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Role
This position is the member ambassador for the financial institution with the overall purpose of providing quality and efficiency to customers, often through digital or electronic interfaces. This Universal Agent/Financial Service Representative (FSR) role is responsible for conducting teller transactions and cashvault transactions in an accurate and timely manner. This person is also responsible for the sales and servicingof all bank products and services for both shares and loans. The FSR works with the Member Services,Operations, and Lending teams to achieve personal goals in the areas of deposit growth, business relationshipgrowth, and consumer relationship growth. The FSR also maintains current knowledge of competitor products,services, and current promotions. The staff in this important universal role are responsible for providing operational support and exceptional member service while maintaining essential controls and safeguards.
Major Duties and Repsonsibilities
Knowledge and Skills
EXPERIENCEGood customer service and communication skills are critical for this position. To perform this job successfully,an individual should have proficient knowledge of Windows and Microsoft Office software (Outlook, Word,Excel, Teams, etc.) and advanced keyboarding and ten-key skills. Training on the job will be provided.
EDUCATION/CERTIFICATIONS/LICENSESMinimum high school education or GED required. Advanced education is encouraged.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
Full Time
$50k-67k (estimate)
03/14/2024
04/11/2024
The job skills required for Financial Service Representative include Customer Service, Products and Services, Communication Skills, 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.
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.
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.
01/02/2022: Boise, ID
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.