What are the responsibilities and job description for the Financial Service Representative position at Financial Servicing Company?
Job Overview
We are seeking a dedicated and customer-focused Financial Service Representative to join our team. In this role, you will serve as a key point of contact for clients, providing financial guidance, processing transactions, and promoting investment products and services. The ideal candidate will possess strong interpersonal skills, a solid understanding of financial products, and the ability to manage customer relationships effectively. This position offers an excellent opportunity to develop your career within the financial services industry while delivering exceptional service to our clients. Remote Positions
Responsibilities
- Manage customer accounts by updating information, processing loan applications, and performing loan origination tasks.
- Detect and prevent fraud by monitoring account activity and adhering to security protocols.
- Provide exceptional customer service by addressing inquiries, resolving issues, and maintaining positive relationships.
- Support relationship management efforts by engaging with clients to understand their financial goals and recommend appropriate solutions.
Experience
- No prior experience in financial sales or customer relationship management is preferred.
- Strong communication skills will contribute to success in this role.
- This position offers a dynamic remote work environment where your skills in financial services can grow while providing valuable support to our clients. We value professionalism, attention to detail, and a commitment to excellent customer service in all our team members.
Job Types: Full-time, Part-time
Pay: $46, $55,839.21 per year
Expected hours: 20.0 – 40.0 per week
Work Location: In person
Salary : $55,839