Financial Services Representative

2 weeks ago


Springfield, Massachusetts, United States Land of Lincoln Credit Union Full time

Position Overview:

The Universal Banker plays a vital role in delivering exceptional service to our members at Land of Lincoln Credit Union. Reporting directly to the Branch Manager or an equivalent position, this non-exempt role encompasses a variety of responsibilities aimed at meeting the diverse needs of our clientele.

Key Responsibilities:

1) Uphold the core values of the credit union in all interactions and activities.

2) Promote and recommend credit union products and services tailored to member needs, utilizing insights gained from member interactions. Stay informed about the credit union's offerings as well as competitive market trends.

3) Facilitate the opening of new accounts and assist members with various applications, including Individual Retirement Accounts and Share Certificates.

4) Process new account information meticulously, including ordering checks, verifying signatures, and mailing welcome letters.

5) Prepare necessary documentation for skip-a-pay options.

6) Assist members with wire transfers and account closures.

7) Address member inquiries, discrepancies, and complaints, ensuring accurate corrections and refunds when required.

8) Ensure the proper processing of loans, maintaining accurate documentation and communication with relevant parties.

9) Analyze consumer loan applications, verifying credit reports and debts.

10) Communicate with members regarding loan statuses and provide explanations for any denials, exploring alternative options when necessary.

11) Support members and Loan Processors in filing claims for debt protection and insurance.

12) Maintain confidentiality and adhere to security protocols in all member transactions.

13) Keep the work area organized and presentable.

14) This job description is intended to provide a general overview of the responsibilities and is not exhaustive. Additional duties may be assigned as needed.

Qualifications:

Required:

- High School Diploma or equivalent.

- At least 6 months of experience in cash handling or teller roles.

- Minimum of one year in a customer service position.

- Flexibility to work during branch hours and at different locations as assigned.

Preferred:

- Familiarity with bookkeeping practices.

- A minimum of one year of experience in cash handling or teller functions.



  • Springfield, Massachusetts, United States Baystate Health Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Patient Service Representative to join our team at Baystate Health. As a Patient Service Representative, you will play a critical role in providing exceptional patient-centered care and administrative support to our patients and staff.Key ResponsibilitiesManage Patient Flow: Greet patients...


  • Springfield, Massachusetts, United States Trinity Health Full time

    Employment Type:Full timeShift:Night ShiftPosition Overview:Join the dedicated Patient Access team at Trinity Health, where you will play a vital role in ensuring seamless patient experiences. As a Patient Access Representative, you will manage pre-registration, registration, and admission processes for our Emergency Department.Key Responsibilities:Conduct...


  • Springfield, Massachusetts, United States Baystate Health Full time

    About the RoleBaystate Health is seeking a highly skilled and detail-oriented Patient Service Representative to join our Women's Health Team in Springfield. As a key member of our team, you will be responsible for providing exceptional patient care and administrative support.Key ResponsibilitiesGreet patients and families, ensuring a warm and welcoming...


  • Springfield, Massachusetts, United States Missouri State University Full time

    Position OverviewThe role of the Student Financial Services Advisor involves providing guidance and support to students and their families regarding various financial assistance programs. This position plays a crucial part in the administration of federal, state, and institutional financial aid initiatives, ensuring that students receive the necessary...


  • Springfield, Massachusetts, United States Domino's Franchise Full time

    Join Our Team as a Customer Service Representative at Domino's Pizza**About Us**Domino's Pizza is a leading fast-food chain with a strong presence in the market. We are committed to providing excellent customer service and a welcoming environment for our customers and employees alike.**Job Summary**We are seeking a highly motivated and customer-focused...


  • Springfield, Massachusetts, United States Center for Human Development (Massachusetts) Full time

    Position Overview:The Financial Analyst plays a crucial role within the Financial Planning and Analysis Department, ensuring the fiscal health of assigned programs and contributing to the overall financial stability of the organization.This role involves close collaboration with program leadership, guiding them through various financial processes such as:...


  • Springfield, Massachusetts, United States Baystate Health Full time

    Overview:The Financial Systems Administrator plays a crucial role in ensuring the integrity of financial reporting applications and their interfaces. Reporting to the Director of Accounts Payable, this position is tasked with overseeing software upgrades, maintaining system modules, and ensuring the security of financial reporting systems. The role involves...


