Financial Services Representative
11 hours ago
Are you passionate about providing exceptional customer service? Do you have a knack for understanding complex financial products and services? We are seeking a highly motivated and experienced Financial Services Representative to join our team
Job SummaryWe are looking for a detail-oriented individual with excellent communication skills to serve as a consultant to members on various deposit and loan transactions/inquiries. As a Financial Services Representative, you will be responsible for resolving member issues accurately and in a timely manner, identifying members' needs, and making appropriate referrals for Credit Union's products and services.
This role requires strong analytical and problem-solving skills, as well as the ability to work effectively in a fast-paced environment. If you are a self-motivated individual who is passionate about delivering exceptional member experiences, we encourage you to apply
About the RoleThe Financial Services Representative will travel within the local area on a daily basis to support an assigned cluster of branches and provide staffing assistance at all branch locations as assigned. This role requires regular travel throughout the branch network (25-mile radius) and occasional weekend hours.
We offer a competitive salary of $45,000 - $55,000 per year, depending on experience, as well as a comprehensive benefits package, including paid holiday, sick leave, and vacation time. Our employees also enjoy tuition reimbursement for undergraduate and graduate courses, medical, dental, and vision insurance, life insurance, and long-term disability coverage.
Requirements- Bachelor's degree or equivalent required
- 1-2 years of customer service or financial services experience
-
Financial Services Representative
1 day ago
Miami, Florida, United States Seacoast Bank Full timeAbout Seacoast BankWe are a leading financial institution dedicated to providing exceptional customer service and innovative financial solutions. Our team of experts is committed to helping individuals and businesses achieve their financial goals.Job DescriptionWe are seeking a talented and ambitious Financial Services Representative to join our team. As a...
-
Financial Services Representative
2 weeks ago
Miami, Florida, United States Globe Life AIL: Ron Rentner Full timeJob OverviewGlobe Life AIL is seeking a results-driven Financial Services Representative to join our team in Florida or remotely.This role involves proactively engaging with prospective customers to sell life insurance products and services from home.Key ResponsibilitiesPromote and sell life insurance solutions - Effectively present product features and...
-
Financial Recovery Representative
2 weeks ago
Miami, Florida, United States Kelly Tractor CAT Full timeJob SummaryWe are seeking a highly skilled Financial Recovery Representative to join our team at Kelly Tractor CAT.This role involves working closely with customers to resolve overdue accounts while maintaining customer goodwill.About the RoleThe ideal candidate will have excellent customer service and negotiation skills, as well as the ability to...
-
Internal Audit Specialist
2 weeks ago
Miami, Florida, United States Creative Financial Staffing Full timeJob Summary:We are seeking a highly motivated and detail-oriented Internal Audit Specialist to join our team at Creative Financial Staffing. As an Internal Audit Specialist, you will play a critical role in ensuring the effectiveness of our internal controls and risk management processes.About the Role:This is a fantastic opportunity for someone looking to...
-
Career Launch in Financial Services
5 days ago
Miami, Florida, United States Mutual of Omaha Full timeWe are seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success as a Financial Representative.About the RoleAs a Financial Representative Trainee, you will embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual...
-
Financial Professional
2 weeks ago
Miami, Florida, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewAs a Financial Professional at Global Financial Impact, you will play a crucial role in helping clients and businesses achieve their financial goals. With a strong understanding of financial products and services, you will act as a liaison between clients and financial institutions.
-
Career Accelerator in Financial Services
2 weeks ago
Miami, Florida, United States Mutual of Omaha Full timeAbout the OpportunityWe are seeking driven, self-motivated individuals to join our dynamic trainee experience as a Financial Representative Trainee in Miami, FL. This role is designed to equip you with skills to excel in selling Individual Insurance products and building a sustainable financial practice through our comprehensive Accelerator Program.The...
-
Career Accelerator in Financial Services
3 weeks ago
Miami, Florida, United States Mutual of Omaha Full timeWe are seeking passionate individuals to join our Career Accelerator Program, a dynamic trainee experience designed to set you up for long-term success in the financial services industry.Job OverviewAs a Financial Representative Trainee, you will embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling...
