Financial Service Representative Responsibilities and Duties

Posted in Job Responsibilities

Develop and maintain professional relationships with customers and ensure customer satisfaction.

Coordinate with clients and acquire all information and resolve issue effectively.

Provide professional assistance to all clients issues and ensure confidentiality of all client information.

Maintain knowledge and interpret all policies and procedures of bank and ensure compliance with all ethics and conducts.

Administer everyday office activities and manage personal balancing records according to the policy.

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

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

Assist sales team to generate business through cross selling and effective marketing.

Analyze all customer requirements and recommend solutions to meet same and prepare effective financial plans to suit individual customers.

Maintain relationship with assigned customers and ensure effective implementation of all services and products and update legal disclosures and notifications.

Coordinate with branch manager to analyze calls, prepare sales strategies and efficient report on current branch focus.

Analyze market requirements and increase sales opportunities with help of latest sales techniques.

Participate in leads and networking groups and stay updated with competitor products to develop efficient strategies.

Attend community organizations and business development programs to assist clients better.

Analyze all customer requirements and resolve customer transactions issues with help from bank personnel.

Assist clients with all benefits and features of new account, IRA, CD, or Safe Deposit products according to customer needs.

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