Financial Services Representative/Loan Officer
Maine Credit Union League
TruChoice FCU is hiring a Financial Services Representative/Loan Officer in Buxton. TruChoice FCU, a growing $250M credit union, is looking for a full-time Financial Services Representative to join our team in our Buxton branch. TruChoice specializes in serving Maine families with credit and financial wellness opportunities by helping people meet or exceed their financial goals, by earning their trust, and building long term financial relationships. If you enjoy working as part of a team, have a passion for helping people in person or in a digital environment, this role may be for you. The Financial Service Representative partners with members to understand their financial needs and guide them through the lending and account-opening process. This position delivers high-quality member experience aligned with TruChoice’s SMILE service standards while recommending loan, deposit, and service solutions tailored to each member’s unique financial situation. The Financial Service Representative processes consumer loans, auto loans, personal lines of credit, and deposit accounts while supporting member financial wellness, service excellence, and branch growth objectives. Essential Functions & Responsibilities: Interviews members to identify financial needs and goals and guides them through the application process for consumer loans, auto loans, personal lines of credit, and deposit accounts. Processes, originates, and closes loans and opens accounts in accordance with Credit Union policies, lending guidelines, compliance requirements, and service standards. Analyze member financial situations and recommends appropriate loan, deposit, and service solutions that meet individual needs and support financial success. Educates members on available products, services, and lending options while identifying opportunities to deepen member relationships through personalized recommendations. Provides exceptional service in every interaction by adhering to TruChoice’s SMILE service standards. Responds to member questions with professionalism, empathy, and accuracy while ensuring a positive and seamless member experience throughout the lending and account-opening process. Conducts proactive follow-up with members to ensure service expectations have been met and outstanding items have been resolved. Assists members with onboarding activities, including debit card receipt and activation, direct deposit setup, and other account-related services. Identifies additional opportunities to recommend products and services that support member needs and financial goals. Other Job Requirements: Displays enthusiasm and has a positive attitude Demonstrates compassion, looks for opportunities to provide excellent service Demonstrates the philosophy of people helping people Skilled at being encouraging and motivating to team members, fostering a positive and uplifting environment that promotes individual and collective growth Embraces technology as a means to serve members Proactive and takes ownership of their work Build trusting relationships over time through sales generation, lending, member education, and financial coaching. Creates and maintains relationships between the organization and our surrounding community Maintain a dependable record of attendance and timeliness. Possess attention to detail, problem solving and multi-tasking skills Organized—keeping all your ducks in row! Competitive salary and rich benefit offering, including: health reimbursement account, defined benefit plan, and employer-paid life and disability insurance Generous paid time off and 12 paid holidays A fun, friendly and slightly unconventional workplace Be part of a Best Place to Work in Maine TruChoice FCU is an Equal Opportunity and Affir… All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. #J-18808-Ljbffr Maine Credit Union League
$39.7k - $54.55k
...on the idea that transforming financial lives starts by giving our... ...associates and launch your financial services career in our call center!... ...contribution changes, loans, and withdrawals Process general... ...may be required to work in the office if you do not have an...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaMonday to FridayFlexible hours$54.1k
...your drive to make a difference. Our service team plays a vital role in guiding... ...eagerness to learn and grow. As a Financial Services Representative, you’ll be the trusted voice on the... ...Start 11am-5pm CT, Monday-Friday):In office Weekday Overnight Shift (Start 7:30...SuggestedWork at officeMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$15 per hour
...Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho... ...CAN EXPECT Our Financial Service Representatives eagerly assist members and... ...opening new accounts, and consumer loan needs. Location, Schedule...SuggestedHourly payMonday to Friday$15 - $16 per hour
The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers... ..., call centers, insurance, healthcare front office, or similar customer-facing rolesis preferred.*...SuggestedHourly payWork at officeLocal areaShift work- ...- 7:00 p.mSaturday: 10:00 a.m. - 3:00 p.m.Sunday: Closed. Financial Service Representative We are currently seeking a Financial Services Representative... ...potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring...SuggestedMonday to FridayFlexible hours
- Financial Services Representative and Counselor Founded in 1841, Fordham is the Jesuit University of New York... ...payment plans and alternative loan options. Works with enrolled students... ...programs. Interacts with other University offices on matters related to student...Temporary workWork at officeFlexible hoursWeekend workAfternoon shift
- ...where everyone can thrive and be successful. The Virtual Financial Service Representatives handle inbound and outbound communications, including web... ...and follow up. They open and close memberships, process loan applications, and ensure compliance with credit union...Full timeRemote work
- ...of all SmartBank products and services. Always maintain client... ...Process payments for SmartBank loans, local utilities, and other services... .... Protect SmartBank’s financial interest by controlling and balancing... ...Center Manager or Security Officer. Perform other duties as...Work at officeLocal area
- Job Details Job Location: Waller Office - Waller, TX 77484 Role Assists members with financial transactions, to included... ...accounts. To assist members with loan applications, processing and closing... ...offers other credit union products/services and educates members on...Full timeTemporary workWork at officeNight shift
$16.38 - $25.62 per hour
SUMMARY As a Financial Services Representative II, you'll be responsible for building and maintaining strong relationships with both new and existing... ...Basic prioritization skills Basic proficiency with MS Office Intermediate critical thinking skills Intermediate negotiation...Hourly pay$25 per hour
...employee engagement and outstanding service for our members. You are encouraged to... ...Credit Union membership The role… As a Financial Service Representative, you serve as an advocate and... ...members and business partners through loan applications and other member requests...Hourly payTemporary work- # Financial Service Center Representative (Licensed)Apply**Job#: 3052891****Job Description:**Financial Service Center Representative (Licensed)**Location:** Remote - but candidates must reside in one of the following locations: San Diego, CA / Tempe, AZ / Fort Mill, SC...Hourly payContract workRemote work
- POSITION SUMMARY: Provides extraordinary customer service by processing basic transactions and handling customer inquiries and questions... ...various sales activities such as cross-sell existing products and loan referrals. RESPONSIBILITIES AND ACCOUNTABILITIES Serves...
