Financial Services Representative
4 weeks ago
Job Summary
As a Financial Services Representative at Alaska USA, you will play a critical role in delivering exceptional member experiences through a consultative and personalized approach. You will be responsible for accurately performing transactions and member service activities while identifying opportunities to make financial product and service recommendations that meet member needs.
Key Responsibilities
- Engage with existing and prospective members to create a positive experience that aligns with the organization's values and culture.
- Ensure all members receive prompt, professional, and courteous service during each interaction.
- Deepen member relationships through expert knowledge of credit union products and services.
- Use a consultative approach to develop solutions that improve member financial well-being.
- Ensure accuracy and completion of all transactions and member service requests.
- Efficiently onboard members in the system and complete outbound call programs.
- Support the Member Service Center with incoming calls and remain flexible to changes.
- Build meaningful relationships by participating in branch promotions and community events.
- Work effectively in a team environment across all organizational levels.
Requirements
- High school graduate or equivalent.
- Passion for helping people and drive to build relationships that assist members meet financial goals.
- Good communication and human relation skills.
- Ability to effectively ask open-ended questions, problem solve, and provide solutions.
- Must be able to lift 25 pounds.
Compensation
- Financial Services Representative I (Category 15): $38,412 - $55,312 annually.
- Financial Services Representative II (Category 14): $41,484 - $60,567 annually.
- Senior Financial Services Representative (Category 13): $44,803 - $66,309 annually.
Benefits
- Short-term and long-term incentives.
- Comprehensive medical, dental, and vision insurance plan with HSA and FSA options.
- 401(k) plan with a 5% match.
- Employee Assistance Program (EAP).
- Life and disability coverage.
- Voluntary cash benefits for accident, hospitalization, and critical illness.
- Tuition Reimbursement.
- Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, and Paid Holidays.
-
Financial Services Professional
4 weeks ago
Mount Vernon, New York, United States LPL Financial Full timeFinancial Services Professional OpportunityLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Banner Bank in Mt. Vernon, WA would allow you to join the Investment Program at Banner Bank as a Financial Advisor associated with LPL Financial.The Investment Program at Banner Bank...
-
Career Opportunities as a Financial Advisor
2 days ago
Mount Vernon, New York, United States LPL Financial Full timeFinancial Advisor RoleLPL Financial partners with banks to offer a comprehensive range of financial services to bank clients. This employment opportunity at Banner Bank in WA would allow you to join the Investment Program at Banner Bank as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL...
-
Customer Service Representative
4 weeks ago
Mount Vernon, New York, United States Circle K Full timeCustomer Service Representative Job SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Circle K. As a Customer Service Representative, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized store environment.Key...
-
Relationship Representative I
4 weeks ago
Mount Vernon, New York, United States Centra Corporation Full time{"title": "Relationship Representative I", "description": "Centra Credit Union: A Career of Meaningful ImpactCentra Credit Union is a leading financial institution in Indiana, offering a unique opportunity for professionals to make a meaningful impact in the lives of our members and communities.As a Relationship Representative I, you will be responsible for...
-
Customer Service Representative
4 weeks ago
Mount Vernon, New York, United States Suburban Subaru Full timeJob OverviewSuburban Subaru is seeking a motivated and customer-focused individual to join our Express Service team as a Customer Service Representative.Key Responsibilities:Provide exceptional customer service and ensure a positive experience for all customers.Recommend service and maintenance based on preventative measures and safety guidelines.Collaborate...
-
Customer Service Representative
4 weeks ago
Mount Vernon, New York, United States TJX Companies, Inc. Full timeExperience the Thrill of the FindAt TJX Companies, Inc., we're passionate about providing an exceptional shopping experience for our customers. As a Customer Service Representative, you'll play a key role in delivering this experience by helping customers find the perfect products and resolving any issues that may arise.About the RoleProvide exceptional...
-
Relationship Representative I
4 weeks ago
Mount Vernon, New York, United States Centra Corporation Full timeRelationship Representative ICentra Credit Union is seeking a motivated professional to join our team as a full-time Relationship Representative I at our location in North Vernon, IN.Key Responsibilities:Engage with Members during account transactions, educating and advising on Credit Union products and services.Perform Member account maintenance, telephonic...
-
Customer Service Representative
4 weeks ago
Mount Vernon, New York, United States Yost & Campbell Heating Cooling and Gene Full timeJob OverviewAs a key member of our Service Department, the Customer Service Representative will play a vital role in ensuring the smooth operation of our daily schedules. This individual will be responsible for coordinating schedules, monitoring employee productivity, and enforcing compliance with company policies and procedures.Key Responsibilities:Model...
