Financial Services Representative

偏僻的

💰 财务

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 Representative 做什么？

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.

职责

Financial Services Representative 应该能够履行各种职责和责任。以下是 Financial Services Representative 应该能够执行的一些职责和责任：

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

所需技能

有竞争力的 Financial Services Representative 将具备某些技能和资格，包括：

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

类似优惠

如果您正在招聘与 Financial Services Representative 相关的职位，请查看我们类似职位的职位描述：

Account Clerk