Top 39887 Personal Financial Representative ... Jobs

Financial Service Representative
Credit Union of America —Pratt, KS
- From $18 an hour
- Full-time
- Research
- Office
- High school diploma or GED
Quick Apply
13d
Financial Sales Representative - Training Provided
Tri-Harbor Financial Group —New York, NY
- Up to $138,000 a year
- 8 hour shift
- Bilingual
- Sales
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Services Representative
Scott Credit Union —Troy, IL
- $18.22 - $22.78 an hour
- Full-time
- Research
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
Financial Representative
Northwestern Mutual —Springfield, MA
- $97,000 - $377,000 a year
- 8 hour shift
- Sales
- Military
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Financial Representative
Modern Woodmen of America —New Berlin, WI
- $50,000 - $250,000 a year
- Full-time
- Background check
- Driver's License
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Financial Service Representative
Asset management —Houston, TX
- Part-time
- Remote
- No experience needed
- Organizational skills
- Associate's degree
Quick Apply
Financial Services Representative
Tune in Wealth —Remote
- $48,579.70 - $58,504.58 a year
- Choose your own hours
- Remote
- Background check
- Hospitality
- Business development experience
- Work from home
- Opportunities for advancement
Quick Apply
Financial Representative (Remote)
Emerald Aces Financial —Remote
- $35,000 - $85,000 a year
- Choose your own hours
- Remote
- Background check
- Customer service
- Military
- Flexible schedule
Quick Apply
Financial Services Representative (Alpharetta, GA)
Morgan Stanley —Alpharetta, GA
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- Business Administration
- Paid training
- Employee stock purchase plan
Personal Financial Representative
American Eagle Financial Credit Union Incorporated —East Hartford, CT
- $23 - $24 an hour
- Part-time
- High school diploma or GED
- Entry level
- Tuition reimbursement
Quick Apply
Financial Services Representative (Chicago, IL)
Morgan Stanley —Chicago, IL
- $24.04 an hour
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- Business Administration
- Paid training
- Health savings account
Financial Services Representative (Gilbert, AZ)
Morgan Stanley —Gilbert, AZ
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- Business Administration
- Paid training
- Employee stock purchase plan
Financial Services Representative - SIE (Gilbert, AZ)
Morgan Stanley —Gilbert, AZ
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- 1 year
- Paid training
- Employee stock purchase plan
Entry-Level Financial Services Representative
WILLIS ADVISORY GROUP —Manvel, TX
- $2,500 - $5,000 a month
- Part-time
- Hybrid work
- In-person
- Internship
- Communication skills
- Paid training
- Opportunities for advancement
Quick Apply
Director, ICU/Pathology - SMG
SMG System Medical Group —Morgantown, WV
- Overtime
- Hybrid work
- Hospital
- Urgent Care
- Master's degree
Attorney - Estate Planning, Probate & Tax
Brothers Henderson Durkin, P.S. —Seattle, WA
- $150,000 - $300,000 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Senior Property & Casualty Account Manager
Community Financial System, Inc. —Syracuse, NY
- $72,000 - $124,686 a year
- Full-time
- Hybrid work
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
9d
Dietitian
Dialysis Care Center —Macon, GA
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
Loan Sales Representative, Gibsonia
Dollar Bank —Gibsonia, PA
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Referral program
Mass Tort Litigation Attorney
Krentsel Guzman Herbert LLP. —New York, NY
- $90,000 - $130,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Paid holidays
- Health insurance
Quick Apply

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Financial Service Representative

Credit Union of America -
Pratt, KS

Quick Apply

Job Details

Full-time
From $18 an hour
13 days ago

Qualifications

Computer operation
Financial sales
Cash amount verification
Loan payment processing
Financial services customer support
Financial transaction processing
Depositing cash
Account troubleshooting
Direct client contact
Promoting bank products
Account development
Research
Financial issue resolution
High school diploma or GED
Direct sales business model
Client base expansion
Anti-Money Laundering (AML) compliance (compliance procedures implemented)
Increasing sales revenue
Compliance documentation
Sales development
Client acquisition
Typing
Deposits
10 key typing
Customer support for financial loans
Handling account queries
1 year
Withdrawals
Customer interaction during outreach
Balancing end-of-day transactions

Full Job Description

Starting Pay: $18.00/hour + Commission

Role: Provide professional, accurate, courteous service to members and to increase utilization of CUA products and services among existing and new members through proactive sales efforts.

Essential Functions & Responsibilities:

Increase member penetration and use of credit union services among new and existing members. Identify credit union service and lending opportunities; develop leads and sell all credit union products to members through direct solicitation methods.
Fulfill member requests and prepare necessary documents ensuring they are in compliance with CUA policies and legal requirements. Receive and process member financial transactions, including deposits, withdrawals, and loan payments. Balance cash drawer on a daily basis.
Provide member support for problem resolution, including account research and questions involving CUA products & services. Refer problems that are beyond their authority to the manager.
Perform other duties as assigned by supervisor. Employees shall be trained annually, demonstrate an understanding of and follow the requirements of the BSA/AML Compliance Program as it specifically relates to their job.

Knowledge and Skills:

Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Courtesy, tact, empathy, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills: Able to operate a 10 key calculator and computer keyboard.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl; talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment: Office position; works indoors year-round; may be exposed to indoor temperature adjustments; heating and cooling vents distribute regulated air.

Quick Apply

Refine Your Search

Personal Financial Representative ... jobs

Financial Service Representative

Financial Sales Representative - Training Provided

Financial Services Representative

Financial Representative

Financial Representative

Financial Service Representative

Financial Services Representative

Financial Representative (Remote)

Financial Services Representative (Alpharetta, GA)

Personal Financial Representative

Financial Services Representative (Chicago, IL)

Financial Services Representative (Gilbert, AZ)

Financial Services Representative - SIE (Gilbert, AZ)

Entry-Level Financial Services Representative

Director, ICU/Pathology - SMG

Attorney - Estate Planning, Probate & Tax

Senior Property & Casualty Account Manager

Dietitian

Loan Sales Representative, Gibsonia

Mass Tort Litigation Attorney

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