Financial Services Representative

4 weeks ago


Quincy, Massachusetts, United States Members Cooperative Credit Union Full time
Job Summary

We are seeking a highly motivated and customer-focused Engagement Specialist to join our team at Members Cooperative Credit Union. As a key member of our branch team, you will be responsible for delivering exceptional service to our members, building strong relationships, and promoting financial wellness.

Key Responsibilities
  • Provide outstanding service to internal and external members, meeting or exceeding sales and service goals.
  • Establish and develop long-term relationships with current and future members, identifying their financial needs and recommending suitable products and services.
  • Execute financial transactions in a timely and accurate manner, promoting positive member relationships and supporting the credit union's mission.
  • Participate in community service events and give-backs, promoting financial wellness and supporting the community.
  • Collaborate with internal and external members to execute branch, department, and organization initiatives, supporting a positive branch culture.
  • Meet or exceed established referral/sales expectations, opening basic deposit accounts and recommending products and services to strengthen member relationships.
Requirements
  • Ability to interact and communicate with individuals at all levels of the organization.
  • Strong customer service and relationship-building skills.
  • Ability to work in a fast-paced environment and meet sales and service goals.
  • Knowledge of financial products and services, with a focus on member financial wellness.
  • Ability to work collaboratively as part of a team, supporting a positive branch culture.


  • Quincy, Massachusetts, United States Superior Choice Credit Union Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Superior Choice Credit Union. 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 promoting our credit union's products and services.Key...


  • Quincy, Massachusetts, United States Superior Choice Credit Union Full time

    About UsSuperior Choice Credit Union is a friendly local financial institution serving communities for over 92 years. We employ over 160 team members dedicated to providing superior service to over 30,000 credit union members across 12 branches in the Wisconsin/Minnesota area.Job SummaryWe are seeking a highly motivated and customer-focused individual to...


  • Quincy, Massachusetts, United States Members Cooperative Credit Union Full time

    Engagement SpecialistAt Members Cooperative Credit Union, we're committed to delivering exceptional member experiences that are simple, fun, and rewarding. As an Engagement Specialist, you'll play a vital role in building strong relationships with our members, providing outstanding service, and driving sales and service goals.Key Responsibilities:Humanity:...


  • Quincy, Massachusetts, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you driven to succeed and eager to launch your career in the financial services industry? Mutual of Omaha is seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge necessary to excel in selling...


  • Quincy, Massachusetts, United States Healthcare Financial Full time

    Transform Lives with UsWe are seeking a compassionate and dedicated individual to join our team as a Call Center Representative/Member Liaison. As a key member of our organization, you will play a vital role in ensuring that individuals and families in need receive the support and resources they deserve.About the RoleThe primary responsibility of this...


  • Quincy, Massachusetts, United States Healthcare Financial, Inc. Full time

    Job Title: Call Center Representative/Member LiaisonWe are seeking a compassionate and dedicated individual to join our team as a Call Center Representative/Member Liaison. In this role, you will be responsible for efficiently and effectively managing the follow-up process of our Social Security applications and ensuring we have collected the corresponding...


  • Quincy, Massachusetts, United States Members Cooperative Credit Union Full time

    Key ResponsibilitiesThe Customer Experience Specialist will be responsible for delivering exceptional service to both internal and external members. This includes providing outstanding service, establishing and developing long-term relationships, and meeting or exceeding sales and service goals.Key Performance Indicators:Meet or exceed sales and service...


  • Quincy, Massachusetts, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) OpportunityAre you a driven and self-motivated individual looking to start a career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling...


  • Quincy, 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 ResponsibilitiesProvide personalized advice and solutions to customers,...


  • Quincy, Massachusetts, United States Park State Bank Full time

    Job SummaryThe Client Service Representative is a vital role at Park State Bank, dedicated to delivering exceptional customer service and support. As a trusted advisor, you will assist clients with various banking needs, including account management, financial guidance, and product inquiries.Key ResponsibilitiesProvide personalized service to every client,...


  • Quincy, Massachusetts, United States Citizens Full time

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


  • Quincy, Massachusetts, United States SS&C Full time

    SS&C is a leading global provider of investment and financial services and software for the financial services and healthcare industries. With over 20,000 employees in 90 offices across 35 countries, SS&C serves 18,000 financial services and healthcare organizations worldwide.Job OverviewAs a representative of SS&C, you will play a critical role in...


  • Quincy, Massachusetts, United States Citizens Full time

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


  • Quincy, Massachusetts, United States Holiday Companies Full time

    Customer Service RepresentativeWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Holiday Companies. As a Customer Service Representative, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized store environment.Key...


  • Quincy, Massachusetts, United States Florida Farm Bureau Full time

    Job OverviewWe are seeking a highly motivated and professional individual to join our team as a Customer Service Representative. This role requires excellent communication skills, a positive attitude, and self-discipline. As a Customer Service Representative, you will be responsible for providing exceptional service to our clients, handling customer...


  • Quincy, Massachusetts, United States Domino's Franchise Full time

    Domino's Franchise Job Description**About Us**At Domino's Pizza, we're passionate about delivering exceptional customer experiences. We're looking for a talented Customer Service Representative to join our team.**Job Summary**As a Customer Service Representative, you will be responsible for taking orders, making pizzas, and providing top-notch service to our...


  • Quincy, Massachusetts, United States Lineage Logistics Full time

    Job Summary:We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Lineage Logistics. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving issues in a timely and professional manner, and ensuring that our customers receive the...


  • Quincy, Massachusetts, United States Domino's Franchise Full time

    Job Title: Customer Service RepresentativeDomino's Pizza is seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, taking orders, and ensuring a positive experience for our customers.Key...


  • Quincy, Massachusetts, United States Domino's Franchise Full time

    Job DescriptionWe are seeking a highly motivated and customer-focused individual to join our Domino's Pizza team as a Customer Service Representative.Key Responsibilities:Taking orders and providing exceptional customer serviceMaking pizzas to the highest standardsEnsuring a positive experience for every customerRequirements:An outgoing personality with...


  • Quincy, Massachusetts, United States Domino's Franchise Full time

    Job DescriptionAt Domino's Pizza, we're on a mission to deliver exceptional customer experiences. As a Customer Service Representative, you'll play a vital role in making this happen.Key Responsibilities:Taking orders and providing top-notch customer serviceMaking pizzas to perfection and ensuring timely deliveryWorking in a fast-paced environment with a fun...