Financial Services Representative

3 weeks ago


Lexington, Kentucky, United States City National Bank of West Virginia Full time

Job Summary

At City National Bank of West Virginia, we are seeking a highly skilled Financial Services Representative to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service, promoting and selling our products and services, and building strong relationships with our clients.

Key Responsibilities

  • Provide excellent customer service to all clients, ensuring their needs are met and exceeded.
  • Actively promote and sell our bank's products and services to prospective and existing clients.
  • Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Collaborate with other banking professionals to identify and pursue new business opportunities.

Requirements

  • High school diploma or equivalent required; associate's or bachelor's degree preferred.
  • Minimum 2 years of experience in a customer-facing role, preferably in the banking industry.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet sales targets.

What We Offer

  • A competitive salary and bonus structure.
  • Opportunities for career advancement and professional growth.
  • A dynamic and supportive work environment.


  • Lexington, Kentucky, United States Prudential Financial Full time

    Unlock Your Potential as a Financial Services RepresentativeWe are seeking a highly motivated and analytical individual to join our team at Prudential Financial. As a Financial Services Representative, you will play a key role in helping clients achieve their financial goals. Your typical day may include:Developing relationships with clients and gathering...


  • Lexington, Kentucky, United States Stone Press Financial Group Full time

    About Stone Press Financial GroupWe're a growing company that empowers our advisors to drive their careers and make a meaningful impact in people's lives. Our culture values discipline, excellence, and a commitment to delivering exceptional results for our clients.We're seeking entrepreneurial candidates who share our passion for helping others achieve their...


  • Lexington, Kentucky, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAt Prudential Financial, we're committed to helping individuals achieve their financial goals. As a Financial Professional, you'll play a key role in helping clients plan for their financial futures.Key Responsibilities:Develop and maintain relationships with clients to understand their financial needs and...


  • Lexington, Kentucky, United States Stone Press Financial Group Full time

    Financial Advisor RoleStone Press Financial Group is seeking a skilled Financial Advisor to collaborate with our team. As a Financial Advisor, you will engage with clients to understand their financial objectives, risk tolerance, and insurance coverage. You will then recommend a tailored financial strategy to help them achieve their goals.Key...


  • Lexington, Kentucky, United States Karlo Financial Full time

    Job OverviewAt Karlo Financial, we're dedicated to providing comprehensive life insurance solutions to individuals and families. As a Remote Life Insurance Sales Representative, you'll play a crucial role in helping clients make informed decisions about their financial future.Key Responsibilities:Connect with potential clients via phone and other...


  • Lexington, Kentucky, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Potential with Symmetry Financial GroupAre you ready to take your career to the next level and build a successful business that generates system-driven income?As a Customer Success Representative with Symmetry Financial Group, you will have the opportunity to work with clients who are genuinely interested in our services, and enjoy uncapped...


  • Lexington, Kentucky, United States Stock Yards Bank & Trust Full time

    At Stock Yards Bank & Trust, we're seeking a skilled Bank Service Representative to join our team. As a Bank Service Representative, you'll play a vital role in delivering exceptional customer service and driving business growth. In this role, you'll have the opportunity to work with a variety of customers, providing solutions to their banking needs and...


  • Lexington, Kentucky, United States Heartland Bank and Trust Company Full time

    Job SummaryWe are seeking a skilled Customer Service Representative to join our Retail team at Heartland Bank. As a key member of our team, you will be responsible for providing exceptional customer service, building strong relationships with customers, and processing transactions accurately and efficiently.Key Responsibilities:Facilitate an excellent...


  • Lexington, Kentucky, United States State Farm Insurance Full time

    Job Summary: We are seeking a highly skilled Customer Service Representative to join our team at State Farm Insurance. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, addressing their inquiries, and resolving their issues in a timely and professional manner.Key Responsibilities:Assist...


  • Lexington, Kentucky, United States Fifth Third Full time

    Transform Customer ExperiencesWe're seeking a highly skilled Customer Service Representative Lead to join our team at Fifth Third Bank. As a key member of our Financial Center team, you'll play a vital role in delivering exceptional customer service and driving business growth.Key Responsibilities: Provide top-notch customer service, ensuring that every...


  • Lexington, Kentucky, United States Baptist Health System KY & IN Full time

    Job Summary:We are seeking a skilled Customer Service Representative to join our team as a Switchboard Operator. In this role, you will be responsible for directing incoming calls, monitoring alarms, and providing information to patients and visitors.Key Responsibilities:Direct incoming calls from the switchboard and patient information lines in a courteous...


  • Lexington, Kentucky, United States Credit Solutions LLC Full time

    Job SummaryCredit Solutions LLC is seeking a highly skilled Healthcare Customer Service Representative to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service to patients, resolving medical balances, and negotiating payments.Our ideal candidate will possess excellent communication skills, a...


  • Lexington, Kentucky, United States Lumina Financial Solutions Full time

    Job DescriptionAre you looking for a rewarding career in Insurance with high earning potential and growth opportunities? At Lumina Financial Solutions, we specialize in protecting families with various INSURANCE PRODUCTS such as life, whole life, mortgage protection, annuities, index universal life, and more.We offer a 100% COMMISSION-BASED structure and...


  • Lexington, Kentucky, United States Clint Conrad - State Farm Agent Full time

    Job DescriptionEmpower People to Manage Everyday RisksAs a Financial Representative with Clint Conrad - State Farm Agent, you will help individuals and families manage their financial risks and achieve their goals. You will leverage your insurance knowledge to identify client needs and provide tailored solutions, contributing to the agency's strategic...

  • Sales Representative

    3 weeks ago


    Lexington, Kentucky, United States Elevated Financial Benefits Full time

    Job Title: Outside Sales RepresentativeJob Description:We are seeking a highly motivated and results-driven Outside Sales Representative to join our team in Lexington and the surrounding area. As a key member of our sales team, you will be responsible for driving new business and generating new accounts through presenting our services to local...


  • Lexington, Kentucky, United States InsideHigherEd Full time

    Job Summary:The University of Kentucky is seeking a skilled College Financial Analyst to join our team. As a key member of the College of Pharmacy, this position will be responsible for overseeing and monitoring all cost centers, ensuring the maintenance of account activity supporting documentation, and performing monthly reconciliations of assigned...


  • Lexington, Kentucky, United States Buffalo Wild Wings Full time

    Work in a fast-paced environment as a Customer Service Representative at Buffalo Wild Wings South Broadway. You'll be responsible for managing takeout orders, assisting guests with their payments, and making a great first impression on every guest who walks through the door. This role is perfect for individuals who are passionate about delivering exceptional...


  • Lexington, Kentucky, United States Isaiah House Full time

    Job SummaryIsaiah House is seeking a detail-oriented and organized individual to fill the role of Client Financial Associate.This position is responsible for handling client finance issues, including capturing fees and client money, shopping for personal items, and ensuring timely submission of financial documents.The ideal candidate will possess strong...


  • Lexington, Kentucky, United States Envoy Air Inc. Full time

    Overview: Envoy Air Inc., a wholly owned subsidiary of American Airlines Group, provides regional flight service to American Airlines under the American Eagle brand and ground handling services for many American Airlines Group flights. We are seeking a Customer Service Representative to join our team at LEX. As a Customer Service Representative, you will be...


  • Lexington, Kentucky, United States Domino's Pizza LLC Full time

    Job SummaryAs a Customer Service Representative at Domino's Pizza LLC, you will be responsible for providing exceptional customer service to our valued customers. Your primary duties will include operating all equipment, stocking ingredients, preparing product, receiving and processing telephone orders, taking inventory, and completing associated paperwork....