Financial Services Professional
6 days ago
**About the Role:** As a Financial Solutions Advisor, you will be the first point of contact for walk-in members. You will provide a warm welcome, assist members with financial transactions, and help them navigate our products and services to achieve their financial goals. Your expertise will enable you to advise members on how to best utilize our credit union offerings and provide top-notch customer service.
**Responsibilities:*** Provide efficient, accurate, and professional financial transactions for members, including daily needs such as cashing checks, withdrawing funds, and loan payments.* Assist members in opening new accounts, processing necessary information, and educating them on available services and products.* Answer loan-related questions, identify member needs, and cross-sell related loan services, take applications, and assist with the loan origination process.* Help members with deposit-related questions, identify needs, and cross-sell deposit products and services, and assist with account servicing.* Perform various customer services, including opening/closing Shared Certificates, maintaining Safe Deposit Boxes, assisting with checkbooks, processing credit card/loan applications, managing outgoing wires, solving fraud issues, notarizing documents, closing accounts, etc.* Use every member interaction as an opportunity to advise on additional services or programs that might benefit them.* Set up auto transfers and sign up members for ACH transfers and wires.
**Requirements:*** 2-5 years of similar or related experience, including time spent in preparatory positions.* High school degree or GED required.* Excellent interpersonal skills, courtesy, tact, and diplomacy are essential elements of the job.* Ability to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 25 lbs.* Must be capable of climbing/descending stairs in emergency situations.* Regular, reliable, and timely attendance is mandatory.* Strong ability to read and carry out written instructions, follow oral instructions, speak clearly, and deliver information in a logical and understandable sequence.* Basic financial calculations with accuracy are expected.* Capability of dealing calmly and professionally with numerous different personalities from diverse cultures.* Exercising highest levels of discretion on confidential matters is required.
**What We Offer:*** Competitive salary range: $17.27 (USD) hourly onwards* Opportunities for growth and development within a dynamic organization* Collaborative and supportive team environment* Comprehensive training program to enhance your skills and knowledge* Recognition and rewards for outstanding performance* Flexible scheduling to accommodate your needs
**How to Apply:** If you're a motivated individual with excellent communication skills and a passion for delivering exceptional member service, we encourage you to apply for this exciting opportunity.
-
Financial Services Professional
7 days ago
Greenville, South Carolina, United States Bankers Life Full timeWe are seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives at Bankers Life.As a Financial Services Professional with Bankers Life, you will have the opportunity to build relationships with clients, provide guidance and solutions to help them achieve their financial goals, and grow your career in a supportive and...
-
Strategic Financial Solutions Expert
2 days ago
Greenville, North Carolina, United States PNC Financial Services Group Full timePNC Financial Services Group is seeking an experienced Investment Advisor to join our team. The ideal candidate will have a strong background in financial planning and a passion for delivering exceptional client experiences.About the Role:This is a fantastic opportunity to work with a highly collaborative circuit of branches, managing an assigned book of...
-
Greenville, South Carolina, United States Edward Jones Full timeUnlock Your Potential in a Rewarding RoleAre you a results-driven individual with excellent communication skills and a passion for building relationships? Do you thrive in a dynamic environment where no two days are the same?We're seeking a highly motivated Branch Office Administrator to join our team at Edward Jones. As a BOA, you'll play a critical role in...
-
Financial Services Representative
7 days ago
Greenville, South Carolina, United States Michael Oliver - State Farm Agent Full timeCompany OverviewMichael Oliver - State Farm Agent is seeking a qualified professional to join their team as a Financial Services Representative. This role involves helping our business grow through value-based conversations and remarkable customer experience.
-
Greenville, South Carolina, United States Jenkins Management Consulting Full timeAbout UsJenkins Management Consulting is a leading Certified Public Accounting Firm with over 25 years of experience.We service a diverse base of clients in several industries including healthcare, mental health, professional, non-profit and churches. We also offer financial planning services and investment advisory services to high net-worth clients.
-
Financial Services Representative
2 days ago
Greenville, South Carolina, United States Sharonview Full timeAbout SharonviewSharonview is a financial institution dedicated to serving the needs of its members. We offer a range of products and services designed to help individuals achieve their financial goals.
-
Account Management Associate
6 days ago
Greenville, North Carolina, United States PFS - Professional Financial Services Full timeProfessional Financial Services is committed to delivering exceptional customer experiences. As an Account Management Associate, you will play a vital role in supporting the manager in the daily operations of our branch office.We are seeking a highly motivated and organized individual to join our team. The successful candidate will be responsible for...
-
Financial Services Expert
5 days ago
Greenville, South Carolina, United States First Bank Full timeJob OverviewWe are seeking a highly skilled Financial Consultant to join our team at First Bank. As a key member of our organization, you will be responsible for the sales and service of non-FDIC insured products and services to our customers and prospects.
