Financial Services Advisor - Guide Customers to Credit
World Finance Company of Oklahoma, LLC
World Finance Company of Oklahoma, LLC is seeking a Financial Services Representative to assist in operating the branch effectively and provide top-tier service to customers. Responsibilities include processing loan applications, maintaining customer relationships, and ensuring efficient branch operations. Full-time team members may receive health, dental, and vision insurance. Opportunities for advancement exist, with 80% of Financial Services Representatives promoted annually. #J-18808-Ljbffr World Finance Company of Oklahoma, LLC
$175k
...is a global leader and innovator in the financial services industry and is evolving from a high-... ...journey and together, we are driving a customer-centric transformation that values bold... ...proprietary tax equity investments and other tax credit financing transactions. The Product...CustomerHourly payFull timeContract workWork experience placementWork at officeShift work$42k - $90k
...Finance, Factoring, Letter of Credit, LC discounting etc.... ...products based on client or outside financial institutional needs Draft,... ...for trade finance products and services Draft policy and... ...to meet the needs of both the customer and the Bank Serve as contact...CustomerWork at office$40 per hour
...Cardo AI to power their private credit strategies. We’ve closed a... ...Integration, you will collaborate with financial institutions, alternative... ...- Act as a trusted advisor to financial institutions, delivering... ...- Collaborate with Customer Success, Product, and Engineering...CustomerFlexible hours$215k - $355k
...partnering closely with originations, credit, legal, and servicing to structure, distribute, and manage... ...offerings and solutions to maintain customer relationships Assist with managing... ..., and judgment skills in a regulated financial services environment Job Expectations...CustomerWork experience placementWork at office$250k
...execution of sales, products or service activities in coordination with the customer service team. The overall objective... ...: Work with business credit requests less than $250K, recognize... ...opportunities, and present product offers/financial solutions Understand and...Customer- ...will provide an exceptional customer experience by cultivating, maintaining... ...understand and address their financial needs, the banker will... ...our consultative sales and service process. Responsible and accountable... ...resolved Analyze customer credit data and other related...CustomerWork at office
- ...seeks an enthusiastic and self-motivated Financial Guide (Independent Contractor) to support our... ...how, when, and where you perform your services, provided deadlines are met and quality... ...(e.g., Salesforce) Excellent customer service skills Bilingual or full professional...CustomerPart timeFor contractorsRemote workFlexible hours
$250k
...execution of sales, products or service activities in coordination with the customer service team. The overall objective... ...: Work with business credit requests less than $250K, recognize... ...opportunities, and present product offers/financial solutions Understand and...CustomerFull time- ...position with Cetera Financial Group. Accepted applicants... ...Cetera Investment Services LLC (marketed as Cetera... ...management programs on bank or credit union premises. There... ...current and potential customers. The incumbent... ...Associate Financial Advisors to have additional training...Customer
- ...poster from Prudential Financial Business Development Manager at Prudential Advisors Prudential Advisors is... ...a career in financial services. We want to help you... ...marketing and excellent customer service. Assist... ...35,000.00 2 weeks ago Credit Risk Business Analyst-...CustomerFull time
$159.57k - $265.95k
Senior Wealth Advisor page is loaded## Senior Wealth Advisorremote... ...with Client Managers, Custom Credit, Investment Advisors and Trust... ...to assess client's current financial situation, goals and objectives... ...the full array of financial services distributed by the Company to...CustomerTemporary workWork experience placement$57.72k - $86.32k
...TD Wealth Job Description The Financial Advisor Trainee (FA Trainee) role is... ...calls and meets with TD Bank customers and prospects to deepen relationships, address service issues, and identify financial... ...on criminal background check, credit report check, civil litigation...CustomerTraineeshipWork experience placementWork at officeLocal area$66.56k - $99.32k
...Wealth Job Overview The Financial Advisor Associate (FAA) works... ...Use Salesforce, Money Guide Pro, and other... ...and AML procedures for customer identification. Evaluate... ...of relevant financial services experience or completion... ...Satisfactory criminal, credit, civil litigation and...CustomerTraineeshipWork at officeLocal area- ...to qualify for the role of Financial Advisor Associate within a specified... ...calls and meets with TD Bank customers and prospects with the goal... ...relationships, assist with customer service issues, and identify... ...criminal background check, credit report check, civil litigation...CustomerTraineeshipWork experience placementWork at officeLocal areaWork from home
