Finanzas > Financial Services Representative
Financial Services Representative
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A Financial Services Representative plays an important role in the success of a financial institution. They typically serve as the frontline sales associate, recommending and opening new deposit and lending accounts for customers. By spotting sales opportunities and effectively selling products and services, Financial Services Representatives contribute to the growth of financial institutions’ total deposits on hand and loan fee and interest revenue. In addition, Financial Services Representative job duties often include customer service tasks that, when executed proficiently, can increase customer satisfaction and aid in customer retention.
A Financial Services Representative, or FSR, sells banking and investment products to customers. They uncover clients’ financial goals, recommend products that match their needs and provide customer service when questions or issues arise.
Un Financial Services Representative debe ser capaz de cumplir con varias funciones y responsabilidades. Las siguientes son algunas funciones y responsabilidades que un Financial Services Representative debe ser capaz de ejecutar:
- Asking questions to gain an understanding of the client’s current financial situation and short- and long-term financial goals
- Suggesting checking and savings accounts, loans, certificates of deposit, credit cards and other products and services that fit clients’ needs
- Explaining the features and benefits of recommended products
- Gathering client information and completing paperwork to open new accounts
- Handling inquiries about account balances, payments due and other concerns
- Researching errors and issues with accounts
Un Financial Services Representative competitivo tendrá ciertas habilidades y calificaciones, incluyendo:
- Proven ability to identify sales opportunities and manage objections
- Data entry skills to input customer information accurately
- Oral communication skills to explain complex financial concepts in an easy-to-understand manner
- Interview skills to ask probing questions to determine customer needs
- Multitasking and organizational skills to assist multiple clients with a variety of needs each day
- Customer service skills to positively interact with customers who may be angry or distressed
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