Create a Professional Resume Quickly with Our Resume Builder
sr. financial services associate
- Sell various types of insurance policies to Home loan Customer and individuals , including automobile, fire, life, property, medical and specialized policies for Home loan Customer
- Given the knowledge about future planning.
- investment
- mutual funds .
- Fixed deposit & Regular deposit.
- Help people for financial planning
financial services associate
- Calculate and quote charges for services such as check cashing
- Deferred Deposit assistance (Cash Advance)
- Provide assistance for customers with special billing request
- Notary service
financial services associate
- Assist members by providing information and resolving their complaints.
- Answer members’ questions, and provide information on procedures or policies.
- Determine members’ financial service needs.
- Contact prospective members to present information and explain available services.
- Opening accounts and making sure all BSA requirements are met.
- Answering phones and checking voicemail on mutli-line system
- Discuss financial options with clients.