Financial Services Representative

1 week ago


Worcester, Massachusetts, United States Fidelity Co-Operative Bank Full time
Job Description

Our team at Fidelity Co-Operative Bank is seeking a highly skilled and motivated individual to fill the role of Personal Banker. As a Personal Banker, you will play a key role in delivering outstanding customer service and building strong relationships with our valued clients.

Key Responsibilities:

  • Provide exceptional customer service in a positive, courteous, and enthusiastic manner to all employees, clients, and the community.
  • Contribute to the branch's success by being a team player and supporting the goals of the branch with proactive activities.
  • Achieve individual sales/referral goals by consistently expanding the client relationship through quality conversations.
  • Utilize the client's relationship profile to uncover additional needs and offer referrals for additional products/services.
  • Open new consumer and business accounts, including IRAs, following our sales process, and effectively cross-sell bank products and services.
  • Accept and underwrite consumer loans within scope of authority.
  • Process all teller transactions efficiently and in accordance with standard operating procedures and bank policies.
  • Promote mortgage, consumer, and commercial loan activities.
  • Balance teller drawer daily and adhere to our Teller Accuracy Standards Policy.
  • Ensure confidentiality of customer information and the security of the branch, following all security policies and procedures.
  • Maintain a broad knowledge of all bank products and services.
  • Conduct outbound phone calls to clients to deepen relationships.

Requirements:

  • High School Diploma and one year customer service or related experience.
  • Ability to perform each essential responsibility satisfactorily.


  • Worcester, Massachusetts, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Earning PotentialAre you ready to build a career that offers unlimited earning potential and a sense of fulfillment?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 have the opportunity to work with clients who are genuinely...


  • Worcester, Massachusetts, United States Karlo Financial Full time

    About the RoleWe are seeking a highly motivated and results-driven Life Insurance Sales Representative to join our team at Karlo Financial. As a remote sales representative, you will have the opportunity to work with clients across the United States, helping them make informed decisions about their financial future.Key ResponsibilitiesConnect with potential...

  • Sales Representative

    2 weeks ago


    Worcester, Massachusetts, United States Lumina Financial Solutions Full time

    Job DescriptionLumina Financial Solutions is seeking a highly motivated and entrepreneurial individual to join our team as a Sales Representative. As a Sales Representative, you will be responsible for selling insurance products to clients and building a successful career in the insurance industry.We offer a 100% commission-based structure, with the...


  • Worcester, Massachusetts, United States Raymond James Financial Services Full time

    Job Title: Client Service AssociateAt Raymond James Financial Services, we are seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional support to our Financial Advisors and their clients.Key Responsibilities:Provide high-quality...


  • Worcester, Massachusetts, United States U Mass Memorial Health Full time

    Job SummaryWe are seeking a highly skilled Ambulatory Service Representative to join our team at UMass Memorial Health. As a key member of our Ambulatory Float Pool, you will play a vital role in ensuring the smooth operation of our outpatient services.Key ResponsibilitiesProvide exceptional patient care and support, including greeting visitors and patients,...


  • Worcester, Massachusetts, United States U Mass Memorial Health Full time

    Job SummaryWe are seeking a highly skilled Ambulatory Service Representative to join our team at UMass Memorial Health. As a key member of our healthcare team, you will be responsible for providing exceptional patient care and support services.Key ResponsibilitiesGreets patients and visitors, confirming appointments and procedures.Verifies patient...


  • Worcester, Massachusetts, United States U Mass Memorial Health Full time

    Job SummaryWe are seeking a highly skilled Ambulatory Services Representative to join our team at UMass Memorial Health. As a key member of our Urology department, you will play a vital role in ensuring the smooth operation of our ambulatory services.Key ResponsibilitiesGreet and assist patients and visitors in a professional and courteous manner.Verify...


  • Worcester, Massachusetts, United States U Mass Memorial Health Full time

    Job SummaryWe are seeking a highly skilled and compassionate Ambulatory Services Representative to join our team at UMass Memorial Health. This role is responsible for providing exceptional patient care and support in our adult urology department.Key ResponsibilitiesGreet and welcome patients and visitors, ensuring a positive and respectful experience.Verify...


