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Financial Services Consultant 1 at Sunward Federal Credit Union
Los Lunas, New Mexico, United States - Full Time
Skills Needed
Interpersonal Skills, Communication Skills, Organizational Skills, Attention To Detail, Microsoft Office Proficiency, Adaptability, Consultative Selling, Financial Analysis, Member Service, Problem Solving, Compliance Knowledge, Relationship Building, Cash Handling, Transaction Processing, Confidentiality, Time Management
Specialization
Candidates should possess excellent interpersonal and communication skills, along with a minimum of one year of experience in the financial industry or a consultative sales role. A high school diploma or equivalent experience is required.
Lead Guest Services Team Member at Pilot Company
Tillmans Corner, Alabama, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Team Leadership, Conflict Resolution, Sales Promotion, Organizational Skills, Compliance, Merchandise Processing, Report Completion, Team Scheduling, Problem Solving, Communication, Deli Maintenance, Cleaning, Stocking, Coffee Making
Specialization
Candidates should have experience in cash handling and customer service. Strong leadership and organizational skills are essential for managing a team and maintaining compliance with company policies.
Chef de Produit Services (H/F) at Conforama
Lognes, Ile-of-France, France - Full Time
Skills Needed
Product Strategy, Operational Implementation, Market Analysis, Project Management, Client Relationship, Team Management, Communication, Organizational Skills, Analytical Skills, Confidentiality, Listening Skills, Pediatric Skills, Rigorousness, Adaptability, Creativity
Specialization
Candidates should have a Bac +2 to Bac +5 degree in business or engineering and at least 3 years of experience in a similar role. Proficiency in English and strong managerial, organizational, and analytical skills are essential.
Experience Required
Minimum 2 year(s)
Environmental Services Manager at Crothall Healthcare
Plano, TX 75093, USA - Full Time
Skills Needed
History, Leadership, Office Procedures
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Security Guest Services Manager at Honky Tonk Saloon
Ladson, SC 29456, USA - Full Time
Skills Needed
Security Management, Customer Service, Communication Skills, High Pressure Situations
Qualification
Graduate
Health Services Research Fellow at Sheffield Hallam University
Sheffield, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Cash Management Services Teller at Loomis Armored US, LLC. and Loomis International (CA)
Baton Rouge, Louisiana, United States - Full Time
Skills Needed
Deposit Verification, Change Order Preparation, Currency Counting, Data Entry, Calculator Use, Teamwork, Attention To Detail, Cash Handling
Specialization
Candidates must have the ability to read, count, add, subtract, write, and record numbers, as well as perform simple computer data entry. Additionally, the role requires the ability to use a calculator by touch.
Cash Management Services Teller at Loomis Armored US, LLC. and Loomis International (CA)
San Antonio, Texas, United States - Full Time
Skills Needed
Cash Handling, Deposit Verification, Data Entry, Counting, Attention To Detail, Teamwork, Customer Service, Basic Math, Use Of Calculator, Currency Preparation, Change Order Preparation, Safety Procedures, Problem Solving, Communication, Time Management, Organizational Skills
Specialization
The position requires the ability to read, count, add, subtract, write, and record numbers, as well as perform simple computer data entry. Candidates must also be able to use a calculator by touch.
Sales Associate-Print&Services at Staples
Kelowna, BC, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Patient Services Coordinator I at Illinois Bone and Joint Institute LLC
