Full-Time Staff Financial Services Representative – Mhow
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 : Staff Financial Services Representative
Location : Mhow, Madhya Pradesh, India
Salary : $ 31.58 per hour.
Company : Bank One Corporation
Job Type : Full-Time
- Quickly and skillfully handles incoming calls, addressing customer needs and problems.
- Carefully and swiftly carry out a variety of accounting procedures, including but not limited to deposits, withdrawals, payments, and other account activities.
- All new accounts should be opened, and you should help the individual use their account wisely.
- Use member engagement strategies like relationship calling, in-person conversations, and product/service referrals to confidently build long-lasting connections in the branch and the local community.
- Acquire an in-depth familiarity with credit unions and their services so you can confidently answer member inquiries and provide correct details on a wide range of accounts and other products offered by credit unions.
- To take in and deal with requests for assistance from members. Locate, probe, and resolve inconsistencies in member accounts.
- By comprehending the distinctive financial objectives of each member and developing solutions to fit each particular demand, cross-sell credit union products and services.
- Gathers documentation and assists in the completion of the Financial Assistance Program (FAU) application process.
- Provide timely, professional, helpful, educated, and courteous member service to current and potential members to ensure a pleasant member experience.
- The capacity to examine and grasp documents for various types of complicated commercial accounts to the extent necessary to meet the Bank’s criteria.
- Ability to articulate oneself and interact effectively with clients, superiors, and coworkers orally and in writing.
- Experience with bookkeeping, budgeting, cash management, and client services for a minimum of 2 years.
- Continuous motions of the hands and wrists caused by using a computer or other workplace machinery.
- Demonstrates skill in prioritizing work and managing time effectively
- competent in working together with clients, customers, and people from all walks of life, regardless of their position within the firm.