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Financial Services Representative at World Finance
New Albany, Indiana, United States - Full Time
Skills Needed
Customer Service, Lending Skills, Organizational Skills, Compassion, Team Player, Basic Computer Skills
Specialization
Candidates must demonstrate self-confidence, organizational skills, and a history of kindness and compassion. A valid driver's license and reliable transportation are required for job responsibilities.
Financial Services Representative at First Fertility
Chesterfield, Missouri, United States - Full Time
Skills Needed
Communication Skills, Billing Expertise, Customer Service, Insurance Verification, Empathy, Attention To Detail, Decision Making, Collaboration, Flexibility, Respect
Specialization
Candidates should have excellent communication skills and a minimum of 2 years of experience in a medical office or billing role. Proficiency in Excel and a strong commitment to customer service are also required.
Experience Required
Minimum 2 year(s)
Financial Services / Remote Work at Spade Recruiting
, , - Full Time
Skills Needed
Excellent Communication Skills, Basic Computer Knowledge, Work Ethics, Time Management Skills, Outgoing Personality, Energetic Personality
Specialization
Candidates must possess excellent communication skills and basic computer knowledge. They should be outgoing, fun, and energetic with strong time management skills.
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 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.
Financial Services Representative at Primerica - Toronto, ON
North York, Ontario, Canada - Full Time
Skills Needed
Self Starter, Customer Service, Entrepreneurial Mindset, Leadership, Decision Making, Relationship Building
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.
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 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)
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)
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)
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 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)
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)
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 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.
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)
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)
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.
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 World Finance
New Albany, Indiana, United States -
Full Time


Start Date

Immediate

Expiry Date

14 Mar, 26

Salary

19.0

Posted On

14 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Lending Skills, Organizational Skills, Compassion, Team Player, Basic Computer Skills

Industry

Financial Services

Description
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you’re the face of World Finance – empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 What you’ll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player – pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver’s license & access to a dependable vehicle. Must possess a valid driver’s license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World’s Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We’ll get you home for dinner: your life outside of work is priority #1 You’ll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually – turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities. For over 60 years, World Finance has been helping customers focus less on the unexpected expenses of life, and more on what makes life so sweet. In doing so, we offer personal installment loans that suit the specific needs of our customers while simultaneously delivering outstanding customer service. We are always looking for great people to join our team. Located in 16 states, our network of branches work to provide good to the communities around them. World Finance has been recognized as a Top Workplace in the USA, and we are looking forward to having new team members to join us and be a part of our continuous growth!
Responsibilities
The Financial Services Representative assists the Branch Manager in operating the branch effectively and efficiently while maximizing growth. They guide customers on their financial journey, process loan applications, and maintain strong customer relationships.
Financial Services Representative at World Finance
New Albany, Indiana, United States - Full Time
Skills Needed
Customer Service, Lending Skills, Organizational Skills, Compassion, Team Player, Basic Computer Skills
Specialization
Candidates must demonstrate self-confidence, organizational skills, and a history of kindness and compassion. A valid driver's license and reliable transportation are required for job responsibilities.
Financial Services Representative at First Fertility
Chesterfield, Missouri, United States - Full Time
Skills Needed
Communication Skills, Billing Expertise, Customer Service, Insurance Verification, Empathy, Attention To Detail, Decision Making, Collaboration, Flexibility, Respect
Specialization
Candidates should have excellent communication skills and a minimum of 2 years of experience in a medical office or billing role. Proficiency in Excel and a strong commitment to customer service are also required.
Experience Required
Minimum 2 year(s)
Financial Services / Remote Work at Spade Recruiting
, , - Full Time
Skills Needed
Excellent Communication Skills, Basic Computer Knowledge, Work Ethics, Time Management Skills, Outgoing Personality, Energetic Personality
Specialization
Candidates must possess excellent communication skills and basic computer knowledge. They should be outgoing, fun, and energetic with strong time management skills.
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 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.
Financial Services Representative at Primerica - Toronto, ON
North York, Ontario, Canada - Full Time
Skills Needed
Self Starter, Customer Service, Entrepreneurial Mindset, Leadership, Decision Making, Relationship Building
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.
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 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)
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)
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)
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 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)
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)
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 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.
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)
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)
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.
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.
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