Financial Services Representative
2 weeks ago
Bellco Credit Union is seeking a highly skilled and customer-focused Financial Services Representative to join our team. As a key member of our branch staff, you will be responsible for providing exceptional member service, processing financial transactions, and promoting Credit Union products and services.
Key Responsibilities:- Provide exceptional member service, responding to inquiries and resolving issues in a timely and professional manner.
- Process a variety of financial transactions, including deposits, withdrawals, and loan applications.
- Promote Credit Union products and services, identifying sales opportunities and making recommendations to members.
- Maintain thorough knowledge of Credit Union products and services, staying up-to-date on new offerings and features.
- Establish and maintain relationships with members, providing personalized service and support.
- High school diploma or equivalent required.
- 6 months of cash handling experience and 1 year of sales or customer service experience preferred.
- Ability to interact with others in a positive manner, using strong communication skills.
- Ability to perform all teller duties, maintaining a high teller balancing efficiency.
- Ability to accurately and efficiently enter data and update member financial records.
The ideal candidate will be able to maintain continuous hours of standing and work in an office environment. Job function may necessitate changes in hours or location to meet business needs.
Bellco Credit Union offers a comprehensive benefits package, including medical, dental, vision, 401(k) with company match, and paid time off. We also offer bonuses for meeting production and team goals.
-
Financial Services Representative
2 weeks ago
, MI, United States Christian Financial Credit Union Full timeJob SummaryWe are seeking a highly skilled and customer-focused individual to join our team as a Teller-Member Services Representative. As a key member of our branch team, you will be responsible for providing exceptional member service, processing transactions, and promoting financial well-being to our members.Key ResponsibilitiesProcess deposits and...
-
Financial Services Representative
3 weeks ago
, MN, United States New York Life Full timeAbout the RoleWe are seeking a highly motivated and goal-oriented Financial Services Representative to join our team at New York Life Insurance Company. As a Financial Services Representative, you will be responsible for determining financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable...
-
Financial Services Representative
3 weeks ago
, TX, United States Guardian Austin Full timeJob OpportunityGuardian Austin is seeking a motivated individual to fill the role of Financial Representative. As a Financial Representative, you will collaborate with individuals and businesses in the Austin area, offering them access to financial services and products that safeguard their assets, enhance their financial awareness, and foster wealth...
-
Financial Services Representative
3 weeks ago
, CA, United States Global Financial Impact - Lorraine Emperador Full timeUnlock Your Earning PotentialAs a Financial Professional with Global Financial Impact - Lorraine Emperador, you'll have the opportunity to build a fulfilling career with unlimited earning potential. Our company is dedicated to providing top-notch training and support to help you succeed in the financial industry.Key Responsibilities:Develop Financial Need...
-
Financial Services Representative
5 days ago
, KS, United States INTRUST Bank Full timeAbout INTRUST BankAt INTRUST Bank, we're committed to providing exceptional service and support to our clients. Our team is dedicated to helping individuals and businesses achieve their financial goals through a range of investment and insurance products.Job SummaryWe're seeking a highly motivated and experienced Financial Services Representative to join our...
-
Financial Services Representative
13 hours ago
Milton, FL, United States The Mitchell Agency Full timeAre you looking to start a career? Do you want a six-figure income with unlimited growth potential? At The Mitchell Agency, we believe only you should have control of how much you earn and how far you take your career.The Financial Service Representative is responsible for direct management and oversite of individual's field performance, including new...
-
Financial Services Representative
1 day ago
, FL, United States Atria Wealth Solutions Full timeJob SummaryWe are seeking a highly skilled Financial Services Representative to join our team at Atria Wealth Solutions. As a key member of our investment program, you will be responsible for providing exceptional service to our clients, identifying their financial needs, and developing personalized investment strategies to meet their goals.Key...
-
Financial Service Representative
2 weeks ago
, CO, United States Bellco Full timeJob SummaryBellco Credit Union is seeking a highly skilled and customer-focused Member Service Advisor II to join our team. As a key member of our branch staff, you will be responsible for providing exceptional service to our members, processing financial transactions, and promoting our products and services.Key ResponsibilitiesProvide excellent customer...
-
Financial Services Representative
5 days ago
, MA, United States Citizens Full timeAbout the RoleCitizens Bank is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a key member of our branch, you will be responsible for building and maintaining strong relationships with our customers, providing personalized financial solutions, and delivering exceptional customer service.Key...
-
Financial Representative Representative
4 months ago
Centennial, CO, United States Mutual of Omaha Full timeFinancial Representative Trainee - Denver, CO Work Type: Full Time Regular Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling...
-
Financial Representative Representative
4 months ago
Centennial, CO, United States Mutual of Omaha Full timeFinancial Representative Trainee - Denver, CO Work Type: Full Time Regular Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling...
-
Financial Services Representative
3 weeks ago
, OH, United States PFS - Frisco, TX Full timeAbout the JobWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our organization, you will be responsible for providing exceptional customer service and driving business growth.Key Responsibilities:Develop and maintain strong relationships with clients to understand...
-
Financial Services Representative
3 weeks ago
, FL, United States New York Life - Orlando Office Full timeJob OpportunityNew York Life - Orlando Office is seeking a motivated financial service professional to join our team. As a Financial Services Representative, you will have the opportunity to work with clients to provide financial security and peace of mind through our insurance, annuity, and investment solutions.About the RoleThis is a unique opportunity to...
-
Financial Services Representative
1 week ago
, CT, United States Fidelity TalentSource LLC Full timeAbout 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 to understand their financial needs and goalsProvide...
-
Financial Services Representative
2 weeks ago
, GA, United States Barry Hancock - State Farm Agent Full timeJob OpportunityAt Barry Hancock - State Farm Agent, we are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our team, you will play a vital role in helping our customers achieve their financial goals and protect their assets.ResponsibilitiesEstablish and maintain strong...
-
Financial Services Representative Trainee
2 days ago
, TX, United States Mutual of Omaha Full timeFinancial Representative TraineeAs a Financial Representative Trainee at Mutual of Omaha, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling individual insurance products. This dynamic program includes a combination of self-study and hands-on experience projects, all tailored to a...
-
Customer Service Representative
2 weeks ago
, TX, United States Boudreaux Insurance & Financial Services, Inc. Full timeJob OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a key member of our State Farm independent contractor agent team, you will play a vital role in building and maintaining strong relationships with our customers.ResponsibilitiesEstablish and maintain customer relationships...
-
Financial Services Representative
3 weeks ago
, CT, United States Bronson Kinkade Consulting Full timeUnlock Your Earning PotentialAt Bronson Kinkade Consulting, we're expanding our team of experienced agents who can help individuals achieve their financial goals. As a Financial Services Representative, you'll have the opportunity to work with a variety of financial products, including Indexed Universal Life (IUL), annuities, life insurance, and more.Why...
-
Financial Services Representative
2 weeks ago
, TN, United States Freddie Villacci, Jr. - State Farm Agent Full timeJob OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Sales Representative. As a key member of our team, you will play a vital role in helping individuals and families protect what matters most to them.About UsAt Freddie Villacci, Jr. - State Farm Agent, we are dedicated to providing exceptional customer...
-
Financial Services Representative
5 days ago
, IL, United States Eric Bielinski - State Farm Agent Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Account Representative. As a key member of our team, you will play a vital role in providing exceptional service to our customers, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesCustomer Support: Provide prompt...