Sr. Financial Services Rep
Current- Constant interaction with clients analyzing financial needs along with creating an EXCEPTIONALexperience at each interaction
- Tasked with selling the right financial product(s) that will meet the needs of our clients
- Coordinate with Business Development officer to create partnerships with businesses to increasemembership and sales
- Responsible for certain managerial roles such as training new hires, branch operations, internal training, and assisting team… Show more
- Responsible for certain managerial roles such as training new hires, branch operations, internal training, and assisting team members with client complaints or problems
- Assisting other departments in launching new programs, policies, procedures, software, hardware, in order to maximize efficiencies.