Financial Services Representative
4 weeks ago
As a Financial Services Representative at Bank of Montreal, you will deliver exceptional service to customers and prospects, identifying their needs and providing advice and guidance on financial products and services. This role is part of the Retail Banking Sales & Service team, where you will work closely with customers to understand their financial goals and provide tailored solutions to meet their needs.
Key Responsibilities:
Provide exceptional customer service and build strong relationships with customers
Identify customer needs and provide advice and guidance on financial products and services
Work closely with customers to understand their financial goals and provide tailored solutions
Collaborate with colleagues to achieve sales and service targets
Requirements:
Strong communication and interpersonal skills
Ability to work in a fast-paced environment and meet sales and service targets
Knowledge of financial products and services
Ability to build strong relationships with customers and colleagues
What We Offer:
Competitive compensation and benefits package
Opportunities for career growth and development
Collaborative and dynamic work environment
Recognition and rewards for outstanding performance
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Financial Services Representative
4 weeks ago
Milwaukee, Wisconsin, United States PNC Financial Services Group, Inc. Full timeJob SummaryAs a Personal Banker at PNC Financial Services Group, Inc., you will play a critical role in strengthening customer relationships and driving sales conversations to identify appropriate financial solutions. This position is based in Milwaukee, WI, at the East Capitol branch, and is part of PNC's Retail Branch Banking Network.Key...
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Financial Services Representative
3 weeks ago
Milwaukee, Wisconsin, United States Bronson Kinkade Consulting Full timeUnlock Your Earning PotentialAt Bronson Kinkade Consulting, we're seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for introducing financial products such as Indexed Universal Life (IUL), annuities, life insurance, and others to individuals...
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Financial Services Representative
3 weeks ago
Milwaukee, Wisconsin, United States Summit Credit Union Full time**About Us**Summit Credit Union is a dynamic and forward-thinking financial institution committed to serving the needs of our members and the community we serve. With a rich history of innovation and a passion for delivering exceptional service, we strive to be the premier financial partner for our members.**Job Overview**We are seeking a highly skilled and...
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Financial Services Representative
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are seeking a motivated and ambitious individual to join our team of Financial Advisors in Greater Milwaukee. As a Financial Services Representative, you will have the opportunity to build your own practice and clientele, with the support and guidance of our experienced mentors and leaders.Our Financial Advisors provide...
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Financial Services Professional
4 weeks ago
Milwaukee, Wisconsin, United States PNC Financial Services Group, Inc. Full timeJob Summary: We are seeking a highly skilled Financial Services Professional to join our team at PNC Financial Services Group, Inc.About the Role: As a Personal Banking Specialist, you will be responsible for engaging customers in sales conversations to identify appropriate financial solutions. You will work closely with customers to understand their...
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Financial Services Specialist
4 weeks ago
Milwaukee, Wisconsin, United States Cetera Financial Group Full timeAbout the Role:Cetera Financial Group is seeking a skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for meeting with current and potential bank customers to determine the best way to serve their investment planning goals.The ideal candidate will have a strong focus on sales and customer...
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Investment Services Representative
4 weeks ago
Milwaukee, Wisconsin, United States UMB Financial Corporation Full timeJob SummaryThe Registered Funds Team at UMB Financial Corporation provides accounting, pricing, and reconciliation services for our mutual fund and collective trust clients. This team is a growing unit that continues to add to our client portfolio, offering opportunities to expand our knowledge base and technological capabilities.Key ResponsibilitiesRespond...
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Customer Service Representative
3 weeks ago
Milwaukee, Wisconsin, United States Symmetry Financial Group - Gary Uyemura Full timeUnlock Your Earning PotentialAre you ready to take your career to the next level and build a business that generates system-driven income?At Symmetry Financial Group - Gary Uyemura, we're seeking ambitious individuals to join our team as Customer Service Representatives. As a key member of our team, you'll have the opportunity to work with clients who are...
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Financial Representative Trainee
4 weeks ago
Milwaukee, Wisconsin, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? We're 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 Individual Insurance products and building a...
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Financial Representative Specialist
3 weeks ago
Milwaukee, Wisconsin, United States Bankers Life Full timeFinancial Services Career OpportunityAt Bankers Life, we are seeking ambitious individuals to grow our team of insurance agents and financial representatives. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career.Key Responsibilities:1. Build strong relationships with...
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Life Insurance Sales Representative
1 month ago
Milwaukee, Wisconsin, United States Karlo Financial Full timeAbout Karlo FinancialKarlo Financial is a leading provider of comprehensive life insurance solutions, dedicated to helping individuals and families achieve peace of mind and financial security.Job DescriptionWe are seeking a highly motivated and skilled Life Insurance Sales Representative to join our team. As a remote sales representative, you will play a...
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Financial Services Career
1 month ago
Milwaukee, Wisconsin, United States Bankers Life Full timeUnlock Your Earning PotentialBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider joining our team of Financial...
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Financial Representative Trainee Position
1 month ago
Milwaukee, Wisconsin, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a...
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Voya Financial Advisor
4 weeks ago
Milwaukee, Wisconsin, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc. is seeking a Financial Professional to work with plan sponsor relationships in the greater Milwaukee area. This role will focus on 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and seminars.Key responsibilities include:Prospecting, scheduling, and...
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Sales Representative
1 month ago
Milwaukee, Wisconsin, United States Symmetry Financial Group - Gary Uyemura Full timeUnlock Your Earning PotentialAre you ready to take your career to the next level and earn a significant income? We're seeking ambitious individuals to join our team as Sales Representatives, where you'll have the opportunity to build a successful business and achieve financial freedom.As a Sales Representative, you'll work with clients who are genuinely...
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Director of Financial Aid and Student Services
3 weeks ago
Milwaukee, Wisconsin, United States Mount Mary College Full timeJob SummaryMount Mary University is seeking a seasoned Financial Aid professional to lead our Enrollment Services team in the strategic direction of financial aid operations, ensuring compliance with federal and state regulations. The Director of Financial Aid and Student Services will oversee all aspects of financial aid, from awarding and management to...
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Director of Financial Aid and Veteran Services
4 weeks ago
Milwaukee, Wisconsin, United States Mount Mary University Full timeJob SummaryThe Director of Financial Aid and Veteran Services is a key member of the Enrollment Services Leadership team at Mount Mary University. This position oversees all strategies and activities related to the awarding and management of Financial Aid, ensuring compliance with federal, state, and institutional regulations.Key ResponsibilitiesDevelop and...
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Patient Service Representative
4 weeks ago
Milwaukee, Wisconsin, United States Outreach Community Health Centers Full timeJob SummaryThe Patient Service Representative will provide exceptional support to patients and staff at Outreach Community Health Centers. This role involves greeting patients, providing registration, and handling telephone inquiries in a professional and courteous manner.Key ResponsibilitiesGreet patients and direct them to the appropriate person or...
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Customer Service Representative
4 weeks ago
Milwaukee, Wisconsin, United States Equiniti Full timeJob SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Equiniti. As a Shareholder Support Specialist, you will be responsible for providing exceptional customer service to our clients, responding to phone inquiries in a timely and professional manner.Key ResponsibilitiesRespond to phone inquiries from shareholders,...
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Patient Service Representative
4 weeks ago
Milwaukee, Wisconsin, United States Outreach Community Health Centers Full timeJob SummaryThe Patient Service Representative will provide exceptional support to patients and staff at Outreach Community Health Centers. This role involves greeting patients, registering them, and handling various administrative tasks. The ideal candidate will have excellent communication skills, attention to detail, and the ability to work in a fast-paced...