Financial Services Representative

1 week ago

Kansas City, Missouri, United States CommunityAmerica Credit Union Full time
Personal Banker Job Description

The Personal Banker role at CommunityAmerica Credit Union involves building meaningful relationships with members through a consultative approach. Key responsibilities include selling credit union products and services, such as opening new accounts and facilitating lending processes, while delivering a personalized and high-quality member service experience.

Key Responsibilities:
  • Develop relationships with current and prospective members through a consultative sales approach, recommending credit union products and services that meet their financial goals.
  • Process financial transactions, including deposits, withdrawals, loan payments, transfers, and cashier's checks, while maintaining accurate records.
  • Open deposit and loan products, capturing necessary information in application systems to track member data.
  • Provide information and referrals to members seeking other services, including wealth management, mortgage, insurance, and other departments.
  • Enhance the member experience by greeting members enthusiastically and seeking opportunities to 'surprise and delight' them.
  • Assist members in using and adopting technology, including online and mobile banking platforms.
  • Listen to members' needs, consult on solutions, and resolve complex issues through a can-do approach.
  • Identify potential member fraud situations and follow reporting processes as needed.
  • Meet or exceed individual sales and production goals on a consistent basis.
  • Ensure compliance with all applicable laws, policies, and regulations.
  • Promote honest and open communication throughout the credit union.
Requirements:
  • Bachelor's degree or equivalent work experience.
  • Two or more years' experience in a financial institution or retail sales position.
Preferred Qualifications:
  • Member-focused approach with excellent communication skills.
  • Strong sales and consulting skills, with the ability to cross-sell products and services.
  • Superior problem-solving skills and ability to work in a fast-paced environment.
  • Exceptional time management skills and ability to maintain confidentiality.
  • Organizational skills, attention to detail, and accuracy in handling transactions and maintaining records.
  • Ability to communicate effectively in writing and verbally, with proficiency in math and knowledge of financial institution products and services.

  • Financial Services Representative

    4 weeks ago

    Kansas City, Missouri, United States Northwestern Mutual Full time

    Opportunity Overview:As a Financial Representative with Northwestern Mutual, you will play a critical role in helping clients achieve and maintain financial security by providing expert financial advice and matching solutions with their unique needs and goals.Develop strong relationships with clients and foster long-term partnerships built on trust and...

  • Financial Services Representative

    2 weeks ago

    Kansas City, Missouri, United States Bank of Texas Full time

    Job Title: Personal Banker ICompany: Bank of TexasWe are seeking a highly motivated and customer-focused Personal Banker I to join our team at Bank of Texas. As a Personal Banker I, you will play a vital role in providing exceptional client experiences and building long-term relationships.Key Responsibilities:Deliver outstanding client service and build...

  • Operations Support Services Representative

    3 weeks ago

    Kansas City, Missouri, United States Americo Financial Life and Annuity Full time

    Job Description:At Americo Financial Life and Annuity, we are seeking a highly skilled and detail-oriented Operations Support Services Representative to join our team. As a key member of our operations department, you will play a critical role in supporting all departments, policyholders, and agents.Key Responsibilities:Document Management: Review all...

  • Financial Services Representative

    2 weeks ago

    Kansas City, Missouri, United States SS&C Technologies Full time

    About the RoleWe are seeking a highly skilled Multi-Channel Contact Center Representative to join our team at SS&C Technologies. As a key member of our customer service team, you will be responsible for delivering exceptional service to our clients through various communication channels.Key ResponsibilitiesReview and process incoming requests from diverse...

  • Client Services Representative

    4 weeks ago

    Kansas City, Missouri, United States American Century Investment Services, Inc. Full time

    About American Century InvestmentsAs a leading global asset manager, American Century Investments is dedicated to delivering investment results and building long-term client relationships. Our firm is committed to providing institutional-quality, actively managed solutions with a performance-centered mindset.Job SummaryThe Client Services Representative is...

  • Financial Advisor

    6 days ago

    Kansas City, Missouri, United States Thrivent Financial Full time

    About the RoleWe are seeking a skilled and motivated Financial Advisor to join our team at Thrivent Financial. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and live more generous lives.Key ResponsibilitiesBuild and maintain relationships with clients to understand their financial needs and...

  • Customer Service Representative

    3 weeks ago

    Kansas City, Missouri, United States First Federal Bank Full time

    Job SummaryThe Customer Service Representative represents the Bank in a manner that enhances the bank's image through delivery of exceptional customer service, contributing to its growth; maintains and expands customer relationships by proactively meeting with customers to discover their financial needs and providing product recommendations in person and on...

