47 Financial Services Representative Jobs in Cincinnati, OH
A.T.H.L Services LLC is Hiring a Financial Services Representative Near Cincinnati, OH
**Job Summary:**
We are seeking a dedicated Financial Representative to join our team. The ideal candidate will have a strong background in financial sales, customer relationship management, and retail math. As a Financial Representative, you will play a key role in providing financial services and building lasting relationships with clients.
**Responsibilities:**
- Utilize knowledge of debits, credits, and banking procedures to assist customers
- Provide exceptional customer service by addressing inquiries and resolving issues promptly
- Identify opportunities for upselling financial products and services to meet customer needs
- Implement fraud prevention measures and detect suspicious activities
- Maintain accurate records of transactions and client interactions
- Collaborate with team members to achieve sales targets and deliver excellent service
**Qualifications:**
- Proven experience in financial sales and cash handling(Not required)
- Familiarity with loan origination processes and retail math calculations
- Strong customer relationship management skills with a focus on relationship building
- Knowledge of fraud prevention techniques and detection methods
- Ability to work effectively in a fast-paced environment while maintaining attention to detail
If you are passionate about finance, excel in customer service, and possess the required qualifications, we invite you to apply for the Financial Representative position with us. Join our team and embark on a rewarding career in the financial industry.
Job Types: Full-time, Part-time
Pay: $53,405.00 - $58,787.00 per year
Expected hours: 10 – 20 per week
Benefits:
- Dental insurance
- Flexible schedule
- Gym membership
- Health insurance
- Life insurance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Experience level:
- No experience needed
Physical setting:
- Office
Schedule:
- Monday to Friday
- Weekends as needed
Experience:
- Cash handling: 1 year (Preferred)
- Banking: 1 year (Preferred)
- Customer service: 1 year (Preferred)
Ability to Commute:
- Cincinnati, OH 45239 (Required)
Ability to Relocate:
- Cincinnati, OH 45239: Relocate before starting work (Preferred)
Work Location: Hybrid remote in Cincinnati, OH 45239
Job Summary
Full Time | Part Time
$47k-59k (estimate)
06/10/2024
10/06/2024
The job skills required for Financial Services Representative include Customer Service, Products and Services, Customer Sales, Relationship Management, Building Relationships, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
04/04/2022: Riverside, CA
Maintain comprehensive knowledge of all services and products and update all request on development needs.
02/14/2022: Altoona, PA
Provide efficient sales, services to customers and monitor sales for all referral objectives.
02/13/2022: Saint Paul, MN
To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
02/26/2022: Topeka, KS
A financial service representative provides financial advice and matches financial products with customers' needs and goals.
02/16/2022: Richland, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
03/19/2022: New York, NY
Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
02/16/2022: Frankfort, KY
Soft skills for financial services representative roles can be of help.
02/20/2022: Bradenton, FL
Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
01/08/2022: Miami, FL
Step 3: View the best colleges and universities for Financial Services Representative.
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