Financial Services Representative Job Description
Financial Services Representative Duties & Responsibilities
To write an effective financial services representative job description, begin by listing detailed duties, responsibilities and expectations. We have included financial services representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial Services Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Services Representative
List any licenses or certifications required by the position: FSR, CB&T, AMFIC/NCFM, NCFM, AMFI
Education for Financial Services Representative
Typically a job would require a certain level of education.
Employers hiring for the financial services representative job most commonly would prefer for their future employee to have a relevant degree such as Collage and University Degree in Associates, Finance, Education, Financial Services, Business, Performance, Accounting, Administration, Business/Management, Leadership
Skills for Financial Services Representative
Desired skills for financial services representative include:
Desired experience for financial services representative includes:
Financial Services Representative Examples
Financial Services Representative Job Description
- Flexible health benefits, stock purchase plan, competitive pay and recognition programs
- Motivated, detail oriented person who is able to work independently in a fast paced environment
- Heavy phone usage/volume
- Must be persistent with excellent follow up skills
- Must be results driven and results oriented
- Must work well with others and be able to contribute to a team
- A minimum of one year of financial/banking experience
- You will actively demonstrate lobby leadership in the customer lounge, help & advice area and in self-serve areas of the branch with the goal to deliver a legendary customer experiences and create a positive “First Impression’” by greeting and engaging them in a range of sales, service and informational conversations
- You will provide sound advice at every customer interaction to create a positive customer experience
- You will ensure customer problems are handled appropriately, advancing issues when necessary
- You will ensure the customer area is professional and inviting in appearance
- Current knowledge of collection laws and regulations