Financial Service Consultant
3 days ago
Credit Union West, a prestigious financial institution in Arizona, is seeking an experienced Financial Service Consultant to join its team.
The ideal candidate will have a proven track record of providing exceptional member service experiences, offering consultative conversations and sound financial advice. The role involves developing and expanding new and existing relationships, focusing on sales and account maintenance.
Main Responsibilities:
- Sales and Service (60%): Consistently meet or exceed sales and production objectives by handling member requests, identifying needs, and making recommendations.
- New Account and Member Maintenance (25%): Open, maintain, and close various types of membership accounts, including savings, checking, certificates, and retirement accounts.
- Resource and Branch Support (10%): Provide resources to the branch team, act as a lead in the absence of a manager to de-escalate member concerns, and ensure compliance and security protocols are adhered to.
Requirements:
- A high school diploma or G.E.D.
- A minimum of 3-5 years of lending experience in a financial institution.
- NMLS required.
- Bilingual preferred.
Key Skills and Competencies:
- Livesthe mission, vision, and core values of the credit union.
- Able to communicate effectively and tactfully with employees and members both orally and in writing.
- Demonstrate critical thinking and self-reliance to analyze and solve problems.
- Effective time management and organizational skills.
Estimated Salary: $55,000 - $65,000 per year, competitive benefits package includes 100% paid health, dental & vision insurance, incentives up to 15%, 401K plan with employer matching funds up to 5%, profit sharing, tuition reimbursement, gym membership reimbursement, paid time off for holidays, vacation, and sick days, diverse and inclusive workplace, and Credit Union West membership and discounts.
-
High-Performing Financial Services Expert
19 hours ago
Glendale, Arizona, United States Prudential Financial Full timeWe are seeking a seasoned financial professional to expand our team.With a successful practice established, you're now looking to grow and leverage your expertise to deliver exceptional client experiences. At Prudential Advisors, we aim to empower you by providing the necessary tools, products, and platform to excel in your role.To achieve this goal, we...
-
Financial Services Director
5 days ago
Glendale, Arizona, United States GULFEAGLE SUPPLY Full timeJob OverviewGulfeagle Supply is a leading distributor of residential and commercial roofing and building products with over 75 locations nationwide.We are seeking an experienced Financial Services Director to manage our Accounts Receivables and Sales Support teams, ensuring timely collections and maximizing sales growth.ResponsibilitiesThis role requires...
-
Sales Consultant
4 weeks ago
Glendale, Arizona, United States Zales Full timeKey Responsibilities:Deliver exceptional customer experiences by engaging in conversations to understand customer needs and desires.Present merchandise and share detailed information regarding features and benefits of products.Provide information regarding extended service plans and financing options.Contribute to meeting individual and team sales...
-
Financial Services Manager
24 hours ago
Glendale, Arizona, United States GULFEAGLE SUPPLY Full timeJob OverviewGulfeagle Supply, a family-owned distributor of residential and commercial roofing and building products, is seeking a highly skilled Financial Services Manager to join our team. With over 75 locations nationwide, we are a growing company offering exciting career opportunities.Estimated Salary$85,000 - $110,000 per year, depending on...
-
Financial Transaction Manager
5 days ago
Glendale, Arizona, United States LHH Recruitment Solutions Full timeJob SummaryWe are seeking a highly skilled Financial Transaction Manager to join our team at LHH Recruitment Solutions. As an Accounts Payable Specialist, you will play a crucial part in ensuring that vendors, suppliers, and service providers are paid accurately and on time.
-
Glendale, Arizona, United States Mutual of Omaha Full timeAbout This OpportunityAre you looking to launch a career in sales and financial services? Mutual of Omaha is seeking highly motivated and results-driven individuals to join our team as Financial Representatives. This role offers a comprehensive training program, competitive compensation, and opportunities for advancement.Key ResponsibilitiesParticipate in an...
-
Retail Sales Consultant Opportunity
7 days ago
Glendale, Arizona, United States AlienVault Full timeCustomer Service RoleThis role is ideal for individuals who excel at building strong relationships with customers and are passionate about staying up-to-date with the latest technology trends.Key Responsibilities:Use a consultative sales approach to educate customers on AT&T's products and servicesContribute to the success of the team by processing online...
-
Non-Profit Chief Financial Officer CFO Lead
2 months ago
Glendale, Arizona, United States HunaX Full timeJob SummaryThe Chief Financial Officer (CFO) will provide strategic financial leadership to a large public interest law firm dedicated to expanding access to justice for low-income LA County residents. The CFO will oversee the finance department, ensuring effective finance and reporting structures, and collaborating with the Director of Grants Management &...
