Financial Services Representative
19 hours ago
We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Ithink Financial. As a key member of our team, you will be responsible for delivering exceptional service to our members, identifying their financial needs, and providing solutions to meet those needs.
Key Responsibilities- Member Service: Welcome members to the Credit Union, provide excellent service, and identify member needs and financial solutions.
- Transaction Processing: Process accurate and timely account transactions and maintenance, including opening member and business accounts.
- Loan Origination: Originate consumer loan applications, collect necessary paperwork, and provide back-up to the teller function as needed.
- Problem-Solving: Solve problems based on the job's required skill level and multitask to complete daily work and other duties as assigned.
To be successful in this role, you will need a high school education level of language, math, and reasoning skills, and two years' experience in a related field. Higher level education and/or experience may result in advanced level placement. Training should focus on our policies, procedures, computer systems, and knowledge in our products and services.
Work EnvironmentThis role requires the ability to work in a fast-paced environment, handle multiple tasks simultaneously, and create moderate stress during certain periods. The job does not have specific volume and pace of work standards, but it requires that members be served in the timeliest manner possible.
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Financial Services Representative
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Palm Beach Gardens, Florida, United States Evershore Financial Group Full time{"h1": "Unlock Your Potential with Evershore Financial Group", "p": "Are you a motivated and ambitious financial professional looking for a new challenge? Do you want to work with a team that shares your passion for delivering exceptional client experiences?", "ul": ["We specialize in comprehensive wealth management solutions tailored to the unique needs of...
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Financial Services Representative
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Financial Services Representative
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Ormond Beach, Florida, United States Fairwinds Full time{"title": "Member Service Representative", "description": "**Financial Freedom for You and Your Community**At Fairwinds Credit Union, we're more than just a financial institution - we're a team of passionate individuals dedicated to helping our members achieve financial freedom. As a Member Service Representative, you'll play a vital role in providing...
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