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Financial Services Representative at Scott Credit Union
Lebanon, Illinois, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Sales, Cash Handling, Financial Transactions, Problem Solving, Microsoft Office, Communication, Teamwork, Attention To Detail, Member Engagement, Cross Selling, Operational Goals, Teller Duties, Bsa Compliance, Initiative
Specialization
Candidates must have a high school diploma or equivalent and at least one year of customer service experience. Proficiency in personal computer use, including Microsoft Office products, is also required.
Financial Services Specialist II at First National Bank
Brosville, Virginia, United States - Full Time
Skills Needed
Customer Service, Teller Operations, Account Management, Regulatory Compliance, Team Leadership, Problem Solving, Communication Skills, Detail Orientation, Pc Proficiency, Mathematical Skills, Time Management, Initiative, Organizational Skills
Specialization
Candidates should have a high school diploma or equivalent, with an associate's degree preferred. One to three years of customer service experience in banking or financial services is required, along with strong organizational and communication skills.
Experience Required
Minimum 2 year(s)
Financial Services Representative at MONTERRA CREDIT UNION
South San Francisco, California, United States - Full Time
Skills Needed
Cash Handling, Member Service, Financial Products Knowledge, Organizational Skills, Analytical Skills, Interpersonal Skills, Communication Skills, Cross Servicing Skills, Accuracy, Pc Proficiency, Bilingual Skills
Specialization
Candidates should have some cash handling experience and preferably six months as a teller or one year in a financial institution. Strong member service skills and basic knowledge of financial products are required.
Financial Services Representative at O Bee Credit Union
Tacoma, Washington, United States - Full Time
Skills Needed
Loan Services, Business Development, Account Transactions, Member Service, Consumer Loans, Cross Selling, Customer Service, Cash Handling, Symitar, Loanspq, Regulatory Compliance, Relationship Building, Problem Solving, Communication, Teamwork, Time Management
Specialization
Candidates should have at least one year of experience in a similar role and six months to one year of customer service experience. Cash handling experience is also required, along with basic math and communication skills.
Smyrna Financial Services Officer at Ascend Federal Credit Union
Smyrna, Tennessee, United States - Full Time
Skills Needed
Member Service, Communication, Financial Counseling, Loan Processing, Teller Services, Customer Relationship Management, Problem Solving, Attention To Detail, Risk Management, Cash Handling, Organizational Skills, Computer Proficiency, Interpersonal Skills, Sales Skills, Time Management, Professionalism
Specialization
A high school diploma is required, with an associate's degree preferred. Candidates should have 1-3 years of related experience and must obtain the Certified Credit Union Financial Counselor designation.
Experience Required
Minimum 2 year(s)
Financial Services Representative at Primerica - Toronto, ON
North York, Ontario, Canada - Full Time
Skills Needed
Customer Service Skills, Entrepreneurial Mindset, Leadership Skills, Decision Making Skills, Relationship Building, Critical Thinking
Specialization
Candidates must be 18 years or older and pass a background check with no criminal convictions. Previous experience is not necessary as training will be provided.
Branch Financial Services Officer at Elders
Pakenham, Victoria, Australia - Full Time
Skills Needed
Administrative Functions, Interpersonal Communication, Stakeholder Relationship Management, Microsoft Office, Customer Service, Collaboration, Organizational Abilities, Effective Communication
Specialization
Candidates should have demonstrated experience in administrative functions and a background in the Elders Branch Network or comparable experience in agricultural industries. Strong interpersonal communication skills and proficiency in Microsoft Office applications are also required.
