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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 Maintenance, Cash Handling, Relationship Management, Digital Banking Education, Bsa/Aml Compliance, Outbound Calling, Interpersonal Communication, Problem Solving, Microsoft Office
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 proactive member outreach.
Client Services Representative at Playocity
Meridian, Idaho, United States - Full Time
Skills Needed
Analytical Thinking, Problem Solving, Time Management, Communication, Decision Making, Microsoft Office, Customer Service, Payroll Processing, Hr System Troubleshooting, Client Relationship Management
Specialization
A Bachelor's degree and proficiency in Microsoft Office are required. Preferred qualifications include payroll or HR certifications such as CPP, FPC, APA, or SHRM-CP.
Sales Associate-Print&Services at Staples Inc.
Abbotsford, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Sales, Print Production, Point Of Sale (Pos), Inventory Control, Communication Skills, Team Collaboration, Merchandising
Specialization
Preferred experience of 3 months to 1 year in a retail environment. Requires strong communication skills and the ability to work collaboratively within a team.
EUC Sites & Services Technician at endeavour group careers
Sydney, New South Wales, Australia - Full Time
Skills Needed
Windows Os, Microsoft Active Directory, Microsoft Endpoint Management, Hardware Troubleshooting, Av Technology, Servicenow, Meraki Dashboard, Ios/Android Management, Intune, Google Mdm, Jamf, Google Workspace, Asset Management, Technical Support, Customer Service, Documentation
Specialization
Requires proven experience with Windows OS, Active Directory, and hardware troubleshooting for computers and AV systems. Candidates should be adaptable communicators with familiarity in MDM tools like Intune or JAMF.
Experience Required
Minimum 2 year(s)
Member Services Representative at Planet Fitness - Excel Fitness
Dallas, Texas, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Microsoft Office, Point Of Sale, Critical Thinking, Organization, Teamwork, Inventory Management, Cleaning And Maintenance, Cpr/Aed Certification
Specialization
Candidates must be at least 16 years old and capable of standing for long periods and lifting up to 75 pounds. Proficiency in Microsoft Office and a team-oriented mindset are required.
Member Services Representative at Planet Fitness - Excel Fitness
Dallas, Texas, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Microsoft Office, Problem Solving, Organization, Point Of Sale, Inventory Management, Critical Thinking, Teamwork, Facility Maintenance
Specialization
Candidates must be at least 16 years old and capable of standing for long periods and lifting up to 75 pounds. Proficiency in Microsoft Office and a team-oriented mindset are required.
Support Services Administrator at CITB
, England, United Kingdom - Full Time
Skills Needed
Customer Service, Business Administration, Microsoft Office, Excel, Database Management, Aptem Lms, Communication, Problem Solving, Organization, Teamwork
Specialization
Candidates should have an NVQ Level 3 in Business Administration or Customer Service and basic GCSEs in Maths and English. Proficiency in Microsoft Office and experience in educational or construction training settings is preferred.
Experience Required
Minimum 2 year(s)
Planner - Development Services at City of Concord
Concord, North Carolina, United States - Full Time
Skills Needed
Microsoft Office 365, Sharepoint, Teams, Accela, Communication, Interpersonal Skills, Data Analysis, Business Correspondence, Organizational Skills, Research, Report Preparation, Zoning Interpretation, Code Compliance, Technical Writing, Customer Service
Specialization
Requires a Bachelor's degree in Planning, Political Science, Geography, Public Administration, Architecture, or Economics with at least one year of relevant experience. Must possess a valid North Carolina Driver's License and be able to obtain a Certified Zoning Official certification within two years.
Patient Services Representative at Cornerstone Family Healthcare
Newburgh, New York, United States - Full Time
Skills Needed
Customer Service, Phone Etiquette, Appointment Scheduling, Insurance Verification, Payment Collection, Electronic Medical Records, Bilingual English And Spanish, Data Entry, Patient Registration
Specialization
Candidates must have a high school diploma or GED and be able to travel to other locations as needed. Bilingual proficiency in English and Spanish is preferred.
Hospitality Services Specialist at Polly English
Kokomo, Indiana, United States - Full Time
Skills Needed
Customer Service, Travel Planning, Communication, Relationship Building, Organization, Digital Literacy, Attention To Detail, Booking Platforms, Client Coordination, Time Management
Specialization
