Senior Financial Services Representative
6 days ago
About the Role:
This position is responsible for serving as the primary point of contact for financial center clients, helping to identify their personal banking needs and providing solutions to meet those needs. Key responsibilities include building strong relationships with clients, providing exceptional customer service, and connecting clients to specialists as needed.
Responsibilities:
- Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies.
- Assist, educate, and train clients on conducting simple transactions through self-service technologies.
- Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
- Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
- Manage client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.
Requirements:
- Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for helping new and existing clients based on their needs.
- Has strong written and verbal communications skills.
- Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).
- Has the ability to learn and adapt to new information, technology platforms, handle ambiguity, and adapt to changing circumstances.
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Demonstrates effective time management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously.
- Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
- Can be flexible to work weekends and/or extended hours as needed.
Preferred Qualifications:
- An Associate's Degree or Bachelor's Degree in business, finance, or a related field.
- Experience working in a financial center where goals were met or exceeded.
- Retail and/or sales experience in a salary plus incentive environment.
- Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
- Experience with financial information, spreadsheets, and financial skills.
- Knowledge of banking products and services.
- Strong computer skills, including Microsoft applications, and previous experience utilizing laptop technology.
Skills:
- Active Listening
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Education:
High School Diploma / GED / Secondary School or equivalent
-
Senior Financial Services Representative
6 days ago
Glendale, Arizona, United States Bank of America Full timeJob Summary:We are seeking a highly motivated and results-driven Senior Financial Services Representative to join our team at Bank of America. As a key member of our financial center team, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key Responsibilities:Partner with teams to provide...
-
Motor Vehicle Customer Service Representative
4 weeks ago
Glendale, Arizona, United States Pls Financial Services, Inc. Full timeJob SummaryWe are seeking a highly skilled and customer-focused Motor Vehicle Customer Service Representative to join our team at PLS Financial Services, Inc. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, promoting our products and services, and ensuring all transactions are...
-
Senior Financial Services Representative
1 month ago
Glendale, Arizona, United States Bank of America Full timeAbout the Role:This position is responsible for serving as the primary point of contact for financial center clients, helping to identify and meet the personal banking needs of both individual and small business clients. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or...
-
Senior Financial Services Representative
3 weeks ago
Glendale, Arizona, United States Bank of America Full timeAbout the Role: This position is responsible for serving as the primary point of contact for financial center clients, helping to identify their personal banking needs and providing tailored solutions. Key responsibilities include building strong relationships with clients, supporting them with self-service or transactional activities, and delivering...
-
Senior Financial Services Representative
6 days ago
Glendale, Arizona, United States Bank of America Full timeAbout the Role:This position is responsible for serving as the primary point of contact for financial center clients, helping to identify their personal banking needs and providing tailored solutions. Key responsibilities include building strong relationships with clients, supporting them with self-service or transactional activities, and delivering...
-
Career Opportunities in Financial Services
2 weeks ago
Glendale, Arizona, United States Community Choice Financial Family of Brands Full timeAbout UsCommunity Choice Financial Family of Brands is a leading provider of financial services to underserved consumers. Our company is committed to helping people access the financial services they need to achieve their goals.Job SummaryWe are seeking ambitious and driven individuals to join our team as Customer Service Representatives. As a Customer...
-
Financial Representative
2 weeks ago
Glendale, Arizona, United States Mutual of Omaha Full timeJob Title: Financial Representative TraineeJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We Offer:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a...
-
Senior Financial Analyst
2 weeks ago
Glendale, Arizona, United States Artemis Professionals, LLC Full timeJob Title: Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our team at Artemis Professionals, LLC. As a key member of our finance department, you will play a critical role in providing financial insights and analysis to support our company's strategic decision-making process.Key Responsibilities:Conduct comprehensive...
-
Senior Financial Analyst
1 week ago
Glendale, Arizona, United States Tandym Group Full timeSenior Financial AnalystTandym Group is seeking a highly skilled Senior Financial Analyst to join our team in California. As a key member of our financial services team, you will be responsible for analyzing financial attributes, benchmarking, and reporting results to drive business decisions.Key Responsibilities:Conduct in-depth financial analysis to...
