1837 financial service representative jobs found

Job Description Function Citadel's Financial Service Representatives are on the front line of our retail offices and are relied upon to perform our customers' daily banking transactions. In this teller position it is necessary to balance quality customer service with the convenience of accurate and timely transactions. As a member of our Retail Delivery Network, FSR's are essential to building quality relationships with our customers by providing them a positive banking experience. Our Representatives are expected to inform our customers of the many different products and services we offer to enhance their banking experience with Citadel. FSR's are required to initiate cross-sell opportunities of these products with the purpose of enhancing their relationship with Citadel. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles of Citadel Class Service (Accuracy, Value, Respect and Convenience), incumbent will establish a solid...

Job Description Function Citadel's Financial Service Representatives are on the front line of our retail offices and are relied upon to perform our customers' daily banking transactions. In this teller position it is necessary to balance quality customer service with the convenience of accurate and timely transactions. As a member of our Retail Delivery Network, FSR's are essential to building quality relationships with our customers by providing them a positive banking experience. Our Representatives are expected to inform our customers of the many different products and services we offer to enhance their banking experience with Citadel. FSR's are required to initiate cross-sell opportunities of these products with the purpose of enhancing their relationship with Citadel. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles of Citadel Class Service (Accuracy, Value, Respect and Convenience), incumbent will establish a solid...

Job Description Function Citadel's Financial Service Representatives are on the front line of our retail offices and are relied upon to perform our customers' daily banking transactions. In this teller position it is necessary to balance quality customer service with the convenience of accurate and timely transactions. As a member of our Retail Delivery Network, FSR's are essential to building quality relationships with our customers by providing them a positive banking experience. Our Representatives are expected to inform our customers of the many different products and services we offer to enhance their banking experience with Citadel. FSR's are required to initiate cross-sell opportunities of these products with the purpose of enhancing their relationship with Citadel. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles of Citadel Class Service (Accuracy, Value, Respect and Convenience), incumbent will establish a solid...

Job Description Function Citadel's Financial Service Representatives are on the front line of our retail offices and are relied upon to perform our customers' daily banking transactions. In this teller position it is necessary to balance quality customer service with the convenience of accurate and timely transactions. As a member of our Retail Delivery Network, FSR's are essential to building quality relationships with our customers by providing them a positive banking experience. Our Representatives are expected to inform our customers of the many different products and services we offer to enhance their banking experience with Citadel. FSR's are required to initiate cross-sell opportunities of these products with the purpose of enhancing their relationship with Citadel. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles of Citadel Class Service (Accuracy, Value, Respect and Convenience), incumbent will establish a solid...

Job Description Job Description SUMMARY: Under general supervision and direction provides counsel to new and existing members in regards to the various credit union services and investment opportunities. Opens new memberships and cross-sells additional products and services to new and existing members. REPORTS TO: Branch Manager 3 DEPARTMENT: Financial Services Essential Duties and Responsibilities: 1. Represent the credit union to the members in a courteous and professional manner and provide prompt, efficient and accurate service in the processing of transactions. 2. Perform routine transactions, including but not limited to issuing temporary checks, debit cards, processing deposits, withdrawals, stop payments, loan payments, wire transfers, posting collection payments and check cashing. Process death claims. 3. Achieve sales goals as assigned by management. 4. Provide in person and by telephone, general and specific information concerning credit union products, services and...

Job Description Job Summary: To provide quality customer service to our members by cross-selling products and services that meet our members' financial needs. Please note: Financial Services Representatives I must have the ability to travel throughout the branch network to provide staffing assistance at all branch locations when necessary within a 15 mile radius. On an exception basis may need to cover a branch further than a 15 mile radius of their home branch. Qualifications: * Excellent written/verbal communication skills * Must be detailed oriented, ability to retain technical information and display excellent mathematical skills * Proficient knowledge of computers with preferred understanding of MS Office applications and Windows * Detail oriented and accurate with good organizational skills * Ability to build effective relationship with current and existing members * Candidates are required to obtaining their Credit Life and Credit Disability license from the State of...

Job Description Are you looking to start a career? Do you want a six-figure income with unlimited growth potential? At The Mitchell Agency, we believe only you should have control of how much you earn and how far you take your career. At any one of our Agency divisions, you'll find the opportunity to grow your income, freedom, flexibility, and professional development is truly unlimited. The Financial Service Representative position is responsible for direct management and oversite of individual's field performance, including new business acquisition & existing portfolio management. What We Offer: * $40k- $150k+ 1st year potential * $70k Plus 1st year potential (with management experience) * Competitive sales and management bonuses * Industry leading incentives, up to 4 company sponsored vacation trips per year * Hands on training in classroom and out in the field with an experienced top manager * Accelerated growth potential: sales rep to team leader within 30 days * Lifetime...

