FC Client Service Rep Job Description
FC client service rep
provides insights and innovation on demand and uncover client's specific requirements for effective promotion of specific industry solutions.
FC Client Service Rep Duties & Responsibilities
To write an effective FC client service rep job description, begin by listing detailed duties, responsibilities and expectations. We have included FC client service rep job description templates that you can modify and use.
Sample responsibilities for this position include:
Create a connection and develop rapport with clients to provide outstanding, personalized service and client care
Listen carefully and engage with clients to understand their top financial and life priorities so you can connect them with the appropriate teammate in the financial center
Introduce clients to the appropriate teammate with the expertise to help them meet their goals
Work together with all financial center teammates to deliver exceptional client relationship care
Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve clients
Accurately and efficiently process transactions such as client deposits and cashing checks
Assist clients with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate
Inform and educate clients on how to conduct simple transactions through convenient banking options including digital adoption as an alternative for clients
Understand and abide by the laws, rules and regulations which apply to CSR activities
Routinely use Financial Center online references and tools to expand your knowledge and eliminate mistakes
FC Client Service Rep Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for FC Client Service Rep
Typically a job would require a certain level of education.
Skills for FC Client Service Rep
Desired skills for FC client service rep include:
Financial services industry
Products and solutions
Desired experience for FC client service rep includes:
Complete all required training, inclusive of compliance training courses, to stay current on policies and procedures
Will be expected to work some Saturdays and/or extended hours
Thrive on engaging with clients
Ability to engage with clients to inquire about our their personal finances
Ability to respond to and assist clients with inquiries and/or problem resolution
Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes