Financial Services Representative

5 days ago


West Palm Beach, Florida, United States Flagler CU, a division of Dort Financial Credit Union Full time
About the Job

Flagler Credit Union, a division of Dort Financial Credit Union, is seeking a highly skilled and customer-focused individual to join our team as a Financial Services Representative. As a key member of our team, you will play a vital role in providing exceptional service to our members, helping them achieve their financial goals, and building strong relationships with our community.

Key Responsibilities
  • Provide a full range of credit union services to members, including financial counseling, loan applications, and account management.
  • Assist members in selecting the right financial products and services to meet their needs, including loans, cash management, and other banking services.
  • Reconcile member problems and accounts, ensuring timely and accurate resolution.
  • Build and strengthen member relationships by matching their financial needs to our products and services.
Requirements
  • High School Diploma or GED required; Bachelor's degree preferred.
  • At least one year of credit union or financial experience in customer contact preferred.
  • Must be bondable and possess a working knowledge of Microsoft Office or similar software.
What We Offer

Flagler Credit Union offers a competitive benefits package, including medical, dental, and vision insurance, life and disability insurance, and a 401(k) matching program. We also offer tuition reimbursement, a referral bonus program, and paid time off, including holidays.

We are committed to creating a positive and inclusive work environment that values diversity, equity, and inclusion. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



  • West Palm Beach, Florida, United States Flagler CU, a division of Dort Financial Credit Union Full time

    About the Role:Flagler Credit Union, a division of Dort Financial Credit Union, is seeking a highly skilled and customer-focused individual to join our team as a Personal Banker. As a key member of our team, you will be responsible for providing exceptional service to our members, helping them achieve their financial goals, and building strong relationships...


  • West Palm Beach, Florida, United States Flagler CU, a division of Dort Financial Credit Union Full time

    About the Role:Flagler Credit Union, a division of Dort Financial Credit Union, is seeking a highly skilled and customer-focused individual to join our team as a Personal Banker. As a key member of our team, you will be responsible for providing a full range of credit union services to our members.Key Responsibilities:Interview and counsel loan applicants,...


  • West Palm Beach, Florida, United States Flagler CU, a division of Dort Financial Credit Union Full time

    About the Role:Flagler Credit Union, a division of Dort Financial Credit Union, is seeking a highly skilled and customer-focused individual to join our team as a Personal Banker. As a key member of our team, you will be responsible for providing a full range of credit union services to our members.Key Responsibilities:Interview and counsel loan applicants,...


  • West Palm Beach, Florida, United States Flagler CU, a division of Dort Financial Credit Union Full time

    About the Role:Flagler Credit Union, a division of Dort Financial Credit Union, is seeking a highly skilled and customer-focused individual to join our team as a Personal Banker. As a key member of our team, you will be responsible for providing exceptional service to our members, helping them achieve their financial goals, and building strong relationships...


  • West Palm Beach, Florida, United States SCS Financial Full time

    About SCS FinancialSCS Financial is a leading investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. With a strong client-aligned business model, we strive to deliver holistic client and asset management services built on a foundation of trust and exceeding expectations across generations.Job...


  • West Palm Beach, Florida, United States SCS Financial Full time

    About SCS FinancialSCS Financial is a leading investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. With a strong client-aligned business model, we strive to deliver holistic client and asset management services built on a foundation of trust and exceeding expectations across generations.Job...


  • West Palm Beach, Florida, United States Ocwen Financial Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team. 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 ResponsibilitiesAnswer and handle incoming...


  • West Palm Beach, Florida, United States Ocwen Financial Full time

    Job Summary:The Customer Resolutions Flex Agent is a critical role within Ocwen Financial's forward mortgage servicing business. As a key member of our team, you will work independently to resolve customer inquiries and concerns in a timely and professional manner.Key Responsibilities:Respond to customer calls and emails in a courteous and empathetic...


  • West Palm Beach, Florida, United States Fifth Third Full time

    Grow Your Career with Fifth ThirdAs a Retail Personal Banker Associate II, you will have the opportunity to develop your skills and knowledge in a dynamic and supportive environment. Our comprehensive on-boarding program includes rotations in Operations and Sales & Service, providing you with a well-rounded understanding of our business.Key...


  • West Palm Beach, Florida, United States Bankers Life Full time

    About the RoleBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will have the opportunity to help clients achieve their financial goals, build a successful career, and make a positive impact in your community.Key ResponsibilitiesBuild strong...


  • Palm Beach Gardens, Florida, United States LHH Full time

    Job SummaryWe are seeking a highly skilled Financial Services Representative to join our team at LHH/Accounting Principals. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients in the Palm Beach Gardens, FL area.Key ResponsibilitiesAssist clients with the account opening process, ensuring...


  • Palm Beach Gardens, Florida, United States Raymond James Financial Services Full time

    Registered Client Service AssociateAt Raymond James Financial Services, we are seeking a dynamic Registered Client Service Associate to provide exceptional support to our financial advisors and clients.Key Responsibilities:Deliver outstanding client service and support to financial advisors and clientsDevelop and maintain strong relationships with clients...


  • Ormond Beach, Florida, United States Fairwinds Full time

    {"title": "Member Service Representative", "description": "**Financial Freedom for You and Your Community**At Fairwinds Credit Union, we're more than just a financial institution - we're a team of passionate individuals dedicated to helping our members achieve financial freedom. As a Member Service Representative, you'll play a vital role in providing...


  • West Palm Beach, Florida, United States Vivian Suarez - State Farm Agent Full time

    Job Title: Customer Relations RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing exceptional service, and promoting our insurance and...


  • Ormond Beach, Florida, United States Fairwinds Full time

    Fairwinds Credit Union is seeking a highly motivated and customer-focused individual to join our team as a Member Service Representative. In this role, you will be responsible for providing exceptional service to our members, resolving problems, and recommending credit union products and services. You will also perform financial transactions, keep detailed...


  • West Palm Beach, Florida, United States MyBambu Full time

    About MyBambuMyBambu is a leading financial institution dedicated to promoting financial inclusion and providing innovative mobile digital banking solutions to the Hispanic unbanked and underbanked population.Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our support team,...


  • West Palm Beach, Florida, United States Vivian Suarez - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our State Farm Agent team, you will play a vital role in providing exceptional service to our customers and helping them achieve their insurance and financial goals.ResponsibilitiesEstablish and maintain...


  • West Palm Beach, Florida, United States RAYUS Radiology Full time

    Job Title: Patient Service RepresentativeWe are seeking a highly skilled and detail-oriented Patient Service Representative to join our team at RAYUS Radiology. As a Patient Service Representative, you will play a critical role in providing exceptional patient-centered services, ensuring quality assurance, and delivering outstanding customer service.Key...


  • West Palm Beach, Florida, United States RAYUS Radiology Full time

    Job SummaryRAYUS Radiology is seeking a highly skilled and detail-oriented Patient Service Representative to join our team. As a Patient Service Representative, you will be responsible for providing exceptional patient-centered services, ensuring quality assurance, and facilitating communication between patients, family members, and staff.Key...


  • West Palm Beach, Florida, United States Dan Cavin - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and proactive individual to join our team as a Customer Relations Representative. As a key member of our team, you will play a vital role in helping our business grow through value-based conversations and exceptional customer experiences.ResponsibilitiesCollaborate with the agent to establish and meet marketing...