Financial Services Associate
2 days ago
About the Opportunity:
\Are you looking for a challenging and rewarding role where you can grow your career? Do you have excellent communication and interpersonal skills? If so, we encourage you to apply for our Financial Services Associate position at Stearns Bank NA.
\About the Job:
\This is an exciting opportunity to join our team and contribute to the success of our organization. As a Financial Services Associate, you will be responsible for providing exceptional customer service and support in all aspects of banking operations.
\Your Key Responsibilities:
\- \
- Process a wide range of financial transactions including check cashing, withdrawals, deposits, and loan payments.\
- Sell and cross-sell a full range of banking services to present and potential customers.\
- Provide efficient and courteous service, on the phone and in person, with both internal and external customers.\
- Refer other bank products and services with a goal of acquiring 100% of the customer's business.\
- Assist with deposit product training with new and existing employees.\
- Maintain file on assigned competitor and monitor rates, pricing, product changes, etc.\
- Participate in Saturday duty when needed.\
- Maintain solid understanding of all legal and regulatory compliance issues as they pertain to this position.\
- Loss prevention and security as applicable for this position.\
- Complete required training.\
- Maintain confidentiality of customer accounts.\
- Other projects as assigned.\
- \
About You:
\We are looking for a highly motivated and detail-oriented individual who is passionate about delivering exceptional customer service.
\You should possess excellent communication and interpersonal skills, as well as the ability to work effectively in a fast-paced environment.
\Able to sit for extended periods of time, twist, bend, sit, walk use hands to twist, handle or feel objects, tools, or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk, or hear.
\Also, must have specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
\We offer a competitive salary and benefit package including our Employee Stock Ownership Program-one of the best long-term incentive programs in the nation.
-
Financial Services Associate
2 weeks ago
Scottsdale, Arizona, United States MSCCN Full timeWe are seeking an experienced Financial Services Associate to join our team at MSCCN.About the RoleThe successful candidate will be responsible for handling high-volume financial transactions, processing invoices, and managing account reconciliations. This is a dynamic role that requires strong organizational skills, attention to detail, and excellent...
-
Financial Services Assistant
3 days ago
Scottsdale, Arizona, United States Raymond James Financial Incorporated Full timeAbout Our TeamWe are a collaborative and dynamic team at Raymond James Financial Incorporated.We are committed to delivering exceptional results, exceeding client expectations, and continuously improving our processes.This role offers a unique opportunity to work with a talented team, develop your skills, and contribute to our continued...
-
Financial Services Associate
24 hours ago
Scottsdale, Arizona, United States Vanguard Full timeAbout the RoleWe are seeking a talented individual to partner with financial advisors in the onboarding and ongoing management of personal advisor client relationships.Key ResponsibilitiesAnswer inbound calls to meet service and trading needs of both Vanguard advisors and advised clients.Partner with financial advisors to execute planning deliverables...
-
Financial Services Associate
2 days ago
Scottsdale, Arizona, United States Annexus Group Full timeAnnexus Group is a dynamic financial services company offering innovative investment and retirement solutions. We are currently recruiting for an Operations Support Specialist in our North Scottsdale office.This role is responsible for assisting with reporting, workflow processing, and providing administrative support to ensure effective operations. If you...
-
Financial Services Specialist
3 days ago
Scottsdale, Arizona, United States Beacon Pointe Advisors Full timeOverviewBeacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Our team provides clear and objective investment advice to institutions, high-net-worth individuals, and families.As a Trading Associate at Beacon Pointe, you will join a highly talented team of...
-
Scottsdale, Arizona, United States Community Choice Financial Family of Brands Full timeWe are a leading consumer specialty finance organization, operating over 1,500 brick-and-mortar stores across 24 states and offering online product offerings in 20 states.About UsThe Community Choice Financial Family of Brands is committed to providing access to short-term financial services for people across the country. Our mission is to empower...
-
Financial Analyst Associate
2 weeks ago
Scottsdale, Arizona, United States COMMLOAN, INC. Full timeJob OverviewThe Financial Analyst Associate plays a pivotal role in supporting the commercial real estate loan fulfillment process for CommLoan, Inc. This position is part of the production team responsible for underwriting and packaging loan requests to secure competitive terms.
-
Financial Services Professional
1 day ago
Scottsdale, Arizona, United States Bank of America Full timeOverviewWe are a top financial services provider guided by a purpose to help make financial lives better. Our approach emphasizes responsible growth, delivering value to our stakeholders daily.Job SummaryA Financial Services Professional is needed to assist clients with transactions using self-service resources like mobile banking, online banking, or ATMs....
