Financial Services Representative

6 days ago


Phoenix, Arizona, United States The Bank of America Corporation Full time

About Us

The Bank of America Corporation is a leading financial institution dedicated to helping individuals and businesses achieve their financial goals. Our mission is to provide innovative financial solutions, exceptional customer service, and a commitment to responsible growth.

Job Summary

We are seeking a highly motivated and customer-focused Client Services Representative II to join our team. As a Client Services Representative II, you will be responsible for providing exceptional customer service, resolving customer complaints, and promoting our financial products and services.

Key Responsibilities

  • Provide exceptional customer service to internal and external customers
  • Resolve customer complaints and concerns in a timely and professional manner
  • Promote and sell our financial products and services to customers
  • Develop and maintain relationships with customers to increase customer loyalty and retention
  • Work collaboratively with other teams to achieve business objectives

Requirements

  • High school diploma or equivalent required
  • 2+ years of customer service experience in a financial institution or related industry
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing priorities
  • Strong problem-solving and analytical skills


  • Phoenix, Arizona, United States Stellantis Financial Services US Full time

    About Stellantis Financial Services USWe are a leading financial services company providing innovative solutions to our customers. Our mission is to enhance our customers' experience by offering a range of financial products and services.Job SummaryA Collector is responsible for negotiating with customers who have delinquent accounts. The main job function...


  • Phoenix, Arizona, United States Voya Financial Advisors Inc Full time

    Job DescriptionVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to work with plan sponsor relationships in the Phoenix area.Key Responsibilities:Enroll clients in 403(b)/457 plans and provide retirement and investment strategies.Conduct...


  • Phoenix, Arizona, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and motivated Financial Sales Consultant to join our team. As a Financial Sales Consultant, you will be responsible for building and maintaining relationships with clients, identifying and pursuing new business opportunities, and providing exceptional customer service.Key...


  • Phoenix, Arizona, United States Charles Schwab Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our service team, you will play a critical role in helping clients achieve their financial goals.Key Responsibilities:Provide exceptional customer service to clients via phone, email, and in-person...


  • Phoenix, Arizona, United States Charles Schwab Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Charles Schwab. As a key member of our service team, you will be responsible for providing exceptional financial guidance and support to our clients.Key ResponsibilitiesProvide financial guidance and advice to clients through inbound...


  • Phoenix, Arizona, United States Employee Relations Associates Full time

    **Job Summary:**We are seeking a highly skilled and detail-oriented Financial Services Representative to join our team at Employee Relations Associates. As a key member of our customer service team, you will be responsible for providing exceptional support to our internal and external customers.Key Responsibilities:Support internal and external customers in...


  • Phoenix, Arizona, United States Charles Schwab Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Licensed Financial Services Representative. As a key member of our service team, you will play a critical role in providing exceptional client experiences and helping our clients achieve their financial goals.Key ResponsibilitiesProvide financial guidance...


  • Phoenix, Arizona, United States Mutual of Omaha Full time

    Job SummaryAs a Financial Representative Trainee at Mutual of Omaha, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Key ResponsibilitiesDevelop the skills required to provide holistic financial advice to clientsOversee completion of content,...


  • Phoenix, Arizona, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Key ResponsibilitiesProvide financial guidance to clients while forming lasting...


  • Phoenix, Arizona, United States Charles Schwab Full time

    Job SummaryWe are seeking a highly skilled Financial Services Representative to join our team at Charles Schwab. As a key member of our Participant Group Specialist team, you will be responsible for providing exceptional client service and support to our clients, including plan participants, trustees, and advisors.Key ResponsibilitiesProvide world-class...


  • Phoenix, Arizona, United States Chris Bolton - 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 - Insurance and Financial Services. 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, and...


  • Phoenix, Arizona, United States Kevin Mcgraw - State Farm Agent Full time

    Job Description**Position Overview**We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will play a vital role in providing exceptional customer service and support to our clients.Responsibilities:Establish and maintain...


  • Phoenix, Arizona, United States Symmetry Financial Group -Simple Solutions Financial Services LLC Full time

    About the RoleWe are seeking a highly motivated and independent Business Development Representative to join our Mortgage Protection team at Symmetry Financial Group - Simple Solutions Financial Services LLC.As a Business Development Representative, you will play a crucial role in helping American families protect their largest asset: the ability to make an...


  • Phoenix, Arizona, United States Chris Bolton - 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 play a vital role in providing exceptional service to our customers and helping them manage the risks of everyday life.ResponsibilitiesCustomer Relationships: Establish and maintain...


  • Phoenix, Arizona, United States Chris Bolton - 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 - Insurance and Financial Services. As a key member of our team, you will play a vital role in helping our customers manage the risks of everyday life, recover from the unexpected, and realize their...


  • Phoenix, Arizona, United States Bank of Texas Full time

    About the RoleWe are seeking a highly motivated and customer-focused Personal Banker I to join our team at Bank of Texas. As a Personal Banker I, you will be responsible for delivering exceptional client experiences and building long-term relationships with our clients.Key ResponsibilitiesProvide consultative conversations to existing and prospective clients...


  • Phoenix, Arizona, United States Chris Bolton - 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...


  • Phoenix, Arizona, United States GTE Financial Full time

    About the RoleGTE Financial is seeking a highly skilled and customer-focused Member Experience Advocate to join our team in Arizona. As a key member of our Member Care Team, you will play a vital role in delivering exceptional service to our members.Key ResponsibilitiesManage inbound calls and/or virtual teller sessions to resolve member inquiries and...


  • Phoenix, Arizona, United States Billd Full time

    Job DescriptionAbout BilldBilld is a pioneering fintech company dedicated to revolutionizing the $1.4 trillion dollar construction industry. We offer cutting-edge payment and financial solutions to empower our customers, the subcontractor. We are the first and only champion of the subcontractor, supporting entrepreneurs and the businesses that build our...


  • Phoenix, Arizona, United States Charles Schwab Full time

    About the RoleAs a Client Relationship Specialist at Charles Schwab, you will play a critical role in delivering an unparalleled client experience. You will work closely with your Client Relationship Manager and Branch Manager to ensure the operational success of our local branch.Key ResponsibilitiesProvide exceptional customer service to clients, responding...