Member Experience Advisor
Credit-Union-of-Texas
The Credit Union of Texas is looking for a Member Relationship Specialist who assists potential members in identifying their membership and lending needs. The role includes providing outstanding service, processing requests for financial services, and meeting established sales goals. The ideal candidate must be goal-oriented, service-oriented, and possess strong communication and problem-solving skills. A high school diploma and 1-2 years of related experience are required. #J-18808-Ljbffr Credit-Union-of-Texas
- ...Sr. Member Experience Advisor The Sr. Member Experience Advisor will engage prospective and current members in a professional and courteous manner, and will be responsible for gathering the required information to; open accounts, promote current products and service...Suggested
$58.44k - $93.5k
...providing essential financial counseling services to military members and families, including one-on-one counseling, public workshops... ...’s degree and at least 3 years of financial counseling experience. The position offers a comprehensive benefits package and a competitive...SuggestedRemote job- A remote customer service company is seeking a motivated Remote Guest Experience Specialist to assist customers with inquiries and service coordination. In this role, you'll respond to customer inquiries and provide support in a fast-paced environment. Ideal candidates...SuggestedRemote job
$70k - $130k
...seeking a Service Lead to deliver a high-quality, relationship-focused service experience for our RIA clients and their end investors. This role serves as a critical member of the advisor support model, acting as a primary point of contact for service inquiries while...SuggestedTemporary workFlexible hours$54k - $78k
A financial services company is seeking an Advisor Experience Specialist in Dallas, TX. This hybrid role involves managing advisor experiences and driving the adoption of tools like AdviceWorks. Candidates should have a minimum of 3 years in service or sales support. A...Suggested$54k - $78k
The Advisor Experience Specialist is responsible for managing the advisor experience within the Regional Growth Team by providing relationship driven escalation resolution and efficiency consultation to financial advisors, practices and firms in the assigned Region. Responsible...$55k - $110k
...Services Representative State Farm Agent Team Member As a Financial Services... ...licenses (non-negotiable). 13+ years of experience in insurance sales, financial services,... ...insurance specialist to licensed financial advisor within the agency Supportive, team-oriented...Base plus commissionFor contractorsWork at office$40k - $65k
...role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our... ...grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced...For contractorsWork at office$80k - $110k
...As a Financial Services Representative - State Farm Agent Team Member with Ron Mathai - State Farm Agent, you will successfully market... ...meetings to our customers. Qualifications: ~1+ years of experience in banking, credit union, or financial services. ~ Analytical...For contractors- ...Prefer a Masters degree in health care or related field. Experience Must have two (2) years of experience working in a Patient Relations... .... Must be able to work both independently and as a team member and/or leader. Must be able to handle stressful situations...Local areaImmediate start
- ...resolving service inquiries and executing financial transactions across asset classes. The ideal candidate has 2-4 years of relevant experience, a Bachelor’s degree, and strong client service skills. A Series 7 license is required, and proficiency with Salesforce Service...
- ...affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and... ...or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for...Full timeTraineeshipLocal areaMonday to Friday
$13 - $13.5 per hour
...world’s leading off-price retailer. Job Description: Opportunity: Grow Your Career Responsible for promoting an excellent customer experience. Oversees a team of Associates at front of store ensuring prompt, courteous customer service and promotion of loyalty programs....Hourly payTemporary workPart timeLocal areaHome officeFlexible hoursNight shift- ...T.J. Maxx - 8188 Park Lane, Suite 160, Dallas, TX 75231, United States of America [Department Manager] As a Customer Experience Coordinator at T.J. Maxx, you'll: Take an active role in training and mentoring Associates on front end principles; Train and coach Associates...Part timeImmediate start
- ...education. GENERAL SUMMARY Associate Enrollment Advisors advise, educate, consult and support... ...to ensure an excellent student experience. Collaborate interdepartmentally to facilitate... ...colleagues, administrators and faculty members and students, as well as external constituencies...Work at office
- ...responsibilities include account management and facilitating consumer loan requests. The ideal candidate should embrace teamwork and have prior experience in customer service, bringing motivation and strong communication skills to enhance client satisfaction. #J-18808-Ljbffr Simmons...
- ...tailored financial solutions, and ensuring compliance with banking regulations. The ideal candidate has at least 1 year of sales experience in banking, strong communication skills, and a commitment to creating memorable client experiences. This position offers a dynamic...
- ...understand their financial needs and offer tailored banking solutions. Successful candidates will have at least 1 year of sales experience, excellent communication skills, and a commitment to delivering a memorable client experience. The position requires adherence to...Flexible hours
- ...service, managing client relationships, and offering tailored banking solutions. Candidates should have at least 1 year of sales experience in banking and excellent communication skills. This position offers a competitive rewards package and opportunities for career growth...
- ...Brand Advisor- Dallas As a Headkount Brand Advisor, you'll be responsible for building... ...sales goals Educate the retail staff members on the brands you are supporting for the... ...& Requirements At least 2 years of experience working for a beauty brand or beauty retailer...For contractorsFreelanceFlexible hoursShift workWeekend work
- ...Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial... ...position). ~ Five years of advisory experience, specifically in advice planning, book... ...model for the majority of our crew members, designed to capture the benefits of enhanced...Work at officeRemote workRelocationMonday to Friday
- ...collaborate with a community of peers—experimenting, coaching, and growing together. If... ...Serve as a liaison between clients, advisors, and service teams to ensure each experience... ...working model for the majority of our crew members, designed to capture the benefits of...
- ...Vanguard is seeking talented Financial Advisors to join our dynamic team across our four... ...personalized interactions, leveraging digital experiences and investment planning expertise.... ...working model for the majority of our crew members, designed to capture the benefits of...
$102k - $190k
Buy-side M&A and Ownership Transition Advisor The BMO Corporate Advisory team (BCA) provides... .... Within BCA, the team has extensive experience and expertise surrounding ESOPs,... ...ESOPs). Job Description Operate as key member of the relationship team to position the...Part timeLocal area- We are looking for our next Advisor. Advisors are responsible for managing the day‑to‑day... ...advice based on inputs from team members; these include Cash Needs Analysis (CNA)... ...time‑frames Qualifications 4+ years of experience in financial planning, wealth management...Summer workWork at officeLocal areaImmediate startFlexible hours
- ...financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our... ...and relationship management. ~ Experience applying trust and estate planning knowledge... ...model for the majority of our crew members, designed to capture the benefits of enhanced...Work at officeLocal areaRemote workRelocationMonday to Friday
- ...Advisor Position Ready to make a meaningful impact? At Brighton Jones, we're a purpose... ...advice based on inputs from team members; these include Cash Needs Analysis (CNA)... ...completion within specified time-frames. Your Experience: ~4 + years of experience in financial...Full timeSummer workWork at officeImmediate startFlexible hours
$15 per hour
...Studio Advisor BODYROK offers high-intensity, low-impact Pilates workouts that tone,... ...to our mission of helping people--team members and members alike--to become the best version... ...~1-2 years of customer service or sales experience preferred ~1-2 years MindBody software...Hourly payWeekend work- ...foster relationships with customers and investors, ensuring a high-quality service delivery. The ideal candidate has over 8 years of experience in capital markets with a strong emphasis on team leadership and operational excellence. This role offers competitive salaries,...
- ...role. As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a... ...deliver a seamless and holistic client experience. Drive business growth by identifying... ...model for the majority of our crew members, designed to capture the benefits of enhanced...Work experience placement
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