Financial Services Representative
A Hiring Company
5 days ago Be among the first 25 applicants We seek a professional to be responsible for providing advice and solutions that effectively address the financial goals and objectives, as well as the needs and concerns, of members. The role develops long-term relationships to grow business. Job Responsibilities: Cultivate strong relationships with members by consistently using the prescribed sales process. Provide fee-based financial planning, along with commissionable product solutions, and asset management to members. Grow Assets under Management (AUM) by offering a breadth of financial solutions. Cultivate strong working relationships and trust among credit union staff by conducting regular training, attending/participating in credit union staff meetings and functions, and sending referrals back to the credit union. Effectively deliver multiple services and expertise to clients by providing professional fee-based advice, commissionable products, financial planning, and asset management. Implement/leverage technology and other available investment tools and resources to provide clients an exceptional member experience on a consistent basis. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter. Meet or exceed production goals, with an appropriate product mix. Collaborate with the credit union to create and execute an annual marketing plan. Pursue member feedback regarding their experience, including the process and the outcome. Adhere to all FINRA and insurance rules and regulations, as well as all company policies. Seniority level Entry level Employment type Full-time Job function Finance and Sales Industries Business Content Referrals increase your chances of interviewing at A Hiring Company by 2x Sign in to set job alerts for “Financial Services Representative” roles. Plymouth, WI $41,714.00-$50,000.00 1 week ago Plymouth, WI $41,714.00-$50,000.00 1 week ago Plymouth, WI $41,714.00-$50,000.00 1 week ago Financial Advisor - Northeastern, WI and Surrounding Areas Sheboygan, WI $37,490.00-$71,920.00 2 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr A Hiring Company
- ...to be part of a team that works hard, earns well, and stays connected to the community. ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Dexter Smith - State Farm Agent, you will successfully market the financial products...SuggestedWork at officeLocal areaFlexible hours
$45k - $100k
...anticipated to remain open for 30 days, from 30-Jan-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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$87.5k - $133.6k
...Finance, FP&A, the Senior Finance Analyst, FP&A supports Kitchen & Bath Americas FP&A reporting and analytics with focus on HR-related financial insights, monthly reporting, and forecasting excellence, and strong Balance Sheet controls. This role connects headcount, labor...SuggestedSterling Kohler
Kohler, WI2 days ago- ...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 are a growing agency with big dreams and lots of potential. Our team is comprised of results-oriented individuals...SuggestedFor contractorsWork at office
Dexter Smith - State Farm Agent
Sheboygan Falls, WI10 days ago $115k - $135k
...for a Wealth Advisor to take over existing client relationships and deliver thoughtful financial advice. This is a strong opportunity for an advisor who enjoys planning, client service, and long-term relationship management without needing to build a book from scratch....SuggestedLocal areaMOHR Talent
Kohler, WI5 days ago- ...commercial loan clients. The right credit analyst will perform detailed financial analysis for all lending opportunities, prepare credit approval... ...data. Interpret key financial ratios (e.g. cash flow to debt service, debt-to-equity, etc.) Provides thorough documentation of...Temporary workInterim roleLocal area
gpac
Sheboygan, WI2 days ago $41.06k - $59.76k
...and recommending and selling products and services. Personal Bankers use their product... ...interaction to identify needs and offer financial solutions to help customers secure their... ...posted compensation range on this listing represents UMB’s good faith and reasonable estimate...Local areaFlexible hoursAfternoon shiftUMB Bank
Sheboygan, WI4 days ago- ...The Company: Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members... ...Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock...Full timeTemporary workPart timeFlexible hours
$34 - $39 per hour
...responsible for evaluating and managing credit risk across a complex, international customer portfolio. This role requires strong financial statement analysis, sound business judgment, and the ability to independently manage complex, higher‑exposure accounts in a fast‑paced...Temporary workFor contractorsCRG
Kohler, WI4 days ago$135k
...any present or potential risks. Analyzing the applicant’s financial status, credit, and property evaluation to determine the feasibility... ..., or referring banks, insurance, and trust products or services. Representing the Bank in the community through professional and civic...BritePros Medical Staffing
Kohler, WI1 day ago$135k
...The successful candidate will make and service a variety of C&I & CRE loans. The candidate... ...risks. Analyzing the applicant’s financial status, credit, and property evaluation... ..., and trust products or services. Representing the Bank in the community through professional...BritePros Medical Staffing
Kohler, WI18 days ago- ...that this position is based on our campus in Madison, WI, and requires relocation to the area. We recruit nationally and provide financial relocation assistance. Responsibilities Own all financial aspects of the Epic-Customer relationship, ensuring accuracy and timeliness...RelocationVisa sponsorshipRelocation package
Epic
Sheboygan, WI1 day ago $150k
Insurance and Financial Services Position - State Farm Agent Team Member Full Time in Sheboygan Falls, WI Replies within 24 hours ROLE DESCRIPTION Future Agent - Internship Training Program. I am hiring individuals into my Future Agent - Internship Training Program who...Full timeFor contractorsInternshipWork at officeShift work$17.45 - $19.5 per hour
