Finance service representative vs personal banking representative

Differences between finance service representative and personal banking representative duties and responsibilities

Finance service representative example responsibilities.

• Manage correspondent services including but not limit to wire processing, coin and currency, ACH support and international payments.
• Gain excellent customer service skills and achieve award for completing voluntary MSR exams.1
• Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
• Maintain cleanliness and presentation of member service area and marketing information.
• Originate and develop new business through effective profiling, relationship building, consultative customer service in a retail banking environment.
• Count upon for accuracy and math skills.
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Personal banking representative example responsibilities.

• Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
• Open new bank accounts, order debit and ATM cards for new and existing customers.
• Coach associates in cross-selling of products, create work schedules and implement procedures to reduce expenses.
• Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit
• Maintain customer relationships while continually assessing cross-selling opportunities.
• Advise patients of insurance/hospital information, prepare admission forms and enter patient data into the patient data accounting system.
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