Financial Representative
Pixelle
- Assisted clients in understanding financial products and services available.
- Provided support in processing client transactions accurately and efficiently.
- Maintained up-to-date knowledge of financial regulations and compliance standards.
- Collaborated with team members to enhance client service delivery processes.
- Supported the preparation of financial reports for management review.
- Engaged in ongoing training to improve product knowledge and customer engagement skills.
- Met with customers to assess needs, financial status, and eligibility.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
- Created accurate financial documents to present to senior leadership and minimize financial discrepancies.
