Financial Services Associate

6 days ago


Long Beach, California, United States LBS Financial Credit Union Full time
Job Summary

We are seeking a highly motivated and customer-focused Member Care Representative I to join our team at LBS Financial Credit Union. As a key member of our team, you will be responsible for delivering exceptional member service, providing product recommendations, and ensuring a positive member experience.

Key Responsibilities
  • Member Service: Provide personalized service to members, responding to their inquiries and resolving issues in a timely and professional manner.
  • Product Recommendations: Educate members on our products and services, identifying opportunities to meet their financial needs and goals.
  • Account Management: Manage member accounts, ensuring accurate and up-to-date information, and resolving any discrepancies or issues.
  • Team Collaboration: Work closely with colleagues to achieve team goals, share knowledge, and provide support as needed.
Requirements and Qualifications
  • Education: High school diploma or equivalent required.
  • Experience: 1 year of customer service experience preferred.
  • Skills: Excellent communication and interpersonal skills, ability to work in a fast-paced environment, and proficiency in Microsoft Office.
Benefits and Total Rewards
  • Aflac Group Plans: Comprehensive group insurance plans to protect your health and well-being.
  • Healthiest You Teladoc Services: Access to virtual healthcare services, including medical consultations and wellness coaching.
  • Employee Assistance Program: Confidential counseling services to support your mental health and well-being.
  • Accrued Time Off: Vacation and sick leave to recharge and relax.
  • Voluntary 401(k) and Roth(k): Retirement savings plans to secure your financial future.
  • Opportunity to qualify for fully funded Pension Plan: A defined benefit plan to provide a predictable income in retirement.
  • Rewards and Recognition Program: Recognition and rewards for outstanding performance and contributions to the team.
  • Educational Reimbursement: Assistance with education expenses to enhance your skills and knowledge.
  • Paid Volunteer hours: Opportunities to give back to your community and make a positive impact.
  • Loan discounts and free branch services: Exclusive benefits for LBS Financial Credit Union employees.
  • SmartDollar Financial Wellness benefit: Tools and resources to manage your finances and achieve financial stability.
  • Nationwide Pet Insurance: Comprehensive pet insurance to protect your furry friends.
  • Discount entertainment, movie tickets, travel, car rentals, and more: Exclusive discounts and perks for LBS Financial Credit Union employees.


  • Long Beach, California, United States LBS Financial Credit Union Full time

    Job SummaryLBS Financial Credit Union is seeking a highly skilled and experienced Financial Services Leader to join our team as an Assistant Branch Manager. This role is responsible for providing exceptional Member service and leading a team of financial professionals to achieve business objectives.Key ResponsibilitiesLeadership and Team Management: Provide...


  • Long Beach, California, United States Atlas Financial Services LLC Full time

    **Jr. Account Executive - Direct Sales Team**We are seeking a highly motivated and results-driven **Jr. Account Executive** to join our dynamic Direct Sales Team at Atlas Financial Services LLC. As a key member of our team, you will play a critical role in driving sales growth and building strong relationships with our clients.**Key...


  • Long Beach, California, United States Jobot Full time

    Join our dynamic and expanding accountancy firm, known for its presence in multiple regions. We are on a mission to grow our team significantly in the coming years, offering flexible work arrangements.Why consider a career with us? Attractive salary package with the potential for annual performance bonuses Extensive medical, dental, and vision insurance...


  • Long Beach, California, United States Jobot Full time

    Join our dynamic and expanding accountancy firm, dedicated to providing exceptional financial services. We are on a growth trajectory and are eager to welcome new talent to our team.Why consider a career with us? Attractive salary package with potential for annual performance bonuses Comprehensive health benefits including medical, dental, and vision...


  • Long Beach, California, United States LBS Financial Credit Union Full time

    Job SummaryLBS Financial Credit Union is seeking a highly skilled and customer-focused Member Care Representative I to join our team. As a Member Care Representative I, you will be responsible for delivering exceptional member service, providing product recommendations, and ensuring a positive member experience.Key ResponsibilitiesProvide exceptional member...


  • Long Beach, California, United States FirstBank Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at FirstBank. As a Financial Advisor, you will be responsible for providing personalized financial planning and investment advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesClient Acquisition and Relationship...

  • Financial Advisor

    2 weeks ago


    Long Beach, California, United States Farm Credit Services of America Full time

    Job DescriptionJob Overview: As a Financial Consultant with Farm Credit Services of America, you will be instrumental in guiding our clients towards their financial goals. Your role will involve delivering customized financial guidance and strategies that cater to their individual financial circumstances and future objectives. Core Responsibilities:Financial...

