Financial Service Representative Job Description

Financial Service Representative Job Description

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Financial service representative provides assistance to other financial aid staff to ensure that processing activities adhere to established policies and procedures.

Financial Service Representative Duties & Responsibilities

To write an effective financial service representative job description, begin by listing detailed duties, responsibilities and expectations. We have included financial service representative job description templates that you can modify and use.

Sample responsibilities for this position include:

Maintain operationalstandards including balancingcash drawers at the end of each shift, processing CTR reports and transactions, and opening and closing procedures ofthe branch.May also include ATM and vault balancing, opening and closing procedures of the branch, Acquire and maintain up-to-date knowledge of applicable policies, procedures, guidelines and bank operating systems
Accurately posts self pay type payments according to standard procedures
Represents the hospital's financial policy and patient accounting procedures to patients
Signing Authority
Overrides
Vault Duties
When unable to resolve the problem in a reasonable amount of time, will escalate to the appropriate resource
Contacts insurers to verify patients insurance benefits, utilizes insurance websites and other means of electronic insurance verification (HDX) to obtain all information necessary for securing patient accounts
Meet and exceed sales and referral expectationsby working with customers to build and deepen relationships by uncovering financialneeds, and recommending the best products, services and solutions to meet those needs
Provides research and resolution with insurance carriers

Financial Service Representative Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Financial Service Representative

List any licenses or certifications required by the position: MANAGEMENT, FINANCIAL, NCFM, AMFI, FSR, CB&T

Education for Financial Service Representative

Typically a job would require a certain level of education.

Employers hiring for the financial service representative job most commonly would prefer for their future employee to have a relevant degree such as Collage and High School Degree in Education, Business, Finance, Administration, Business/Management, General Education, Financial Services, Accounting, Communications, Economics

Skills for Financial Service Representative

Desired skills for financial service representative include:

Procedures
Applicable policies
Guidelines and bank operating systems
Adhere to Flagstar's internal compliance policies and procedures
Bank products and services
Medical insurance practices and policies and regulations
Retail investment industry
Adhere to regulations and policies affecting new account processing

Desired experience for financial service representative includes:

Two years of college level courses Strong probing, prospecting and listening skills to uncover client needs
In addition, preferably holds insurance licenses (Life, Health and Variable Products) and FINRA Series 6 and 63
Your role will be to build and strengthen relationships with new and existing clients while meeting clients’ short and long term financial needs, recommending a full range of solutions (banking, credit, investment and wealth protection) and taking into account the clients’ current situation, risk profile, time horizon, and other personal factors
Must be able to work the required days as outlined in the job description
Bilingual language Russian (verbal and written)
Manage telephone and schedule appointments

Financial Service Representative Examples

1

Financial Service Representative Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial service representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial service representative
  • Retrieves necessary documents utilizing the cash posting and Onbase system
  • Interprets managed care requirements and third party processes for resolution to patient concerns
  • Handles all requests from attorneys
  • Handle Customer Portfolio for customers in Germany (approx
  • Accept reservation in a courteous and professional manner
  • Greet patients in a friendly and helpful manner, identifying self
  • Interview incoming patients
  • Screening inbound/outbound calls (50-70 calls daily)
  • Filing/ scanning
  • Calling clients on delinquent accounts
Qualifications for financial service representative
  • May obtain (optional) MLO (Mortgage Loan Originator) status to originate mortgage loans
  • Class action knowledge, an asset
  • Ability to navigate multiple systems and applications
  • Bilingual in English/Vietnamese desired
  • Strong/professional communicator - written and verbal
  • Customer Service experience is a MUST (call center / professional setting)
2

Financial Service Representative Job Description

Job Description Example
Our company is hiring for a financial service representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial service representative
  • Protect client information by following security guidelines and procedures
  • Profile existing and potential customers to determine banking needs and recommend appropriate products and services
  • Achieve cross-sell ratio, deposit and loan goals
  • Maintain knowledge of bank products, services and sales campaigns
  • Provide friendly and accurate customer service promoting customer satisfaction through cross-selling and follow-up functions
  • Review, process and /or prepare documentation for new accounts, consumer loans and Cashline requests
  • Make sales calls to potential customers
  • Ensure adherence to legal and bank requirements
  • Will back up Customer service Representatives and maintain a cash drawer
  • Will assist with other projects and duties when needed
Qualifications for financial service representative
  • Acts as lead in branch activities in the absence of or in conjunction with, the Branch Management Team
  • Objections
  • Billing and account resolution experience preferred
  • Automated systems experience preferred
  • Two or more years of RECENT experience in a customer service position
  • Excellent time management skills needed in order to maximize the number of clients that can be assisted while maintaining a high level of customer service
3

