Personal Financial Representative (Sales and Related)

Interact with customers to provide basic or scripted information in response to routine inquiries about products and services. May handle and resolve general complaints. Excludes individuals whose duties are primarily installation, sales, repair, and technical support.

Take responsibility for the end-to-end management of the branch, including minor repairs, customer service, total sales, and employee morale. Assist in managing the payroll and leave the management of the branch employees. Manage all operations and administrative duties of the branch. Develop annual budgets and manage the operational expenses. Provide coaching and training to the branch staff. Identify areas of improvement and lead initiatives to increase productivity and profitability. Engage customers and resolve their complaints personally when needed. Ensure all legal regulations are being met in the facility. Hire, train, and let go of employees as needed.

Sell services to individuals or businesses. May describe options or resolve client problems.

Perform routine administrative functions such as drafting correspondence, scheduling appointments, organizing and maintaining paper and electronic files, or providing information to callers.

Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.