Financial Services Representative

6 days ago


Lawrenceville, Georgia, United States Oceanic Solutions Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Financial Services Representative. As a key member of our team, you will play a crucial role in providing tailored financing solutions to our clients.

Key Responsibilities
  • Understand clients' individual financing needs and create customized offers that meet their requirements.
  • Act as the main point of contact between clients and banks, ensuring seamless communication and a positive experience.
  • Utilize your sales and consulting skills to contribute to our position as a market leader.
  • Work closely with clients to understand their financial goals and provide expert advice on financing options.
Requirements

To be successful in this role, you will need:

  • A background in business, such as a bank clerk, bank specialist, or real estate agent.
  • Previous sales experience and a strong focus on customer service and orientation.
  • Excellent communication skills, with the ability to effectively communicate complex information in a clear and understandable way.
What We Offer

As a member of our team, you will have the opportunity to work in a dynamic and supportive environment, where you can grow and develop your skills. We offer a competitive salary and benefits package, as well as opportunities for professional development and advancement.



  • Lawrenceville, Georgia, United States PFS Investments Full time

    Join a Leading Financial Services Marketing FirmWe are looking for driven and entrepreneurial individuals to become part of our team as Independent Representatives for PFS Investments. In this role, you will have the opportunity to promote and sell a range of financial products and services, assisting clients in achieving their financial aspirations.What We...


  • Lawrenceville, Georgia, United States PRT Financial Full time

    PRT Financial is a financial services brokerage focused on assisting seniors with their final expense life insurance needs.**Key Responsibilities:**Meet with clients face-to-face to deliver information on the services offered by PRT Financial.Review current coverage and make recommendations based on the client's potential needs or wishes.Manage the needs of...


  • Lawrenceville, Georgia, United States Fifth Third Bank, N.A. Full time

    About the RoleWe are seeking a highly skilled and experienced Customer Service Representative Lead to join our team at Fifth Third Bank, N.A. in Lawrenceville, Georgia.Key ResponsibilitiesCustomer Experience: Deepen relationships with customers by listening to their needs, asking questions, and guiding them to meet their financial goals.Provide Follow-up:...


  • Lawrenceville, Georgia, United States Fifth Third Bank, N.A. Full time

    About the RoleFifth Third Bank, N.A. is seeking a highly skilled and experienced Customer Service Representative Lead to join our team. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service, leading by example, and driving business results.Key ResponsibilitiesCustomer Experience: Deepen relationships...


  • Lawrenceville, Georgia, United States Alex Etuk - State Farm Agent Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, identifying their needs, and providing them with tailored solutions to meet those needs.Key...


  • Lawrenceville, Georgia, United States PFS Investments Full time

    Join a Leading Independent Financial Services FirmWe are proud to represent one of the largest independent financial services marketing firms in North America.Compensation Structure:• 100% commission-based earnings with a generous training bonus.• Enjoy a flexible schedule, starting part-time and transitioning to full-time as you desire.• Monthly...


  • Lawrenceville, Georgia, United States Alex Etuk - State Farm Agent Full time

    Customer Relations RepresentativeAre you a people person with a passion for building strong relationships? Do you enjoy working with customers to understand their needs and provide solutions? If so, we may have the perfect opportunity for you!Key Responsibilities:Establish and maintain strong customer relationships through regular communication and...


  • Lawrenceville, Georgia, United States Renasant Full time

    Job SummaryWe are seeking a highly skilled and experienced Customer Experience Specialist to join our team at Renasant Bank. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, handling customer inquiries, and resolving issues in a timely and professional manner.Key...


  • Lawrenceville, Georgia, United States Fifth Third Bank, N.A. Full time

    Job Summary:Fifth Third Bank, N.A. is seeking a highly motivated and customer-focused Customer Service Representative to join our team in Lawrenceville, Georgia. As a key member of our financial center team, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth.Key Responsibilities:Customer...


  • Lawrenceville, Georgia, United States Domino's Pizza LLC Full time

    Join Our Team as a Customer Service RepresentativeWe are seeking a highly motivated and enthusiastic Customer Service Representative to join our team at Domino's Pizza LLC. As a Customer Service Representative, you will be the face of our brand, providing exceptional customer service and ensuring that our customers have a positive experience with our...


  • Lawrenceville, Georgia, United States Daikin Full time

    Customer Service Representative at DaikinWe are seeking a skilled Customer Service Representative to join our team at Daikin. As a key member of our customer support team, you will be responsible for providing exceptional service to our internal and external customers.Key Responsibilities:Respond to customer inquiries via phone, email, or instant...


  • Lawrenceville, Georgia, United States Daikin Full time

    Customer Service Representative at DaikinWe are seeking a skilled Customer Service Representative to join our team at Daikin. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our internal and external customers.Key Responsibilities:Respond to customer inquiries via phone, email, or instant...


  • Lawrenceville, Georgia, United States Public Storage Full time

    {"h1": "Customer Service Representative - Self Storage Mgr", "p": "At Public Storage, we are committed to providing exceptional customer service and creating a positive experience for our customers. As a Customer Service Representative, you will be the face of our company, interacting with customers daily to understand their storage needs and provide...


  • Lawrenceville, Georgia, United States M3 Full time

    The Senior Financial Analyst will collaborate closely with the Chief Financial Officer to provide support to the executive management team by delivering insights and financial guidance that empower informed business decisions for M3. This position is vital in driving the company towards its financial objectives. Key Responsibilities:The responsibilities...


  • Lawrenceville, Georgia, United States Classic Collision Inc Full time

    Customer Service RepresentativeClassic Collision Inc is seeking a highly skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be the first point of contact for our customers, providing exceptional service and support throughout the repair process.Responsibilities:Explain and educate customers on the repair...


  • Lawrenceville, Georgia, United States Yaknia Full time

    Job Title: Customer Service RepresentativeAt Yaknia, we are seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving their queries and concerns in a timely and professional manner.Key...


  • Lawrenceville, Georgia, United States Nixon Power Services Full time

    Job DescriptionNixon Power Services, a leading distributor of Kohler Power generators, is seeking a dynamic and proactive individual to join their team as a Service Sales Manager. This role can be based at any of their Nixon locations. As a Service Sales Manager, you will be responsible for leading a team of Service Sales Representatives across multiple...


  • Lawrenceville, Georgia, United States Southeast Primary Care Partners Full time

    About Southeast Primary Care PartnersWe are a leading healthcare provider and employer of choice in the Southeast region, dedicated to delivering exceptional patient care and fostering a collaborative work environment. Our mission is to provide high-quality healthcare services that improve the lives of our patients and communities.Job SummaryThe Patient...


  • Lawrenceville, Georgia, United States Rug Doctor Full time

    Job Title: Area Service RepresentativeJob Summary:We are seeking a highly motivated and customer-focused Area Service Representative to join our team at Rug Doctor. As a key member of our operations team, you will be responsible for delivering products and providing route delivery and equipment service to existing accounts in Lawrenceville, GA, and the...


  • Lawrenceville, Georgia, United States Tekni-Plex Full time

    About Tekni-PlexTekni-Plex is a leading global company providing innovative solutions through material science and manufacturing technologies. Our solutions are found in some of the most well-known names in the Healthcare, Pharmaceutical, Personal Care, Household and Food & Beverage markets.We transform ideas into products that improve everyday life.About...