Experience Required
Minimum 2 year(s)
Manager - Financial Services Tax at EY
, Queensland, Australia - Full Time
Skills Needed
Australian Corporate Income Tax, Fund Tax Experience, Client Facing Skills, Influencing Skills, Technical Information Articulation, Team Management, Attention To Detail, Training And Delegating
Specialization
5+ years of experience in Australian corporate income tax and/or fund tax, ideally in a top or mid-tier accounting firm. Completed CA qualifications or equivalent are required.
Experience Required
Minimum 5 year(s)
Financial Services Representative at MONTERRA CREDIT UNION
South San Francisco, California, United States - Full Time
Skills Needed
Cash Handling, Member Service, Financial Products Knowledge, Organization Skills, Analytical Skills, Interpersonal Skills, Communication Skills, Cross Servicing Skills, Accuracy, Pc Proficiency, Bilingual Skills
Specialization
Candidates should have some cash handling experience and preferably six months as a teller or one year in a financial institution. Excellent member service skills and basic knowledge of financial products are required.
Financial Services Representative at First Fertility
Thousand Oaks, California, United States - Full Time
Skills Needed
Communication, Insurance Verification, Problem Solving, Organizational Skills, Teamwork, Integrity, Training, Ppo Billing, Hmo Billing, Computer Skills
Specialization
A minimum of 2 years’ experience in a medical setting is preferred, along with PPO and HMO billing experience. Strong communication skills and a neat, professional appearance are also required.
Experience Required
Minimum 2 year(s)
Financial Services Representative at CUSB BANK
, Iowa, United States - Full Time
Skills Needed
Customer Service, Financial Transactions, Account Management, Cash Handling, Microsoft Office, Communication Skills, Math Skills, Discretion, Judgment, Initiative
Specialization
Candidates should have a high school diploma or GED, or one to two years of relevant experience. Proficiency in Microsoft Office and strong communication and math skills are also required.
Product Lead- Financial Services at Utility Warehouse
London, England, United Kingdom - Full Time
Skills Needed
Product Strategy, Stakeholder Management, Agile Software Development, Data Analysis, User Experience, Compliance, Team Leadership, Commercial Judgement, Digital Product Development, Cross Sell Strategies, Customer Value, Market Anticipation, Okr, Risk Management, Communication Skills
Specialization
Candidates should have experience in digital product development within regulated financial or insurance domains and possess strong commercial and customer judgement. They must be comfortable in an OKR-led environment and have proven stakeholder management and communication skills.
Experience Required
Minimum 5 year(s)
Financial Services Representative at SOUTHEAST FINANCIAL CREDIT UNION
Brentwood, Tennessee, United States - Full Time
Skills Needed
Member Service, Cash Handling, Account Maintenance, Loan Processing, Communication, Teamwork, Product Knowledge, Conflict Resolution, Technical Support, Cross Selling, Confidentiality, Diplomacy, Tact, Training, Problem Solving, Regulatory Compliance
Specialization
Candidates should have three to five years of related experience and a high school education or GED. Strong interpersonal skills and knowledge of credit union operations are essential.
Experience Required
Minimum 2 year(s)
Product Lead- Financial Services at Utility Warehouse
London, England, United Kingdom - Full Time
Skills Needed
Product Management, Financial Services, Insurance, Stakeholder Management, Agile Development, Data Analysis, User Experience, Commercial Judgement, Compliance, Team Leadership, Strategic Planning, Roadmap Development, Cross Selling, Customer Retention, Okr, Collaboration
Specialization
Candidates should have experience in regulated financial or insurance product development and strong stakeholder management skills. A background in agile software development and data analysis is also important.
