Financial Services Representative

4 days ago


Palatine, Illinois, United States Wells Fargo Full time

Job Summary:

We are seeking a highly skilled Financial Services Representative to join our team at Wells Fargo. As a key member of our banking team, you will be responsible for delivering exceptional customer experiences by building relationships and providing personalized financial solutions.

Key Responsibilities:

  • Build and maintain strong relationships with customers to understand their financial needs and goals.
  • Provide personalized financial solutions and recommendations to help customers achieve their financial objectives.
  • Assist customers with banking products and services, including deposits, loans, and investments.
  • Stay up-to-date on industry trends and regulatory requirements to ensure compliance and provide expert advice to customers.
  • Collaborate with cross-functional teams to develop and implement business strategies that drive growth and customer satisfaction.

Requirements:

  • 2+ years of experience in financial services or a related field.
  • Strong understanding of financial products and services, including banking, investments, and insurance.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and make informed recommendations.

What We Offer:

  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including medical, dental, and vision insurance.
  • A 401(k) retirement plan with company match.
  • Opportunities for professional growth and development, including training and education programs.
  • A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional customer experiences.


  • Palatine, Illinois, United States Sasha Ivanov - State Farm Agent Full time

    **About Us**Sasha Ivanov - State Farm Agent is a leading insurance and financial services provider. We are committed to delivering exceptional customer experiences and building strong relationships with our clients.**Job Summary**We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key...


  • Palatine, Illinois, United States Genesis Marketing Full time

    About Genesis Marketing CorporationWe are a leading sales and customer service firm that represents a prominent energy corporation in the Midwest. Our company is committed to excellence and integrity, and we prioritize the success of our team members.Our MissionOur two main objectives are: Acquiring new customers for our clients on a daily basis Providing...


  • Palatine, Illinois, United States Genesis Marketing Full time

    Job SummaryWe are seeking a highly motivated and outgoing individual to join our team as a Customer Service Representative. As a key member of our sales and customer service team, you will be responsible for building relationships with qualified consumers and ensuring customer satisfaction.Key ResponsibilitiesAcquire new customers for our clients on a daily...


  • Palatine, Illinois, United States Harper College Full time

    Job SummaryWe are seeking a highly organized and detail-oriented individual to join our team as a Customer Service Representative. In this role, you will be responsible for providing exceptional customer service, responding to inquiries, and resolving issues in a timely and professional manner.Key ResponsibilitiesCustomer Service: Respond to customer...


  • Palatine, Illinois, United States Sasha Ivanov - State Farm Agent Full time

    About the RoleWe 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 establishing and maintaining strong relationships with our customers, providing exceptional service, and identifying opportunities to grow our business.Key...


  • Palatine, Illinois, United States Sasha Ivanov - State Farm Agent Full time

    About the RoleWe 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 establishing and maintaining strong relationships with our customers, providing them with exceptional service and support.Key ResponsibilitiesCustomer Relationship...


  • Palatine, Illinois, United States Ascendo Full time

    About the RoleWe are seeking a highly skilled Customer Service Representative to join our team at Ascendo Resources. As a key member of our client-facing team, you will be responsible for delivering exceptional support to our manufacturing clients' customers.Key ResponsibilitiesCustomer Communication: Serve as the primary point of contact for customers,...


  • Palatine, Illinois, United States Fifth Third Bank Full time

    Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service, Lending,...


  • Palatine, Illinois, United States Harper College Full time

    As a dedicated advocate within the One-Stop Center, this role is essential in providing comprehensive information to students and their families. The primary responsibility is to represent Harper College while addressing a wide array of inquiries related to financial aid, enrollment, academic records, payment methods, testing, and various programs available...


  • Palatine, Illinois, United States AIT Worldwide Logistics Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Domestic Customer Service Representative to join our team at AIT Worldwide Logistics. As a key member of our operations team, you will be responsible for tracking and tracing shipments with high accuracy, ensuring timely updates, and communicating with our field offices and agent/carrier...

  • Relationship Banker

    9 hours ago


    Palatine, Illinois, United States Wintrust Financial Full time

    About Wintrust FinancialWintrust Financial is a leading financial holding company with a strong presence in the Chicago and southern Wisconsin market areas. Our company operates fifteen community bank subsidiaries with over 170 banking locations, providing a wide range of financial services to individuals and businesses.Job SummaryWe are seeking a skilled...


  • Palatine, Illinois, United States Aurora Technologies Full time

    Key Responsibilities:Assume responsibility and make well-informed decisions that consider project objectives and interests, ensuring alignment with the company's strategic goals.Provide operational commercial management for extensive and complex infrastructure projects, leveraging expertise in financial planning and analysis.Be accountable for project risk...


  • Palatine, Illinois, United States AIT Worldwide Logistics Full time

    About the RoleAIT Worldwide Logistics is seeking a highly motivated and detail-oriented Domestic Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for tracking and tracing shipments with high accuracy, ensuring timely updates, and communicating with our field offices and agent/carrier...


  • Palatine, Illinois, United States Wintrust Financial Full time

    About Wintrust Financial:Wintrust is a prominent financial holding entity managing approximately $50 billion in assets and publicly traded on the NASDAQ: WTFC.Our Mission:Founded on the principle of being an alternative to larger banking institutions, Wintrust is dedicated to delivering personalized community banking services while leveraging advanced...


  • Palatine, Illinois, United States Harper College Full time

    As a key advocate within the One-Stop Center, this role is dedicated to providing essential information to students and their families. The primary responsibility is to represent Harper College and address a wide array of inquiries related to financial aid, enrollment, academic records, payment options, assessments, and various programs. This includes...


  • Palatine, Illinois, United States Harper College Full time

    As a dedicated advocate within the One-Stop Center, you will play a crucial role in assisting students and their families by providing essential information. Your primary responsibility will be to represent Harper College, addressing a wide array of inquiries related to financial aid, enrollment, academic records, payment options, assessments, and various...


  • Palatine, Illinois, United States Midtown Athletic Club Full time

    Midtown Athletic Club is seeking a Hospitality Associate who will serve as the initial point of contact for all interactions with our esteemed members and guests. Position Overview At Midtown, we prioritize our customers in every decision we make. Our Hospitality Associates play a crucial role in shaping the experience of each member and guest through warm...


  • Palatine, Illinois, United States Mavis Tire Supply Full time

    Job SummaryMavis Tire Supply is seeking highly motivated and experienced Automotive Assistants and Service Managers to join our team at one of our state-of-the-art automotive service and retail tire sales centers.Key ResponsibilitiesAssist customers with tire selections and under-car repair servicesProvide exceptional customer service and ensure customer...


  • Palatine, Illinois, United States Sasha Ivanov - State Farm Agent Full time

    Job OverviewAs a valued member of our team at Sasha Ivanov - State Farm Agent, you will have the opportunity to work in a dynamic and customer-focused environment. Our team is dedicated to providing exceptional service to our clients, and we are seeking a highly motivated and detail-oriented individual to join our team.Key ResponsibilitiesCustomer...


  • Palatine, Illinois, United States Midtown Athletic Club Full time

    Position OverviewMidtown Athletic Club is seeking dedicated Retail Associates to support our members and patrons in our retail spaces. Availability for weekends and some evenings is essential.Role SummaryOur Retail Associates act as advisors to both members and visitors. Whether customers are in search of the latest athletic gear, sports equipment, or...