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Equal Opportunity Employer, Including Disability/Vets
Summary Description
Provides excellent customer service, ensuring that all customer needs are met. Manages lobby traffic and helps to reduce customer wait times. Serves as primary contact for resolving routine and complex problems on customer accounts. Demonstrates proficiency in handling a variety of tasks and responsibilities including the performance of the essential functions of a CSR as well as the ability to respond to the sales and service needs of bank customers. The amount of time spent performing each function varies based on the personnel and traffic of each branch location. Primary focus is meeting the immediate needs of bank customers, while also looking for opportunities to enhance and expand relationships.
Essential Functions
Position Requirements
Critical Skills / Expertise
Full Time
$54k-67k (estimate)
06/29/2024
07/12/2024
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.