1. Employment Profile: What exactly does a Financial Service Specialist do? |
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 What field is your job in?
Consumer Financial Services
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What is your job title?
Financial Service Specialist
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Please provide a brief description of the firm or organization that you currently work for
(size and general description of what type of organization it is)
The organization I work for is large, with 10,000+ locations in the South East United States. It offers financial products and service to businesses and consumers.
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How long have you been employed in this position?
2 years
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How many hours do you work a week on average?
40 hours
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Please provide a BRIEF description of your duties and responsibilities. (job description)
I work as a customer service representative- I assist with customer questions, problems, opening new accounts and completing applications for loans.
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What was your gross income last year? Please include any bonuses or incentives received.
23000.00
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What is your expected gross income for this year? Please include any bonuses or incentives you expect to receive.
24000.00
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Please
list any benefits you have (Please include number of weeks vacation,
sick leave and type of health insurance, retirement plan 401k)
10 days vacation, 11 sick days, Blue Cross Blue Shield health insurance, matched 401k
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Do you feel you are under/well/over compensated at your current position?
Well compensated
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2. Work environment! |
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Does
your job entail you working with others on a daily basis? Is this
something you like/dislike about your job? Explain
Yes, I work with co-workers and customers. I like working with others, but dislike dealing with angry customers and complaints.
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Do you work collaboratively with supervisors/managers?
Yes
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Do you work collaboratively with your co-workers?
Yes
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Describe
your work location (e.g., office, home, theatre, in the field) and what
you like/dislike about working in it
I work in a small office. I enjoy being close to my co-workers and getting to know them. I dislike the lack of privacy.
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Please rank in order of importance from 1-8 (1- most important 8- least important) Assign each number once.
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6 Income
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4 Work Environment - co-workers
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5 Work Environment - supervisors
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2 Benefits
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1 Hours
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7 Level of responsibility
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3 The actual "work" you do at your job
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8 Job Title
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3. How should someone new to the workforce get a J-O-B like yours? |
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If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?
Prepare a resume focused about customer service and sales experiences.
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What
skills do you think a person should have if they want to pursue a
position like yours? Please be specific and explain why (e.g., social
skills, organization skills, technical skills)
I would recommend having excellant communication and people skills. Also, sales experience is helpful and essential to this job.
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Do you feel that you need a certain level of education or training to be successful in your job?
Yes, College.
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What advice would you give to someone who was about to start work in your position/ line of work?
Customer service is more important than sales.
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