Candidates must be at least 18 years old and legally authorized to work in specified regions. Strong communication skills, computer proficiency, and a customer-focused approach are required.
Accounting Services Analyst II at Conduent
, karnataka, India - Full Time
Skills Needed
Accounting, Reconciliation, Data Analysis, Reporting, Project Management, Financial Documentation, Stakeholder Management, Problem Solving, Deductive Reasoning, Accounts Payable, Business Metrics, Dashboard Creation
Specialization
Candidates must hold a college or university degree and possess relevant expertise in a professional or technical area. The role requires the ability to use existing procedures to solve routine problems and effectively exchange complex information with stakeholders.
Experience Required
Minimum 2 year(s)
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.
Sales Associate-Print&Services at Staples Inc.
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication Skills, Team Collaboration, Merchandising
Specialization
Preferably 3 months to 1 year of retail experience. Requires strong communication skills and the ability to work collaboratively in a team environment.
Sales Associate-Print&Services at Staples Inc.
Edmonton, Alberta, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication, Merchandising, Team Collaboration
Specialization
Preferably 3 months to 1 year of retail experience. Requires strong communication skills and the ability to work collaboratively in a team environment.
Patient Services Representative at UPMC
Pittsburgh, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Patient Registration, Insurance Verification, Medical Billing, Scheduling, Medical Terminology, Hipaa Compliance, Payment Collection, Patient Education, Administrative Support, Triage, Data Entry
Specialization
A high school diploma or equivalent is required, with a preference for two years of experience in medical billing or customer service. Proficiency in computer applications and familiarity with health records systems like Epic or Medipac is desired.
Experience Required
Minimum 2 year(s)
Manager Finance Shared Services at Socotec
Reeuwijk, South Holland, Netherlands - Full Time
Skills Needed
Financial Reporting, Team Leadership, Process Optimization, Tax Filing, Payroll Control, Accounts Receivable Management, General Ledger Integrity, Erp Systems, Ms Excel, Audit Preparation, Dutch Language, English Language
Specialization
Requires a bachelor's degree in finance or business economics and at least 5 years of relevant experience in Finance & Control. Must have proven leadership experience and proficiency in ERP systems and MS Office.
Experience Required
Minimum 5 year(s)
Refugee Support Services Intern at Connecticut Institute For Refu
Bridgeport, Connecticut, United States - Full Time
Skills Needed
Communication, Interpersonal Skills, Cultural Sensitivity, Organization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Case Management, Data Entry, Multilingualism
Specialization
Candidates should be pursuing or have recently completed a degree in Social Work, International Relations, Human Services, or a related field. Proficiency in Microsoft Office and fluency in a second language are preferred.
Sales Associate-Print&Services at Staples Canada
Cambridge, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Communication, Print Production, Point Of Sale, Inventory Control, Merchandising, Teamwork, Problem Solving, Time Management
Specialization
Candidates should have strong communication skills and the ability to work collaboratively in a team environment. Prior retail experience of 3 months to 1 year is preferred.
Customer Service Representative, Terra West Management Services at K.G.D.O. Holding Company, LLC
Spring Valley, Nevada, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Listening Skills, Problem Solving, Organizational Skills, Influencing Skills, Closing Skills, Data Entry, Software Navigation, Time Management, Interpersonal Skills, Written Communication, Oral Communication
Specialization
Candidates must have a high school diploma or equivalent and 1-3 years of customer service experience. Additionally, applicants must be able to type at least 30 WPM and possess a valid driver's license.
Registered Behavior Technician (RBT) – In-Home Services - Part Time at Unlocking The Spectrum, LLC
Deer Park, Texas, United States - Full Time
Skills Needed
Aba Therapy, Data Collection, Behavior Reduction, Skill Development, Interpersonal Communication, Time Management, Client Relationship Management, Ethical Standards
Specialization
Must hold an active RBT certification and a high school diploma, with a degree in Psychology or Education preferred. Requires reliable transportation and prior experience working with children with autism or developmental delays.
Financial Services Consultant 1 at Sunward Federal Credit Union
Albuquerque, New Mexico, United States -
Full Time