Mchenry, Illinois, United States - Full Time
Skills Needed
Customer Service, Appointment Scheduling, Ehr, Medical Terminology, Insurance Verification, Team Player, Microsoft Office, Communication Skills, Confidentiality, Fast Paced Environment, Patient Management, Payment Collection, Referral Management, Office Duties, Problem Solving
Specialization
A high school diploma or equivalent is required, along with a minimum of one year of customer service experience, preferably in a medical office. Familiarity with EHR systems and medical terminology is preferred, along with strong communication skills and the ability to handle sensitive information.
Patient Services Coordinator II at Illinois Bone and Joint Institute LLC
Westmont, Illinois, United States - Full Time
Skills Needed
Customer Service, Patient Scheduling, Insurance Verification, Medical Terminology, Ehr Experience, Microsoft Office, Communication Skills, Team Player, Fast Paced Environment, Clerical Duties, Patient Chart Management, Training Staff, Problem Solving, Confidentiality, Technical Software Platforms, Professional Appearance
Specialization
A high school diploma is required, with an associate degree preferred. Candidates should have a minimum of three years of customer service experience, ideally in a medical office setting.
Experience Required
Minimum 2 year(s)
Patient Services Coordinator II at Illinois Bone and Joint Institute LLC
Crystal Lake, Illinois, United States - Full Time
Skills Needed
Customer Service, Patient Scheduling, Insurance Verification, Medical Terminology, Ehr Experience, Microsoft Office, Communication Skills, Team Player, Fast Paced Environment, Clerical Duties, Training, Mentoring, Problem Solving, Attention To Detail, Professional Appearance, Confidentiality
Specialization
A high school diploma is required, with an associate degree preferred. Candidates should have a minimum of three years of customer service experience and at least one year in a patient services related role.
Experience Required
Minimum 2 year(s)
Patient Services Coordinator II at Illinois Bone and Joint Institute LLC
Frankfort, Illinois, United States - Full Time
Skills Needed
Customer Service, Patient Scheduling, Insurance Verification, Medical Terminology, Ehr Experience, Microsoft Office, Communication Skills, Team Player, Fast Paced Environment, Clerical Duties, Problem Solving, Training, Mentoring, Patient Care, Reception, Administrative Operations
Specialization
A high school diploma is required, with an associate degree preferred. Candidates should have a minimum of three years of customer service experience, ideally in a medical office setting.
Experience Required
Minimum 2 year(s)
Patient Services Coordinator I at Illinois Bone and Joint Institute LLC
Bourbonnais, Illinois, United States - Full Time
Skills Needed
Customer Service, Appointment Scheduling, Insurance Verification, Ehr, Medical Terminology, Microsoft Office, Team Player, Communication Skills, Confidentiality, Fast Paced Environment, Flexibility, Professional Appearance, Results Oriented, Training, Office Duties, Patient Management
Specialization
A high school diploma or equivalent is required, along with a minimum of one year of experience in a customer service role, preferably in a medical office. Knowledge of medical terminology and EHR systems is preferred, along with strong communication skills and the ability to handle confidential information.
Patient Services Coordinator II at Illinois Bone and Joint Institute LLC
Crystal Lake, Illinois, United States - Full Time
Skills Needed
Customer Service, Patient Scheduling, Insurance Verification, Medical Terminology, Ehr Experience, Microsoft Office, Communication Skills, Team Player, Fast Paced Environment, Clerical Duties, Training, Mentoring, Problem Solving, Attention To Detail, Professional Appearance, Confidentiality
Specialization
