Financial Services Representative at Michael Stevens Consulting

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
2 years ago

Additional Details

Job ID
74827
Job Views
85

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.


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