Job Description
Job Summary
- 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’ need
- 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
Qualifications
- Interested candidates should possess an OND, HND, or B.Sc Degree with at least 1 year experience.