Financial Services Representative

Job SummaryPNC Financial Services Group is seeking a skilled Financial Services Representative to join our team. As a key member of our Retail Branch Banking Network, you will play a critical role in strengthening customer relationships and identifying opportunities to improve their financial well-being.Key Responsibilities:Acquire and deepen the branch...

About the RoleAt OneMain Financial, our team of Consumer Loan Sales Specialists empowers customers by listening to their needs and providing access to affordable financing for life’s essential expenses.The ideal candidate will have the ability to learn and grow within our lending and servicing business, developing their skills and career prospects.Key...

Role OverviewFidelity Investments is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and goals.Provide...

About Baystate Financial: We are a leading financial services company dedicated to helping clients achieve their financial goals. Our team of experts provides personalized financial planning, investment advice, and wealth management services to individuals and businesses. Responsibilities: As a Senior Financial Advisor, you will be responsible for providing...

Job Title: Financial AnalystJob Summary: We are seeking a highly motivated and experienced Financial Analyst to join our team at Pridestaff Financial. The ideal candidate will have a strong background in finance and accounting, with excellent analytical and problem-solving skills.Responsibilities:Provide financial analysis and reporting to support business...

About Us:Baystate Financial is a leading financial services company dedicated to providing expert advice and guidance to clients. With a focus on fostering a collaborative culture and supporting personal and professional development, we have built a reputation for excellence in financial planning, business and estate planning, retirement planning, and...

Customer Service Representative Job DescriptionWe are seeking a highly motivated and results-driven Customer Service Representative to join our team at Kelly Lux - State Farm Agent. As a Customer Service Representative, you will be responsible for providing exceptional customer service and sales support to our existing customers, while also identifying...

Key ResponsibilitiesAs a Virtual Financial Advisor at Citizens, you will be responsible for delivering personalized financial strategies to mass affluent clientele. Your primary objective will be to grow client assets, retain and acquire new clients through being the single point of contact for investment needs.Primary ResponsibilitiesFocus on Clients:...

Key Responsibilities: Develop and execute strategies to acquire and deepen the customer base through proactive sales and service activities. Identify opportunities to improve the customer's financial wellbeing and collaborate with internal partners to deliver exceptional customer experiences. Foster strong relationships with customers to understand their...

**Job Summary:**We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing exceptional service, and promoting our insurance and financial services products.Key...

Job SummaryUPMC Department of Orthopedic Surgery is seeking a full-time Patient Services Representative to support their new office. This is a Monday-to-Friday, daylight position with no weekends or holidays. The ideal candidate will provide excellent patient care and support services to ensure a seamless experience.Key ResponsibilitiesAssist patients in...

Investment Consultant Role OverviewAt Schwab, you have the opportunity to learn and grow within our Branch Network. The Investment Consultant (IC) role provides exposure and experience required to advance in this challenging space.Key Responsibilities:Building a book of business through proactive, outbound calls to existing Schwab clientsUncovering...

Senior Accountant OpportunityWe are seeking a highly skilled Senior Accountant to join our finance team at our corporate headquarters in Harford County. As a key member of our accounting department, you will play a critical role in ensuring the financial health of our company.Your Responsibilities:Manage full-cycle accounting, including preparing month-end...

Role OverviewAt BECU, we're committed to delivering exceptional financial products and services to our members. As a Member Consultant II, you'll play a vital role in delivering a seamless and high-quality member experience. Your expertise in BECU's products will enable you to identify, diagnose, and address members' consumer financial needs, referring them...

Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Personal Banker. As a key member of our Retail Branch Banking Network, you will play a crucial role in strengthening customer relationships and identifying opportunities to improve their financial wellbeing.Acquire and deepen the branch customer base through...

Job Title: Financial Services ConsultantJob Summary:Jobleads-Us is seeking a highly skilled Financial Services Consultant to join our team. As a Consultant, you will be responsible for providing strategic advisory services to clients in the financial services and fintech industries. Your expertise will help clients navigate the complexities of the financial...

Overview:PLS Financial Services is a leading provider of alternative financial services, with over 200 financial service centers across 12 states. Our company, founded in 1997, aims to deliver convenient, transparent, and affordable financial products and services to our customers. As a key member of our team, you will play a vital role in ensuring...

Job Title:Student Account CounselorJob Description:Position Summary:The Student Account Counselor is a key member of our team, responsible for providing exceptional customer service to students, parents, sponsors, staff, and faculty. This role involves reviewing and explaining student accounts, counseling on payment options, and answering inquiries from...

Job Summary: Boston Trust Walden Company is seeking a highly skilled Client Service Manager to provide exceptional client service to its Wealth & Investment Management clients.Main Responsibilities: This role involves managing client needs, ensuring accuracy of transactions, and maintaining high client satisfaction. The Client Service Manager will work...

Job Description:PNC Financial Services Group is seeking a highly skilled Customer Relationship Specialist to join our Retail Branch Banking Network. As a key member of our team, you will be responsible for acquiring and deepening the branch customer base through proactive sales and service activities.Key Responsibilities:Identify opportunities to improve the...