2,879 financial services representative jobs at 823 companies in United States

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Financial Services Representative
Indianapolis, Indiana, United States
$16-$18/hr OnsiteFull Time
World Finance
World FinanceNASDAQ: WRLD: Provides personal installment loans and tax preparation services.
0+ YOEProvide financial services and customer support; process loans; manage cash drawer; valid driver’s license required.
Loan processing software, Cash handling, Computer skills
2w
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Financial Services Representative
Perry Hall, Maryland, United States
$19-$29/hr OnsiteFull Time
Freedom Federal Credit Union
Freedom Federal Credit Union: Provides community-focused banking and lending financial services.
1+ YOEHigh school diploma or equivalent; 1+ year customer service/cash-handling experience; banking/financial services preferred; ability to meet sales targets and work flexible hours including weekends.
1d
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Financial Services Representative
Reno, Nevada, United States
OnsiteFull Time
One Nevada
One Nevada: Member-owned credit union providing banking and lending services.
1+ YOEHigh school diploma/GED, 1+ year financial-institution or customer-service experience, strong sales and customer-service skills, proficiency with Microsoft Outlook/Word/Excel/PowerPoint, multitasking and problem-solving abilities.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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Financial Services Representative
Albuquerque, New Mexico, United States
OnsitePart Time
IntelliTec College
IntelliTec College: Offers vocational training and associate degrees in technical fields.
1+ YOEAssociate's degree (or 2 years' experience in lieu), 1+ year related experience, ability to access secure government systems, knowledge of financial aid processes and regulations.
FAFSA, Institutional Student Information Report (ISIR)
1mo
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Financial Services Representative
Long Beach, California, United States
OnsiteFull Time
PostCity Financial
PostCity Financial: Banking and loan services for postal workers and families.
3+ YOE3-5 years of member service experience in a financial institution; strong knowledge of deposits, IRAs, consumer and real estate lending; notary; NMLS registration; excellent communication.
Credit union operating system, Lending system
1w
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Financial Services Representative
Westbury, New York, United States
$35k-$52k/yr OnsiteFull Time
Northwell Health: Provides clinical healthcare services through a hospital network.
1+ YOEHigh school diploma or equivalent and 1-3 years relevant experience; experience with patient financial counseling, insurance verification, payment processing, and financial assistance programs.
1w
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Financial Services Representative
Spartanburg, South Carolina, United States
OnsiteFull Time
Founders Federal Credit Union
Founders Federal Credit Union: Member-owned cooperative providing banking, loans, and financial services.
2+ YOE2 years financial-institution or customer-service experience, associate degree, strong interpersonal and communication skills, computer proficiency, ability to work specified weekday hours; bilingual (English/Spanish) encouraged.
3w
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Financial Services Representative
Los Alamos, New Mexico, United States
OnsiteFull Time
Enterprise Bank & Trust
Enterprise Bank & TrustNASDAQ: EFSC: Provides business, personal, trust, and wealth management services.
2+ YOEProvide front-line customer service, open accounts, handle teller transactions and cash drawer, resolve client inquiries, cross-sell products; requires strong math, communication, confidentiality, and customer service experience.
Microsoft Word, Microsoft Excel, Google Suite, IBS, Salesforce
3w
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Financial Services Representative
Chesterfield, Missouri, United States
HybridFull Time
Fertility Specialists of Texas
Fertility Specialists of Texas: Provides advanced fertility treatments and reproductive healthcare services.
2+ YOE2+ years in a medical office or billing role, excellent written and verbal communication, proficient in Excel, able to verify insurance, explain costs, and provide patient-facing financial counseling.
Microsoft Excel
1mo
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Financial Services Representative
Garner, North Carolina, United States
OnsiteFull Time
Security Finance
Security Finance: Provides personal installment loans and income tax preparation services.
Provide outstanding customer service and problem resolution; perform collections, insurance verifications, welcome calls, skip tracking, and receive/fund loan payments. Requires prior customer service/collections experience, valid driver's license, and access to a reliable automobile.
1w
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Financial Services Representative
Royal Oak, Michigan, United States
OnsiteFull Time
Michigan First Credit Union
Michigan First Credit Union: Provides member-owned banking, mortgage, and financial services.
3+ YOEOutgoing, customer-focused candidate with product knowledge, strong communication, and preferably 3+ years in financial sales or retail; high school diploma/GED required; flexible schedule and team orientation.
2mo
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Financial Services Representative
Austin, Texas, United States
$54k-$62k/yr HybridFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
0+ YOECustomer service focus, clear communication, growth mindset, problem-solving, empathetic client needs response, accurate and thorough interactions.
2w
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Financial Services Representative
Springdale, Arkansas, United States
OnsiteFull Time
United Bank of Michigan
United Bank of Michigan: A community bank providing personal and business financial services.
1+ YOEHigh school diploma or equivalent, 1 year cash handling and 1 year customer service experience; banking experience preferred; strong organizational and interpersonal skills.
3w
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Financial Services Representative
Redwood City, California, United States
$20-$22/hr OnsiteFull Time
Monterra Credit Union
Monterra Credit Union: Member-owned financial cooperative providing banking and loan services.
0.5+ YOECash handling and teller experience (6 months minimum preferred), proficiency with Windows/PC, strong member service, organization, analytical and communication skills; bilingual (English/Spanish) preferred.
Windows
1mo
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Financial Services Representative
Waterford, Michigan, United States
OnsiteFull Time
Security Credit Union
Security Credit Union: Member-owned cooperative providing banking and lending services.
High school diploma or equivalent; cash handling and customer service experience desired; strong keyboard, numerical, clerical and communication skills; ability to balance cash drawer and follow procedures.
Microsoft Excel
1w
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Financial Services Representative
Indianapolis, Indiana, United States
$25/hr HybridFull Time
ADEC
ADEC: Provides support services for individuals with developmental disabilities.
Customer-service oriented candidate comfortable answering inbound calls, building trust, problem-solving, and working varied shifts; bachelor\u0002s degree preferred; training provided to earn SIE and FINRA Series licenses.
3d
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Financial Services Representative
Columbus or Scottsdale
$46k-$61k/yr HybridFull Time
Nationwide
Nationwide: Provides insurance and financial services for individuals and businesses.
1+ YOEHigh school education required; 1+ year product-related customer service experience preferred; FINRA Series 6 preferred/may be required; must obtain required federal/state licenses/registrations; reside within 35 miles of listed locations.
1mo
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Patient Financial Services Representative
Dallas, Texas, United States
OnsiteFull Time
Parkland Health
Parkland Health: Public academic medical center providing hospital and health services.
2+ YOERegistration, insurance verification, precertification, and financial counseling; two years in healthcare or related financial services
EPIC, Microsoft Word, Microsoft Excel, Patient Registration/Accounting systems, Payer websites
2mo
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Financial Services Representative – State Farm Agent Team Member
Collinsville, Illinois, United States
$80k-$100k/yr HybridFull Time
Bobby Simpson State Farm
Bobby Simpson State Farm: Independent contractor agents hire their own employees.
Must obtain relevant financial service licenses; prior experience as a financial services representative; knowledge of financial regulations; proficiency in MS Office; strong math, analytics, and communication skills; customer service excellence.
Microsoft Office
2w
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Financial Services Representative - Rockville, MD
Rockville, Maryland, United States
$45k-$75k/yr HybridFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer service experience, eagerness to learn financial services, ability to obtain SIE/Series 7 and Series 66 (sponsored), strong communication and multitasking skills.