Financial Services Representative

4 weeks ago

Chicago, United States ALPHA KAPPA ALPHA SORORITY INC Full time
Job DescriptionJob DescriptionDescription:

Alpha Kappa Alpha Sorority, Incorporated, Sponsor Organization, is seeking to fill the position of Financial Representative for the For Members Only Federal Credit Union (FMO). The Financial Services Representative will be responsible for day-to-day operational support to members and customers by providing general financial services information, taking new business applications, and preparing new accounts and business documentation for approval and processing. The Representative will manage the detailed customer experience through the Credit Union’s products and services and will report to the Branch Manager/ Loan Officer.


FMO is a member-owned and operated digital credit financial institution. FMO is committed to providing the highest level of customer-centric affordable access through a digital financial services platform and excellent financial products for improving the economic conditions of the members of the Alpha Kappa Alpha Sorority, Incorporated® their families, and employees.


Alpha Kappa Alpha Sorority, Incorporated is a non-profit international membership organization with more than 320,000 college trained members bound by bonds of sisterhood and empowered by a commitment of servant-leadership. The organization focuses in two key areas: (1) lifelong personal and professional development for each of its members; and (2) galvanizing its membership into an organization of respected power influence constantly at the forefront of effective advocacy and social change that results in equality and equity for all citizens of the world.


Job Summary: The Financial Services Representative will provide day-to-day operational support to members and customers. Manages the detailed customer experience through the Credit Union’s products and services.


General Responsibilities

  • Adheres to and conducts all business aligned with the Core Values of the Sponsoring Organization- Alpha Kappa Alpha’s Corporate Office.
  • Will explain criteria and assist members and customers in opening new accounts.
  • Adds to the Credit Union growth through cross selling Credit Union products and services.
  • Assists in identifying prospects for and acquires new members to achieve monthly goals.
  • Builds strong internal/external relationships through ownership of problem solving and follow through.
  • Ensures adherence to compliance regulations, policies, and procedures.
  • Assists with the conduct of the annual Member Satisfaction Survey to gain member feedback and prepares and communicates response actions.
  • Responsible for monitoring the quality of member accounts and acts to prevent future fraudulent activity.
  • Meets with and addresses members who have a complaint or concern about an occurrence.
  • Assures the maintenance, confidentiality, and security of member files.
  • Ensures all policies followed including cash handling, check hold policy, and compliance.
  • Responsible for Password Management.
  • Maintains awareness and knowledge required to perform the duties of the position including all aspects of the Bank Secrecy Act, Fair Lending, and Information Security.
Requirements:

Work Environment

  • Fast paced and demanding.
  • Oversees multiple operations at one time.
  • Faces deadlines as mandated by regulatory and Credit Union standards.
  • Majority of time will be spent in office; but during meetings and conventions, may work off-site.
  • Initial travel may be required to enroll Credit Union members and customers.
  • Initial start-up work hours may be long with a varying schedule; may be required to work more than 40 hours per week based on demand.

Physical Requirements

  • Extended hours.
  • May require flexible hours to meet customer needs.

Qualifications

  • Bachelor's degree in finance, accounting, business management, preferred or equivalent work experience required.
  • 1- year experience in banking, a credit union, or other related professional fields.
  • Exemplary customer service orientation and skills.
  • Excellent written, verbal communications and interpersonal skills.
  • Must be detail-oriented with excellent organizational skills.
  • Must be able to multi-task, meet tight deadlines, and maintain composure under pressure in a fast-paced environment.
  • Knowledge of general office software, particularly the Microsoft Office Suite and the ability to use financial and registration software.

To Apply: Complete online application and upload a cover letter and resume.

  • Financial Services Representative

    13 hours ago

    Chicago, Illinois, United States Meron Financial Agency Full time

    About Meron Financial AgencyMeron Financial Agency is a leading financial services firm dedicated to empowering individuals and businesses to achieve their financial goals. Our dynamic team of experts is committed to delivering exceptional client experiences and providing unparalleled opportunities for growth and success.Job SummaryWe are seeking a highly...

  • Financial Services Representative

    2 hours ago

    Chicago, Illinois, United States Northwestern Mutual Full time

    Job Description**About the Role**The Associate Financial Representative (AFR) plays a vital role in supporting the financial representative in building their practice and client relationships. This individual serves as a liaison between the network office and home office, as well as the financial representative and clients.Key ResponsibilitiesHandle case...

  • Senior Financial Planning and Analysis

    7 days ago

    Chicago, United States Financial Services Division Full time

    At HCSC, our employees are the cornerstone of our business and the foundation to our success. We empower employees with curated development plans that foster growth and promote rewarding, fulfilling careers. Join HCSC and be part of a purpose-driven company that will invest in your professional development. Position Overview This position in Finance is...

  • Sales Representative

    13 hours ago

    Chicago, Illinois, United States 2srolloffservice Full time

    **About Us**2srolloffservice is a leading provider of investment solutions, focused on delivering attractive returns to accredited investors.**Job Summary**We are seeking a highly motivated Sales Representative to join our team, responsible for introducing our investment products to high net worth investors and other financial professionals.**Key...

