An account service representative is primarily responsible for managing customer financial accounts and records within a company. These representatives generally work in an office environment, though some are able to work from a home office.
In this role, you will meet individual sales goals and assist with financial center team goals. Fsr has the additional responsibilities of supporting the financial center manager with coaching of other teammates and some non-sales responsibilities. Functions as financial center manager in that individuals absence.
In this role, you will provide ongoing feedback to the sales representative to improve opportunities and strengthen relationships; participate in daily meetings with your Sales vertical to align goals, objectives and deliverables.
In this role, the selected candidate must have excellent written and oral interpersonal communication skills, as well as a basic aptitude with technology-based solutions and products must have a professional appearance and project a professional image to the public.
In this role, you will be responsible for managing and coordinating all aspects of the customers financial relationship with FHN, including but not limited to financial planning, credit, deposits, small business products, investment and insurance products.
The primary focus of the Financial Services Representative (FSR) is to develop and retain long-term and profitable customer relationships to maximize financial center revenue growth and to do so while maintaining high customer service and procedural standards.