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Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Consultative Sales, Customer Service, Consumer Loan Origination, Account Opening, Cash Handling, Relationship Management, Digital Banking Education, Outbound Calling, Bsa/Aml Compliance, Microsoft Office, Problem Solving, Interpersonal Communication
Specialization
Requires a high school diploma or GED and prior customer service experience, preferably in a financial or retail environment. Candidates should be comfortable with goal-oriented sales, outbound calling, and learning financial regulatory requirements.
Member Services Representative at Planet Fitness
San Diego, California, United States - Full Time
Skills Needed
Customer Service, Sales, Computer Proficiency, Communication, Problem Solving, Diplomacy, Time Management, Account Management, Phone Etiquette, Member Relations
Specialization
Candidates must be at least 18 years old with a high school diploma or GED and possess CPR/AED/First Aid certification. A background in customer service and sales, along with a passion for health and fitness, is preferred.
Member Services Representative at Planet Fitness
San Diego, California, United States - Full Time
Skills Needed
Customer Service, Sales, Computer Proficiency, Communication, Problem Solving, Empathy, Diplomacy, Time Management, Reliability, Interpersonal Skills
Specialization
Candidates must be at least 18 years old with a high school diploma or GED and possess CPR/AED/First Aid certification. A background in customer service and sales, along with a passion for health and fitness, is preferred.
Value-Added Services Specialist at HP Law
Olive Branch, Mississippi, United States - Full Time
Skills Needed
Value Added Services, Kitting, Product Configuration, Process Mapping, Data Analytics, Supply Chain Management, Wms, Erp, Power Bi, Tableau, Lean, Six Sigma, Sop Development, Kpi Monitoring, Inventory Management, Quality Compliance
Specialization
Requires a Bachelor's degree in Supply Chain or Engineering and 3-5 years of experience in distribution or electronics fulfillment. Proficiency in ERP, WMS, and data visualization tools like Power BI or Tableau is essential.
Experience Required
Minimum 2 year(s)
Lead Guest Services Team Member at Pilot Company
Marshall, Illinois, United States - Full Time
Skills Needed
Cash Handling, Team Leadership, Customer Service, Conflict Resolution, Retail Operations, Inventory Management, Sales Promotion, Compliance Monitoring
Specialization
Candidates must be able to handle cash/credit transactions and follow legal guidelines for restricted merchandise sales. Ability to lead a small team and perform general facility maintenance tasks is required.
Experience Required
Minimum 2 year(s)
Financial Services Sales Leader at The Provident Search Group, Inc
Cincinnati, Ohio, United States - Full Time
Skills Needed
Consulting Services Sales, Financial Services Sales, Mdm, Pim, Crm, Client Relationship Management, Revenue Growth, Customer Satisfaction
Specialization
Extensive experience selling consulting services specifically to the Financial Services sector is required. Mandatory experience with MDM/PIM and strong CRM skills are essential.
Experience Required
Minimum 5 year(s)
Guest Services Agent -2nd Shift at Pyramid Global Hospitality
Cleveland, Ohio, United States - Full Time
Skills Needed
Customer Service, Guest Relations, Verbal Communication, Problem Solving, Teamwork, Time Management, Valet Parking, Luggage Handling
Specialization
Candidates must have at least one year of customer service experience and a valid driver's license with no major infractions. The role requires the ability to stand for full shifts and a flexible schedule including weekends and holidays.
Sr. Managed Services Consultant at SPRINKLR INC
Tokyo, , Japan - Full Time
Skills Needed
Japanese, English, Enterprise Software Deployment, Implementation, Technical Skills, Social Media Technology, Communication Skills, Presentation Skills, Client Management, Problem Solving, Customer Experience, Ccaas Experience
Specialization
Candidates must be native in Japanese and have business-level fluency in English, along with experience in enterprise software deployment management. Strong technical skills and a passion for social media technology are also essential.
Experience Required
Minimum 5 year(s)
Backend Engineer Micro Services at FCG Germany GmbH
Berlin, Berlin, Germany - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Guest Services Representative I at Parks Hospitality Group Inc
Burlington, North Carolina, United States - Full Time
Skills Needed
Customer Service, Guest Relations, Check In/Check Out, Reservation Management, Communication Skills, Conflict Resolution, Administrative Support, Hotel Management Software, Computer Literacy
Specialization
A high school diploma or equivalent is required, with previous hospitality or customer service experience preferred. Candidates must be flexible to work weekends, evenings, and holidays.
Technician, IT Support Services at KIPP
Houston, Texas, United States - Full Time
Skills Needed
Technical Troubleshooting, Windows Os, Ios, Chrome Os, Active Directory, Google Admin Console, Mobile Device Management, Asset Management, Customer Service, Technical Documentation, Hardware Imaging, Interpersonal Communication
Specialization