  • Worcester, Massachusetts, United States U Mass Memorial Health Full time

    Job SummaryWe are seeking a highly skilled Ambulatory Service Representative to join our team at UMass Memorial Health. As a key member of our healthcare team, you will play a vital role in ensuring the smooth operation of our lung and allergy services.Key ResponsibilitiesGreet patients and visitors, confirming appointments and procedures.Verify patient...


  • Worcester, Massachusetts, United States U Mass Memorial Health Full time

    Job SummaryWe are seeking a highly skilled and compassionate Ambulatory Services Representative to join our team at UMass Memorial Health. As a key member of our Urology department, you will play a vital role in ensuring the smooth operation of our ambulatory services.Key ResponsibilitiesGreet and assist patients and visitors with scheduled and urgent care...


  • Worcester, Massachusetts, United States U Mass Memorial Health Full time

    Job SummaryWe are seeking a highly skilled and compassionate Ambulatory Service Representative to join our team at UMass Memorial Health. As a key member of our healthcare team, you will play a vital role in providing exceptional patient care and support to our patients and families.Key ResponsibilitiesGreets visitors and patients for scheduled and urgent...


  • Worcester, Massachusetts, United States U Mass Memorial Health Full time

    Job Summary:We are seeking a highly skilled Ambulatory Services Representative to join our team at UMass Memorial Health. As a key member of our Spine Center, you will play a vital role in ensuring the smooth operation of our patient care services.Key Responsibilities:Greet and assist patients and visitors, providing exceptional customer service and ensuring...


  • Worcester, Massachusetts, United States U Mass Memorial Health Full time

    Job Summary:We are seeking a highly skilled and compassionate Ambulatory Services Representative to join our team at UMass Memorial Health. As a key member of our sports clinic, you will play a vital role in ensuring the smooth operation of our patient access services.Key Responsibilities:Greet and assist patients and visitors with scheduled and urgent care...


  • Worcester, Massachusetts, United States The Hanover Insurance Group Full time

    Claims Service RepresentativeRandstad, in partnership with The Hanover Insurance Group, is seeking a Claims Service Representative to join their Claims Customer Service Center on a temp to perm basis, working remotely within the CST, MST, or PST time zones.The Hanover Insurance Group is a leading property and casualty insurance company with over 160 years of...


  • Worcester, Massachusetts, United States Resource Recruiting of MA Full time

    Job Title: ControllerWe are seeking a highly skilled and experienced Controller to join our team at Resource Recruiting of MA.Job Summary:The Controller will be responsible for directing the accounting operations of the company, including establishing and maintaining accounting principles, practices, procedures, and initiatives. This role will oversee all...


  • Worcester, Massachusetts, United States DCU Inc. Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Teller to join our team at DCU Inc. As a Teller, you will be responsible for providing exceptional service to our members, processing transactions, and helping them achieve their financial goals.Key ResponsibilitiesProcess transactions, including deposits, withdrawals, loan payments, and check...


  • Worcester, Massachusetts, United States Resource Recruiting of MA Full time

    Controller Job DescriptionResource Recruiting of MA is seeking a highly skilled Controller to join our team. As a key member of our finance department, you will be responsible for directing the accounting operations of our company.Key Responsibilities:Oversee all aspects of financial reporting, including month-end and year-end close processes.Perform complex...


  • Worcester, Massachusetts, United States Global Technical Talent Full time

    Job Title: Claims Service RepresentativeJob Summary:Global Technical Talent is seeking a Claims Service Representative to join our team. As a Claims Service Representative, you will play a vital role in helping our customers when they experience an unexpected loss to their vehicle, home, or business. You will be the first point of contact a customer has when...


  • Worcester, Massachusetts, United States Acrisure LLC Full time

    About Us:Acrisure LLC is a leading provider of insurance solutions. We are committed to delivering exceptional customer service and support. We are seeking a highly motivated and customer-focused Customer Service Representative to join our team at our Worcester Call Center. As a CSR, you will be responsible for providing top-notch service to our customers,...


  • Worcester, Massachusetts, United States Fords Hometown Services Full time

    Overview:Fords Hometown Services is a dynamic and expanding company seeking a detail-oriented and organized Bookkeeper to strengthen our accounting team. We require a professional who can efficiently manage a variety of accounting tasks and contribute significantly to the financial accuracy and integrity of the company.Responsibilities:Accounting Software...