Financial Services Representative
1 week ago
Job Summary:
The Financial Services Representative position at CommunityAmerica Credit Union involves providing exceptional member service through the execution of financial transactions and assisting members with their financial needs.
The role emphasizes fostering member relationships by proactively recommending financial products and services to meet their needs. The representative follows established policies and procedures to actively prevent financial fraud, adhere to regulatory standards, and ensure accurate information is captured in applicable systems during member transactions.
Key Responsibilities:
- Deliver a high level of member service by greeting members in a warm and inviting way while exhibiting a professional presence with confidence.
- Assist in meeting and exceeding individual, team, and credit union goals by referring appropriate financial products and services, and warm transferring to a Personal Banker.
- Process financial transactions, including deposits, withdrawals, loan payments, transfers, and cashier's checks, in an efficient and accurate manner by providing accurate account information using account security procedures and recognizing account flags.
- Understand and identify potential member financial fraud situations and follow reporting processes as needed.
- Listen to members seeking to understand their needs through consultation, problem-solving to resolution by focusing on a can-do approach.
- Maintain a working knowledge of endorsement requirements and credit union policies regarding the acceptance of checks.
- Promote honest and open communication throughout the credit union.
Requirements:
- High school diploma or equivalent.
- Previous customer service experience preferred.
- 1+ years of cash handling experience.
-
Financial Services Representative
3 days ago
Missouri City, Texas, United States Fccu Full timeAbout the Role:We are seeking a highly skilled and motivated Financial Services Representative to join our team at Fccu. As a key member of our team, you will be responsible for providing exceptional customer service and support to our members.Key Responsibilities:Assist members with various financial transactions in a personable and professional manner.Work...
-
Financial Services Representative
3 days ago
Commerce City, Colorado, United States BMO Financial Group Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on financial solutions that...
-
Financial Services Representative
3 days ago
Kansas City, Missouri, United States Northwestern Mutual Full timeOpportunity Overview:As a Financial Representative with Northwestern Mutual, you will play a critical role in helping clients achieve and maintain financial security by providing expert financial advice and matching solutions with their unique needs and goals.Develop strong relationships with clients and foster long-term partnerships built on trust and...
-
Financial Services Representative
19 hours ago
Kansas City, Kansas, United States Commerce Bancshares, Inc. Full timeAbout Commerce Bancshares, Inc.We are a leading financial services company dedicated to helping our customers achieve their financial goals. Our team of experts is passionate about providing exceptional customer service and building long-lasting relationships.Job SummaryWe are seeking a highly motivated and personable Financial Services Representative to...
-
Financial Services Coordinator
6 days ago
Kansas City, Missouri, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Loan Support Specialist to join our team. As a key member of our Midland organization, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Transaction Support: Assist in the processing and administration of commercial loan...
-
Financial Services Representative
1 week ago
Ellwood City, Pennsylvania, United States PNC Financial Services Group Full timeAbout the RolePNC Financial Services Group is seeking a highly motivated and customer-focused individual to join our team as a Personal Banker. As a Personal Banker, you will be responsible for building and maintaining strong relationships with our customers, providing them with exceptional service and financial solutions to meet their needs.Key...
-
Financial Services Representative
5 days ago
Oklahoma City, Oklahoma, United States COUNTRY Financial Full timeJob OpportunityWe are seeking an experienced insurance professional to manage an established and active book of business.About the RoleAs an independent contractor, you will have the opportunity to build a rewarding, financially stable career while enriching lives in the communities we serve.Key ResponsibilitiesDiversify your income through our portfolio of...
-
Financial Services Representative
2 weeks ago
Calvert City, Kentucky, United States Community Financial Services Bank Full timePosition: Relationship Banker - Tier I - Part-TimeJob Category: GeneralRequisition Number: RELAT001210Employment Type: Part-TimeCompensation: $15 USD per hourKey Responsibilities:Welcome clients with a friendly demeanor.Deliver outstanding customer service to all clients.Assist clients with their banking inquiries, providing clear explanations of products...
-
Financial Services Analyst
1 week ago
Jefferson City, Missouri, United States FCS Financial Full timeJob SummaryFCS Financial is seeking a highly skilled Financial Services Analyst to join our team in Jefferson City. As a key member of our Financial Services team, you will be responsible for maintaining loan accounts, processing financial transactions, and providing exceptional customer service.Key Responsibilities:Maintain branch loan accounts, including...
