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FINANCIAL SERVICE REPRESENTATIVE

Be an expert in identifying deposit and loan sales opportunities and provide solutions to build relationships. Consistently achieve target goals in Debt Protection and GAP sales as well as referral goals to our partners in our Mor...

CompanyHorizon Credit Union
AddressGreat Falls, MT
CategoryRetail
Salary$20.75 - $30.09 an hour
Job typeFull-time
Date Posted 3 weeks ago See detail

Financial Service Representative

Horizon Credit Union

Great Falls, MT

$20.75 - $30.09 an hour

Be an expert in identifying deposit and loan sales opportunities and provide solutions to build relationships. Consistently achieve target goals in Debt Protection and GAP sales as well as referral goals to our partners in our Mor...

3 weeks ago seen See more...

Financial Services Representative

Securityplus Federal Credit Union

Baltimore, MD

Cross-sells Credit Union products and services to have members expand their relationship with the Credit Union and closes the sale of additional products and services. Serves as the primary contact for all potential new and existi...

3 weeks ago seen See more...

Experienced Financial Services Representative

American Heritage Financial, Llc

Daphne, AL

$70,000 - $125,000 a year

401(k). 401(k) matching. Dental insurance. Flexible schedule. Health insurance. Vision insurance. Bonus opportunities. Life and Health License? (Required)....

3 weeks ago seen See more...

Financial Services Associate

Catalyst Career Group

New York, NY

Medical. Dental. Vision. Life. 401K. Reviews patient folders, registration forms and charge documents to ensure that all information is complete and accurate.. Enters, verifies and updates patient information (demographics, insu...

3 weeks ago seen See more...

Administrative Assistant - Financial Services

Ameriprise Financial

Petaluma, CA

From $25 an hour

Prepare correspondence for advisor signature. Copy and track all client and practice materials including business correspondence. Copy and follow-up with home office on related issues. Schedule client appointments and prepare agen...

3 weeks ago seen See more...

Financial Services Associate

Capital Bookkeeping Cooperative

Albany, NY

$27.10 - $28.10 an hour

Experience in bookkeeping, financial account management, and business administration. Proficiency with Google Workspace, Microsoft Excel, and/or Google Sheets. Prior experience with QuickBooks Online (QBO) is required. Familiarity...

3 weeks ago seen See more...

Financial Service Representative

Metro Credit Union Omaha

Omaha, NE

$19 an hour

Answer member service phone calls for the Credit Union by greeting members in a friendly manner, handling their transactions efficiently and accurately, offering them additional products or services when it benefits them, and endi...

3 weeks ago seen See more...

Licensed Financial Services Representative - Phoenix, United States - Charles Schwab

Charles Schwab

United States

Active FINRA Series 7 & 63 Licenses. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. 1+ years of customer service experience. 1+ years of client relationship experience. Bachelor's degree or h...

3 weeks ago seen See more...

Financial Services Customer Support - Phoenix, United States - Charles Schwab

Charles Schwab

United States

Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. Previous customer service experience. Previous client relationship experience. Bachelor's degree or higher in Finance, Economics, or related fie...

3 weeks ago seen See more...

Executive Assistant, Financial Services

Amazon Web Services, Inc.

New York, NY

From $47,500 a year

3+ years of senior level leadership support, or 1+ years of Amazon experience. Experience with Microsoft Office products and applications. Experience with executive level calendar management. High school or equivalent diploma. Pro...

3 weeks ago seen See more...

Financial Services Professional

York Life

Charleston, SC

$70,000 - $100,000 a year

Competitive. Entrepreneurial. Coachable. Communicative. Self-disciplined. Authentic. A++ Superior (A.M. Best). AAA Exceptionally Strong (Fitch). Aaa Exceptional (Moodys). AA+ Very Strong (Standard & Poors). New York Life named a...

3 weeks ago seen See more...

Insurance and Financial Services Position - State Farm Agent Team Member

Brian Stein - State Farm Agent

Horseheads, NY

$15 - $20 an hour

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate...

3 weeks ago seen See more...

Financial Services Support Representative

Aquas Financial, Llc

Frisco, TX

$50,000 - $70,000 a year

The primary focus will be testing and supporting the trading application. Participate in, and manage project/sprint planning. Collaborate with other development teams. Collaborate with our business teams. Derive creative and intui...

3 weeks ago seen See more...

Sales Director, Expansion Accounts- Healthcare & Financial Services

Icertis

United States

Drive more revenue from existing accounts by up-selling existing users and cross selling new groups / divisions.. Develop and/or expand relationships within customer base at all levels from individual contributors to C-Suite.. Ens...

3 weeks ago seen See more...

Patient Financial Services Customer Service Specialist I (40 hours/week)

Penn Medicine Lancaster General Health

Lititz, PA

Ability to research a patient's account by reviewing the revenue cycle processes and working with each involved party (e.g. department, physician practice and/or patient's insurance company) to help resolve disputes and answer com...

3 weeks ago seen See more...

