-term career and passionate about developing strong relationships with clients, then the Financial Services Representative... I is the ideal role for you. The Financial Services Representative I is a foundational role designed to prepare...
for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls... sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include...
more complex business products, mortgage solutions, investments options, and insurance. Provide additional services to members..., asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs...