10 Best Financial Services Representative Job Descriptions

Financial Services Representative Job summary 1

The Financial Services Representative provides prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engages members at every opportunity to deepen relationships by asking open-ended questions. Contributes to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately performs teller transactions and member service activities.

Financial Services Representative Duties & Responsibilities 1

special offer
Download all 10 Financial Services Representative Job Descriptions
100Hires
eBook
Free Guide:
The Ultimate guide
to recruiting

Financial Services Representative Requirements & Skills 1

Financial Services Representative Job summary 2

We're looking for a dynamic and self-motivated Financial Services Representative to join our growing team. You will prospect and generate leads through networking and referrals, build long-term relationships, and provide inclusive financial solutions for clients. In this position, you'll have the opportunity to walk your clients through the most important financial challenges and triumphs of their lives. That means working alongside experienced and talented advisors, making connections and building your professional network, and working in an environment designed to help you grow your practice.

Financial Services Representative Duties & Responsibilities 2

Financial Services Representative Requirements & Skills 2

Financial Services Representative Job summary 3

The Financial Services Representative advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log.

Financial Services Representative Duties & Responsibilities 3

Financial Services Representative Requirements & Skills 3

Financial Services Representative Job summary 4

The Financial Services Representative opens new consumer and non-personal accounts with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Financial Services Representative educates clients on the features and benefits of bank products and services, works to help identify their needs, and when appropriate refers clients to other team mem members within the bank. Attends training and demonstrates a strong knowledge of policies and procedures to ensure compliance with the laws and regulations governing financial institutions; including the Bank Secrecy Act (BSA), Anti Money Laundering (AML) legislation, the Office of Foreign Assets Control (OFAC), Consumer Privacy, Information Security, Bank Protection Act and various other regulations. The Financial Services Representative may perform notary related duties, in accordance with policy and practice.

Financial Services Representative Duties & Responsibilities 4

Financial Services Representative Requirements & Skills 4

Financial Services Representative Job summary 5

The Financial Services Representative is efficient, courteous professional with excellent customer service skills. The Financial Services Representative will be responsible, attentive to customer needs while processing/completing customer transactions.

Financial Services Representative Duties & Responsibilities 5

Financial Services Representative Requirements & Skills 5

Financial Services Representative Job summary 6

The Financial Services Representative is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Financial Services Representative is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing bank services and products that may be of interest to them. The Financial Service Representative require excellent customer service and communication skills in order to deepen customer relationships and satisfaction. This position requires you to be highly organized and detail oriented, with strong multitasking, problem-solving and follow-up skills.

Financial Services Representative Duties & Responsibilities 6

Financial Services Representative Requirements & Skills 6

Financial Services Representative Job summary 7

The Financial Services Representative is responsible for reviewing the content of a claim file to determine if all pertinent information is available to perform a complete and accurate determination of the overpayment. Upon completion of the file review, the incumbent determines whether additional follow-up with both internal and external customers may be necessary to acquire missing documentation/information. Once a file is complete and an overpayment has been determined by the incumbent, the incumbent works directly with the claimant or advocate, primarily on the phone, to ensure that overpayments are recovered timely and in accordance with the specific policy language.

Financial Services Representative Duties & Responsibilities 7

Financial Services Representative Requirements & Skills 7

Financial Services Representative Job summary 8

Our Financial Services Representative is an organized and detail-oriented, serving as a primary point of contact for our clients. He/she is responsible for understanding recorded financial transactions for charitable giving vehicles, philanthropic industry rules and regulations, and performing research to follow up verbally and in writing with clients. A positive attitude enables them to build strong client relationships and also work as a cross-functional, internal team member. This position is a combination of transaction processing and oversight and ongoing communication with clients.

Financial Services Representative Duties & Responsibilities 8

Financial Services Representative Requirements & Skills 8

Financial Services Representative Job summary 9

The Financial Services Representative provides a complete range of customer services at the Bank, including opening new accounts explaining available deposit, loan and digital products and services, referring customers to key partners, and servicing existing accounts. Engages and connects, gathering customer information to acquire new relationships and grow / retain existing relationships. Takes action to achieve Branch Go-to-Market and customer relationship management goals. The Financial Services Representative provides assistance to customers who have questions or problems with their accounts or services. Provides materials and assistance with product and services information to include specials and promotions. Performs tasks such as balancing their accounts, ordering checks or transferring funds from one account to another. Assists customers with basic inquiries and/or directs appropriately. Responsible for using systems and tools to process transactions, open new accounts, trouble shoot, research and provide service solutions. Adheres to regulatory, audit and operating policies and procedures. Attends training and stays informed to meet performance expectations.

Financial Services Representative Duties & Responsibilities 9

Financial Services Representative Requirements & Skills 9

Financial Services Representative Job summary 10

We are currently accepting applications for a full-time Financial Services Representative for our branch.

Financial Services Representative Duties & Responsibilities 10

Financial Services Representative Requirements & Skills 10

We use cookies to offer you our service. By continuing to use this site, you consent to our use of cookies as described in our policy