-
Investment Banking Professional
6 days ago
Greenville, North Carolina, United States PNC Financial Services Group Full timeJob Overview:PNC Financial Services Group is seeking an Investment Advisor to join our team. As an Investment Advisor, you will be responsible for providing investment and insurance strategies to clients, growing and retaining a book of business, and owning the client experience.Our ideal candidate will have a strong understanding of financial planning,...
-
Financial Operations Associate
7 days ago
Greenville, South Carolina, United States Global Lending Services LLC Full timeAbout the RoleAs a Treasury Operations Specialist at Global Lending Services LLC, you will play a vital role in monitoring and maintaining the company's liquidity by borrowing from commercial banks, issuing securitization transactions, executing loan sales, and managing cash flow operations.Salary and BenefitsWe offer a competitive base salary of...
-
Financial Services Career with Empower
6 days ago
Greenville, South Carolina, United States Empower Retirement Full timeEmpower Retirement is committed to empowering individuals to take control of their financial futures. We are seeking a highly skilled Retirement Plan Advisor to join our team.This role involves working with public employees in Northwest South Carolina, helping them build a healthy retirement and plan their financial future. The ideal candidate will have...
-
Financial Services Account Coordinator
7 days ago
Greenville, South Carolina, United States BJU Education Group Full timePosition SummaryThe BJU Education Group is seeking a highly skilled Financial Services Account Coordinator to join our team. In this role, you will have the opportunity to work with customers and provide excellent service by assisting with their accounts.Main ResponsibilitiesContact customers with past due accounts via phone, email, or mail to negotiate...
-
Financial Services Representative
6 days ago
Greenville, South Carolina, United States Marsh & McLennan Companies, Inc. Full time**About the Role**We are seeking a skilled Financial Services Representative to join our team at Marsh & McLennan Companies, Inc. This role will provide exceptional client service and support for Flexible Spending Accounts, Health Reimbursement Arrangements, Transportation Spending Accounts, and Health Saving Account (HSA) Plans or COBRA Clients.The...
-
Clinical Financial Services Coordinator
4 weeks ago
Greenville, South Carolina, United States Retina Consultants Full timeJob SummaryThis is a role where you will serve as a financial counselor to patients and manage duties such as maintaining accurate cash drawers, determining and communicating procedure estimates, and monitoring patient responsible accounts receivable to ensure timely payment on accounts. You will also communicate with physicians regarding delinquent...
-
Expert Financial Consultant
2 days ago
Greenville, South Carolina, United States The Pelora Group Full timeEmbark on a fulfilling career as an Expert Financial Consultant with The Pelora Group in Greenville, SC. We offer an impressive annual salary ranging from $150,000 to $350,000 or more.Our team is dedicated to helping clients achieve their financial objectives through expert financial planning and strategic investment advice.Job OverviewYou'll thrive in a...
-
Nurse Specialist
5 days ago
Greenville, South Carolina, United States Specialty Professional Services Full timeWe are seeking a dedicated and compassionate Med Surg Tele nurse to join Specialty Professional Services in Greenville, SC. This 4x12 Nights shift is ideal for individuals who enjoy working independently and collaborating with interdisciplinary teams.Key Responsibilities:Providing high-quality patient care to Med Surg patients requires excellent...
-
Highly Skilled Financial Professional Wanted
7 days ago
Greenville, North Carolina, United States Find Great People | FGP Full timeFind Great People | FGP is seeking a highly experienced and self-sufficient Financial Administrator with a background in supporting financial advisors and handling complex tasks related to account management and high-net-worth clients.About the RoleWe require a professional with 5+ years of experience in CSA, showcasing exceptional client service skills and...
-
Healthcare Professional
7 days ago
Greenville, South Carolina, United States Bon Secours Full timeJob Summary:We are seeking a skilled Healthcare Professional to join our team as an Infusion Services Specialist. This is an exciting opportunity to work in a dynamic and patient-centered environment where you will have the chance to make a real difference in people's lives.About Us:Bon Secours is a leading healthcare provider with a long history of...
-
Healthcare Professional
3 days ago
Greenville, South Carolina, United States Genesis Healthcare Services Full timeOverview of Genesis Healthcare ServicesWe are a leading provider of post-acute care services, with a commitment to employee growth and development. Our culture is guided by strong values, a focus on employee well-being, and a comprehensive Code of Conduct and Compliance program.In addition to contributing to a successful organization, joining us means being...
-
Banking Professional
2 months ago
Greenville, South Carolina, United States CPM Federal Credit Union Full timeEmpower Your Career with CPM Federal Credit UnionAre you passionate about delivering exceptional customer service and making a meaningful impact in the financial industry? CPM Federal Credit Union is seeking a skilled Teller to join our team and help us empower our members to achieve their financial goals.About the Role:We are looking for a detail-oriented...