25408 financial services representative jobs found

Overview A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Qualities of a successful candidate: Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Builds trust and confidence with clients Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships...

Overview A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Qualities of a successful candidate: Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Builds trust and confidence with clients Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional...

Overview A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Qualities of a successful candidate: · Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. · Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation · Customer Service Skills: Builds trust and confidence with clients · Adaptability: Has the ability to learn and adapt quickly to new information and technology · Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional...

Overview A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Qualities of a successful candidate: Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Builds trust and confidence with clients Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships...

Overview A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Qualities of a successful candidate: Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Builds trust and confidence with clients Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships...

Overview A Senior Financial Services Representative (FSR) supports sales and service delivery in the branch. The Senior FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. This role supports the fulfillment of certain consumer investment needs. Qualities of a successful candidate: Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Builds trust and confidence with clients Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong...

Overview Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As a Financial Services Representative at First Citizens Bank, you will be responsible for supporting sales and service delivery in the branch. You will build and expand banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services; as well as identifying and referring sales opportunities to the appropriate bank partner. Responsibilities Marketing Responsibilities Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Represent the Bank in the community for the...

Overview A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Qualities of a successful candidate: Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Builds trust and confidence with clients Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional...

Overview A Senior Financial Services Representative (FSR) supports sales and service delivery by floating to different branches within a market. The Senior FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Qualities of a successful candidate: Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills:Builds trust and confidence with clients Adaptability:Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their...

Overview A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Qualities of a successful candidate: Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Builds trust and confidence with clients Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships...

Lincoln Surgical Hospital is an innovative healthcare leader in providing exceptional surgical services for our patients. Our dedicated physicians and staff strive to achieve optimal surgical outcomes in a patient-focused atmosphere. We are looking for a Patient Financial Services Representative to join our team. Hours: 80 hours per pay period (2 weeks), Monday Friday, 8:00 am 4:30 pm. This position is responsible for verifying that patient insurance coverage information is accurate and coverage is in effect at the time of service, posting daily payments, insurance claim submissions and follow-up, past due accounts follow-up, and fielding telephone inquiries from patients and insurance companies. High school graduate or equivalent required. Accounting, insurance or medical office experience preferred. Must have strong time management, organizational, and communication skills. Must be detail-oriented and have the ability to work well with others. Lincoln Surgical Hospital has a...

Overview A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Qualities of a successful candidate: · Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. · Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation · Customer Service Skills: Builds trust and confidence with clients · Adaptability: Has the ability to learn and adapt quickly to new information and technology · Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional...

Overview A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Qualities of a successful candidate: Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Builds trust and confidence with clients Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional...

One Nevada Credit Union has an EXCELLENT career opportunity for a Financial Services Representative at our Damonte Ranch Parkway Branch in Reno, Nevada!! The Financial Services Representative II performs all loan interviewing and processing, new accounts, paying/receiving member transactions, greets and directs members, and cross-sells Credit Union products and services. ESSENTIAL JOB FUNCTIONS DUTIES AND RESPONSIBILITIES Financial Services 60% Receives, reviews, and completes documentation for all new products and services as well as existing accounts; Conducts all paying/receiving transactions, data entry, and records all pertinent information accurately and thoroughly; Follows internal control procedures for production of debit/ATM cards; Promotes and achieves quality sales to attain Credit Union goals and objectives; Receives and responds to member inquiries, research requests, and...

One Nevada Credit Union has an EXCELLENT career opportunity for a Financial Services Representative at our Damonte Ranch Parkway Branch in Reno, Nevada!! The Financial Services Representative II performs all loan interviewing and processing, new accounts, paying/receiving member transactions, greets and directs members, and cross-sells Credit Union products and services. ESSENTIAL JOB FUNCTIONS DUTIES AND RESPONSIBILITIES Financial Services 60% Receives, reviews, and completes documentation for all new products and services as well as existing accounts; Conducts all paying/receiving transactions, data entry, and records all pertinent information accurately and thoroughly; Follows internal control procedures for production of debit/ATM cards; Promotes and achieves quality sales to attain Credit Union goals and objectives; Receives and responds to member inquiries, research requests, and...

One Nevada Credit Union has an EXCELLENT career opportunity for a Financial Services Representative at our Damonte Ranch Parkway Branch in Reno, Nevada!! The Financial Services Representative II performs all loan interviewing and processing, new accounts, paying/receiving member transactions, greets and directs members, and cross-sells Credit Union products and services. ESSENTIAL JOB FUNCTIONS DUTIES AND RESPONSIBILITIES Financial Services 60% Receives, reviews, and completes documentation for all new products and services as well as existing accounts; Conducts all paying/receiving transactions, data entry, and records all pertinent information accurately and thoroughly; Follows internal control procedures for production of debit/ATM cards; Promotes and achieves quality sales to attain Credit Union goals and objectives; Receives and responds to member inquiries, research requests, and...

Remote Type: Remote (USA) Portland, OR Remote, USA Time Type: Full time Requisition ID: REQ004973 Description: At The Standard, you’ll join a team focused on putting our customers first. Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities. We offer a caring culture where you can make a real difference, every day. Ready to reach your highest potential? Let’s work together. Job Summary The primary responsibility for the Financial Services Representative role is to provide an excellent quality experience while answering phone calls from customers regarding their retirement plans with The Standard. This is an inbound phone center where customer service, critical thinking, problem solving, and adaptability are key skills. While the primary calls will be incoming, outgoing...

  Do you possess a broad knowledge of financial products and services? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration? If so, we’d love to talk with you about Monterra Credit Union’s...

  Do you possess a broad knowledge of financial products and services? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration? If so, we’d love to talk with you about Monterra Credit Union’s...

  Do you possess a broad knowledge of financial products and services? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration? If so, we’d love to talk with you about Monterra Credit Union’s...