Financial Services Representative

2 days ago


Tampa, Florida, United States Wells Fargo Full time
Job Summary

We are seeking a skilled Personal Banker to join our team at Wells Fargo. As a Personal Banker, you will be responsible for building relationships with customers and providing them with financial solutions to help them succeed.

Key Responsibilities
  • Participate in proactive outreach to build relationships with customers
  • Propose appropriate products and services to help customers achieve their financial goals
  • Assist customers with banking needs and provide exceptional customer service
Requirements

To be successful in this role, you will need to have excellent communication and interpersonal skills, as well as the ability to work in a fast-paced environment. You will also need to be knowledgeable about our products and services and be able to provide recommendations to customers.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and customer-focused individual who is looking for a challenging and rewarding career, we encourage you to apply.



  • Tampa, Florida, United States GTE Financial Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at GTE Financial. As a key member of our team, you will be responsible for building and maintaining strong relationships with our members, identifying their financial needs, and providing personalized solutions to meet those needs.Key...


  • Tampa, Florida, United States GTE Financial Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at GTE Financial. As a key member of our team, you will be responsible for building and maintaining strong relationships with our members, identifying their financial needs, and providing personalized solutions to meet those needs.Key...


  • Tampa, Florida, United States GTE Financial Full time

    Join the GTE Financial Team We are seeking a dedicated individual with a passion for customer service to become a part of our organization. The Member Relationship Officer will play a crucial role in understanding and addressing our members' financial needs through comprehensive assessments and tailored recommendations for products and services that align...


  • Tampa, Florida, United States Suncoast Credit Union Full time

    Job Summary:Suncoast Credit Union is seeking a highly skilled and bilingual Financial Representative to join our Member Care Center team. As a Financial Representative, you will be responsible for providing exceptional customer service and financial guidance to our members.Key Responsibilities:Respond to member inquiries and resolve issues in a timely and...


  • Tampa, Florida, United States Arlo Henderson - State Farm Agent Full time

    Job OverviewPosition: Insurance and Financial Services Position - Arlo Henderson - State Farm AgentBenefits:Performance-based bonusesOpportunities for career advancementPaid time off for personal and vacation daysIf you are a motivated and goal-driven individual who enjoys engaging with clients, this role as a Financial Services Representative could be an...


  • Tampa, Florida, United States Community Choice Financial Family of Brands Full time

    {"title": "Customer Service Representative", "description": "Job 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 Store Operations team, you will be responsible for providing exceptional customer service, building relationships, and driving repeat...


  • Tampa, Florida, United States NYL-Jian Guan Full time

    About NYL-Jian GuanWe are a leading financial services company seeking a highly motivated and results-driven sales professional to join our team. As a sales representative, you will play a critical role in driving business growth and expanding our customer base.Key ResponsibilitiesDevelop and implement sales strategies to achieve sales targets and grow your...


  • Tampa, Florida, United States Florida Financial Advisors Full time

    Unlock Your Financial PotentialAt Florida Financial Advisors, we're on a mission to empower individuals to take control of their financial futures. As a Financial Advisor/Wealth Manager, you'll play a vital role in helping our clients achieve their goals and secure their financial well-being.Key Responsibilities:Conduct thorough financial assessments to...


  • Tampa, Florida, United States TEKsystems Full time

    About the RoleWe are seeking a skilled Financial Services Representative for Retirees to join our team. As a key member of our client service team, you will be responsible for providing exceptional support to our clients, responding to their inquiries about our products and services.Key ResponsibilitiesCommunicate with retirees regarding our products and...


  • Tampa, Florida, United States MIDFLORIDA Credit Union Full time

    Job SummaryMIDFLORIDA Credit Union is seeking a highly motivated and customer-focused Part Time Financial Services Representative to join our team. As a Part Time Financial Services Representative, you will be responsible for providing exceptional service to our members by completing transactions, answering questions, and offering financial solutions to meet...


  • Tampa, Florida, United States Fay Financial Full time

    Customer Advocate I RoleWe are seeking a skilled Customer Advocate I to champion customer satisfaction and resolve issues efficiently.Key Responsibilities:Listen to and respond to customer inquiries in a timely and professional manner.Resolve basic customer issues while ensuring a positive customer experience.Collaborate with internal teams to provide...


  • Tampa, Florida, United States Creative Financial Staffing Full time

    Senior Auditor OpportunityCreative Financial Staffing is seeking a highly skilled Senior Auditor to join our team. As a Senior Auditor, you will have the opportunity to work with a global company, operating in 120 countries, and representing over 160 nationalities.Participate in rotational programs, focusing on financial audits and minimal SOX, and enjoy a...


  • Tampa, Florida, United States Arlo Henderson - State Farm Agent Full time

    Job OverviewPosition: Insurance and Financial Services Position - Arlo Henderson - State Farm AgentBenefits:Performance-based bonusesCareer advancement opportunitiesPaid time off for personal and vacation daysElevate your professional journey with a role as an Insurance and Financial Services Position at Arlo Henderson - State Farm Agent. This opportunity is...


  • Tampa, Florida, United States Ameriprise Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Specialist to join our team at Ameriprise Financial. As a key member of our office team, you will be responsible for providing administrative support to our clients and staff.Key ResponsibilitiesManage office supplies and equipment, ensuring a smooth and efficient work...


  • Tampa, Florida, United States Ameriprise Financial Full time

    Job Summary: We are seeking a highly organized and detail-oriented Client Service Specialist to join our team at Ameriprise Financial. As a key member of our administrative team, you will be responsible for providing exceptional support to our clients and internal stakeholders.Key Responsibilities:Manage and maintain accurate and up-to-date client files and...


  • Tampa, Florida, United States Financial Planner Recruiting, LLC Full time

    {"Job Title": "Financial Planner", "Job Description": "OverviewOur boutique wealth management firm is seeking a Financial Planner to join our team. As a client-facing professional, you will engage with clients to understand their financial plans, goals, and taxes.RequirementsBachelor\u2019s degree in Business or Finance-related field required.CFP...


  • Tampa, Florida, United States Creative Financial Staffing Full time

    Job SummaryCreative Financial Staffing is seeking a highly skilled Senior Auditor to join our team. As a Senior Auditor, you will be responsible for participating in multiple and simultaneous risk-based audits, effectively completing audit planning, fieldwork and reporting for financial, operational, integrated, and system reviews, both domestically and...


  • Tampa, Florida, United States Suncoast Credit Union Full time

    Job Summary:Suncoast Credit Union is seeking a highly skilled and bilingual Financial Representative to join our Member Care Center team. As a Financial Representative, you will be responsible for providing exceptional customer service and financial guidance to our members.Key Responsibilities:Respond to member inquiries and resolve issues in a timely and...


  • Tampa, Florida, United States Community Choice Financial Family of Brands Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our Store Operations team as a Customer Service Representative. As a key member of our team, you will be responsible for building strong relationships with customers, providing exceptional service, and ensuring a positive experience for all who interact with our store.Key...


  • Tampa, Florida, United States Amscot Financial Full time

    Job OverviewAmscot Financial, a prominent provider of financial services in Florida, is in search of a meticulous Financial Accounting Supervisor. The ideal candidate will hold a bachelor's degree in accounting and possess a CPA license. This role involves overseeing daily financial operations, including reconciliations, journal entries, and managing fixed...