Service Associate
Job Description
Service Associate
Job Description
Service associate
provides products and services available through the retail banking branch.
To write an effective service associate job description, begin by listing detailed duties, responsibilities and expectations. We have included service associate job description templates that you can modify and use.
Observes noise levels on the unit
Checking and filling all necessary fluids under the hood, refueling the vehicle and checking tire pressure
Serve as a resource to Financial Advisors, Support Staff, and clients
Act as a liaison between the branches and service departments
Review client activity for digital and self-service opportunities
Monitor specific delegated reports and requests and execute on actionable items to meet service level expectations in a timely manner
Assist with Firm remediation and audit related projects
Review money movement and deposits and escalate issues to management as necessary
Prepare and process trade corrections, and maintain necessary records for compliance
Performs a variety of policy administration tasks in support of the business within established production and quality guidelines
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for
Service Associate
List any licenses or certifications required by the position:
HDI, IPC, AED, CPR, PTCB, ITIL, CE, USPS
Education for
Service Associate
Typically a job would require a certain level of education.
Employers hiring for the service associate job most commonly would prefer for their future employee to have a relevant degree such as
Collage and Associate Degree
in
Education, Business, Finance, Technical, Associates, Management, Communication, Graduate, Accounting, Business/Administration
Skills for
Service Associate
Desired skills for
service associate
include:
Store systems and store equipment
Basic tools needed for the job
Ability to leverage that information in creating customized customer solutions
Values and practices that align customer needs and satisfaction as primary considerations in all business decisions
Ability to design and develop retail lending products and services
Ability to provide products and services available through the retail banking branch
Ability to recognize and be sensitive to the different perspectives and priorities of different customers
Manage and evaluate operational processes and procedures and ensure compliance with local and company policies
Ability to communicate effectively and courteously on the telephone
Ability to effectively interact and negotiate with diverse work units at all organizational levels
Answer customer questions regarding products and services
Reviews instructions from the underwriter to understand / determine what is needed to provide issuances, renewals, endorsements
Enters premium and policy information into appropriate systems for policy updates / issuance
Researches and reconciles premium / billing accounting discrepancies