What is a financial service representative?

Alexzander Wolf December 23, 2023
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By Amir Avila January 17, 2024

A financial service representative assists clients with various financial transactions and services, such as opening accounts, processing loan applications, and providing investment advice. They may work for banks, credit unions, or other financial institutions, and are responsible for building and maintaining relationships with clients. Financial service representatives must have a strong understanding of financial products and services, as well as excellent customer service and sales skills.

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What is a financial service representative?
What is a financial service representative?