Requires a High School Diploma or GED, with technical certifications or an Associate's degree preferred. Candidates should have experience with desktop operating systems, Active Directory, and a strong customer service mindset.
Financial Services Consultant 1 at Sunward Federal Credit Union
Los Lunas, New Mexico, United States - Full Time
Skills Needed
Consultative Sales, Customer Service, Consumer Loan Origination, Account Maintenance, Cash Handling, Relationship Management, Digital Banking Education, Bsa/Aml Compliance, Outbound Calling, Microsoft Office, Problem Solving, Interpersonal Communication
Specialization
Requires a high school diploma or GED and prior customer service experience, preferably in financial services, retail, or hospitality. Candidates should be comfortable with entry-level sales goals and have a willingness to learn regulatory requirements and banking procedures.
Supervisor - Material Services at Frontier Airlines
Denver, Colorado, United States - Full Time
Skills Needed
Material Services Management, Tool Control, Inventory Management, Regulatory Compliance, Warehouse Operations, Calibration Tracking, Team Leadership, Problem Solving, Microsoft Office, Fmis, Shipping And Receiving, Resource Planning
Specialization
Requires a Bachelor's degree in Business or Supply Chain, or 3+ years of equivalent experience, plus 2 years of warehouse experience. A valid driver's license is required for SIDA badge driving privileges at Denver International Airport.
Experience Required
Minimum 2 year(s)
Manager Specialist AOD Services at EACH
Melbourne, Victoria, Australia - Full Time
Skills Needed
Leadership, Program Management, Stakeholder Engagement, Risk Management, Budget Management, Person Centred Practice, Strategic Partnerships, Change Management, Operational Planning, Clinical Supervision, Performance Management, Governance
Specialization
Requires a relevant qualification in AOD, Social Work, Allied Health, or a related professional field along with professional registration. Candidates must have strong leadership experience in the AOD or human services sector and a proven ability to manage diverse teams and complex programs.
Experience Required
Minimum 5 year(s)
Facilities Services Coordinator at WTW CO
Melbourne, Victoria, Australia - Full Time
Skills Needed
Customer Service, Reception Management, Office Administration, Meeting Room Coordination, Catering Coordination, Mail And Courier Management, Microsoft Office, Av Troubleshooting, Work Health & Safety, Asset Inventory Management, Communication Skills, Organization Skills
Specialization
Candidates should have strong customer service skills, professional presentation, and intermediate proficiency in Microsoft Office. Experience in a professional office environment is preferred but not essential.
Coordinator Disability Services at VMCH
, Victoria, Australia - Full Time
Skills Needed
Program Coordination, Leadership, Stakeholder Engagement, Ndis Knowledge, Problem Solving, Complaint Resolution, Organizational Skills, First Aid, Cpr, Disability Support
Specialization
Requires experience in coordinating disability or human services programs and a Certificate IV in Disability or similar. Must possess a valid Victorian Driver License, First Aid/CPR certificates, and be available until 6:00 pm daily.
Experience Required
Minimum 2 year(s)
Sales Associate-Print&Services at Staples Inc.
Windsor, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Communication, Print Production, Point Of Sale, Inventory Control, Merchandising, Teamwork, Problem Solving, Time Management
Specialization
The ideal candidate should have 3 months to 1 year of prior retail experience and strong communication skills. The ability to work collaboratively in a team environment is essential for this role.
Hospitality Services Attendant at Sonida Senior Living
Columbiana, Ohio, United States - Full Time
Skills Needed
Food Preparation, Dining Service, Dishwashing, Customer Service, Hospitality, Stock Replenishment
Specialization
Preference is given to candidates with one to two years of experience in a similar position. A minimum of twelve years of education is preferred.
Financial Services Consultant 1 at Sunward Federal Credit Union
Los Lunas, New Mexico, United States - Full Time
Skills Needed
Consultative Sales, Customer Service, Consumer Loan Origination, Account Maintenance, Cash Handling, Member Outreach, Digital Banking Education, Bsa/Aml Compliance, Relationship Management, Problem Solving, Interpersonal Communication, Microsoft Office
Specialization
Requires a high school diploma or GED and prior customer service experience, preferably in a financial or retail environment. Candidates should be comfortable with entry-level sales goals and proactive member outreach.
Client Services Professional II at City National Bank
Phoenix, Arizona, United States - Full Time
Skills Needed
Customer Service, Banking Operations, Technical Support, Problem Solving, Written Communication, Verbal Communication, Multi Tasking, Conflict Resolution, Account Analysis, Regulatory Compliance, Salesforce, Acd Technology
Specialization
Requires a Bachelor's degree or equivalent with at least one year of contact center experience and two years of banking experience. Candidates must possess strong customer service skills and knowledge of banking operations and digital banking tools.
Experience Required
Minimum 2 year(s)
Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States -
Full Time

