Financial Services Representative
The Waters Organization has been hired by a Credit Union to recruit a Financial Services Representative. The role of a financial services representative is to develop and retain long- term customer relationships by providing personal, high level customer service. Financial services representatives deliver trusted financial advice and customer value by understanding customer needs and matching products and services to those needs and goals.
- Proactively cross-sell products
- Manage and coordinate all aspects of the customer’s financial relationship including financial planning, credit, and deposits
- Deliver personalized product/ service recommendations and work with the customer to implement financial plans
If you meet these requirements, please submit resume in MS Word format to firstname.lastname@example.org.