Customer Service Representative - Financial
Lake Mary, FL
Sep 15, 2024
fulltime
Full Job Description
Job Purpose:Serves customers by explaining services; obtaining and recording customer information; preparing documents.Duties: * Explains financial services by answering inquiries; explaining requirements and warnings. * Opens customer accounts by obtaining and verifying required information; inputting information into customer account database. * Completes transactions by obtaining signatures; receiving and depositing funds; preparing documents. * Documents actions by completing forms, reports, logs, and records. * Maintains customer confidence by keeping account information confidential. * Avoids legal challenges by complying with legal requirements. * Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. * Accomplishes bank mission by completing related results as needed.Skills/Qualifications:Verbal Communication, Customer Service, Selling to Customer Needs, People Skills, Attention to Detail, General Math Skills, Financial Skills, Financial Software, Integrity, Thoroughness, Multi-taskingPDN-9d02b4e2-b856-4426-8ddd-b7fc597a5728
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Customer Service Representative - Financial
Innova Solutions
Lake Mary, FL
Sep 15, 2024
fulltime
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