-
Financial Services Consultant
23 hours ago
Scottsdale, Arizona, United States TEKsystems Full timeTransforming Customer Experiences in Financial ServicesWe are seeking a skilled Financial Services Consultant to join our team at TEKsystems. As a key member of our organization, you will play a vital role in delivering exceptional customer experiences through expert financial services.About the Role:This is a unique opportunity to work in a fast-paced...
-
Financial Development Associate
2 weeks ago
Scottsdale, Arizona, United States Mutual of Omaha Full timeCompany Overview">Mutual of Omaha is a leading provider of insurance and financial services, dedicated to helping individuals and families achieve their long-term goals. Our company values integrity, diversity, and innovation, creating a dynamic and inclusive work environment.
-
Financial Services Accountant
2 weeks ago
Scottsdale, Arizona, United States AZ TUITION CONNECTION INC Full timeJob OverviewWe are seeking a detail-oriented Financial Services Accountant to join our team at AZ TUITION CONNECTION INC.
-
Point of Service Auditor
1 day ago
Scottsdale, Arizona, United States Crescent Services Full timeResponsibilitiesPrepare daily Restaurant Revenue Report data by auditing Point of Service tapes/journals to breakdown revenue, covers, waiters' fees, tips paid out and settlements by type and cashier.Run audit reports/journals from the front office system, Point of Service, and the computer.Make corrections and adjustments and handle all computer problems...
-
Customer Service Liaison
2 weeks ago
Scottsdale, Arizona, United States Crescent Services Full timeCrescent Services is looking for a skilled Customer Service Liaison to join our team. As a Hotel Guest Services Representative, you will be responsible for delivering exceptional guest service, ensuring a seamless check-in and check-out experience, and promoting hotel services and facilities.You will greet guests and complete the registration process,...
-
Financial Services Representative
2 days ago
Scottsdale, Arizona, United States Americor Full timeWe are seeking a talented Financial Services Representative to join our team at Americor in Scottsdale, AZ. As a Customer Service Representative, you will be responsible for delivering exceptional customer service and support to our clients.Your Key Responsibilities:Communicate effectively with customers and respond to their inquiries.Utilize call center...
-
Hotel Guest Services Representative
2 weeks ago
Scottsdale, Arizona, United States Crescent Services Full timeCrescent Services is committed to delivering exceptional guest service and financial profitability. As a Hotel Guest Services Representative, you will be responsible for greeting and registering guests, checking them out, and ensuring their stay is memorable.You will greet guests and complete the registration process, inputting and retrieving information...
-
Financial Services Specialist
2 days ago
Scottsdale, Arizona, United States Beacon Pointe Advisors Full timeAbout the RoleBeacon Pointe Advisors, a multi-billion dollar Registered Investment Advisor, is seeking an exceptional individual to join its Central Operations team as an Account Services Associate in Scottsdale, AZ. The successful candidate will serve high net worth individuals, families, and institutions, delivering exceptional service and supporting...
-
Financial Services Consultant
2 days ago
Scottsdale, Arizona, United States Equitable Advisors LLC Full timeCompany OverviewEquitable Advisors, LLC is a leading wealth management firm dedicated to helping clients achieve their financial goals. With a proven track record in the industry, we strive to deliver exceptional customer experiences and build long-term relationships based on trust, guidance, and technology.
-
Scottsdale, Arizona, United States Bankers Life Full timeAbout Bankers LifeWith a rich history dating back to 1879, Bankers Life has grown from its founders' simple wish to make insurance affordable. Today, the company remains true to its heritage, with strength, stability, and service shaping its culture as it helps provide financial security solutions.Compensation & BenefitsA competitive commission structure...
-
Financial Services Representative
5 days ago
Scottsdale, Arizona, United States Randstad Full timeCompany Overview: Our client is a world-renowned leader in investment management, dedicated to recognizing talents, nurturing potential, and fostering career growth.Salary Information: The estimated hourly rate for this role is $23 per hour, with a hybrid work model featuring 3 days in office and 2 days remote. The working hours are Monday through Friday,...
-
Mortgage Loan Originator
2 weeks ago
Scottsdale, Arizona, United States PNC Financial Services Group Full timeAbout the RoleWe are seeking an experienced Mortgage Loan Originator to join our team at PNC Financial Services Group. As a key member of our organization, you will be responsible for recommending loan solutions in accordance with lending guidelines and clients' requirements.