What is a financial service representative

What are the duties of a financial service representative? How do I become a financial service representative? What do financial sales representative do? This is typically an office-based role with full-time hours. A financial service representative is a person that works for an investment bank or other financial institution.

As a financial service representative, your duties revolve around selling a wide variety of financial products and services.

Some of these financial products include lines of credit, credit cards, bank accounts, and investment services. The representative may be trained to provide a variety of products and services including loans, certificates of deposit, individual retirement accounts, and credit cards, as well as estate and retirement planning. They are like consultative sales people. They work with clients build and maintain trusted relationships and sell products such as insurance and annuities to their clients.

These reps make most of their income via sales commission. You would be selling insurance, annuities and other insurance products. Explain the products and services to customers.

Recommend and sell the financial programs of the bank to customers Build relationships with customer.

Find out the customers financial needs and attract new customers. Study customers personal. For the average consumer, buying financial instruments such as stocks, bonds or retirement plans means contending with a bewildering array of numbers, procedures and regulations.

Coordinate with clients and acquire all information and resolve issue effectively. They can help with basic tasks, such as understanding available funds, as well as more complex goals, such as handling insurance policies, obtaining loans, and investing funds. A financial representative works at a financial institution and offers services to clients. This is a sales position, and the representative is expected to acquire new customers via referrals,.

Chat with Legal Experts for Get Step-by-Step Guidelines and More, Hours a Day. Ask Online Professionals for Ombudsman Preparation Guidance, Hours a Day. They then recommend financial services and products to meet client. They often help customers choose between investment opportunities to save for different major life events or goals.

North Cascades Bank - Omak , WA. The Customer Service Representative is responsible for accurately processing financial transactions and being an effective source of information for customers: in lobby, drive-thru window or by. Monster - days ago. A registered representative is a person who has passed the necessary tests to sell securities. You can call yourself a financial advisor without any training or specialized education.

Maintains a thorough knowledge of the features and benefits of all bank products and services in order to ascertain customer needs and to sell in conjunction with these needs.

Submit Other Responsibilities. In this post, you can reference some of the most common interview questions for a financial services representative interview along with appropriate answer samples. If you need more job interview materials, you can reference them at the end of this post. Why should we hire you as financial services representative ? That's the only way you can have job security with New York Life.

Customer service representatives interact with customers on behalf of an organization. Financial Services Representative in Rochester, NY. They provide information about products and services, take orders, respond to customer complaints, and process returns.

Many customer service representatives work in customer contact centers.