11 Financial Services Representative I Jobs in Phoenix, AZ
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Alaska USA Federal Credit Union is Hiring a Financial Services Representative I Near Phoenix, AZ
Overview
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
Qualifications
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds
Tenure: Not Applicable
Equal Opportunity Employer
Job Summary
Full Time
11/25/2022
12/14/2022
alaskausa.com
Eagle River, AK
25 - 50
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The job skills required for Financial Services Representative I include Products and Services, Promotion, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative I. 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 I. Select any job title you are interested in and start to search job requirements.
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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.
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Provide efficient sales, services to customers and monitor sales for all referral objectives.
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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.
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A financial service representative provides financial advice and matches financial products with customers' needs and goals.
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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.
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Opt for more than a basic bank account.
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Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
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Soft skills for financial services representative roles can be of help.
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Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
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Step 3: View the best colleges and universities for Financial Services Representative.
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