Financial Services Specialist
4 days ago
Kirtland Federal Credit Union is a dynamic financial institution that values its employees' growth and development. We offer a competitive salary, excellent benefits package, and a vibrant work environment.
Job Description
We are seeking a Member Experience Specialist to join our team at the Paseo Branch in Albuquerque. As a key member of our team, you will be responsible for creating exceptional member experiences by developing and maintaining strong relationships with our members. Your primary duties will include:
- Assuming responsibility for effective and professional performance of member service functions
- Meeting with members to create and enhance member relationships
- Proactively analyzing member financial needs and presenting product or service options
- Completing account maintenance tasks such as check orders and debit cards
- Answering questions and solving problems for members by listening, collecting data, and offering solutions
You will also be responsible for processing teller transactions, placing holds in accordance with regulations and internal compliance expectations, and consulting with members regarding basic money management and financial matters.
Required Skills and Qualifications
To be successful in this role, you will need:
- Basic skills in identifying and assessing member needs; creating, building, and maintaining strong relationships gaining the members' trust
- Able to create and maintain strong relationships
- Strong analytical and financial skills
Additionally, we prefer candidates with prior sales experience, experience with IRA and other consumer deposit products, and proven member service skills.
Benefits
We offer a comprehensive benefits package, including:
- Medical, dental, and vision insurance
- 401(k) retirement savings program with employer match
- Paid time off with accrual starting from day one
- 11 paid holidays off during the year
- Tuition reimbursement for college degrees
- Employee clothing advance
- Fitness reimbursement program
- Employee assistance program
- Short- and long-term disability
- Travel assistance
Salary
The estimated annual salary for this position is $45,000 - $60,000 based on location and experience.
-
Financial Support Specialist
2 weeks ago
Albuquerque, New Mexico, United States First Financial CU Full timeAbout the JobWe are looking for a skilled Financial Support Specialist to join our team at First Financial CU. As a Financial Support Specialist, you will provide support to our members by answering their questions and resolving their issues in a timely and professional manner.The ideal candidate will have excellent communication and problem-solving skills,...
-
Financial Services Representative
1 week ago
Albuquerque, New Mexico, United States PNC Financial Services Group Full timeJob SummaryWe are seeking a highly skilled Financial Services Representative to join our team at PNC Financial Services Group. As a key member of our retail banking organization, you will play a critical role in providing exceptional customer service and support to our clients.About the RoleThis is a full-time opportunity based in Albuquerque, NM at our...
-
Financial Services Representative
4 days ago
Albuquerque, New Mexico, United States PNC Financial Services Group Full timeCompany OverviewPNC Financial Services Group is a leading provider of financial services, committed to delivering exceptional customer experiences. Our team is dedicated to helping individuals and businesses achieve their financial goals.Job DescriptionWe are seeking a Full-Time Teller to join our Retail Branch organization in Albuquerque, NM. As a key...
-
Financial Services Specialist
6 days ago
Albuquerque, New Mexico, United States Kirtland Federal Credit Union Full timeJob OverviewKirtland Federal Credit Union is a dynamic financial institution committed to helping its employees grow and advance in their careers. We offer a highly competitive salary, an excellent benefits package, and a vibrant work environment.We are seeking a skilled Member Experience Specialist to join our team at the Gibson Branch in Albuquerque. This...
-
Customer Experience Specialist
1 week ago
Albuquerque, New Mexico, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a Customer Experience Specialist to join our team in Albuquerque, NM. As a key member of our retail banking organization, you will play a critical role in delivering a unique customer experience aimed at improving financial wellbeing and creating loyalty while increasing share of wallet.About the...
-
Independent Financial Advisor Opportunity
1 week ago
Albuquerque, New Mexico, United States Prevender Financial Services, LLC Full timeRole SummaryWe are looking for a motivated and results-driven Independent Financial Advisor to join our team at Prevender Financial Services, LLC. As an advisor, you will be responsible for building and maintaining strong client relationships, providing personalized financial guidance, and helping clients achieve their long-term financial objectives.The...
-
Financial Services Agent
5 days ago
Albuquerque, New Mexico, United States Tubre Family Financial Full timeAt Tubre Family Financial, we empower you to excel as a life insurance sales agent. With an agency ownership program, leadership development opportunities, and incentive trips, you can boost your earnings and invest in your growth.As a remote sales representative, you'll have the flexibility to prioritize your family and personal life while working with over...
-
Financial Services Professional
6 days ago
Albuquerque, New Mexico, United States Specialized Trust Full timeAbout the RoleThis is an exciting opportunity for a financial services professional to join our boutique firm. As an alternative asset specialist, you will work closely with clients to understand their needs and provide guidance on investing in alternative assets like real estate, notes, mortgages, trust deeds, precious metals, FOREX, and more.The ideal...
