Financial Service Advisor
7 days ago
We are seeking a highly skilled Financial Service Advisor to join our team at Insight Credit Union. This role is perfect for individuals who are passionate about delivering exceptional member service and driving sales production.
Job SummaryThe successful candidate will be responsible for servicing members on the teller line and platform, consistently producing high volumes of sales while maintaining excellent customer relationships. Key responsibilities include receiving and processing financial transactions, selling money orders and gift cards, and balancing cash drawers. Additionally, this role involves providing timely information and resolving issues efficiently.
Key Responsibilities:- Process financial transactions, including deposits, withdrawals, and loan payments, ensuring accuracy and timeliness.
- Sell money orders and gift cards to members, promoting additional revenue streams.
- Balance cash drawers and maintain accurate records, identifying and resolving discrepancies promptly.
- Provide exceptional member service, responding to inquiries and resolving issues in a professional and courteous manner.
To succeed in this role, you will require:
- A minimum of one year of experience in a similar or related position, preferably in the financial industry.
- A high school education or equivalent.
- Excellent interpersonal and communication skills, with the ability to work effectively in a fast-paced environment.
- Able to operate a 10-key calculator and computer keyboard.
As a valued member of our team, you can expect:
- A competitive hourly rate starting at $18.00 per hour.
- A comprehensive benefits package, including medical, dental, vision, free life insurance, disability coverage, and a 401(k) plan with matching contributions.
- Paid time off, birthdays off, and tuition reimbursement opportunities.
Insight Credit Union is an equal opportunity employer, committed to providing a diverse and inclusive workplace. We offer a supportive environment where you can grow and develop your career. If you are a motivated and enthusiastic individual who shares our passion for delivering exceptional member service, we encourage you to apply.
-
Financial Advisor
6 days ago
Winter Haven, Florida, United States Edward Jones Full timeAt Edward Jones, we believe in building a community where everyone feels valued and empowered to achieve their goals. As a financial advisor with our firm, you'll have the opportunity to partner with clients and help them achieve their long-term financial objectives.We're proud to offer a comprehensive training program that will equip you with the skills and...
-
Building a Career in Financial Services
6 days ago
Winter Haven, Florida, United States Edward Jones Full timeWe are seeking a Financial Advisor to join our team at Edward Jones. As a Financial Advisor, you will partner with clients to help them achieve their long-term financial goals. Our comprehensive training program and robust support system will enable you to develop your own practice and lead a branch team in creating personalized financial strategies.With no...
-
Automotive Service Advisor Role
7 days ago
Winter Park, Florida, United States Honda Service Center Full timeAbout the PositionWe are seeking an experienced Service Advisor to join our team at Holler Honda Service Center. This is a full-time position offering a competitive salary and comprehensive benefits package.
-
Financial Services Consultant
2 days ago
Winter Haven, Florida, United States Edward Jones Full timeAbout the Role:">As a Financial Advisor at Edward Jones, you will have the opportunity to build and grow your own practice while working closely with clients to achieve their long-term financial goals. You will be responsible for partnering with clients to understand their needs and develop personalized investment strategies that help them achieve...
-
Career Opportunities in Financial Services
7 days ago
Winter Haven, Florida, United States Edward Jones Full timeAbout the RoleAs a Financial Advisor at Edward Jones, you will have the opportunity to partner with clients to help them achieve their long-term financial goals.This role involves developing your own practice, leading a branch team to create personalized financial strategies while fostering an inclusive and engaging environment.You will work closely with...
-
Senior Financial Advisor
2 weeks ago
Winter Park, Florida, United States Truist Full timeSeeking a seasoned financial advisor to join our team of experienced professionals in the wealth management division. This role requires a minimum of eight years of banking experience with a proven track record of consistently exceeding performance standards working with affluent clients to deliver banking, investments, risk management, and retail lending...
-
Financial Services Liaison
5 days ago
Winter Springs, Florida, United States Insight Credit Union Full timeDelivering exceptional service and fostering strong relationships with members is at the heart of this role.We are seeking a Financial Services Liaison to join our team at Insight Credit Union, providing support and guidance to our valued members.The ideal candidate will possess excellent communication skills, be highly organized, and have a passion for...
-
Tax Accountant
6 days ago
Winter Park, Florida, United States Creative Financial Staffing Full timeAbout the RoleAs a Senior Tax Accountant at Creative Financial Staffing, you will be part of a highly respected CPA firm with over 60 years of excellence in accounting, tax, business advisory, and consulting services. The firm prides itself on building strong, lasting relationships with its clients and fostering a positive, collaborative work environment for...
