Financial Services Representative

3 weeks ago


East Amherst, United States Summit Federal Credit Union Full time
Job Overview

We are seeking a highly skilled and motivated individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our members.

Key Responsibilities:

  • Provide quality member service by working with members to process transactional needs.
  • Use cross-selling techniques to uncover the needs of members and refer or sell financial products and services that are best suited for each member.
  • Establish and maintain a positive rapport with members, leading to loyal relationships.
  • Assist members with accessing resources and providing valuable information about the features and benefits of our products and services.

Requirements:

  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Strong knowledge of financial products and services.
  • Ability to build strong relationships with members and colleagues.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.
  • The chance to make a real difference in the lives of our members.

The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.



  • Amherst, Massachusetts, United States Citizens Financial Group, Inc. Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Citizens Financial Group, Inc.Key ResponsibilitiesGreet customers in our lobbies and provide exceptional service to meet their financial needs.Demonstrate how to use our mobile app and ATMs to complete simple transactions.Create...


  • East Amherst, United States Summit Federal Credit Union Full time

    Job OverviewWe are seeking a highly skilled and motivated individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service and sales support to our members.Key ResponsibilitiesProvide quality member service by working with members to process transactional...


  • East Amherst, United States Summit Federal Credit Union Full time

    Job OverviewWe are seeking a highly skilled and motivated individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our members.Key Responsibilities:Provide quality member service by working with members to process transactional needs.Use...


  • East Amherst, United States Summit Federal Credit Union Full time

    Job OverviewWe are seeking a highly skilled and motivated individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service and sales support to our members.Key ResponsibilitiesProvide quality member service by working with members to process transactional...


  • Amherst, Massachusetts, United States Livictus Financial Services Full time

    About Livictus Financial ServicesLivictus Financial Services is a dynamic and growth-oriented financial services firm seeking an experienced Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build and manage your own practice, leveraging our resources and expertise to deliver exceptional client service and drive...

  • Financial Advisor

    4 weeks ago


    Amherst, United States Livictus Financial Services Full time

    Livictus Financial Services has a new and exciting opportunity for an established Financial Advisor. If you are looking to grow your practice to the next level, we have the values, culture and resources to help you achieve your professional goals. We welcome a diverse pool of applicants and urge you to apply to learn more about what we have to offer and to...

  • Financial Advisor

    5 months ago


    Amherst, United States Livictus Financial Services Full time

    Livictus Financial Services has a new and exciting opportunity for an established Financial Advisor. If you are looking to grow your practice to the next level, we have the values, culture and resources to help you achieve your professional goals. We welcome a diverse pool of applicants and urge you to apply to learn more about what we have to offer and to...


  • East Liverpool, Ohio, United States Renee Knepper - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Renee Knepper - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products that manage everyday risks to our customers.ResponsibilitiesUtilize a customer-focused, needs-based...


  • East Liverpool, Ohio, United States Renee Knepper - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Renee Knepper - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products that manage everyday risks to our customers.ResponsibilitiesUtilize a customer-focused, needs-based...


  • East Stroudsburg, Pennsylvania, United States Kevin Kendall - State Farm Agent Full time

    Job OverviewWe are seeking a highly skilled Financial Services Representative to join our team at Kevin Kendall - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products that help our customers manage everyday risks.Key ResponsibilitiesProvide expert financial planning and investment advice to...


  • East Peoria, Illinois, United States BankTalent HQ Full time

    Job SummaryWe are seeking a highly skilled Financial Services Representative to join our team at BankTalent HQ. As a key member of our team, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesIdentify Customer Needs: Utilize your strong sales and customer service skills to identify...


  • East Chicago, Indiana, United States IvyTech Full time

    Job SummaryWe are seeking a highly organized and detail-oriented individual to join our Bursar Office team as a Financial Services Representative. In this role, you will provide exceptional customer service to students, faculty, and staff, while performing various financial transactions and administrative tasks.Key ResponsibilitiesServe as the primary point...


  • Amherst, Massachusetts, United States Citizens Financial Group, Inc. Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Citizens Teller. As a key member of our branch team, you will play a vital role in delivering exceptional customer service and helping our customers achieve their financial goals.Key ResponsibilitiesGreet customers in our lobbies and provide personalized...


  • East Greenville, Pennsylvania, United States Univest Financial Corporation Full time

    OverviewUnivest Financial Corporation, a leading financial institution with approximately $7.9 billion in assets and $5.0 billion in assets under management, is seeking a highly motivated Sales and Service Representative to join its East Greenville team.ResponsibilitiesDevelop and maintain personal banking relationships with new and existing customersProvide...


  • East Canton, OH , USA, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial...


  • East Canton, OH , USA, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial...


  • East Canton, OH , USA, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the middle-income client needs for risk protection, financial security, and wealth creation.Responsibilities:Identify and develop...


  • East Lansing, United States MSU Federal Credit Union Full time

    About the RoleThis is an exciting opportunity to join MSU Federal Credit Union 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 promoting the Credit Union's products and services.Key ResponsibilitiesAssist members in...


  • East Greenville, Pennsylvania, United States Univest Financial Corporation Full time

    About the RoleUnivest Financial Corporation is seeking a highly motivated and customer-focused Sales and Service Representative to join our East Greenville Team. As a key member of our team, you will be responsible for developing and maintaining personal banking relationships with new and existing customers, providing quality customer service, and guiding...


  • East Amherst, United States OneMain Financial Full time

    Job Title: Consumer Loan Sales SpecialistAt OneMain Financial, we're committed to empowering customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals.Key Responsibilities:Deliver results related to individual...