Financial Services Representative

2 weeks ago


Washington, Washington, D.C., United States First Community Credit Union Full time

About This Role

We are seeking a Financial Services Representative who will take pride in helping others and making an impact. The ideal candidate will have excellent communication and problem-solving skills.

Key Responsibilities

  1. Build long-term relationships with members and offer them our products and services.
  2. Perform monetary teller transactions efficiently.
  3. Open new accounts and process loan applications.

About Us

First Community Credit Union is committed to providing exceptional service to our members. We value our employees and offer a supportive work environment.

We Offer

  • Competitive compensation and benefits
  • Ongoing training and development opportunities
  • A supportive and inclusive work environment


  • Washington, Washington, D.C., United States Financial Corporation Full time

    Are you a motivated individual with a passion for sales, insurance, and entrepreneurship? We're seeking a self-starter to join our team as an Independent Financial Services Agent. This non-captive position offers a scalable franchise building opportunity for serious producers. As part of the largest financial services distribution broker, you'll have access...


  • Washington, Washington, D.C., United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for providing exceptional client service and support to our customers.Key ResponsibilitiesConsult with clients to understand their financial needs and goals.Develop and implement personalized...


  • Washington, Washington, D.C., United States PNC Financial Services Group Full time

    Job DescriptionAs a Financial Advisor at PNC Financial Services Group, you will play a critical role in helping clients achieve their financial goals. Your primary responsibility will be to consult with clients on investment and insurance strategies, as well as develop personalized financial plans tailored to their needs.Key Responsibilities:Consult with...


  • Washington, Washington, D.C., United States PNC Financial Services Group Full time

    At PNC Financial Services Group, we are committed to delivering exceptional customer experiences and fostering a culture of inclusivity and accessibility.The Financial Advisor role is a key part of our team, responsible for consulting on investment and insurance strategies, as well as developing financial plans for clients.Key responsibilities...


  • Washington, Washington, D.C., United States LHH Recruitment Solutions Full time

    Job Title: Customer Service Representative - Financial ServicesJob Description:LHH Recruitment Solutions is seeking a highly skilled Customer Service Representative to join our team on a 6-month temporary contract. As a key member of our call center team, you will be the first point of contact for our valued customers, providing timely and accurate responses...


  • Washington, Washington, D.C., United States Allister Primo - State Farm Agent Full time

    Job Summary:We are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a representative, you will be responsible for establishing customer relationships, following up with customers, and using a customer-focused, needs-based review process to educate customers about insurance...


  • Washington, Washington, D.C., United States Mike Jones Company Full time

    Transform Your Career with Mike Jones CompanyWe are seeking a highly motivated and results-driven individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will have the opportunity to promote State Farm's premier insurance and financial service products and become an integral part of a trusted...


  • Washington, Washington, D.C., United States Rose Financial Services Full time

    Senior Financial AnalystROSE Financial Services is seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will be responsible for processing, recording, and reconciling financial transactions, including accounts payable, cash disbursements, billings, and cash receipts. You will also assist with the month-end...


  • Washington, Washington, D.C., United States PRI Full time

    Grow Your Career with PRIAre you looking for a challenging and rewarding career in the financial services industry? Do you want to help families achieve their financial goals and build a secure future? We are seeking a motivated and results-driven individual to join our team as a Financial Specialist.About the RoleAs a Financial Specialist, you will work...


  • Washington, Washington, D.C., United States Allstate Full time

    About the RoleWe are seeking a highly motivated and experienced Personal Financial Representative to join our team at Allstate. As a key member of our sales team, you will be responsible for building and growing your own financial services practice under the Allstate brand.Key ResponsibilitiesDevelop and implement sales strategies to drive business growth...


  • Washington, Washington, D.C., United States World Financial Group Full time

    Unlock Your Potential with World Financial GroupWe are seeking a talented Insurance Sales Representative to join our dynamic team. As a key member of our organization, you will have the opportunity to build a successful career in the financial services industry.About the RoleAs an Insurance Sales Representative, you will be responsible for identifying and...


  • Washington, Washington, D.C., United States VISTA Technology Services Full time

    We are seeking a highly motivated and organized individual to join our team as a Customer Service Representative. As a key member of our growing team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Utilize Agency's Financial Accounting Corporate Tracking System's (FACTS) Asset Management...


  • Washington, Washington, D.C., United States MV Financial Group, MV Capital Management Inc. Full time

    Job OverviewMV Financial Group, MV Capital Management Inc. is seeking a highly skilled Financial Services Coordinator to join our team. As a key member of our operations team, you will play a critical role in providing exceptional client service and supporting the firm's growth.Your primary responsibilities will include:Providing timely and accurate support...


  • Washington, Washington, D.C., United States Manee Financial Full time

    Unlock your earning potential with a career in insurance sales. As a Manee Financial representative, you'll have the opportunity to work with clients to provide personalized life insurance solutions and build strong relationships. With a generous commission structure and unlimited earning potential, you'll have the freedom to succeed on your own terms.Key...


  • Washington, Washington, D.C., United States CoroNat1oN Financial Services Full time

    Unlock Your Potential in Insurance Sales> Develop new skills and obtain a life insurance license, sponsored by CoroNat1oN Financial Services.> No prior experience is necessary, as we provide comprehensive training materials and tools.> Enjoy paid bonuses and opportunities for growth and development.> Build strong relationships with clients and train your...


  • Washington, Washington, D.C., United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? Mutual of Omaha is seeking highly motivated individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products...


  • Washington, Washington, D.C., United States Karlo Financial Full time

    Job OverviewKarlo Financial is seeking a skilled Life Insurance Sales Representative to join our team. As a remote sales professional, you will play a critical role in helping clients secure their financial futures.Key Responsibilities:Connect with potential clients via phone and other communication channels to understand their unique needs and goals.Listen...


  • Washington, Washington, D.C., United States Empowerment Resources Int. Full time

    Empowerment Resources Int. OpportunityWe are seeking a Financial Professional to join our team.Job Requirements:Must be at least 18 years old to get licensed.No prior sales experience or degree is required to start.Pass State License Exam if not already licensed.Benefits:1099/Commission basisOpportunity to work with WFG agentsWhat We Offer:A dynamic and...


  • Washington, Washington, D.C., United States Symmetry Financial Full time

    **Symmetry Financial: A Career Opportunity for Ambitious Individuals**We are seeking a highly motivated and results-driven Insurance Sales Representative to join our team. As a sales agent, you will have the opportunity to build a successful career in the insurance industry, working with a dynamic and supportive team.**Key Responsibilities:**Develop and...


  • Washington, Washington, D.C., United States PNC Full time

    Job DescriptionJob Title: Customer Service RepresentativeJob Summary: We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our retail banking team, you will be responsible for providing exceptional customer service, accurately processing customer transactions, and...