The Financial Services Representative is responsible for delivering excellent customer service, identifying client needs, and recommending financial products or services that align with those needs. This role combines customer interaction with financial expertise to assist clients in achieving their financial goals while maintaining high standards of service and integrity.

Key Responsibilities:

1. Client Interaction:

• Greet clients, listen to their needs, and provide tailored financial solutions.
• Handle inquiries regarding accounts, loans, and other financial products.
• Address and resolve client issues efficiently and professionally.

2. Product and Service Promotion:

• Identify client needs and recommend appropriate financial products.
• Cross-sell products and services to meet clients' overall financial needs.
• Educate clients on various financial services, policies, and procedures.

3. Account Management:

• Open, close, and manage various types of accounts for clients.
• Process loan applications, review creditworthiness, and provide loan-related information
• 4. Transaction Processing:
• Process routine transactions
• Ensure accuracy in all transactions, maintain confidentiality, and comply with security protocols.

5. Compliance and Documentation:

• Adhere to regulatory requirements and company policies to maintain compliance.
• Prepare and maintain accurate records of all client interactions and transactions.

This role is ideal for someone who is customer-focused, enjoys working in finance, and has strong problem-solving and communication skills. The FSR helps to build and maintain trust with clients, supporting them in reaching their financial goals.