...? Kohler Credit Union is looking for a Full-Time Member Service Representative to join our Contact Center team in Sheboygan, WI. This... ...individuals looking to begin or grow their career in banking, financial services, and customer support. No previous financial...Hourly payFull timeVisa sponsorship- Want to use your customer service skills to solve real world problems? Want to free up your weekends & evenings and instead work... ...provide post-order service REQUIREMENTS Our Customer Service Representatives are self-motivated and driven by a desire to exceed expectations...Work at officeMonday to FridayWeekend workAfternoon shift
- ...Assistance Program ~ On the Job Training & Certification ~ Teammate Recognition Program Duties and Responsibilities: Customer Service Greet patients and customers Answer the telephone in a professional manner Book appointments accurately Other duties...Hourly payPart timeWork at officeNight shiftWeekend workAfternoon shift
Shopko Optical
Sheboygan, WI9 days ago $69.8k - $87.95k
...general guidance of the Controller - Americas FP&A, Marine & Switchgear, this Finance Associate - SG&A & CapEx position provides financial and analytical support with direct business partnership across Power Systems North America. The Finance Associate - SG&A &...Full timeLocal areaVisa sponsorship- ...Van Horn Automotive Group has an outstanding opportunity for a professional, self-motivated Customer Service Representative! The Service BDC Representative will assist the organization with enhancing customer satisfaction, increasing service, and building meaningful...16 hoursSummer work
Van Horn Automotive Group
Sheboygan, WI1 day ago - ...Customer Service Representative Your Impact. OurLegacy. At Bemis Manufacturing Company, you're not just joining a team-you're becomingpart of a family that's been crafting innovation, quality, and tradition forover 120 years. Rooted in Sheboygan Falls, WI, we're driven...Full timeH1b
Bemis Manufacturing
Sheboygan Falls, WI4 days ago - ...and development. Position Summary As a Customer Service Representative, you will have the opportunity to create a difference in the... ...guidance to help customers make decisions about their financial needs. Skills & Attributes Needed The following...Temporary workWork at officeRemote workFlexible hours
National Exchange Bank & Trust
Sheboygan Falls, WI5 days ago $5,000 per month
...SUMMARY: Under close supervision, the Customer Service Representative is responsible for accurately fulfilling customer orders and managing incoming customer calls. JOB DUTIES: • Responds to basic customer inquires regarding products, provides quotes, and...Contract workGenuine Parts Company
Sheboygan, WI2 days ago$16 per hour
...Begin a Fulfilling Career as a Full-Time Teller! Are you searching for entry‑level jobs in Sheboygan, customer service careers, or opportunities in the financial services industry? Kohler Credit Union is hiring a Full‑Time Teller at our Corporate Center in Sheboygan,...Hourly payFull timeMonday to FridayKohler Credit Union
Sheboygan, WI3 days ago$17 per hour
...Customer Service Representative Position Customer Service Representative Job Location Sheboygan, WI Starting Date Immediate Employment Term Temp-to-Hire Employment Type Full-Time Work Hours (Shift) 1st Shift (8:00am 4:30pm) Starting Pay Starting at $17.00 Benefits Medical...Full timeTemporary workWork at officeLocal areaImmediate startShift workDay shiftSEEK Careers/Staffing
Sheboygan, WI2 days ago$21 - $22 per hour
...Associate Coordinator to join a growing team supporting post-sale customer operations. This role is responsible for resolving customer service and invoicing issues, ensuring a seamless experience from order entry through shipment and invoicing. Compensation Contract...Contract workTemporary work3 days per weekTEKsystems
Kohler, WI8 days ago$25 per hour
[Patient Service / Remote] - Anywhere in U.S. / Up to $25-hr / Health-Dental-Vision-Life-Disability / HSA-FSA / Retirement Savings... ...Personal-Holidays-Sickness - As a Healthcare Customer Service Representative, you will: Provide exceptional customer service to patients...Immediate startRemote workUniversity Physicians
Sheboygan, WI3 days ago$750 per week
...consumer insights. We help connect everyday people with flexible remote market research opportunities that influence real products, services, and customer experiences. Role Overview: We are welcoming participants from all backgrounds, including anyone looking for...Part timeCasual workRemote workFlexible hoursAFG
Sheboygan, WI5 days ago- Napa Auto Parts - - Responsibilities: Process customer orders and enter orders accurately; Respond to basic customer inquiries and provide quotes; Place orders via telephone, fax, email, or counter; Maintain appropriate inventory levels for customers; Determine cost-effective...
NAPA Auto Parts
Sheboygan, WI2 days ago - ...Customer Service Representative - Part-Time Country Visions Cooperative Country Store is looking to hire a part-time Customer Service Representative for our Sheboygan Falls, WI location. NO EXPERIENCE REQUIRED. If you are dedicated to providing excellent...Part timeWork experience placement
Country Visions Scoop
Sheboygan Falls, WI2 days ago $5,000 per month
...Customer Service Representative Under close supervision, the Customer Service Representative is responsible for accurately fulfilling customer orders and managing incoming customer calls. Job Duties: Responds to basic customer inquires regarding products,...Contract workGenuine Parts Company
Sheboygan, WI1 day ago$13 - $16 per hour
Circle K Cashiers provide fast and friendly service to customers by operating the register, handling cash transactions, restocking shelves, preparing coffee and food items, and keeping the store clean and organized. Employees may also assist with fuel transactions and customer...Hourly payFlexible hoursCircle K
Sheboygan, WI4 days ago
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