Financial Service Representative
Financial Service Rep (FSR) - Chattanooga, TN
Must be available within hours of operation (8:00AM-6:00PM Monday thru Friday, 9:00AM- 1:00PM Saturday)
Average 20 hours/week
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. FSRs deliver trusted financial advice and high levels of customer value by matching FHN products and services to customer needs and goals. Duties of the FSR include: proactively cross-selling existing customers; managing and coordinating all aspects of the customer's financial relationship with FHN, including but not limited to education on the financial planning process, credit, deposits, small business products, investment and insurance products; partnering with the customer and FHN specialists to identify the customer's specific financial goals, dreams and needs; delivering personalized product/service recommendations and working with the customer to implement financial plans either directly or by leveraging the appropriate FHN specialists or alternate delivery channels; proactively monitoring ongoing customer needs and market trends; and meeting individual sales goals and assisting with financial center team goals. FSR has the additional responsibilities of supporting the financial center manager with coaching of other teamates and some non-sales responsibilities. Function as financial center manager in that individual''s absence.