Relationship Executive (Financial Guide)

Full Time
Glasgow, Remote Working, Scotland
Posted 4 weeks ago

Job Title: Relationship Executive (Finance Guide)

Location: Glasgow – mix of Office & Home Working – Shift Patterns: Monday – Sunday , 7am to 11pm

Salary: £29350.00

Do you have experience in banking and/or financial services?

Do you pride yourself on delivering exceptional customer service?

Are you a problem-solver with the ability to think on your feet?

If so, we want to hear from you!

We are currently on the lookout for energetic and customer centric professionals with a background in banking or the financial services on behalf of our banking client. They are currently on a huge recruitment drive to add to their already busy and exciting teams who are dedicated to providing the very best customer service.

In this role, you will be responsible for forging and maintaining strong relationships with the bank’s customer base by providing reactive financial guidance over the phone. The financial guidance you provide will provide the customer with confidence in their current financial situation and lay the foundations to build their wealth for the future.

With in-depth training and ongoing support, you will become an expert in the products, policies and processes at the bank. You’ll use this knowledge to provide the very best solutions for your client base.

To be considered for this role, you must:

  • Possess a background in banking or financial services
  • Have held a similar, relationship-focused role
  • Have exceptional attention to detail and problem-solving skills
  • Must be able to commit to the shift patterns
  • Have a confident and professional telephone manner
  • Be confident in your ability to forge and maintain relationships in a virtual environment

If you are ready to join a forward-thinking team and progress your career then please contact us for more information or to send applications please contact Sophie on

Job Features

Job CategoryBanking, Financial Advice, Relationship Manager

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