Financial Services Representative
6 days ago
We are seeking a highly skilled Financial Services Representative to join our team. As a key member of our staff, you will provide exceptional service to our members by serving as a consultant on deposit and loan transactions, resolving issues accurately and in a timely manner, and identifying members' needs for Credit Union products and services.
Duties include:
- Processing various types of transactions, including cash and non-cash deposits, withdrawals, loan payments, transfers, cash advances, cashier's checks, savings bonds, IRA deposits, CD withdrawals, etc.
- Servicing member accounts by preparing necessary paperwork for wire transfers, processing stop payment requests, direct deposit payroll request forms, new/lost/stolen cards, check orders, temporary checks, and assisting with Online Banking setup.
- Maintaining awareness of all current promotions or campaigns and discussing basic features and benefits of all credit union products and services.
- Maximizing every member contact as an opportunity to identify what Credit Union products and services would be beneficial to them and making appropriate referrals.
- Serving as a lobby leader and directing walk-in members to the appropriate information source to ensure maximum lobby efficiency and minimize member waiting time.
- Traveling throughout the branch network to provide staffing assistance at all branch locations when necessary.
Our ideal candidate has 1 year of experience in cash handling and customer service, preferably in a banking environment. We offer a competitive salary of $15.01 per hour, plus a range of benefits including 401(k) matching, dental insurance, employee assistance program, employee discount, health insurance, life insurance, paid time off, retirement plan, tuition reimbursement, and vision insurance.
-
Financial Service Representative
7 days ago
Miami, Florida, United States TTS Financial Full timeJob OverviewTTS Financial is seeking a qualified Cash Handling Specialist to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service while handling cash transactions with accuracy and efficiency.
-
Financial Services Representative
2 weeks ago
Miami, Florida, United States Educational Federal Credit Union Full timeAre you passionate about providing exceptional customer service? Do you have a knack for understanding complex financial products and services? We are seeking a highly motivated and experienced Financial Services Representative to join our team!Job SummaryWe are looking for a detail-oriented individual with excellent communication skills to serve as a...
-
Financial Services Representative
6 days ago
Miami, Florida, United States Sun West Mortgage-Since 1980 Full timeJob Title: Financial Services RepresentativeJob SummaryWe are seeking a skilled Financial Services Representative to join our team at Sun West Mortgage Company, Inc. The successful candidate will have experience in financial analysis and planning.About UsSun West Mortgage Company, Inc. is an Equal Opportunity Employer that values diversity and inclusion. We...
-
Financial Services Representative
4 days ago
Miami Gardens, Florida, United States Educational Federal Credit Union Full timeJob Summary:Credit Union Member Advisor I serves as a consultant to members on deposit and loan transactions, resolving issues accurately and effectively identifying member needs.About Us:Educational Federal Credit Union provides quality financial services to the South Florida educational community since 1935.Key Responsibilities:Processes various types of...
-
Financial Services Representative
6 days ago
Miami, Florida, United States Educational Federal Credit Union Full timeAbout the RoleThe successful candidate will have 1-2 years of experience in customer service or financial services and an associate's degree or equivalent. As a Financial Services Representative, you will be responsible for reviewing daily deployment schedules, processing various transactions, and providing members with access to safe deposit boxes. You will...
-
Financial Services Representative
3 days ago
Miami, Florida, United States Educational Federal Credit Union Full timeJob OverviewWe are seeking a skilled Financial Services Representative to join our team at the Educational Federal Credit Union. As a key member of our team, you will provide exceptional service to our members by offering expert advice on deposit and loan transactions.The ideal candidate will have a strong background in customer service, with experience in...
-
Financial Services Representative
2 weeks ago
Miami, Florida, United States Seacoast Bank Full timeAbout Seacoast BankWe are a leading financial institution dedicated to providing exceptional customer service and innovative financial solutions. Our team of experts is committed to helping individuals and businesses achieve their financial goals.Job DescriptionWe are seeking a talented and ambitious Financial Services Representative to join our team. As a...
-
Financial Services Representative
4 days ago
Miami, Florida, United States Quality Mortgage Solutions Llc Full timeLoan Originator RoleWe are looking for a Financial Services Representative to join our team at Quality Mortgage Solutions Llc. As a key member of our financial services department, you will play a critical role in evaluating and approving real estate and commercial loans.Key Accountabilities:Evaluate borrowers' creditworthiness and determine loan...
