Financial Service Representative

4 weeks ago


Philadelphia, Pennsylvania, United States FedChoice Federal Credit Union Full time
Job Title: Financial Service Advisor

At 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 and vision.

Key Responsibilities:
  • Member Service: Provide exceptional service to all members by demonstrating, following, and supporting the Inspired Financial Service promises and standards, as well as the Credit Union's Mission, Vision, and Values.
  • Financial Service Functions: Perform financial service functions, including opening and closing accounts, processing transactions, and providing information about accounts, products, and services.
  • Loan Options: Evaluate and discuss loan options with members, and refer them to apply for loans via an in-branch kiosk, online, or via the FedChoice mobile app.
  • Business Development: Make outbound calls to uncover member needs, increase member engagement, and seek new member referrals.
Requirements:
  • Education: High school graduate or equivalent.
  • Experience: Minimum two years of financial institution experience, preferably as a Financial Service Representative or Financial Service Advisor.

Salary: $50,000.00 Annually



  • Philadelphia, Pennsylvania, United States Fidelity TalentSource LLC Full time

    Job 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...


  • Philadelphia, Pennsylvania, United States Western & Southern Life Full time

    Job 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...


  • Philadelphia, Pennsylvania, United States Fidelity TalentSource LLC Full time

    Job 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...


  • Philadelphia, Pennsylvania, United States Fidelity TalentSource LLC Full time

    Job 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...


  • Philadelphia, Pennsylvania, United States TruMark Financial Full time

    Job 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...


  • Philadelphia, Pennsylvania, United States TruMark Financial Full time

    Job 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...


  • Philadelphia, Pennsylvania, United States TruMark Financial Full time

    Job 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...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    About 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...


  • Philadelphia, Pennsylvania, United States TruMark Financial Full time

    Job Title: Member Service Representative IIAt TruMark Financial Credit Union, we are seeking a highly skilled and motivated Member Service Representative II to join our team. As a key member of our branch operations, you will be responsible for delivering exceptional member service, educating members on our products and services, and driving sales and...


  • Philadelphia, Pennsylvania, United States Gregg Englebreth - State Farm Agent Full time

    Job 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...


  • Philadelphia, Pennsylvania, United States Ahida Garcia - State Farm Agent Full time

    About 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...


  • Philadelphia, Pennsylvania, United States Citizens Financial Group, Inc. Full time

    About 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...


  • Philadelphia, Pennsylvania, United States Northwestern Mutual Full time

    OverviewAs 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...


  • Philadelphia, Pennsylvania, United States Tristate Financial Advisors Full time

    About 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,...


  • Philadelphia, Pennsylvania, United States TD Bank N.A Full time

    Key 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...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    As 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...


  • Philadelphia, Pennsylvania, United States Citizens Financial Group, Inc. Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Citizens Teller. As a key member of our branch team, you will be responsible for providing exceptional customer service and support to our clients. Your primary goal will be to build strong relationships with our customers, understand their financial needs,...


  • Philadelphia, Pennsylvania, United States Prudential Financial Full time

    Unlock Your Potential as a Financial Advisor with Prudential FinancialPrudential Financial is seeking an experienced financial advisor to join our team in the greater Philadelphia market. As a financial advisor, you will have the opportunity to work with an existing book of clients, providing personalized financial solutions and helping individuals and...


  • Philadelphia, Pennsylvania, United States Prudential Financial Full time

    Unlock Your Potential as a Financial Advisor with Prudential FinancialPrudential Financial is seeking an experienced financial advisor to join our team in the greater Philadelphia market. As a financial advisor, you will have the opportunity to work with an existing book of clients, grow your career and business, and provide financial solutions to...


  • Philadelphia, Pennsylvania, United States Axcelus Financial Full time

    Accounting Associate RoleAt Axcelus Financial, we are seeking a highly skilled and detail-oriented Accounting Associate to join our team. This role will be responsible for supporting various general accounting, treasury, and financial reporting duties associated with Axcelus Financial and its affiliate entities.Key Responsibilities:Monitor and maintain daily...