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Average Salary
Updated: 06/19/2013
Financial Service Analyst:
Sells financial services and provides customer support to prospective and existing customers. Opens new accounts and services established accounts.
Provides members with all necessary disclosures and information for service. Conducts orientation interviews on services with each new customer. Provides basic financial... [+] More
Financial Service Analyst:
Sells financial services and provides customer support to prospective and existing customers. Opens new accounts and services established accounts.
Provides members with all necessary disclosures and information for service. Conducts orientation interviews on services with each new customer. Provides basic financial services to customers such as answering general investment questions, placing trades, sending and receiving payments, checking and savings transactions, transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line-of-credit advances, assisting with account balancing, etc. Responds to customer requests, problems, and complaints, resolves issues, and directs them to the appropriate staff. Provides accurate market data and cross-sells products. (Source: eDOT Job Description) [-] Less
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