Experience Required
Minimum 5 year(s)
Product Lead- Financial Services at Utility Warehouse
London, England, United Kingdom - Full Time
Skills Needed
Product Development, Stakeholder Management, Agile Software Development, Data Analysis, User Experience, Commercial Judgement, Compliance, Team Leadership, Strategic Planning, Cross Selling, Customer Retention, Vision And Strategy, Okr, Communication Skills, Collaboration, Financial Services
Specialization
Candidates should have experience in regulated financial or insurance product development and strong commercial judgement. They must be comfortable in an OKR-led environment and possess excellent stakeholder management and communication skills.
Experience Required
Minimum 5 year(s)
Branch Financial Services Officer at Elders
Launceston, Tasmania, Australia - Full Time
Skills Needed
Interpersonal Communication, Stakeholder Relationship Management, Customer Service, Organizational Abilities, Microsoft Office, General Computer Operations, Training, Product Knowledge
Specialization
Candidates should have experience in administrative functions and a background in the agricultural industry or Elders Branch Network. Strong communication skills and the ability to collaborate with teams are essential.
Experience Required
Minimum 2 year(s)
Financial Services Representative at Moody Street Group
Boston, Massachusetts, United States - Full Time
Skills Needed
Financial Services, Sales, Marketing, Client Interaction, Training, Wealth Management, Professional Designations
Specialization
Candidates should have undergraduate or graduate degrees in relevant fields such as business, finance, or communications. The company seeks highly motivated individuals looking for a professional sales career.
Financial Services Representative at Inova
Fairfax, Virginia, United States - Full Time
Skills Needed
Annual Training Completion, Internal Process Maintenance, Customer Service, Laboratory Billing Systems, Standard Operating Procedures, Third Party Payers Knowledge, Policy Application, Cross Training, Advanced Certifications, Special Procedures, Committee Participation
Specialization
Candidates must have an Associate degree or completed coursework equivalent to RN, LPN, MT, MLT, or MA in lieu of education. A minimum of one year of experience is required in billing, collection, customer service, cash posting, and administrative support within a multi-laboratory system, preferably including previous work as an MLT or MT.
Internship in Financial Services at Implement Consulting Group
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Analytical Skills, Conceptual Skills, Communication Skills, Teamwork, Self Responsibility, Business Transformation, Process Optimization, Digitalization, Innovation Management, Market Analysis, Competitor Analysis, Project Management, Presentation Skills, Research Skills, Problem Solving, Empathy
Specialization
Candidates should have completed or be close to completing a Bachelor's degree from a top university with strong academic performance. They must possess excellent analytical, conceptual, and communication skills, and be fluent in German and English.
Financial Services Representative at Inova
Fairfax, Virginia, United States - Full Time
Skills Needed
Annual Training Completion, Internal Process Maintenance, Customer Service, Laboratory Billing Systems, Standard Operating Procedures, Third Party Payers Knowledge, Policy Application, Cross Training, Advanced Certifications, Special Procedures, Committee Participation
Specialization
Candidates must have an Associate degree or completed coursework equivalent to RN, LPN, MT, MLT, or MA in lieu of education. A minimum of one year of experience is required in billing, collection, customer service, cash posting, and administrative support within a multi-laboratory system, preferably including previous work as an MLT or MT.
Financial Services Representative at Scott Credit Union
Lebanon, Illinois, United States -
Full Time


