Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Specialist: Financial Guidance for Members

Affinity-Federal-Credit-Union-1

Affinity Federal Credit Union in Bedminster, NJ is hiring a Relationship Specialist to build member relationships and provide financial guidance. The role opens accounts, enrolls new members during initial consultations, processes applications, resolves issues, and follows up to ensure satisfaction with products and services. Strong communication and interpersonal skills are essential; banking experience and CRM familiarity (Salesforce preferred) are valued. #J-18808-Ljbffr Affinity-Federal-Credit-Union-1

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Relationship Specialist: Financial Guidance for Members in Bedminster, NJ vacancy
  •  ...process a variety of transactions accurately, and build strong relationships through needs-based conversations. This full-time onsite role...  ...retention and growth by guiding clients to suitable financial solutions, ensuring AML/CFT compliance, and supporting branch... 
    Financial
    Full time

    Kearny Bank

    Millington, NJ
    2 days ago
  • $55k - $157.3k

     ...success. As a FINRA Supervisory Specialist Senior within PNC's Wealth...  ...review, and/or new accounts of Financial Advisors (FA) and registered...  ...by providing coaching and guidance to Financial Advisors on policies...  ...by driving new team member and FA training and onboarding... 
    Financial
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Bridgewater, NJ
    1 day ago
  • $500 per month

     ...For Joining The Fresh Market Team Team Member discount up to 40% Early Earn Wage Access...  ...period) 401K contribution and company match Financial Wellness Program Personal time off and...  ...moving at full speed? As the In Stock Specialist, you will serve as the store’s point person... 
    Financial
    Hourly pay
    Flexible hours
    Afternoon shift

    The Fresh Market

    Bedminster, NJ
    4 days ago
  •  ...operations, ensuring top-tier project execution, financial strength, and a culture where your team can grow...  ...restoration techniques Skilled communicator and relationship builder with clients, vendors, and team members Demonstrated success coaching and mentoring other... 
    Financial
    Work at office
    Weekend work

    Nespresso Deutschland GmbH

    Bridgewater, NJ
    2 days ago
  • $44k - $51k

     ...should apply As a Wellness Specialist-Peer Professional, you will...  ...dental services, and appropriate financial support. Observe and inform...  ...and education to team members in areas of recovery and wellness...  ...aspects of the employment relationship, without regard to race, color... 
    Financial
    Permanent employment
    Immediate start
    Relocation package
    Monday to Friday
    Flexible hours

    Bridgeway Behavioral Health Services

    Bound Brook, NJ
    4 days ago
  • $500 per month

     ...extraordinary for our guests, and we are looking for a new team member who will commit to helping us deliver on this mission. Our...  ...demand per pay period) ~401K contribution and company match ~ Financial Wellness Program Personal time off and additional time... 
    Financial
    Hourly pay
    Flexible hours
    Afternoon shift

    The Fresh Market

    Bedminster, NJ
    5 days ago
  • $500 per month

     ...with exceptional, personal service. We're looking for a new team member who strives for excellence and brings positive energy,...  ...demand per pay period) ~401K contribution and company match ~ Financial Wellness Program ~ Personal time off and additional time off... 
    Financial
    Hourly pay
    Flexible hours
    Afternoon shift

    The Fresh Market

    Bedminster, NJ
    1 day ago
  • $95k - $120k

     ...globe, and benefits that support physical, financial, and emotional wellbeing. Join us to...  ...and consumers. Position SummaryThe Senior Specialist, Technical Applications Group (TAG),...  ...related recordsMentor and coach junior team members while helping build technical capability... 
    Financial
    Work at office
    Remote work

    Nestlé

    Bridgewater, NJ
    5 days ago
  • Maintenance Technician Specialist BioSpace - Raritan, NJ Company Overview...  ...and with minimal guidance/oversight. Ability to accommodate...  ...package that supports well‑being, financial stability, and long‑term...  ...the diverse needs of our team members and their families, ensuring... 
    Financial
    Permanent employment
    Full time
    Contract work
    Temporary work
    Local area
    Worldwide
    Flexible hours
    Shift work
    Night shift
    Afternoon shift

