7,865 Results for

Financial Services Representative Jobs in the United States

Tip: Type a city, state, or ZIP code into the "Location" field above to find jobs nearby.

Jobs

Redwood City, CA9 days ago

Under the supervision of the branch manager and/or a senior member of staff, they will greet members and prospects in person and on the phone in a highly enthusiastic, efficient and effective manner, exhibiting above and beyond service skills. Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.

New!

East Palo Alto, CA3 days ago

$22–$25 Per Hour
Full-time

Responsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. Serves as a primary source to handle member inquires, requests or processing of new transactions, including new membership accounts.

East Palo Alto, CA26 days ago

$22–$25 Per Hour

Responsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations.

New!

Chicago, ILToday

$75,000–$100,000 Per Year

Our leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

Charlotte, NC11 days ago

Whether it’s getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you’ll be the difference between their customer experience being just average or an exceptional one. You’ll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.

New!

Fresno, CA2 days ago

$23–$26 Per Hour

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 3. Enter alphabetic or numeric data received from clients via telephone or fax, following the format displayed on screen, and enter necessary codes.

North Chelmsford, MA24 days ago

$20–$26 Per Hour

Be able to ask probing questions to understand customer needs, overcome objections by recommending profitable solutions, explain our value-added services, and ask for the order and close the sale. Effectively use Microsoft Office software (Outlook, Word, Excel) to communicate via email, to maintain weekly sales plans, call reports, customer contact files, and to analyze customer data.

Hartford, CT9 days ago

$20–$24 Per Hour

Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery. Outstanding client service skills through NPS and its driver indices, compliance, and efficiency metrics, delivering best-in-class experience for all our clients, with a full understanding of the complexity of their concerns.

Bloomington, IL10 days ago

$16–$17 Per Hour

There are several factors taken into consideration in determining base pay, including but not limited to: job-related qualifications, skills, education, experience, local market conditions, and internal equity. Over four decades, Chestnut has grown to almost 800 committed, compassionate employees providing substance use, mental health, and primary care treatment to patients in Illinois and Missouri.

Denver, CO17 days ago

$25–$26 Per Hour

Analyze, review, and modify large data sets using various database and querying solutions in order to be able to calculate payments and accruals, provide analytics and reporting for transactional products offered. Prepare and analyze monthly invoices and accruals to ensure accuracy to financial statements and subscriber reporting, which includes the research, resolution and communication of any potential issues or misstatements.

Redwood City, CA9 days ago

Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. Job DetailsJob Location: Corporate Office Location - Redwood City, CA 94063Are you a San Mateo County Community College student looking for valuable workplace experience?.

New!

San Dimas, CAToday

$65,000–$150,000 Per Year

Manage our sales team by creating a sales plan for each sales representative, setting individual sales targets, assigning sales territories, and overseeing ongoing training programs to set the team up for success. New York Life provides world-class training and access to resources and support to build a successful career with an industry leader.

Oklahoma City, OK8 days ago

Full-time

The Patient Services Representative I coordinates schedules of patients in an outpatient clinic and provides clerical assistance toward the smooth operation of the facility. We know that a total benefits and compensation package, designed to meet your specific needs both inside and outside of the work environment, create peace of mind for you and your family.

Tucson, AZ30+ days ago

$21–$26 Per Hour
Full-time

You will play a key role in delivering an excellent digital service experience while ensuring compliance with security protocols and identifying opportunities to offer additional products and services. In this role, you will assist members primarily through electronic communication channels, providing timely and accurate support for account-related inquiries and transactions.

Everett, WA11 days ago

$23.84–$28.61 Per Hour

The Everett Branchis seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.

Chandler, AZ20 days ago

https://www.paycomonline.net/v4/ats/web.php/portal/2CDF214108C880FA17A213F5B114EEDC/jobs/290175 AZ CENTRAL TOP COMPANIES TO WORK FOR IN ARIZONA 2025! Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into computer records.

Charlotte, North Carolina11 days ago

Full-time

The Financial Services Producer works with lenders and financial institutions to provide financial services to dealership customers. Ability to effectively present information in one-on-one and small group situations to customers and other employees.

New!

East Brunswick, NJ4 days ago

$23–$24 Per Hour

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With a keen eye for detail and a passion for numbers, you will play a crucial role in maintaining our financial health and helping us achieve our strategic goals.

New!

Los Lunas, NM4 days ago

$50,000–$60,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for driving sales growth by identifying and pursuing business opportunities, building and maintaining relationships with clients, and providing expert advice and solutions to meet their financial needs.

