Financial Services Representative
6 months ago
The Financial Services Representative (FSR) understands customers’ banking needs and provides appropriate financial solutions. This includes new accounts, credit products, basic investment advice, and promoting all banking products and services to create a legendary customer experience. This role will contribute to the growth of the business by developing and deepening the new and existing customer relationships and will be responsible for meeting and exceeding specific, individual and team based business goals. The Financial Services Representative reports to the Branch Manager.
**Essential Duties & Responsibilities**:
- Create a positive “First Impression’” by greeting and engaging customers in a range of sales, service and informational conversations
- Proactively promote Shinhan Bank’s products and services by listening to and identifying the needs of customers
- Resolve customer problems and concerns promptly, escalating issues as required
- Provide sound advice at every customer interaction to create a positive customer experience
- Complete financial transactions; opening/closing accounts, deposits, withdrawals, bill payments, and other account transactions for customers accurately and efficiently
- Develop and maintain relationships with the KSC, community, existing and new depository/loan customers
- Professionally serve existing VIP and business customers
- Ensure necessary due diligence is taken to support the accuracy of all customer transactions
- Contribute to the achievement of branch KPI objectives by meeting or exceeding individual sales goals
- Be knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations
- Identify and refer customers to team members and internal Bank partners as appropriate
- Handle F/X(Import & Export Doc. DA/DP/LC)
- Support administrative tasks relating to loans such as loan renewals and documentation, etc.
- Additional duties as deemed necessary
**Job Types**: Full-time, Permanent
**Salary**: $49,440.00-$58,090.00 per year
**Benefits**:
- Company events
- Company pension
- Dental care
- Disability insurance
- Life insurance
- Paid time off
- Vision care
Flexible Language Requirement:
- French not required
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
- Overtime pay
**Education**:
- Bachelor's Degree (preferred)
**Experience**:
- banking: 1 year (preferred)
- Financial services: 1 year (preferred)
Work Location: In person
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