Financial Services Representative at Michael Stevens Consulting

Job Summary

• The overall key responsibility of a Financial Services Representative is to ensure that clients of a financial institution have the right products and services for their needs.

Specific Financial Services Representative job duties may include:

• Asking questions to gain an understanding of the client’s current financial situation and short- and long-term financial goals
• Suggesting checking and savings accounts, loans, certificates of deposit, credit cards and other products and services that fit clients’ need
• Explaining the features and benefits of recommended products
• Gathering client information and completing paperwork to open new accounts
• Handling inquiries about account balances, payments due and other concerns
• Researching errors and issues with accounts
• Performing account maintenance tasks such as adding names or closing accounts
• Striving to meet goals for opening new accounts and loans

Qualifications

• Interested candidates should possess an OND, HND, or B.Sc Degree with at least 1 year experience.