Member Relations Advisor for Financial Wellness
Chartway Federal Credit Union
Chartway Federal Credit Union is hiring a Relationship Specialist in Chesapeake, VA. The role focuses on delivering exceptional member service, financial wellness guidance, and proactive outreach to grow relationships within Chartway’s member base. The position requires 1–3 years of customer service experience and strong communication skills, with opportunities to support new accounts, personal financing, real estate lending, and referrals within a collaborative branch team. #J-18808-Ljbffr Chartway Federal Credit Union
- ...The Account Specialist I role focuses on delivering excellent member experience through teller-based transactions, handling funds,... ...identify member needs and offer suitable products to support financial wellness. Join a collaborative branch team committed to engagement,...Suggested
$24 - $31 per hour
...Credit Union is looking for a Full Time Member Relationship Specialist, who will be responsible... ...have been dedicated to supporting the financial well-being of our Members through better... ...employees with various immigration related expenses such as visa application fees and...SuggestedHourly payFull timeWork experience placementWork at officeRelocationHome officeNight shift$22 per hour
...employees with paid training as well as competitive compensation and... ...inclusive environment with access to financial services where our employees and community members feel respected, valued, safe,... ...systems. Perform all other job-related duties as assigned. Performance...SuggestedApprenticeshipWork from home$185k - $205k
...infrastructure. Our team members have unparalleled... ...Director of Investor Relations to help shape and scale... ...analysts, and the broader financial community. As a key... ...ensuring leadership is well-positioned for every investor... ...Serve as a trusted advisor to executive...SuggestedRemote work- Member Service Representative I (Concierge - Personal Banker) The Member... ...Member focused sales, service-related activities, and overall lobby... ...assists in meeting Member's financial needs Resolves Member issues... ...industry regulations as well as KEMBA policy and procedures...Suggested
- ## Financial Advisor - Phoenix, AZApply: AZ-Phoenix: Full time: Posted Today... ...tools for community members who work in healthcare, higher... ..., we prioritize the health, well-being, and work-life balance... ...for employment based on job-related qualifications and without regard...Full timeLocal areaImmediate startRemote workRelocation
$63.3k - $117.2k
...Wealth Sales & Service Provides financial and investment planning and... ...with other team members to deliver a comprehensive banking... ...and post-secondary degree in related field of study or an equivalent... ...incentives, discretionary bonuses, as well as other perks and rewards....Contract workPart timeLocal area- ...overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate... ...requesting referrals from Board members. Develop and maintain product... ...affluent individual markets, as well as personal knowledge of... ...distinctive service. Perform other related duties and responsibilities...Work at office
$23 - $29 per hour
...Credit Union is looking for a Part Time Member Service Associate (24 -25 hours per week... ...we have been dedicated to supporting the financial well-being of our Members through better... ...support employees with various immigration related expenses such as visa application fees and...Hourly payPart timeWork experience placementWork at officeRelocationHome office- ...an alert: Areas of Interest: Financial Advisor; Brokerage Services;... ...care and concern for a job well done and lifting up one another... ...Bachelor’s Degree in Finance or related field of study and 1-2 years... ...-state footprint 5,000 team members $53.2 billion in assets* $12...Temporary workWork at officeLocal areaImmediate start
- ...Harbor is seeking a Financial Counselor to join the Toledo team! This position is responsible... ..., healthcare, accounting, or closely related field required, or may substitute two... ..., organized and be able to work well as a team member. Essential Job Competencies/Primary Duties...Full timeWork at office
- ...Logix Federal Credit Union is seeking a Branch Teller I/II to assist members with deposits, withdrawals, and related transactions. You will address questions, support referrals to partners, and help maintain accurate cash handling at the branch. This role emphasizes quality...Work at office
- ...alternative application process. Financial Center Associate -... ...satisfied and valued work force. As a member of our team, you can expect opportunities... ...your personal and financial well-being. Our inclusive culture... ...deposit box rent, and other related payments. Processes night...Full timeWork experience placementWork at officeRemote workWork visaFlexible hoursNight shift
$47.7k - $54k
The Patient Financial Counselor serves as point of contact for patients for financial matters related to access to services and engagement throughout... ...patient demographic, as well as financial, and relevant personal... ...patient, family, and staff member feels they belong. As...Work experience placementWork at office- ...to join the team as a Patient Financial Advisor! We are seeking an enthusiastic and dedicated team member to prepare estimates for procedures... ...and collecting procedure-related payments, setting up manageable... ...are respected, and personal well-being is valued. Why chose ROC...Full timeWork at office