  • Springfield, Massachusetts, United States Missouri State University Full time

    Position OverviewThe role of the Financial Aid Counselor encompasses providing guidance and support to students and their families regarding various financial assistance programs. This position is integral to the administration of federal, state, and institutional financial aid initiatives.Key ResponsibilitiesEvaluate financial aid applications to determine...


  • Springfield, Massachusetts, United States Trinity Health Full time

    We are committed to delivering exceptional care and service to our patients and communities. As a Customer Service Representative at Trinity Health, you will play a vital role in achieving this goal.Our Values:We own our actions and take responsibility for our work.We invest in great people and empower them to make a difference.We care about the well-being...


  • Springfield, Massachusetts, United States Domino's Franchise Full time

    Job OverviewDomino's Franchise is seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, handling customer orders, and ensuring a positive experience for our customers.Key ResponsibilitiesTake customer...


  • Springfield, Massachusetts, United States New England Dermatology & Laser Center Full time

    Job SummaryNew England Dermatology & Laser Center is seeking a highly skilled and experienced Customer Service Representative to join our team.Key ResponsibilitiesProvide exceptional customer service to patients calling our physician practice with high call volume.Support clinical teams by processing calls, scheduling appointments, ensuring chart information...


  • Springfield, Massachusetts, United States GPM Investments LLC Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our retail team as a Customer Service Representative. As a key member of our store team, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and achieving sales goals.Key ResponsibilitiesCustomer Service:...


  • Springfield, Massachusetts, United States Baystate Health Full time

    Job Summary:As a Customer Service Representative II at Baystate Health, you will play a critical role in providing exceptional service to our patients and customers. Under the direction of the MPBS Accounts Receivable Manager and Team Leader of Customer Service, you will be responsible for handling all incoming phone calls to the Physician Billing Customer...


  • West Springfield, Massachusetts, United States Big Y Full time

    Job SummaryAs a Customer Service Representative at Big Y, you will be responsible for providing exceptional customer service and creating a positive shopping experience for our customers. This role requires a strong ability to build relationships with customers, educate them on our products, and maintain a clean and attractive store environment.Key...


  • Springfield, Massachusetts, United States Freedom Credit Union Full time

    Job TypeFull-timeDescriptionPrimary Summary:This role serves as the Member Ambassador for Freedom Credit Union, dedicated to delivering exceptional service and efficiency to members who value in-person interactions.The individual in this position will possess a comprehensive understanding of members' transaction needs and will effectively communicate all...


  • Springfield, Massachusetts, United States Wellfleet Insurance Full time

    About the RoleWellfleet Insurance is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional service to our customers, answering their inquiries, and resolving their issues in a timely and professional manner.Key...


  • Springfield, Massachusetts, United States PS Bank Full time

    Client Support Representative Overview: PS Bank, a reputable financial institution, is currently seeking dedicated individuals to join our dynamic team as Client Support Representatives in our Customer Service Center. We pride ourselves on delivering exceptional service to our valued clients. Key Responsibilities: Address client inquiries by identifying...


  • Springfield, Massachusetts, United States Trinity Health Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Patient Access Representative to join our team at Trinity Health. As a Patient Access Representative, you will play a critical role in ensuring the smooth registration and admission process for our patients.Key ResponsibilitiesVerify patient insurance requirements and obtain necessary...


  • Springfield, Massachusetts, United States Caring Health Center Full time

    About Our OrganizationCaring Health Center is a leading healthcare organization dedicated to providing high-quality services to our community. Our finance department is seeking a highly skilled and detail-oriented Accounting Professional to support our team in processing accounts payable, ensuring accurate financial information, and maintaining financial...


  • Springfield, Massachusetts, United States Land of Lincoln Credit Union Full time

    Position Overview:Reports to the Branch Manager or EquivalentClassification: Non-ExemptCore Responsibilities:The Financial Services Representative (FSR) is dedicated to delivering exceptional member service while engaging in various roles, including transaction processing, lending, and account management. The FSR will ensure precise transaction execution,...