Financial Services Representative

3 weeks ago


Naples, Florida, United States Synovus Full time
Job Summary

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.
Requirements
  • 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.


  • Naples, Florida, United States Fidelity Investments Full time

    About 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...


  • Naples, Florida, United States First Foundation Bank Full time

    Job 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...


  • Naples, Florida, United States Summit Financial Full time

    Client 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...


  • Naples, Florida, United States Lake Michigan Credit Union Full time

    About 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...

  • Mortgage Loan Officer

    4 weeks ago


    Naples, Florida, United States PNC Financial Services Group Full time

    Job 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...


  • Naples, Florida, United States Modern Woodmen of America Full time

    About 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...


  • Naples, Florida, United States Summit Financial Resources, Inc. Full time

    Client 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...


  • Naples, Florida, United States PNC Financial Services Group Full time

    Job 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...


  • Naples, Florida, United States Summit Financial Full time

    Job 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...


  • Naples, Florida, United States Lake Michigan Credit Union Full time

    About 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...


  • Naples, Florida, United States Lake Michigan Credit Union Full time

    About 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...


  • Naples, Florida, United States Lake Michigan Credit Union Full time

    About 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...

  • Branch Manager

    5 days ago


    Naples, Florida, United States Momentum Financial Services Group Full time

    About 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...


  • Naples, Florida, United States PNC Financial Services Group Full time

    Job 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...


  • Naples, Florida, United States PNC Financial Services Group Full time

    Job 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...


  • Naples, Florida, United States Brooks Insurance Services Full time

    Job 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...


  • 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...


  • Naples, Florida, United States Michael Laskin - State Farm Agent Full time

    Job 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...


  • Naples, Florida, United States National Guard Employment Network Full time

    Job 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...


  • Naples, Florida, United States Moran Wealth Management® Full time

    Client 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...