Job Title: Financial Services Representative We are seeking a skilled and customer-focused individual to join our team as a Financial Services Representative. About the Role: This role involves providing high-quality financial services to customers, including processing transactions, answering account questions, and resolving issues in a timely and effective manner. You will also play an important part in helping us achieve growth targets through sales initiatives and delivering exceptional client experiences. * Sales Performance: Support team efforts to achieve growth targets by actively seeking opportunities for referrals and executing successful sales initiatives. Job Responsibilities: 1. Clients Experience: Provide positive client experience by assisting with account inquiries, problems or complaints through research and communication resolve them in timely & effective manner deliver client engagement & Education meet behavioral activity goals defined retail leadership inc but not limited referral Perform special projects additional duties responsibilities required consistently adhere regulatory compliance policies standards linked job complete required trainings accountable maintain compliance applicable federal state local laws regulations h4(Job Requirements:",)