Financial Services Representative Job Description Template
The Financial Services Representative is responsible for providing excellent customer service while processing transactions and assisting customers with their financial needs. The ideal candidate will have strong communication and math skills, as well as experience in the financial industry. They must be able to multitask and stay calm under pressure.
Financial Services Representative Job Responsibilities
- Greeting customers and answering their questions
- Helping customers open new accounts and process transactions
- Recommending products and services that meet customer needs
- Referring customers to other bank staff for more complex needs
- Building relationships with customers
Objectives
- To provide excellent customer service and build strong relationships with clients in order to retain their business and grow the financial services organization.
- To identify new sales opportunities with existing clients and crosssell additional products and services.
- To generate referrals from satisfied clients.
- To meet or exceed monthly sales targets set by management.
- To keep upto-date on industry trends, products, services, and regulations in order to best serve clients' needs.
Financial Services Representative Job Skills & Qualifications Needed
- A bachelor’s degree in business, finance, or a related field
- At least two years of experience working in the financial services industry
- Proven customer service skills
- Excellent communication and interpersonal skills
- Strong analytical and problem solving skills
- Detail oriented with the ability to multi-task