Financial Services Representative

Job Description:We are seeking a highly skilled and experienced PLS FINANCIAL SERVICES REPRESENTATIVE to join our team. As the primary point-of-contact with our customers, you will be accountable for delivering superior customer service and selling company products and services.About the Role:This is a dynamic and challenging role that requires strong...

Job SummaryWe are seeking a skilled Customer Service Representative to join our team at PNC Financial Services Group. As a Customer Service Representative, you will be responsible for delivering exceptional customer service, processing banking transactions, and educating customers on new technology.About the RoleThis is a full-time position based in Tucson,...

About the JobAs a Store Service Representative at PLS Financial Services, Inc., you will play a critical role in delivering excellent customer service and achieving sales targets.ResponsibilitiesMain Responsibilities:Develop and maintain relationships with existing customers

Pima Federal Credit Union of Tucson, AZ is seeking a full-time Financial Services Representative. We offer a competitive salary of $43,000 - $60,000 per year, depending on experience.The ideal candidate will have a strong work ethic, a positive outlook, and share in our credit union philosophy of 'people helping people.' They will also have financial...

Are you a driven individual looking to succeed in the financial services industry? Do you want to make a meaningful impact on people's lives by helping them protect their homes and financial futures?We are seeking a Financial Services Representative to join our Mortgage Protection team at Henrie Agency. As a representative, you will be responsible...

About the Role: We are seeking a highly motivated Financial Service Representative to join our team at Pima Federal Credit Union. In this role, you will be responsible for providing exceptional customer service to our members, promoting financial products and services, and achieving individual and team sales goals. As a Financial Service Representative, you...

Pima Federal Credit Union, a leading financial institution in Tucson, is seeking a full-time representative to join our team at the Pantano branch.About the RoleThis is an excellent opportunity for individuals with a strong work ethic and passion for helping others. As a Financial Services Representative, you will be the face of our credit union, responsible...

About the RoleWe are seeking a highly skilled Financial Services Representative to join our team at Pima Federal Credit Union. As a key member of our branch staff, you will be responsible for providing exceptional customer service, promoting financial products and services, and ensuring seamless banking transactions.

Member Service Representative Job DescriptionIn this role, you will be responsible for providing top-notch customer service to our members, processing transactions, opening and closing accounts, and solving problems in a timely and efficient manner.Key Responsibilities:Deliver exceptional customer service through multiple channels, including phone, email,...

Key ResponsibilitiesAs a Senior CFP Financial Advisor, you will be responsible for:Meeting with clients and prospects to understand their financial goals and objectives;Analyzing client data to identify areas for improvement and develop personalized financial plans;Presenting financial plans to clients and addressing any questions or concerns they may...

Salary: $80,000 - $150,000 per year, based on experience and current client base.Job ResponsibilitiesMeet with clients and prospects to understand their current circumstances and goals.Analyze the information presented by the client or prospect to determine how we may be able to help.Develop and present a plan to help optimize their current financial...

About the RoleThis is an exciting opportunity to join our team as a Patient Financial Services Representative at a reputable hospital system in Tucson, AZ. As a key member of our team, you'll play a critical role in ensuring the timely and accurate billing of patient accounts.Key ResponsibilitiesBilling and collections of patient accountsPreparing and...

About the RoleWe are seeking a highly skilled Senior Financial Planner to join our team at Tocco Financial Services Inc. Based on experience and current client base, the estimated salary for this position is $120,000 - $200,000 per year.The successful candidate will be responsible for meeting with clients and prospects to understand their financial goals and...

About Pima Federal Credit Union:We are a not-for-profit financial cooperative that has been serving our community since 1951. Our mission is to provide the highest possible value to our membership in the simplest way. We are proud to be an Arizona Daily Star Reader's Choice winner and offer a unique work environment where you can make a real difference in...

About the RoleWe are seeking a Senior CFP Financial Advisor to join our team at Tocco Financial Services Inc. The ideal candidate will have extensive experience in financial planning and a strong desire to mentor and lead a team.The Senior CFP Advisor will be responsible for meeting with clients and prospects, analyzing their financial situations, and...

About this role:This Member Service Representative position plays a critical part in our credit union's mission to deliver exceptional service to our members. The ideal candidate will be passionate about building relationships, promoting financial products, and creating value for our members. If you have a strong work ethic, excellent communication skills,...

Job OverviewTocco Financial Services Inc is a rapidly growing, independent financial planning firm. We utilize the services of LPL Financial, the largest independent broker/dealer in the nation.We remain in the top 0.5% of all LPL affiliated firms year after year, placing us in LPL's premier Executive Council.We achieve this level of success by cultivating a...

Job OverviewTocco Financial Services Inc, a rapidly growing independent financial planning firm, is seeking an experienced Senior CFP Financial Advisor to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance to clients and contributing to the growth and success of our company.This position offers...

Job Summary:We are seeking a motivated Patient Financial Representative to join our team. As a key member of our revenue cycle team, you will be responsible for billing and collections of patient accounts, as well as resolving any issues that may arise. This is a full-time, direct-hire opportunity with a competitive salary range of $18.00 - $22.00 per hour,...

Job SummaryTo assist members and potential members with their financial needs, including explaining services that meet their requirements, setting up new accounts, addressing problems, directing them to the appropriate personnel, and preparing loan documents. This role may involve lending authority as assigned.Key ResponsibilitiesAssist members with account...