Start Date

Immediate

Expiry Date

28 Aug, 26

Salary

22.0

Posted On

30 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Consultative Sales, Customer Service, Consumer Loan Origination, Account Opening, Cash Handling, Relationship Management, Digital Banking Education, Outbound Calling, BSA/AML Compliance, Microsoft Office, Problem Solving, Interpersonal Communication

Industry

Banking

Description
Description Summary The Financial Services Consultant 1 contributes to credit union growth and member financial well-being through a member-centric, consultative sales and service approach. This role delivers friendly, accurate service while processing routine member transactions and supporting standard branch activity. In addition to routine transactions, the role carries entry-level sales goals and requires proactive outreach to members, including occasional outbound calling, to deepen relationships and meet branch objectives. Financial Services Consultant 1s are trained early to support deposit account servicing and origination of standard consumer loans; onboarding is designed to build foundational capability in deposit accounts, consumer loans, and teller transactions within the first several weeks, with skills developing over time through coaching and guidance from more experienced representatives. Work is completed using defined workflows, checklists, and scripts, with exceptions and non-routine situations escalated as needed. Essential Functions Proactively identify member needs and recommend appropriate products and services to strengthen financial relationships; refer more complex needs (including mortgage, advanced business accounts, and investments) to experienced consultants or specialists. Work toward individual and branch sales goals by using needs-based conversations and completing proactive outreach, including occasional outbound calling, to follow up on leads, deepen relationships, and schedule appointments as needed. Provide friendly, accurate service to members during routine branch transactions, including account inquiries, deposits, withdrawals, and basic account maintenance, following established procedures and guidelines. Open new memberships and standard deposit accounts (e.g., checking and savings) in accordance with credit union policies, procedures, and verification requirements. Support standard consumer loan origination and servicing, including application intake, documentation, disclosures, and system entry, following established procedures and lending regulations; seek guidance and escalate exceptions as appropriate. Follow defined workflows, checklists, and scripts to ensure accurate account opening, documentation, and disclosures; escalate exceptions or non-routine situations to a supervisor or senior staff. Educate members on basic digital banking tools and self-service options using standard materials and talking points. Support lobby management by welcoming members, assisting with basic inquiries, and scheduling appointments with appropriate staff. Perform teller and platform functions as assigned, ensuring accuracy, balancing, and compliance with operational policies and procedures. Adhere to BSA/AML, OFAC, and privacy requirements by following established protocols and escalating questions or concerns to a supervisor. Participate in training, coaching, and performance feedback to build skills in service delivery, basic sales conversations, and product and system knowledge. Work collaboratively with team members and refer members to specialized teams (e.g., mortgage, investments, business services) when needs fall outside the scope of routine service. Requirements Qualifications Experience Prior customer service experience required; experience in a financial institution, hospitality, restaurant, or retail sales environment preferred. Exposure to sales or service in a goal-oriented environment (including proactive outreach or call campaigns) preferred. Previous experience in a consultative sales role or consumer lending environment desired. Education High school diploma or GED equivalent. Knowledge General understanding of customer service and relationship-focused interactions, or the ability to learn through training and coaching. Basic knowledge of financial services concepts (e.g., checking/savings accounts, consumer loans, digital banking tools), or the ability to learn credit union products and services through training. Willingness and ability to learn account-opening