$23.39 - $35.78 per hour
...and coordinates all aspects of financial obligations for private pay... ...but not limited to, patient relations, physician liaison regarding... ...you and your family in staying well, growing professionally and achieving... ...that every workforce member has the right to work in surroundings...Minimum wageWork at officeLocal areaShift work- ...Union is dedicated to excellent member service, care for our... ...serve to help them achieve their financial goals. Diversity, equity, and... ...benefits include several health and wellness options, competitive 401(k)... ...to five years of similar or related experience High School...Part timeLocal area
$20 per hour
Clearview Federal Credit Union seeks a friendly teller to greet members and help them reach their financial goals with personalized service. You’ll educate members on products, process transactions, and handle accounts, loans, and digital tools while building strong relationships...Hourly pay- ...an exciting opportunity for an Investor Relations Intern to join Cabot’s Investor Relations... ...data management. Working closely with members of the Investor Relations team and other... ...estate, investor relations, fundraising, or financial services. Proficiency in Microsoft Excel...Summer workInternshipWork at office
$125k - $155k
...development pipeline. About the role The Advisor, Finance is a key member of the Financial Planning and Analysis team and is... ..., Economics, Engineering, or a related quantitative field; MBA, CPA, CFA,... ...Bp has a parental leave policy as well, which offers up to 8 weeks’ paid...Full timeTemporary workPart timeWork at officeLocal areaRemote workRelocationRelocation package- ...transactions, due diligence support, financial analysis, and modeling across... ...often collaborates with team members cross-functionally in areas... ..., Engineering, Economics, or related area At least 4-6 years of... ...Ability to organize time well and set proper priorities Advanced...Full timeTemporary work
$60k - $170k
...EP Wealth Advisors (EPWA) is a wealth management advisory... ...existing clients, as well as assisting in developing... ...team internal team members including portfolio management... ..., operations and financial planning on client meeting... ...and client related workflows in contact management...Temporary workWork at officeImmediate startFlexible hours$65k - $73k
...notes on and follow up with team members on action items/parking lot)... ...account verification letter Financial Planning & Analysis Support:... ...insurance, retirement, wellness benefits, and paid time off (... ...condition, pregnancy or pregnancy-related condition, marital status, sex...Work experience placementRemote workMonday to Friday$85k - $120k
...EP Wealth Advisors (EPWA) is a wealth management advisory... .... Summary The Senior Financial Planner works closely with... ...: Work with other team members and departments to... ...financial services or a related field, focusing on financial... ..., and financial well-being. 11 Paid Holidays...Temporary workWork at officeLocal areaFlexible hours$67.5k - $77.5k
...the heart of our success. Team members work cross-functionally,... ...to build accurate and timely financial plans and forecast Prepare... ...Accounting, Economics, or a related field ~1-3 years of experience... ...industry-leading health and wellness programs, financial planning...Temporary workWork at office- ...premium rebate annually! We value your well-being and all employees now have access... ...environment. JOB SUMMARY Maintains and improves relations and communications between the... ...the investing public, shareholders and financial professionals to enhance the standing of...
- ...Job Title Director of Investor Relations. Location Hoboken, NJ Department Tomorrow Reports... ...crafting the company’s IR narrative regarding financial results and strategic initiatives and... ...narrative to external stakeholders, as well as partners closely with the Marketing &...
$75k
...Investor Relations Specialist ***Must have current Series 7 license*** Department: Investor... ...Position Overview: Join a firm where financial professionals spend more time serving clients... ...less time fighting bureaucracy. As a member of our elite team, you will have access...Full timeTemporary workWork at officeImmediate startFlexible hoursWeekend workAfternoon shiftEarly shift$60k - $90k
Financial Services Representative - State Farm Agent Team Member Full Time in Mason - OH Replies within 24 hours Benefits Bonus based on performance Competitive... ...our customers and their families but for my team as well. One of the milestones I’m most proud of is being...Full timeFor contractorsCasual workLocal areaFlexible hours- ...dynamic environment where team members are valued, and professional... ...delivering accurate, timely financial analysis, forecasting, and performance... ...performance analyses related to revenue, cost drivers,... ...packages with clear, accurate, and well‑structured financial analysis...Full timeWork at office
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