Financial Service Representative Job Description

Job Description Example
Our company is searching for experienced candidates for the position of financial service representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial service representative
  • Requests re-bills or additional follow-up based on changes to patient information
  • Evaluates the extent of inquiries and notifies management of potential trends in types of calls or customer complaints
  • Further strengthen client relationships by anticipating needs and aligning and proposing ETFC products and services where appropriate
  • Exceeding service expectations and following through on commitments
  • Adapt to client preferences using the art of a conversation
  • Maintain a high level of personal integrity and comply with the Code of Conduct as stated by ETFC
  • Will be responsible for reviewing the loan file, identifying what documents are completed, what is missing, and what is still needed to be completed for the short sale loan
  • Will Not be speaking with the actual customer regarding the short sale
  • Candidate must be able to talk through solutions and negotiate in effort to close out short sale
  • Ability to learn quickly, will use multiple screens
Qualifications for financial service representative
  • Ideal candidates will have a financial/banking or insurance background
  • Ability to relay technical information in a manner that is clear and concise
  • Proven ability to work in a medium to fast-paced environment and meet deadlines with a positive attitude
  • Bilingual English/Mandarin or Cantonese preferred
  • Knowledge of various software applications such as Microsoft Word, Excel, Outlook
  • Current or past Series 7 or insurance license preferred, but not required
4

Financial Service Representative Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of financial service representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial service representative
  • Perform Customer Service Rep (Teller) duties as needed
  • Assist management with various operational duties and responsibilities
  • Handle incoming phone calls regarding various service inquiries on customer accounts
  • Calls will need to responded to with a high degree of accuracy and efficiency
  • Meet key department performance metrics
  • You will work for the fastest growing retirement record-keeper in the country
  • You will provide superior customer service to our Retirement 401(k) Participants
  • You will receive initial training during your first couple of months which will ensure you gain a solid foundation of our company, products and systems to be well suited to help educate participants on retirement plans
  • You will answer incoming calls regarding retirement plans from participants (employees), employers, and third party plan specialists
  • You will answer questions ranging from account access via the website, account balances, loan quotes and availability, account changes, withdrawals, rollovers, benefits
Qualifications for financial service representative
  • Strong understanding and ability to communicate the suite of ETFC products and services
  • Make outbound calls to current customers - no selling/soliciting
  • Perform follow-up administrative functions such as preparing membership packets and scheduling appointments
  • Ability to navigate in multiple computer programs simultaneously
  • Establish and develop relationships with clients and co-workers
  • Work independently and be able to make quick decisions
5

Financial Service Representative Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial service representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial service representative
  • Ability to work within the hours of 9am - 3pm, Monday through Friday (occasional weekend hours may be requested)
  • Ability and desire to provide a quality customer service experience and connect with clients via the phone
  • Ability to work independently and maximize availability to take inbound calls during your scheduled shift
  • Previous experience in the financial services industry a plus but not required
  • Answer incoming calls by phone in a timely manner and assist tax preparers and taxpayers with questions about our program
  • Ensure client satisfaction by resolving client research in a prompt and timely manner
  • Effectively use bank resources, procedure manuals and reference materials to independently service client inquiries when necessary
  • Consistently strive to provide one call resolution
  • Ensure adherence to scheduled shift start times and break times to optimize availability
  • Comment the system after every call
Qualifications for financial service representative
  • Three to six months of relevant experience preferred
  • BS/BA Degree preferably in Finance, Business Management/Administration, or an equivalent combination of education, training, and experience
  • Customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call centerSearch Jobs US
  • Bilingual English/Chinese (Mandarin or Cantonese) a plus
  • Promote business for the Bank by maintaining good client relations, referring clients to other lines of business for new services as needed and demonstrating product knowledge
  • Act as lead in branch activities in the absence of or in conjunction with, the Branch Management Team

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