Financial Services Representative Job Description

Financial Services Representative Job Description

169 votes for Financial Services Representative
Financial services representative provides customers and prospects with information about products and services offered by the Bank, and provide quality customer service.

Financial Services Representative Duties & Responsibilities

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

Sample responsibilities for this position include:

Interpret and communicate information regarding credit policies and procedures, billing practices, insurance submission, and out-of-pocket patient responsibility to patients and clinic staff
Ensure patient satisfaction through timely and effective patient account maintenance including assistance with billing, third-party payments, requests for collections and adjustments, information verification, credit options, and record maintenance
Provide prompt, courteous service to financial advisors and/or unitholders
Promptly respond to telephone and written inquiries for product and administrative information
Investigate account-related issues and determine appropriate actions to achieve resolution to such issues
Completion of post-secondary education (Commerce, Finance or Business Administration programs considered an asset)
Professional, friendly, positive and enthusiastic telephone manner with a very strong focus on providing exceptional customer service
Ability to work a rotating 7.5 hour shift between 8 am-8 pm (Mondays-Fridays)
Determine collectability of patient accounts and process for financial assistance, extended payment plan, settlement, or collection agency referral
Ensure accurate account information in all billing areas

Financial Services Representative Qualifications

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

Licensing or Certifications for Financial Services Representative

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

Education for Financial Services Representative

Typically a job would require a certain level of education.

Employers hiring for the financial services representative job most commonly would prefer for their future employee to have a relevant degree such as Collage and University Degree in Associates, Finance, Education, Financial Services, Business, Performance, Accounting, Administration, Business/Management, Leadership

Skills for Financial Services Representative

Desired skills for financial services representative include:

Cash management
Investment and wealth protection to help clients meet their goals
Comply with Bank and industry codes of conduct and with securities laws and regulations
Banking and financial products and services
Policies and procedures
Products offered by the Bank and corresponding regulations
Bank products and services
Bank products

Desired experience for financial services representative includes:

Mentor employees to develop small business capability
Make referrals to partners
Knowledge and experience with a financial automated accounting systems
Minimum of 2 years' experience in a customer service related accounts receivable, payable work environment
The ability to communicate proficiently verbally and in written form
The ideal candidate would possess 3 years of experience with automated accounting systems, governmental experience in Accounting, Finance and/or Budget

Financial Services Representative Examples


Financial Services Representative Job Description

Job Description Example
Our company is hiring for a financial services representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial services representative
  • Flexible health benefits, stock purchase plan, competitive pay and recognition programs
  • Motivated, detail oriented person who is able to work independently in a fast paced environment
  • Heavy phone usage/volume
  • Must be persistent with excellent follow up skills
  • Must be results driven and results oriented
  • Must work well with others and be able to contribute to a team
Qualifications for financial services representative
  • A minimum of one year of financial/banking experience
  • You will actively demonstrate lobby leadership in the customer lounge, help & advice area and in self-serve areas of the branch with the goal to deliver a legendary customer experiences and create a positive “First Impression’” by greeting and engaging them in a range of sales, service and informational conversations
  • You will provide sound advice at every customer interaction to create a positive customer experience
  • You will ensure customer problems are handled appropriately, advancing issues when necessary
  • You will ensure the customer area is professional and inviting in appearance
  • Current knowledge of collection laws and regulations

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