-
Insurance Sales Representative
4 weeks ago
Mount Vernon, New York, United States Texas Farm Bureau Full timeJob OpportunityWe are seeking high-achieving individuals with a positive and professional attitude to join our team as Insurance Sales Representatives. This role requires excellent communication skills, self-discipline, and a strong work ethic. As an Insurance Sales Representative, you will be responsible for selling Life Insurance and Property/Casualty...
-
Customer Service Representative
4 weeks ago
Mount Vernon, New York, United States Revolution Full timeAbout the RoleWe are seeking a highly skilled Customer Service Representative to join our team at Revolution in Vernon, CA. As a Customer Service Representative, you will be responsible for providing exceptional customer service to existing customers, including national restaurant, grocery, and retail chains, as well as food service and retail packaging...
-
Imperial Gateway Customer Service Representative
3 weeks ago
Mount Vernon, New York, United States Wells Fargo Full timeAbout this role:We are seeking a skilled Teller to join our Consumer, Small & Business Banking division as part of our National Branch Network. As a Teller, you will play a vital role in providing exceptional customer service and financial solutions to our clients.Key Responsibilities:Support customer engagement by processing transactions, sharing digital...
-
Bet Teller
3 weeks ago
Mount Vernon, New York, United States Vernon Downs Full timeJob Summary:Vernon Downs is seeking a skilled Bet Teller to provide exceptional customer service while selling and cashing pari-mutuel tickets to guests. As a key member of our gaming floor team, you will be responsible for ensuring a fun and entertaining experience for internal and external guests.Key Responsibilities:Provide excellent guest service to both...
-
Financial Services Operations Specialist
3 weeks ago
Mount Laurel, New Jersey, United States Fulton Financial Corporation Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Financial Services Operations Specialist to join our team at Fulton Financial Corporation. This role will provide operational support to our Financial Advisors and their clients, ensuring seamless day-to-day operations and exceptional customer service.Key ResponsibilitiesProvide administrative...
-
Financial Advisor Trainee
4 weeks ago
Mount Vernon, New York, United States Robert W. Baird & Co. Full timeFinancial Advisor Trainee OpportunityBaird is seeking talented individuals to join our Financial Advisor Training Program (FATP), a 5-month long training program designed to prepare Financial Advisor Trainees for a successful career in wealth management.The program provides intensive preparation and ongoing support, focusing on four key areas of...
-
Customer Service and Sales Support Professional
4 weeks ago
Mount Vernon, New York, United States Rustman Agency Full timeUnlock Your Potential in Financial ServicesWe are seeking passionate individuals to join our dynamic insurance team at Rustman Agency. As a Customer Service and Sales Support Representative, you will play a crucial role in providing top-notch coverage and exceptional service to our clients.Key Responsibilities:Provide life insurance information and quotes to...
-
Financial Operations Assistant
4 weeks ago
Mount Vernon, New York, United States Vets Hired Full timeFiscal Assistant Job DescriptionWe are seeking a highly organized and detail-oriented Fiscal Assistant to join our team at Vets Hired. As a key member of our Business Office, you will play a critical role in handling payments, providing exceptional customer service, and supporting our daily operations.Key Responsibilities:Process payments made through SIS...
-
Financial Operations Assistant
3 weeks ago
Mount Kisco, New York, United States Creative Financial Staffing Full timeAccounting Clerk Role OverviewAs a key member of our client's finance team, the Accounting Clerk will be responsible for processing accounts payable transactions accurately and in a timely manner. This includes maintaining financial records, reconciling discrepancies, and resolving accounting issues with attention to detail. The ideal candidate will have a...
-
Bank Teller
3 weeks ago
Mount Vernon, New York, United States Park National Full timeJob SummaryAs a Bank Teller at Park National, you will be responsible for providing exceptional customer service to our clients. This role requires a strong ability to work in a fast-paced environment, handle cash transactions accurately, and maintain a professional demeanor at all times.Responsibilities Serve customers, prospective customers, and bank...
-
Customer Service Representative
4 weeks ago
Mount Vernon, New York, United States Golden West Food Group Full timeJob SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Golden West Food Group. As a key member of our sales and customer service team, you will be responsible for providing exceptional support to our customers, ensuring their needs are met and exceeded.Key ResponsibilitiesAssist customers with product and sales-related...
-
Client Sales Representative
3 weeks ago
Mount Vernon, New York, United States LEAN ON ME HOME CARE INC Full timeJob Title: Client Sales RepresentativeAbout Us:Lean On Me Home Care, Inc. is a leading provider of compassionate and high-quality home care services, dedicated to enhancing the lives of our clients. We are committed to delivering exceptional care and maintaining the highest standards of client satisfaction.Job Summary:We are seeking a dynamic and motivated...