-
Financial Services Representative
4 weeks ago
Palm Beach Gardens, Florida, United States Lisa Swinson - State Farm Agent Full timeCompany OverviewLisa Swinson - State Farm Agent is a dynamic organization seeking a qualified professional to join their team as a Financial Services Representative.
-
Financial Services Representative
7 days ago
Miami, Florida, United States Rosillo & Associates, PA Full timeBookkeeper and Customer Service PositionWe are seeking a highly motivated and detail-oriented individual to fill the role of Bookkeeper and Customer Service Representative at Rosillo & Associates. In this position, you will be responsible for performing bookkeeping tasks, providing exceptional customer service, and assisting with administrative duties in our...
-
Financial Services Representative
4 weeks ago
Miami, Florida, United States Globe Life AIL: Ron Rentner Full timeJob OverviewGlobe Life AIL is seeking a results-driven Financial Services Representative to join our team in Florida or remotely.This role involves proactively engaging with prospective customers to sell life insurance products and services from home.Key ResponsibilitiesPromote and sell life insurance solutions - Effectively present product features and...
-
Financial Services Representative
2 days ago
Miami, Florida, United States Lumina Financial Solutions Full timeCompensation and BenefitsThe estimated annual salary for this position is $75,000 - $150,000, with the potential to earn up to $7,000 in cash bonuses and an all-expense-paid trip worth $8,000 within the first 90 days. We also provide best-in-class training and onboarding, national and regional trainings, opportunity for advancement, and 100% remote work if...
-
Financial Services Advisor
4 days ago
Miami Gardens, Florida, United States Educational Federal Credit Union Full timeJob SummaryWe are seeking a highly skilled Financial Services Advisor to join our team at Educational Federal Credit Union. As a key member of our team, you will provide exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries.In this role, you will be responsible for resolving member...
-
Financial Recovery Representative
4 weeks ago
Miami, Florida, United States Kelly Tractor CAT Full timeJob SummaryWe are seeking a highly skilled Financial Recovery Representative to join our team at Kelly Tractor CAT.This role involves working closely with customers to resolve overdue accounts while maintaining customer goodwill.About the RoleThe ideal candidate will have excellent customer service and negotiation skills, as well as the ability to...
-
Financial Career Starter
3 weeks ago
Miami Gardens, Florida, United States Mutual of Omaha Full timeWe are seeking passionate individuals to join our dynamic Accelerator Program, a comprehensive trainee experience designed to set you up for long-term success.Company OverviewMutual of Omaha is a renowned leader in the financial services industry, committed to delivering exceptional results and creating opportunities for growth.Compensation PackageYou will...
-
Member Service Representative
4 days ago
Miami Gardens, Florida, United States Educational Federal Credit Union Full timeJob OverviewThe Member Service Representative provides exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries, resolving member issues accurately and in a timely manner.We encourage you to view and apply directly at edfed.org/careers
-
Financial Career Starter
4 weeks ago
Miami Gardens, Florida, United States Mutual of Omaha Full timeWe're seeking driven individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable financial practice.As a Financial Representative Trainee, you'll embark on a dynamic program that includes...
-
Service Excellence Representative
1 day ago
Miami Gardens, Florida, United States Signature Aviation Full timeWhy Join Us: At Signature Aviation, we're committed to delivering outstanding service to our customers. As a Customer Service Representative, you will have the opportunity to make a real difference in our customers' lives, while also developing your skills and knowledge in a dynamic and supportive environment.Responsibilities: Respond to customer inquiries...
-
Customer Service Representative
2 weeks ago
Miami Gardens, Florida, United States Wal-Mart Stores , Inc. Full timeJob Title: Customer Service RepresentativeLocation: MIAMI GARDENS, FLCompany Overview: As a Customer Service Representative at Wal-Mart Stores , Inc., you will play a vital role in ensuring that our customers receive exceptional service. You will be the first point of contact for many customers, and your positive attitude and excellent communication skills...
-
Internal Audit Specialist
3 weeks ago
Miami, Florida, United States Creative Financial Staffing Full timeJob Summary:We are seeking a highly motivated and detail-oriented Internal Audit Specialist to join our team at Creative Financial Staffing. As an Internal Audit Specialist, you will play a critical role in ensuring the effectiveness of our internal controls and risk management processes.About the Role:This is a fantastic opportunity for someone looking to...