Financial Services Representative

Job SummaryMattson Financial Services is seeking a highly organized and detail-oriented Financial Services Coordinator to join our team. As a key member of our client services team, you will be responsible for providing exceptional support to our advisors and clients.Key Responsibilities:Provide warm and welcoming greetings to clients and prospectsScreen and...

Job Summary:A Financial Services Representative at Flagstar Bank provides high-quality, prompt, and professional financial services to customers. This role involves interacting with clients, providing exceptional service, and assisting with account questions, problems, and complaints.Key Responsibilities:Sales Performance: Support team efforts to achieve...

Job OverviewNew York Life Insurance Company is seeking a motivated and detail-oriented Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for building relationships with clients, understanding their financial goals, and providing tailored advice and solutions.You will have the opportunity to...

Job Title: Member Service RepresentativeJob Summary:We are seeking a highly skilled Member Service Representative to join our team at Harborstone Credit Union. As a trusted financial partner, you will help members achieve financial wellbeing by providing expert guidance and support in managing their everyday banking needs.Key Responsibilities:Recommend and...

Unlock Your Potential with Symmetry Financial Group - Gary UyemuraAre you ready to embark on a career that offers limitless growth opportunities and a chance to build a successful business?At Symmetry Financial Group - Gary Uyemura, we're seeking ambitious individuals to join our team as Customer Service Representatives. As a key member of our team, you'll...

About the Role:The Personal Financial Services Representative is an entry-level position at Gesa Credit Union, responsible for assisting members with various financial services. This role involves establishing new member relationships, opening consumer deposit accounts, and performing account maintenance tasks.Key Responsibilities:Provide exceptional member...

Client Service AssociateStonebridge Financial Partners, LLC is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a key member of our client service team, you will be responsible for ensuring a high level of client satisfaction and delivering exceptional service to our clients.Key Responsibilities:Collaborate with...

Job OverviewWe are seeking a highly skilled Financial Representative to join our dynamic team. As a Financial Representative, you will play a crucial role in providing exceptional service to our members by answering inquiries, resolving concerns, and guiding them through their financial journeys.Key Responsibilities: Handle an average of 200 inbound calls...

Job Summary:The Admission Financial Representative is responsible for scheduling appointments, verifying insurance, and ensuring accurate patient data. They initiate referrals and financially secure accounts.Key Responsibilities: Schedule patient appointments Verify insurance, patient information, and account information Call patients to remind them of...

Financial Records ManagerCreative Financial Staffing is seeking a skilled Financial Records Manager to manage and review the company's financial records.Key Responsibilities:Full-cycle accounts payable processingMatching invoices, data entry, and codingConducting weekly check runsScanning and organizing backlogged documentsInvestigating and resolving...

About the RoleWe are seeking a highly skilled and motivated Account Representative I to join our team at Guidant Financial. As a key member of our organization, you will play a critical role in providing exceptional support to small business owners who utilize our 401(k) plan administration services.Key ResponsibilitiesManage and prioritize a queue of cases,...

Unlock Your Earning PotentialAre you ready to build a successful career in the insurance industry? We're seeking ambitious individuals to join our team at Symmetry Financial Group - Gary Uyemura.As a Customer Success Representative, you'll have the opportunity to work with clients who are genuinely interested in our services, providing them with personalized...

Job Description:PNC is seeking a highly skilled Customer Service Representative to join our Retail Branch team. As a key member of our team, you will be responsible for delivering exceptional customer service, processing customer transactions, and educating customers on banking products and services.Key Responsibilities:Provide exceptional customer service...

Our client, a leading online retailer, is seeking a Senior Accountant to join their team. As a key member of the financial operations team, you will be responsible for leading and managing the month-end close process, ensuring accuracy and timeliness. You will also perform and oversee account reconciliations, handle high volumes of transaction entries, and...

Job SummaryThe Member Services Representative Level 1 is a key role within the Xtend Inc. team, responsible for delivering exceptional customer service to credit union members. This position requires a strong understanding of credit union operations, regulations, and procedures, as well as the ability to navigate complex software systems.Key...

About Mercantile BankMercantile Bank is a leading financial institution dedicated to delivering exceptional banking solutions that empower individuals and businesses to achieve their goals. Our commitment to innovation, inclusivity, and collaboration drives our success and sets us apart in the industry.Job SummaryWe are seeking a highly motivated and...

Job Title: Financial Operations AssistantLocation: OnsitePay: $45,000 - $55,000Schedule: Monday - Friday, full-timeKey Responsibilities:Manage credit collections and credit holdsUtilize software for daily tasksEnsure accuracy in your work and maintain organized recordsCommunicate effectively with internal and external stakeholders when...

Job DescriptionNew York Life West Michigan is seeking a highly motivated and driven Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing financial security and peace of mind to our clients through our insurance, annuity, and investment solutions.Responsibilities:Collect and organize...

Job Title: Float Teller IAt Lake Michigan Credit Union, we're seeking a skilled Float Teller I to join our team. As a Float Teller I, you will be responsible for receiving and processing member transactions, including cash and check processes, deposits, transfers, and loan payments. You will also assist members with account maintenance and changes, and...

Job SummaryMercantile Bank is seeking a skilled and customer-focused Banking Professional to join our team in Grand Rapids, MI. As a key member of our team, you will be responsible for providing exceptional customer experiences and building long-term relationships with our clients.Key ResponsibilitiesProvide personalized banking solutions to meet the unique...