-
Financial Services Manager
3 days ago
Glendale, Arizona, United States GULFEAGLE SUPPLY Full timeJob OverviewGulfeagle Supply is a family-owned business with over 100+ locations nationwide, providing residential and commercial roofing and building products. We specialize in servicing professional contractors while offering various products and services to homeowners, architects, and general contractors.We pride ourselves on delivering high-quality...
-
Piano Accompanist for Worship Services
19 hours ago
Glendale, Arizona, United States Ladgov Corporation Full timeJob OverviewThe Ladgov Corporation seeks a skilled piano accompanist to provide musical support for worship services at Luke Air Force Base.Estimated Salary: $40,000 - $50,000 per annum, depending on experience.Key ResponsibilitiesThe successful candidate will be responsible for:Providing piano accompaniment for Sunday worship services, including preludes,...
-
Customer Service Representative
1 day ago
Glendale, Arizona, United States BCI Acrylic Independent Dealers Full timeAbout This RoleAs a Call Center Representative for Apex Windows and Bath, you will be a key member of our team, contributing to the growth and success of our company. With over 25 years of experience in the acrylic bath remodeling industry, we offer a unique opportunity to work with a leading brand.Key ResponsibilitiesDeliver scripted pitches to homeowners,...
-
Glendale, Arizona, United States Maricopa Community College District Full timeAt Maricopa Community College District, we are seeking a detail-oriented and customer-focused individual to serve as a Testing Assistant-Federal Work Study. This part-time position offers an excellent opportunity for students to gain experience while supporting their academic goals.The estimated hourly rate for this position is $15.00, reflecting the...
-
Front End Service Team Supervisor
5 days ago
Glendale, Arizona, United States Walmart Full timeWe are seeking a skilled and customer-focused individual to join our team as a Front End Service Team Supervisor. This role is responsible for ensuring that customers receive exceptional service, processing returns and refunds, and handling financial transactions. As a key member of the team, you will be expected to work efficiently and effectively to meet...
-
Insurance Customer Service Team Member
5 days ago
Glendale, Arizona, United States Jason Hagerty-District Office Full timeJob OverviewAt Jason Hagerty-District Office, we are seeking an exceptional individual to join our outstanding customer service team as a Customer Experience Representative. This full-time position offers an exciting opportunity for someone who is passionate about delivering exceptional customer experiences and building strong relationships with...
-
Lead Behavior Analyst
5 days ago
Glendale, Arizona, United States Trumpet Behavioral Health Full timeAbout the Role:We are seeking a highly skilled and dedicated Senior Board Certified Behavior Analyst to join our clinical team in Peoria, AZ. As a Lead Behavior Analyst, you will be responsible for conducting classroom observations, developing behavior-analytic skills, and providing training and support to paraprofessionals.Key Responsibilities:Conduct...
-
Glendale, Arizona, United States MPLT Healthcare Full timeMPLT Healthcare is seeking a highly skilled OB Hospitalist to join our team of medical professionals. As a leading healthcare staffing agency, we offer competitive pay rates for experienced physicians who can provide exceptional patient care.The ideal candidate will have a strong background in obstetrics and gynecology, with the ability to work independently...
-
Glendale, Arizona, United States Sam's Club Full timeUnlock a Rewarding Career in Food PreparationThe Prepared Foods Team Member role at Sam's Club is an excellent opportunity for individuals who are passionate about preparing high-quality food and delivering exceptional customer service. With a competitive hourly wage range of $16.00 to $23.00, this position offers a great starting point for a fulfilling...
-
Glendale, Arizona, United States Ascension Health Full timeJob SummaryWe are seeking a highly skilled Medical Director of Quality and Population Health to join our team at Ascension Wisconsin. This individual will be responsible for planning, directing, and coordinating initiatives around quality and population health, ensuring that our medical group meets its goals and objectives.Key ResponsibilitiesPlan and direct...
-
Customer Service Representative
3 weeks ago
Glendale, Arizona, United States Brenda Espinoza - State Farm Agent Full timeJob SummaryAs a State Farm Agent Team Member, you will play a vital role in providing exceptional customer service and support to our clients. If you're outgoing, customer-focused, and enjoy working with the public, this could be the ideal career for you. State Farm agents market only State Farm insurance and financial service products.About the...
-
Sleep Expert: Unlock Your Career Potential
6 days ago
Glendale, Arizona, United States Mattress Firm Full timeAt Mattress Firm, we're more than just a mattress company - we're a team of Sleep Experts dedicated to helping people sleep well so they can live well. As a Sales Consultant with us, you'll play a crucial role in creating life-changing experiences for our customers.Company OverviewWe're America's most trusted authority on sleep, with over 30 years of...