Financial Customer Service Representative

Financial Customer Service Representative

Summary:

The Customer Service Representative (CSR) manages each customer interaction to create an exceptional experience engaging in sales calls/meetings with established clients and customers.

Job Responsibilities

· Creates an Exceptional Customer Experience

o Identifies and responds to customer's needs in a timely and efficient manner

o Builds internal and external relationships

o Ensures customer confidentiality and private information is maintained

· Performs Job Related Functions

o Interviews customers and process applications, making recommendations for product and services approval

o Processes payments, verifies cash, endorsements, issues receipts, ACH, etc.

o Prepares and present assigned daily marketing offers

o Responsible for assigned collection of customer accounts

o Compiles and maintains records of all daily assigned tasks

· Ensures Compliance

o Adheres to all 1 FFC policies and procedures

o Complies with all State and Federal regulations

· Engages a Learning & Development environment

o Participates in personal development

o Exhibits knowledge of all 1 FFC products

o Seeks additional opportunities and responsibilities

· Exemplifies the 1 FFC Leadership Competencies

· Performs all other work-related duties as assigned

Requirements:

Sales experience (1-2 years preferred)

High School Diploma or equivalent

Ability to meet current Licensing requirements of various States and Federal regulators

Demonstrate the ability to analyze relevant information and apply individual judgment

Advanced interpersonal relationship skills at a variety of levels and greatly differing social and business settings

Ability to maintain confidential business and personal information

Action and result focused

Strong communication skills (verbal / written /interpersonal)

Proficient with MS Office Suite products

Must possess a valid driver's license and the ability to operate an automobile