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The Financial Services Representative understands customers banking needs and provides appropriate financial solutions. This includes new accounts, credit products, basic investment advice, and promoting all banking products and services to create a legendary customer experience. This role will contribute to the growth of the business by developing and deepening the new and existing customer relationships and will be responsible for meeting and exceeding specific, individual and team based business goals. The Financial Services Representative reports to the Branch Manager, Manager Financial Services or Manager Customer Service & Sales.
Essential Skills
- Reading text
- Document use
- Numeracy
- Writing
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
- Significant use of memory
Specific Skills
- Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
Work Setting
- Bank
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