Financial Services Representative
3 weeks ago
Serves as the front-line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives.
Key Responsibilities- Operates as a multi-functional team member with the ability to process transactions and provide customer service.
- Executes activities required to meet sales and service needs of customers and branch goals and objectives.
- Collaborates with colleagues to achieve team and branch objectives.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment.
- Basic math skills and accuracy with handling cash and other financial transactions.
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Financial Services Representative
1 month ago
Naples, Florida, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly skilled Financial Services Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients, providing personalized...
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Financial Services Representative
5 days ago
Naples, Florida, United States First Foundation Bank Full timeJob Title: Universal Banker IIJob Summary:This role is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and...
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Financial Services Associate
2 weeks ago
Naples, Florida, United States Summit Financial Full timeClient Services AssociateWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at Summit Financial. As a key member of our client services team, you will play a critical role in delivering exceptional client experiences and supporting the growth of our business.Responsibilities:Communicate effectively with clients...
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Member Service Representative
4 weeks ago
Naples, Florida, United States Lake Michigan Credit Union Full timeAbout the RoleWe are seeking a highly skilled and motivated Member Service Representative to join our team at Lake Michigan Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, educating them on our financial products and services, and helping them achieve their financial goals.Key...
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Mortgage Loan Officer
4 weeks ago
Naples, Florida, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesLoan...
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Senior Financial Representative
2 weeks ago
Naples, Florida, United States Modern Woodmen of America Full timeAbout Modern Woodmen of AmericaWe are a not-for-profit financial planning organization dedicated to providing our members with exceptional financial services and support. Our team is passionate about helping individuals and families achieve their financial goals and build a secure future.Job SummaryWe are seeking a highly motivated and professional Financial...
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Financial Services Associate
6 days ago
Naples, Florida, United States Summit Financial Resources, Inc. Full timeClient Services AssociateWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at Summit Financial Resources, Inc. in Naples, FL. As a key member of our client services team, you will be responsible for providing exceptional support to our clients and ensuring their financial goals are...
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Naples, Florida, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Digital Marketing Coordinator to join our team. As a Digital Marketing Coordinator, you will be responsible for developing and implementing digital marketing strategies to drive online traffic, customer engagement, and revenue growth.Key Responsibilities:Develop and implement digital...
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Financial Operations Specialist
4 weeks ago
Naples, Florida, United States Summit Financial Full timeJob SummarySummit Financial is seeking a highly skilled Client Services Associate to join our team. As a key member of our operations team, you will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesProvide timely and informative responses to client inquiries and concernsManage client transaction requests...
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Member Service Representative
3 weeks ago
Naples, Florida, United States Lake Michigan Credit Union Full timeAbout the RoleWe are seeking a highly skilled Member Service Representative to join our team at Lake Michigan Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, educating them on our products and services, and helping them achieve their financial goals.Key ResponsibilitiesProvide members with...
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Member Service Representative
1 week ago
Naples, Florida, United States Lake Michigan Credit Union Full timeAbout the RoleWe are seeking a highly skilled Member Service Representative to join our team at Lake Michigan Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, educating them on our products and services, and helping them achieve their financial goals.Key ResponsibilitiesProvide members with...
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Member Service Representative
4 weeks ago
Naples, Florida, United States Lake Michigan Credit Union Full timeAbout the RoleWe are seeking a highly skilled and motivated Member Service Representative to join our team at Lake Michigan Credit Union. As a Member Service Representative, you will be responsible for providing exceptional service to our members, educating them on our products and services, and helping them achieve their financial goals.Key...
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Branch Manager
5 days ago
Naples, Florida, United States Momentum Financial Services Group Full timeAbout the RoleWe are seeking a highly motivated and experienced Branch Manager to join our team at Momentum Financial Services Group. As a Branch Manager, you will be responsible for driving store profitability by leading and developing a team of Financial Sales Representatives to promote our financial products and services to meet our customers' financial...
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Payments Sales Advisor, Linga
3 weeks ago
Naples, Florida, United States PNC Financial Services Group Full timeJob DescriptionAt PNC Financial Services Group, we are seeking a highly skilled and experienced professional to join our team as a Payments Sales Advisor. This role will be based in Naples, FL, and will be responsible for overseeing the sales of our full suite of Merchant Services Solutions.Key ResponsibilitiesDevelop and execute sales strategies to drive...
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Naples, Florida, United States PNC Financial Services Group Full timeJob DescriptionJob ProfilePosition OverviewPNC Financial Services Group is committed to fostering an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.We are seeking a highly skilled...
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Insurance Customer Service Representative
4 weeks ago
Naples, Florida, United States Brooks Insurance Services Full timeJob DescriptionBrooks Insurance Services is a reputable insurance agency dedicated to providing top-notch service to families and businesses. Our agency prioritizes ongoing training and development, fostering a supportive environment for employees to excel.We are seeking a highly skilled Insurance Customer Service Representative to join our team. This role...
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Customer Service Representative
3 weeks ago
Naples, Florida, United States HomeTeam Pest Defense Full time{"h1": "Customer Service Representative at HomeTeam Pest Defense", "p": "At HomeTeam Pest Defense, we put people first. Our friendly, warm work environment means great work gets recognized and rewarded. If you take pride in going above and beyond to make a customer smile, you could be HomeTeam's next all-star player.As a Customer Service Representative, you...
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Customer Service Representative
4 weeks ago
Naples, Florida, United States Michael Laskin - State Farm Agent Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Michael Laskin - State Farm Agent. As a key member of our team, you will be responsible for establishing strong relationships with customers, identifying their needs, and providing personalized solutions to meet their...
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Financial Services Specialist
3 weeks ago
Naples, Florida, United States National Guard Employment Network Full timeJob SummaryWe are seeking a highly skilled Personal Financial Counselor III to join our team at the National Guard Employment Network. As a key member of our organization, you will provide expert financial guidance and support to military service members and their families.Key ResponsibilitiesDeliver comprehensive personal financial counseling services to...
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Client Service Representative
2 weeks ago
Naples, Florida, United States Moran Wealth Management® Full timeClient Service SpecialistMoran Wealth Management is a Registered Investment Advisory firm that provides comprehensive resources and customized strategies to meet clients' investment management needs. Our team of experienced advisors offers a range of financial products and services, including investment management, succession planning, philanthropic, and...