Financial Services Representative

5 days ago


Shelby, Ohio, United States Civista Bank Full time
Job Title: Financial Services Representative

Civista Bank is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a key member of our retail banking team, you will play a vital role in building and maintaining strong relationships with our customers, providing personalized financial solutions, and driving business growth.

Key Responsibilities:
  • Develop and maintain a deep understanding of our products and services to effectively meet customer needs and provide tailored financial solutions.
  • Engage with customers to build trust, assess their financial goals, and recommend relevant products and services to help them achieve their objectives.
  • Work closely with the retail banking team to ensure seamless customer experiences, resolve issues promptly, and maintain high levels of customer satisfaction.
  • Stay up-to-date with industry trends, regulatory requirements, and new technologies to continuously improve customer service and drive business growth.
  • Collaborate with colleagues to share best practices, provide support, and contribute to a positive and inclusive work environment.
Requirements:
  • 2-3 years of previous banking or financial services experience.
  • Excellent communication, interpersonal, and problem-solving skills.
  • Ability to work in a fast-paced environment, prioritize tasks, and meet deadlines.
  • High School diploma or equivalent required; associate's or bachelor's degree preferred.
  • Proficiency in technology, including banking software and systems.
Physical Requirements:
  • Ability to work in a dynamic office environment with frequent interactions with customers and colleagues.
  • Ability to lift and move objects up to 50 pounds.
  • Ability to read, hear, write, and communicate professionally in person and via phone.
Equal Opportunity Employer:

Civista Bank is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.



  • Shelby, Ohio, United States Civista Bank Full time

    Position Overview: A Personal Banker I (PB I) plays a crucial role in fostering and enhancing customer relationships through a consultative sales approach. This position is dedicated to proactively offering tailored solutions that assist both new and existing clients in achieving their financial aspirations. The PB I also delivers sales, service, and...


  • Shelby, Ohio, United States Civista Bank Full time

    Civista Bank Position Overview:A Customer Relationship Banker plays a crucial role in fostering and enhancing customer connections while employing a consultative sales approach to proactively deliver tailored solutions that assist both new and existing clients in reaching their financial aspirations. This role also encompasses providing sales, service, and...


  • Shelby, Ohio, United States Scandinavian Tobacco Group Full time

    COMPANY OVERVIEW- Scandinavian Tobacco Group is a premier provider of professional services dedicated to the cigar industry, including renowned brands and affiliates. As the fastest expanding cigar enterprise in the nation, we excel in online and direct marketing of fine cigars, premium pipe tobaccos, luxury gifts, and accessories. Our foundation lies in...


  • Shelby, United States Personnel Services Unlimited Full time

    About: Personnel Services Unlimited is seeking candidates for a Customer Service Representative II opening! This full-time, long-term opportunity in Shelby, NC, can lead to permanent hire. Pay is up to $20.00/ HR (Depending on Experience) Essential D Customer Service Representative, Customer Service, Representative, Client Relations, Retail, Staffing


  • Shelby, United States Truliant Federal Credit Union Full time

    **Job Details** **Member Service Representative - (1678)** This details all the information about the job posting. Share this job as a link in your status update to LinkedIn. **** Job Title Member Service Representative Job Description **Purpose of the Job** The Member Service Representative is responsible for serving the financial needs of our member-owners...


  • Shelby, North Carolina, United States Truliant Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Truliant Federal Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, ensuring their financial needs are met, and exceeding their expectations.Key ResponsibilitiesProvide accurate...


  • Shelby, Michigan, United States Fifth Third Full time

    Enhance Banking with Fifth Third At Fifth Third Bank, we connect talented individuals with exceptional career opportunities. Are you prepared to advance your career in banking? POSITION OVERVIEW: The selected candidates will embark on a journey to become a Retail Personal Banker I after completing a comprehensive 4-8 week onboarding and training program....


  • Shelby, United States Kintegra Health Full time

    Job DescriptionJob DescriptionOverviewUnder the direct supervision of the Practice Manager, this position is responsible for timely and accurate recording of patient demographics, insurance information, patient charges and payments. Cross training required in multiple administrative support functions including medical records, scanning, PHI request and...


  • Shelby, United States Kintegra Health Full time

    Job DescriptionJob DescriptionOverviewUnder the direct supervision of the Practice Manager, this position is responsible for timely and accurate recording of patient demographics, insurance information, patient charges and payments. Cross training required in multiple administrative support functions including medical records, scanning, PHI request and...


