Current jobs related to Financial Services Representative - Saint Paul, Minnesota - TRUSTONE FINANCIAL CREDIT UNION

  • Financial Service Representative

    1 week ago

    Saint Paul, Minnesota, United States Blaze Credit Union Full time

    About the Role:We are seeking a highly motivated and customer-focused Financial Service Representative to join our team at Blaze Credit Union. As a Financial Service Representative, you will be responsible for providing exceptional service to our members by processing a variety of transactions and inquiries.Key Responsibilities:Accurately process member...

  • Financial Services Representative

    2 weeks ago

    Saint Cloud, Minnesota, United States OneMain Financial Full time

    At OneMain Financial, we're looking for a skilled Financial Services Representative to join our team. As a Consumer Loan Sales Specialist, you'll play a critical role in empowering customers by providing access to friendly, fast, and affordable financing for life's expenses. You'll learn the lending and servicing business at OneMain, allowing you to grow...

  • Customer Service Representative

    2 weeks ago

    Saint Paul, Minnesota, United States Thrivent Financial Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Customer Service Representative to join our team at Thrivent Financial. As a key member of our support team, you will be responsible for providing exceptional customer service to our clients, handling inquiries, and supporting the daily operations of our practice.Key ResponsibilitiesProvide...

  • Financial Services Representative

    2 weeks ago

    Saint Paul, Minnesota, United States Affinity Plus Full time

    Job SummaryA Financial Services Representative at Affinity Plus will interact with members through various communication channels, including face-to-face, phone, and digital platforms. The ideal candidate will have excellent customer service skills and be able to recommend consumer lending and account products to meet members' needs.Key ResponsibilitiesOpen...

  • Financial Service Representative

    7 days ago

    Saint Paul, Minnesota, United States Blaze Credit Union Full time

    About the Role:We are seeking a highly motivated and customer-focused individual to join our team as a Financial Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our members, processing a variety of transactions, and educating them on our products and services.Key Responsibilities:Accurately...

  • Financial Services Representative

    1 month ago

    Saint Paul, Minnesota, United States Western & Southern Life Full time

    Job SummaryThe Financial Representative role at Western & Southern Life is a dynamic opportunity to meet the financial needs of middle-income clients. As a key member of our team, you will be responsible for educating clients, analyzing their needs, and recommending tailored solutions to ensure their financial security and wealth creation.Key...

  • Client Service Representative

    2 weeks ago

    Saint Paul, Minnesota, United States Northern Prairie Financial LLC Full time

    Job Title: Client Service RepresentativeWe are seeking a highly skilled Client Service Representative to join our team at Northern Prairie Financial LLC. As a Client Service Representative, you will play a critical role in supporting our financial advisors and clients in achieving their financial goals.Key Responsibilities:Support the role of 2 full-time...

  • Patient Financial Services Representative

    2 weeks ago

    Saint Paul, Minnesota, United States Nystrom & Associates, Ltd. Full time

    Financial Services RepresentativeWe are seeking a highly skilled Financial Services Representative to join our team at Nystrom & Associates, Ltd. in Arden Hills. As a Financial Services Representative, you will play a critical role in ensuring the smooth operation of our business office.Key Responsibilities:Field inbound and outbound patient calls regarding...

  • Financial Services Representative

    2 weeks ago

    Saint Paul, Minnesota, United States Associated Banc-Corp Full time

    At Associated Bank, we strive to create an inclusive culture where diverse perspectives are valued and recognized as strengths critical to our success.We invite you to explore a role where your growth and development are encouraged and supported.As a Financial Services Representative, you will work under the direct supervision of a Bank or Market Manager,...

  • Financial Services Representative

    2 weeks ago

    Saint Cloud, Minnesota, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAre you a self-motivated individual with a passion for helping others achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? If so, we invite you to explore a career as a Financial Professional with Prudential Financial.As a Financial Professional,...

  • Customer Service Representative

    2 weeks ago

    Saint Paul, Minnesota, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Earning PotentialAre you ready to take your career to the next level and earn a system-driven income? We're seeking ambitious individuals to join our team at Symmetry Financial Group - Gary Uyemura.As a Customer Service Representative, you'll work with clients who are genuinely interested in our services, using a lead system that eliminates cold...

  • Financial Services Representative

    2 weeks ago

    Saint Cloud, Minnesota, United States Paul J Hanson - State Farm Agent Full time

    Job Title: Financial RepresentativeWe are seeking a highly motivated and customer-focused Financial Representative to join our team at Paul J Hanson - State Farm Agent. As a Financial Representative, you will play a key role in helping our customers achieve their financial goals and manage the risks of everyday life.Responsibilities:Establish and maintain...

