduler, Salesforce
Responsibilities
Greet and guide customers in the branch, identify financial needs, advise on banking products, coach customers on digital tools, signal commercial opportunities, refer complex cases to specialists, host customer events
Seniority
Open to both experienced professionals and entry-level candidates