PostFinance
As a Customer Advisor at PostFinance Corner, you will actively engage with customers in a Post branch to identify their needs and provide expert financial advice on investment, pension, payment, and savings products. You will develop tailored solutions to close sales, identify additional opportunities in financing and pension planning, and refer complex cases to internal specialists. This role requires a strong sales mindset to build lasting customer relationships and position PostFinance as the top choice for financial matters.
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.