Financial Services Representative

About the RoleiTHINK Financial is seeking a highly skilled and detail-oriented Financial Services Representative to join our team. As a key member of our financial services department, you will be responsible for providing excellent customer service and assisting members with their financial needs.Key Responsibilities:Providing exceptional customer service...

Customer Service RoleThis role involves working directly with customers, understanding their financial needs, and providing personalized banking services. You will educate customers on new technologies and develop banking product referral opportunities through strong customer relationships skills.As a Customer Service Representative, you will work in a...

Company OverviewPNC Financial Services Group is a leading financial institution dedicated to delivering exceptional customer experiences and fostering an inclusive workplace culture.

Overall Function The Associate Financial Representative (AFR) specializes in client service and supporting the financial representative as he/she focuses on building his/her practice and client relationships. An AFR also ensures the continuation of an efficient, effective and organized office. This individual is a liaison between the network office and home...

About Our Culture:">At Alex Schaeffer - State Farm Agent, we value teamwork, innovation, and customer satisfaction. We are committed to creating a positive work environment where our employees feel valued and empowered to succeed.">Job Role:">This role is a great opportunity to join our team as a Customer Relations Representative. As a key member of our...

Key ResponsibilitiesAs a Teller, you will be responsible for:Providing Excellent Customer Service: Deliver personalized experiences that exceed customer expectations, building loyalty and trust.Managing Cash Handling: Accurately process transactions, maintain accurate records, and ensure compliance with cash handling policies and procedures.Identifying...

**Job Description**We are seeking a skilled Financial Services Representative to join our team. In this role, you will be responsible for reviewing, validating, and processing customer transactions with accuracy.You will also work closely with our Store Operations team to ensure that our store is running smoothly and efficiently, and that our customers have...

Primary Function: Perform a variety of specialized Mortgage Servicing and Administrative Duties. Provide accurate payoff quotes for all first and second mortgage loans. Process all payoff funds received via check or wire transfer. Actively participate in Mortgage Servicing Call Center queue. Explain and refer Credit Union products and services. Complete...

Primary Function: Perform a variety of specialized Mortgage Servicing and Administrative Duties. Provide accurate payoff quotes for all first and second mortgage loans. Process all payoff funds received via check or wire transfer. Actively participate in Mortgage Servicing Call Center queue. Explain and refer Credit Union products and services. Complete...

**Job Overview:**We are seeking a highly skilled Universal Banker to join our team at Truist Financial Corporation. As a key member of our banking operations, you will play a crucial role in delivering exceptional client service and ensuring the timely and efficient completion of client transactions.**Key Responsibilities:**Provide accurate and detailed...

Job Description:\The Financial Services Representative at Wells Fargo is responsible for building relationships with customers and identifying opportunities to provide tailored financial solutions. This role requires excellent communication skills, a deep understanding of financial products, and a commitment to delivering exceptional customer...

About the RoleWe are seeking an experienced Financial Services Representative to join our team at Synovus. As a key member of our banking operations, you will be responsible for delivering exceptional customer service and sales experiences to our valued clients.In this role, you will execute a variety of customer transactions with accuracy and efficiency...

About the RoleWe are seeking a detail-oriented and customer-focused Member Success Advocate to join our team. In this role, you will be responsible for greeting members, representing the credit union in a courteous and professional manner, providing prompt, efficient, and accurate services as needed.You will be expected to maintain sales and service...

Job DescriptionThe Financial Services Representative role at JM Family Enterprises involves providing exceptional service to members in a branch environment. Key responsibilities include greeting and welcoming members, processing transactions, and maintaining accurate records. You will also have the opportunity to develop your skills and knowledge of our...

About ServisFirst Bancshares">ServisFirst Bancshares is a forward-thinking financial services company that is committed to delivering innovative banking solutions to our clients.">Job Description">We are seeking a highly skilled Client Services Representative to join our team. As a Client Services Representative, you will be responsible for providing...

About the RoleThe Financial Services Director will be responsible for driving sales and revenue growth, improving customer satisfaction, and enhancing operational efficiency. The successful candidate will lead a team of financial services professionals and develop strategies to achieve business objectives.Key responsibilities include providing expert...

Join Our TeamWe are seeking a Client Services Representative to join our team at SCI Shared Resources LLC. As a Client Services Representative, you will be responsible for providing exceptional customer service to clients and their families, while also maintaining the day-to-day operations of our office.Responsibilities:Provide exceptional customer service...

About the OpportunityThis exciting opportunity allows you to join a dynamic team of financial professionals who are passionate about delivering exceptional service and support to our customers. As a Retail Personal Banker I, you will have the chance to build strong relationships with customers and provide personalized solutions to meet their financial...

It's a great time to join AAA The Auto Club Group JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time Exempt/Non Exempt: Hourly Job Description: A DAY IN THE LIFE of a Branch Customer Service Representative The Auto Club Group is seeking prospective Branch Customer Service Representatives who can promote ACG products and services,...

We're seeking a Client Service Representative to join our team at Service Corporation International. As a Client Service Representative, you will play a critical role in ensuring the satisfaction of our clients and their families.About the Role:This role is ideal for someone who is passionate about delivering exceptional customer service and has excellent...