Top 8 Financial specialist Jobs in Live Oak Fl

Financial Center Specialist I
First Federal Bank —Jasper, FL
- Extended hours
- Bilingual
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Paid holidays
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Licensed Financial Professional | Build Your Practice. Expand Your Future.
Legacy Grove Group —United States
- $90,000 - $180,000 a year
- Part-time
- Remote
- Background check
- Mid-level
- 3 years
- Professional development assistance
- Flexible schedule
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18h

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Licensed Financial Professional | Build Your Practice. Expand Your Future.
Legacy Grove Group —United States
Participate in professional development and field mentorship. Professional development, coaching, and field mentorship. Financial services: 3 years (Preferred).
$90,000 - $180,000 a year
Quick Apply
18h

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Financial Services Professional
New York Life —Dublin, OH
You have the power to determine your own income with our commission-based compensation.3 In 2024, the average income of our financial professionals under the N8…
$60,000 - $150,000 a year
Quick Apply
Finance Specialist
Peak Retirement Planning, Inc. —Columbus, OH
Experience with financial data entry, reconciliations, and reporting. Assist with daily bookkeeping tasks including data entry, bank reconciliations, and…
$45,000 - $80,000 a year
14d

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Financial Center Specialist I

First Federal Bank -
Jasper, FL

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Vision insurance
401(k) matching
Life insurance
Paid sick time

Qualifications

High school diploma or GED

Full Job Description

At First Federal Bank, our core values speak to the heart of our organization and are the essence of our company’s identity. Everything we do is centered around our community, customer service, our stability, and being trustworthy. These values support our mission and vision, shape our culture, and provide a foundation for the future.

Offering a dynamic benefit package that includes but is not limited to:

Four Medical Plan Offerings to choose from
Employer HSA Contributions (Coverage/Plan exclusions)
Employer Provided Life Insurance Policy
Annual Health Incentive
Annual Wellness Reimbursement
Tuition Reimbursement program
Generous Match 401k Retirement Plan
Paid Sick Leave
Paid Vacation Leave
11 Paid Holidays Based on the Federal Reserve Calendar

If you are ready to take on a challenging and rewarding role; we invite you to apply for this exciting opportunity.

ESSENTIAL FUNCTIONS:

SKILLS & ABILITIES

Desire and passion to keep growing personally and professionally.
Attention to detail and uses time effectively and efficiently.
Seizes opportunities to make recommendations for improvements in products and services.
Acts with customers in mind. Develops and nurtures positive relationships with internal and external customers; building mutual trust and respect.
Enjoys working hard; is action oriented with a positive and innovative attitude.
Possesses the willingness and ability to embrace change.
Picks up on technical things quickly and can learn new skills and knowledge.
Cool under pressure; can handle high levels of stress and possesses the ability to not show frustration.
Quickly determines what will help or hinder accomplishing a goal. Possesses the ability to redirect customers to other service areas to eliminate roadblocks and increase service level and customer service experience for all customers.

TEAM MEMBER RESPONSIBILITIES

Open accounts, process consumer loans & refer customers to other appropriate staff when needed.
Capture customer life events, pains, dreams and goals while continually updating customer profiles as new information in learned.
Follow-up with new and existing customers and proactively manage customer relationships.
Be prepared before calling or meeting with a customer utilizing tools provided.
Conduct a minimum number of outreach calls assigned by manager.
Strong communication skills including speaking to small or large groups whether inside or outside the organization.
Authorized to waive bank charges when merited.
Duties may vary due to location and this list may not be all-inclusive.
Standard working knowledge of computer equipment including PC with multiple screens, multiple non-integrated banking systems, fax, internet, phone, scanning, copying and Microsoft® applications including word, excel, power point, outlook and accessories.
Knowledgeable of bank products, services, business practices, trends, and information affecting industries. Be mindful of competition and aware of current strategies and tactics in the marketplace.
Provides the best service to our customers with innovative and creative solutions.

JOB REQUIREMENTS:

High School Diploma
Experience in customer service, preferably for a financial institution
Extended hours sitting and performing computer tasks may be required
Employees confirm they are able to perform the essential functions of this position to continue employment with First Federal Bank.

Bilingual candidates encouraged to apply.

Equal Opportunity Employer / Vet / Disability

E-Verify Employer

Applicant Tracking Software by ExactHire: wx3gjdmn6683zn6rk8v2

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financial specialist jobs in live oak fl

Financial Center Specialist I

Licensed Financial Professional | Build Your Practice. Expand Your Future.

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