Branch Service Advisor | Financial Licensing Required | Memphis, TN

Job Position

Responsibilities:

Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure. Provide advanced product/service information and respond to complex customer questions about the product/service. Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required. Provide a quality service to clients. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving client problems.

Skills:

Works with full competence and typically without supervision (and may provide technical guidance) to:

• Deliver required services to clients to the required standards
• Orient the organization around delivering to the key needs of clients
• Articulate client needs in the client's business language and business context
• Connect with clients to strengthen the relationship, meeting personal needs through positive client experiences

Licenses/Certifications:

SIE required (prior to start) provided that an exemption or grandfathering cannot be applied. Series 7 License required, or ability to obtain within six (6) months. Series 63 (or 66) License required, or ability to obtain within six (6) months.