Start Date

Immediate

Expiry Date

25 Mar, 26

Salary

0.0

Posted On

25 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Relationship Building, Sales, Cash Handling, Financial Transactions, Problem Solving, Microsoft Office, Communication, Teamwork, Attention to Detail, Member Engagement, Cross Selling, Operational Goals, Teller Duties, BSA Compliance, Initiative

Industry

Banking

Description
FINANCIAL SERVICE REPRESENTATIVE — BRANCH NETWORK DEPARTMENT; LEBANON BRANCH Banking • Full-Time • Branch Network Scott Credit Union is hiring a Financial Service Representative in Lebanon, IL to help support our members and strengthen our connection with the community. If you’re passionate about delivering exceptional service, skilled at building relationships, and thrive in a collaborative, people-focused environment – we’d be excited to welcome you to our award-winning team.   Schedule: Full-time | Monday–Saturday, Saturday rotation as scheduled Work Location Status: Fully on-site at the Lebanon, IL Branch  ABOUT THE ROLE Financial Service Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members who walk into the branch, over the phone and through outbound calling efforts. During their conversations, Financial Service Representatives are to educate members on the products and services SCU has to offer and resolve any questions or issues that arise.   WHY JOIN SCOTT CREDIT UNION? Scott Credit Union has been designated a Top Workplace by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth. BENEFITS INCLUDE: * 11 paid holidays and competitive PTO * 401(k) with employer match * Medical, dental, vision, and life insurance * Short-Term Disability, including maternity leave * Tuition reimbursement program * “Dress for your day” policy * Career advancement opportunities * Supportive, team-oriented culture WHAT YOU’LL DO * Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU’s member engagement model. * Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals.  * Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed.  * Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition.  * Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR. * Fosters and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results. WHAT YOU BRING * High school diploma or equivalent * Minimum one year of customer service experience * Personal computer experience to include Microsoft Office products IS THIS YOU? * You’re energized by creating meaningful connections and delivering strategic solutions * You stay focused under pressure and prioritize precision in your work * You take initiative, own your projects, and consistently aim for high-quality results * You’re looking to build a long-term career where your skills can grow and evolve OUR COMMITMENT At Scott Credit Union, our purpose is to support members through every phase of their financial journey. We believe in accountability, integrity, diversity, service excellence, and continuous growth—for both our members and our employees. Apply today to join a trusted organization that values your contribution and invests in your future. If selected, next steps may include a phone or in-person interview. universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking; 
Responsibilities
Financial Service Representatives are responsible for creating an exceptional member experience by engaging with members and educating them on products and services. They also process financial transactions and maintain relationships with members while ensuring high-quality service.
Financial Services Representative at Scott Credit Union
Lebanon, Illinois, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Sales, Cash Handling, Financial Transactions, Problem Solving, Microsoft Office, Communication, Teamwork, Attention To Detail, Member Engagement, Cross Selling, Operational Goals, Teller Duties, Bsa Compliance, Initiative
Specialization
Candidates must have a high school diploma or equivalent and at least one year of customer service experience. Proficiency in personal computer use, including Microsoft Office products, is also required.
Financial Services Specialist II at First National Bank
Brosville, Virginia, United States - Full Time
Skills Needed
Customer Service, Teller Operations, Account Management, Regulatory Compliance, Team Leadership, Problem Solving, Communication Skills, Detail Orientation, Pc Proficiency, Mathematical Skills, Time Management, Initiative, Organizational Skills
Specialization
Candidates should have a high school diploma or equivalent, with an associate's degree preferred. One to three years of customer service experience in banking or financial services is required, along with strong organizational and communication skills.
Experience Required
Minimum 2 year(s)
Financial Services Representative at MONTERRA CREDIT UNION
South San Francisco, California, United States - Full Time
Skills Needed
Cash Handling, Member Service, Financial Products Knowledge, Organizational Skills, Analytical Skills, Interpersonal Skills, Communication Skills, Cross Servicing Skills, Accuracy, Pc Proficiency, Bilingual Skills
Specialization
