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Financial service management, please see below for further instruction
Finance & Accounting
Pages 7 (1757 words)
Financial Service Management: A Development Plan and Reflective Report By Author: Class: Presented to: University: Date: Part A: Development Plan Since high school I have always wanted to work in a career that involves interacting with people rather than technical jobs where one deals with machines…
As a bank customer service advisor, I will be better positioned to promote financial literacy among individuals to enhance their financial management and investment through quality and informed financial advisory. Normally, banking customer service advisors perform various duties including; one, handling customer complaints by responding to them on a timely basis and to the delight of customers. Two, involves advising customers on the suitability of various financial products that suits their conditions. For example, those leaving college will be best suited for a private pension plan as opposed to proposing the same to retirees. Three, a bank customer service advisor provides feedback to the management to help them in improving their services for customer satisfaction. The job also involves providing desk service roles as front-line service providers to enhance customer satisfaction (Knapp 2009). To adequately perform this function, one needs to have certain skills like good people skills, critical thinking and good problem solving skills. Personal confidence, self management and interpersonal communication skills to present ideas, a good listener and ability to deal with difficult clients also come in handy. ...
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