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Member Financial Representative Jobs

Financial Representative Jobs
By Northwestern Mutual At Tampa, FL, United States
Financial management, insurance, and financial services
Preferred qualifications include but not limited to:
Strong interpersonal, networking & prospecting skills
Prior sales and/or business experience preferred
empower our advisors and clients to reach their dreams.
Northwestern Mutual enjoys premiere national recognition including:
Associate Financial Representative Jobs
By Modern Woodmen of America At Edinburg, TX, United States
Group term life insurance benefits
Sales, Customer Service, Financial Advisor, Bank Teller experience a plus
Work with current or new members to provide them information about the financial services their families could utilize
Networking with individuals throughout the community
Continuously prospecting in order to secure appointments
Asking customers for favorable introductions
Member Education Representative Jobs
By Colorado Public Employees' Retirement Association At , Denver, 80203 $60,000 - $79,000 a year
Effective relationship/case/account management skills and the ability to influence and inspire action
Responsible for meeting Division standards as set forth by management and the team
A combination of related education and experience equivalent to three years; bachelor’s degree preferred
Experience with digital engagement tools and platforms and the ability to utilize a variety of educational technology applications
Reports to: Member Education Manager
Develops and maintains relationships with affiliated PERA employers, and actively seeks to expand educational outreach for members through their employer
Member Service Representative Jobs
By Innova Solutions At Lake Mary, FL, United States
2-3 years experience in Call Center and Customer Service. Preferably banking/financial background experience
Must be able to work shift: 10:40AM to 07:00PM (EST Time)
The ideal candidate will have:
Pay Range*: $25.00 per hour
· ClearlyRated® Client Diamond Award Winner (2020)
· One of the Largest Certified MBE Companies in the NMSDC Network (2022)
Member Debt Representative -Intermediate
By USAA At , San Antonio, 78288, Tx
1 year of combined customer contact, sales, or collections experience in the financial services industry.
Strong verbal and written communication skills.
1 year of inbound call center experience.
For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.
Uses established procedures to carry out and resolve non-complex delinquency work assignments and conducts member research as necessary.
With close supervision, negotiates mutually satisfactory payment arrangements within defined guidelines.
Financial Service Representative Jobs
By Firefighters Community Credit Union (FFCCU) At Cleveland, OH, United States
Provide an exceptional in-branch customer experience by handling member needs from sales to service.
Two years to five years of similar or related experience.
Education: A high school education or GED.
Working knowledge of regulations relating to the Credit Union.
Discuss members current and future financial needs, analyze possible loan solutions, and provide members with good recommendations that address their needs
Cash handling (teller, vault, ATMs, audits, etc.)
Financial Representative Jobs
By Modern Woodmen of America At Parker, CO, United States
Group term life insurance benefits
Work with current or new members to provide them information about the financial services their families could utilize
Networking with individuals throughout the community
Continuously prospecting in order to secure appointments
Asking customers for favorable introductions
Engaging in personal observation through the community
Financial Representative Jobs
By Modern Woodmen of America At Monument, CO, United States
Group term life insurance benefits
Work with current or new members to provide them information about the financial services their families could utilize
Networking with individuals throughout the community
Continuously prospecting in order to secure appointments
Asking customers for favorable introductions
Engaging in personal observation through the community
Financial Representative Jobs
By C&R MEGABUILDERS At United States

Job Description We are looking for a competitive and motivated individuals who would like to join the insurance industry . You will sell, solicit, differentiate and negotiate insurance plans that ...

Financial Representative Jobs
By Forest Hills Financial Group At New York City Metropolitan Area, United States

Join Our Family of World-Class Financial Advisors When you become an FHFG financial advisor, you’re not just joining a company. You’re joining a team of caring, talented financial professionals that ...

Member Service Representative Jobs
By Innova Solutions At Wilmington, DE, United States
2-3 years experience in Call Center and Customer Service. Preferably banking/financial background experience
Must be able to work shift: 11:00am-1:00am (EST Time)
Pay Range*: $25.00 per hour
The ideal candidate will have:
· ClearlyRated® Client Diamond Award Winner (2020)
· One of the Largest Certified MBE Companies in the NMSDC Network (2022)
Member Support Representative Jobs
By Parchment At Scottsdale, AZ, United States
Bachelor’s degree or equivalent work experience in Higher Education or Education Technology
Experience using Microsoft Office products; familiarity with Salesforce and student information systems preferred
Superior communication skills, both written and verbal
Critical thinking and problem-solving skills
Engaging with our Members via email and by phone, to answer questions, solve problems, and build trust.
Work as part of a team to achieve key metrics and grow, together and individually.
Financial Representative Jobs
By Northwestern Mutual Northern New England At Manchester, NH, United States
·4-year degree; or equivalent professional work experience
·Commission structure to support early development
·Bonus programs and expense allowances
·Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
·Retirement Package and Pension Plan
·Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Financial Representative Jobs
By Northwestern Mutual At Jacksonville, FL, United States
Financial management, sales, insurance, and financial services
Prior sales and/ or business experience preferred
Strong Interpersonal & Networking Skills
We want people with different backgrounds and work experience, including but not limited to:
4-Year College Degree or 4 Years Active-Duty Military
Highest financial ratings. Unsurpassed in financial strength.
Financial Representative Jobs
By Chemistry Business Development At Duluth, GA, United States

