Financial Services Representative

6 days ago


Gilbert, Arizona, United States Truwest Credit Union Full time
About the Role
At TruWest Credit Union, we are seeking a highly skilled Financial Services Representative to join our team. This individual will be responsible for providing exceptional service to our members by assisting with financial needs and promoting credit union products and services.

Key Responsibilities
- Identify member's financial needs through profiling and promote appropriate products and services.
- Manage lobby traffic, provide personalized service, and seek opportunities to exceed member expectations.
- Process product/service/loan applications, interface with members, and complete necessary documentation.

Requirements
- A minimum of one year Teller II or similar related sales experience at a financial institution.
- Good sales and referral abilities, advanced knowledge of TruWest products and services, and basic lending regulations.
- Strong customer service and interpersonal skills, with the ability to work with little or no supervision and complete tasks in a timely manner.

Benefits
We offer a competitive salary of approximately $19.11 per hour, plus benefits including first-day medical, dental, vision, and 401(k) matching. Our comprehensive package also includes paid time off and observance of all federal holidays.

  • Gilbert, Arizona, United States Truwest Credit Union Full time

    Welcome to Truwest Credit Union, where we strive to provide exceptional financial services to our members. As a Financial Services Representative, you will play a key role in assisting our members with their financial needs, providing personalized service and ensuring that they have the best possible experience.Our team is dedicated to delivering...


  • Gilbert, Arizona, United States Adam Gettys - State Farm Agent Full time

    Job SummaryAdam Gettys - State Farm Agent is seeking a skilled Insurance and Financial Services Representative to join our team. As a key member of our agency, you will be responsible for marketing State Farm insurance and financial service products to customers, building relationships, and providing exceptional service. This is an exciting opportunity for...


  • Gilbert, Arizona, United States TruWest Full time

    Live your best work life at TruWest Credit Union.We offer steady work schedules that make it easy to plan your life around. Self-care is important, and you get paid for it! We provide paid time off, observe all federal holidays, giving you 11 extra days a year to spend on yourself or with loved ones.We've got you covered with first-day medical, dental,...


  • Gilbert, Arizona, United States Truwest Credit Union Full time

    Overview of the PositionThe Financial Services Representative at TruWest Credit Union is a critical role that requires a high level of expertise in providing exceptional service to our members. This individual will be responsible for managing lobby traffic, assisting with financial needs, and promoting credit union products and services. Key...


  • Gilbert, Arizona, United States Truwest Credit Union Full time

    Job OverviewAt Truwest Credit Union, we strive to provide a unique and personalized experience for our members. As a Financial Service Specialist, you will play a crucial role in assisting our members with their financial needs, promoting our products and services, and delivering exceptional customer service.Key ResponsibilitiesThis position requires the...


  • Gilbert, Arizona, United States Farm Bureau Financial Services Full time

    About UsAt Farm Bureau Financial Services, we prioritize protecting our client members' livelihoods and futures while fostering an environment where employees thrive.Job SummaryWe are seeking a highly skilled Claims Service Representative to join our team. As a key member of our claims department, you will be responsible for reviewing, investigating, and...


  • Gilbert, Arizona, United States New York Life - Lance Gillman Full time

    Career OpportunityWe are seeking an experienced financial advisor to provide personalized strategies for clients to achieve their goals.About the PositionThis role involves developing and implementing tailored financial plans based on client risk tolerance and financial objectives. The ideal candidate will have a proven track record of creating successful...


  • Gilbert, Arizona, United States Ace Hardware Full time

    Are you looking for a rewarding career in retail? Ace Hardware is hiring a Customer Service Representative to join our team in East Chandler, AZ. This role offers an estimated salary of $12-$15 per hour.About the RoleIn this position, you will be responsible for:Answering customer questions and providing solutionsGreeting customers and thanking them for...


  • Gilbert, Arizona, United States Sam's Club Full time

    Sam's Club is seeking a skilled and experienced Customer Service Representative to join our team. As a key member of our sales floor team, you will play a critical role in ensuring that our members receive the highest level of customer service.Your responsibilities will include responding to member inquiries, resolving issues, and providing product...