-
Financial Services Representative
2 weeks ago
Miami, Florida, United States Amerantbank Full timeJob OverviewAmerant Bank seeks a seasoned Banking Specialist III to spearhead sales and service efforts, driving customer satisfaction and loyalty through tailored product solutions.About the RoleThis key position requires a deep understanding of Amerant Bank’s commitment to delivering exceptional customer experiences. As a Banking Specialist III, you will...
-
Financial Representative Development Specialist
2 weeks ago
Miami, Florida, United States Mutual of Omaha Full timeWe're seeking self-motivated individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.Company OverviewMutual of Omaha is a dynamic organization built on the strength...
-
Customer Service Representative
2 weeks ago
Miami, Florida, United States SSM Services, inc Full timeAbout the RoleSSM Services, inc is seeking a highly motivated and customer-focused Customer Service Representative to join our team. This role offers an exciting opportunity to work in a dynamic environment where you will be responsible for delivering exceptional customer experiences and driving business growth.Key Responsibilities:Customer Interaction:...
-
Financial Services Professional
2 weeks ago
Miami, Florida, United States Mutual of Omaha Full timeCompany OverviewMutual of Omaha is a leading provider of insurance and financial services, dedicated to helping individuals achieve their long-term goals. Our organization values diversity, inclusion, and innovation, creating a dynamic work environment that fosters growth and success.Salary and BenefitsThe Financial Representative Trainee will receive an...
-
Tax Financial Services Specialist
2 weeks ago
Miami, Florida, United States The Tax Team Inc Full timeJob SummaryWe are seeking an experienced Tax Financial Services Specialist to join our team at The Tax Team Inc. In this role, you will be responsible for providing comprehensive tax and financial services to clients.Key Responsibilities:Tax Planning and Compliance:Develop and implement effective tax planning strategies to minimize clients' tax liabilities...
-
Financial Representative Trainee Career Starter
3 weeks ago
Miami, Florida, United States Mutual of Omaha Full timeOverview">">This role offers a unique opportunity to launch your career in the financial services industry.">">Compensation">">The estimated salary for this position is $43,000 per year, based on the location and responsibilities.">">Job Responsibilities">">You will participate in a comprehensive program to develop the skills required to provide holistic...
-
Financial Services Representative
1 day ago
North Miami Beach, Florida, United States Bankers Life Full timeCompensation and BenefitsAs a Financial Services Professional with Bankers Life, you can expect a competitive compensation package that includes:A commission structure designed to grow with your successRenewable income and bonus programsFully paid insurance licensing, SIE, Series 6, Series 63, CFP, and moreRetirement Savings Program
-
Senior Financial Auditor
2 weeks ago
Miami, Florida, United States Creative Financial Staffing Full timeInternal Audit Role with Growth OpportunitiesThe company has been on the Fortune 500 list for over 66 years, consistently ranking in the top 100. In 2021, it was ranked as one of the World's Most Admired Companies by Fortune.This is an exciting opportunity to work with a innovative management team and contribute to the company's continued growth.As an...
-
Financial Representative Trainee
5 days ago
Miami, Florida, United States Mutual of Omaha Full timeUnlock Your Potential in the Financial Services IndustryWe are seeking motivated and driven individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you will embark on a comprehensive program that equips you with the skills and competencies necessary to...
-
Customer Service Representative
2 weeks ago
Miami, Florida, United States Seacoast Bank Full timeSeacoast Bank: Senior Teller PositionWe are seeking a skilled and dedicated Customer Service Representative to join our team as a Senior Teller at Seacoast Bank. As a key member of our branch, you will be responsible for providing exceptional customer service while handling cash transactions and managing day-to-day operations.Job Summary:The successful...
-
Financial Services Liaison
2 weeks ago
Miami, Florida, United States Educational Federal Credit Union Full timeJob OverviewWe are seeking a highly skilled Financial Services Liaison to join our team at Educational Federal Credit Union. In this role, you will be responsible for providing exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries.This is a fantastic opportunity to work in the education...
-
Financial Services Director
2 weeks ago
Miami, Florida, United States BridgePoint Investment Inc Full timeAbout BridgePoint Investment Inc.We are a boutique consulting firm dedicated to providing exceptional back-office services, consulting, and finance solutions to small and mid-size businesses (SMEs). Our mission is to foster growth and development in our clients' businesses, positioning them as leaders within their sectors.Job OverviewWe are seeking an...