Financial Services Associate Resume Examples

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.

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

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