- ...fournir et améliorer nos services de sorte à vous offrir... ...manager and financial advisor for TD Wealth clients... ...in SalesForce, Money Guide Pro and other authorized... ...for implementing TD’s Customer Identification Program... ...criminal background check, credit report check, civil litigation...CustomerTemporary workTraineeshipWork experience placementCasual workWork at office
- The Financial Advisor Associate (FAA) works with TD Wealth prospects... ...day‑to‑day account servicing. The FAA will rely on... ...in SalesForce, Money Guide Pro and other... ...procedures. Implements TD’s Customer Identification Program... ...criminal background, credit report, civil litigation...CustomerTemporary workTraineeshipWork experience placementWork at officeLocal areaFlexible hours
$23 - $31 per hour
...here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer... ...empowering communities, and helping our customers succeed. We believe that a meaningful career... ...service requests, and submitting credit applications Receive direction from...CustomerWork experience placementWork at officeImmediate startFlexible hours$170.26k - $200.3k
PWM Private Wealth Advisor page is loaded## PWM Private... ...our best. Helping the customers and businesses we... ...make better and smarter financial decisions and enabling... ...criminal background and credit check. Failure to meet... ...products and services - Ability to partner with...CustomerTemporary workWork at officeLocal areaRemote workFlexible hours3 days per week$87k - $162k
...*This is a remote Financial Planner role that... ...together to meet our customer’s needs. We value... ...and Investment Advisor Representatives by... ...information on retiree services is required.*... ...Profiles or Money Guide Pro or similar financial... ...of duties.**Credit/Background Check:*...CustomerFull timeTemporary workPart timeCasual workWork at officeRemote work$23 - $31 per hour
...Participate in delivery of exceptional customer experience by building... ...appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic... ...service requests, and submitting credit applications Receive direction...CustomerWork experience placementWork at officeImmediate start- ## Financial Advisor Trainee-Midtown ManhattanPostulerremote type: Sur placelocations... ...and day to day account servicing.As an FAA, you will need to... ...and meets with TD Bank customers and prospects with the goal... ...criminal background check, credit report check, civil litigation...CustomerTemporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours
$78.52k - $117.52k
...Wealth Job Description The Financial Advisor (FA) role is a three-year program... ...their experience to service the unique and complex needs... ...Demonstrates a commitment to being customer-centric by delivering... ...criminal background check, credit report check, civil litigation...CustomerWork at officeLocal areaWork from homeFlexible hours- Heritage Financial Credit Union is seeking a Flex Financial Partner to enhance members' financial... ...solutions, promoting credit union services, and building strong member relationships. Candidates should have 4+ years in customer service, an understanding of BSA requirements...CustomerRelocation packageFlexible hours
- Zecher is revolutionizing the financial industry by creating a modern, unified... ...management, insurance, credit, lending, and tax strategy. Combining human advisors with AI intelligence, Zecher provides... ...-term wealth creation and a customer-first approach. Zecher’s...CustomerFull time
$185k - $220k
...is a global leader and innovator in the financial services industry and is evolving from a high-... ...journey and together, we are driving a customer-centric transformation that values bold... ...inclusive of Receivables, SCF, Letters of Credit, Inventory Finance and others)...CustomerHourly payFull timeContract workWork experience placementWork at officeShift work- ...rotations in operations and Sales & Service. There will be a... .... The Personal Banker I is a Financial Center position focused on using... ...meet the financial needs of customers or prospects. The Personal Banker... ...that will allow for analysis of credit and financial information....CustomerWork experience placementWork at office
- ...A travel service company is seeking a remote Online Travel Guide to assist customers with trip planning and travel questions. Your role will involve helping clients explore options, book reservations, and ensure their journeys are as smooth as possible—all online. Ideal...CustomerFull timePart timeRemote work
- ...Management - Private Wealth Advisor - Manhattan, NY J.P. Morgan... ...and delivering extraordinary customer service while maintaining a strong commitment... ...solutions to meet their financial needs. Job Description At J... ...including personal banking, credit cards, mortgages, auto...CustomerFull time
- ...New York City. This entry-level role focuses on assisting in sales and customer service efforts to build loyalty and increase sales to individual clients. Responsibilities include managing credit requests, implementing sales strategies, and delivering exceptional client...Customer
- ...Associate Wealth Advisor Job Code: 8406 Req... ...Retirement & Investment Services.” Create your... ...Delta Community Credit Union - where opportunity... ...achieving their financial goals. As an... ...attorneys, you will guide clients through significant... ..., concierge-level customer service. Utilize...CustomerFull timeRemote workFlexible hours
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