Financial Services Representative
4 weeks ago
The Financial Services Representative will play a key role in assisting and educating members on self-service banking options, processing teller transactions accurately and efficiently, and delivering world-class service to members by uncovering and understanding their known and unknown needs.
This role requires excellent interpersonal skills to effectively communicate with members and Credit Union personnel, as well as a friendly attitude and professional appearance and behavior.
The ideal candidate will have prior customer service experience and be confident in communicating with members about products and services directly.
Responsibilities include:
- Exceeding member expectations through efficient, proactive, and accurate service
- Interacting with members in the branch lobby to assist, educate, and train on conducting self-service transactions
- Opening new memberships and/or cross-selling additional products and services
- Serving members' financial needs in-person and at times via phone
The Financial Services Representative will also be responsible for staying abreast of the latest changes in products, services, consumer protection laws, rate changes, and Credit Union policies and procedures.
This role requires a highly motivated self-starter with an intense focus on achieving results, as well as the ability to contribute toward creating solutions to challenges that impact the team while maintaining a focus on productivity.
The successful candidate will possess excellent communication and interpersonal skills, as well as the ability to work in a fast-paced environment and adapt to changing situations.
We offer a competitive compensation package, including paid time off, 10 holidays off per year, 401(k), and a traditional pension plan, as well as incentive and bonus programs, an Employee Assistance Program (EAP), medical, dental, and vision plan coverage, life insurance, and dependent and health care reimbursement accounts.
We also offer our employees discounts on our products, a casual dress code, a rewards and recognition program, and an employee referral program.
-
Patient Financial Services Representative
3 days ago
Brentwood, Tennessee, United States Brookdale Senior Living Full timeSNF Patient Financial Services Representative OpportunityWe are seeking a skilled and detail-oriented SNF Patient Financial Services Representative to join our team at Brookdale Senior Living. This role will be responsible for verifying patient information, billing, and follow-up of skilled nursing Medicare claims through clearing houses, online portals, and...
-
Senior Financial Advisor
4 weeks ago
Brentwood, Tennessee, United States Edelman Financial Engines Full timeAbout the RoleAs a Senior Financial Advisor at Edelman Financial Engines, you will play a critical role in helping our clients achieve their financial goals. With a focus on providing objective, fee-based advice and asset management, you will work closely with clients to understand their unique needs and develop personalized financial plans. Key...
-
Senior Financial Advisor
4 weeks ago
Brentwood, Tennessee, United States Edelman Financial Engines Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Your key responsibilities will include:Providing outstanding financial advice to clientsServing the...
-
Client Service Associate
4 weeks ago
Brentwood, Tennessee, United States Stifel Financial Full timeJob SummaryAs a Client Service Associate at Stifel Financial, you will provide administrative support to one or more Financial Advisors, assisting with the opening and maintenance of client accounts and records. Your duties will include a wide range of tasks, such as word processing, data entry, and client communication.Key ResponsibilitiesAssist Financial...
-
Financial Services Coordinator
4 weeks ago
Brentwood, Tennessee, United States Talently Recruiting Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team at Talently Recruiting. As a key member of our financial services team, you will play a critical role in supporting our financial advisors and clients in achieving their retirement goals.Key ResponsibilitiesCoordinate with clients, advisors, and...
-
Brentwood, Tennessee, United States Chris Woodlee - State Farm Agent Full timePosition OverviewWe are seeking a highly motivated and results-driven individual to join our team as a State Farm Agent Team Member. As a member of our agency, you will have the opportunity to experience first-hand what it takes to be a successful State Farm Agent. You will build and develop customer relationships within the community to promote State Farm...
-
Financial Services Coordinator
4 weeks ago
Brentwood, Tennessee, United States Talently Recruiting Full timeClient Services AssociateAt Talently Recruiting, we're seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our financial services team, you will play a critical role in supporting our advisors and clients in achieving their financial goals.Responsibilities:Coordinate with clients, advisors, and...
-
Financial Services Professional
4 weeks ago
Brentwood, Tennessee, United States Rezult Technology Full timeWe are seeking a skilled Cash Handling Specialist to join our team at Rezult Technology. As a key member of our financial services community, you will play a crucial role in enhancing our services nationwide.Our ideal candidate will have a strong background in cash handling and a passion for delivering exceptional results. If you are a motivated professional...
