Financial Services Representative
2 days ago
Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Philadelphia, PA area.
Key Responsibilities- Identify and evaluate customer needs for financial services, develop an investment strategy, and implement it.
- Stay current on market conditions, educate clients on financial and investment vehicles, and provide ongoing training and coaching to staff.
- Drive investment and program integration initiatives, engage with branch staff, and provide regular feedback on sales practices and business development initiatives.
- Service and review existing client accounts, meet with clients periodically to review and update client needs, and conduct client workshops/seminars on various topics.
- Active Series 7, 63/65 (or 66) licenses, Life, Accident & Health licenses, and a clean U-4 and Background.
- Two or more years of sales experience in the financial services industry, preferably in a bank or credit union.
- Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients.
- Experience with working with a broker-dealer technology, CRM, and electronic order entry systems.
CUSO Financial Services, L.P. (CFS) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members.
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Financial Services Representative
3 weeks ago
Philadelphia, Pennsylvania, United States Fidelity TalentSource LLC Full timeJob Description:Financial Services RepresentativeWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional customer service to our clients, answering their questions, and helping them achieve their financial goals.Key...
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Financial Services Representative
4 days ago
Philadelphia, Pennsylvania, United States Ahida Garcia - State Farm Agent Full timeJob Title: Financial Account RepresentativeAs a Financial Account Representative with Ahida Garcia State Farm Agent, you will play a crucial role in marketing and selling financial products that help customers manage everyday risks. Your expertise in financial products will enable you to provide consultative advice to customers, helping them make informed...
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Financial Services Representative
2 days ago
Philadelphia, Pennsylvania, United States Ahida Garcia - State Farm Agent Full timeJob Title: Financial Account RepresentativeAs a Financial Account Representative with Ahida Garcia State Farm Agent, you will play a crucial role in marketing and selling financial products that help customers manage everyday risks. Your expertise in financial products will enable you to provide consultative advice to customers, helping them make informed...
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Financial Services Representative
2 weeks ago
Philadelphia, Pennsylvania, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAbout the Role:The Financial Representative is a key member of our team at Western & Southern Life, responsible for meeting the financial needs of our clients. This role requires a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key...
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Financial Services Representative
3 weeks ago
Philadelphia, Pennsylvania, United States Fidelity TalentSource LLC Full timeJob Description:Financial Services RepresentativeWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in supporting our customers by answering their questions, resolving their issues, and providing them with exceptional service.Key...
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Financial Services Representative
3 weeks ago
Philadelphia, Pennsylvania, United States Fidelity TalentSource LLC Full timeJob Description:Financial Services RepresentativeWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in supporting our customers by answering their questions, resolving their issues, and providing them with exceptional service.Key...
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Financial Service Representative
4 weeks ago
Philadelphia, Pennsylvania, United States FedChoice Federal Credit Union Full timeJob Title: Financial Service AdvisorAt FedChoice Federal Credit Union, we are seeking a highly skilled and customer-focused Financial Service Advisor to join our team. As a key member of our retail environment, you will be responsible for building and maintaining relationships with our members, upholding the integrity of our brand, and living out our mission...
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Member Service Representative-Bilingual
3 days ago
Philadelphia, Pennsylvania, United States TruMark Financial Full timeJob Title: Member Service Representative-Bilingual Job Summary: We are seeking a highly skilled and bilingual Member Service Representative to join our team at TruMark Financial Credit Union. As a key member of our branch operations team, you will be responsible for delivering exceptional member service to both existing and potential members. This role...
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Member Service Representative-Bilingual
1 month ago
Philadelphia, Pennsylvania, United States TruMark Financial Full timeJob Title: Member Service Representative-BilingualTruMark Financial Credit Union is seeking a highly skilled Member Service Representative-Bilingual to join our team. As a key member of our Branch Operations department, you will be responsible for delivering exceptional member service to both existing and potential members.Key Responsibilities:Effectively...
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Member Service Representative-Bilingual
4 weeks ago
Philadelphia, Pennsylvania, United States TruMark Financial Full timeJob Title: Member Service Representative-BilingualTruMark Financial Credit Union is seeking a highly skilled Member Service Representative-Bilingual to join our team. As a key member of our branch operations, you will be responsible for delivering exceptional member service to both existing and potential members.Key Responsibilities:Effectively educate and...
