Financial Services Representative
$15 per hourMarine Federal Credit Union
Overview We are looking for an individual to join our team in Wilmington, NC who can offer outstanding service to our membership. Scheduling availability is required during all operating hours: Monday-Friday 8:30AM-5:30PM. Responsibilities Provide exceptional service by assisting members with their financial needs and inquiries. Handle cash transactions accurately, ensuring proper cash management and adherence to credit union rules and regulations. Process debits and credits efficiently while maintaining a high level of attention to detail. Promote financial products and services, utilizing upselling techniques to enhance member relationships. Detect and prevent potential fraud through vigilant monitoring of transactions and member interactions. Qualifications Preferred background in banking and financial services Proficient in cash handling and basic math skills Excellent member/customer service and communication abilities Experience with financial sales and upselling techniques Knowledge of fraud prevention and detection methods Ability to manage member relationships effectively Please visit our company website to complete an employment application and initial assessments. Job Type: Full-time Pay: $15.00 per hour Benefits 401(k) 401(k) matching Disability insurance Health insurance Life insurance Paid time off Vision insurance Schedule Monday to Friday Seniority level Entry level Employment type Full-time Job function Finance and Sales Industries Banking We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Marine Federal Credit Union
- ...Liberty Health , a dynamic leader in the healthcare industry. Join us! We Are Currently Seeking An Experienced PATIENT FINANCIAL SERVICES REPRESENTATIVE Job Description Collect and enter patient prepayments and send appropriate payment documentation to the AR Department...Suggested
- ...Job Description Job Description Description: The Financial Services Representative (FSR) I provides a winning service experience and assumes responsibility for the efficient, effective and accurate processing and performing of transactions for Members and Non-Members...SuggestedTemporary workWork at officeShift work
- ...: City WILMINGTON Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating... ...existing clients for the purpose of sales, conservation, and service. Adequately prepares for and conducts all appointments...SuggestedWork at officeLocal area
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker‑dealer that supports and grows wealth...SuggestedFor contractors
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...Acquisition Costing team for an exciting opportunity to provide financial and strategic analysis, oversight, and coordination of... ...eligible for relocation assistance.Chase is a leading financial services firm, helping nearly half of America’s households and small businesses...Work experience placementH1bVisa sponsorshipRelocation package
- ...Myrtle Beach, SC, and Franklin County, PA. We're committed to helping our members prosper by being a trusted advisor for financial services. CCU's vision is simple: "To provide better service to our members than they receive anywhere else in the world." Our growth...Work experience placementWorldwideFlexible hours
$75k - $90k
...Experience at every touchpoint, and embracing Endless Evolution through continuous learning and improvement. As the Servicing Advisor you will conduct financial analyses, monitor and adjust financial plans, and make customized investment recommendations for less complex...Work at officeImmediate startMonday to FridayWeekend workAfternoon shift- ...existing relationships through providing financial advice, partnering with investment and... ...provide goals based planning advice and services. Provides guidance and fulfills on loan... ...through proactive outreach. When appropriate, represents the Bank in the community by attending...Work at officeImmediate start
$96k - $110k
...Description You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a... ...Series 66 (or equivalent) ~7+ years of experience in financial services. You know how this industry works and you’ve seen enough...For contractorsWork at officeRemote workWork from homeFlexible hours- ...and assess business profitability and new opportunities. We use financial data and recommendations to influence the Auto Leadership Team... ...lending, auto finance, or another regulated financial services businessExperience supporting partnership, pricing, or deal-related...Visa sponsorshipRelocation packageShift work
- ...in Finance or an analytical/reporting role ~ Experience with financial modeling and forecasting ~ Understanding of investment... ...relocation assistance. About Us Chase is a leading financial services firm, helping nearly half of America’s households and small...H1bWork at officeVisa sponsorshipRelocation package
- ...Job Description Job Description RiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking a Producing... ...influence and current clients. Provides financial planning services by advising the customer on the advantages and disadvantages of...Remote work
- ...will manage multiple client deliverables ensuring superior client service. Deliverables include fund administration services provided to... ...equity funds.Some of the things you will be doing:Prepare financial statements and support schedules (GAAP and other basis)Prepare...Local areaRemote workWorldwide
- ...independenceExcellent written and oral communication skillsStrong time management and prioritization skillsChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of...
- ...to empower individuals and families to take control of their financial futures through personalized planning, values-based guidance,... ...licensing support to help you confidently transition into financial services. You’ll be surrounded by a team that’s walked the same path...InternshipWork at officeLocal areaVisa sponsorshipFlexible hours
- Play a key role in bringing innovative financial products to market through commercialization, launch readiness, and cross-functional... ...-to-end readiness efforts and partner across product, field & servicing, and marketing organizations to drive successful launches, adoption...
$95k - $120k
...strive to set the bar for the retirement services industry. Our goal is to deliver... ...more than just an investment vehicle. They represent a forward-thinking approach to retirement... ...dedicated industry verticals, including financial services, healthcare, technology and government...Work experience placementLocal areaRemote workVisa sponsorship- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Work at officeFlexible hoursShift workWeekend workDay shift
- ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving... ...by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring...Full timeWork experience placementFlexible hours
$36k
Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community ? If so, please read on! This position earns a competitive salary of $36,000 per year (paid hourly...Hourly payTemporary workWork at officeFlexible hours- ...more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the...Work at officeLocal areaDay shift
- ...Mindlance is a national recruiting company which partners with many of the leading employers in the Life Sciences, IT, and Financial Services sectors. Job Description The basic purpose of this position is to meet deadlines of monthly financial close schedule including...Work at officeImmediate start
$144.48k - $216.72k
...transparency.Qualifications:10+ years of experience in credit risk management or equivalent training and experience preferably in the financial services industryExperience in people management and leadershipWorking knowledge of SAS or SQL programming and MS Office software...Full time$40k - $45k
Future Opening: Customer Service Representative - State Farm Agent Team Member Position Overview Are you outgoing and customer-focused? Do you... ...! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships...For contractorsWork at officeFlexible hours$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is... ...financial advisor, you start as a financial representative focused on client-building and... ...Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions...For contractorsWork at officeRemote work- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners... ...History of success in sales, competitive roles, client services, or client-facing roles Desire for continuous learning What we...Work at officeFlexible hours
- Financial CounselorWe are seeking a knowledgeable and compassionate Financial Counselor to help patients understand their insurance benefits and financial responsibilities. This role is responsible for insurance verification, financial counseling, upfront collections, payment...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at... ...financial advisor, you start as a financial representative focused on client-building and... ...Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions...Full timeContract workFor contractorsWork at office
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