Current jobs related to Financial Services Representative - Orlando, Florida - Insight Credit Union
-
Financial Services Representative
3 weeks ago
Orlando, Florida, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewGlobal Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain...
-
Financial Services Representative
1 week ago
Orlando, Florida, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewGlobal Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our organization, you will play a vital role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key Responsibilities:Develop and maintain a client...
-
Financial Services Representative
3 days ago
Orlando, Florida, United States OneMain Financial Full timeAt OneMain Financial, we empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key responsibilities include:Delivering results related to individual and...
-
Financial Services Representative
2 weeks ago
Orlando, Florida, United States S & L Recruiting Services Full timeAbout the OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key contact and liaison for clients, you will play a vital role in ensuring they receive the financial education and support needed to achieve their goals.No prior financial industry experience is required, as...
-
Financial Services Representative
3 weeks ago
Orlando, Florida, United States Enterprise Bank and Trust Full timeJob Title: Financial Services RepresentativeEnterprise Bank & Trust is a leading financial institution dedicated to helping businesses succeed and communities thrive. As a Financial Services Representative, you will play a vital role in creating a welcoming environment for our customers and providing exceptional service.Key Responsibilities:Originate new...
-
Financial Services Representative
3 days ago
Orlando, Florida, United States Charles Schwab Full timeEmpowering Client SuccessAt Charles Schwab, we're committed to helping clients achieve their financial goals. As a Licensed Financial Services Representative, you'll play a critical role in delivering exceptional service and guidance to our clients.Key Responsibilities:Provide financial guidance and support to clients through inbound calls and other...
-
Financial Services Specialist
2 weeks ago
Orlando, Florida, United States CAR Financial Full timeJob OpportunityAt CAR Financial Services, we are seeking a skilled professional to join our team as a Collections Analyst. This role is ideal for individuals who are detail-oriented, have strong analytical skills, and are proficient in Microsoft Excel.Responsibilities:- Collect and analyze data on delinquent automotive loan accounts- Perform daily portfolio...
-
Financial Services Professional
2 weeks ago
Orlando, Florida, United States Amscot Financial Full timeJob OverviewAmscot Financial is seeking a motivated and hard-working Financial Services Associate to join our team. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Provide excellent customer service and support to clientsAssist with financial transactions and...
-
Financial Services Specialist
2 weeks ago
Orlando, Florida, United States CAR Financial Full timeJob OpportunityCAR Financial Services is a leading provider of financial services for independent auto dealers, seeking a skilled Collections Analyst to join our team.We offer a range of benefits, including Paid Time Off and a 401(k) match, as well as a dynamic work environment with opportunities for growth and development.The successful candidate will be...
-
Financial Services Specialist
4 weeks ago
Orlando, Florida, United States CAR Financial Full timeJob OpportunityCAR Financial Services is seeking a skilled professional to fill the role of Collections Analyst.Key Responsibilities:Collect and manage delinquent automotive loan accountsPerform data entry of automotive retail installment contractsConduct daily portfolio reviews to identify areas for improvementOversee and execute the buyback process to...
-
Financial Services Specialist
2 weeks ago
Orlando, Florida, United States CAR Financial Full timeJob OpportunityCAR Financial Services is seeking a skilled professional to fill the role of Collections Analyst.Key Responsibilities:Collect and manage delinquent automotive loan accountsProcess and enter retail installment contractsConduct daily portfolio reviews to identify areas for improvementOversee and execute the buyback processMaintain open...
-
Customer Service Representative
2 weeks ago
Orlando, Florida, United States Susan Collins Full timeCustomer Service RepresentativeAt Susan Collins, we're seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, building strong relationships with our clients, and helping them navigate their insurance and...
-
Part-Time Financial Service Expert
2 days ago
Orlando, Florida, United States Addition Financial Full timeAbout Addition FinancialWe are a member-owned, not-for-profit financial cooperative that has been serving our community since 1937. Our mission is to bring financial success and education to everyone, and we're looking for people who share our vision.Job SummaryWe're seeking a Part-Time Financial Service Expert to join our team. As a Relationship Advisor,...
-
Financial Services Representative
2 weeks ago
Orlando, Florida, United States Equitable Advisors Full timeJoin Our Team as a Financial ProfessionalAt Equitable Advisors, we are seeking a highly motivated and results-driven Financial Professional to join our Retirement Benefits Group (RBG). As a key member of our team, you will be responsible for providing financial products and services to individuals and organizations in the education and municipal sectors.Key...
-
Financial Services Representative
2 weeks ago
Orlando, Florida, United States Equitable Advisors Full timeJoin Our Team as a Financial ProfessionalAt Equitable Advisors, we are seeking a highly motivated and results-driven Financial Professional to join our Retirement Benefits Group (RBG). As a key member of our team, you will be responsible for providing financial products and services to individuals and organizations in the public sector, including teachers,...