  • Financial Representative

    3 months ago

    Chicago, United States Guardian Life Full time

    The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry.As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to...

  • **Bilingual Customer Service Representative**

    3 days ago

    Chicago, Illinois, United States BMO Financial Group Full time

    Job Title: Bilingual Customer Service RepresentativeBMO Financial Group is seeking a highly skilled and motivated Bilingual Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for delivering exceptional service to our customers and prospects.Key Responsibilities:Guide, direct, and coach...

  • Customer Service Representative

    5 days ago

    Chicago, Illinois, United States Greg Jareczek Full time

    About the Role:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with exceptional service and support, and...

  • Customer Service Representative

    4 days ago

    Chicago, Illinois, United States Greg Jareczek Full time

    About the Role:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with exceptional service and support, and...

  • Customer Service Representative

    5 days ago

    Chicago, Illinois, United States Andrea Aslanides - State Farm Agent Full time

    Job Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with exceptional service and support, and helping...

  • Associate Financial Representative

    1 day ago

    Chicago, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionAssociate Financial RepresentativeSecurities Registration Not Required | Non-registered fingerprinted (NRF) personOverall FunctionThe Associate Financial Representative (AFR) specializes in client service and supporting the financial representative as he/she focuses on building his/her practice and client relationships. An AFR...

  • Investment Consultant

    5 hours ago

    Chicago, Illinois, United States Mesirow Financial Full time

    About Mesirow FinancialMesirow Financial is a leading independent, employee-owned financial services firm that has been serving clients for over 80 years. Our firm is headquartered in Chicago and has offices around the world, providing a wide range of financial services to institutional clients.Job SummaryWe are seeking a highly motivated and detail-oriented...

  • Financial Services Representative

    4 weeks ago

    Chicago, United States Fidelity Investments Full time

    Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Sales Representative

    1 month ago

    Chicago, United States augmentjobs Full time

    Job DescriptionJob DescriptionOverview: We are seeking a dynamic and motivated Financial Sales Representative to join our team. As a Financial Sales Representative, you will be responsible for promoting and selling a range of financial products and services to clients. Your primary goal will be to assist clients in achieving their financial goals through...

  • Customer Service Representative

    3 days ago

    Chicago, Illinois, United States Discover Financial Services Full time

    Join Discover Financial Services: A Path to Success. At Discover, we empower our employees to make a meaningful impact from the very first day. Our workplace culture is grounded in three essential principles: We Play to Win, We Get Better Every Day, and We Succeed Together. We genuinely want you to thrive and contribute to our mission as a leading digital...

  • Customer Service Representative

    4 days ago

    Chicago, Illinois, United States Discover Financial Services Full time

    Discover a Brighter Future with UsAt Discover Financial Services, we believe in meaningful work from the very first day. Our collaborative culture is founded on three core principles: We Play to Win, We Get Better Every Day, and We Succeed Together.We are committed to your growth and want you to make a significant impact at one of the leading digital banking...

  • Financial Services Representative

    2 hours ago

    Chicago, Illinois, United States Evangelical Lutheran Church in America Full time

    About the PositionThe Evangelical Lutheran Church in America is seeking a highly skilled and detail-oriented Account Processor to join our team. As an Account Processor, you will be responsible for providing exceptional customer service to our members and investors, while ensuring the accuracy and efficiency of our financial operations.Key...

  • Financial Services Representative

    3 months ago

    Chicago, United States Interactive Brokers Full time

    Job DescriptionJob DescriptionJob SummaryWe are seeking several professional individuals to join our Client Services Department. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements.The successful candidates...

  • Financial Services Representative

    1 week ago

    Chicago, Illinois, United States IRA Club, LLC Full time

    Job OverviewPosition: Financial Services AssociateSchedule: Monday - Friday, 8:00 AM - 4:00 PMLocation: Chicago LoopReporting Structure: This role reports directly to the Treasurer of the organization and plays a crucial part in efficiently addressing client inquiries.About YouPreferred educational background in Accounting, Finance, or a related...

  • Data Sales Representative

    5 hours ago

    Chicago, Illinois, United States SpiderRock - Platform Services Full time

    About the RoleWe are seeking a highly motivated and experienced Sales Representative to join our team at SpiderRock - Platform Services. As a key member of our sales team, you will be responsible for driving sales growth and expanding our customer base in the financial markets.Key ResponsibilitiesGrow sales for our financial data solutions, including raw...

  • College Financial Representative Internship

    3 months ago

    Chicago, United States Northwestern Mutual - Greater Chicago Full time

    Job DescriptionJob DescriptionCollege Financial Representatives in the internship program at Northwestern Mutual- Skokie, IL, West Loop, IL, Elgin, IL, Aurora, IL, Vernon Hills, IL, Lombard, IL are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives,...