What are the responsibilities and job description for the Financial Services Representative position at TEKsystems?
Job Description:
To provide members and prospective members with a full range of products and services, including depository accounts such as checking and savings, certificate IRA, revocable trust and estate accounts; lending products; and credit/debit cards. Perform moderately complex platform banking functions under supervision, providing assistance/training to lower level team members.
Responsibilities:
To provide members and prospective members with a full range of products and services, including depository accounts such as checking and savings, certificate IRA, revocable trust and estate accounts; lending products; and credit/debit cards. Perform moderately complex platform banking functions under supervision, providing assistance/training to lower level team members.
Responsibilities:
- Analyze, research and resolve problems and discrepancies related to member accounts/loans.
- Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications.
- Counsel current and prospective members about company products and services.
- Ensure cash and other negotiable instruments are handled properly.
- Identify opportunities to cross service products and increase product penetration.
- Perform platform banking functions.