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Member Service Representative-Bilingual
2 weeks ago
Philadelphia, Pennsylvania, United States TruMark Financial Full timeJob Title: Member Service Representative-BilingualTruMark Financial Credit Union is seeking a highly skilled Member Service Representative-Bilingual to join our team. As a key member of our branch operations, you will be responsible for delivering exceptional member service to both existing and potential members.Key Responsibilities:Effectively educate and...
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Financial Services Representative
2 weeks ago
Philadelphia, Pennsylvania, United States Citizens Full timeAbout the RoleCitizens Bank is seeking a skilled Financial Services Representative to join our team. As a key member of our branch, you will be responsible for building strong relationships with customers, providing personalized financial solutions, and delivering exceptional customer service.Key ResponsibilitiesDevelop and maintain relationships with...
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Insurance and Financial Services Representative
4 weeks ago
Philadelphia, Pennsylvania, United States Gregg Englebreth - State Farm Agent Full timeJob OpportunityWe are seeking a highly motivated and results-driven Insurance and Financial Services Representative to join our team at Gregg Englebreth - State Farm Agent.Key ResponsibilitiesDevelop and maintain strong relationships with clients in insurance and financial services.Provide comprehensive financial planning and insurance advice to clients.Stay...
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Customer Service Representative
2 weeks ago
Philadelphia, Pennsylvania, United States Citizens Financial Group, Inc. Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Citizens Financial Group, Inc.As a key member of our branch team, you will be responsible for providing exceptional customer service, building strong relationships with our customers, and helping them achieve their financial goals.Key...
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Financial Services Representative
4 weeks ago
Philadelphia, Pennsylvania, United States Ahida Garcia - State Farm Agent Full timeAbout UsThe Ahida Garcia State Farm Agency is a customer-focused insurance agency dedicated to providing comprehensive insurance and financial services to our community. As a proud State Farm affiliate, we take pride in our strong values, exceptional service, and unwavering commitment to our customers' needs.Job DescriptionAs a Sales Representative, you will...
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Financial Services Professional
4 weeks ago
Philadelphia, Pennsylvania, United States Tristate Financial Advisors Full timeAbout Tristate Financial AdvisorsWe're a fast-growing firm that specializes in providing comprehensive financial planning and wealth management services to help working-class individuals achieve their financial goals.Job SummaryWe're seeking a highly motivated and results-driven Financial Advisor/Wealth Manager to join our team. As a Financial Advisor,...
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Financial Representative
4 weeks ago
Philadelphia, Pennsylvania, United States Northwestern Mutual Full timeOverviewAs a Financial Representative at Northwestern Mutual, you will have the opportunity to help clients achieve their financial goals through personalized financial planning. With our industry-leading training and resources, you will be equipped to deliver financial solutions that meet the unique needs of your clients.You will spend your days building...
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Financial Services Representative
1 month ago
Philadelphia, Pennsylvania, United States TD Bank N.A Full timeKey ResponsibilitiesThe Retail Banker I plays a crucial role in delivering TD Bank's brand promise by leveraging financial expertise and consultative advice to advise customers on banking solutions and needs.Key Performance IndicatorsContribute to the achievement of Banker, Retail, Customer Service, Customer Experience, and Financial Support goals.Utilize...
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Financial Services Representative
4 weeks ago
Philadelphia, Pennsylvania, United States Citizens Full timeAs a Customer Relationship Manager at Citizens, you will be the face of the branch, building lasting relationships with customers and providing trusted advice. With a strong focus on customer service, you will be responsible for getting to know your customers and understanding their financial goals.Key Responsibilities:Provide recommendations and assist...
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Financial Services Representative
4 days ago
Philadelphia, Pennsylvania, United States S&T Bancorp Full timeJob Title: Telephone Financial ConsultantJob Summary:We are seeking a skilled Telephone Financial Consultant to join our team at S&T Bancorp. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers through phone calls, ensuring their inquiries and concerns are addressed in a timely and...