The Customer Service Representative will participate in customer service, sales, and cashier activities. Imagine you are checking your bank account online late at night and notice something that doesn't look right. Financial Service Representative, Primerica – NL Presented financial introductions to prospective clients as well as prospective team members Provided and educated families on household finances, debt management, investments and income protection Answered clients' questions about the purposes and details of financial plans and strategies. A sales and service position with a primary goal of helping customers by discovering financial needs and processing transactions. Responsibilities: Makes outgoing calls, faxes and/or e-mails to provide information requested in a professional and … Coordinate with clients and acquire all information and resolve issue effectively. Financial Service Representative Responsibilities and Duties Develop and maintain professional relationships with customers and ensure customer satisfaction. Financial service representatives provide consulting services within the banking and insurance sectors, dispensing financial advice, recommending products, and offering negotiated terms on mortgage applications. Financial services representatives in the 10th percentile earn around $28,000 annually, while the highest paid earn close to $53,000 a year. See examples of Customer Service Representative job descriptions … We’ve collected some of the best resources to help you learn more about a career as a financial services representative: The Ultimate Online Customer Service Guide – this book is a great reference for developing an authentic service for customers, using a mix of case studies and instructions to help readers execute quality customer service. The Bureau of Labor Statistics expects this job sector to grow 6 percent through 2026. Automotive Customer Service Representative - Mathematical Skills Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Financial Services Representative January 2011 to Current Verizon Wireless - Franklin, TN. Customer service experience or interest in a customer service role. If customers have a particular concern about their financial status, financial services representatives discuss these problems with them and evaluate how changes in finances can affect the client’s situation. The Ultimate Online Customer Service Guide, Selling Professional and Financial Services Handbook. Get the right Financial customer service representative job with company ratings & salaries. Bank Customer Service Representatives are responsible for assisting customers with their banking needs. View All Jobs. They are found in many different industries or companies. A Customer Service Representative is a very popular job position. Some companies accept applicants who have practical banking experience and financial product knowledge without formal education, although this is rare. Financial services representatives develop a long-term rapport with their customers to promote and encourage profitable relationships. Customer Service Representatives perform various duties serving customers on behalf of their companies. If you are interested, please apply directly to the link below for consideration. Job Description Financial Representative Job Description Be bold. Coordinate with clients and acquire all information and resolve issue effectively. Assist clients with all benefits and features of new account, IRA, CD, or Safe Deposit products according to customer needs. Maintain comprehensive knowledge of all services and products and update all request on development needs. These professionals provide a direct channel from the business to the customer. Analyze all customer requirements and resolve customer transactions issues with help from bank personnel. All rights reserved. Median Annual Salary : $33,750 ($16.23/hour) Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution. The representative also examines the client’s current investments and debts to make recommendations on how to reduce payments or interest. Collecting pertinent client information to provide investment options that align with clients' financial … The first thing you do is reach for the phone and call your bank. Call Center Representative responsibilities include: Managing large amounts of inbound and outbound calls in a timely manner Following call center “scripts” when handling different topics Identifying customers’ needs, clarify information, research every issue and providing solutions Customer Service Representative Job Responsibilities: Serves customers by providing product and service information and resolving product and service problems. The job description of a bank customer service representative, who can also be designated as a customer care representative, includes protecting the bank’s image and contributing to the achievement of the bank’s overall goals and objectives. Search 3,204 Financial Service Representative jobs now available on Indeed.com, the world's largest job site. This is typically an office-based role with full-time hours. Job Description for a Bank Customer Service Representative. Most employers offer dental plans and medical insurance as part of their benefits package. Apply to Customer Service Representative, Inbound Customer Service Representative and more! Employers typically require a bachelor’s degree in business, economics, or a similar field, as well as the following abilities: The minimum requirement to become a financial services representative is a bachelor’s degree in business, economics, finance, or a related subject. This includes establishing relationships with new customers and maintaining connections with existing clients to ensure their continued business. Customer Service Representative requirements and skills. Customer Service Representative sample job descriptions, sample job responsibilities for Customer Service Representative, Customer Service Representative job profile, job role, sample job description for Customer Service Representative. Financial services representatives should be good at making decisions based on the data they’re given, have an analytical mindset, and have excellent communication skills to build rapport with clients. 1,277 open jobs for Financial customer service representative. Qualifications to get hired as a Customer Service Representative. Job Responsibilities. Get the right Financial customer service representative job with company ratings & salaries. Maintain relationship with assigned customers and ensure effective implementation of all services and products and update legal disclosures and notifications. Responsibilities include contacting customers and developing relationships with them, providing financial advice, and cross-selling insurance products to new and existing clients. Get job alerts, search or apply to open positions at the 1st Franklin Financial Talent Network. Whether a customer or potential client requires information on banking fees, or if they are seeking information related to online banking, Bank Customer Service Representatives are there to help and provide exceptional customer service. Representatives handle queries, contact customers, manage accounts, deal with client orders, and seek out prospective clientele. Attend community organizations and business development programs to assist clients better. My Perfect Cover Letter is your solution and takes the hassle out of cover letter writing. Analyze all customer requirements and recommend solutions to meet same and prepare effective financial plans to suit individual customers. If you would like to see more jobs, remove the commute filter. Assist sales team to generate business through cross selling and effective marketing. We are committed to inspiring and empowering individuals to take control of their financial future and reach their financial goals. This job is well suited to professionals who enjoy communicating with new people each day, have customer service experience, and have an aptitude for math and analyzing data. Financial service representatives can benefit from these skills when establishing and maintaining relationships with clients and when making financial recommendations, Financial Services Marketing – with almost 25,000 members, this LinkedIn group is the perfect place to network with others, share knowledge, and learn new insights about the financial services sector, Selling Professional and Financial Services Handbook – this handbook, designed for everyone who sells professional and financial services, provides the tools and techniques necessary to become a valued resource to customers, Banking.com – this site explores the latest trends and insights in the finance industry, with blogs, in-depth articles, and opinions from industry experts to help financial services representatives stay up to date with the most recent news. Customer accounts and file documents their goals and reach their financial future and reach financial. 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