-
Financial Services Analyst
1 week ago
Jefferson City, Missouri, United States FCS Financial Full timeJob SummaryFCS Financial is seeking a highly skilled Financial Services Analyst to join our team in Jefferson City. As a key member of our Financial Services department, you will be responsible for maintaining loan accounts, processing financial transactions, and providing exceptional customer service.Key Responsibilities:Maintain branch loan accounts,...
-
Agricultural Financial Services Consultant
1 week ago
Kansas City, Kansas, United States FCS Financial Full timePosition Overview:At FCS Financial, a key player in the nationwide Farm Credit System, we are seeking an Agricultural Financial Services Consultant to enhance our Customer Service Team. FCS Financial stands as a prominent member of the largest agricultural lending cooperative in the United States. Ideal Candidate:We are in search of a personable, assured,...
-
Client Services Coordinator
2 weeks ago
Kansas City, Kansas, United States Foresters Financial Full timePosition Overview:As a Client Services Coordinator, you will play a crucial role in supporting the Financial Services Representative's operations by providing essential administrative assistance while enhancing the overall client experience.Key Responsibilities:Serve as a primary point of contact between the representative and clients, tailoring support...
-
Insurance Sales Representative
3 months ago
Kansas City, United States Farm Bureau Financial Services Full timeJob DescriptionJob DescriptionInsurance Agent Representative – Work for Yourself, Not by Yourself Farm Bureau Financial Services has an immediate opportunity in the Kansas City, KS location for an entrepreneurial-minded professional. You do not have to have insurance experience to apply, and we have found that everyone from seasoned licensed insurance...
-
Assistant Store Manager
16 hours ago
Warrensburg, Missouri, United States Community Choice Financial Family of Brands Full timeAbout the RoleWe are seeking a highly skilled and experienced Assistant Store Manager to join our team at Community Choice Financial Family of Brands. As a key member of our store management team, you will be responsible for leading a team of customer service representatives and ensuring that our stores operate efficiently and effectively.Key...
-
Client Services Representative
2 days ago
Kansas City, Missouri, United States American Century Investment Services, Inc. Full timeAbout American Century InvestmentsAs a leading global asset manager, American Century Investments is dedicated to delivering investment results and building long-term client relationships. Our firm is committed to providing institutional-quality, actively managed solutions with a performance-centered mindset.Job SummaryThe Client Services Representative is...
-
Customer Service Representative
4 weeks ago
Kansas City, United States TM Services Full timeJob DescriptionJob DescriptionThe Customer Service Representative is responsible for all aspects of the company’s consumer outreach efforts and will provide leadership, strategic direction, and day-to-day management of the function. The Customer Service Representative will be responsible for building the brand and growth strategy for the business. They...
-
Customer Service Representative
2 weeks ago
Kansas City, United States TM Services Part time $52,000 - $62,000Job DescriptionJob DescriptionThe Customer Service Representative is responsible for all aspects of the company’s consumer outreach efforts and will provide leadership, strategic direction, and day-to-day management of the function. The Customer Service Representative will be responsible for building the brand and growth strategy for the business. They...
-
Financial Services Representative
2 weeks ago
Lenoir City, Tennessee, United States Dane Ogden - State Farm Agent Full timeBecome a Financial Services Representative at Dane Ogden - State FarmAre you eager to embark on a fulfilling career within a vibrant team? We are seeking committed financial service professionals to join the office of Dane Ogden - State Farm Agent. If you excel in a dynamic environment and enjoy meaningful interactions with clients, this opportunity is...
-
Financial Services Representative
2 weeks ago
Brigham City, Utah, United States America First Credit Union Full timeSchedule:Mon – Sat FlexOverview:As a Financial Services Representative, you will be accountable for executing a range of financial transactions for members, whether in person, over the phone, or through mail. This includes handling deposits, withdrawals, loan payments, cashier's checks, traveler's checks, money orders, and cash advances. You will ensure...
-
Client Services Representative
3 weeks ago
Kansas City, United States American Century Investment Services, Inc. Full timeOur Firm American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations, and individual investors,...