Financial Services Representative
3 weeks ago
We are seeking a highly skilled and motivated individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service and sales support to our members.
Key Responsibilities
- Provide quality member service by working with members to process transactional needs.
- Use cross-selling techniques to uncover the needs of members and refer or sell financial products and services that are best suited for each member.
- Establish and maintain a positive rapport with members, leading to loyal relationships.
- Listen and respond to members' requests, providing valuable information about the features and benefits of our products and services.
Requirements
- Accounting and financial services experience preferred.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet sales targets.
- Knowledge of financial products and services.
What We Offer
- A competitive salary and benefits package.
- Opportunities for career advancement and professional growth.
- A dynamic and supportive work environment.
- Recognition and rewards for outstanding performance.
Equal Opportunity Employer
The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.
-
Financial Services Representative
1 day ago
Amherst, Massachusetts, United States Citizens Financial Group, Inc. Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Citizens Financial Group, Inc.Key ResponsibilitiesGreet customers in our lobbies and provide exceptional service to meet their financial needs.Demonstrate how to use our mobile app and ATMs to complete simple transactions.Create...
-
Financial Services Representative
3 weeks ago
East Amherst, United States Summit Federal Credit Union Full timeJob OverviewWe are seeking a highly skilled and motivated individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our members.Key Responsibilities:Provide quality member service by working with members to process transactional needs.Use...
-
Financial Services Representative
3 weeks ago
East Amherst, United States Summit Federal Credit Union Full timeJob OverviewWe are seeking a highly skilled and motivated individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service and sales support to our members.Key ResponsibilitiesProvide quality member service by working with members to process transactional...
-
Financial Services Representative
3 weeks ago
East Amherst, United States Summit Federal Credit Union Full timeJob OverviewWe are seeking a highly skilled and motivated individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our members.Key Responsibilities:Provide quality member service by working with members to process transactional needs.Use...
-
Financial Services Professional
2 weeks ago
Amherst, Massachusetts, United States Livictus Financial Services Full timeAbout Livictus Financial ServicesLivictus Financial Services is a dynamic and growth-oriented financial services firm seeking an experienced Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build and manage your own practice, leveraging our resources and expertise to deliver exceptional client service and drive...
-
Financial Advisor
4 weeks ago
Amherst, United States Livictus Financial Services Full timeLivictus Financial Services has a new and exciting opportunity for an established Financial Advisor. If you are looking to grow your practice to the next level, we have the values, culture and resources to help you achieve your professional goals. We welcome a diverse pool of applicants and urge you to apply to learn more about what we have to offer and to...
-
Financial Advisor
5 months ago
Amherst, United States Livictus Financial Services Full timeLivictus Financial Services has a new and exciting opportunity for an established Financial Advisor. If you are looking to grow your practice to the next level, we have the values, culture and resources to help you achieve your professional goals. We welcome a diverse pool of applicants and urge you to apply to learn more about what we have to offer and to...
-
Financial Services Representative
3 weeks ago
East Liverpool, Ohio, United States Renee Knepper - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Renee Knepper - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products that manage everyday risks to our customers.ResponsibilitiesUtilize a customer-focused, needs-based...
-
Financial Services Representative
3 weeks ago
East Liverpool, Ohio, United States Renee Knepper - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Renee Knepper - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products that manage everyday risks to our customers.ResponsibilitiesUtilize a customer-focused, needs-based...
-
Financial Services Representative
4 weeks ago
East Stroudsburg, Pennsylvania, United States Kevin Kendall - State Farm Agent Full timeJob OverviewWe are seeking a highly skilled Financial Services Representative to join our team at Kevin Kendall - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products that help our customers manage everyday risks.Key ResponsibilitiesProvide expert financial planning and investment advice to...
-
Financial Services Representative
4 weeks ago
East Peoria, Illinois, United States BankTalent HQ Full timeJob SummaryWe are seeking a highly skilled Financial Services Representative to join our team at BankTalent HQ. As a key member of our team, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesIdentify Customer Needs: Utilize your strong sales and customer service skills to identify...
-
Financial Services Representative
1 month ago
East Chicago, Indiana, United States IvyTech Full timeJob SummaryWe are seeking a highly organized and detail-oriented individual to join our Bursar Office team as a Financial Services Representative. In this role, you will provide exceptional customer service to students, faculty, and staff, while performing various financial transactions and administrative tasks.Key ResponsibilitiesServe as the primary point...
-
Sales and Service Representative
33 minutes ago
East Greenville, Pennsylvania, United States Univest Financial Corporation Full timeOverviewUnivest Financial Corporation, a leading financial institution with approximately $7.9 billion in assets and $5.0 billion in assets under management, is seeking a highly motivated Sales and Service Representative to join its East Greenville team.ResponsibilitiesDevelop and maintain personal banking relationships with new and existing customersProvide...
-
Customer Service Representative
1 month ago
Amherst, Massachusetts, United States Citizens Financial Group, Inc. Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Citizens Teller. As a key member of our branch team, you will play a vital role in delivering exceptional customer service and helping our customers achieve their financial goals.Key ResponsibilitiesGreet customers in our lobbies and provide personalized...
-
Financial Services Representative
4 weeks ago
East Canton, OH , USA, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial...
-
Financial Services Representative
19 hours ago
East Canton, OH , USA, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial...
-
Financial Services Representative
1 day ago
East Canton, OH , USA, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the middle-income client needs for risk protection, financial security, and wealth creation.Responsibilities:Identify and develop...
-
Financial Services Representative
3 weeks ago
East Lansing, United States MSU Federal Credit Union Full timeAbout the RoleThis is an exciting opportunity to join MSU Federal Credit Union as a Financial Services Representative. As a key member of our team, you will play a vital role in providing exceptional service to our members, helping them achieve their financial goals, and promoting the Credit Union's products and services.Key ResponsibilitiesAssist members in...
-
Sales and Service Representative
1 month ago
East Greenville, Pennsylvania, United States Univest Financial Corporation Full timeAbout the RoleUnivest Financial Corporation is seeking a highly motivated and customer-focused Sales and Service Representative to join our East Greenville Team. As a key member of our team, you will be responsible for developing and maintaining personal banking relationships with new and existing customers, providing quality customer service, and guiding...
-
Consumer Loan Sales Specialist
1 day ago
East Amherst, United States OneMain Financial Full timeJob Title: Consumer Loan Sales SpecialistAt OneMain Financial, we're committed to empowering customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals.Key Responsibilities:Deliver results related to individual...