Service officer vs finance service representative

Differences between service officer and finance service representative duties and responsibilities

Service officer example responsibilities.

• Manage routine closing procedures, correspond extensively with problematic patrons and provide assistance with ATM's.
• Identify cross-sell opportunities; actively and aggressively promote products to achieve credit union target production expectations.
• Prepare and present PowerPoint presentations for briefings and training.
• Utilize benefits calculator to assist low income ASC staff to determine eligibility for supplemental programs.
• Examine injure persons and administer first aid or cardiopulmonary resuscitation, if necessary, using training and medical supplies and equipment.
• Perform intake duties to determine diagnostic and financial eligibility for those with intellectual and developmental disabilities with Medicaid.
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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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