Consumer Investments - Financial Services Representative I (Pennington, NJ)
Core
Answer detailed questions about products, accounts, and financial services; educate clients on value-added opportunities; triage requests and refer clients to specialists.
Role type
Financial Services Representative I
Builds
Client service experiences and referrals to internal specialists
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
Preferred skills
Bachelor's degree, 1+ year performance-based experience, Microsoft Office proficiency
Technologies
Microsoft Office
Responsibilities
Resolve escalated and complex client inquiries, triage client requests and make referrals to appropriate internal specialists, apply knowledge of financial products and banking services to educate clients
Seniority
Entry-level IC