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Financial representative Jobs in USA

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Financial representative • usa

Last updated: 2 days ago
  • Promoted
Financial Service Representative

Financial Service Representative

Langley Federal Credit UnionRichmond, VA, US
Full-time
Financial Service Representative.Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to...Show moreLast updated: 30+ days ago
  • Promoted
Financial Center Representative

Financial Center Representative

Fidelity BankBaton Rouge, LA, US
Full-time
Financial Center Representative.Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities.Since 1908, we have ...Show moreLast updated: 30+ days ago
Financial Representative

Financial Representative

National Life Group - Northern California AgencyIrvine, CA, US
Full-time
Financial Representative - Bilingual in English and Chinese is a plus.Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whet...Show moreLast updated: 30+ days ago
  • Promoted
Financial Representative

Financial Representative

InnovaWilmington, DE, US
Full-time
Innova Solutions is immediately hiring for a Financial Representative Position type : Fulltime / Contract Location : Wilmington DE Duration : 12 Months As a Financial Representative you will : Provides...Show moreLast updated: 2 days ago
  • Promoted
Associate Financial Representative

Associate Financial Representative

LPL FinancialAustin, TX, US
Full-time
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidenc...Show moreLast updated: 4 days ago
Financial Representative

Financial Representative

Eastern Advisory GroupHauppauge, NY, US
Permanent
Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial s...Show moreLast updated: 30+ days ago
Financial Representative

Financial Representative

Guardian Kansas CityOverland Park, KS, US
Full-time
Guardian Kansas City is seeking an Associate Financial Specialist to join our growing team in Overland Park, KS.In this role, you’ll collaborate with individuals and families to design customized p...Show moreLast updated: 30+ days ago
Financial Services Representative

Financial Services Representative

New York Life - Wall, NJWall Township, NJ, US
Full-time
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the fin...Show moreLast updated: 30+ days ago
  • Promoted
Financial Services Representative

Financial Services Representative

Civista BankNorwalk, OH, United States
Part-time
A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existin...Show moreLast updated: 30+ days ago
Financial Representative

Financial Representative

MassMutual Northern CaliforniaRoseville, CA, US
Full-time
Are you someone who thrives on building meaningful relationships and making a real impact in people's lives? Do you have a history of success in client-facing roles and a drive to grow something of...Show moreLast updated: 30+ days ago
Financial Services Representative

Financial Services Representative

SanfranciscofcuSan Francisco, California, USA
Full-time
Financial Services Representative.Assist members with their financial needs and promote / sell all credit union products and services. Duties include opening new accounts accepting and processing loan...Show moreLast updated: 8 days ago
  • Promoted
Financial Sales Representative

Financial Sales Representative

South Carolina Federal Credit UnionMauldin, SC, US
Full-time
Financial Sales Representative.South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team of outstanding professionals at our Mauldin Financial Cente...Show moreLast updated: 5 days ago
Financial Representative

Financial Representative

FFIA - National Life GroupJacksonville, FL, US
Full-time
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our gro...Show moreLast updated: 30+ days ago
  • Promoted
Financial Representative

Financial Representative

VoltPittsburgh, PA, US
Full-time
Volt Solutions is immediately hiring for a Financial Representative Position type : Fulltime / Contract Location : Pittsburgh PA Duration : 12+ Months As a Financial Representative you will : Provides ...Show moreLast updated: 3 days ago
Financial Services Representative

Financial Services Representative

Lakeshore Financial GroupChicago, IL, US
Full-time +1
Are you a driven, client-focused professional seeking career advancement and amazing income potential?.Lakeshore Financial Group is seeking ambitious individuals to join our Chicago team as Financi...Show moreLast updated: 30+ days ago
Financial Services Representative

Financial Services Representative

Fifth Avenue FinancialNew York, NY, US
Full-time
The Opportunity : Fifth Avenue Financial is looking for a Financial Services Representative to join our team.Compensation is 100% commission, earnings are directly related to performance.Our office...Show moreLast updated: 30+ days ago
Financial Representative (Hybrid)

Financial Representative (Hybrid)

Northwestern MutualAtlanta, Georgia, United States
Full-time
Financial Representative Year-over-year, Goodwin, Wright ranks among the TOP 3 FIRMS across the vast Northwestern Mutual network of 8,000+ Advisors. We serve as an innovation incubator launching off...Show moreLast updated: 20 days ago
  • Promoted
Financial Service Representative