Candidates should have some cash handling experience and preferably six months as a teller or one year in a financial institution. Strong member service skills and basic knowledge of financial products are required.
Financial Services Representative at O Bee Credit Union
Tacoma, Washington, United States - Full Time
Skills Needed
Loan Services, Business Development, Account Transactions, Member Service, Consumer Loans, Cross Selling, Customer Service, Cash Handling, Symitar, Loanspq, Regulatory Compliance, Relationship Building, Problem Solving, Communication, Teamwork, Time Management
Specialization
Candidates should have at least one year of experience in a similar role and six months to one year of customer service experience. Cash handling experience is also required, along with basic math and communication skills.
Smyrna Financial Services Officer at Ascend Federal Credit Union
Smyrna, Tennessee, United States - Full Time
Skills Needed
Member Service, Communication, Financial Counseling, Loan Processing, Teller Services, Customer Relationship Management, Problem Solving, Attention To Detail, Risk Management, Cash Handling, Organizational Skills, Computer Proficiency, Interpersonal Skills, Sales Skills, Time Management, Professionalism
Specialization
A high school diploma is required, with an associate's degree preferred. Candidates should have 1-3 years of related experience and must obtain the Certified Credit Union Financial Counselor designation.
Experience Required
Minimum 2 year(s)
Financial Services Representative at Primerica - Toronto, ON
North York, Ontario, Canada - Full Time
Skills Needed
Customer Service Skills, Entrepreneurial Mindset, Leadership Skills, Decision Making Skills, Relationship Building, Critical Thinking
Specialization
Candidates must be 18 years or older and pass a background check with no criminal convictions. Previous experience is not necessary as training will be provided.
Branch Financial Services Officer at Elders
Pakenham, Victoria, Australia - Full Time
Skills Needed
Administrative Functions, Interpersonal Communication, Stakeholder Relationship Management, Microsoft Office, Customer Service, Collaboration, Organizational Abilities, Effective Communication
Specialization
Candidates should have demonstrated experience in administrative functions and a background in the Elders Branch Network or comparable experience in agricultural industries. Strong interpersonal communication skills and proficiency in Microsoft Office applications are also required.
Experience Required
Minimum 2 year(s)
Manager - Financial Services Tax at EY
, Queensland, Australia - Full Time
Skills Needed
Australian Corporate Income Tax, Fund Tax Experience, Client Facing Skills, Influencing Skills, Technical Information Articulation, Team Management, Attention To Detail, Training And Delegating
Specialization
5+ years of experience in Australian corporate income tax and/or fund tax, ideally in a top or mid-tier accounting firm. Completed CA qualifications or equivalent are required.
Experience Required
Minimum 5 year(s)
Financial Services Representative at MONTERRA CREDIT UNION
South San Francisco, California, United States - Full Time
Skills Needed
Cash Handling, Member Service, Financial Products Knowledge, Organization Skills, Analytical Skills, Interpersonal Skills, Communication Skills, Cross Servicing Skills, Accuracy, Pc Proficiency, Bilingual Skills
Specialization
Candidates should have some cash handling experience and preferably six months as a teller or one year in a financial institution. Excellent member service skills and basic knowledge of financial products are required.
Financial Services Representative at First Fertility
Thousand Oaks, California, United States - Full Time
Skills Needed
Communication, Insurance Verification, Problem Solving, Organizational Skills, Teamwork, Integrity, Training, Ppo Billing, Hmo Billing, Computer Skills
Specialization
A minimum of 2 years’ experience in a medical setting is preferred, along with PPO and HMO billing experience. Strong communication skills and a neat, professional appearance are also required.
Experience Required
Minimum 2 year(s)
Financial Services Representative at CUSB BANK
, Iowa, United States - Full Time
Skills Needed
Customer Service, Financial Transactions, Account Management, Cash Handling, Microsoft Office, Communication Skills, Math Skills, Discretion, Judgment, Initiative
Specialization
Candidates should have a high school diploma or GED, or one to two years of relevant experience. Proficiency in Microsoft Office and strong communication and math skills are also required.
Product Lead- Financial Services at Utility Warehouse
London, England, United Kingdom - Full Time
Skills Needed
Product Strategy, Stakeholder Management, Agile Software Development, Data Analysis, User Experience, Compliance, Team Leadership, Commercial Judgement, Digital Product Development, Cross Sell Strategies, Customer Value, Market Anticipation, Okr, Risk Management, Communication Skills
Specialization
Candidates should have experience in digital product development within regulated financial or insurance domains and possess strong commercial and customer judgement. They must be comfortable in an OKR-led environment and have proven stakeholder management and communication skills.