-
Senior Financial Analyst
3 weeks ago
Brentwood, Tennessee, United States Sound Physicians Full timeAbout the RoleSound Physicians is seeking a dynamic and experienced Senior Financial Analyst to join our Finance Operations team. As a key member of our hospital medicine services team, you will play a critical role in analyzing financial results, evaluating growth opportunities, and preparing budgets to drive improvements across the service line.This is a...
-
Staff Accountant
4 weeks ago
Brentwood, Tennessee, United States Rezult Technology Full timeWe are seeking a highly skilled Staff Accountant to join our team at Rezult Technology. As a key member of our financial services community, you will play a crucial role in enhancing our services nationwide.The ideal candidate will have 3-5 years of accounting experience, with a strong background in SAP and intermediate Excel skills. A Bachelor's degree in...
-
Customer Service Representative
1 month ago
Brentwood, Tennessee, United States Domino's Franchise Full timeJob 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 team, you will be responsible for providing exceptional customer service and ensuring that our customers receive the highest level of service.Key ResponsibilitiesOperate equipment and maintain a clean and...
-
Customer Service Representative
1 month ago
Brentwood, Tennessee, United States Chris Obear - State Farm Agent Full timeJob OverviewAs a Customer Service Representative with Chris Obear - State Farm Agent, you will play a vital role in delivering exceptional client experiences that drive the growth of our successful insurance agency. Your attention to detail, customer service skills, and passion for helping others make you an ideal fit for this role. You will have the...
-
Customer Service Representative
4 weeks ago
Brentwood, Tennessee, United States Walgreens Full timeJob SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Walgreens. As a key member of our sales floor team, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and achieving sales goals.Key Responsibilities:Provide excellent...
-
Bilingual Customer Service Representative
1 month ago
Brentwood, Tennessee, United States Staff My Agency Full timeCustomer Service Representative - Bilingual SpanishAre you a motivated and customer-focused individual looking for a rewarding career in customer service? Do you have excellent communication skills and the ability to work in a fast-paced environment? We are seeking a qualified professional to join our team as a Customer Service Representative - Bilingual...
-
Client Services Manager
4 weeks ago
Brentwood, Tennessee, United States Broadridge Financial Solutions , Inc. Full timeJob SummaryAs a Client Services Manager at Broadridge Financial Solutions, Inc., you will play a critical role in overseeing a team of experienced relationship managers serving as the principal point of contact for assigned clients/accounts. Your mandate will be to make our clients' lives easy by advocating for each client and ensuring optimal outcomes.Key...
-
Customer Service Representative
3 weeks ago
Brentwood, Tennessee, United States Rezult Technology Full timeWe are seeking a skilled Data Entry Consultant to assist on a holiday project. The ideal candidate will have 1-2+ years of remote call center/customer service experience, with a high volume of inbound calls. They will be required to be on site in Franklin, TN for training and work fully remote after.Key Responsibilities:Provide exceptional customer service...
-
Insurance and Financial Services Professional
4 weeks ago
Brentwood, Tennessee, United States Chris Obear - State Farm Agent Full timeJob DescriptionJob DescriptionBenefits:401(k)Bonus based on performanceFlexible scheduleHealth insuranceOpportunity for advancementPaid time offTraining & development*Fully Remote Position: Must be currently licensed*ROLE DESCRIPTION:As an Insurance and Financial Services Professional for Chris Obear - State Farm Agent, you play a vital role in our daily...
-
Insurance Customer Service Representative
4 weeks ago
Brentwood, Tennessee, United States State Farm Insurance Full timeJob Summary: We are seeking a highly skilled and customer-focused Insurance Customer Service Representative to join our team at State Farm Insurance. As an Office Representative, you will be responsible for providing exceptional customer service by answering inquiries and resolving issues related to insurance policies. Your duties will include processing...
-
Customer Service Representative
4 weeks ago
Brentwood, Tennessee, United States Chris Obear - State Farm Agent Full timeROLE DESCRIPTION:As a Customer Service Representative with Chris Obear - State Farm Agent, you will be responsible for delivering exceptional client experiences that drive the growth of a successful insurance agency.Your attention to detail, customer service skills, and desire to help people make you an ideal fit for this role.You will enhance your career...
-
Financial Director
4 weeks ago
Brentwood, Tennessee, United States Ovation Healthcare Full timeFinancial Directorbrbr**Job Summary:**brbrWe are seeking a highly skilled Financial Director to join our team at Ovation Healthcare. The successful candidate will be responsible for overseeing and managing the financial activities of the company, guiding financial decisions, analyzing financial data, and providing strategic recommendations to senior...