  • Shelby, United States ZOLL LifeVest Full time

    Job DescriptionJob DescriptionPosition Title: Patient Service Representative (PSR)Remote independent contract worker positionCompetitive fee for serviceFlexibility – work around your scheduleLifesaving medical technologyThe Cardiac Management Solutions division of ZOLL Medical Corporation develops products to protect and manage cardiac patients, including...


  • Shelby, United States NC Dental Network Full time

    Job DescriptionJob DescriptionSalary: DOENC Pediatric Dentistry aims to provide excellent dental treatment by going beyond the basics to ensure visits are safe, relaxed, informative, and fun for children!We are currently seeking a motivated Patient Service Representative (PSR) to join our growing team within our dental office in our Shelby  Pediatric...


  • Shelby, United States Beaumont Urgent Care Full time

    We have a full time, front desk/medical receptionist position open at our clinic located at 56293 Van Dyke Ave, Shelby Twp, MI 48316 and 43037 Dequindre Rd, Troy, MI 48085. This position requires the candidate to work between both locations. Scheduling is tentative 8am - 8pm, 3 shifts/week for full time on a floating schedule. Rotating weekends and holidays...


  • Shelby, North Carolina, United States Kimbrell's Furniture Full time

    About the RoleKimbrell's Furniture is seeking a highly skilled and professional Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional customer service and ensuring that our customers receive the best possible experience.Key ResponsibilitiesCustomer Interaction: You...


  • Shelby, United States Kintegra Health Full time

    1. Must be able to interact with individuals of all cultures and levels of authority by answering phones or face-to-face greeting .. Must be able to schedule patient appointment under guidelines of administration 3. Must be able to problem solve and Patient Services, Representative, Patient, Float, Retail, Healthcare


  • Shelby, North Carolina, United States Personnel Services Unlimited Full time

    About: Personnel Services Unlimited is seeking candidates for a Customer Service Representative opening. This full-time, long-term opportunity can lead to a permanent hire. Pay is up to $19.50/HR (Depending on Experience). Essential Duties include:Providing exceptional customer service and supportBuilding strong relationships with clients and...


  • Shelby, United States Casco International Full time

    Job Type Full-time Description Job Title: Customer Service Representative II Reports to: Client Service Manager FLSA Status: Non-Exempt Effective Date: 06.28.2024 Position Summary Duties and responsibilities include providing a prompt and professional service to clients to ensure efficient operation of the department. Support managers, and clients through...


  • Shelby Charter Township, United States Lifetime Insurance Services, Inc. Full time

    Benefits: Competitive salary Opportunity for advancement Paid time off Energetic and positive customer service representative needed for our growing independent insurance agency. Position will be responsible for answering calls, taking down info, entering info, handling reports, following up with clients and being the bright and shining...


  • Shelby, United States Purpose Financial Full time

    Address: 47171 Van Dyke Ave., Shelby Township, Michigan, United States - 48317 Bi-Lingual Spanish is a plus!! Since 1997, Advance America has helped millions of hardworking people with a variety of personalized financial solutions. We are a nationally recognized, fully licensed financial services company with over 800 locations and online lending services....


  • Shelby, North Carolina, United States Hometown Pharmacy Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Retail Sales Associate to join our team at Hometown Pharmacy. As a key member of our front-end staff, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and supporting the overall success of our pharmacy.Key...


  • Shelby, North Carolina, United States CAROLINA ASTHMA AND ALLERGY CENTER MASTER Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Patient Services Specialist to join our team at the Carolina Asthma and Allergy Center Master. As a key member of our front office staff, you will be responsible for providing exceptional patient care and administrative support to our healthcare team.Key ResponsibilitiesPatient Check-In: Greet...


  • Shelby, United States Rexel Full time

    The position of Outside Sales Representative will be based out of our Shelby, WI location! Summary The Outside Sales Representative is responsible for the sales and marketing efforts with the objective of increased profitable sales through creating, building, and maintaining high quality relationships with new and existing customers. Utilize...


  • Shelby, North Carolina, United States CenterWell Home Health Full time

    About CenterWell Home HealthWe are a leading provider of personalized, comprehensive home care services for patients managing chronic conditions or recovering from injury, illness, surgery, or hospitalization.Job SummaryWe are seeking a skilled Home Health Sales Representative to join our team. As a key member of our sales team, you will be responsible for...


  • Shelby, Michigan, United States Lifetime Insurance Services, Inc. Full time

    Position: Independent Insurance AgentCompany: Lifetime Insurance Services, Inc.Overview:As a vital member of our team, you will have the opportunity to thrive in a dynamic environment that fosters growth and success. Your role will involve: A clear pathway for career advancement within a vibrant agency Access to a diverse range of insurance carriers to...