    BioSpace

    Raritan, NJ
    4 days ago
  • $72k - $90k

     ...strong focus on helping customers. Team members enjoy the benefits of a 401k plan and...  ...join their winning team for the role of Financial Services Representative State Farm Agent...  ...Responsibilities Establish customer relationships and follow up with customers, as needed... 
    Financial
    For contractors
    Flexible hours

    Manny Coby - State Farm Agent

    Martinsville, NJ
    1 day ago
  • $45k - $142.35k

     ...position] . Job Profile As a FINRA Supervisory Specialist within PNC's Wealth Management...  ...for the supervision and trade review of Financial Advisors (FA) and registered branches in...  ...sound decisions by providing coaching and guidance to Financial Advisors on policies and procedures... 
    Financial
    Temporary work
    Work experience placement
    Work at office

    Fairygodboss

    Bridgewater, NJ
    1 day ago
  • $140k - $215k

     ...regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial...  ...applying sound underwriting judgment, building strong broker relationships, and staying ahead of global trade and logistics trends.... 
    Financial
    Work experience placement
    Work at office
    Local area

    MSIG Holdings USA, Inc.

    Warren, NJ
    2 days ago
  • $140k - $215k

     ...regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial...  ...applying sound underwriting judgment, building strong broker relationships, and staying ahead of global trade and logistics trends.... 
    Financial
    Work experience placement
    Work at office
    Local area

    MSIG Holdings Inc

    Warren, NJ
    4 days ago
  •  ...Project Specialist I Job Location: Bridgewater, NJ Job Duration: 10 to 11 months The...  ...technical and behavioral expertise and guidance to deliver results. Strong analytical...  ...make decisions that have a significant financial and/or time sensitive impact to the business... 
    Financial
    Contract work
    Work at office

    Hire Talent

    Bridgewater, NJ
    4 days ago
  • $155k - $220.5k

     ...subject matter experts actuarial guidance and business insights related to...  ...Casualty business.Builds strong relationships with peers, business partners and...  ...our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals... 
    Financial
    Full time
    Work experience placement

    CNA Financial

    Warren, NJ
    4 days ago
  • $210k - $256.67k

     ...to clients providing guidance in matters relating to...  ...industries.Coordinating relationship building activities...  ...consultant or business process specialist.Track-record of at...  ...or spouse/family member of a protected veteran...  ...Limited DomainFinance, Financial services, FMCG, Life Sciences... 
    Financial
    Full time
    Temporary work
    Remote work

    Infosys Technologies

    Bridgewater, NJ
    2 days ago
  •  ...full-time management/leadership position. Provides high level member service. Job Duties: Schedules, develops, counsels, trains...  ...requirements are satisfied and maintained. Reviews department budget, financial statements, and submits insurance payment records. Develops... 
    Financial
    Full time
    Temporary work
    Apprenticeship
    Work at office

    Costco Wholesale Corporation

    Bridgewater, NJ
    4 days ago
  •  ...Summary** The Specialty Therapeutic Area Specialist (TAS) is a critical role in BMS’s...  ...prescribing decisions. Experience building relationships with integrated delivery network (IDN)...  ...Better, Employee Assistance Programs. Financial Well‑being and Protection: 401(k) plan,... 
    Financial
    Hourly pay
    Summer work
    Work at office
    Remote work
    Flexible hours

    Bristol Myers Squibb

    Somerville, NJ
    4 days ago
  • $68k - $90k

    Job Title: Early Careers: Actuarial Specialist Are you intellectually curious with a passion...  ...and retirement plans have evolving financial implications for employers. Actuaries within...  ...teammates, effective communicators, relationship builders and future leaders. They come... 
    Financial
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aon

    Berkeley Heights, NJ
    4 days ago
  • $134.5k - $190.5k

     ...their fullest potential. As a member of CNA’s Actuarial...  ...departmental guidelines:Establishes relationship with business partners and functional...  ...experts, provides actuarial guidance as needed.Builds strong...  ...- achieve their physical, financial, emotional and social... 
    Financial
    Full time
    Work experience placement