-
Financial Collections Specialist
5 days ago
Albuquerque, New Mexico, United States Jobot Full timeJob Title: Financial Collections SpecialistAbout the Role:This dynamic and challenging role is integral to Jobot's finance department, with a direct impact on the company's financial health and success. As a highly-motivated Financial Collections Specialist, you will be responsible for managing all facets of accounts receivable, including billing,...
-
Financial Collector Specialist
1 week ago
Albuquerque, New Mexico, United States Jobot Full timeAbout the RoleAs a Financial Collector Specialist, you will play a critical role in driving our financial success by effectively managing accounts receivable processes. You will collaborate with the sales and customer service departments to resolve billing disputes and negotiate payment plans.Key responsibilities include preparing and presenting detailed...
-
Financial Management Specialist
4 weeks ago
Albuquerque, New Mexico, United States Keres Consulting Inc Full timeKeres Consulting, Inc. (Keres) is a Native American-owned small business actively seeking a qualified applicant for a Regular Full-Time, Non-Exempt position in financial management.The Financial Management Specialist will manage the Keres Group of Companies' accounting department, overseeing schedules and risks, preparing financial reports in accordance with...
-
Patient Financial Support Specialist
1 week ago
Albuquerque, New Mexico, United States Turning Point Recovery Center Full time**Financial Support Specialist Job Description**Turning Point Recovery Center is a leading addiction treatment center that provides comprehensive services to individuals struggling with substance abuse. We are seeking an experienced **Financial Support Specialist** to join our team and play a critical role in supporting our patients' financial needs.Key...
-
Financial Operations Specialist
4 weeks ago
Albuquerque, New Mexico, United States VIP Staffing Full timeFinancial Operations Specialist OpportunityA well-established company in Albuquerque is looking for a skilled Financial Operations Specialist to oversee its financial operations. This role involves various accounting functions, including month-end closing, accounts payable and receivable, payroll, inventory control, and fixed asset management.Key...
-
Financial Service Specialist
1 month ago
Albuquerque, New Mexico, United States Kirtland Federal Credit Union Full timeOverview">Kirtland Federal Credit Union is a dynamic financial institution dedicated to helping its employees learn, grow, and advance in their careers. We pride ourselves on offering a highly competitive salary, exceptional benefits package, and a vibrant work environment that fosters growth and development.About the Role">We are currently seeking an...
-
Client Financial Operations Specialist
7 days ago
Albuquerque, New Mexico, United States Turning Point Recovery Center Full timeAbout the RoleThe Client Financial Operations Specialist will play a critical role in ensuring the smooth operation of our finance department. This individual will be responsible for performing administrative tasks, managing client finances, and providing exceptional customer service.Duties and ResponsibilitiesManage client finances, including invoicing,...
-
Financial Services Specialist
4 weeks ago
Albuquerque, New Mexico, United States CNM Full timeCentral New Mexico Community College is seeking a skilled Financial Services Technician to join its Business Office, Cashiers Department. As a key member of our team, you will be responsible for providing exceptional customer service to constituents, processing payments, and maintaining the security of funds.About the RoleThe successful candidate will...
-
Financial Management Specialist
5 days ago
Albuquerque, New Mexico, United States Vip Staffing - zrnm Full timeWe are seeking a highly organized and detail-oriented Financial Management Specialist with extensive experience in managing financial records, accounts payable, accounts receivable, and purchase orders.Key Responsibilities:Accounts Payable (AP):Process vendor invoices and ensure timely payments.Reconcile vendor statements and resolve discrepancies...
-
Financial Operations Specialist
4 weeks ago
Albuquerque, New Mexico, United States Jobot Full timeJob OverviewWe are currently seeking a highly motivated and experienced Financial Operations Specialist to join our team. This exciting role is integral to our finance department, with a direct impact on the company's financial health and success.As a Financial Operations Specialist, you will be responsible for managing all facets of accounts receivable,...
-
Financial Solutions Specialist
1 week ago
Albuquerque, New Mexico, United States Johnson CPA & Associates LLC Full timeTax Solutions ProfessionalJohnson CPA & Associates LLC offers a unique opportunity to join their team as a Financial Solutions Specialist. This role involves preparing and reviewing complex multi-state tax returns, analyzing tax regulations, and providing expert guidance to clients.Responsibilities* Prepare and review tax returns for individuals,...
-
Financial Operations Specialist
4 weeks ago
Albuquerque, New Mexico, United States Brookline College Full timeAbout the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team at Brookline College.This is a full-time position with an estimated salary range of $45,000 - $60,000 per year, depending on experience and qualifications.Key ResponsibilitiesMonitor accounts receivable and initiate collections of outstanding invoices in a timely...