Financial Service Representative
3 weeks ago
We are seeking a highly skilled and motivated individual to join our team as a Financial Service Representative. This role is responsible for providing exceptional customer service and ensuring the accuracy of financial transactions.
Estimated Salary: $45,000 - $60,000 per year
About BMI Federal Credit UnionBMI Federal Credit Union is a not-for-profit financial cooperative that provides banking services to its member-owners. Our goal is to improve the financial well-being of our members and our community.
We have been recognized as one of the 'Best Employers in Ohio' by the Workforce Research Group for 15 consecutive years (2010-2024).
ResponsibilitiesAs a Financial Service Representative, you will be responsible for:
- Providing solutions to members' financial needs by explaining Credit Union products and services
- Cross-selling Credit Union products to meet members' needs
- Performing basic transactions while meeting the BMI FCU service standards
- Exhibiting enthusiasm, friendliness, and demonstrating knowledge to build rapport with members
To be successful in this role, you will need:
- A high school degree or equivalent
- Previous cash handling and customer service experience
- Basic math skills
- Ability to work a varied schedule
- Customer service focused
- Excellent communication and interpersonal skills
We offer a comprehensive benefits package, including:
- 401(k) Plan with Company Match
- Paid Time Off and Paid Holidays
- Medical, Dental, and Vision Insurance
- Robust Wellness Program
- Life and Disability Insurance
-
Financial Services Representative
2 weeks ago
Columbus, Ohio, United States KEMBA Financial Credit Union Full timeJob OverviewKEMBA Financial Credit Union seeks a skilled Member Service Representative to join our team. As a key member of our organization, you will be responsible for providing exceptional service to our members while maintaining a high level of professionalism.This is an excellent opportunity for individuals who enjoy working in a fast-paced environment...
-
Client Service Representative
1 month ago
Columbus, Ohio, United States Phaxis - Financial Services Full timeJob DescriptionA hybrid position is available at Phaxis - Financial Services in Columbus, OH for a Client Service Representative.This exciting opportunity offers room for growth with a reputable financial firm.We are seeking a professional to handle incoming phone calls regarding service inquiries on Brokerage accounts. The successful applicant will respond...
-
Financial Services Representative
5 hours ago
Columbus, Ohio, United States Randstad Full time**About the Role**We are seeking a highly motivated and customer-focused individual to join our Financial Services team as a Hybrid Financial Representative. In this role, you will be responsible for providing exceptional service to clients, plan sponsors, and brokers by fielding inbound calls, discussing plan options, and updating account...
-
Financial Services Representative
2 weeks ago
Columbus, Ohio, United States Fifth Third Full timeOpportunities Abound at Fifth Third BankFifth Third Bank is dedicated to helping our customers achieve their financial goals. We're seeking a highly motivated and customer-focused Financial Services Representative to join our team in Bexley, Ohio. As a key member of our banking team, you will be responsible for providing exceptional customer service and...
-
Financial Service Representative
3 weeks ago
Columbus, Ohio, United States Russell Tobin Full timeAccount Representative RoleWe are hiring an Account Representative to work in our Columbus, OH office. As an Account Representative, you will be responsible for handling incoming phone calls regarding various service inquiries on Client accounts. ResponsibilitiesRespond to client inquiries via phone, providing accurate and efficient solutions.Meet or exceed...
-
Financial Service Representative
2 days ago
Columbus, Ohio, United States ASK Staffing Full timeAbout ASK Consulting: We are an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. Our team connects people with amazing opportunities in a fast-paced, team-oriented environment.As a Financial Service Representative, you will handle incoming phone calls regarding various service inquiries on...
-
Financial Service Representative
3 weeks ago
Columbus, Ohio, United States Veterans Sourcing Group Full timeJob Summary:Candidates for this role will be responsible for handling incoming phone calls regarding various service inquiries on Brokerage accounts. The ideal candidate will have a high degree of accuracy and efficiency in responding to these calls, while consistently meeting key department performance metrics.As a Financial Service Representative at...
-
Financial Services Representative
2 weeks ago
Columbus, Ohio, United States Pride Health Full timeJob Title: Financial Services RepresentativeLocation: Columbus, OHType: 6 MonthsEstimated Salary Range: $18 - $19 per hourCompany OverviewPride Health is a top minority supplier of healthcare recruitment & staffing firm based in New York City.We have a broad geographic reach with offices throughout the U.S., India, and Brazil, leveraging over 20 years of...
