Job Description

Job Description

THIS POSITION IS 100% REMOTE AND FLEXIBLE
(all work done through Zoom)

IF YOU CAN WORK FROM HOME PLEASE LET ME KNOW BECAUSE WE HAVE A LOT OF OPENINGS. YOU CAN WORK AROUND YOUR CHILDREN AS WELL (BACKGROUND NOISE IS FINE!) IT’S WHAT WE DO.

Financial Services Representative duties and responsibilities

• The overall key responsibility of a Financial Services Representative is to ensure that clients of a financial institution have the right products and services for their needs. Specific Financial Services Representative job duties may include:
• Asking questions to gain an understanding of the client’s current financial situation and short- and long-term financial goals
• Suggesting checking and savings accounts, loans, certificates of deposit, credit cards and other products and services that fit clients’ needs
• Explaining the features and benefits of recommended products
• Gathering client information and completing paperwork to open new accounts
• Handling inquiries about account balances, payments due, and other concerns
• Researching errors and issues with accounts
• Performing account maintenance tasks such as adding names or closing accounts
• Striving to meet goals for opening new accounts and loans