Financial Services Representative

**About the Role**We are seeking a highly skilled and motivated Financial Services Representative to join our team at TruStone Financial Credit Union. As a key member of our branch staff, you will be responsible for delivering exceptional customer service, building strong relationships with our members, and promoting our financial products and services.The...

Overview: At Wings Financial Credit Union, we are committed to helping our members achieve their financial goals and improve their overall quality of life. As a Financial Service Representative, you will play a critical role in this process by developing and maintaining strong relationships with members, identifying their financial needs, and providing...

Job OverviewThe Farmers Insurance & Financial Services district office in Plymouth, MN is seeking an experienced Financial Services Associate to cross-sell life and financial services to existing clients for agency owners in our district.This role requires a successful sales professional with at least 3 years of experience selling life insurance and...

Job Title: Financial Services RepresentativeLocation:Plymouth, MNEstimated Salary:$60,000 - $80,000 per yearAbout the Role:This is an excellent opportunity to join our team as a Financial Services Representative in Plymouth, MN. As a key member of our banking team, you will be responsible for ensuring customer satisfaction and making decisions on behalf of...

Job Description:A Financial Service Representative at Affinity Plus will provide exceptional service to members by assisting with everyday transactions, including deposits, withdrawals, and transfers. This role also involves providing education on self-serve options and troubleshooting issues related to credit or debit cards.The ideal candidate will have...

Job OverviewThe Wilson-McShane Corp is seeking an experienced Financial Services Representative to join their team. As a key member of the Accounts Receivable department, this individual will be responsible for ensuring seamless benefits delivery to participants.Based on industry standards and location, the estimated salary for this role is approximately...

Ayate Housing and Services is a leading nonprofit organization dedicated to ending homelessness and relieving hunger through action and advocacy.We are seeking an experienced Financial Management Representative to join our team. This role plays a critical part in client management by overseeing funds received from Social Security. As a representative payee,...

Kowalski Financial Overview">We are a small independent fee-only RIA Wealth Management firm with a purpose. Our Wealth Management practice provides comprehensive solutions incorporating financial planning, investment management, tax planning, and preparation.]We seek a collaborative Financial Advisor/Relationship Manager to partner with our Senior Wealth...

Responsibilities:Assist members with account-related requests, provide notarial services, and facilitate product sales.Build strong relationships through active listening, consultative approaches, and ongoing engagement.Maintain accurate records, diagnose complex issues, and communicate effectively with other departments.Promote financial wellness, recommend...

Job DescriptionThe Client Services Administrator plays a pivotal role in supporting Josiah Parker and contributing to the member experience. This position requires a strong work ethic, excellent communication skills, and the ability to prioritize tasks effectively.Main ResponsibilitiesProvide administrative support to Josiah Parker, ensuring seamless...

Job SummaryWe are seeking a highly skilled Sr Teller to join our team at Blaze Credit Union. As a key member of our branch operations, you will be responsible for executing financial transactions, recommending products and services, and providing exceptional customer service.Key Responsibilities:Execute financial transactions in a timely and accurate...

About the RoleWe are looking for a talented Financial Services Coordinator to join our team at Stevens Foster Financial Advisors. In this role, you will work closely with our Client Account Managers and Planning Department to create financial plans, maintain client records, and manage client relationships.The successful candidate will possess excellent...

Job OverviewStevens Foster Financial Advisors is a leading Registered Investment Advisory firm seeking an experienced Financial Services Professional to join our team. As a key member of our wealth management team, you will be responsible for developing trusting relationships with high net worth clients and providing personalized financial planning services.

About the RoleRADIUS GLOBAL SOLUTIONS LLC is looking for skilled Customer Service Associates to join our Financial Services Team. In this role, you will be responsible for handling customer inquiries, resolving financial issues, and meeting sales targets.Key Responsibilities:Respond to customer calls, emails, or letters regarding account balances, payment...

About Northland Securities Inc.We are a leading financial services firm dedicated to providing exceptional client experiences. Our mission is to deliver innovative solutions and personalized service, fostering a culture of belonging, inclusion, diversity, and equity. We strive to create opportunities for growth and success for every employee.Salary and...

Financial Marketing RepresentativeWe are seeking a highly skilled Financial Marketing Representative to join our team at Simplicity Group Holdings in Minneapolis, MN or Monticello, MN.As a Financial Marketing Representative, you will be responsible for promoting our market-leading products to insurance and investment professionals. You will also work closely...

Company OverviewAffinity Plus Federal Credit Union is a financial institution dedicated to providing exceptional service to its members. We strive to create an environment where employees feel valued and empowered to make a difference in the lives of our members.

Overview of Agate Housing and ServicesA nonprofit organization dedicated to ending homelessness and relieving hunger through action and advocacy. We provide emergency services, shelter, and housing programs for individuals and families.We believe that housing is a basic human right. Our values are: Integrity: Doing the right thing even if it isn't...

**Company Overview**At Westlake Financial, we believe in empowering our employees to drive business growth through strategic partnerships with dealerships. As a Sales and Management Professional - Financial Services, you will be responsible for increasing funded deals by building strong relationships with dealers who align with our company's vision.We offer...

At Symmetry Financial Group - Gary Uyemura, we are dedicated to helping our agents achieve their full potential. As a Financial Services Agent, you will have the opportunity to work with clients who are genuinely interested in our products and services, eliminating the need for cold calls.You will be part of a dynamic team that values work-life balance,...