Financial Services Representative

Job OverviewMomentum Financial Services Group is seeking a dynamic and driven sales professional to promote our financial products and services to meet the short- and long-term financial goals of our customers.Key ResponsibilitiesDeliver results on store profitability goalsProvide a quality customer sales experience through efficient execution of all...

Job OpportunityWe are seeking a highly motivated and competent Financial Services Representative to join our team at Global Financial Impact - Brian Garcia. As a remote financial professional, you will have the opportunity to work with A+ rated financial companies across the nation and develop financial need analysis for clients.Key Responsibilities:Develop...

About the JobAs a Financial Services Representative at Global Channel Management, you will be responsible for providing exceptional customer service to clients in the financial industry.Key Responsibilities:Handle customer inquiries and resolve issues in a timely and professional manner.Communicate with clients through various channels, including phone,...

Job OverviewTriad Financial Services, Inc. is a leading provider of manufactured and mobile home loans with over 60 years of experience. We are seeking a highly skilled Bilingual Originations Customer Care Associate to join our team.The successful candidate will be responsible for providing exceptional customer service to homeowners, assisting with routine...

Triad Financial Services, Inc. is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Closer/Funder to join our team. Bilingual experience in Spanish is ideal but not required for this position. This is a full-time position in our Jacksonville, FL office. We offer excellent...

Job DescriptionTriad Financial Services, Inc. is seeking a skilled Correspondence Specialist to join our team. As a Correspondence Specialist, you will be responsible for handling customer complaints, providing solutions and alternatives, and conducting research to establish facts and reach conclusions.Key Responsibilities:Log and track complaints and social...

Location Options:As a key member of the Truist Financial Corporation team, you will be responsible for providing exceptional client service in a fast-paced office environment. Your primary focus will be on delivering personalized support to clients, ensuring their financial needs are met and exceeded. Key Responsibilities:• Provide general client service...

Job Summary: We are seeking a highly motivated and skilled Financial Services Specialist to join our growing team at Triad Financial Services, Inc. NMLS #1063. As a key member of our team, you will be responsible for the processing of incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers.Key...

Job DescriptionRadiFi Federal Credit Union is seeking a highly skilled Financial Services Representative to join our team. As a key member of our branch network, you will serve as a resource for new and existing member account and loan needs, as well as teller transaction requirements. You will maintain extensive knowledge of all products and services to...

Job DescriptionWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Kim Lego - State Farm Agent. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, answering their insurance and financial services questions, and helping them find the right...

Job DescriptionTriad Financial Services, Inc. is seeking a highly skilled Senior Accountant to lead our accounting function in Jacksonville, FL. With a rich history dating back to 1959, we pride ourselves on setting high standards in the industry.We offer a competitive base salary with a range of $92K To $101K. Our benefits programs include a 401k with...

About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Modern Woodmen of America. As a Financial Representative, you will play a critical role in delivering personalized investment solutions to help clients achieve their long-term financial goals.Key ResponsibilitiesWork with current or new...

About Karlo FinancialKarlo Financial is a leading provider of comprehensive life insurance solutions, dedicated to helping individuals and families achieve peace of mind and financial security.Job SummaryWe are seeking a highly motivated and results-driven Remote Life Insurance Sales Representative to join our team. As a key member of our sales team, you...

Member Service RepresentativeAre you passionate about delivering exceptional customer service and helping others achieve their financial goals? We're seeking a highly motivated and detail-oriented Member Service Representative to join our team at First Florida Credit Union.The primary function of this position is to assist the Credit Union in achieving its...

At Wells Fargo, we're committed to helping our customers achieve their financial goals. As a Teller in our Consumer, Small & Business Banking division, you'll play a key role in providing exceptional service to our customers and helping them navigate their financial journeys.As a Teller, you'll be responsible for processing transactions, providing financial...

PNC is seeking a Customer Service Representative to provide exceptional customer service and accurately perform high-volume customer banking transactions.Key Responsibilities:Deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty.Process a variety of customer interactions, including transactions and...

Job OpportunityP3 Services is seeking a highly skilled Customer Service Representative to join our team in the Jacksonville Area.The ideal candidate will possess excellent communication skills, both written and verbal, and be able to work independently in a fast-paced environment.Key Responsibilities:Customer Service:Handle incoming customer inquiries via...

Unlock Your Earning PotentialAre you ready to take your career to the next level and earn a system-driven income?Join Symmetry Financial Group - Gary Uyemura as a Customer Success Representative and discover a proven turnkey system that delivers consistent results and allows you to grow into your full potential.As a Customer Success Representative, you will...

About OportunOportun is a mission-driven fintech that empowers its 2.0 million members to achieve their financial goals. With intelligent borrowing, savings, and budgeting capabilities, we provide responsible and affordable credit to those who need it most.Our CultureWe foster a diverse, equitable, and inclusive culture where everyone feels a sense of...

Job Summary: We are seeking a highly skilled Personal Financial Counselor II to provide personal financial services at assigned military installations.Key Responsibilities:Provide full breadth of personal financial counseling services to military service members and their families at military installations.Develop and make available informational financial...