Start Date

Immediate

Expiry Date

28 Sep, 26

Salary

22.0

Posted On

30 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

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

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 identifying opportunities to recommend appropriate products. Support the branch by opening deposit accounts, assisting with consumer loan origination, and performing teller functions.
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 Maintenance, Cash Handling, Relationship Management, Digital Banking Education, Bsa/Aml Compliance, Outbound Calling, Interpersonal Communication, Problem Solving, Microsoft Office
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 proactive member outreach.
Client Services Representative at Playocity
Meridian, Idaho, United States - Full Time
Skills Needed
Analytical Thinking, Problem Solving, Time Management, Communication, Decision Making, Microsoft Office, Customer Service, Payroll Processing, Hr System Troubleshooting, Client Relationship Management
Specialization
A Bachelor's degree and proficiency in Microsoft Office are required. Preferred qualifications include payroll or HR certifications such as CPP, FPC, APA, or SHRM-CP.
Sales Associate-Print&Services at Staples Inc.
Abbotsford, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Sales, Print Production, Point Of Sale (Pos), Inventory Control, Communication Skills, Team Collaboration, Merchandising
Specialization
Preferred experience of 3 months to 1 year in a retail environment. Requires strong communication skills and the ability to work collaboratively within a team.
EUC Sites & Services Technician at endeavour group careers
Sydney, New South Wales, Australia - Full Time
Skills Needed
Windows Os, Microsoft Active Directory, Microsoft Endpoint Management, Hardware Troubleshooting, Av Technology, Servicenow, Meraki Dashboard, Ios/Android Management, Intune, Google Mdm, Jamf, Google Workspace, Asset Management, Technical Support, Customer Service, Documentation
Specialization
Requires proven experience with Windows OS, Active Directory, and hardware troubleshooting for computers and AV systems. Candidates should be adaptable communicators with familiarity in MDM tools like Intune or JAMF.
Experience Required
Minimum 2 year(s)
Member Services Representative at Planet Fitness - Excel Fitness
Dallas, Texas, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Microsoft Office, Point Of Sale, Critical Thinking, Organization, Teamwork, Inventory Management, Cleaning And Maintenance, Cpr/Aed Certification
Specialization
Candidates must be at least 16 years old and capable of standing for long periods and lifting up to 75 pounds. Proficiency in Microsoft Office and a team-oriented mindset are required.
Member Services Representative at Planet Fitness - Excel Fitness
Dallas, Texas, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Microsoft Office, Problem Solving, Organization, Point Of Sale, Inventory Management, Critical Thinking, Teamwork, Facility Maintenance
Specialization
Candidates must be at least 16 years old and capable of standing for long periods and lifting up to 75 pounds. Proficiency in Microsoft Office and a team-oriented mindset are required.
Support Services Administrator at CITB
, England, United Kingdom - Full Time
Skills Needed
Customer Service, Business Administration, Microsoft Office, Excel, Database Management, Aptem Lms, Communication, Problem Solving, Organization, Teamwork
Specialization
Candidates should have an NVQ Level 3 in Business Administration or Customer Service and basic GCSEs in Maths and English. Proficiency in Microsoft Office and experience in educational or construction training settings is preferred.
Experience Required
Minimum 2 year(s)
Planner - Development Services at City of Concord
Concord, North Carolina, United States - Full Time
Skills Needed
Microsoft Office 365, Sharepoint, Teams, Accela, Communication, Interpersonal Skills, Data Analysis, Business Correspondence, Organizational Skills, Research, Report Preparation, Zoning Interpretation, Code Compliance, Technical Writing, Customer Service
Specialization
Requires a Bachelor's degree in Planning, Political Science, Geography, Public Administration, Architecture, or Economics with at least one year of relevant experience. Must possess a valid North Carolina Driver's License and be able to obtain a Certified Zoning Official certification within two years.
Patient Services Representative at Cornerstone Family Healthcare
Newburgh, New York, United States - Full Time
Skills Needed
Customer Service, Phone Etiquette, Appointment Scheduling, Insurance Verification, Payment Collection, Electronic Medical Records, Bilingual English And Spanish, Data Entry, Patient Registration
Specialization
Candidates must have a high school diploma or GED and be able to travel to other locations as needed. Bilingual proficiency in English and Spanish is preferred.
Hospitality Services Specialist at Polly English
Kokomo, Indiana, United States - Full Time
