Financial Services Representative
4 weeks ago
We are seeking a highly motivated and customer-focused individual to join our team as a Financial Account Representative. As a key member of our team, you will play a vital role in providing exceptional service to our customers, ensuring their needs are met, and helping them achieve their goals.
Key Responsibilities- Customer Support: Provide timely and effective support to customers, addressing their inquiries, and offering expert guidance on insurance products and coverage options.
- Policy Management: Assist clients with policy changes, updates, and claims processing, ensuring accurate and efficient processing of policy transactions.
- Problem-Solving: Analyze complex customer situations and develop effective solutions to meet their unique requirements.
- Collaboration: Work closely with our team and other professionals in a supportive and collaborative work environment, contributing to a positive team dynamic and sharing knowledge.
- Excellent communication and interpersonal skills, with the ability to interact effectively with customers and colleagues.
- Strong customer service orientation and a genuine desire to assist and support customers.
- Ability to multitask, prioritize tasks, and thrive in a fast-paced environment.
- Attention to detail and exceptional organizational skills to ensure accurate policy management and documentation.
- Proficient computer skills, including familiarity with relevant software systems and the ability to quickly learn new tools.
- Previous experience in customer service, insurance, or a related field is preferred.
Eric Bielinski - State Farm Agent is a leading insurance and financial services company committed to helping individuals manage life's uncertainties, recover from unexpected events, and realize their dreams. We foster a culture that values collaboration, integrity, and continuous growth, offering comprehensive training and development opportunities to help our employees reach their full potential.
Benefits- Growth potential and opportunity for advancement within our office.
- Paid time off (vacation and personal/sick days).
- Valuable career-building experience.
$38, $55,000.00 per year.
-
Financial Services Representative
4 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeAt OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals, as well as customer...
-
Financial Services Representative
3 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeAt OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as customer...
-
Financial Services Representative
4 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeAbout the Role:At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as...
-
Associate Financial Services Representative
4 weeks ago
Chicago, Illinois, United States BMO Financial Group Full timeAbout the Role:We are seeking a highly motivated and customer-focused individual to join our team as an Associate Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their...
-
Financial Services Liaison
4 weeks ago
Chicago, Illinois, United States Chicago Financial Search Full timeJob Title: Client Services RepresentativeAre you a seasoned professional with experience in managing the full financial services institutional client lifecycle? Do you have expertise in building client relationships and acting as a customer advocate?We are seeking a highly skilled Client Services Representative to join our team at a premier financial...
-
Financial Services Representative
3 weeks ago
Chicago, Illinois, United States Eric Bielinski - State Farm Agent Full timeCustomer Service RepresentativeWe are seeking a dedicated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will play a vital role in providing exceptional service to our customers, responding to their inquiries, and addressing their concerns in a timely and professional...
-
Financial Services Professional
3 weeks ago
Chicago, Illinois, United States Wintrust Financial Full timeFinancial Advisor RoleAt Wintrust Financial, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Build strong relationships with clients and prospectsDevelop and implement comprehensive financial plansProvide expert advice on...
-
Financial Services Representative
4 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a leading financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions. Our commitment to service, expertise, and integrity has earned us a reputation as a trusted partner in the financial...
-
Financial Services Representative
4 weeks ago
Chicago, Illinois, United States Enova International Full timeJob OpportunityWe are seeking a skilled Collections Representative to join our team at Enova International. As a leading financial technology company, we provide online financial services through our AI and machine learning-powered Colossus platform.The successful candidate will be responsible for contacting customers, negotiating effectively to identify...
-
Financial Services Representative
4 weeks ago
Chicago, Illinois, United States Moody Bible Institute Full timeAs a Financial Services Representative at Moody Bible Institute, you will play a critical role in providing exceptional customer service to students, faculty, and staff. Your primary responsibility will be to process and record financial transactions, ensuring accuracy and efficiency in all aspects of cash handling.Key Responsibilities:Receive, verify, and...
-
Financial Services Representative
3 weeks ago
Chicago, Illinois, United States Credit Union 1 Full timeJob OverviewCredit Union 1 is a leading financial institution that values its employees and members. We are seeking a highly motivated and professional Relationship Banker to join our team.The ideal candidate will have excellent communication and customer service skills, as well as the ability to work in a fast-paced environment. As a Relationship Banker,...
-
Senior Financial Services Representative
3 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a leading financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial solutions.Our commitment to service, expertise, and integrity has enabled us to build a strong...
-
Financial Services Representative
3 weeks ago
Chicago, Illinois, United States Credit Union 1 Full timeJob OverviewCredit Union 1 is a well-established and respected financial institution that offers a range of benefits and opportunities for career growth.We are seeking a highly motivated and friendly individual to join our team as a Relationship Banker. As a Relationship Banker, you will be responsible for providing financial and account services to members...
-
Financial Services Representative
4 weeks ago
Chicago, Illinois, United States Eric Bielinski - State Farm Agent Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Account Representative. As a key member of our team, you will play a vital role in providing exceptional service to our customers, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesCustomer Support: Provide prompt...
-
Senior Financial Services Representative
3 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a leading financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to individuals, families, and institutions worldwide.As a Senior Financial Services Representative, you will play a critical role in processing and approving transactions for clients within...
-
Financial Services Professional
4 weeks ago
Chicago, Illinois, United States Lakeshore Financial Group Full timeUnlock Your Potential as a Financial Advisor at Lakeshore Financial GroupAre you a driven and customer-focused individual looking to grow and thrive in a dynamic team environment? Do you have a passion for helping clients achieve their financial goals and building lasting relationships?Lakeshore Financial Group is expanding its team in Chicago and seeking...
-
Customer Service Representative
4 weeks ago
Chicago, Illinois, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their...
-
Sales Representative in Financial Services
4 weeks ago
Chicago, Illinois, United States Watson Dwyer Inc. Full timeWe are a national investment company seeking a talented Sales Representative to join our team. As a Sales Representative, you will play a key role in growing our client base by setting appointments with potential investors to learn more about our financial products. You will also be responsible for attending events to ensure organization and success. Our...
-
Financial Services Professional
4 weeks ago
Chicago, Illinois, United States LPL Financial Holdings, Inc. Full timeUnlock Your Potential as a Financial AdvisorLPL Financial partners with TruStage to offer a comprehensive suite of financial services to credit union clients. This employment opportunity at TruStage, located at Michigan State University Federal Credit Union (MSUFCU) in Chicago, IL, presents a unique chance to join Michigan State University Federal Credit...
-
Business Development Representative
4 weeks ago
Chicago, Illinois, United States Advyzon Full timeJob DescriptionAdvyzon is seeking a highly motivated Business Development Representative to join our growing team. As a Business Development Representative, you will be responsible for generating appointments through proactive outbound prospecting, consulting with financial advisory firms, and determining if Advyzon is a potential solution for their firm.Key...