Member Services & Financial Wellness Advisor
Digital Federal Credit Union
DCU is seeking a Customer Service Associate to identify members' needs, provide service excellence, and help members achieve their financial goals. You will educate members, cross-sell products, and open new memberships, accounts, and loans with Notary Public services as needed. You will also process loans, handle teller transactions, audits, and ensure security compliance. Strong communication and basic IT skills preferred; bilingual is a plus. #J-18808-Ljbffr Digital Federal Credit Union
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...role!" If you enjoy solving financial puzzles, creating meaningful... ...We are an established full-service financial planning and wealth... ...partner with the firm's financial advisors to prepare financial analyses... ...with advisors and team members to deliver an exceptional client...Work at officeFlexible hours- ...Job Description Job Description Join Our Team as a Financial Services Representative Location: Marlborough, MA | Full-Time Do you... ...Financial Service Representative to serve our Marlborough members, w ith the ability to travel to other branches as needed...Full time
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...customer transactions; recommends products and services in conformance with Bank objectives; and... ..., and others. Teamwork Is an engaged member of the branch team; steps up as needed to... ...flexibility. Expresses ideas well and clearly; uses professional written, verbal...Work experience placementWork at officeWeekend work- Position Title: Senior Commercial Loan Servicing Representative Location: Natick, MA Job... ...equivalent lending experience Background in financial institution’s real estate, commercial... ...that will reflect the contract with the member. Must be able to use sound judgment when...Hourly payDaily paidFull timeContract workBank staffShift workWeekend workAfternoon shiftEarly shift
$17.5 - $23.5 per hour
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...expériences client légendaires en traitant les transactions bancaires. Ce rôle implique l'éducation des clients sur les produits et services de TD, ainsi que le soutien dans un environnement de vente au détail dynamique. La position requiert un diplôme d'études...- ...seeking a Teller in Holliston, MA to represent the bank to customers and colleagues while delivering accurate transactions and courteous service. You will promote the bank’s products and services, support branch teamwork, and maintain compliance with policies. The role...Flexible hoursWeekend work
- ...Teller to handle customer transactions, promote bank products, and support a positive branch environment. You will deliver accurate service while following bank policies and procedures. The role requires strong math skills, intermediate tech abilities (MS Office), and...Flexible hoursWeekend work
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Middlesex Savings Bank is seeking a Teller in Maynard, Massachusetts, responsible for delivering excellent customer service and transactions. The role emphasizes strong customer relationships, compliance, and operational excellence. Candidates should have a High School...$120k - $185k
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- ...committed to providing comprehensive financial guidance with integrity,... ...blends personalized service with a holistic planning approach... ...for advancement into a lead advisor role Job Details Financial... ...Jobot's Privacy Policy, as well as the Jobot California Worker...Local area
$120k - $200k
...Senior Level Salary: $120,000 - $200,000 per year Job Details Financial Advisor Opportunity Location: Westborough, MA (Hybrid) | Offices in 6... ...professional focused on delivering exceptional client service Thrives in a team-based environment and values long-term relationship...- ...recognized and award-winning firm, has an immediate opening for a Financial Advisor. If you’re an ambitious financial professional looking for a... ..., prospecting, and centers of influence Provide exceptional service and financial guidance, ensuring clients receive personalized...Immediate start
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...is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-... ...Responsibilities: • Be a coachable, organized team member interested in pursuing training development and...Work at office$90k - $160k
...strategic, operational, and financial advice to private equity firms... ...consumer products, financial services, healthcare, energy and technology... ...clients face making it well-equipped to help solve clients... ...with junior and senior team members, senior management, and other...Full timeWork experience placementLocal area$62.5k - $90k
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...Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary...- ...responsible for providing exceptional customer service by using excellent, in-depth knowledge... ...and communicating effectively with team members.Experience & Education Requirements:... ...all their perceived and unperceived financial needsWorking accurately and efficiently...Local areaWeekend workAfternoon shiftEarly shift
- ...processing, medical and advanced applications. We are seeking a Financial Planning & Analysis (FP&A) analyst to play an integral role in... ...develop junior analysts (depending on team structure). As a key member of the Global FP&A team, periodically support corporate...Immediate start
$45.12k - $74.45k
...expertise, to provide the highest level of service and responsiveness to customers and co-... ...in the training of less experienced staff members. Performs all duties in accordance... ...Information Security Policies and Procedures, as well as state and federal regulatory...Work experience placement3 days per week
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