Financial Services Representative
6 hours 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
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Financial Services Representative
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial RepresentativeWe are seeking a motivated and ambitious individual to join our team as a Financial Representative. As a representative, you will have the opportunity to work with individuals, families, and small businesses to help them achieve their financial goals.Key Responsibilities:Provide personalized financial...
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Financial Services Specialist
6 days ago
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Financial Services Representative
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Financial Services Professional
3 hours 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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Investment Services Representative
4 weeks ago
Milwaukee, Wisconsin, United States UMB Financial Corporation Full timeAbout the RoleThe 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...
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Financial Representative Trainee
3 weeks ago
Milwaukee, Wisconsin, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha, a leading provider of insurance and financial services, as a Financial Representative Trainee. This comprehensive program is designed to equip you with the skills and knowledge necessary to succeed in the financial services industry.What You'll Do:Participate in a structured...
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Investment Services Representative
14 hours ago
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Financial Representative Trainee
3 weeks ago
Milwaukee, Wisconsin, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha, a leading provider of insurance and financial services, as a Financial Representative Trainee. This comprehensive program is designed to equip you with the skills and knowledge necessary to succeed in the financial services industry.What You'll Do:Participate in a structured...
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Investment Services Representative
3 weeks ago
Milwaukee, Wisconsin, United States UMB Financial Corporation Full timeAbout the RoleAs a key member of our team, you will provide exceptional support to our clients by resolving their issues in a timely and professional manner. You will be responsible for responding to incoming calls, assisting with inquiries, and providing account information. Your excellent communication skills and ability to analyze and resolve complex...
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Financial Professional
4 weeks ago
Milwaukee, Wisconsin, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Milwaukee area. As a Financial Professional, you will be responsible for working with plan sponsor relationships, providing retirement and investment strategies, and conducting participant education and seminars.Key...
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Financial Representative Trainee
3 weeks ago
Milwaukee, Wisconsin, United States Mutual of Omaha Full timeJoin Our Team as a Financial Representative TraineeWe are seeking highly motivated and results-driven individuals to join our team as Financial Representative Trainees. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance...
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Customer Service Representative
1 month ago
Milwaukee, Wisconsin, United States Bob Smith - State Farm Agent Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for establishing strong relationships with customers, identifying their needs, and providing personalized solutions to meet their insurance...
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Financial Services Representative
3 weeks ago
Milwaukee, Wisconsin, United States Empower Full timeGrow Your Career with EmpowerAt Empower, we're dedicated to helping individuals achieve their long-term financial goals. As a Financial Customer Service Professional- Hybrid, you'll play a vital role in providing exceptional service to our customers, empowering them to make informed decisions about their retirement savings accounts.What You'll DoWork...
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Financial Services Representative
3 weeks ago
Milwaukee, Wisconsin, United States Empower Full timeGrow Your Career with EmpowerAt Empower, we're committed to helping our customers achieve their long-term financial goals. As a Financial Customer Service Professional, you'll play a critical role in delivering exceptional service and support to our customers.What You'll DoProvide top-notch service to our customers through our call center, ensuring their...
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Financial Representative Trainee
3 weeks ago
Milwaukee, Wisconsin, United States Mutual of Omaha Full timeJoin Our Team as a Financial Representative TraineeWe are seeking highly motivated and results-driven individuals to join our team as Financial Representative Trainees. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance...
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Financial Representative Trainee
6 days ago
Milwaukee, Wisconsin, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeAre you driven to succeed and eager to launch your career 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...
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Financial Services Professional
4 days ago
Milwaukee, Wisconsin, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals provides personalized financial services and products tailored to meet the evolving needs of our clients.Our MissionWe strive to deliver exceptional customer...
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Life Insurance Sales Representative
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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...