Financial Service Representative

Arkansas Federal Credit UnionJonesboro, AR, US
Full-time
Financial Service Representative.Arkansas Federal Credit Union is seeking enthusiastic, innovative, and well-rounded individuals to build our team. Arkansas Federal, the largest credit union in the ...Show moreLast updated: 10 days ago
Financial Representative

Financial Representative

New York Life - OrlandoOrlando, FL, US
Full-time
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will hav...Show moreLast updated: 30+ days ago
  • Promoted
Financial Representative

Financial Representative

SedgwickCircle Pines, MN, US
Full-time
By joining Sedgwick, you'll be part of something truly meaningful.It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your c...Show moreLast updated: 20 days ago
People also ask
Financial Service Representative

Financial Service Representative

Langley Federal Credit UnionRichmond, VA, US
30+ days ago
Job type
  • Full-time
Job description

Financial Service Representative

Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley.

Langley Federal Credit Union is one of the 100 largest credit unions in the United States, with over $5B in assets and over 390,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia.

Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental, and vision plans in addition to :

  • Educational Assistance, encompassing books, lab fees, registration costs, and more.
  • Support for Student Loan Repayment.
  • Abundant Career Growth Opportunities.

Time Off That Matters :

  • Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap.
  • Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too!
  • Paid Sick Time for all team members.
  • Financial Security :

  • Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option.
  • Company-covered short- and long-term disability insurance.
  • Complimentary Life Insurance and the choice of additional Voluntary Life Insurance.
  • Flexible Health Care and Dependent Care benefits.
  • Langley Federal Credit Union is currently hiring for a Full Time Financial Service Representative to work on-site from our Short Pump Branch located in Richmond, VA.

    Job Summary :

    The Financial Service Representative provides members and potential members of Langley with in-person, impeccable service throughout our branch network. Financial Service Representative utilizes consultative selling to offer financial products and services that meet or exceed members' needs. This role identifies opportunities to increase member engagement. They educate members on Langley products and services to improve members' lives by helping them save, borrow, and spend wisely.

    Essential Functions, Duties, and Responsibilities :

  • Utilize consultative selling to offer financial products and services that meet or exceed members' needs.
  • Process consumer loan products and services ensuring compliance with Federal Regulations and Credit Union policies and procedures to include personal, auto, home equity line of credit, and credit cards.
  • Process all types of transactions for members including balance inquiries, transfers, payments, loan advances, account opening and all other requests.
  • Provide assistance to members with all account and loan related service needs including offering financial advice that will improve their financial well-being.
  • Assist with Online and Telephone banking, including enrollment, general education, troubleshooting and resetting passwords or security questions.
  • Record every member interaction and follow up utilizing Customer Relationship Management (CRM) tool and Document Management System.
  • Educate members on Langley products and services, making referrals to internal business partners.
  • Foster teamwork by professionally interacting with peers, supervisors, and other Langley employees.
  • Serve as front line deterrent against fraud and theft, protecting members and the Credit Union.
  • Support the day to day operations and efficiencies of the branch.
  • Qualifications :

  • Associates degree; or equivalent combination of education and / or service or sales experience.
  • Our Keys to Success :

  • Service Champion Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
  • Langley Ambassador Demonstrates a passion for Langley's vision, encouraging diversity, equity and inclusion while considering Langley's values when making decisions and taking accountability for delivering results.
  • Agile in Action Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
  • Team Driven Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
  • Continuous Learner Maintains an understanding of Langley's business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.
  • 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this Job, the employee is frequently required to sit, use hands to handle or feel, reach with arms, and talk or hear. The employee is occasionally required to walk, stand, taste or smell, and stoop, kneel, crouch, or crawl. Occasional lifting up to 10 pounds is required. Specific vision requirements for the job include close vision (at 20 inches or less), distance vision (20 feet or more), and color vision.

    Working Conditions :

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    This position is occasionally required to work in outdoor weather conditions. The noise level within the work environment is typically moderate. Ability to work a flexible schedule is required.

    We look forward to receiving your application and eagerly anticipate the opportunity to learn more about your qualifications and aspirations. Your unique perspective and skills could be a valuable addition to our team. We're excited to delve deeper into your background and potential fit with our company culture. Thank you for considering joining us on this journey, and we can't wait to get to know you better!

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.