-
Financial Services Associate
2 weeks ago
Columbus, Ohio, United States KEMBA Financial Credit Union Full timeAbout the RoleAs a Member Service Representative II at KEMBA Financial Credit Union, you will be responsible for providing exceptional member service and sales support to meet their financial needs.Duties and ResponsibilitiesAssumes responsibility for the effective and professional performance of member sales and service-related functions.Establishes and...
-
Financial Services Representative
2 weeks ago
Columbus, Ohio, United States Russell Tobin Full timeJob OpportunityRussell Tobin is hiring a Financial Services Representative to work in our Columbus, OH office.This role offers a competitive salary of $19.16/hour (W2) and a contract duration of 6-12 months with possible extension.Key Responsibilities:Provide timely and effective support to Morgan Stanley clients through incoming calls.Assist clients with...
-
Customer Service Representative
3 weeks ago
Columbus, Ohio, United States Nesco Resource, LLC Full timeNesco Resource, LLC is a leading provider of financial services and we are seeking highly skilled Customer Service Representatives to join our team.Company OverviewWe are committed to delivering exceptional customer experiences and building long-lasting relationships with our clients. Our team members are passionate about providing world-class service and...
-
Client Support Associate
2 weeks ago
Columbus, Ohio, United States Phaxis - Financial Services Full timeJob OverviewPhaxis - Financial Services is a reputable global firm with a presence in Columbus, OH. We are seeking highly professional and career-driven individuals to join our team as Client Service Representatives.About the RoleThe successful candidate will be responsible for handling incoming calls regarding various service inquiries on Brokerage...
-
Customer Support Representative
3 weeks ago
Columbus, Ohio, United States JobRialto Full timeJob OverviewCome work with JobRialto as a Customer Support Representative in our financial services department. This role is perfect for someone who enjoys providing top-notch customer service and has experience in the financial industry.Job DescriptionThis position requires handling incoming phone calls related to various service inquiries regarding client...
-
Customer Service Representative
4 weeks ago
Columbus, Ohio, United States Randstad Full timeAt Randstad, we are seeking a skilled Solutions Center Representative to join our team. As a key member of our financial services department, you will be responsible for providing exceptional support to our clients and their members, partners, plan sponsors, and investment professionals.
-
Customer Service Representative
3 weeks ago
Columbus, Ohio, United States KEMBA Financial Credit Union Full timeJob Title: Customer Service Representative - Virtual BranchThis role involves providing sales and service support for member-based business, with a focus on delivering superior customer experience while ensuring regulatory compliance.Key Responsibilities:Sales and Service Support: Professionally handle member inquiries and provide accurate information on...
-
Financial Services Coordinator
2 weeks ago
Columbus, Ohio, United States Kestra Financial Independent Advisor Full timeKestra Financial Independent Advisor is seeking a highly skilled Financial Services Coordinator to join our team. This role is responsible for providing exceptional client service, administrative support, and operational expertise to our financial advisors and clients.As a Financial Services Coordinator, you will be the primary point of contact for clients,...
-
Financial Services Coordinator
2 weeks ago
Columbus, Ohio, United States Kestra Financial Independent Advisor Full timeAs a Financial Services Coordinator at Kestra Financial Independent Advisor, you will play a vital role in delivering exceptional client experiences. Your primary responsibility will be to provide administrative support to our financial advisors and ensure seamless day-to-day operations.Job SummaryWe are seeking a highly organized and detail-oriented...
-
Financial Services Representative
4 weeks ago
Columbus, Ohio, United States Education First Credit Union Full timeJob Overview:Educate yourself about a rewarding career at Education First Credit Union, a full-service not-for-profit financial institution dedicated to enhancing members' financial position through education and quality service. We're seeking a skilled Member Solutions Specialist (Collections) to join our Columbus branch team. This is an in-office role that...
-
Financial Services Associate
3 weeks ago
Columbus, Ohio, United States PNC Financial Services Group Full timeAbout the Role:We are currently seeking a talented Financial Services Associate to join our team at PNC Financial Services Group. As a key member of our retail branch organization, you will play a critical role in providing exceptional customer service and support to clients.In this role, you will be responsible for performing a variety of tasks, including...
-
Financial Services Representative
2 weeks ago
Columbus, Ohio, United States Russell Tobin Full timeRole SummaryRussell Tobin is looking for a skilled Banking and Financial Services Specialist to join our team. As a Customer Support Professional, you will play a vital role in delivering world-class service to our clients.Your Key Responsibilities will include:Providing exceptional support to clients through incoming calls.Assisting with Cash Management...