Full-Time Personal Financial jobs

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PT PERSONAL FINANCIAL REPRESENTATIVE (PERSONAL BANKER)

Provide exceptional member service to all whom we serve. Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior...

CompanyGesa Credit Union
AddressKennewick, WA
CategoryInformation Technology
Job typeFull-Time
Date Posted 4 weeks ago See detail

PT Personal Financial Representative (Personal Banker)

Gesa Credit Union

Kennewick, WA

Provide exceptional member service to all whom we serve. Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior...

Tax Senior Associate - Personal Financial Services - Now Hiring

Pwc

New York, NY

Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...

Tax Senior Manager - Personal Financial Services - Now Hiring

Pwc

New York, NY

Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at al...

Tax Director - Personal Financial Services

Pwc

New York, NY

Support team to disrupt, improve and evolve ways of working when necessary. Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations. Identify gaps...

Personal Financial Rep I,II,III (Tri-City)

California Coast Credit

Oceanside, CA

Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. Processes consumer and real estate loans. Ensures loan processing/documents are accur...

Financial Consultant (Personal Investors)

T. Rowe Price

Owings Mills, MD

$65,000 - $111,500 a year

Serve as initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning) Assist with consolidation of asset...

Personal Banker/Financial Services Representative- Glendale

California Credit Union

Glendale, CA

Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate fi...

Financial Service Representative I/Personal Banker

San Diego County Credit Union

Temecula, CA

$22.25 - $27.25 an hour

High school diploma or equivalent. One year of banking experience to include: knowledge of loan and account interviewing techniques, cross selling, upselling and/or referring products/services; or 2 years of relevant finance relat...