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Financial Representative For Customer Service Jobs

Financial Service Representative Jobs
By Firefighters Community Credit Union (FFCCU) At Cleveland, OH, United States
Provide an exceptional in-branch customer experience by handling member needs from sales to service.
Two years to five years of similar or related experience.
Education: A high school education or GED.
Working knowledge of regulations relating to the Credit Union.
Discuss members current and future financial needs, analyze possible loan solutions, and provide members with good recommendations that address their needs
Cash handling (teller, vault, ATMs, audits, etc.)
Customer Service Representative For Busy Multi-Dealership Bdc
By Hiley Cars of Huntsville At Fort Worth, TX, United States
Participate in team and process development sessions – keeping positive relationships with teammates, sales teams and dealership management.
Strong computer skills, including Word, Excel and Outlook (and preferably dual-screen experience)
At least one previous role based in customer service experience
Competitive Pay and Bonus Structure
401(k) available at most locations
Merit increase after 90 day probationary period, upon passing your evaluation
Customer Service Specialist (See Below For Close Date)
By Montana State Fund At Helena, MT, United States
High school diploma/GED and 3 years business office and customer service experience;
Associates degree and one year of relevant customer service experience;
Have skill in using multiple computer screens and serving customers by phone and in person.
Have basic knowledge of standard office equipment.
Posting scheduled to close at 5:00pm on 6/28/2023**
First Report of Injury (FROI) entry and follow-up activities. (30%)
Financial Customer Service Representative - Brownsville, Tx - B&M
By Teleperformance At , Brownsville, 78521, Tx
Apply knowledge/skills to a range of moderately complex activities.
Help guide and educate customers regarding their health benefits account.
Efficiently use procedures & systems to enhance knowledge and provide tailored customer solutions.
Demonstrate in-depth product and system knowledge/expertise.
Full Benefits (Medical, Dental, Vision, 401k and more)
Benefits of working with TP include:
Customer Service Representative (Csr) For Hvac
By Kennon Heating and Air Conditioning At , Cumming, 30041, Ga $18 - $22 an hour
Service Titan at least 1 year experience
Cumming, GA 30041: Reliably commute or planning to relocate before starting work (Required)
Three 12 hour days or Four 10 hour days
Shift hours will be as follows:
Come join the best company to work for. Happy employees is a plus in our bookings.
Pay: $18.00 - $22.00 per hour

Are you looking for a rewarding career in customer service? We are looking for a Financial Representative to join our team and provide exceptional customer service to our clients. You will be responsible for managing customer accounts, processing payments, and providing financial advice. If you have a passion for helping people and a knack for problem-solving, this could be the perfect job for you!

Overview:

Financial Representatives for Customer Service are responsible for providing customer service to clients regarding their financial accounts. They answer questions, provide advice, and help customers with transactions. They must be knowledgeable about financial products and services and be able to explain them to customers.

Detailed Job Description:

Financial Representatives for Customer Service are responsible for providing customer service to clients regarding their financial accounts. They answer questions, provide advice, and help customers with transactions. They must be knowledgeable about financial products and services and be able to explain them to customers. They must also be able to identify customer needs and recommend appropriate products and services. Financial Representatives must be able to handle customer complaints and resolve disputes. They must also be able to maintain accurate records and provide reports to management.

What is Financial Representative For Customer Service Job Skills Required?

• Excellent customer service skills
• Knowledge of financial products and services
• Ability to explain financial products and services to customers
• Ability to identify customer needs and recommend appropriate products and services
• Ability to handle customer complaints and resolve disputes
• Ability to maintain accurate records and provide reports to management
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

What is Financial Representative For Customer Service Job Qualifications?

• Bachelor’s degree in finance, business, or a related field
• Previous experience in customer service or a financial institution
• Knowledge of banking regulations and laws
• Proficiency in Microsoft Office Suite

What is Financial Representative For Customer Service Job Knowledge?

• Knowledge of financial products and services
• Knowledge of banking regulations and laws
• Knowledge of customer service principles and practices

What is Financial Representative For Customer Service Job Experience?

• Previous experience in customer service or a financial institution

What is Financial Representative For Customer Service Job Responsibilities?

• Provide customer service to clients regarding their financial accounts
• Answer questions, provide advice, and help customers with transactions
• Explain financial products and services to customers
• Identify customer needs and recommend appropriate products and services
• Handle customer complaints and resolve disputes
• Maintain accurate records and provide reports to management
• Follow banking regulations and laws