Financial Services Professional

York Life - Anaheim

Anaheim, CA

$127,000 - $160,000 a year

Develop and maintain a client base by providing financial planning services and insurance products. Conduct thorough financial needs analysis to understand clients' goals and objectives. Recommend suitable investment strategies an...

3 weeks ago seen See more...

Financial Services Professional

Bankers Life And Casualty

Zanesville, OH

$41,776.84 - $70,698.99 a year

Flexible schedule. Monday to Friday. Hybrid work....

3 weeks ago seen See more...

Financial Services/Class Action Associate Attorney

Usa Compression

Los Angeles, CA

$150,000 - $225,000 a year

Job Locations US-CA-Los AngelesID 2024-4669CategoryAttorneyPosition TypeRegular Full-TimeThe Los Angeles office of Lewis Brisbois, a full-service AmLaw 100 firm, is actively seeking a class action litigation attorney to join its F...

3 weeks ago seen See more...

Financial Service Representative

Family Health Centers Inc

Orangeburg, SC

$40K - $50.7K a year

Check patients into unit/site to be seen by providers, verifying insurance, verifying patient demographics, and collecting payments. Explain sliding fee program and provide paperwork needed when the need arises. Seek assistance fr...

3 weeks ago seen See more...

Financial Services Representative

Credit Union Of America

Manhattan, KS

$18 an hour

401(k). 401(k) matching. Dental insurance. Employee assistance program. Flexible spending account. Health insurance. Life insurance. Paid time off. Tuition reimbursement. Vision insurance. 1 year. No experience needed. Monday to F...

3 weeks ago seen See more...

Financial Services Assistant – State Farm Agent Team Member

Mark Rossmiller - State Farm Agent

Sun City Center, FL

$40,000 - $75,000 a year

Local State Farm agent in Sun City Center, Florida. State Farm Experience since 1987. Chairman Circle Qualifier. Offering Health Insurance. FREE Insurance Review. llinois State University Graduate. Sales and Customer Acquisition:...

3 weeks ago seen See more...

Sales Director, New Business - Financial Services

Twilio

United States

Lead a team of experienced AEs mainly focused in the Financial Services vertical.. Bring a strategic vision and innovative approach to expand the New Business sales teams focused on revenue growth, and cross selling Twilios pro...

3 weeks ago seen See more...

Senior Account Manager - Financial Services

Randstad Usa

Phoenix, AZ

Analyze market trends, leverage industry expertise, and strategically position Randstad Digital to maximize growth potential within a key segments.. Brand Randstad Digital accurately as the worlds leading partner for talent throu...

3 weeks ago seen See more...

Financial Services Data Analytics & AI Expert

Gartner

Remote - United States

Create high-quality, clear, actionable, must-have research content based on research best practices and methodologies in Financial Services in the topic of data and analytics, AI and data science. Specific focus areas will inclu...

3 weeks ago seen See more...

Financial Services Representative

Tungsten-Blu Consulting

California, United States

$77,161 - $255,000 a year

Provide personalized financial advice and guidance to clients, helping them navigate their financial journey. Develop and maintain strong relationships with clients through effective communication and superior service. Identify op...

3 weeks ago seen See more...

Cybersecurity Strategic Account Executive (Financial Services)

Opswat

New York, NY

$150,000 - $160,000 a year

Identify, target, and win new Enterprise (>$2.5B) customers with known propensity to purchase OPSWAT products using 6Sense, ZoomInfo, Navigator, and other prospecting tools. Manage, protect, and grow an existing account base. Main...

3 weeks ago seen See more...

Student Financial Services Advisor

The Art Institute Of Chicago

Chicago, IL

$44.4K - $56.3K a year

Generous paid time off. Paid holidays (up to 14 days). Medical, dental, and vision insurance. Generous parental, caregiver, and medical leave benefits. Competitive retirement plan (up to 9% matching contribution). Tuition remissio...

3 weeks ago seen See more...

Insurance and Financial Services Position - State Farm Agent Team Member

Tom Shannon - State Farm Agent

Astoria, NY

401(k). Bonus based on performance. Competitive salary. Training & development. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet...

3 weeks ago seen See more...

Audit Senior Associate- Financial Services

Baker Tilly Us, Llp

New York, NY

$72,180 - $124,660 a year

You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find cre...

3 weeks ago seen See more...

Financial Services Representative 2 - Hospital Billing

Rush University

Chicago, IL

$40.8K - $51.7K a year

High School Diploma or GED. Two years of experience in health care or Hospital Billing with an understanding of coverage eligibility requirements for governmental payers. Previous experience in a hospital setting, familiarity with...

3 weeks ago seen See more...

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People who searched for Financial Services jobs also searched for Guest Service Expert, Office Services, Guest Services Associate, Financial Data Analyst, Senior Client Service, Customer Service Clerk, Dining Service, Principal Financial Analyst, Member Services Specialist, Controls Service Technician, Tsa Customer Service, Warehouse Customer Service, Cabin Services Agent, Data Services Analyst, Medical Customer Service, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

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