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 Financial Services Representative

Country: USA
Location: Bay Minette AL
Total applied: 40
Location:US-AL-Bay Minette

Base Pay:N/A
Employee Type:Full-Time Employee

Industry:Banking - Financial Services

Manages Others:no
Financial Services Representative

•This position is meant to be the “first line” of contact for customers as they enter the branch.
•Must achieve applicable sales goals. Sell appropriate bank products or services or refer to appropriate business line.
•Identify and address customer needs by providing a wide variety of in-branch services which may include, but are not limited to, opening new accounts, issuing counter checks, redeeming savings bonds, performing money transfers, receiving loan payments, and selling/buying foreign currency.
•May work in an “In-Store” location whose duties may rotate between Teller and FSR dependent upon customer needs.
•Resolve customer problems either through direct personal action or referral to alternative branch or bank resources.
•Identify and maximize cross-sales opportunities through customer profiling.
•Enhance customer relationships by telemarketing bank products.
•Ensure customer is referred to correct line of business.
•Take, process and close loan applications.
•Perform basic service transactions that take minimal time such as address changes, check orders, giving account balances, performing stop payments and answering phones.
•Maintain customer account records.
•May perform Teller duties, on occasion, when necessary.
•May be assigned to opening and closing the branch and other operational tasks.
•Associates or Bachelor’s degree or High School and 3+ years proven sales and customer service experience, preferably in a financial services environment.
•Excellent customer service and communication skills.
•Trained in effective sales techniques and possesses excellent sales skills.
•May have applicable certifications or licenses.
•Vast knowledge of FSR and branch operations, policies and procedures.

Those interested and qualified must apply online at our website, www.regions.com.

- Apply for Financial Services Representative

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