procedures, basic consumer lending processes, and applicable regulatory requirements while working under established guidelines. Exposure to sales or service principles in a goal-oriented environment preferred. Comfort with meeting entry-level sales expectations and participating in occasional outbound calling as part of proactive member outreach. Familiarity with Microsoft Office applications and digital technology, online tools, and electronic communication, or the ability to learn required systems. Skills/Abilities Strong interpersonal and communication skills, with the ability to engage members in positive, service-focused conversations using scripts, prompts, and standard talking points. Ability to learn and follow established procedures, workflows, and checklists while maintaining accuracy and attention to detail. Basic problem-solving skills, with the ability to resolve straightforward issues and escalate non-routine situations to more experienced staff or a supervisor. Professional and composed in handling routine member questions and concerns, seeking guidance when situations fall outside standard procedures. Awareness of the importance of accuracy, confidentiality, and ethical conduct when handling member information. Reliable and responsible, with the ability to work effectively both independently on assigned tasks and as part of a team. Adaptable and willing to learn new products, systems, and processes in a changing branch environment. Comfortable working in a service- and results-focused environment, supporting basic sales conversations, account opening, cash handling, and compliance requirements under supervision. Physical Requirements/Work Environment Prolonged periods of sitting and standing while working at a desk, workstation, or service counter. Frequent use of a computer, telephone, and standard office equipment. Regular interaction with members and coworkers in a retail branch environment. Ability to lift, carry, or move up to 20 pounds on occasion (e.g., supplies or documents). Fine motor skills required for cash handling, keyboarding, and document processing. Visual acuity sufficient to read screens, printed materials, and financial documents. Ability to work in a fast paced, member focused environment with frequent interruptions while following established procedures and workflows. May require flexible scheduling based on branch needs, including evenings or weekends.
Responsibilities
Deliver member-centric service by processing routine financial transactions and proactively recommending products to meet sales goals. Support the origination of standard consumer loans and the opening of deposit accounts while adhering to regulatory guidelines.
Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Consultative Sales, Customer Service, Consumer Loan Origination, Account Opening, Cash Handling, Relationship Management, Digital Banking Education, Outbound Calling, Bsa/Aml Compliance, Microsoft Office, Problem Solving, Interpersonal Communication
Specialization
Requires a high school diploma or GED and prior customer service experience, preferably in a financial or retail environment. Candidates should be comfortable with goal-oriented sales, outbound calling, and learning financial regulatory requirements.
Member Services Representative at Planet Fitness
San Diego, California, United States - Full Time
Skills Needed
Customer Service, Sales, Computer Proficiency, Communication, Problem Solving, Diplomacy, Time Management, Account Management, Phone Etiquette, Member Relations
Specialization
Candidates must be at least 18 years old with a high school diploma or GED and possess CPR/AED/First Aid certification. A background in customer service and sales, along with a passion for health and fitness, is preferred.
Member Services Representative at Planet Fitness
San Diego, California, United States - Full Time
Skills Needed
Customer Service, Sales, Computer Proficiency, Communication, Problem Solving, Empathy, Diplomacy, Time Management, Reliability, Interpersonal Skills
Specialization
Candidates must be at least 18 years old with a high school diploma or GED and possess CPR/AED/First Aid certification. A background in customer service and sales, along with a passion for health and fitness, is preferred.
Value-Added Services Specialist at HP Law
Olive Branch, Mississippi, United States - Full Time
Skills Needed
