The Financial Services Representative’s job is to conduct needs assessments of customers resulting in either product sales or referrals to specialized sales personnel. The Financial Services Representative must be familiar with all retail banking products, including personal credit and mortgage lending, small business products and lending, personal and business bank accounts, and registered products. They must also be familiar with in-house systems, transaction processing, teller functions, and mutual fund investments and transactions. The typical career progression for the Financial Services Representative is to eventually become a Financial Advisor.
Personal Banking Officer, Financial Advisor (Banking), Personal Account Manager, Lending Officer, Greeter
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Below are the courses and credentials required and/or recommended for this career.