  • Financial Advisor

    2 weeks ago


    Long Beach, California, United States Farm Credit Services of America Full time

    Job DescriptionJob Overview: As a Financial Consultant with Farm Credit Services of America, you will be instrumental in guiding our clients towards achieving their financial goals. Your role will involve providing customized financial strategies and solutions that cater to their individual financial circumstances and future aspirations. Key...

  • Accountant II

    4 days ago


    Long Beach, California, United States California State University Full time

    Job SummaryWe are seeking a highly skilled and experienced Accountant II to join our team at California State University. The successful candidate will be responsible for performing professional accounting duties, analyzing complex accounting problems, and providing consultative services to supervisors in resolving accounting issues.Key...


  • Long Beach, California, United States LBS Financial Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Member Care Representative I to join our team at LBS Financial Credit Union. As a key member of our team, you will be responsible for delivering exceptional customer service, providing product recommendations, and ensuring a positive member experience.Key ResponsibilitiesMember Service: Provide...


  • Newport Beach, California, United States Raymond James Financial Full time

    Position OverviewWith over six decades of esteemed service in the Financial Services sector, Raymond James is on the lookout for a proactive Senior Client Service Associate. This role is essential in providing exceptional administrative assistance to Financial Advisors and clients, navigating a variety of platforms. The successful candidate will thrive in a...

  • Financial Specialist

    2 weeks ago


    Long Beach, California, United States Apartment Association of Orange County Full time

    Position Overview:We are seeking a skilled Accountant with a robust background in comprehensive accounting practices, particularly within a vibrant and evolving business environment.About Us:The Apartment Association of Orange County is a prominent organization dedicated to serving the multifaceted needs of the apartment industry. Our commitment to...


  • Long Beach, California, United States LBS Financial Credit Union Full time

    Job OverviewAre you skilled in providing exceptional customer support within a financial institution, particularly in credit unions or banks?We are seeking a Senior Member Service Specialist dedicated to ensuring a superior experience for both existing and prospective Members. This role is pivotal in delivering personalized service by consistently embodying...


  • Huntington Beach, California, United States UNIFY Financial Credit Union Full time

    Position Overview:As a Member Relationship Specialist at UNIFY Financial Credit Union, you will play a crucial role in assisting our members in managing their financial assets effectively.Your Impact:At UNIFY, we prioritize our members' needs and ensure that our team members are supported, as your success is vital to our collective achievements.Key...

  • Financial Specialist

    2 weeks ago


    Long Beach, California, United States WellnessMart,MD Full time

    Position OverviewAre you a skilled Accountant with comprehensive experience in full-cycle accounting seeking a new opportunity in a vibrant sector? Look no further. We are on the lookout for an accountant to become a vital part of our dynamic organization.WellnessMart,MD stands as a premier provider of pre-employment medical services, boasting over 50...

  • Financial Specialist

    2 weeks ago


    Long Beach, California, United States WellnessMart,MD Full time

    Job OverviewAre you a skilled Accountant with a strong background in comprehensive accounting practices? We are looking for a dedicated professional to contribute to our innovative healthcare organization.WellnessMart,MD is a prominent provider of pre-employment medical services, operating numerous retail locations across the country. We pride ourselves on...


  • Huntington Beach, California, United States UNIFY Financial Credit Union Full time

    Position Overview:As a Member Relations Specialist at UNIFY Financial Credit Union, you will play a crucial role in assisting our members in managing their financial resources effectively.Your Impact:At UNIFY, we prioritize our members' needs and strive to provide exceptional service. Our focus is not on profit margins but on ensuring our members receive the...


  • Long Beach, California, United States LBS Financial Credit Union Full time

    Job Description**Job Summary:**We are seeking a highly skilled and experienced Member Care Representative III to join our team at LBS Financial Credit Union. As a key member of our team, you will be responsible for delivering exceptional customer service to our members, providing personalized support, and ensuring a positive experience for all...


  • Long Beach, California, United States Jobot Full time

    About UsWe are a rapidly growing accounting firm established in the United States, with a strong presence in California and Nevada. Our company is expanding rapidly, with plans to add 60 new hires in the upcoming two years.Why Join Our TeamCompetitive pay and eligibility for an annual performance bonus.Comprehensive medical, dental, and vision insurance...


  • Long Beach, California, United States LBS Financial Credit Union Full time

    Job SummaryLBS Financial Credit Union is seeking a highly skilled and experienced Financial Services Leader to join our team as an Assistant Branch Manager. This role is responsible for providing exceptional Member service and leading a team of financial professionals to achieve business objectives.Key ResponsibilitiesLeadership and Team Management: Provide...