Financial Services Representative
$20.5 per hourCPM Fed
Description Financial Services Representative (Simpsonville) Calling all sales-oriented professionals with a passion for exceptional customer service! Are you ready to take your career to the next level? We have an exciting opportunity just for you. Join our team at CPM Federal Credit Union as a Financial Services Representative and make a significant impact on our members' financial well-being. The minimum starting pay for this role is $20.50 per hour. At CPM Federal Credit Union, we consider experience, skills, and internal equity when determining final compensation. Candidates must be available Monday - Thursday 8 am - 5 pm, and Fridays 8 am - 6 pm. Position Highlights: Sales-Focused Role: Showcase your exceptional sales skills by actively cross-selling our Credit Union's products and services to meet our members' financial needs. Incentive Plan: Be rewarded for your successes with a competitive monthly incentive plan. Employee-centric: CPM Federal Credit Union has been named a Best Place to Work for 2026! Growth Opportunities: Our Career Progression Program puts you in control of your success and career! CPM Perks: Enjoy employee discounts, 401(k) match, educational assistance, ongoing professional development, and wellness programs. What You'll Do: Provide top-notch member service. Handle a wide range of member inquiries, including account statements, loans, payments, automatic transfers, interest rates, investment certificates, and more. Use your promptness, courtesy, and expertise to ensure our members' questions and problems are resolved accurately and efficiently. What You'll Bring: Excellent Customer Service Skills: You're a natural people person with a passion for providing exceptional service. Your friendly demeanor, patience, and ability to listen attentively will help you build strong relationships with our valued members. Effective Communication: You possess strong verbal and written communication skills, enabling you to explain complex information in a clear and concise manner. You'll engage with members over the phone, email, and chat, so effective communication is essential. Problem-Solving Abilities: You have a knack for finding solutions to challenges and resolving member issues. Your analytical thinking and attention to detail will help you accurately processing loan applications and other financial transactions with ease. Strong knowledge of Credit Union loan services, policies, and procedures is preferred. High school diploma or equivalent Join our team and be a part of a credit union dedicated to empowering our members and building stronger financial futures! About CPM Federal Credit Union CPM Federal Credit Union was founded in 1955. Since then, CPM has worked hard to help our members improve their financial well-being. We have offices throughout South Carolina, with our headquarters in North Charleston. Be part of our team of talented professionals and contribute to our mission of empowering our members and our community with opportunities for a brighter financial future.
AFFIRMATIVE ACTION/EEO STATEMENT
CPM Federal Credit Union is an Equal Opportunity Employer who recruits, and hires qualified applicants without regard to race, color, religion, sex, pregnancy, childbirth, and related medical condition (including, but not limited to lactation), sexual orientation, national origin, age, disability, gender identity, protected veteran status or any other protected characteristic. #J-18808-Ljbffr CPM Fed- ...development Bonus based on performance ROLE DESCRIPTION: As a Financial Advisor within our office, you will successfully market the... ...regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. Series 6/63/65 or SIE...SuggestedWork at office
- ...help clients work toward their long-term financial goals. They should be comfortable... ...provide them information about the financial services their families could utilize ·... ...with financial guidance and products. Our representatives provide financial products to help members...SuggestedWork at officeLocal area
- ...Job Description Job Description ROLE DESCRIPTION: As a Financial Advisor within our office, you will successfully market the financial... .... QUALIFICATIONS: ~3+ years of experience in financial services. ~ Analytical and communication skills. ~ Series 6/63/65...SuggestedWork at office
$97k - $192k
...The Mays Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This... ...communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been...SuggestedWork at officeLocal areaWork from homeFlexible hours- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...SuggestedLocal area
- At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That’s...Work at office
- ...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...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...PRIMARY FUNCTION: Administers the financial programs and activities for the business. Performs financial and business analysis in working with all management and department heads at the plant, division, and corporate levels. Prepares annual budget, monthly/quarterly rolling...
- ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and... ...business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making...Full timeTemporary workPart timeWork experience placementWork at office
- ...Financial Advisor At Pinnacle, our goal is to create an atmosphere where people become... ...candidates who demonstrate a passion for client service. People who understand that distinctive... ...; and critical action items as represented in KPI reports. Analyze credit worthiness...Work at office
- ...clientele. Institutional Wealth Management Retirement Plan Services - to include 401k and Pension plans Primary... ...others who influence potential customers to positively impact financial results of the corporation. Meets with prospects, identifies needs...Work at officeLocal area
$50k
...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 clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours- ...: City GREENVILLE 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...Work at officeLocal area
- ...prospects with all functions related to commercial loans, deposit services, online banking, and treasury management services to leverage... ...management by clearing documentation exceptions, collecting financial requirements, and reviewing internal tracking reports...Work at officeLocal area
- ...practice and is currently seeking new financial advisors. We specialize in recruiting "... ...retirement planning, insurance and investment services, estate planning, business planning,... ...Area 1 day ago College Financial Representative, Internship Program Spartanburg, SC $50...Full timeTraineeshipInternship
- Our Greenville/Spartanburg financial advisory firm seeks new financial advisors to join its growing and highly productive practice. No... ...using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and...
$61k - $119k
Financial Advisor (Looking for Career Changers-Training/Licensing Provided) Financial Advisor... ...planning, insurance and investment services, estate planning, business planning,... ...(based on2018-2023company average for representatives in the first 3 years) Top 25% advisor annual...Full timeContract workFor contractorsInternship$65k - $85k
...Job Description Job Description Job Summary A growing financial services team in Greenville, SC is seeking a motivated Junior... ...part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates...Full timeTemporary workMonday to Friday$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 areaFlexible hours$250k
...Essential Job Functions: Organization: Develops and implements strategies, satisfying customer needs through a full array of products and services. Coordination: Uses judgment and discretion to ensure uninterrupted flow of business. Communication: Communicates well verbally...Work at officeHome office$48k - $62k
...Overview A financial services firm is seeking a Client Services Representative to support advisors and clients through exceptional service and administrative support. This role is ideal for a detail-oriented, personable, polished professional who thrives in a fast...Work at office- ...Future Opening: Insurance and Financial Services Position - State Farm Agent Team Member Successful State Farm Agent is seeking a qualified... ...Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful...For contractorsWork at office
- ...consultative conversations to understand financial priorities and recommend personalized... ...understanding of the bank’s products and services while sharing comprehensive, tailored... ...satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability...Temporary workWork at office
- ...engaging clients through consultative sales to understand their financial needs and recommend personalized banking solutions.... ...deposit and loan options, and making referrals to other banking services. The role emphasizes delivering excellent client experiences,...Work at office
- ...professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an... ...Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful...For contractorsWork at office
$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- ...We're Hiring! This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard...For contractorsWork at office
- What could an extra $1,000-$2,000 each month do for your household? Qualified candidates are wanted for the chance to enter financial services on a part-time basis while working fully remotely. This means that you get all the earning potential of a trillion-dollar industry...Weekly payPart timeRemote workWork from home
- ...incidents and risks to IT and business staffDirectly support and provide guidance for security related issuesMonitors threat intelligence services to keep current on emerging security threats and concernsParticipate in special projects as neededPerform additional assignments...Full timeTemporary workCasual workWork at officeImmediate startMonday to Friday
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