A high school diploma is required, with an associate degree preferred. Candidates should have a minimum of three years of customer service experience and at least one year in a patient services related role.
Experience Required
Minimum 2 year(s)
Patient Services Coordinator I at Illinois Bone and Joint Institute LLC
Glenview, Illinois, United States - Full Time
Skills Needed
Customer Service, Appointment Scheduling, Ehr Experience, Medical Terminology, Insurance Verification, Team Player, Communication Skills, Microsoft Office, Confidentiality, Fast Paced Environment, Payment Collection, Patient Registration, Chart Management, Referral Management, Office Duties, Flexibility
Specialization
A high school diploma or equivalent is required, along with a minimum of one year of experience in a customer service role, preferably in a medical office. Candidates should possess knowledge of medical terminology, EHR systems, and have strong communication skills.
Patient Services Coordinator II at Illinois Bone and Joint Institute LLC
Morton Grove, Illinois, United States - Full Time
Skills Needed
Customer Service, Patient Scheduling, Insurance Verification, Medical Terminology, Ehr Experience, Microsoft Office, Communication Skills, Team Player, Fast Paced Environment, Clerical Duties, Patient Chart Management, Training Staff, Problem Solving, Confidentiality, Technical Software Platforms, Professional Appearance
Specialization
A high school diploma is required, with an associate degree preferred. Candidates should have a minimum of two years of customer service experience and preferably one year in a medical office setting.
Experience Required
Minimum 2 year(s)
Patient Services Coordinator II at Illinois Bone and Joint Institute LLC
Frankfort, Illinois, United States - Full Time
Skills Needed
Customer Service, Patient Scheduling, Insurance Verification, Medical Terminology, Ehr Experience, Microsoft Office, Communication Skills, Team Player, Fast Paced Environment, Clerical Duties, Patient Chart Management, Training Staff, Problem Solving, Confidentiality, Technical Software Proficiency, Professional Appearance
Specialization
A high school diploma is required, with an associate degree preferred. Candidates should have a minimum of three years of customer service experience, ideally in a medical office setting.
Experience Required
Minimum 2 year(s)
Patient Services Coordinator I at Illinois Bone and Joint Institute LLC
Park Ridge, Illinois, United States - Full Time
Skills Needed
Customer Service, Appointment Scheduling, Ehr Experience, Medical Terminology, Insurance Verification, Microsoft Office, Team Player, Communication Skills, Confidentiality, Fast Paced Environment, Payment Collection, Patient Registration, Chart Management, Referral Management, Office Duties, Problem Solving
Specialization
A high school diploma or equivalent is required, along with a minimum of one year of customer service experience, preferably in a medical office. Candidates should possess knowledge of medical terminology, EHR systems, and have strong communication skills.
Patient Services Coordinator I at Illinois Bone and Joint Institute LLC
Bourbonnais, Illinois, United States - Full Time
Skills Needed
Customer Service, Appointment Scheduling, Insurance Verification, Ehr Experience, Medical Terminology, Microsoft Office, Team Player, Communication Skills, Confidentiality, Fast Paced Environment, Flexibility, Professional Appearance, Results Oriented, Training, Office Duties, Patient Management
Specialization
A high school diploma or equivalent is required, along with a minimum of one year of experience in a customer service role, preferably in a medical office. Knowledge of medical terminology and EHR systems is preferred.
Financial Services Consultant 1 at Sunward Federal Credit Union
Los Lunas, New Mexico, United States -
Full Time