-
Customer Service Representative
1 week ago
Orlando, Florida, United States Susan Collins Full timeJob 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 State Farm Agent team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and helping them achieve their financial goals.Key Responsibilities:*...
-
Customer Service Representative
3 days ago
Orlando, Florida, United States Susan Collins Full timePosition OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a representative, you will be responsible for providing prompt, accurate, and friendly customer service to our clients. This includes responding to inquiries regarding insurance availability, eligibility, coverages,...
-
Financial Services Professional
3 days ago
Orlando, Florida, United States Bankers Life Full timeFinancial Services Career OpportunityBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.Our...
-
Life Insurance Sales Representative
2 weeks ago
Orlando, Florida, United States Karlo Financial Full timeJob Title: Remote Life Insurance Sales RepresentativeAt Karlo Financial, we're dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions.As a remote life insurance sales representative, you'll have the opportunity to make a positive impact on people's lives while enjoying the...
-
Financial Services Attorney
1 month ago
Orlando, Florida, United States Sterling Search Partners Full timeSterling Search Partners is seeking a Financial Services AttorneyThe ideal candidate will provide legal counsel and representation to clients within the financial industry, advising on regulatory compliance, financial transactions, disputes, and other legal matters pertinent to banks, investment firms, insurance companies, and other financial...
Financial Services Representative
2 months ago
A Financial Services Representative should be enthusiastic about assisting members and achieving high sales performance. This role involves supporting teller operations and account management as needed. The time allocated to various responsibilities will fluctuate based on branch activity and requirements.
Compensation & Benefits:
This position offers a competitive hourly wage starting at $18.00 per hour. All available positions are Full Time and come with a comprehensive benefits package that includes:
- Medical, Dental, Vision
- Free and Voluntary Life and Disability Insurance
- Pet Insurance
- 401k with matching contributions and full vesting
- Paid Time Off
- Birthdays Off
- Tuition Reimbursement
The work schedule includes hours per week from Monday to Friday (8am - 6pm), Saturday (9am - 12pm). Hours will be determined by departmental needs. The role includes a 3-week training program at designated training facilities.
Responsibilities & Qualifications:
- Consistently achieves high sales targets while providing service on the teller line and platform. Actively seeks opportunities to enhance members' financial well-being by recommending beneficial products. Regularly meets or surpasses the credit union's sales referral objectives. Expected to refer deposit accounts, consumer loans, and general services, as well as mortgage and commercial loans to the appropriate departments. Identifies future opportunities to address members' financial needs and follows up to strengthen member relationships.
- Processes and posts financial transactions for members and non-members, including deposits, withdrawals, and loan payments; sells money orders and gift cards; transfers funds between member accounts as instructed. Balances cash drawer and daily transactions, ensuring accurate reporting at the start and end of the day. Maintains appropriate records and resolves discrepancies before reporting any issues to management.
- Provides exceptional member service by ensuring prompt responses to member and visitor inquiries. Creates a welcoming atmosphere from the moment members enter the branch. Evaluates requests through consultative discussions to determine the most suitable service channel, whether it be the teller line, branch lobby, or video office. Facilitates smooth transitions for members entering video offices. Assists with various services, including account maintenance, debit card and check orders, wire transfers, ACH requests, and fraud inquiries. Educates members on self-service banking options, such as Online Banking, Mobile Banking, e-Statements, ATMs, and Remote Deposit Capture, encouraging their adoption.
- Supports management by maintaining accurate records and preparing required reports, including Check Hold Audits, Teller Cash Drawer Audits, and Retention Records. Assists in managing cash over & short logs and reports any discrepancies according to procedures under management supervision. Resolves issues within their authority and refers more complex problems to their supervisor with recommendations.
- Handles safe deposit box operations for members as applicable. Escorts members to their safe deposit box for access. Adheres to all safe deposit box protocols. Responsible for maintaining cash machines where applicable and managing branch opening and closing procedures. Performs other job-related duties as assigned.
Education: High school diploma or GED.
Interpersonal Skills: This role requires significant personal interaction with individuals both inside and outside the organization for conflict resolution, relationship building, and collaboration. Discussions often involve confidentiality and discretion, necessitating diplomacy and tact in communication.
Other Skills: Proficient in operating a 10-key calculator and computer keyboard.
Physical Requirements: The employee is regularly required to communicate, sit or stand, and navigate the branch.
Work Environment: This position operates in a professional office setting, routinely utilizing standard office equipment.
Insight Credit Union is an EO Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Must successfully pass a credit and background check. Any job offer is contingent upon the results of these checks.