Experience Required
Minimum 5 year(s)
Financial Services Representative at SOUTHEAST FINANCIAL CREDIT UNION
Brentwood, Tennessee, United States - Full Time
Skills Needed
Member Service, Cash Handling, Account Maintenance, Loan Processing, Communication, Teamwork, Product Knowledge, Conflict Resolution, Technical Support, Cross Selling, Confidentiality, Diplomacy, Tact, Training, Problem Solving, Regulatory Compliance
Specialization
Candidates should have three to five years of related experience and a high school education or GED. Strong interpersonal skills and knowledge of credit union operations are essential.
Experience Required
Minimum 2 year(s)
Product Lead- Financial Services at Utility Warehouse
London, England, United Kingdom - Full Time
Skills Needed
Product Management, Financial Services, Insurance, Stakeholder Management, Agile Development, Data Analysis, User Experience, Commercial Judgement, Compliance, Team Leadership, Strategic Planning, Roadmap Development, Cross Selling, Customer Retention, Okr, Collaboration
Specialization
Candidates should have experience in regulated financial or insurance product development and strong stakeholder management skills. A background in agile software development and data analysis is also important.
Experience Required
Minimum 5 year(s)
Product Lead- Financial Services at Utility Warehouse
London, England, United Kingdom - Full Time
Skills Needed
Product Development, Stakeholder Management, Agile Software Development, Data Analysis, User Experience, Commercial Judgement, Compliance, Team Leadership, Strategic Planning, Cross Selling, Customer Retention, Vision And Strategy, Okr, Communication Skills, Collaboration, Financial Services
Specialization
Candidates should have experience in regulated financial or insurance product development and strong commercial judgement. They must be comfortable in an OKR-led environment and possess excellent stakeholder management and communication skills.
Experience Required
Minimum 5 year(s)
Branch Financial Services Officer at Elders
Launceston, Tasmania, Australia - Full Time
Skills Needed
Interpersonal Communication, Stakeholder Relationship Management, Customer Service, Organizational Abilities, Microsoft Office, General Computer Operations, Training, Product Knowledge
Specialization
Candidates should have experience in administrative functions and a background in the agricultural industry or Elders Branch Network. Strong communication skills and the ability to collaborate with teams are essential.
Experience Required
Minimum 2 year(s)
Financial Services Representative at Moody Street Group
Boston, Massachusetts, United States - Full Time
Skills Needed
Financial Services, Sales, Marketing, Client Interaction, Training, Wealth Management, Professional Designations
Specialization
Candidates should have undergraduate or graduate degrees in relevant fields such as business, finance, or communications. The company seeks highly motivated individuals looking for a professional sales career.
Financial Services Representative at Inova
Fairfax, Virginia, United States - Full Time
Skills Needed
Annual Training Completion, Internal Process Maintenance, Customer Service, Laboratory Billing Systems, Standard Operating Procedures, Third Party Payers Knowledge, Policy Application, Cross Training, Advanced Certifications, Special Procedures, Committee Participation
Specialization
Candidates must have an Associate degree or completed coursework equivalent to RN, LPN, MT, MLT, or MA in lieu of education. A minimum of one year of experience is required in billing, collection, customer service, cash posting, and administrative support within a multi-laboratory system, preferably including previous work as an MLT or MT.
Internship in Financial Services at Implement Consulting Group
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Analytical Skills, Conceptual Skills, Communication Skills, Teamwork, Self Responsibility, Business Transformation, Process Optimization, Digitalization, Innovation Management, Market Analysis, Competitor Analysis, Project Management, Presentation Skills, Research Skills, Problem Solving, Empathy
Specialization
Candidates should have completed or be close to completing a Bachelor's degree from a top university with strong academic performance. They must possess excellent analytical, conceptual, and communication skills, and be fluent in German and English.
Financial Services Representative at Inova
Fairfax, Virginia, United States - Full Time
Skills Needed
Annual Training Completion, Internal Process Maintenance, Customer Service, Laboratory Billing Systems, Standard Operating Procedures, Third Party Payers Knowledge, Policy Application, Cross Training, Advanced Certifications, Special Procedures, Committee Participation
Specialization
Candidates must have an Associate degree or completed coursework equivalent to RN, LPN, MT, MLT, or MA in lieu of education. A minimum of one year of experience is required in billing, collection, customer service, cash posting, and administrative support within a multi-laboratory system, preferably including previous work as an MLT or MT.
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