PostFinance
This role involves actively engaging with customers in a PostFinance branch to provide expert financial advice and sell products related to investing, retirement planning, payments, and savings. The position focuses on identifying customer needs, developing tailored financial solutions, and building lasting client relationships. It also includes referring complex financial and insurance opportunities to internal specialists for further consultation.
PostFinance provides innovative and comprehensive financial services in the fields of payments, investments, retirement planning and financing.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for PostFinance.
PostFinance didn’t post a salary, so this is our estimate from similar listings.
3% below the average for this role