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Associate Financial Services Representative Jobs in California

VLD Group

Financial Services Representative

San Jose, CA · On-site +1

$100K/yr

Provide ongoing client support and exceptional service * Participate in required training and ... This allows licensed representatives to identify suitable options based on each client's unique ...

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Associate Financial Services Representative information

What do associate financial services representatives do?

An associate financial services representative assists clients with banking and financial products, such as accounts, loans, and investments. They provide customer service, gather financial information, and may use banking software to process transactions and support financial advising activities.

What is the difference between Associate Financial Services Representative vs Customer Service Representative?

AspectAssociate Financial Services RepresentativeCustomer Service Representative
Required CredentialsHigh school diploma; FINRA licenses often preferredHigh school diploma or equivalent; no financial licenses typically required
Work EnvironmentBank branches, financial institutions, client meetingsCall centers, retail stores, customer support centers
Employer & Industry UsageFinancial services, bankingRetail, telecommunications, service industries
Common Search & Comparison IntentUnderstanding financial roles, career progressionCustomer support, service skills, job duties

The Associate Financial Services Representative typically requires financial licenses and works within banking or financial institutions, focusing on financial products and client advising. In contrast, a Customer Service Representative handles general customer inquiries across various industries without specialized financial credentials. The roles differ mainly in industry focus and required certifications, with the Associate Financial Services Representative being more specialized in finance-related services.

What does an associate financial services representative do?

An associate financial services representative assists clients with banking and financial products, such as accounts, loans, and investments. They provide customer service, gather financial information, and may use banking software to process transactions and support financial advising. Strong communication skills and knowledge of financial services are essential for this role.
What cities in California are hiring for Associate Financial Services Representative jobs? Cities in California with the most Associate Financial Services Representative job openings:
Associate Financial Services Representative jobs near you

Financial Services Representative

Sanfranciscofcu

San Francisco, CA

Full-time

Re-posted 6 days ago

Job description

POSITION: Financial Services Representative REPORTS TO: Branch Manager SALARY RANGE: Level 14 PRIMARY FUNCTION: Assist members with their financial needs and promote/sell all credit union products and services. Duties include opening new accounts, accepting and processing loan applications and answering general membership inquiries. DUTIES AND RESPONSIBILITIES: ~ Provide quality service to members and other employees ~ Provide explanation for all types of new share and loan accounts.

~ Cross-sell all credit union products and services. ~ Establish or make changes for payroll deductions and/or direct deposits. ~ Provide account balance information.

~ Preform account maintenance, including name changes names, addresses, telephone numbers and add joint owners ~ Mail out loan applications, rate sheets and other pertinent information. ~ Open sub savings accounts and money market accounts. ~ Accept and review consumer and auto loan applications for completeness.

~ Process mail and answer phones. ~ Perform other duties as assigned. PREREQUISITES FOR POSITION EDUCATION AND EXPERIENCE: Minimum of an Associate of Arts degree.

One year previous experience with a financial institution in a consumer lending or new accounts position preferred. SKILLS AND QUALIFICATIONS: A thorough knowledge of credit union financial products, services, policies and procedures. Ability to provide prompt and professional service.

Proficient in the operation of office equipment, i.e., calculator, computer and typewriter. Must possess excellent verbal and written communication skills. Must be available to work overtime

Depending on operational need, branch location will vary and work hours may be scheduled Monday through Saturday.

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