- ...Months experience working in a customer service environment preferred 3-6 Months experience... ...to all customers Explore customer financial needs to recommend services and products... ...any time. Operate a computer and other office machinery Ability to lift up to 50 lbs Member...Work at officeFlexible hoursAfternoon shift
- ...environment where everyone can thrive and be successful. Our Financial Service Representatives play a crucial role in delivering extraordinary... ...financial transactions, managing member accounts, and processing loan applications with precision and compliance. The...
$38k - $60k
...Range: $38,000.00 To $60,000.00 Annually SUMMARY The Senior Financial Services Representative is responsible for developing and managing retail banking... ...goals. 14.May be responsible for accepting loan payments. 15.Coordinates training for implementation of...Full timeWork experience placement- Job Title: Financial Services Representative Job Description: Summary: The Financial Services Representative... ...onboarding activities. Assist in consumer loan applications and closings in... ...skills. Ability to operate standard office equipment, such as computer workstations...Work at officeLocal area
- ...Must Live in the US- New York area (only local candidates apply) Our Queens office is expanding and we are looking for people who are interested in starting a career within the financial service industry as a financial advisor.New York Life will invest in you from the...Live inWork at officeLocal area
$50k - $75k
Full Time in Stockbridge - GA Opportunity for advancement Paid time off Bonus based on performance Financial Services Representative - State Farm Agent Team Member Full Time in Stockbridge - GA Benefits Opportunity for advancement Paid time off Training & development Bonus...Full timeFlexible hours- ## Patient Financial Services RepresentativeApply: WISH: 3rd FLR BLK 100: Full time: Posted Today: 990417**Work Schedule**Monday-Friday 7... ...Account Technician (CPAT) preferred.•Certified Revenue Cycle Representative (CRCR) preferred.**Skills or Special Abilities**•Must be...Full timeContract workMonday to Friday
$80k - $100k
Financial Services Representative - State Farm Agent Team Member Full Time in Gainesville Benefits Hiring bonus Bonus based on performance Health insurance... ..., along with a commitment to work-life balance. Our office culture is supportive, tenured, and team-oriented. We’re...Full timeWork at officeLocal areaFlexible hours$50k
...Paid time off Wellness resources ROLE DESCRIPTION As a Financial representative with Beth Moloughney Agency , you will successfully market... ...regulations. QUALIFICATIONS 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 6, 63...Full timeWork from homeFlexible hours- ...insurance Paid time off Training & development 401(k) 401(k) matching Bonus based on performance Competitive salary As a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing...Work from homeFlexible hours
- ...application process. Full Time Office/Clerical TLR Crestone-IP,... .... At Bradford Health Services, we are committed to providing... ..., and more. Student Loan Repayment - Available for... ...About the Role The Patient Financial Services Representative plays a critical role in ensuring...Full timePart timeWork at office
$22k
Financial Services Representative - State Farm Agent Team Member Full Time in Pensacola - FL 401(k) Bonus based on performance Health insurance... ...agency on January 1, 2018, and we’ve since grown to two offices with a combined team of about 23 people. From day one, my...Full timeWork at officeLocal areaFlexible hours$50k - $70k
Financial Services Representative - State Farm Agent Team Member Full Time in Mayfield Village - OH Benefits Simple IRA Health insurance Bonus based... ...where time off and balance are genuinely respected. Our office culture is servant‑minded, personable, and low‑stress,...Full timeWork at officeLocal areaFlexible hours$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 salary Flexible schedule Opportunity for advancement Paid time off Training & development About Our...Full timeFor contractorsCasual workLocal areaFlexible hours$25.2 - $31.5 per hour
...Consumer Loan Officers work with members to provide them with a wide variety of consumer loan products. This position is responsible for recommending and cross-servicing financial products and services to advance Blaze’s growth objectives. Consumer Loan Officer’s must...Work at office$40k - $75k
...Financial Account Representative - State Farm Agent Team Member Full Time in Kensington - MD Are you a dynamic... ...a passion for sales and customer service? Do you want to be part of a supportive... ...for advancement within my office Bilingual Spanish HOURS Weekdays 9AM...Full timeWork at officeWeekday work- ...committed to providing exceptional service and innovative banking... ...mission is to support the financial goals of individuals and businesses... ...win. The Commercial Loan Officer position specializes in providing... ...revenue and deposit growth. Represents the bank at local community...Full timeLocal area
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