Member-Focused Financial Service Advisor
FedChoice Federal Credit Union
FedChoice Federal Credit Union, located in Lanham, Maryland, is seeking a Financial Service Advisor. This role emphasizes building and maintaining relationships with members while providing exceptional service. The candidate will assist with account management, loan applications, and financial product information. Ideal candidates should have a high school diploma and at least two years of experience in a financial institution. The position is crucial in ensuring a positive member experience and promoting Credit Union products. #J-18808-Ljbffr FedChoice Federal Credit Union
- A financial service organization in Lanham, Maryland seeks a Financial Service Advisor. This role focuses on building relationships with members, providing exceptional customer service, and cross-selling financial products. Ideal candidates should have at least two years...Suggested
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$1,000 per week
...Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company.... ...diverse backgrounds, including financial services newcomers, military veterans,... ...Financial Representatives are: Customer-focused Effective Communicators Natural...Suggested$61k - $119k
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$40k - $75k
Financial Representative - State Farm Agent Team Member Full Time in Chevy Chase, MD Are you a dynamic and results-oriented individual with a passion for sales and customer service? Do you want to be part of a supportive team that values your contributions and offers excellent...Full timeFor contractorsWork at officeWeekday work- ...Status: Non-exemptExpectations for All Team Members: Supports Legends Bank’s Mission, Vision,... ...providing the highest level of customer service. Helps build solid customer relationships... ...and facilitates a welcoming and customer focused environment.Alert to customers’ needs and...Part timeFlexible hoursNight shift
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...consulting specialise in providing consulting services related to financial management and strategy. These... ...management at PwC, you will focus on helping clients improve their financial... ...functional stakeholders, mentor junior team members, and build strong client...Full timeH1b$120k - $200k
...difference in our clients’ financial wellness. Our mission is focused on enriching the lives of... ...Registered Investment Advisors globally. Our values—Accountability... ...Teamwork, Inclusion, and Service Commitment—are at the... ...Work with other team members to develop and strategize...Temporary workWork experience placementLocal areaFlexible hours$70k - $80k
...solutions to clients to help them achieve their financial goals. Key responsibilities include... ...makes referrals to appropriate internal service providers based on client needs and asset... ...Experience Branding Customer and Client Focus Oral Communications Issue Management Client...Temporary workMonday to FridayShift workDay shift$1,000 per week
The Western and Southern Life Insurance Company is seeking a Financial Representative in College Park, Maryland. This role involves helping... ...of $50,000-$70,000. Candidates are expected to be customer-focused communicators with a collaborative spirit. #J-18808-Ljbffr The...$66.56k - $99.32k
...Wealth Job Description The Financial Advisor Associate (FAA) works with TD... ...and day to day account servicing. The FAA will rely on relationship... ...with an enhanced agenda focused on the client’s overall wealth... ...individually, as a team member and as a mentor to new FAAs,...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- A financial services organization in Washington, DC, seeks a Financial Wellness Advisor to enhance members' financial well-being through guidance and education on products and services. The ideal candidate will demonstrate strong customer service and sales skills, possess...
$20.09 - $33.48 per hour
Financial Counselor page is loaded## Financial Counselorlocations: US... ...also verifying the patient’s services meet insurance coverage... ...Awareness:** Strong customer focus. Ability to build an engaging... ...full-time and part-time staff members, and we feature a generous Paid...Full timePart timeLocal areaImmediate startRemote workMonday to FridayFlexible hoursShift workWeekend work$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every connection... ...makes referrals to appropriate internal service providers based on client needs and asset... ...Client Management Customer and Client Focus Portfolio Management Prospecting...Hourly payTemporary workWork at officeShift workDay shift$28.85 - $33.65 per hour
...solutions to clients to help them achieve their financial goals. Triage client leads. Make... ...and/or a minimum of one year of financial services industry or sales experience. Skills... ...Management Client Management Customer and Client Focus Portfolio Management Prospecting...Hourly payTemporary workShift workDay shift- ...Financial Representative The purpose of the Financial Representative is to meet the needs... ...solutions in an ethical and client-focused manner, always selling the right way and... ...the purpose of sales, conservation, and service. Adequately prepares for and conducts...Work at officeLocal area
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$43k - $65k
...our dynamic Contact Center team of Member Consultants for an opportunity to... ...confident and secure in their financial journey. Our Contact Center is unlike... ...Demonstrating a strong member focus and passion for delivering exceptional service. Handling member interactions...Hourly payFull timePart timeLocal areaWork from homeMonday to Friday$46k - $51k
...Description We are looking for a motivated, member-focused, target-driven team member to join our Lending Services team as a Loan Servicing Specialist. Are... ...industry? Are you ready to embark on a thrilling financial adventure? What You'll Be Doing......Full timeWork experience placementCasual workWork at officeFlexible hours3 days per week$99k - $232k
...within Finance Consulting services, will provide the... ...clients optimise and align financial planning,... ...coaching, leveraging team member's unique strengths, and... ...will drive initiatives focused on FP&A process redesign... ...and serve as a trusted advisor across finance transformation...Full timeH1b$40k - $55k
Financial Services Representative - State Farm Agent Team Member Full Time in North Bethesda, MD Opportunity for advancement Are you a dynamic and results-oriented individual with a passion for sales and customer service? Do you want to be part of a supportive team that...Full timeFor contractorsWork at officeWeekday work$70k - $80k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate... ...participation in the financial planning process,... .... Focus provides team members flexibility to work a... ...highest level of client service Complete client billing...Work at officeRemote work3 days per week$85k - $98k
...selected candidate will work as a Financial Management Senior Consultant... ...(FIAR) goals, with a focus on audit remediation, internal... ...position requires a proactive team member who can interface effectively... ...and with a customer service focus. Strong organizational...Full timeTemporary workPart timeFor contractorsFor subcontractorInterim roleSeasonal workWork at officeRemote workFlexible hours$105k - $120k
...Description Forbright is a nationwide full-service bank and commercial lender focused on helping to build a brighter... ...in healthcare, technology, financial services, real estate, and other industries... ...interactions. We offer our team members a culture of collaboration,...Work at officeRemote work- ...Opportunity for advancement ~ Paid time off ~ Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Tianya Edgerton - State Farm Agent, you will successfully market the financial products that...
- ...and reach of more than 1,400 Member organisations and around 16,0... ...administrative, and HR operations, focusing on transaction integrity,... ...the North America office’s financial statements and project financial... ...accounts and office-related services (insurance, utilities, leases...Work at officeLocal areaTrial period
- ...and businesses navigate life’s financial decisions through changing... ...through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed... ...choose to become a financial advisor with Eagle Strategies LLC, our... ...advisor, and offer advisory services. Compensation Benefits You have...Full time
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...of one year of financial services industry or sales experience... ...Management Customer and Client Focus Portfolio Management Prospecting...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$115k - $220k
...minds who use economic, financial, and business analysis... .... As trusted strategic advisors, we work with stakeholders... ...and utility cost of service or to support transactions... ...an individual and team member. Beginning with... ...EOE/AAE). As part of our focus on equity and inclusion...Work at officeRemote workWork from home3 days per week
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