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60 Financial service representative Jobs in Reno, NV

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WestStar Credit Union
Reno, NV | Full Time
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Financial service representative
$49k-68k (estimate)
Full Time | Banking 3 Weeks Ago
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Bank of America is Hiring a Financial service representative Near Reno, NV

Description

This job is responsible for providing a positive client experience that leads to improved client satisfaction. Key responsibilities include processing transactions accurately and efficiently in a challenging environment while simultaneously introducing products and services that meet the client needs.

Job expectations include ensuring clients are quickly connected to the appropriate teammate in order to meet the needs and execute against the Life Priorities Strategy and educating clients on conducting simple transactions through self-service technologies.

Responsibilities :

  • Executes the bank's risk culture and strives for operational excellence
  • Drives the client experience
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments

Required Qualifications :

  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
  • Collaborates effectively to get things done, building and nurturing strong relationships
  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
  • Communicates effectively, confidently and is comfortable engaging all clients
  • Ability to learn and adapt to new information and technology platforms
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Comfortable asking clients about their financial goals and introducing services and products that will meet their needs
  • Minimum six months of client service experience in financial services, retail sales or another results-driven environment
  • Minimum of six months experience offering solutions and services based on the client's needs
  • In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program
  • Flexible to work weekends and / or extended hours as needed

Desired Qualifications :

  • Six months of cash handling experience
  • Experience working in an environment with individual and team goals where goals were routinely met or exceeded

Skills :

  • Active Listening
  • Adaptability
  • Attention to Detail
  • Collaboration
  • Customer and Client Focus
  • Client Experience Branding
  • Client Solutions Advisory
  • Referral Identification
  • Relationship Building
  • Conflict Management
  • Account Management
  • Business Development
  • Business Acumen
  • Critical Thinking
  • Emotional Intelligence

Minimum Education Requirement :

High School Diploma / GED / Secondary School or equivalent

Shift :

1st shift (United States of America)

Hours Per Week :

Last updated : 2024-05-21

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$49k-68k (estimate)

POST DATE

05/22/2024

EXPIRATION DATE

08/19/2024

WEBSITE

bankofamerica.com

HEADQUARTERS

FARMINGTON, NM

SIZE

>50,000

FOUNDED

1968

CEO

LINDA BOYCE

REVENUE

>$50B

INDUSTRY

Banking

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About Bank of America

Bank America is an insurance company based out of P.O. BOX 15292, Richmond, Virginia, United States.

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The job skills required for Financial service representative include Cash Handling, Commitment, Products and Services, Attention to Detail, Communicates Effectively, Building Relationships, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial service 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 service representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial service representative positions, which can be used as a reference in future career path planning. As a Financial service representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial service representative. You can explore the career advancement for a Financial service representative below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Service 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 Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Service 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.

02/04/2022: Santa Cruz, CA

Maintain comprehensive knowledge of all services and products and update all request on development needs.

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Provide efficient sales and services to customers and monitor sales for all referral objectives.

03/22/2022: Duluth, MN

A financial service representative may advance his career by obtaining certifications and building up more and more accounts.

01/12/2022: Chillicothe, OH

To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.

03/20/2022: Springfield, OR

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 Service Representative jobs

Be very, very careful when selecting a financial services representative.

02/12/2022: Cheyenne, WY

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.

01/22/2022: Lorain, OH

Step 3: View the best colleges and universities for Financial Service Representative.

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