  • Customer Service Representative

    3 weeks ago

    Kansas City, Missouri, United States Speedy Cash Inc Full time

    {"title": "Customer Service Representative", "content": "Customer Service RepresentativeAt Speedy Cash Inc, we are committed to providing exceptional customer service to our loyal and new customers. As a Customer Service Representative, you will play a vital role in ensuring that our customers receive the best possible experience when accessing our financial...

  • Financial Services Representative

    4 weeks ago

    Jefferson City, Missouri, United States Tower Loan Full time

    About Tower LoanTower Loan is a leading consumer finance company that has been serving customers for over 80 years. Our mission is to provide exceptional customer service and support to help individuals achieve their financial goals.Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service...

  • Financial Planner

    2 weeks ago

    Kansas City, Missouri, United States Larson Financial Group, LLC Full time

    Job Title: Financial PlannerLarson Financial Group, LLC is seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on investment strategies, financial planning, and wealth management.Key...

  • Customer Service Representative

    2 weeks ago

    Kansas City, Missouri, United States First Federal Bank Full time

    Customer Service Representative Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at First Federal Bank. As a Customer Service Representative, you will be responsible for delivering exceptional customer service, building and maintaining customer relationships, and contributing to the growth and success of our banking...

  • Financial Planner

    7 days ago

    Kansas City, Missouri, United States Larson Financial Group, LLC Full time

    Job Title: Financial PlannerLarson Financial Group, LLC is seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on investment planning, wealth management, and financial services.Key...

  • Financial Planner

    6 days ago

    Kansas City, Missouri, United States Larson Financial Group, LLC Full time

    Job Title: Financial PlannerLarson Financial Group, LLC is seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on investment strategies, financial planning, and wealth management.Key...

  • Member Service Representative

    7 days ago

    Kansas City, Missouri, United States Alterna Bank Full time

    Job Title: Member Service RepresentativeAlterna Bank is seeking a highly skilled and customer-focused Member Service Representative to join our team. As a key member of our banking operations team, you will be responsible for providing exceptional service to our members, ensuring their needs are met, and exceeding their expectations.Key...

  • Customer Service Representative II

    2 weeks ago

    Kansas City, Missouri, United States First Federal Bank Full time

    Customer Service Representative IIAt First Federal Bank, we're committed to helping our customers achieve financial wellness. As a Customer Service Representative II, you'll play a vital role in delivering exceptional customer service and contributing to the bank's growth.Key Responsibilities:Represent the bank in a manner that enhances its image and...

  • Customer Service Representative II

    3 weeks ago

    Kansas City, Missouri, United States First Federal Bank Full time

    Customer Service Representative IIAt First Federal Bank, we're committed to helping our customers achieve financial wellness. As a Customer Service Representative II, you'll play a vital role in delivering exceptional customer service and contributing to the bank's growth.Key Responsibilities:Represent the bank in a manner that enhances its image through...

  • Financial Planner

    2 weeks ago

    Kansas City, Missouri, United States Larson Financial Group, LLC Full time

    Financial Planner Job DescriptionLarson Financial Group, LLC is seeking a skilled Financial Planner to join our team in the Kansas City, MO area. As a Financial Planner, you will play a crucial role in helping clients achieve their financial goals by providing expert guidance and support.Key Responsibilities:Conduct client meetings to discuss financial plans...

  • Customer Service Representative

    3 weeks ago

    Kansas City, Missouri, United States First Federal Bank Full time

    Job SummaryThe Customer Service Representative will represent the Bank in a manner that enhances the bank's image through delivery of exceptional customer service, contributing to its growth; maintains and expands customer relationships by proactively meeting with customers to discover their financial needs and providing product recommendations in person and...

  • Sales Development Representative

    4 weeks ago

    Kansas City, Missouri, United States Chung Financial Group Full time

    Job OverviewAt Chung Financial Group, we're seeking a highly motivated and results-driven Inside Sales Representative to join our team. As a key member of our sales team, you'll play a vital role in helping clients achieve financial security while enjoying the freedom and flexibility that come with remote work.Key Responsibilities:Cultivate and Maintain...

  • Customer Service Representative

    3 weeks ago

    Kansas City, Missouri, United States First Federal Bank Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at First Federal Bank. As a key member of our banking center, you will be responsible for delivering exceptional customer service, building strong relationships with our clients, and contributing to the growth and success of our organization.Key...