44 Financial Services Representative Jobs in Atlanta, GA
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Sumeru is Hiring a Financial Services Representative Near Atlanta, GA
Good communication (Written English).
Experience with Transaction reviews process
- Excellent written and oral communication skills
- Demonstrated strong attention to detail.
- Experience collecting, interpreting, updating and organizing data
- Knowledge on AML & Transaction Reviews; KYC checks
Job Type: Full-time
Pay: $41,000.00 - $47,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Experience level:
- 1 year
- 2 years
- 3 years
- 4 years
- 5 years
- 6 years
- 7 years
- 8 years
- 9 years
- Under 1 year
Schedule:
- 10 hour shift
- 8 hour shift
- Monday to Friday
Experience:
- Cash handling: 1 year (Preferred)
- Banking: 1 year (Preferred)
- KYC: 1 year (Preferred)
Ability to Commute:
- Atlanta, GA 30303 (Required)
Ability to Relocate:
- Atlanta, GA 30303: Relocate before starting work (Required)
Work Location: In person
Job Summary
Full Time
$47k-59k (estimate)
04/23/2024
04/23/2024
sumeru.net
<25
The job skills required for Financial Services Representative include Life Insurance, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services 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 Services Representative. Select any job title you are interested in and start to search job requirements.
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.
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