Financial Services Associate

7 days ago


Nashville, Tennessee, United States Cornerstone Financial Credit Union Full time
Benefits and Perks
As a Call Center Representative at Cornestone Financial Credit Union, you will enjoy a comprehensive benefits package, including medical, dental, and vision coverage. You will also have access to life insurance, disability insurance, and retirement savings plans. Additionally, you will receive paid time off, holidays, and flexible scheduling. Other perks include training opportunities, employee recognition programs, and community involvement initiatives.

Job Description:
This role involves handling incoming calls from members, addressing their concerns, and promoting credit union products and services. Key responsibilities include processing transactions, conducting loan interviews, and accurately identifying members prior to providing account information or performing requested transactions. You will also be responsible for maintaining detailed knowledge of all credit union fees, rates, products, current promotions, and procedures for conducting loan interviews and completing loan applications.

Requirements:
A minimum of a high school diploma or GED is required, along with at least three years of experience in a financial institution, preferably in a Teller/Universal Associate or customer service-related role. Loan processing experience is also desired. The successful candidate will possess excellent verbal and audio communication skills, as well as the ability to work independently with minimal supervision.

Estimated Salary:
$48,000 - $62,000 per year, based on industry standards and location.

  • Nashville, Tennessee, United States Cornerstone Financial Credit Union Full time

    Credit unions have long been a staple of community banking, offering personalized service and financial solutions tailored to meet the needs of their members. As a Call Center Representative at Cornerstone Financial Credit Union, you will be part of this tradition.Your primary responsibility will be to interact with our members via phone, responding to their...


  • Nashville, Tennessee, United States Cornerstone Financial Credit Union Full time

    Job OverviewCornerstone Financial Credit Union is a dynamic and growing financial institution seeking a highly motivated Call Center Representative to join our team. This role plays a crucial part in providing exceptional customer service, resolving member inquiries, and promoting credit union products and services.ResponsibilitiesAs a Call Center...


  • Nashville, Tennessee, United States PNC Financial Services Group Full time

    We are seeking a highly skilled Strategic Financial Partner to join our team at PNC Financial Services Group in Nashville, TN. As a key member of our Commercial Banking organization, you will be responsible for building and maintaining strong relationships with clients across various industries.Company OverviewPNC Financial Services Group is a leading...


  • Nashville, Tennessee, United States Cornerstone Financial Credit Union Full time

    Join Our Team as a Financial Services RepresentativeWe are seeking a highly skilled and enthusiastic individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service and assisting our members with their financial needs.Key Responsibilities:Process transactions,...

  • Sales Representative

    2 weeks ago


    Nashville, Tennessee, United States Symmetry Financial Group - Gary Uyemura Full time

    Job OverviewSymmetry Financial Group - Gary Uyemura is seeking a driven and ambitious Sales Representative to join our team. As a Sales Representative, you will have the opportunity to work with clients who are genuinely interested in our services, providing them with expert advice and guidance to help them achieve their financial goals.About UsWe are a...


  • Nashville, Tennessee, United States Bank of America Full time

    We are seeking a highly skilled Financial Center Associate to join our team at the Bank of America Financial Center in Nashville, Tennessee. As a key member of our team, you will play a critical role in delivering exceptional client experiences and building strong relationships with our customers.Your primary responsibilities will include engaging clients in...


  • Nashville, Tennessee, United States Community Choice Financial Family of Brands Full time

    Company OverviewThe Community Choice Financial Family of Brands has been a trusted loan company for over 25 years, operating across 12 states. Our products and services have evolved to meet the needs of more than 10 million people in our stores, over the phone, and as an online lender.Job DescriptionWe are seeking an experienced General Manager to oversee...


  • Nashville, Tennessee, United States Aramark Full time

    About the RoleWe are seeking a skilled Financial Services Coordinator to join our team. In this role, you will provide accounting and financial advisory support to our Business Services Center.Key ResponsibilitiesMonitor and support the business by assisting in the monthly close process.Perform accounting and clerical functions to support the Business...