    CNA Financial

    Warren, NJ
    1 day ago
  • $134.39k - $162.84k

     ...academic cardiologists, heart failure specialists, and electrophysiologists who manage complex...  ...therapies. Experience building relationships with IDN (Integrated Delivery Network)...  ...Employee Assistance Programs (EAP). Financial Well-being and Protection: 401(k) plan,... 
    Financial
    Hourly pay
    Full time
    Temporary work
    Part time
    For contractors
    Summer work
    Private practice
    Live in
    Work at office
    Local area
    Remote work
    Flexible hours
    Shift work

    Bristol Myers Squibb

    Somerville, NJ
    4 days ago
  • $44k - $51k

     ...should apply: As a Wellness Specialist-Peer Professional, you will...  ...Participates: As a team member in the frequent monitoring and...  ...services, and appropriate financial support. Observation and...  ...all aspects of the employment relationship, without regard to race, color... 
    Financial
    Permanent employment
    Immediate start
    Relocation package
    Monday to Friday
    Flexible hours

    Bridgeway Behavioral Health Services

    Bound Brook, NJ
    8 days ago
  • $100k - $130k

    A financial institution in Basking Ridge, NJ is looking for a Commercial Loan Officer responsible for developing loan business relationships. The role includes assessing financial needs, helping clients with loans, and ensuring complete documentation. Candidates should... 
    Financial

    Affinity Federal Credit Union

    Basking Ridge, NJ
    3 days ago
  • $100k - $190.5k

     ...their fullest potential. As a member of CNA’s Actuarial...  ...departmental guidelines:Establishes relationship with business partners and functional...  ...experts, provides actuarial guidance as needed.Builds strong...  ...- achieve their physical, financial, emotional and social... 
    Financial
    Full time
    Work experience placement
    Work at office

    CNA Financial

    Warren, NJ
    5 days ago
  • $134.5k - $190.5k

     ...their fullest potential. As a member of CNA’s Actuarial...  ...departmental guidelines:Establishes relationship with business partners and functional...  ...experts, provides actuarial guidance as needed.Builds strong...  ...- achieve their physical, financial, emotional and social... 
    Financial
    Full time
    Work experience placement
    Flexible hours

    CNA Financial

    Warren, NJ
    2 days ago
  •  ...Relationship Banker - North Plainfield & Somerset, NJ Area Financial Centers North Plainfield, New Jersey;Berkeley Heights, New Jersey; Warren, New Jersey; Somerset, New Jersey; Middlesex, New Jersey; Basking Ridge, New Jersey; Pluckemin, New Jersey; Hillsborough, New... 
    Financial
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Warren, NJ
    1 day ago
  • $97.69k - $127k

     ...show all employees that they are valued members of the organization. We treat one...  ...kindness.There are multiple ways to build relationships and get involved; from joining one of our...  ...administrator custodian and guardian), and other financial planning tax preparation and advisory... 
    Financial
    Full time
    Work at office

    Peapack Private Bank & Trust

    Bedminster, NJ
    2 days ago
  • $27 - $33 per hour

     ...Peru. Role Overview The Senior Specialist, Export processes orders and...  ...role will serve as a team member coach for the export...  ...credit issues or tax exemption guidance. Create and oversee billings...  ...external stakeholders and manage relationships with customer accounts.... 
    Hourly pay
    Work at office
    Remote work
    Overseas
    2 days per week

    Brother International Corporation

    Bridgewater, NJ
    4 days ago
  •  ...like mobile banking, online banking, and ATMs. You will accurately process cash transactions, build relationships, and identify solutions that meet clients' financial goals while adhering to laws and internal guidelines. This role requires flexibility to work weekends... 
    Financial
    Weekend work

    Bank of America

    Berkeley Heights, NJ
    5 days ago
  • $57k - $60k

    A financial institution in Basking Ridge, NJ, is seeking a Financial Services Consultant to provide exceptional member service, open accounts, and assist with digital solutions. The successful candidate will possess 3-5 years of banking experience and previous sales experience... 
    Financial

    Affinity Federal Credit Union

    Basking Ridge, NJ
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Specialist: Financial Guidance for Members. Be the first to apply!