  • Financial Services Representative

    2 weeks ago

    Saint Cloud, Minnesota, United States Northwestern Mutual Full time

    Job Title: Associate Financial RepresentativeThe Associate Financial Representative plays a vital role in supporting the financial representative in building their practice and client relationships. This individual is responsible for ensuring the continuation of an efficient, effective, and organized office, serving as a liaison between the network office...

  • Financial Planning and Analysis Consultant

    1 week ago

    Saint Paul, Minnesota, United States Securian Financial Group Full time

    About the Role:The Institutional Retirement Solutions division at Securian Financial Group is seeking a highly skilled Financial Planning and Analysis (FP&A) Consultant to support FP&A functions and accounting for the business unit and reinsured business.Key Responsibilities:Partner with Vice President – Institutional Retirement Products and CFO –...

  • Financial Services Representative State Farm Agent Team Member

    2 weeks ago

    Saint Paul, Minnesota, United States Amy Wakem - State Farm Agent Full time

    Job DescriptionAs a Financial Services Representative with Amy Wakem - State Farm Agent, you will successfully market financial products that manage everyday risks. Your knowledge of financial products will reinforce your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision will make you an...

  • Client Services Representative

    4 weeks ago

    Saint Cloud, Minnesota, United States Cetera Financial Group Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Services Representative to join our team at Cetera Financial Group. As a Client Services Representative, you will play a critical role in supporting our Financial Advisors with their day-to-day investment practice, enhancing the customer service level and experience.Key...

  • Financial Services Representative

    2 weeks ago

    Saint Cloud, Minnesota, United States Paul J Hanson - State Farm Agent Full time

    Job Title: Financial RepresentativeWe are seeking a highly motivated and customer-focused Financial Representative to join our team at Paul J Hanson - State Farm Agent. As a Financial Representative, you will play a key role in helping our customers achieve their financial goals and protect their assets.Responsibilities:Establish and maintain strong...

  • Financial Planning and Analysis Consultant

    1 month ago

    Saint Paul, Minnesota, United States Securian Financial Group Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis (FP&A) Consultant to join our Institutional Retirement Solutions team at Securian Financial Group. As a key member of our team, you will be responsible for providing financial analysis and planning support to our business unit and reinsured business.Key ResponsibilitiesPartner with...

  • Expert Financial Analyst for Growth and Strategy

    5 days ago

    Saint Paul, Minnesota, United States Securian Financial Group Full time

    Job Overview:Securian Financial Group is seeking an accomplished Financial Planning & Analysis (FP&A) Consultant to support FP&A functions and accounting for the business unit and reinsured business. This role requires a highly skilled professional with expertise in financial analysis, budgeting, and forecasting to drive business growth and strategy.Key...

  • Sales Representative

    4 weeks ago

    Saint Paul, Minnesota, United States Chung Financial Group Full time

    Unlock Your Earning PotentialImagine a career where you can earn $75K per year if you're average, $150K per year if you're good, and $300K per year if you're a superstar, all while working just 2 to 3 days a week.This is a 100% commission, 1099 contract position that offers the freedom to choose your own hours and work at your own pace. You'll need to have...

Financial Services Representative

2 months ago

Saint Paul, Minnesota, United States TRUSTONE FINANCIAL CREDIT UNION Full time
Job Summary

We are seeking a highly skilled and motivated Financial Services Representative to join our team at TruStone Financial Credit Union. As a key member of our branch staff, you will be responsible for providing exceptional customer service, promoting financial products and services, and contributing to the overall success of our organization.

Key Responsibilities
  • Member Service: Welcome members into the branch, provide professional expertise in the service and sales of deposit products, loan products, and convenient services.
  • Financial Product Promotion: Promote the credit union's brand of savings, transparency, and financial education to members.
  • Loan Origination: Originate, underwrite, and close consumer and home equity loans following outlined TruStone Financial policies and procedures.
  • Transaction Processing: Accurately and efficiently interpret and process a wide variety of financial inquiries, account openings, service requests, and transactions.
Requirements
  • Education: Bachelor's Degree in Finance, Business Administration, or a related field, or four years of equivalent work experience.
  • Experience: Two years of cash handling experience or experience serving and interacting with customers.
  • Skills: Highly-developed interpersonal skills, a positive attitude, and a desire to help people. Ability to identify member opportunities for financial improvement, teach financial concepts, communicate recommendations, and provide support.
What We Offer
  • Competitive Compensation: Competitive pay and incentive programs for all positions.
  • Benefits: Health insurance, dental and vision insurance coverage, paid time off, holidays, and more.
  • Professional Development: Career development opportunities, including our STEP job shadow program, TruStone Academy certification courses, and more.

TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities, and all Protected Classes.