Financial Services Representative

As a Financial Services Representative at Nationwide Financial, your primary responsibilities will include processing business requests in accordance with government regulations, maintaining an in-depth knowledge of our products and services, providing exceptional customer service, and continuously improving workflows through lean methodologies. You'll also consult on contractual provisions and direct inquiries to the appropriate registered representatives, ensuring that our clients receive timely and accurate assistance.

To excel as a Financial Services Representative at Nationwide Financial, candidates typically require a high school diploma, with undergraduate coursework being desirable. Experience in customer service, particularly in financial products, is preferred. Additionally, obtaining the FINRA Series 6 license may be necessary based on the specific product lines you will work with. Strong communication and analytical skills are also essential for this role.

Nationwide Financial is committed to your personal and professional development. As a Financial Services Representative, you will gain hands-on experience within the financial services industry, which can lead to advancement opportunities within the company. Engaging in technical coursework and obtaining additional licenses can further enhance your career prospects, paving the way for roles with greater responsibility and specialization.

At Nationwide Financial, delivering extraordinary customer care is ingrained in our culture. Financial Services Representatives are trained to understand our product lines comprehensively, which enables them to meet customer needs accurately. By adhering to high standards of conduct and employing effective communication skills, you will contribute significantly to providing quality service, which is a cornerstone of our mission.

While the primary locations for the Financial Services Representative role are in Columbus, Ohio, and Scottsdale, Arizona, there may be opportunities for remote work if you possess critical experience and industry skills. Internal candidates already working remotely could be considered for this position, depending on their qualifications and the team's needs.

When discussing your customer service experience in the financial industry, focus on specific instances where you resolved client issues or provided valuable guidance. Highlight your ability to understand customer needs and how you ensured compliance with regulations while delivering exceptional service.

In answering this question, emphasize your organizational skills and ability to assess the urgency of inquiries. Discuss your methods for prioritizing tasks, such as utilizing customer management systems or creating lists, to ensure that you meet service level agreements while providing timely responses.

To handle a dissatisfied customer effectively, acknowledge their concerns first and express empathy. Explain that you will investigate the issue and provide a resolution. Highlight your problem-solving skills and your commitment to following up to ensure their issue is fully resolved.

The most important quality for a Financial Services Representative is strong interpersonal communication skills. Being able to listen actively, understand customer concerns, and convey information clearly ensures that you build trust and rapport with clients, which is essential for success in this role.

Staying updated with regulations is crucial. Explain your methods for tracking changes, such as participating in training programs, subscribing to industry newsletters, or attending webinars. Emphasize your commitment to continuous learning and adherence to compliance standards.

Share a specific example where you addressed a complex issue. Outline the steps you took to gather information, collaborate with various departments, or use analytical skills to come up with a resolution, highlighting your problem-solving abilities and customer-centric approach.

Discuss how you welcome feedback from peers and supervisors, and explain how you apply it to improve your performance. Share examples of adjustments you've made in response to feedback, demonstrating your growth mindset and dedication to providing excellent customer service.

Illustrate your familiarity with company policies and operational processes, discussing strategies like regularly reviewing procedures, engaging in team meetings, and utilizing checklist systems to ensure you consistently adhere to compliance requirements in your daily tasks.

When answering this question, express your admiration for Nationwide Financial's commitment to client care, community involvement, and the inclusive culture it fosters. Connect your personal values to the company’s mission, demonstrating how excited you are about contributing to its success.

Teamwork is pivotal in providing excellent customer service. Share how collaborating with colleagues enhances the customer experience, facilitates problem-solving, and promotes knowledge-sharing. Highlight specific examples where your teamwork contributed to a successful outcome for both the team and the client.