Financial Services Representative

원격

💰 재정

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.

Financial Services Representative은 무엇을 하나요?

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.

책임

Financial Services Representative은 다양한 업무 및 책임을 이행할 수 있어야 합니다. 다음은 Financial Services Representative이 실행할 수 있어야 하는 몇 가지 업무 및 책임입니다.

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

필수 기술

경쟁력 있는 Financial Services Representative은 다음을 포함한 특정 기술과 자격을 갖추고 있습니다.

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

유사한 제안

Financial Services Representative과 관련된 직책을 모집하는 경우, 유사한 역할에 대한 직무 설명을 참조하세요:

Chief Investment Officer