. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals..., provide informative and tailored service, and recommend the right products and solutions that will help their financial...
with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting..., Client Service, Customer Experience (CX), Digital Literacy, Empathy, Financial Products, Interpersonal Communication...
, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals... results. Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas...