Harikumar Patel

Financial Services Representative @Aar Financial

Surry, BC, CA

As a Financial Services Representative (FSR), you will play a key role in providing clients with personalized banking solutions, ensuring their financial well-being while meeting sales and service goals. You will assist individuals and businesses with account management, loans, credit products, and investment services.Key Responsibilities: • Open personal and business accounts, set up digital banking services, and assist with daily transactions. • Identify client financial needs and recommend suitable banking products, including loans, credit cards, and investment options. • Conduct interviews with applicants to assess financial status and loan eligibility. • Analyze credit history, evaluate risk, and process loan applications within authorized limits. • Ensure compliance with financial regulations, policies, and documentation requirements. • Handle overdue accounts, issue reminders, and escalate delinquent cases for collections. • Maintain financial records, update client information, and provide excellent customer support. • Collaborate with internal teams to enhance customer experience and drive business growth.Qualifications: • Experience in banking, financial sales, or customer service is preferred. • Strong communication, problem-solving, and analytical skills. • Ability to understand financial data and provide tailored solutions. • Knowledge of financial regulations and credit assessment processes.

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