Job Description Financial Service Representative NO EXPERIENCE NECESSARY, WE PROVIDE TRAINING! * what we do? We sell life insurance! * how much money can you make? $3,000-$10,000+ a month! *You are building your own business for yourself, not by yourself. * Strong communication skills * Excellent opportunity for someone who enjoys creating their own passive income *Flexible schedule * We pay for your license. * Full team support 24/7 * Work anywhere within the country/remotely Must be able to: be self driven 18 years or older pass background check valid daca or social security number

Job Description Process, evaluate, authorize, or recommend for approval of consumer credit loans. Various duties relating to the servicing of consumer credit loans. Primary Responsibilities · Evaluating credit worthiness by processing loan applications and documentation within specified limits · Interviewing applicants to determine financial eligibility and feasibility of granting credit · Assess customer needs, explore all options for different types of loans · Determining all applicable ratios and metrics and set up debt payment plans · Complete loan contracts while counseling clients on policies and restrictions · Maintain and update customer account records · Develop referral networks with retailers such as automobile dealers · Performing various marketing activities for business development · Daily keeping track of and working assigned accounts with past due status · Locating and contacting loan customers to inquire of their payment status Salary commensurate with experience....

Job Description JOB DESCRIPTION: Provide teller services to members and resolve member issues Cross-sell and educate members on Credit Union products and services Open accounts and products for members Accept loan applications and ensure proper information and paperwork is collected Assist members with issues that arise with their debit cards Back up other staff as necessary Complete other duties as needed when requested by management QUALIFICATIONS: * 2+ years of customer service or office experience * Prior banking experience helpful * Excellent listening skills and strong verbal and written communication skills * Impeccable attention to detail and the ability to multi-task * Associates degree BENEFITS: * Competitive salary * Credit Union funded 401K * Paid time off * Social activities (plays, dinners, annual picnic) TYPE OF POSITION: · Part time - 20 hours, 4 days per week The job description is a general description of essential job functions. It's not intended to describe all...

Job Description Process, evaluate, authorize, or recommend for approval of consumer credit loans. Various duties relating to the servicing of consumer credit loans. Primary Responsibilities · Evaluating credit worthiness by processing loan applications and documentation within specified limits · Interviewing applicants to determine financial eligibility and feasibility of granting credit · Assess customer needs, explore all options for different types of loans · Determining all applicable ratios and metrics and set up debt payment plans · Complete loan contracts while counseling clients on policies and restrictions · Maintain and update customer account records · Develop referral networks with retailers such as automobile dealers · Performing various marketing activities for business development · Daily keeping track of and working assigned accounts with past due status · Locating and contacting loan customers to inquire of their payment status Salary commensurate with experience....

Job Description Process, evaluate, authorize, or recommend for approval of consumer credit loans. Various duties relating to the servicing of consumer credit loans. Primary Responsibilities · Evaluating credit worthiness by processing loan applications and documentation within specified limits · Interviewing applicants to determine financial eligibility and feasibility of granting credit · Assess customer needs, explore all options for different types of loans · Determining all applicable ratios and metrics and set up debt payment plans · Complete loan contracts while counseling clients on policies and restrictions · Maintain and update customer account records · Develop referral networks with retailers such as automobile dealers · Performing various marketing activities for business development · Daily keeping track of and working assigned accounts with past due status · Locating and contacting loan customers to inquire of their payment status Salary commensurate with experience....

Job Description Process, evaluate, authorize, or recommend for approval of consumer credit loans. Various duties relating to the servicing of consumer credit loans. Primary Responsibilities · Evaluating credit worthiness by processing loan applications and documentation within specified limits · Interviewing applicants to determine financial eligibility and feasibility of granting credit · Assess customer needs, explore all options for different types of loans · Determining all applicable ratios and metrics and set up debt payment plans · Complete loan contracts while counseling clients on policies and restrictions · Maintain and update customer account records · Develop referral networks with retailers such as automobile dealers · Performing various marketing activities for business development · Daily keeping track of and working assigned accounts with past due status · Locating and contacting loan customers to inquire of their payment status Skills & Requirements · Ability...

Job Description Process, evaluate, authorize, or recommend for approval of consumer credit loans. Various duties relating to the servicing of consumer credit loans. Primary Responsibilities · Evaluating credit worthiness by processing loan applications and documentation within specified limits · Interviewing applicants to determine financial eligibility and feasibility of granting credit · Assess customer needs, explore all options for different types of loans · Determining all applicable ratios and metrics and set up debt payment plans · Complete loan contracts while counseling clients on policies and restrictions · Maintain and update customer account records · Develop referral networks with retailers such as automobile dealers · Performing various marketing activities for business development · Daily keeping track of and working assigned accounts with past due status · Locating and contacting loan customers to inquire of their payment status Salary commensurate with experience....