Start Date

Immediate

Expiry Date

26 Dec, 25

Salary

0.0

Posted On

27 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Interpersonal Skills, Communication Skills, Organizational Skills, Attention To Detail, Microsoft Office Proficiency, Adaptability, Consultative Selling, Financial Analysis, Member Service, Problem Solving, Compliance Knowledge, Relationship Building, Cash Handling, Transaction Processing, Confidentiality, Time Management

Industry

Banking

Description
Description Job Summary: This role is a front-line member facing position that handles daily financial transactions, analyzes member’s needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union’s mission, vision, and service standard. The role requires a high degree of integrity, compliance with regulatory standards, and a strong focus on delivering exceptional member service. Essential Job Duties: Teller Duties Processes member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing Processes various transactions and answer member account inquiries. Post transactions to member’s account and maintain member records. Balances cash drawers at the beginning and end of shifts to ensure accuracy Balances cash drawer and other transactions correctly and according to standard operating procedures Issues cashier's checks, money orders, and bank drafts Verifies and reconcile daily transactions to maintain accurate records Proactively educates members of our products and services Member Service Duties: Resolves any issues and problems faced by members, providing timely and regular updates. Maintains a high level of professionalism and confidentiality in all member interactions. Assists members with the following: Deposit Accounts: Opening, closing, maintaining accounts and certificate of deposit. Monetary Transactions: Share draft orders, stop payments, statement copies, check deposits, and cash deposits/withdrawals. Deposit Services: Safe deposit boxes, direct deposits and payroll distributions, ATM/check card orders, pin numbers, and notary services. Loans: Credit card, loans, and bill payments Business Accounts- Open DBA, sole- Proprietor, LLC’s and Corporations. IRA and Fiduciary transactions Upholds the Credit Union’s compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures. Reports unusual or suspicious activity in writing to the Risk, Legal and Compliance Department. Complete Currency Transaction Reports (CTRs) and submit them to the designated internal department for quality control in a proper and timely manner. Ensures all member interactions and transactions are conducted with integrity and in compliance with applicable laws and regulations. Performs other duties as assigned. Financial Sales Duties: Develops and maintains strong relationships with members, understanding their needs and providing tailored financial products and solutions. Engages with members to understand their financial situations and short-term and long-term financial objectives. Performs consultative selling to offer personalized products to members to help them achieve their financial goals. Collaborates with other departments, such as Investment Services, Consumer Lending, Mortgage and Business lending, to provide comprehensive financial guidance. Promotes financial products and services that are suitable for members based on their needs. Identifies opportunities for account and membership growth and cross-selling additional products or services. Maintains knowledge around products and services offered. Requirements Required Skills/Abilities: Excellent interpersonal and communication skills Excellent organizational skills and attention to detail. Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication. Strong verbal/written communication skills Adaptability and willingness to learn new skills and technologies Ability to manage multiple tasks and prioritize effectively in a fast-paced environment Knowledge: Ability to become thoroughly knowledgeable of Credit Union products and services, features, and benefits. Education and Experience: Minimum one year experience in financial industry or consultative sales role or related experience Minimum high school diploma, or more than one year of related experience. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Needs to be flexible with schedule to meet the needs of the organization and membership. Must be able to lift 20 pounds at times.
Responsibilities
The Financial Services Consultant 1 is responsible for handling daily financial transactions and providing consultative selling for financial products to members. This role ensures a smooth onboarding and membership experience while maintaining compliance with regulatory standards.
Financial Services Consultant 1 at Sunward Federal Credit Union
Los Lunas, New Mexico, United States - Full Time
Skills Needed
Interpersonal Skills, Communication Skills, Organizational Skills, Attention To Detail, Microsoft Office Proficiency, Adaptability, Consultative Selling, Financial Analysis, Member Service, Problem Solving, Compliance Knowledge, Relationship Building, Cash Handling, Transaction Processing, Confidentiality, Time Management
Specialization
Candidates should possess excellent interpersonal and communication skills, along with a minimum of one year of experience in the financial industry or a consultative sales role. A high school diploma or equivalent experience is required.