Value Added Services, Kitting, Product Configuration, Process Mapping, Data Analytics, Supply Chain Management, Wms, Erp, Power Bi, Tableau, Lean, Six Sigma, Sop Development, Kpi Monitoring, Inventory Management, Quality Compliance
Specialization
Requires a Bachelor's degree in Supply Chain or Engineering and 3-5 years of experience in distribution or electronics fulfillment. Proficiency in ERP, WMS, and data visualization tools like Power BI or Tableau is essential.
Experience Required
Minimum 2 year(s)
Lead Guest Services Team Member at Pilot Company
Marshall, Illinois, United States - Full Time
Skills Needed
Cash Handling, Team Leadership, Customer Service, Conflict Resolution, Retail Operations, Inventory Management, Sales Promotion, Compliance Monitoring
Specialization
Candidates must be able to handle cash/credit transactions and follow legal guidelines for restricted merchandise sales. Ability to lead a small team and perform general facility maintenance tasks is required.
Experience Required
Minimum 2 year(s)
Financial Services Sales Leader at The Provident Search Group, Inc
Cincinnati, Ohio, United States - Full Time
Skills Needed
Consulting Services Sales, Financial Services Sales, Mdm, Pim, Crm, Client Relationship Management, Revenue Growth, Customer Satisfaction
Specialization
Extensive experience selling consulting services specifically to the Financial Services sector is required. Mandatory experience with MDM/PIM and strong CRM skills are essential.
Experience Required
Minimum 5 year(s)
Guest Services Agent -2nd Shift at Pyramid Global Hospitality
Cleveland, Ohio, United States - Full Time
Skills Needed
Customer Service, Guest Relations, Verbal Communication, Problem Solving, Teamwork, Time Management, Valet Parking, Luggage Handling
Specialization
Candidates must have at least one year of customer service experience and a valid driver's license with no major infractions. The role requires the ability to stand for full shifts and a flexible schedule including weekends and holidays.
Sr. Managed Services Consultant at SPRINKLR INC
Tokyo, , Japan - Full Time
Skills Needed
Japanese, English, Enterprise Software Deployment, Implementation, Technical Skills, Social Media Technology, Communication Skills, Presentation Skills, Client Management, Problem Solving, Customer Experience, Ccaas Experience
Specialization
Candidates must be native in Japanese and have business-level fluency in English, along with experience in enterprise software deployment management. Strong technical skills and a passion for social media technology are also essential.
Experience Required
Minimum 5 year(s)
Backend Engineer Micro Services at FCG Germany GmbH
Berlin, Berlin, Germany - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Guest Services Representative I at Parks Hospitality Group Inc
Burlington, North Carolina, United States - Full Time
Skills Needed
Customer Service, Guest Relations, Check In/Check Out, Reservation Management, Communication Skills, Conflict Resolution, Administrative Support, Hotel Management Software, Computer Literacy
Specialization
A high school diploma or equivalent is required, with previous hospitality or customer service experience preferred. Candidates must be flexible to work weekends, evenings, and holidays.
Technician, IT Support Services at KIPP
Houston, Texas, United States - Full Time
Skills Needed
Technical Troubleshooting, Windows Os, Ios, Chrome Os, Active Directory, Google Admin Console, Mobile Device Management, Asset Management, Customer Service, Technical Documentation, Hardware Imaging, Interpersonal Communication
Specialization
Requires a High School Diploma or GED, with technical certifications or an Associate's degree preferred. Candidates should have experience with desktop operating systems, Active Directory, and a strong customer service mindset.
Financial Services Consultant 1 at Sunward Federal Credit Union
Los Lunas, New Mexico, United States - Full Time
Skills Needed
Consultative Sales, Customer Service, Consumer Loan Origination, Account Maintenance, Cash Handling, Relationship Management, Digital Banking Education, Bsa/Aml Compliance, Outbound Calling, Microsoft Office, Problem Solving, Interpersonal Communication
Specialization
Requires a high school diploma or GED and prior customer service experience, preferably in financial services, retail, or hospitality. Candidates should be comfortable with entry-level sales goals and have a willingness to learn regulatory requirements and banking procedures.
Supervisor - Material Services at Frontier Airlines