Explore a career as a FINANCIAL PLANNER!
Take your career to the next level at The Chemistry Lab Advisors. Change your life by helping others change theirs! We have an immediate opening for a highly ...

Member Service Representative Jobs
By Xtend At Grand Rapids, MI, United States
Demonstrate the ability and professionalism to interact with key management staff and clients both on the phone and in person.
Develop knowledge of standard credit union operation & credit union terms
Develop efficient navigation skills through credit union websites & the ROE
Develop knowledge of CU*BASE Loan Application Processing
Develop knowledge to provide daily support to Web Chat for both credit union and third-party accounts
Develop knowledge to provide daily support to electronic Bill Pay Systems as needed
Financial Representative - Durham, Nc
By Fidelity Investments At , Durham, 27709, Nc
Organizational skills to manage multiple tasks
Customer service, phone, or financial services experience will prepare you for this role
Banking, insurance, or financial experience is an excellent addition to your experience
Superb interpersonal skills and passion to engage with clients
A key member of the team, you are offering support to Fidelity’s most valuable clients daily
Your efforts will be valued by clients and you will find working with those clients a rewarding experience
Member Service Representative Jobs
By DORT FINANCIAL CU At , Flint, 48506, Mi $22 - $26 an hour
Educating members on how to better manage their money
Pointing out to members what they are currently paying on loans
Effectively use tools such as members’ loan applications and credit reports
Come join our team. Apply today!
Member Service Representative Jobs
By Broadpath At , Remote
1+ year Work at Home experience preferred
Review, update and becomes familiar with the new and revised benefit information, billing information, claims information
Manage your time according to your appointed scheduled time (Breaks, Lunch, Training…..)
1-3 Years Customer Service Experience
1+ Year experience working with FACETS
Proficient in basic computer navigation such as use of multiple applications, ability to toggle between applications/tools, utilization of remote desktops
Member Representative - Colorado
By AAA-The Auto Club Group At Westminster, CO, United States
Medical, dental, and vision benefits
Strong communication and relationship building skills
401(k) plan with company matching and Retirement Saving Plan – WE help you save for your future!!!
Paid Time Off and Holiday Pay
Dedicated support staff to assist with customer service
Promoting and selling various membership and products

Are you looking for a career that offers financial security and the opportunity to help others? Become a Member Financial Representative and make a difference in the lives of your community!

A Member Financial Representative is responsible for providing financial services to members of a financial institution. They are responsible for providing advice and guidance to members on financial matters, such as investments, retirement planning, and budgeting. They also provide assistance with loan applications, credit card applications, and other financial services.

What is Member Financial Representative Job Skills Required?

• Excellent customer service skills
• Knowledge of financial products and services
• Ability to explain complex financial concepts in an easy to understand manner
• Ability to work independently and as part of a team
• Ability to work with a variety of customers
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment

What is Member Financial Representative Job Qualifications?

• Bachelor’s degree in finance, accounting, or a related field
• Previous experience in a financial institution or customer service role
• Knowledge of banking regulations and laws
• Ability to use financial software and other technology
• Ability to work with confidential information

What is Member Financial Representative Job Knowledge?

• Knowledge of financial products and services
• Knowledge of banking regulations and laws
• Knowledge of financial software and other technology
• Knowledge of customer service principles

What is Member Financial Representative Job Experience?

• Previous experience in a financial institution or customer service role
• Experience working with confidential information
• Experience working with a variety of customers

What is Member Financial Representative Job Responsibilities?

• Provide advice and guidance to members on financial matters
• Assist members with loan applications, credit card applications, and other financial services
• Answer questions and provide information about financial products and services
• Process transactions and maintain accurate records
• Monitor accounts and provide updates to members
• Follow up with members to ensure satisfaction with services provided