Lead Guest Services Team Member at Pilot Company
Tillmans Corner, Alabama, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Team Leadership, Conflict Resolution, Sales Promotion, Organizational Skills, Compliance, Merchandise Processing, Report Completion, Team Scheduling, Problem Solving, Communication, Deli Maintenance, Cleaning, Stocking, Coffee Making
Specialization
Candidates should have experience in cash handling and customer service. Strong leadership and organizational skills are essential for managing a team and maintaining compliance with company policies.
Chef de Produit Services (H/F) at Conforama
Lognes, Ile-of-France, France - Full Time
Skills Needed
Product Strategy, Operational Implementation, Market Analysis, Project Management, Client Relationship, Team Management, Communication, Organizational Skills, Analytical Skills, Confidentiality, Listening Skills, Pediatric Skills, Rigorousness, Adaptability, Creativity
Specialization
Candidates should have a Bac +2 to Bac +5 degree in business or engineering and at least 3 years of experience in a similar role. Proficiency in English and strong managerial, organizational, and analytical skills are essential.
Experience Required
Minimum 2 year(s)
Environmental Services Manager at Crothall Healthcare
Plano, TX 75093, USA - Full Time
Skills Needed
History, Leadership, Office Procedures
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Security Guest Services Manager at Honky Tonk Saloon
Ladson, SC 29456, USA - Full Time
Skills Needed
Security Management, Customer Service, Communication Skills, High Pressure Situations
Qualification
Graduate
Health Services Research Fellow at Sheffield Hallam University
Sheffield, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Cash Management Services Teller at Loomis Armored US, LLC. and Loomis International (CA)
Baton Rouge, Louisiana, United States - Full Time
Skills Needed
Deposit Verification, Change Order Preparation, Currency Counting, Data Entry, Calculator Use, Teamwork, Attention To Detail, Cash Handling
Specialization
Candidates must have the ability to read, count, add, subtract, write, and record numbers, as well as perform simple computer data entry. Additionally, the role requires the ability to use a calculator by touch.
Cash Management Services Teller at Loomis Armored US, LLC. and Loomis International (CA)
San Antonio, Texas, United States - Full Time
Skills Needed
Cash Handling, Deposit Verification, Data Entry, Counting, Attention To Detail, Teamwork, Customer Service, Basic Math, Use Of Calculator, Currency Preparation, Change Order Preparation, Safety Procedures, Problem Solving, Communication, Time Management, Organizational Skills
Specialization
The position requires the ability to read, count, add, subtract, write, and record numbers, as well as perform simple computer data entry. Candidates must also be able to use a calculator by touch.
Sales Associate-Print&Services at Staples
Kelowna, BC, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Patient Services Coordinator I at Illinois Bone and Joint Institute LLC
Mchenry, Illinois, United States - Full Time
Skills Needed
Customer Service, Appointment Scheduling, Ehr, Medical Terminology, Insurance Verification, Team Player, Microsoft Office, Communication Skills, Confidentiality, Fast Paced Environment, Patient Management, Payment Collection, Referral Management, Office Duties, Problem Solving
Specialization
A high school diploma or equivalent is required, along with a minimum of one year of customer service experience, preferably in a medical office. Familiarity with EHR systems and medical terminology is preferred, along with strong communication skills and the ability to handle sensitive information.
Patient Services Coordinator II at Illinois Bone and Joint Institute LLC
Westmont, Illinois, United States - Full Time
Skills Needed
Customer Service, Patient Scheduling, Insurance Verification, Medical Terminology, Ehr Experience, Microsoft Office, Communication Skills, Team Player, Fast Paced Environment, Clerical Duties, Patient Chart Management, Training Staff, Problem Solving, Confidentiality, Technical Software Platforms, Professional Appearance
Specialization
A high school diploma is required, with an associate degree preferred. Candidates should have a minimum of three years of customer service experience, ideally in a medical office setting.
Experience Required
Minimum 2 year(s)
Patient Services Coordinator II at Illinois Bone and Joint Institute LLC
Crystal Lake, Illinois, United States - Full Time
Skills Needed
Customer Service, Patient Scheduling, Insurance Verification, Medical Terminology, Ehr Experience, Microsoft Office, Communication Skills, Team Player, Fast Paced Environment, Clerical Duties, Training, Mentoring, Problem Solving, Attention To Detail, Professional Appearance, Confidentiality
Specialization
A high school diploma is required, with an associate degree preferred. Candidates should have a minimum of three years of customer service experience and at least one year in a patient services related role.
Experience Required
Minimum 2 year(s)
Patient Services Coordinator II at Illinois Bone and Joint Institute LLC
Frankfort, Illinois, United States - Full Time
Skills Needed
