Full-Time Specialist Financial Services Representative – Pali
We’re looking for a dynamic and self-motivated Financial Services Representative to join our growing team. You will prospect and generate leads through networking and referrals, build long-term relationships, and provide inclusive financial solutions for clients. In this position, you’ll have the opportunity to walk your clients through the most important financial challenges and triumphs of their lives. That means working alongside experienced and talented advisors, making connections and building your professional network, and working in an environment designed to help you grow your practice.
Job Title : Specialist Financial Services Representative
Location : Pali, Rajasthan, India
Salary : $ 32.28 per hour.
Company : National Semiconductor Corporation
Job Type : Full-Time
- Be educated about the goods and services offered by credit unions, and be able to respond to questions from members and give them accurate information on all kinds of accounts and other credit union services.
- Engage with members, both current and potential, to build a good member experience through prompt, professional, helpful, informed, and courteous member care.
- Get member service requests and deal with them. Find problems with member accounts, investigate them, and fix them.
- Help members open whatever kind of account they need and get acquainted with its features.
- Handles incoming calls with initiative, assisting customers with their requests and solving their issues.
- Carefully and swiftly carry out a variety of accounting procedures, including but not limited to deposits, withdrawals, payments, and other account activities.
- Ability to evaluate and comprehend the supporting documents required by various types of complex company accounts in order to comply with Bank requirements
- Learn each member’s individual financial goals so you may provide products and services from your credit union that will help them achieve those goals.
- By employing a range of member engagement tactics through relationship calling, in-person talks, and referrals to other business lines, you can confidently develop lasting relationships both in-branch and in the community.
- aids FAU applicants in compiling the required documentation for their application to the Financial Assistance Program.
- Excellent communication skills, written and oral, able to articulate and communicate with customers and management and staff.
- using a computer or other office supplies frequently, which causes your hands and wrists to move in the same way.
- experience in accounting, bookkeeping, cash management, and client service gained over the course of two years minimum.
- competent in interacting productively with customers, persons of varying cultural backgrounds, and colleagues at various organizational levels.
- Clearly demonstrates skill in managing time effectively and juggling multiple commitments.