Job Description

The Financial Services Representative is responsible for the accurate and timely opening of new consumer and business accounts in accordance with the Bank’s strict requirements for the provision of services of the highest quality. The role of the Financial Services Representative is to inform customers on the bank’s goods and services, assist them in determining what those products and services should be, and refer them to other team members as necessary. attends training and shows a thorough understanding of policies and procedures to ensure financial institution compliance with laws and regulations such as the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) legislation, the Office of Foreign Assets Control (OFAC), Consumer Privacy, Information Security, Bank Protection Act, and others. In accordance with established procedures, the Financial Services Representative may be called upon to function as a notary public.

Job Title : Financial Services Representative – Remote
Location : Ghayathi, Abu Dhabi, United Arab Emirates
Salary : $ 30.87 per hour.
Company : Equifax Inc.
Job Type : Full-Time

Qualifications:

• Competence in analyzing and comprehending complex business account documents to meet the Bank’s standards.
• Quickly and skillfully handles incoming calls, addressing customer needs and problems.
• Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service.
• Services requested by members are received and processed. Identify, probe for, and rectify account discrepancies for members.
• Execute accounting operations, such as deposits, withdrawals, payments, and/or other account activities, accurately and quickly.
• In order to effectively cross-sell credit union products and services, you must first learn the unique financial objectives of each credit union member.
• Accurately respond to member questions about credit union accounts and other services by maintaining a thorough understanding of those offerings.
• Obtains required paperwork and provides support during the application process for the Financial Aid Unit (FAU).
• Relationship calling, in-person meetings, and cross-selling to other products are just a few of the member engagement strategies that can help you build trust and long-term loyalty among your clientele.
• Open all types of new accounts while assisting the member to effectively use account.

Skills:

• Excellent communication skills, written and oral, able to articulate and communicate with customers and management and staff.
• demonstrates skill in managing time and switching between things without losing sight of what’s really important.
• two or more years of expertise in accounting, bookkeeping, handling cash, and customer service
• repetitive hand and wrist motions brought on by using a computer or other office supplies all the time.
• able to work well with employees from all levels of an organization, as well as clients from all walks of life.

How to Apply

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Job Categories: Financial Services Representative. Job Types: Full-Time.

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