Financial Services Representative

Job Description: Financial Services RepresentativeUnited Financial is seeking a highly motivated Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for assisting clients with their financial needs and providing exceptional customer service.Responsibilities:Present and communicate company loan...

At Security National Life, we pride ourselves on offering a range of final expense products to families in need. As a Financial Services Representative, you will play a crucial role in helping us achieve our goal of providing financial security to those who need it most.We are seeking an experienced and motivated individual to join our team as a Financial...

Empower customers by providing access to friendly, fast, and affordable financing for life's expenses as a Consumer Loan Sales Specialist at OneMain Financial. Learn the lending and servicing business, allowing you to grow your career and develop new relationships with customers throughout the loan process and loan life cycle.In This RoleDeliver results...

About the RoleBank of America is seeking a talented and motivated individual to join our team as a Relationship Banker. As a key member of our financial center team, you will play a critical role in building strong relationships with clients, helping them achieve their financial goals, and delivering exceptional customer service.About YouWe are looking for...

**What We Offer**We are proud to offer a competitive salary range of $20.00 - $23.50 per hour for our Full-Time Customer Service Representatives. In addition to a comprehensive benefits package, you will have the opportunity to positively impact your community through our inclusive culture and growth opportunities.

Role OverviewThe GAEL Rodriguez Insurance Agency seeks a skilled Financial Services Representative to join our team. This role involves providing exceptional customer service and support to clients, while promoting financial products and services.Key Responsibilities:Build and maintain strong relationships with clients, understanding their financial goals...

At Commonwealth Central Credit Union, we strive to serve the financial needs of our community. As a Financial Services Representative, you will play a vital role in assisting members with their financial goals. Your responsibilities will include:Providing exceptional customer service and addressing member inquiriesPerforming transactions with accuracy and...

Job DescriptionWe are seeking a highly motivated Financial Services Representative to join our team at Security National Life Insurance Company. As a key member of our sales team, you will play a crucial role in helping families protect their loved ones with final expense insurance plans.About the RoleThis is a full-time position that offers a competitive...

San Francisco Federal Credit Union (SFFedCU) is a highly successful financial institution with over 43,000 members and assets surpassing $1.3 billion.About the RoleThe Branch Services Representative serves as the liaison between members and the Credit Union, providing a variety of services such as opening new accounts, processing loans, and offering...

Job Summary\We are seeking a highly motivated Financial Services Representative to join our team at California Coast Credit. This is an exciting opportunity for a results-driven individual who enjoys working in a fast-paced environment and providing exceptional customer service.\About the Role\As a Financial Services Representative, you will be responsible...

Company OverviewWealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. With a strong presence in the global market, we specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment...

About The Plus Group">We are a well-established financial institution dedicated to providing excellent services to our customers. Our team is committed to excellence and we are looking for talented individuals like you to join us.">Salary: $22 - $25/hour">As a Financial Services Representative, you will be responsible for processing customer transactions...

Key Responsibilities:The successful Billing Specialist will be responsible for:Creating and sending invoices to clients in a timely mannerReconciling accounts and resolving any discrepanciesCommunicating with clients and internal teams to ensure accurate billingMaintaining organized billing files and recordsWe offer a competitive salary range of $40,000 -...

Company Overview: At Equitable Advisors LLC, we're driven by a mission to empower individuals and businesses to secure their financial futures. As a respected wealth management firm, we've established a reputation for delivering exceptional customer experiences through customized financial strategies. Our team is passionate about building long-term...

Company Overview">Golden 1 Credit Union is a not-for-profit financial cooperative that has been serving the community for over 80 years. Our mission is to provide our members with the highest level of service available in an efficient and courteous manner.">Job Description">We are seeking a highly motivated and detail-oriented Financial Services...

Our company, Community Choice Financial Family of Brands, has been serving customers since 1997. As a Cash Handling Specialist, you will be part of a team that prioritizes exceptional customer service and operational efficiency. We are looking for an experienced individual to fill this role and contribute to our continued success. This position offers a...

**About Us**Amplify is a revolutionary life insurance company founded in 2019 by industry veterans. We are changing the way people approach life insurance to build wealth, providing access to everyone, not just the wealthiest 1%. Our intelligent customer journey offers frictionless policy customization, pre-underwriting, and in-force policy management in a...

About the RoleSS&C Technologies is a global leader in providing innovative financial services and technology solutions. As a Sales and Marketing Representative, you will play a critical role in driving business growth and expanding our customer base in the San Francisco area.In this position, you will utilize your sales expertise to identify new business...

Job Summary:Farmers Insurance is seeking a Life Insurance and Financial Services Representative to join our team. As a Financial Services Agent, you will work closely with existing agents to expand your book of business, tap into thousands of warm leads, and provide expert financial services support to agents and customers.The successful candidate will have...

Private Banking Associate II Position OverviewThe Private Banking Associate II is a key role in driving client experience goals at Comerica Bank. This position supports the Wealth Management and Banking team by delivering full-service banking operations.An effective candidate for this position will possess the ability to provide exceptional client services...