Financial Services Representative
1 week ago
The Relationship Banker is a key member of our team at Bankers Trust, responsible for delivering exceptional customer service to our clients. This role involves engaging with customers to understand their banking needs and preferences, and providing tailored solutions to meet their requirements.
Key Responsibilities- Build and maintain strong relationships with clients to understand their financial goals and objectives
- Provide personalized banking services to clients, including account opening and maintenance
- Assist clients in making informed financial decisions through expert advice and guidance
- Collaborate with internal teams to ensure seamless delivery of banking services
To succeed in this role, you will need excellent communication and interpersonal skills, as well as a strong understanding of banking products and services. You will also need to be able to work effectively in a team environment and adapt to changing priorities.
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Claims Service Representative
4 days ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeClaims Service RepresentativeWe are seeking a highly skilled Claims Service Representative to join our team at Farm Bureau Financial Services. As a Claims Service Representative, you will be responsible for reviewing, investigating, and evaluating assigned claims involving multi-line insurance coverage. Your strong analytical and problem-solving skills will...
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Financial Services Representative
4 weeks ago
Des Moines, Iowa, United States Ia Icul Full time**Job Summary:**We are seeking a highly skilled and motivated Financial Services Representative to join our team at Ia Icul. As a Financial Services Representative, you will be responsible for delivering exceptional member experiences by serving as a trusted financial partner to our members and their families.**Key Responsibilities:**Perform routine member...
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Financial Services Representative
1 week ago
Des Moines, Iowa, United States New York Life Des Moines GO Full timeUnlock Your Potential as a Financial AdvisorAt New York Life Des Moines GO, we're seeking a talented and ambitious individual to join our team as an Entry-Level Financial Advisor. As a Financial Advisor, you'll play a vital role in helping clients achieve their financial goals and secure their future.As a representative of our company, you'll have the...
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Financial Services Representative
2 weeks ago
Des Moines, Iowa, United States Ia Icul Full timeJob Title: Member Service RepresentativeAt Ia Icul, we are seeking a highly skilled and dedicated Member Service Representative to join our team. As a key member of our staff, you will be responsible for delivering exceptional member experiences by serving as a trusted financial partner to our members and their families.Key Responsibilities:Perform routine...
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Financial Services Sales Support Manager
6 hours ago
West Des Moines, Iowa, United States Farm Bureau Financial Services Full timeFinancial Services Sales Support ManagerAre you a customer service and financial services professional looking to take your career to the next level? We may have the opportunity for you at Farm Bureau Financial Services.About Us:Farm Bureau Financial Services is a leading provider of financial services, protecting the livelihoods and futures of our...
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Member Service Representative
1 month ago
Des Moines, Iowa, United States Iowa Credit Full timeJob SummaryWe are seeking a highly skilled Member Service Representative to join our team at Iowa Credit. As a key member of our financial services team, you will be responsible for delivering exceptional member experiences by providing trusted financial guidance and support.Key ResponsibilitiesProcess member transactions, including deposits, withdrawals,...
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Financial Services Specialist
3 weeks ago
Des Moines, Iowa, United States The Principal Financial Group Full timeFinancial Counselor I RoleWe are seeking a skilled Financial Counselor I to serve as our primary customer service contact, providing exceptional value and service to our clients. In this role, you will develop effective financial solutions, enhance customer experience, and collaborate with our team to drive business growth.Key Responsibilities:Provide...
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Financial Sales Representative
1 week ago
Des Moines, Iowa, United States Mutual of Omaha Full timeFinancial Representative TraineeAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Program OverviewThis dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a...
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Financial Services Professional
4 weeks ago
Des Moines, Iowa, United States Vision Financial Group, LLC Full timeJob SummaryVision Financial Group, LLC, a dynamic and holistic financial advisory firm, is seeking a fully licensed Financial Advisor to join our team of financial professionals. The successful candidate will be congenial, organized, and will exhibit a keen interest in finance-related topics with the desire to help clients work toward their goals.Key...
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Financial Services Professional
1 week ago
Des Moines, Iowa, United States Vision Financial Group LLC Full timeJob OpportunityVision Financial Group LLC is seeking a highly skilled Financial Advisor to join our team of professionals. As a key member of our organization, you will play a crucial role in helping clients achieve their financial goals.Key Responsibilities:Meet with clients to understand their financial objectives, risk tolerance, income, expenses, and...
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Financial Services Professional
1 month ago
Des Moines, Iowa, United States Vision Financial Group LLC Full timeJob OverviewVision Financial Group LLC, a dynamic and holistic financial advisory firm, is seeking a fully licensed Financial Advisor to join our team of financial professionals. The successful candidate will be congenial, organized, and will exhibit a keen interest in finance-related topics with the desire to help clients work toward their goals.Key...
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Financial Representative Trainee
2 weeks ago
Des Moines, Iowa, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferHourly Wage: $16/hour for up to 30 days, with potential for promotion to a...
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Customer Service Representative
1 week ago
West Des Moines, Iowa, United States Watercress Financial Group LLC Full timeJob Title: Customer Service RepresentativeWe are seeking a skilled Customer Service Representative to join our team at Watercress Financial Group LLC. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, handling high volumes of incoming customer calls, and addressing all account-related...
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Customer Service Representative
2 weeks ago
Des Moines, Iowa, United States Global Atlantic Financial Group Full timeAbout the RoleWe are seeking a highly skilled Customer Service Representative to join our Global Atlantic Operations team in Batesville, IN. As a key member of our team, you will be responsible for providing exceptional customer service to our preneed and annuity customers, internal and external, through phone calls, post-call activities, and completion of...
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Financial Services Representative
2 weeks ago
Des Moines, Iowa, United States New York Life Des Moines GO Full timeUnlock Your Potential as a Financial AdvisorAt New York Life Des Moines GO, we're seeking a talented and ambitious individual to join our team as an Entry-Level Financial Advisor. As a Financial Advisor, you'll play a vital role in helping clients achieve their financial goals and secure their future.Key Responsibilities:Develop and maintain strong...
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Financial Services Representative
3 weeks ago
Des Moines, Iowa, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...
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Financial Representative Trainee
2 weeks ago
Des Moines, Iowa, United States Mutual of Omaha Full timeFinancial Representative Trainee OpportunityWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.Key Responsibilities:Participate in a comprehensive...
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Financial Representative Trainee
2 weeks ago
Des Moines, Iowa, United States Mutual of Omaha Full timeFinancial Representative Trainee OpportunityWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.Key Responsibilities:Participate in a comprehensive...
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Customer Service Representative
2 weeks ago
West Des Moines, Iowa, United States Watercress Financial Group LLC Full timeJob SummaryWe are seeking a skilled Customer Service Representative to provide exceptional support to our customers. The ideal candidate will possess strong communication skills, a solid understanding of financial products and services, and the ability to work in a fast-paced call center environment.ResponsibilitiesProvide account-level information to...
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Financial Representative Trainee
2 weeks ago
Des Moines, Iowa, United States Mutual of Omaha Full timeFinancial Representative Trainee OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferCompetitive hourly wage with opportunities for advancementComprehensive training program...