Financial Services Representative II (Lending)
Instep Credit Union
Help members achieve their financial goals by providing exceptional service, account assistance, consumer lending support, and teller transactions. This role combines relationship building, problem solving, sales, and financial guidance to deliver a seamless member experience. Responsibilities include opening accounts, promoting credit union products and services, processing loan applications, explaining loan decisions, assisting with transactions, and supporting branch operations. Qualifications Minimum 1.5 years of lending experience Strong customer service and communication skills Ability to multitask in a fast-paced environment Sales and relationship-building mindset This position is ideal for someone who enjoys helping people, solving problems, and making a positive impact on members' financial well-being. #J-18808-Ljbffr Instep Credit Union
$500 per month
...Floating Financial Services Representative I (FSR I) Keesler Federal Credit Union team members enjoy competitive salaries and a wide range of benefits... ...years of similar or related experience. Completion of Lending Class, New Accounts training, Sales and Service Training...SuggestedTemporary workWork at officeWork from homeVisa sponsorshipWork visaFlexible hoursNight shift$53.3k - $61.8k
...the finance industry together. Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give... ...have previous experience in Financial Representative role What’s in it for you At Schwab, you...SuggestedDay shift- ...Louisiana, is seeking a Certified Relationship Banker II to provide essential client contact, assess needs, and offer financial solutions. This role requires collaborating... ...sales. Ideal candidates will have customer service experience, excellent communication skills, and...Suggested
- ...institution in Gretna is seeking a Relationship Banker II to engage with customers, identify their needs, and offer financial solutions. Responsibilities include achieving... ...clients on banking products and digital services, and resolving customer issues. Candidates should...SuggestedFull time
- Summary The Certified Relationship Banker II provides “first line” contact for clients... ...their needs, sharing products and services information, growing their relationships,... ...problems. Responsibilities Determines which financial products best meet the client’s needs and...SuggestedWork at officeAfternoon shift
- Gulf Coast Bank & Trust Company seeks a Certified Relationship Banker II to serve as the first point of contact for clients entering the branch. You will assess needs, explain products and services, open accounts, and handle maintenance and referrals. The role emphasizes...Afternoon shift
- Home Bank is seeking a Universal Banker II in Harvey, LA. The role focuses on teller... ...customer relationships through excellent service. Responsibilities include cash handling,... ...needed, and guiding customers on deposit and lending products. Prior banking experience is...
$46.12k
...Description: At Regions, the Relationship Banker II is responsible for meeting with customers... ...and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals...Full timeFlexible hours- Regions Bank in Westwego, Louisiana seeks a Relationship Banker II to meet with customers in person and by phone, assessing financial needs and guiding them to suitable products and services. With retail or sales experience, you will drive growth, provide guidance on loans...Full time
- Regions Bank in Marrero, LA, is hiring a Relationship Banker II to meet customers and prospects, assess financial needs, and offer appropriate Regions products and guidance to help achieve financial goals. Ideal candidates have retail or sales experience, strong communication...
- ...Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through...For contractorsWork from homeRelocation packageFlexible hours
- Home Bank is seeking an Universal Banker II at our Metairie, LA branch to deliver full-service customer support, handle teller transactions, and open deposit accounts. You will work in a team, process deposits, withdrawals, transfers, and loan payments while ensuring accuracy...
$17.43 per hour
...PENDING CONTRACT AWARD Job Title: Order Clerk II Location: FRCASE NAS JRB New Orleans, LA Task Description: ORDER CLERK... ...k plan. Employees receive 2 weeks paid vacation after 1 year of service. KAI employees at NAS JRB New Orleans, LA will have 11 paid holidays...Contract work$45k - $100k
...anticipated to remain open for 30 days, from 30-Jul-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...University in New Orleans seeks a Budget Administrative Specialist II to monitor and reconcile budgets and sub-budgets, assist with... ...serves as a School resource for expense reports, uses Tulane’s financial systems, and supports annual budgeting while maintaining strict...
- ...anticipated to remain open for 30 days, from 20-Aug-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...Full timeTemporary workFlexible hours
$130k - $200k
...(CRE) and Commercial & Industrial (C&I) lending experience who can independently develop... ...support from executive leadership Represent the bank within the local business community... ...based bank that believes in personal service, community roots, and genuine growth opportunities...Local areaImmediate start- A leading financial services company is seeking a Regional Director to enhance client relationships and develop robust financial plans. The ideal candidate is a self-starter with strong communication skills and a minimum educational requirement of a high school diploma...Full time
- ..., and delivering extraordinary customer service. You are energetic and enthusiastic as the... ...with our customers, using your financial knowledge to offer thoughtful solutions... ...banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd...Immediate startAfternoon shift
- ...education and advice tailored to suit their financial needs. As a Private Client Banker in... ...client receives the best products and services for their needs Partners with... ...~ Compliance with Dodd Frank/Truth in Lending Act* ~ High school degree, GED, or foreign...Immediate startAfternoon shift
- The Financial Services Assistant position for Accounts Receivable will serve as a primary contact at the Accounts Receivable Customer Service counter. This position will be responsible for greeting and answering inquiries made by students, parents, faculty, staff and others...Work at officeLocal area
- Kimberly Bergeron - State Farm Agent in Metairie, LA is seeking a proactive Insurance and Financial Services Team Member. You will build relationships, provide timely insurance guidance, and drive growth through needs-based conversations. The role emphasizes customer experience...
- Charles Schwab in Gretna, LA seeks a Regular full-time service associate to guide clients with financial solutions and build trusted relationships. You will answer inbound calls, own issues, and provide clear, compliant guidance while collaborating with a supportive team...Full time
$22 - $26 per hour
...passionate about helping people achieve financial freedom while positively impacting communities... ...Bank by providing affordable financial services to underserved communities, empowering... ...role in supporting the Commercial Lending team by efficiently organizing and prioritizing...Hourly payWork at officeLocal area- ...and Private Banking Associate in Metairie, LA. The role involves servicing Commercial and Private Banking clients, handling loan and... ...requires a High School Diploma or GED and 2+ years in banking, with lending/loan experience #J-18808-Ljbffr Resource Bank (Louisiana)
- ...activities for grants and contracts, ensuring compliance with all regulations and providing high-quality customer service to faculty. The role includes financial review, budget adjustments, and closing out awards. Ideal candidates possess a Bachelor's Degree and strong...Full time
- ...Location : City METAIRIE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating... ...clients for the purpose of sales, conservation, and service. Adequately prepares for and conducts all appointments using...Work at officeLocal area
$45k - $55k
...POSITION Blue Cliff College is seeking a Financial Aid Representative. Financial Aid Representatives help guide students through the financial aid process, analyze and evaluate student financial needs to determine the best course of action, have a thorough knowledge...Full timeCasual workWork at officeLocal areaFlexible hours- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual... ...financial strength and access to the best products and services for our clients.Our Financial Representatives and College Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours
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