Financial Service Representative

Job OverviewThe Hahnlen Agency is seeking a motivated Financial Services Representative to join our team. As a representative, you will be responsible for building relationships with clients and helping them achieve their financial goals.CompensationThe estimated salary range for this position is between $65,000-$85,000 per year, based on industry standards...

Job Description:At Gateway Metro Credit Union, we're looking for a skilled Member Service Representative to join our team. As a key member of our staff, you'll play a vital role in providing exceptional customer service, processing financial transactions, and building strong relationships with members.About the Role:This is a full-time opportunity that...

About the PositionCAR Financial Services is a national company and industry-leading provider of financial services for independent auto dealers.Job Summary: We are looking for a highly motivated Financial Services Coordinator to support our team in St. Louis, MO.Responsibilities:Providing exceptional customer service to resolve billing issues, answer service...

Job SummaryThis role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. Key responsibilities include accurately processing cash transactions, having deep conversations with clients to gain knowledge of their financial and life priorities, and connecting clients to solutions that...

Job SummaryWe are seeking a highly motivated and detail-oriented Financial Services Specialist to join our team in St. Louis, MO.The successful candidate will be responsible for interacting with customers who are past due, answering billing inquiries, and resolving disputes.As a key member of our team, you will also perform data entry, maintain open...

Job SummaryWe are seeking a highly motivated and organized individual to support our financial services operations. The successful candidate will possess excellent communication skills, a strong work ethic, and the ability to work independently with minimal supervision.

We're building a place where everyone feels like they belong.As a Branch Office Administrator at Edward Jones, you'll play a critical role in helping clients achieve their long-term financial goals. Our team of experienced professionals provides comprehensive training and support to ensure your success.You'll have the opportunity to develop strong...

At Western & Southern Life, we are seeking a motivated and customer-focused Financial Representative to join our team. This role offers an excellent opportunity for career growth and development in the field of financial services.About the RoleThe Financial Representative will be responsible for meeting the needs of middle-income clients by providing...

Overview of the RoleIn this challenging and rewarding role, you will serve as a Client Relations Financial Representative, providing exceptional service to clients and supporting the branch team in delivering tailored solutions. You will be responsible for evaluating client needs, presenting solutions, and ensuring that department standard operating...

About the Job:Lac Courte Oreilles Financial Services is looking for a reliable Loan Processor to perform loan approvals. As a Loan Processor, you will play a vital role in facilitating loan approvals while maintaining our organization's reputation.Responsibilities:Review loan applications and evaluate eligibilityCommunicate with customers to clarify loan...

At Gateway Metro Credit Union, we value our members and strive to deliver exceptional service. As a Member Service Representative, you will be the face of our organization, working closely with members to understand their financial needs and provide personalized solutions.RequirementsHigh school diploma or equivalent requiredExperience in a customer service...

Responsibilities and QualificationsMaintain accurate and up-to-date databases, records, and bookkeeping.Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation.Assist current policyholders during the insurance claims process.Grow new business by generating a prospective customer base.Provide exceptional customer...

Larson Financial Group, LLC is a leading provider of financial planning and wealth management services. We are seeking a highly skilled and experienced Senior Financial Strategist to join our team in the St. Louis, MO area.The ideal candidate will have at least 8 years of experience in the financial planning industry and hold licenses such as Series 7 & 66...

About the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Vantage Point Financial. This is an excellent opportunity for a motivated professional to work with a fast-growing holistic financial planning firm that provides comprehensive financial planning services.As a Senior Financial Advisor, you will be...

Role OverviewWe are seeking a highly experienced High Net Worth Strategist to join our team at Edward Jones. As a key member of our High Net Worth team, you will be responsible for developing and implementing comprehensive financial strategies for our clients with complex financial needs.**Key Responsibilities:**Develop and implement comprehensive financial...

Job OverviewElevated Financial Benefits is a nationally recognized sales organization headquartered in Bloomington, MN. We have built a reputation for consistent growth with top-performing reps, averaging 31% year-over-year expansion since our establishment in 2004.We are seeking a highly motivated Sales and Business Growth Representative to join our team in...

Job TitleWe are seeking an experienced financial professional to join our team as a Financial Services Manager. The successful candidate will be responsible for managing the day-to-day operations of our tax office branch and ensuring the effective management and profitable operation of the business.Main Responsibilities:Manage cash flow and financial...

About the Role: As a Financial Services Professional at Bankers Life, you will have the opportunity to build a rewarding career in insurance and wealth management. This role requires strong communication skills, a passion for helping others achieve their financial goals, and a drive to succeed in a competitive industry.We are seeking ambitious individuals...

About the TeamAt Walmart, we value our team members who are passionate about delivering exceptional customer experiences. As a Butcher and Customer Service Representative, you will be responsible for ensuring that our members receive high-quality products and exceptional customer service.This role involves working effectively in a fast-paced environment,...

About Precision Wealth StrategiesPrecision Wealth Strategies is a rapidly growing boutique wealth management firm, serving clients across the nation.We provide financial advising, planning, and consulting services to individuals, families, and businesses. Our refined process empowers clients to achieve their goals with confidence.