-
Financial Representative Trainee
2 weeks ago
Glendale, Arizona, United States Mutual of Omaha Full timeJoin Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our team, you will be responsible for developing the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA comprehensive...
-
Senior Financial Analyst
1 week ago
Glendale, Arizona, United States LM Recruiting Group Full time{"title": "Senior Financial Analyst", "description": "Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at LM Recruiting Group. The successful candidate will play a pivotal role in supporting enterprise-wide planning, developing quarterly outlooks, and delivering key financial analyses and business analytics.This role will...
-
Senior Financial Executive
1 month ago
Glendale, Arizona, United States Credit Union West Full timeJob SummaryCredit Union West is seeking a highly experienced and skilled Senior Financial Executive to join our executive management team. As a key member of our leadership team, you will be responsible for overseeing the financial statements, accounting, finance, and operations functions of the Credit Union.Key ResponsibilitiesFinancial Statement...
-
Career Opportunities in Financial Services
1 week ago
Glendale, Arizona, United States Community Choice Financial Family of Brands Full timeOverviewCommunity Choice Financial Family of Brands is a leading retailer of financial services to unbanked and underbanked consumers. We are committed to providing an inclusive workplace free of discrimination based on various characteristics.ResponsibilitiesProvide exceptional customer service and lending experienceParticipate in comprehensive new hire...
-
Financial Representative Trainee Position
2 weeks ago
Glendale, Arizona, United States Mutual of Omaha Full timeJoin Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our team, you will play a critical role in developing the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA comprehensive...
-
Patient Service Representative
3 weeks ago
Glendale, Arizona, United States Nationwide Vision Full timeJob Title: Patient Service RepresentativeJoin Nationwide Vision as a Patient Service Representative and be part of a dynamic team that provides exceptional patient care. As a key member of our front office team, you will be responsible for delivering a positive patient experience, ensuring seamless communication, and maintaining accurate records.Key...
-
Senior Cook
3 weeks ago
Glendale, Arizona, United States Thunderbird Senior Living Full timeSenior Cook Opportunity at Thunderbird Senior LivingWe are seeking a dedicated and skilled Senior Cook to join our team at Thunderbird Senior Living in Glendale, Arizona. As a Senior Cook, you will play a vital role in preparing high-quality meals for our residents, ensuring their nutritional needs are met while providing exceptional dining...
-
Senior Cook
3 weeks ago
Glendale, Arizona, United States Thunderbird Senior Living Full timeSenior Cook Opportunity at Thunderbird Senior LivingWe are seeking a skilled Senior Cook to join our culinary team at Thunderbird Senior Living, a premier assisted living and memory care provider in the Western United States.Job SummaryThe Senior Cook will be responsible for preparing high-quality meals in accordance with food health and safety regulations,...
-
Senior Tax Accountant
3 weeks ago
Glendale, Arizona, United States R & T Services Group LLC Full timeJob OverviewAt R & T Services Group LLC, we are seeking an experienced Senior Tax Accountant to transition into the Tax Manager position. The current Tax Manager will remain involved, providing a perfect opportunity for a Senior Tax Accountant to grow into a managerial role.ResponsibilitiesPrepare and review tax returns to ensure accuracy and compliance with...
-
Insurance and Financial Services Professional
2 weeks ago
Glendale, Arizona, United States Brenda Espinoza - State Farm Agent Full timeJob OpportunityState Farm Insurance Agent Brenda Espinoza is seeking a motivated and career-oriented professional to join their team in Glendale, AZ.Key ResponsibilitiesDevelop and maintain customer relationships to promote State Farm products, including auto, home, and life insurance.Work with the agent to establish and meet marketing goals, identifying...
-
Financial Analyst
1 week ago
Glendale, Arizona, United States Consultative Search Group Full timeFinancial AnalystA large publicly traded REIT seeks a skilled Financial Analyst to join their acquisition team. The successful candidate will lead the company's analytical efforts related to development, redevelopment, and acquisition underwriting, transaction execution, and investment memorandum preparation.Key Responsibilities:Conduct ad hoc operational...