What does a financial service representative do?
Understand the Problem
The question is asking for the role and responsibilities of a financial service representative, which generally involves providing financial advice, assisting clients with their financial needs, and promoting financial products.
Answer
A Financial Services Representative sells banking and investment products and offers client support.
A Financial Services Representative sells banking and investment products to clients, determines their financial goals, provides relevant product recommendations, and offers customer service support.
Answer for screen readers
A Financial Services Representative sells banking and investment products to clients, determines their financial goals, provides relevant product recommendations, and offers customer service support.
More Information
Financial Services Representatives often work in retail and investment banks and help clients make sound financial decisions.
Sources
- What Does a Finance Service Representative Do - Zippia - zippia.com
- Financial Services Representative: What Is It? and How to Become ... - ziprecruiter.com
- Job Description- Financial Service Representative (FSR) - 1edcu.org
