Main duties
Financial sales representatives perform some or all of the following duties:
My duties are:
* Open accounts for customers.
* Debit card maintanence ( Raise limits), debit card issuing, debit card replacement.
* Sell prepaid/credit cards.
My position is Financial Service Representative at a big 5 bank
* Selling foreign currency & precious metals.
	
		
			
		
		
	
				
			Financial sales representatives perform some or all of the following duties:
- Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
 - Interview applicants for personal, mortgage, student and business loans
 - Promote the sale of deposit, investment, credit and loan products and services
 - Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
 - Research and evaluate loan applicant's financial status, references, credit and ability to repay the loan
 - Complete credit and loan documentation
 - Submit credit and loan applications to branch or credit manager with recommendations for approval or rejection; or approve or reject applications within authorized limits ensuring that credit standards of the institution are respected
 - Prepare statements on delinquent accounts and forward irreconcilable accounts for collector action
 - Review and update credit and loan files
 - Act as joint custodian for cash and securities.
 
My duties are:
* Open accounts for customers.
* Debit card maintanence ( Raise limits), debit card issuing, debit card replacement.
* Sell prepaid/credit cards.
My position is Financial Service Representative at a big 5 bank
* Selling foreign currency & precious metals.
	