Skills Needed
Customer Service, Travel Planning, Communication, Relationship Building, Organization, Digital Literacy, Attention To Detail, Booking Platforms, Client Coordination, Time Management
Specialization
Candidates must be at least 18 years old and legally authorized to work in specified regions. Strong communication skills, computer proficiency, and a customer-focused approach are required.
Accounting Services Analyst II at Conduent
, karnataka, India - Full Time
Skills Needed
Accounting, Reconciliation, Data Analysis, Reporting, Project Management, Financial Documentation, Stakeholder Management, Problem Solving, Deductive Reasoning, Accounts Payable, Business Metrics, Dashboard Creation
Specialization
Candidates must hold a college or university degree and possess relevant expertise in a professional or technical area. The role requires the ability to use existing procedures to solve routine problems and effectively exchange complex information with stakeholders.
Experience Required
Minimum 2 year(s)
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.
Sales Associate-Print&Services at Staples Inc.
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication Skills, Team Collaboration, Merchandising
Specialization
Preferably 3 months to 1 year of retail experience. Requires strong communication skills and the ability to work collaboratively in a team environment.
Sales Associate-Print&Services at Staples Inc.
Edmonton, Alberta, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication, Merchandising, Team Collaboration
Specialization
Preferably 3 months to 1 year of retail experience. Requires strong communication skills and the ability to work collaboratively in a team environment.
Patient Services Representative at UPMC
Pittsburgh, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Patient Registration, Insurance Verification, Medical Billing, Scheduling, Medical Terminology, Hipaa Compliance, Payment Collection, Patient Education, Administrative Support, Triage, Data Entry
Specialization
A high school diploma or equivalent is required, with a preference for two years of experience in medical billing or customer service. Proficiency in computer applications and familiarity with health records systems like Epic or Medipac is desired.
Experience Required
Minimum 2 year(s)
Manager Finance Shared Services at Socotec
Reeuwijk, South Holland, Netherlands - Full Time
Skills Needed
Financial Reporting, Team Leadership, Process Optimization, Tax Filing, Payroll Control, Accounts Receivable Management, General Ledger Integrity, Erp Systems, Ms Excel, Audit Preparation, Dutch Language, English Language
Specialization
Requires a bachelor's degree in finance or business economics and at least 5 years of relevant experience in Finance & Control. Must have proven leadership experience and proficiency in ERP systems and MS Office.
Experience Required
Minimum 5 year(s)
Refugee Support Services Intern at Connecticut Institute For Refu
Bridgeport, Connecticut, United States - Full Time
Skills Needed
Communication, Interpersonal Skills, Cultural Sensitivity, Organization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Case Management, Data Entry, Multilingualism
Specialization
Candidates should be pursuing or have recently completed a degree in Social Work, International Relations, Human Services, or a related field. Proficiency in Microsoft Office and fluency in a second language are preferred.
Sales Associate-Print&Services at Staples Canada
Cambridge, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Communication, Print Production, Point Of Sale, Inventory Control, Merchandising, Teamwork, Problem Solving, Time Management
Specialization
Candidates should have strong communication skills and the ability to work collaboratively in a team environment. Prior retail experience of 3 months to 1 year is preferred.
Customer Service Representative, Terra West Management Services at K.G.D.O. Holding Company, LLC
Spring Valley, Nevada, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Listening Skills, Problem Solving, Organizational Skills, Influencing Skills, Closing Skills, Data Entry, Software Navigation, Time Management, Interpersonal Skills, Written Communication, Oral Communication
Specialization
Candidates must have a high school diploma or equivalent and 1-3 years of customer service experience. Additionally, applicants must be able to type at least 30 WPM and possess a valid driver's license.
Registered Behavior Technician (RBT) – In-Home Services - Part Time at Unlocking The Spectrum, LLC
Deer Park, Texas, United States - Full Time
Skills Needed
Aba Therapy, Data Collection, Behavior Reduction, Skill Development, Interpersonal Communication, Time Management, Client Relationship Management, Ethical Standards
Specialization
Must hold an active RBT certification and a high school diploma, with a degree in Psychology or Education preferred. Requires reliable transportation and prior experience working with children with autism or developmental delays.