Jobs and Careers
FI
Sr. Financial Services Representative
FirstBankUnited Statesfull_timeVerifiedPosted 21 Aug 2024
About the role
POSITION SUMMARY: The Senior Financial Service Representative (Sr. FSR) delivers FirstBank service excellence through accurate and efficient transaction processing, uncovering and meeting customer needs and successfully selling bank products and services via the Bank’s needs discovery process. Sr. FSRs regularly apply policies and best practices based on FirstBank and financial industry knowledge, supporting the Financial Center with an advanced level of bank product knowledge and mentoring other FSRs as needed. ESSENTIAL FUNCTIONS: To perform this job, an individual must perform each essential function satisfactorily with or without a reasonable accommodation. · Achieve personal and Financial Center targets and goals by identifying customer needs and providing appropriate guidance and perspective when recommending and explaining bank products and services; make referrals to the appropriate Bank partners as customer needs dictate. · Answer customers’ questions regarding products and services; research and resolve advanced customer issues according to established guidelines, brand model and service standards; encourage retention
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