  • Nashville, Tennessee, United States Cornerstone Financial Credit Union Full time

    We are seeking a highly motivated Call Center Representative to join our team at Cornerstone Financial Credit Union. As a representative, you will be responsible for handling member inquiries, resolving issues, and promoting our products and services.Your duties will include answering phone calls, responding to emails, and conducting loan interviews. You...


  • Nashville, Tennessee, United States Bank of America Full time

    Job SummaryWe are seeking a highly motivated Financial Services Professional to join our team at Bank of America. As a key member of our financial center, you will be responsible for engaging clients in the lobby, educating them on self-service resources, and assisting with transactions. This is an excellent opportunity for someone who is passionate about...


  • Nashville, Tennessee, United States Advisor Employee Services Full time

    About the RoleWe are seeking a highly skilled Scheduling Specialist to join our team at Advisor Employee Services, a consulting firm specializing in hiring top talent for financial advisors across the United States.Key ResponsibilitiesMake outbound calls and schedule appointments with prospective clientsDevelop and implement effective contact strategies to...


  • Nashville, Tennessee, United States Advance Financial Full time

    Are you looking for a challenging and rewarding career opportunity? Look no further than Advance Financial's Customer Service Representative role!We offer a dynamic work environment with a focus on innovation and customer satisfaction. As a key member of our team, you'll be responsible for providing top-notch customer service, addressing customer concerns,...


  • Nashville, Tennessee, United States Creative Financial Staffing Full time

    The Creative Financial Staffing team is excited to announce an opportunity for a highly skilled Financial Operations Manager to join our client, a leading service organization in Tennessee. This role offers the chance to utilize your skills and experience in accounting, finance, and operations to drive business success.We are seeking a dedicated professional...


  • Nashville, Tennessee, United States Creative Financial Staffing Full time

    About the RoleCreative Financial Staffing is seeking a highly organized and detail-oriented Senior Accounts Payable Clerk to join their team. As an AP Specialist, you will be responsible for performing various tasks including some bookkeeping and reconciliation duties.Key Responsibilities:Bookkeeping and Reconciliation Tasks: Prepare and process accounts...


  • Nashville, Tennessee, United States Community Choice Financial Family of Brands Full time

    About Us">At Community Choice Financial Family of Brands, we're a trusted ally for hard-working customers seeking quick and reliable financial solutions. As a leading provider of short-term financial services, we've helped over 10 million people get access to the tools they need to get their finances back on track.">Job Description:">">We're looking for a...


  • Nashville, Tennessee, United States TEN Credit Union Full time

    The TEN Credit Union is seeking a skilled professional to join their team as a Customer Financial Solutions Specialist.As a key member of the Bellevue Branch, you will play a vital role in promoting financial wellness through personalized service and cross-selling products. This position requires exceptional customer service skills, with a focus on...


  • Nashville, Tennessee, United States Gallagher Re Full time

    We are seeking a highly skilled Financial Services Account Manager to join our team at Gallagher Re, the trailblazers of the reinsurance world.As a Financial Services Account Manager, you will be responsible for managing an assigned book of business and strengthening relationships with existing clients. Your primary focus will be on account management, which...


  • Nashville, Tennessee, United States Advance Financial Full time

    At Advance Financial, we are seeking a highly motivated Customer Service Ambassador to join our team. This is a fantastic opportunity for someone who is passionate about delivering exceptional customer experiences and making a positive impact on the lives of others.The estimated annual salary for this position is $ $$48,000 - 60,000$$, depending on...


  • Nashville, Tennessee, United States The Hahnlen Agency Full time

    Job OverviewWe are seeking a highly motivated Financial Services Representative to join our team at The Hahnlen Agency. As a key member of our sales team, you will play a vital role in expanding our operations across the United States. This is a 1099/commission-based position that offers unparalleled opportunities for growth and success.CompensationOur...


  • Nashville, Tennessee, United States Advance Financial Full time

    At Advance Financial, we're seeking a talented Customer Service Representative to join our team. As a key member of our support staff, you'll be responsible for providing exceptional customer service, addressing customer inquiries, and resolving issues in a timely and professional manner.We offer a competitive salary of $16-$24 per hour, with opportunities...