Consumer Investments - Financial Services Representative I (Chandler, AZ)
Core
Answer detailed questions about products and accounts, educate clients on value-added opportunities, and refer them to specialists.
Role type
Financial Services Representative I
Builds
Client solutions and referrals within the bank
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Active Listening, Attention to Detail, Critical Thinking, Customer and Client Focus, Oral Communications, Account Management, Decision Making, Adaptability, Referral Identification
Responsibilities
Resolving escalated and complex inquiries regarding accounts, triaging client requests and making referrals to internal specialists, applying knowledge of financial products and banking services to educate clients
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