Financial Services Representative

3 weeks ago


Nashville, Tennessee, United States Ascend Federal Credit Union Full time
Job Summary

We are seeking a highly skilled and motivated Financial Services Representative to join our team at Ascend Federal Credit Union. As a key member of our branch team, you will be responsible for providing exceptional member service, promoting credit union services, and contributing to the overall success of our organization.

Key Responsibilities
  • Member Service: Provide consistent, courteous, and personal service to members, analyzing their needs and matching products/services to maximize member relationships with the credit union.
  • Loan Service: Interview consumer loan applicants, explain loan options, rates, terms, and collateral requirements, and finalize loans and disburse funds.
  • Teller Services: Perform teller duties as required or directed, including opening, closing, and balancing the branch accurately.
  • Quality Control: Maintain attention to detail to ensure accuracy of work, timely audit and examination of individual work produced, and resolve errors in a timely manner.
Requirements
  • High School Diploma or equivalent required; Associate's Degree or equivalent education and related training preferred.
  • 1-3 years of similar or related experience required.
  • Excellent verbal and written communication skills, with a high level of interpersonal skills to conduct productive interviews with loan applicants and cross-sell credit union services.
  • Ability to identify, evaluate, and resolve member financial needs, with knowledge of risk management and loss prevention.
What We Offer

As a Financial Services Representative at Ascend Federal Credit Union, you will have the opportunity to work in a dynamic and supportive environment, with a competitive salary and benefits package, as well as opportunities for professional growth and development.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual who is passionate about delivering exceptional member service, we encourage you to apply for this exciting opportunity.



  • Nashville, Tennessee, United States Cornerstone Financial Credit Union Full time

    Job DescriptionWe are seeking a highly skilled and customer-focused Universal Associate to join our team at Cornerstone Financial Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members by processing transactions accurately, educating them about our products and services, and promoting our credit...


  • Nashville, Tennessee, United States Terry Stone - State Farm Agent Full time

    Job OverviewAs a Financial Services Representative with Terry Stone - State Farm Agent, you will play a key role in marketing and selling financial products that help customers manage everyday risks. With a strong understanding of financial products and a customer-focused approach, you will educate customers on their financial options and provide expert...


  • Nashville, Tennessee, United States Abe Barwegen - State Farm Agent Full time

    Unlock Your Potential as a Financial Services RepresentativeAre you a motivated and customer-focused individual looking to launch a rewarding career in the insurance industry? Do you thrive in a dynamic team environment and enjoy building strong relationships with clients? If so, we invite you to explore this exciting opportunity as a Financial Services...


  • Nashville, Tennessee, United States Ascend Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Ascend Federal Credit Union. As a Financial Services Representative, you will be responsible for providing exceptional member service, promoting credit union services, and developing new business opportunities.Key ResponsibilitiesProvide consistent,...


  • Nashville, Tennessee, United States Financial & Tax Architects LLC Full time

    Job DescriptionAs a Financial Services Consultant at Financial & Tax Architects LLC, you will play a crucial role in helping clients achieve their retirement goals. With a strong focus on sales and a drive for success, you will work with High-Quality Prospects (HQP) to deliver exceptional financial services.Responsibilities:Meet with HQPs to understand their...


  • Nashville, Tennessee, United States Ascend Federal Credit Union Full time

    About UsAscend Federal Credit Union is a leading financial institution in Middle Tennessee, serving over 260,000 members with a strong focus on employee growth and development.Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a key member of our branch team, you will be responsible for...


  • Nashville, Tennessee, United States Ascend Federal Credit Union Full time

    Job DescriptionThe Financial Services Representative will assist members with various financial services, including account opening and maintenance, loan origination, and cash handling.Key ResponsibilitiesProvide exceptional customer service to members, responding to inquiries and resolving issues in a timely and professional manner.Assist with account...


  • Nashville, Tennessee, United States Advance Financial Full time

    About the RoleWe are seeking a highly skilled Customer Service Representative to join our team at Advance Financial. As a Customer Service Representative, you will be responsible for providing world-class customer service to our clients, assisting them with loan applications, and working with team leads to meet and exceed monthly goals.Key...


  • Nashville, Tennessee, United States The PNC Financial Services Group, Inc Full time

    Job SummaryWe are seeking a highly skilled Financial Services Professional to join our team at The PNC Financial Services Group, Inc. As a key member of our organization, you will be responsible for providing exceptional financial planning and investment advice to our clients.Key ResponsibilitiesConsult with clients to understand their financial goals and...


  • Nashville, Tennessee, United States Ascend Federal Credit Union Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Ascend Federal Credit Union. As a key member of our branch team, you will be responsible for providing exceptional service to our members, promoting credit union services, and contributing to the growth and success of our organization.Key...


  • Nashville, Tennessee, United States Wood Financial Group Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and experienced Financial Advisor to join our team at Wood Financial Group. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Develop and implement customized financial plans for...


  • Nashville, Tennessee, United States Advance Financial Full time

    About the RoleWe are seeking a highly skilled and customer-focused Overnight Customer Service Representative to join our team at Advance Financial. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving their inquiries and concerns in a timely and professional manner.Key...


  • Nashville, Tennessee, United States Creative Financial Staffing Full time

    Our client, a leading financial service firm in Tennessee, is seeking a highly skilled Tax Compliance Specialist to join their team. This role offers a unique opportunity to work with a stable and family-oriented company that has been a trusted partner for over 50 years.The ideal candidate will possess a strong background in accounting and finance, with a...


  • Nashville, Tennessee, United States Advance Financial Full time

    About the RoleWe are seeking a highly skilled and customer-focused Overnight Customer Service Representative to join our team at Advance Financial. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, both in person and over the phone.Key ResponsibilitiesCustomer Service: Provide...


  • Nashville, Tennessee, United States Bankers Life Full time

    We are seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives at Bankers Life. With a passion for helping others achieve their financial goals, you will excel in this career by utilizing our award-winning training to equip you with the knowledge, skills, and financial strategies needed for success.Our team comes from...


  • Nashville, Tennessee, United States Advance Financial Full time

    About the RoleWe are seeking a highly skilled and customer-focused Overnight Customer Service Representative to join our team at Advance Financial. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, both in person and over the phone.Key ResponsibilitiesCustomer Service: Provide...


  • Nashville, Tennessee, United States Advance Financial Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, assisting with loan applications, and working collaboratively with team leads to meet and exceed monthly...


  • Nashville, Tennessee, United States Karlo Financial Full time

    Job OverviewKarlo Financial is seeking a highly motivated and results-driven Remote Life Insurance Sales Representative to join our team. As a key member of our sales team, you will be responsible for connecting with potential clients, understanding their unique needs, and providing personalized life insurance solutions.Key Responsibilities:Develop and...


  • Nashville, Tennessee, United States Hunter Bolden - State Farm Agent Full time

    Position OverviewAs a State Farm Insurance Agent located in Nashville, TN, we are seeking a highly motivated and career-oriented professional to join our team. As a State Farm team member for Hunter Bolden - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products, including auto, home, and life...


  • Nashville, Tennessee, United States The Hahnlen Agency Full time

    Job OverviewWe are seeking highly motivated individuals to join our team as Financial Services Representatives. As a representative, you will have the opportunity to work in a dynamic and growing industry, with a focus on providing exceptional customer service and building strong relationships with clients.Key Responsibilities:Provide personalized service to...