Senior Financial Services Representative
3 weeks ago
At Bank of America, we're committed to helping our clients achieve their financial goals. As a Senior Financial Services Representative, you'll play a key role in delivering exceptional client experiences and driving business growth.
Key Responsibilities- Deepen client relationships through platform services
- Support clients with self-service or transactional activities
- Provide exceptional client care
- Proactively connect with clients through outbound calls and follow-up routines
As a member of our financial center team, you'll have the opportunity to work with a diverse range of clients and develop a deep understanding of their financial needs. You'll leverage your knowledge of banking products and services to provide tailored solutions and exceed client expectations.
Requirements- Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
- Collaborative and effective communicator with strong written and verbal skills
- Ability to learn and adapt to new information, technology platforms, and changing circumstances
We're looking for a talented and motivated individual who is passionate about delivering exceptional client experiences and driving business growth. If you're a strong communicator with a customer-centric approach, we encourage you to apply for this exciting opportunity.
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Financial Services Representative
1 month ago
Baltimore, Maryland, United States Dominion Financial Services Full timeJob OverviewEmpowering Mortgage ProfessionalsDominion Financial Services is a leading provider of mortgage financing solutions for investors and investment companies. We are seeking a highly motivated and results-driven Mortgage Loan Officer to join our team.Key ResponsibilitiesOrigination and SalesOriginate new mortgage loans for investors and investment...
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Senior Financial Services Representative
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Baltimore, Maryland, United States National Black MBA Association Full timeJob Title: Senior BankerAbout the Role:We are seeking a highly motivated and results-driven Senior Banker to join our team at National Black MBA Association. As a Senior Banker, you will be responsible for serving as the first point of contact for financial center clients, helping to uncover their personal banking needs, and offering appropriate...
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Senior Financial Analyst
1 week ago
Baltimore, Maryland, United States Creative Financial Staffing Full timeSenior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our team at Creative Financial Staffing. As a key member of our financial team, you will play a critical role in overseeing financial planning, budgeting, and reporting functions.About the Role:The Senior Financial Analyst will serve as a business partner to senior...
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Senior Financial Analyst
2 weeks ago
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Senior Financial Analyst
2 weeks ago
Baltimore, Maryland, United States Creative Financial Staffing Full timeSenior Financial AnalystOur client, a well-established non-profit organization in Baltimore County, is seeking a highly skilled Senior Financial Analyst to join their team. This role offers a unique blend of remote work and on-site collaboration, promoting work-life balance.About the Role:The Senior Financial Analyst will serve as a critical partner to the...
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Senior Financial Analyst
5 days ago
Baltimore, Maryland, United States Creative Financial Staffing Full timeAbout the OpportunityCreative Financial Staffing is seeking a highly skilled Senior Project Accountant to join our team in Catonsville, MD. As a Senior Project Accountant, you will play a critical role in supporting the company's financial operations and ensuring the accuracy and timeliness of financial reporting.Job DutiesPrepare and process billing,...
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Senior Financial Leader
2 weeks ago
Baltimore, Maryland, United States Creative Financial Staffing Full timeSenior Accountant OpportunityCreative Financial Staffing is seeking a seasoned Senior Accountant to join our client's finance team on a contract-to-hire basis. This is an exciting opportunity for a talented individual to take charge of day-to-day financial activities, ensuring accuracy, compliance, and transparency.Key Responsibilities:Lead Financial...
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Senior Financial Analyst
1 week ago
Baltimore, Maryland, United States Creative Financial Staffing Full timeAbout the Company and Overview of the Senior Accountant Role:Creative Financial Staffing is partnering with a non-profit organization in Baltimore, MD to find a Senior Accountant for a contract position. The ideal candidate will have 3+ years of accounting experience in a non-profit environment and strong Excel skills.Job Duties for the Senior...
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Senior Financial Analyst
1 month ago
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Experienced Financial Services Professional
4 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeJob OverviewThompson Financial Group is a leading financial services firm dedicated to providing comprehensive financial planning solutions to our clients. We are seeking an experienced financial services professional to join our team as a Senior Investment Advisor.Key ResponsibilitiesDevelop and maintain a book of business by prospecting and networking with...
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Senior Financial Analyst
2 weeks ago
Baltimore, Maryland, United States Exelon Services, Inc. Full timeJob Title: Senior Financial AnalystWe're a leading energy company, Exelon Services, Inc., driving the energy transformation. We're seeking a skilled Senior Financial Analyst to join our team. As a key member of our finance department, you'll play a critical role in managing and controlling O&M and capital costs.Key Responsibilities:Provide financial analysis...
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Financial Services Representative
3 weeks ago
Baltimore, Maryland, United States Municipal Employees Credit Union of Baltimore Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Financial Services Representative to join our team at Municipal Employees Credit Union of Baltimore. As a key member of our operations team, you will be responsible for providing exceptional service to our members by processing transactions, answering questions, and resolving issues in a timely...
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Financial Services Representative
2 weeks ago
Baltimore, Maryland, United States Municipal Employees Credit Union of Baltimore, Inc. Full timeJob OverviewMunicipal Employees Credit Union of Baltimore, Inc. is seeking a highly motivated and service-oriented professional to join our team as a Member Service Representative I/II.Job Summary:The Member Service Representative I/II will serve as a liaison between the credit union and its members, providing exceptional customer service and support. This...
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Financial Services Representative
2 weeks ago
Baltimore, Maryland, United States Municipal Employees Credit Union of Baltimore, Inc. Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Financial Services Representative to join our team at Municipal Employees Credit Union of Baltimore, Inc. As a key member of our branch staff, you will be responsible for providing exceptional service to our members by handling cash transactions, answering questions, and promoting our financial...
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Financial Services Representative
2 weeks ago
Baltimore, Maryland, United States Municipal Employees Credit Union of Baltimore, Inc. Full timeJob SummaryMunicipal Employees Credit Union of Baltimore, Inc. is seeking a highly skilled Financial Services Representative to join our team. As a key member of our staff, you will be responsible for providing exceptional service to our members, ensuring their financial needs are met, and promoting our credit union's products and services.Key...
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Financial Services Representative
2 days ago
Baltimore, Maryland, United States Municipal Employees Credit Union of Baltimore, Inc. Full timeJob SummaryMunicipal Employees Credit Union of Baltimore, Inc. is seeking a highly skilled Financial Services Representative to join our team. As a key member of our staff, you will be responsible for providing exceptional service to our members, ensuring their financial needs are met, and promoting our credit union's products and services.Key...
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Experienced Financial Services Professional
4 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeAbout Thompson Financial GroupWe are a leading financial services firm dedicated to providing innovative solutions for our clients. Our open architecture investment platform allows us to tailor our services to meet the unique needs of each client.Job SummaryWe are seeking an experienced financial services professional to join our team as a Senior Investment...
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Experienced Financial Services Professional
4 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeAbout Thompson Financial GroupWe are a leading financial services firm dedicated to providing innovative solutions for our clients. Our open architecture investment platform allows us to tailor our services to meet the unique needs of each client.Job SummaryWe are seeking an experienced financial services professional to join our team as a Senior Investment...
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Financial Services Representative
3 weeks ago
Baltimore, Maryland, United States Municipal Employees Credit Union of Baltimore Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Financial Services Representative to join our team at Municipal Employees Credit Union of Baltimore. As a key member of our branch staff, you will be responsible for providing exceptional service to our members by handling cash transactions, answering questions, and promoting our financial...
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Patient Financial Services Representative
4 weeks ago
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