Financial Services Representative

2 days ago


Melrose Park, Illinois, United States Fifth Third Bank Full time

Transform Customer Relationships

We're seeking a skilled Financial Services Representative to join our team at Fifth Third Bank. As a key member of our retail banking team, you'll be responsible for building strong relationships with customers and identifying their financial needs.

Key Responsibilities:

  • Use the consultative sales process to build customer profiles and identify financial needs.
  • Maintain knowledge of retail consumer and small business products and services.
  • Utilize marketing tools to proactively reach out to customers and set appointments for financial reviews.
  • Cross-sell to existing customers and engage in outside sales activities.
  • Establish relationships with business partners and refer customers to provide holistic financial solutions.
  • Meet/exceed customer experience and production goals.

Requirements:

  • College degree or equivalent work experience.
  • Experience in the financial industry preferred.
  • Ability to develop a working knowledge of retail policies and procedures.
  • S.A.F.E. Act registration required.

Working Conditions:

  • Normal office environment.
  • Extending viewing of computer screens.


  • Orland Park, Illinois, United States Western & Southern Life Full time

    Job Title:Financial RepresentativeJob Summary:We are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will be responsible for meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...


  • Orland Park, Illinois, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...


  • Orland Park, Illinois, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Fidelity Investments. As a Financial Services Representative, you will play a critical role in supporting our customers by providing exceptional service and guidance on their financial needs.Key ResponsibilitiesProvide outstanding...


  • Highland Park, Illinois, United States Fidelity TalentSource LLC Full time

    Job Overview:Fidelity Investments is a leading financial services company that offers a range of investment and financial products to individuals, businesses, and institutions. We are seeking a highly motivated and customer-focused Financial Representative to join our team.About the Role:As a Financial Representative, you will be responsible for building and...


  • Franklin Park, Illinois, United States Global Financial Impact - Lorraine Emperador Full time

    Unlock Your Earning PotentialAs a highly motivated and ambitious individual, you have the opportunity to join our team as a Financial Professional and take your career to new heights. With our comprehensive training program, you will learn the skills and knowledge necessary to succeed in this exciting field.Key Responsibilities:Develop Financial Need...


  • Orland Park, Illinois, United States Fidelity Investments Full time

    Job Description:We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.The Expertise We're Looking For:Proven customer service skills, with experience in phone or...


  • Highland Park, Illinois, United States Fidelity TalentSource LLC Full time

    About the RoleFidelity Investments is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding their financial goals and needsProvide...


  • Melrose Park, Illinois, United States Manpower Group Inc. Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled Customer Service Representative to join our team at Manpower Group Inc. in Northlake, IL. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients and business partners via telephone and email.Key Responsibilities:Assist...


  • Melrose Park, Illinois, United States UniFirst Full time

    Job Title: Route Service RepresentativeAbout the Role:We are seeking a motivated and customer-focused Route Service Representative to join our team at UniFirst. As a Route Service Representative, you will play a critical role in supporting our Service Department by helping to load and unload trucks, deliver and pick up customer products, maintain vehicle...


  • Melrose Park, Illinois, United States Semper Solr Full time

    Customer Service RepresentativeSemper Solr is seeking a dedicated Customer Service Representative to join our Renewable Energy division. As a key member of our team, you will play a crucial role in supporting our mission to provide clean energy alternatives.Your responsibilities will include engaging with customers to ensure a seamless experience and...


  • Highland Park, Illinois, United States Fidelity TalentSource LLC Full time

    Job Overview:Fidelity Investments is a leading financial services company that offers a range of investment and retirement products. We are seeking a highly motivated and customer-focused Financial Representative to join our team.About the Role:As a Financial Representative, you will be responsible for providing exceptional client service and support to our...


  • Melrose Park, Illinois, United States U-Haul Full time

    Customer Service RepresentativeU-Haul is seeking a friendly and motivated Customer Service Representative to join our team. As a key member of our team, you will be responsible for providing exceptional customer service, ensuring that customers receive the help they need, and maintaining our equipment to the highest standards.Responsibilities:Assist...


  • Melrose Park, Illinois, United States Insight Global Full time

    Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Insight Global. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients and customers.Key Responsibilities:Answer customer calls and respond to customer...


  • Melrose Park, Illinois, United States U-Haul Full time

    Customer Service RepresentativeU-Haul is seeking a Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our customers, ensuring their needs are met, and exceeding their expectations.Responsibilities:Assist customers with U-Haul products and services,...


  • Melrose Park, Illinois, United States Semper Solr Full time

    At Semper Solr, we are seeking a dedicated Customer Service Representative to join our Renewable Energy division. This role plays a crucial part in supporting our mission to provide clean energy alternatives.Key responsibilities include engaging with customers to ensure a seamless experience, promoting the benefits of renewable energy solutions, and...


  • Highland Park, Illinois, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity Investments is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and driving business growth.About the Role:We are looking for a highly motivated and customer-focused individual who can provide exceptional service to our...


  • Schiller Park, Illinois, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorYour career path should lead to real opportunity. LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at Michigan State University Federal Credit Union in Chicago, IL would allow you to join the Investment Program at Michigan State University...


  • Melrose Park, Illinois, United States U-Haul Full time

    Customer Service Representative Job DescriptionAre you a people person looking for a rewarding career? U-Haul is seeking a friendly and motivated Customer Service Representative to join our team. As a Customer Service Representative, you will be the face of U-Haul's exceptional service, ensuring customers receive the help they need on their journeys. Your...


  • Melrose Park, Illinois, United States Armando Perez - State Farm Agent Full time

    Job OverviewAs a Customer Service Representative with Armando Perez - State Farm Agent, you will play a vital role in delivering exceptional client experiences that drive business growth. Your attention to detail, customer service skills, and bilingual abilities make you an ideal fit for this role.Key ResponsibilitiesEstablish and maintain strong customer...


  • Melrose Park, Illinois, United States James Tate - State Farm Agent Full time

    Job OpportunityWe are seeking a dedicated and customer-focused individual to join our team as a Customer Service Representative at James Tate - State Farm Agent. As a key member of our agency, you will play a vital role in delivering exceptional client experiences and contributing to the growth of our successful insurance agency.Key ResponsibilitiesEstablish...