Financial Services Representative
5 days ago
At INTRUST Bank, we're committed to providing exceptional service and support to our clients. Our team is dedicated to helping individuals and businesses achieve their financial goals through a range of investment and insurance products.
Job SummaryWe're seeking a highly motivated and experienced Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional service to our clients, building and maintaining relationships, and identifying opportunities to grow our business.
Key Responsibilities- Provide account servicing to existing clients with brokerage or direct-business relationships.
- Serve clients' ongoing financial needs and build long-term relationships.
- Discuss investment product solutions with clients based on their best interests.
- Initiate and maintain relationships with Banking Center staff to solicit referrals.
- Accountable to account retention goals, service-level goals, revenue generation, and referrals to Financial Advisors.
- High School diploma or equivalent required.
- Minimum 2 years prior experience working with consumers in financial services business preferred.
- Must be conversant in financial products and service terminology.
- Familiarity with INTRUST Bank's products and services desired.
- Must have excellent communication skills.
- Competitive pay and benefits package.
- Generous time off and paid holidays.
- Opportunities for career growth and development.
- Tuition reimbursement for full-time and part-time employees.
- Banking benefits and insurance options.
At INTRUST Bank, we're committed to creating a positive and supportive work environment that allows our employees to thrive. We offer a range of benefits and opportunities for growth and development, and we're dedicated to helping our employees achieve their career goals.
-
Financial Services Representative
2 weeks ago
, MI, United States Christian Financial Credit Union Full timeJob SummaryWe are seeking a highly skilled and customer-focused individual to join our team as a Teller-Member Services Representative. As a key member of our branch team, you will be responsible for providing exceptional member service, processing transactions, and promoting financial well-being to our members.Key ResponsibilitiesProcess deposits and...
-
Financial Services Representative
3 weeks ago
, MN, United States New York Life Full timeAbout the RoleWe are seeking a highly motivated and goal-oriented Financial Services Representative to join our team at New York Life Insurance Company. As a Financial Services Representative, you will be responsible for determining financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable...
-
Financial Services Representative
3 weeks ago
, TX, United States Guardian Austin Full timeJob OpportunityGuardian Austin is seeking a motivated individual to fill the role of Financial Representative. As a Financial Representative, you will collaborate with individuals and businesses in the Austin area, offering them access to financial services and products that safeguard their assets, enhance their financial awareness, and foster wealth...
-
Financial Services Representative
3 weeks ago
, CA, United States Global Financial Impact - Lorraine Emperador Full timeUnlock Your Earning PotentialAs a Financial Professional with Global Financial Impact - Lorraine Emperador, you'll have the opportunity to build a fulfilling career with unlimited earning potential. Our company is dedicated to providing top-notch training and support to help you succeed in the financial industry.Key Responsibilities:Develop Financial Need...
-
Financial Services Representative
2 weeks ago
, CO, United States Bellco Full timeJob Title: Financial Services RepresentativeBellco Credit Union is seeking a highly skilled and customer-focused Financial Services Representative to join our team. As a key member of our branch staff, you will be responsible for providing exceptional member service, processing financial transactions, and promoting Credit Union products and services.Key...
-
Financial Services Representative
12 hours ago
Milton, FL, United States The Mitchell Agency Full timeAre you looking to start a career? Do you want a six-figure income with unlimited growth potential? At The Mitchell Agency, we believe only you should have control of how much you earn and how far you take your career.The Financial Service Representative is responsible for direct management and oversite of individual's field performance, including new...
-
Financial Services Representative
1 day ago
, FL, United States Atria Wealth Solutions Full timeJob SummaryWe are seeking a highly skilled Financial Services Representative to join our team at Atria Wealth Solutions. As a key member of our investment program, you will be responsible for providing exceptional service to our clients, identifying their financial needs, and developing personalized investment strategies to meet their goals.Key...
-
Financial Services Representative
5 days ago
, MA, United States Citizens Full timeAbout the RoleCitizens Bank is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a key member of our branch, you will be responsible for building and maintaining strong relationships with our customers, providing personalized financial solutions, and delivering exceptional customer service.Key...
-
Financial Services Representative
3 weeks ago
, OH, United States PFS - Frisco, TX Full timeAbout the JobWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our organization, you will be responsible for providing exceptional customer service and driving business growth.Key Responsibilities:Develop and maintain strong relationships with clients to understand...
-
Financial Services Representative
2 weeks ago
Olathe, KS, United States Enterprise Bank and Trust Full timeEnterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re...
-
Financial Services Representative
3 weeks ago
, FL, United States New York Life - Orlando Office Full timeJob OpportunityNew York Life - Orlando Office is seeking a motivated financial service professional to join our team. As a Financial Services Representative, you will have the opportunity to work with clients to provide financial security and peace of mind through our insurance, annuity, and investment solutions.About the RoleThis is a unique opportunity to...
-
Financial Services Representative
1 week ago
, CT, United States Fidelity TalentSource LLC Full timeAbout the RoleFidelity Investments is seeking a skilled Financial Representative to join our team. 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 to understand their financial needs and goalsProvide...
-
Financial Services Representative
4 weeks ago
Olathe, KS, United States Enterprise Bank and Trust Full timeEnterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re...
-
Olathe, KS, United States Enterprise Bank and Trust Full timeEnterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're...
-
Financial Services Representative
2 weeks ago
, GA, United States Barry Hancock - State Farm Agent Full timeJob OpportunityAt Barry Hancock - State Farm Agent, we are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our team, you will play a vital role in helping our customers achieve their financial goals and protect their assets.ResponsibilitiesEstablish and maintain strong...
-
Financial Services Representative Trainee
2 days ago
, TX, United States Mutual of Omaha Full timeFinancial Representative TraineeAs a Financial Representative Trainee at Mutual of Omaha, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling individual insurance products. This dynamic program includes a combination of self-study and hands-on experience projects, all tailored to a...
-
Customer Service Representative
2 weeks ago
, TX, United States Boudreaux Insurance & Financial Services, Inc. Full timeJob OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a key member of our State Farm independent contractor agent team, you will play a vital role in building and maintaining strong relationships with our customers.ResponsibilitiesEstablish and maintain customer relationships...
-
Financial Services Representative
3 weeks ago
, CT, United States Bronson Kinkade Consulting Full timeUnlock Your Earning PotentialAt Bronson Kinkade Consulting, we're expanding our team of experienced agents who can help individuals achieve their financial goals. As a Financial Services Representative, you'll have the opportunity to work with a variety of financial products, including Indexed Universal Life (IUL), annuities, life insurance, and more.Why...
-
Financial Services Representative
2 weeks ago
, TN, United States Freddie Villacci, Jr. - State Farm Agent Full timeJob OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Sales Representative. As a key member of our team, you will play a vital role in helping individuals and families protect what matters most to them.About UsAt Freddie Villacci, Jr. - State Farm Agent, we are dedicated to providing exceptional customer...
-
Financial Services Representative
5 days ago
, IL, United States Eric Bielinski - State Farm Agent Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Account Representative. As a key member of our team, you will play a vital role in providing exceptional service to our customers, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesCustomer Support: Provide prompt...