Remote Relationship Manager at Prospera

Elevate member banking experiences as a Remote Relationship Manager with Prospera. This role combines remote assistance with in-depth financial advisory support in a hybrid environment.
In this position, you will engage with members to provide comprehensive financial guidance on investments and personal banking needs. With a minimum of three years in the financial services sector and experience in a contact center, you will manage virtual appointments and address member inquiries effectively. Strong communication skills and a proactive attitude towards problem-solving are essential to ensure a seamless service experience.
Key Responsibilities:
• Offer tailored financial advice based on member needs
• Conduct virtual appointments for convenience
• Handle calls to resolve banking-related inquiries
• Advise on lending applications and insurance options
• Educate members on self-serve banking solutions
Requirements:
• Minimum of 3 years in financial services envi...