  • Gilbert, Arizona, United States REDEMPTION PSYCHIATRY LLC Full time

    Job Summary: We are seeking a highly organized and detail-oriented Customer Service Representative to join our team at Redemption Psychiatry LLC. This role will be responsible for providing exceptional customer service to patients, ensuring their needs are met in a timely and efficient manner.The ideal candidate will have a minimum of 1 year of experience in...


  • Gilbert, Arizona, United States Massage Envy Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Massage Envy Gilbert Highland. As a key member of our front desk staff, you will be responsible for providing exceptional service to clients, promoting the value of Total Body Care, and supporting clinic flow.Key...


  • Gilbert, Arizona, United States Farm Bureau Financial Services Full time

    Are you a seasoned risk management professional seeking a new challenge? Do you have a strong background in loss control and risk assessment? We're looking for an experienced Loss Control Specialist to join our team at Farm Bureau Financial Services.About Us:We're a leading provider of financial services, dedicated to protecting the livelihoods and futures...


  • Gilbert, Arizona, United States Sunflower Bank Full time

    Banking Career OpportunitiesWe are seeking a motivated individual to join our team as a Customer Success Representative at our Gilbert, AZ location.This is a full-time position working 30-35 hours per week. The ideal candidate will have excellent customer service skills, be detail-oriented, and possess good computer skills.Job ResponsibilitiesProvide...


  • Gilbert, Arizona, United States Farm Bureau Financial Services Full time

    Job DescriptionFarm Bureau Financial Services is seeking an experienced Commercial Underwriting Specialist to join our team. As a key member of our underwriting department, you will play a vital role in delivering profitable new business and providing exceptional customer service.ResponsibilitiesRisk Analysis: Effectively assess and manage commercial new...


  • Gilbert, Arizona, United States Goodwill Industries International Inc Full time

    Job Title: Customer Service Representative - Full-TimeCompany OverviewGoodwill of Central and Northern Arizona is a non-profit organization dedicated to helping people with disabilities, disadvantages, and other barriers to employment find jobs and build careers. Our mission is to put people to work.We are currently seeking a Customer Service Representative...


  • Gilbert, Arizona, United States TEKsystems Full time

    Job OverviewWe are seeking a highly skilled Customer Service Representative to join our team in Gilbert, AZ. As a Mortgage Servicing Specialist, you will be responsible for providing exceptional customer service to homeowners through various communication channels.About the RoleThis is a fully onsite position that requires a strong focus on delivering...


  • Gilbert, Arizona, United States Linda Dyster - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and outgoing professional to join our team at Linda Dyster - State Farm Agent in Gilbert, Arizona.Salary InformationThe estimated salary for this position is $40,000 - $60,000 per year, plus commission/bonus.Job ResponsibilitiesProvide exceptional customer service, responding to inquiries regarding insurance...


  • Gilbert, Arizona, United States AC Doctors Services LLC Full time

    **Job Title:** HVAC Service Operations Manager**Location: Nearby City, USA**Estimated Salary:** $85,000 - $105,000 per year (dependent on experience)Company OverviewWe are A/C & Plumbing Doctors, a leading provider of HVAC services in the area. Our team is dedicated to delivering exceptional customer experiences and providing top-notch solutions for all our...


  • Gilbert, Arizona, United States Truwest Credit Union Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Service Specialist to join our team at Truwest Credit Union. In this role, you will be responsible for assisting our members with their financial needs, promoting our products and services, and delivering exceptional customer service.Duties and ResponsibilitiesThe successful candidate...


  • Gilbert, Arizona, United States TJ Maxx Full time

    We are seeking a highly skilled and customer-focused Sales Floor Representative to join our dynamic retail team at T.J. Maxx in Gilbert, AZ.About the Role:As a Sales Floor Representative, you will be responsible for engaging with customers, promoting products, and providing exceptional customer service.Key Responsibilities:Accurately process customer...