Representative Duties:
Attracts potential clients by answering product and service questions; suggesting information about other products and services.
Opens clients accounts by recording account information.
Maintains clients records by updating account information.
Maintains financial accounts.
Recommends potential products or services to by collecting clients information and analyzing clients needs.
Prepares product or services reports by collecting and analyzing clients information.
Contributes to team effort by accomplishing related results as needed.