Financial Services Representative
2 weeks ago
Global Channel Management is 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 and support to our clients.
Key Responsibilities- Communicate with external and internal customers through various channels, maintaining a positive and professional attitude at all times.
- Demonstrate excellent interpersonal, written, and oral communication skills, including the ability to ask probing questions to understand concerns and overcome objections.
- Respond promptly and accurately to customer inquiries and process a variety of customer requests within different levels of complexity.
- Work effectively in a fast-paced environment, managing multiple priorities and adapting to change.
- Develop and maintain strong relationships with clients, providing personalized support and solutions to meet their needs.
- 1-3 years of customer service, customer support, or inside sales experience in the financial or banking industry.
- Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment.
- Ability to quickly learn, multi-task, and meet expectations in a customer-centric and results-driven environment.
- Financial/banking experience and proficiency in basic computer skills, with advanced Excel knowledge preferred.
- Excellent negotiation and analytical skills, with sales or customer service experience preferred.
- Ability to work effectively both independently and as a team member, with a flexible schedule and willingness to work overtime as needed.
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Financial Services Representative
3 weeks ago
Jacksonville, Florida, United States Momentum Financial Services Group Full timeJob OpportunityWe are seeking a dynamic and driven sales professional to join our team at Momentum Financial Services Group.As a Financial Services Representative, you will play a key role in promoting our financial products and services to meet the short- and long-term financial goals of our customers.Key Responsibilities:Deliver results on store...
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Financial Services Representative
4 weeks ago
Jacksonville, Florida, United States Western & Southern Life Full timeJob Title: Financial RepresentativeWe are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. 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...
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Financial Services Representative
2 weeks ago
Jacksonville, Florida, United States Modern Woodmen Full timeAbout the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Representative. As a key member of our organization, you will play a vital role in delivering personalized investment solutions to help clients achieve their long-term financial goals.Key ResponsibilitiesWork with current or new members to provide...
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Financial Services Representative
7 days ago
Jacksonville, Florida, United States Modern Woodmen Full timeAbout Modern WoodmenNamed to Forbes' list of World's Best Insurance Companies for 2023, Modern Woodmen of America is the nation's third-largest fraternal benefit society. Since 1883, we've been focused on securing futures with financial guidance and products.Job SummaryWe're seeking a highly motivated and entrepreneurial-minded individual to join our team as...
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Financial Services Representative
2 weeks ago
Jacksonville, Florida, United States Modern Woodmen of America Full timeAbout the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Representative. As a key member of our organization, you will play a vital role in delivering personalized investment solutions to help clients achieve their long-term financial goals.ResponsibilitiesWork with current or new members to provide them...
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Financial Services Representative
3 weeks ago
Jacksonville, Florida, United States Western & Southern Life Full timeJob Title: Financial RepresentativeJob Summary:The Financial Representative is a key role at Western & Southern Life, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.Responsibilities:Market Development:...
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Financial Services Specialist
2 weeks ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeJob Title: Closer/Funder (Bilingual)We are seeking a highly motivated and skilled Closer/Funder to join our growing team at Triad Financial Services, Inc. This is a full-time position in our Jacksonville, FL office.Key Responsibilities:Process incoming loan packages from clients, including Direct Borrowers, Manufactured Home Dealers, and Brokers.Monitor loan...
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Financial Services Specialist
3 weeks ago
Jacksonville, Florida, United States Modern Woodmen of America Full timeFinancial Services RepresentativeWe are seeking a skilled Financial Services Representative to provide personalized investment solutions to clients in the Financial Services Industry.About the Role:Provide financial services information to current and potential clientsNetwork and prospect in the community to identify opportunitiesParticipate in mentorship...
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Financial Services Representative
38 minutes ago
Jacksonville, Florida, United States Fidelity TalentSource LLC Full timeJob Description:We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will have the opportunity to make a meaningful impact in the lives of our customers, helping them achieve their financial goals and dreams.Key Responsibilities:Provide exceptional customer service and support...
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Financial Services Representative
7 days ago
Jacksonville, Florida, United States Collabera Full timeJob Title: Financial Customer Service SpecialistWe are seeking a highly skilled Financial Customer Service Specialist to join our team at Collabera. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving their inquiries and issues in a timely and professional manner.Key...
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Customer Service Representative
1 month ago
Jacksonville, Florida, United States Randstad Full timeJob SummaryRandstad is seeking a highly skilled Customer Service Representative to join our team in a large banking and financial institution. As a Customer Service Representative, you will be responsible for providing exceptional customer service and support to clients and internal partners.Key ResponsibilitiesProvide clear, complete, and accurate responses...
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Financial Planner
2 weeks ago
Jacksonville, Florida, United States First Command Financial Services, Inc Full timeAbout the RoleFirst Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and build a successful financial planning practice.Key ResponsibilitiesPartner with local military...
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Financial Services Specialist
5 hours ago
Jacksonville, Florida, United States Triad Financial Services, Inc. NMLS #1063 Full timeJob SummaryWe are seeking a highly motivated and skilled Closer/Funder to join our growing team at Triad Financial Services, Inc. NMLS #1063. This is a full-time position in our Jacksonville, FL office.Key ResponsibilitiesProcess incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers.Monitor all...
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Financial Services Representative
4 weeks ago
Jacksonville, Florida, United States SoFi Full timeAbout the RoleWe are seeking a highly skilled Investment Specialist to join our team at SoFi. As a key member of our financial services team, you will be responsible for working with existing and new customers to help them build and improve their financial futures using SoFi's suite of investment services.Key ResponsibilitiesSupport members over the phone,...
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Financial Planner
3 weeks ago
Jacksonville, Florida, United States First Command Financial Services, Inc Full timeAbout the RoleFirst Command Financial Services, Inc. is seeking a Financial Advisor to join our team. As a Financial Advisor, you will work directly with military families to build a holistic financial plan, including savings, investments, and insurance.ResponsibilitiesPartner with local military organizations and units to engage with the military...
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Financial Services Team Lead
2 weeks ago
Jacksonville, Florida, United States The Western and Southern Life Insurance Company Full timeStaff Manager Job AdWe are seeking a highly skilled and experienced Financial Services Staff Manager to join our team at The Western and Southern Life Insurance Company.The ideal candidate will have a strong background in financial services, excellent leadership skills, and a passion for helping others achieve their financial goals.Key...
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Financial Services Associate
3 weeks ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob SummaryWe are seeking a highly motivated and skilled Processing Associate to join our growing team at Triad Financial Services Inc. The ideal candidate will have experience in customer service in the finance/mortgage industry, with a strong understanding of loan origination processes and procedures. The successful candidate will be responsible for...
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Financial Services Specialist
2 weeks ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob Title: Closer/Funder (Bilingual)Triad Financial Services Inc. is seeking a highly motivated and skilled Closer/Funder to join our team. As a Closer/Funder, you will be responsible for processing incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers.Key Responsibilities:Monitor all incoming loan...
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Financial Services Specialist
7 days ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob Title: Closer/Funder (Bilingual)Job Summary:Triad Financial Services Inc. is seeking a highly motivated and skilled Closer/Funder to join our growing team. As a Closer/Funder, you will be responsible for processing incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers. This role requires strong...
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Member Service Representative
2 weeks ago
Jacksonville, Florida, United States First Florida Credit Union Full timeMember Service RepresentativeAre you passionate about delivering exceptional service to members? Do you have a knack for building strong relationships and resolving complex issues? We're seeking a highly skilled Member Service Representative to join our team at First Florida Credit Union.Key Responsibilities:Provide top-notch service to members, responding...