Verified Job
Accounting - Finance
Casa Sales Officer
Accounting - Finance
#360342
Remote / WFH
Job Description
Advise customers on bank services for their needs (e.g., loans and credit cards)
• Manage customer bank accounts; open, close and oversee transactions
• Resolve issues with banking services and accounts
• Refer clients to inhouse financial experts, as needed
• Reach out to potential customers to generate new business
• Present financial products and services to existing and prospective customers
• Perform administrative duties (e.g., entering data into banking software)
• Manage customer bank accounts; open, close and oversee transactions
• Resolve issues with banking services and accounts
• Refer clients to inhouse financial experts, as needed
• Reach out to potential customers to generate new business
• Present financial products and services to existing and prospective customers
• Perform administrative duties (e.g., entering data into banking software)