-
Financial Services Professional
1 week ago
Winter Haven, Florida, United States Edward Jones Full timeOverview of the RoleAs a Financial Advisor at Edward Jones, you will be responsible for partnering with clients to help them achieve their long-term financial goals. This involves providing personalized investment and financial solutions to create a comprehensive wealth plan tailored to each client's unique needs and objectives.
-
Winter Park, Florida, United States Creative Financial Staffing Full timeCFO Opportunity with a Dynamic Client OrganizationSalary Range: $180,000 - 210,000 per year.About the Role:We are seeking an experienced Chief Financial Officer (CFO) to join our client organization in Orlando. With over 20 years of experience, our client has established strong relationships with their clients and continues expanding their community...
-
Financial Planning Specialist
6 days ago
Bonita Springs, Florida, United States Baystate Financial Full timeOverviewBaystate Financial is a customer-centric, full-service financial firm that provides comprehensive financial services to individuals and businesses.With over 100 years of experience, we have established ourselves as one of the oldest and largest wealth management and financial services firms in New England.
-
Financial Services Specialist
7 days ago
Winter Park, Florida, United States Satcher & Company, PA Full timeAbout UsSatcher & Company, PA is a local CPA firm specializing in tax and accounting services.Job SummaryWe are seeking an experienced Tax Preparer to join our team in an in-office position. The ideal candidate will be responsible for preparing individual, S corporation, and partnership returns with flexibility in scheduling and competitive compensation...
-
Lead Financial Professional FL
1 week ago
Altamonte Springs, Florida, United States Creative Financial Staffing Full timeAbout the OpportunityWe are seeking a highly skilled Lead Financial Professional to join our team in Orlando, Florida. As a key member of our financial services team, you will be responsible for leading the preparation and analysis of financial information, ensuring the accuracy and timeliness of our financial reports.Key ResponsibilitiesCompile and analyze...
-
Senior Tax Professional with Hybrid Role
2 days ago
Winter Garden, Florida, United States Creative Financial Staffing Full timeUnlock Your Potential as a Senior Tax ProfessionalAbout Our Firm: At Creative Financial Staffing, we pride ourselves on being a leading Certified Public Accountant (CPA) firm, dedicated to delivering exceptional financial and tax solutions to our diverse client base. We're seeking an experienced and detail-oriented Senior Tax Accountant to join our team and...
-
Chief Financial Officer
5 days ago
Winter Park, Florida, United States CFO Strategic Partners Full timeAbout the RoleCFO Strategic Partners is seeking an experienced Chief Financial Officer to join our team. As a strategic growth leader, you will serve as a trusted advisor to numerous fast-growing middle-market sized clients.Job SummaryThe ideal candidate will have 10+ years of experience in public accounting and industry finance or accounting. You will be...
-
Winter Park, Florida, United States Creative Financial Staffing Full timeOverviewCreative Financial Staffing is seeking an experienced Interim CFO to guide our client's financial operations during a transitional period.About the RoleThe ideal candidate will have significant experience in developing budgets and financial strategies, with a background in the professional services industry.Key ResponsibilitiesDevelop and oversee...
-
Senior Financial Analyst
7 days ago
Tarpon Springs, Florida, United States Unbehagen Advisors Full timeJob DescriptionWe are seeking a skilled Bookkeeper and Staff Accountant to join our team at Unbehagen Advisors, a well-established tax and accounting firm in Tarpon Springs, FL.Job Overview:As a key member of our team, you will be responsible for managing multiple small business clients, performing data entry, and inputting financial information into...
-
Front End Service Team Associate
4 weeks ago
Winter Springs, Florida, United States Walmart Full timeJob Summary:As a Front End Service Team Associate at Walmart, you will play a key role in providing exceptional customer service and ensuring a smooth shopping experience for our customers. Your primary responsibilities will include greeting and thanking customers, processing returns and refunds, and carrying out financial transactions. You will also be...
-
Wellness Community Liaison
3 days ago
Winter Springs, Florida, United States YogaSix Winter Springs Full timeJob SummaryWe are seeking a highly motivated and enthusiastic Wellness Advisor to join our team at YogaSix Winter Springs. As a key member of our front desk staff, you will play a crucial role in providing exceptional customer service, driving new membership sales, and maintaining a clean and inviting studio environment.About the RoleThis part-time position...
-
Financial Controller
3 weeks ago
Winter Park, Florida, United States Jobot Full timeAccounting Manager Job SummaryThe ideal candidate will possess strong accounting and financial management skills, with a focus on regulatory compliance and financial reporting. A minimum of 5 years of experience in a similar role is required, with a proven track record of managing financial operations and leading a team.Key Responsibilities:Financial...