Financial Service Representative
Current- Create superior customer sales experiences by engaging, listening and understanding the financial needs of potential customers and matching their needs to our lending solutions in a pleasurable sales environment. - Demonstrating compassion and empathy toward customers to be able to hear their story and help with the most appropriate sale of our financial services based on individual needs.- Capitalize on financial cross-sales and add-on products by paying attention to customer needs to specifically pinpoint sales opportunities while transparently and openly communicating the terms and conditions of our financial products.- Review and evaluate online financial loan applications, assess the applicants’ credit worthiness, perform financial analysis, and other risk assessments to maximize quality of the sale and limit future collection items. - Manage collections activities for all past due financial accounts, maintaining an impeccable level of service.- Accurately secure all required information to fulfill customer applications for products and maintain information and records to limit errors.