Job Summary A sales and service position with a primary goal of helping customers by discovering financial needs and processing transactions. The Relationship Banker will provide an outstanding customer experience by resolving customer issues, opening new accounts, and offering convenience services. Sr. FSRs will also partner with the branch team and specialists (loan officers, financial consultants, and business bankers) to ensure our customers have access to experts who can help them achieve their financial goals. Primary transaction person. Operates with more authority and experience than a Financial Service Representative. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with customers. Job Responsibilities: Meet and exceed sales and referral goals by working with customers to build and deepen relationships by uncovering financial needs, and recommending the best products, services and...

Job Description One of the top 50 on Fortune's list of World's Most Admired Companies located in Alpharetta has an immediate need for college graduates to join their expanding team of financial representatives in a variety of departments. Career opportunities within Customer Service, Customer Accounts, Customer Service Support, Recovery Support, Deal Financial Services, Funding and Credit are being offered! Seeking an employer that offers professional development and growth, career pathways in various departments, positive and encouraging work environment, along with competitive compensation and benefits this is the opportunity for you! One of my favorite clients in 20 years of recruiting! Qualified candidates MUST have a Bachelor degree to be considered. Ideal candidates will have at least 6+ months work experience, excellent communication and leadership skills, ability to efficiently multi-task, career focused, customer service oriented and eager to learn. Please note this is an...

Job Description Customer Service Representative (Financial Printing Industry) - HYBRID Schedule (2 days in office after training!) The following is needed: -Ability to work 11am-7pm shift -***** Familiarity with financial printing industry ***** -Knowledge of Edgar Filings (required) -Proficiency with Acrobat (digital) -Professional presentation w/ excellent communication skills Office is in NYC. Please apply if interested and qualified; up to 3 days remote once trained. Very competitive salary ($95-120K+ ), benefits and 401K match. Apply today to join a fantastic team! Company Description Each and every day RemX puts over 90,000 people to work, helping more than 15,000 companies find the talent they need in order to succeed. And, as a part of the 10th largest staffing company in the world, we understand that at the heart of every successful business are people. That's why we work hard to find you the right job at the right company. Explore all the exciting opportunities that RemX...

Job Description Job Summary: Our Financial Services Representatives are key partners in deepening potential and existing customer relationships. Our FSR's are extremely knowledgeable banking professionals who understand our customer's financial needs. They are well-equipped to recommend the most beneficial products and services offered in the market and, like every facet of Veritex Community Bank, are rooted in truth and uncompromising integrity. Our Financial Service Representatives serve others with hard work, honest business practices, and a deep commitment to the communities we serve. Veritex Financial Service Representatives are highly cross-trained professionals who provide both Personal Banker and Teller services. They are positioned well by our leadership for excellent career growth and intellectual challenge. While assigned to a home Community Bank Center (branch), our FSR's may travel to other CBCs (branches) to fill in, as needed. This professional will promote...

Job Description Are you ready to work for a company where you set the pace to advance your career? Innovations FCU is seeking a motivated and ambitious individual to join the exciting success and growth of our full-service financial institution. Here's why you should apply to join the team at Innovations: * Opportunity for advancement; Innovations encourages team member growth and development by providing continuous coaching and training to attain goals - setting you up for success. * Purpose driven career-path where you are recognized and rewarded for your achievements. * Flexible work environment where your evenings and weekends are valued; improve your quality of life through work-life balance. * Spend your workdays in a fun, upbeat atmosphere. Competitive salary and benefits - * Paid Time Off (PTO) Program & Paid Holidays * Major Medical, Dental, Vision, Life, Short- and Long-Term Insurance * 401K Savings Plan (Pre-Tax Traditional & After-Tax Roth): Innovations FCU...

Job Description SALES POSITIONS FILLING UP FAST! NO SALES EXPERIENCE NECESSARY! Primerica has a 46 year track record of providing middle income families with low cost high value term life insurance across all 50 states & Canada with the largest sales force in North America. This sales opportunity can be fully remote. Great for the stay-at-home career seeker. Full-time traveler friendly! More about the role: No prior experience in financial services is required. All required pre-licensing courses and required state licenses are covered by Primerica (Fingerprints required in some states). This is an opportunity to be trained to be an insurance sales agent or a field trainer of sales agents. Options to be a part time representative, a full time self employed agent, a recruiter/trainer of agents, or a builder of brokerages. No sales quotas enforced. Weekly extensive training provided & recommended via Zoom. The desired candidate is required to learn: • sales strategies •...