Denver, Colorado, United States - Full Time
Skills Needed
Material Services Management, Tool Control, Inventory Management, Regulatory Compliance, Warehouse Operations, Calibration Tracking, Team Leadership, Problem Solving, Microsoft Office, Fmis, Shipping And Receiving, Resource Planning
Specialization
Requires a Bachelor's degree in Business or Supply Chain, or 3+ years of equivalent experience, plus 2 years of warehouse experience. A valid driver's license is required for SIDA badge driving privileges at Denver International Airport.
Experience Required
Minimum 2 year(s)
Manager Specialist AOD Services at EACH
Melbourne, Victoria, Australia - Full Time
Skills Needed
Leadership, Program Management, Stakeholder Engagement, Risk Management, Budget Management, Person Centred Practice, Strategic Partnerships, Change Management, Operational Planning, Clinical Supervision, Performance Management, Governance
Specialization
Requires a relevant qualification in AOD, Social Work, Allied Health, or a related professional field along with professional registration. Candidates must have strong leadership experience in the AOD or human services sector and a proven ability to manage diverse teams and complex programs.
Experience Required
Minimum 5 year(s)
Facilities Services Coordinator at WTW CO
Melbourne, Victoria, Australia - Full Time
Skills Needed
Customer Service, Reception Management, Office Administration, Meeting Room Coordination, Catering Coordination, Mail And Courier Management, Microsoft Office, Av Troubleshooting, Work Health & Safety, Asset Inventory Management, Communication Skills, Organization Skills
Specialization
Candidates should have strong customer service skills, professional presentation, and intermediate proficiency in Microsoft Office. Experience in a professional office environment is preferred but not essential.
Coordinator Disability Services at VMCH
, Victoria, Australia - Full Time
Skills Needed
Program Coordination, Leadership, Stakeholder Engagement, Ndis Knowledge, Problem Solving, Complaint Resolution, Organizational Skills, First Aid, Cpr, Disability Support
Specialization
Requires experience in coordinating disability or human services programs and a Certificate IV in Disability or similar. Must possess a valid Victorian Driver License, First Aid/CPR certificates, and be available until 6:00 pm daily.
Experience Required
Minimum 2 year(s)
Sales Associate-Print&Services at Staples Inc.
Windsor, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Communication, Print Production, Point Of Sale, Inventory Control, Merchandising, Teamwork, Problem Solving, Time Management
Specialization
The ideal candidate should have 3 months to 1 year of prior retail experience and strong communication skills. The ability to work collaboratively in a team environment is essential for this role.
Hospitality Services Attendant at Sonida Senior Living
Columbiana, Ohio, United States - Full Time
Skills Needed
Food Preparation, Dining Service, Dishwashing, Customer Service, Hospitality, Stock Replenishment
Specialization
Preference is given to candidates with one to two years of experience in a similar position. A minimum of twelve years of education is preferred.
Financial Services Consultant 1 at Sunward Federal Credit Union
Los Lunas, New Mexico, United States - Full Time
Skills Needed
Consultative Sales, Customer Service, Consumer Loan Origination, Account Maintenance, Cash Handling, Member Outreach, Digital Banking Education, Bsa/Aml Compliance, Relationship Management, Problem Solving, Interpersonal Communication, Microsoft Office
Specialization
Requires a high school diploma or GED and prior customer service experience, preferably in a financial or retail environment. Candidates should be comfortable with entry-level sales goals and proactive member outreach.
Client Services Professional II at City National Bank
Phoenix, Arizona, United States - Full Time
Skills Needed
Customer Service, Banking Operations, Technical Support, Problem Solving, Written Communication, Verbal Communication, Multi Tasking, Conflict Resolution, Account Analysis, Regulatory Compliance, Salesforce, Acd Technology
Specialization
Requires a Bachelor's degree or equivalent with at least one year of contact center experience and two years of banking experience. Candidates must possess strong customer service skills and knowledge of banking operations and digital banking tools.
Experience Required
Minimum 2 year(s)