Customer Service, Patient Scheduling, Insurance Verification, Medical Terminology, Ehr Experience, Microsoft Office, Communication Skills, Team Player, Fast Paced Environment, Clerical Duties, Problem Solving, Training, Mentoring, Patient Care, Reception, Administrative Operations
Specialization
A high school diploma is required, with an associate degree preferred. Candidates should have a minimum of three years of customer service experience, ideally in a medical office setting.
Experience Required
Minimum 2 year(s)
Patient Services Coordinator I at Illinois Bone and Joint Institute LLC
Bourbonnais, Illinois, United States - Full Time
Skills Needed
Customer Service, Appointment Scheduling, Insurance Verification, Ehr, Medical Terminology, Microsoft Office, Team Player, Communication Skills, Confidentiality, Fast Paced Environment, Flexibility, Professional Appearance, Results Oriented, Training, Office Duties, Patient Management
Specialization
A high school diploma or equivalent is required, along with a minimum of one year of experience in a customer service role, preferably in a medical office. Knowledge of medical terminology and EHR systems is preferred, along with strong communication skills and the ability to handle confidential information.
Patient Services Coordinator II at Illinois Bone and Joint Institute LLC
Crystal Lake, Illinois, United States - Full Time
Skills Needed
Customer Service, Patient Scheduling, Insurance Verification, Medical Terminology, Ehr Experience, Microsoft Office, Communication Skills, Team Player, Fast Paced Environment, Clerical Duties, Training, Mentoring, Problem Solving, Attention To Detail, Professional Appearance, Confidentiality
Specialization
A high school diploma is required, with an associate degree preferred. Candidates should have a minimum of three years of customer service experience and at least one year in a patient services related role.
Experience Required
Minimum 2 year(s)
Patient Services Coordinator I at Illinois Bone and Joint Institute LLC
Glenview, Illinois, United States - Full Time
Skills Needed
Customer Service, Appointment Scheduling, Ehr Experience, Medical Terminology, Insurance Verification, Team Player, Communication Skills, Microsoft Office, Confidentiality, Fast Paced Environment, Payment Collection, Patient Registration, Chart Management, Referral Management, Office Duties, Flexibility
Specialization
A high school diploma or equivalent is required, along with a minimum of one year of experience in a customer service role, preferably in a medical office. Candidates should possess knowledge of medical terminology, EHR systems, and have strong communication skills.
Patient Services Coordinator II at Illinois Bone and Joint Institute LLC
Morton Grove, Illinois, United States - Full Time
Skills Needed
Customer Service, Patient Scheduling, Insurance Verification, Medical Terminology, Ehr Experience, Microsoft Office, Communication Skills, Team Player, Fast Paced Environment, Clerical Duties, Patient Chart Management, Training Staff, Problem Solving, Confidentiality, Technical Software Platforms, Professional Appearance
Specialization
A high school diploma is required, with an associate degree preferred. Candidates should have a minimum of two years of customer service experience and preferably one year in a medical office setting.
Experience Required
Minimum 2 year(s)
Patient Services Coordinator II at Illinois Bone and Joint Institute LLC
Frankfort, Illinois, United States - Full Time
Skills Needed
Customer Service, Patient Scheduling, Insurance Verification, Medical Terminology, Ehr Experience, Microsoft Office, Communication Skills, Team Player, Fast Paced Environment, Clerical Duties, Patient Chart Management, Training Staff, Problem Solving, Confidentiality, Technical Software Proficiency, Professional Appearance
Specialization
A high school diploma is required, with an associate degree preferred. Candidates should have a minimum of three years of customer service experience, ideally in a medical office setting.
Experience Required
Minimum 2 year(s)
Patient Services Coordinator I at Illinois Bone and Joint Institute LLC
Park Ridge, Illinois, United States - Full Time
Skills Needed
Customer Service, Appointment Scheduling, Ehr Experience, Medical Terminology, Insurance Verification, Microsoft Office, Team Player, Communication Skills, Confidentiality, Fast Paced Environment, Payment Collection, Patient Registration, Chart Management, Referral Management, Office Duties, Problem Solving
Specialization
A high school diploma or equivalent is required, along with a minimum of one year of customer service experience, preferably in a medical office. Candidates should possess knowledge of medical terminology, EHR systems, and have strong communication skills.
Patient Services Coordinator I at Illinois Bone and Joint Institute LLC
Bourbonnais, Illinois, United States - Full Time
Skills Needed
Customer Service, Appointment Scheduling, Insurance Verification, Ehr Experience, Medical Terminology, Microsoft Office, Team Player, Communication Skills, Confidentiality, Fast Paced Environment, Flexibility, Professional Appearance, Results Oriented, Training, Office Duties, Patient Management
Specialization
A high school diploma or equivalent is required, along with a minimum of one year of experience in a customer service role, preferably in a medical office. Knowledge of medical terminology and EHR systems is preferred.