Rocky Hill, CT8 days ago

Support individuals and families by phone, assisting them in connecting to childcare services and navigating the application process.??Serve people with customer service or contact center experience who enjoy helping families by phoneWork as an organized, detail-focused team member who can document cases and follow eligibility guidelinesManage a fast-paced environment, meet call and documentation goals, and provide caring, accurate supportBalance empathy with efficient problem-solving in a high-volume contact center setting. RequirementsWho This Role Is Great ForPeople with strong customer service or contact center experience who enjoy helping families by phoneDetail-oriented team players who can handle high call volumes, document cases, and follow eligibility guidelinesCustomer service professionals who enjoy helping others problem-solve(Bilingual preferred).

New!

Washington, DCToday

$20–$23 Per Hour

This is a contract to perm opportunity responsible for assisting members and potential members with their financial needs (via any member channel, i.e., phone, email, internet applications, tickets, chats), opens new accounts, takes loan applications, processes. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Uniondale, NY11 days ago

New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.

15 days ago

Remote

$45,000–$55,000 Per Year

Customer Support Representatives are the frontline of a company’s customer service, handling queries, complaints and providing general advice to customers. They are often the first point of contact and their main goal is to provide excellent customer service and help maintain a company’s reputation.

San Francisco, CA28 days ago

Remote

$60,000–$70,000 Per Year
Full-time
Employee

We are committed to helping working families secure reliable benefit programs that enhance long-term financial stability. Your role is to educate, answer questions, and guide them through a professional and supportive consultation experience, ensuring they feel informed and confident in their decisions.

San Antonio, TX28 days ago

Remote

$60,000–$70,000 Per Year
Full-time
Employee

For decades, our organization has been committed to serving working families by providing reliable benefits designed to create financial security and peace of mind. Your responsibility is to walk them through their available options, answer questions clearly, and provide a smooth, educational consultation experience.

New!

Chatsworth, CA4 days ago

$100,000–$145,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The Inside Sales / Account Manager is a fast-paced, customer-facing role combining inside sales, account management, and purchasing responsibilities within the fasteners business.

New!

St George, UT4 days ago

$17.66–$26.48

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. Responsibilities:Deliver Sales & Retention Results through Providing Exceptional Customer Service: Exceed or Meet Monthly Sales Goals of Strategic Products such as but not limited to, Voice, High Speed Data, TV , Mobile, and Internet Content Product Offerings through face to face and over the phone interactions.

San Jose, CA28 days ago

Remote

$60,000–$70,000 Per Year
Full-time
Employee

We are a growing organization dedicated to helping individuals and families access benefit programs that strengthen their long-term financial security. Our focus is on delivering honest guidance, maintaining professionalism, and ensuring every member we work with receives a supportive and positive experience.

Boston, MA19 days ago

Full-time
Employee

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Our client, a successful digital auto platform based in Boston, MA, is seeking a Product Support Representative to support the Consumer Support Operations team and will be responsible for handling escalated support issues.

New!

Montgomery, AL2 days ago

Develop metrics to track sales, analyze financial impact of sales changes, targets and annual sales volume; Coordinates, handles, and follow-up with customer inquiries, process purchase orders, provide quotes, guarantee returns, understand pricing cost by product and promote selling prices that maximize profits. Works closely with a cross-functional team that includes Operations, Engineering, Purchasing, Accounting, and Logistics/Materials team serving as a liaison with internal and external customers to ensure tracking, reporting, and expected product delivery is in accordance to Operations and business goals.

New!

Bloomington, ILToday

$49,000–$55,000 Per Year

The Integrated Support Services Coordinator plays a crucial role in ensuring the smooth functioning of office operations and reception activities within Chestnut’s Central Illinois facilities. This position requires adept leadership and organizational skills to supervise staff effectively while managing multiple tasks and maintaining a high level of professionalism.

New!

Harrisburg, PA2 days ago

$18–$20 Per Hour

Keywords: Financial Representative, Contract Monitoring , Procurement Support, Budget Oversight, Budget Analysis , Invoice Review , Microsoft Excel, Microsoft Office, Survey Tools, Research, Government Human Services , Medical Assistance Program , Long-Term Care, Project Support , Hybrid. Gather/organize long-term care program info for leadership and support project implementation.

Fresno, CA11 days ago

$60,000–$100,000 Per Year

Be able to ask probing questions to understand customer needs, overcome objections by recommending profitable solutions, explain our value-added services, ask for the order and close the sale. Additional Details:Additional responsibilities include supporting business development initiatives, overseeing branch operations and inventory management, and assisting with team development.

New!

Melville, NY3 days ago

$60,000–$100,000 Per Year

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

New!

San Antonio, TX2 days ago

Assess patients’ needs, including but not limited to, financial counseling, interpreter services, social services and refers to appropriate person or area. Performs a variety of complex administrative duties for patients in need of routine and/or urgent appointments, medical procedures, tests, and associated ancillary services in an ambulatory in/outpatient setting.

New!

New Braunfels, TX1 day ago

New!

San Antonio, TXToday

New!

Great Falls, MT1 day ago

$62,200–$101,000

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. With your proven track record in door-to-door sales, you’ll hit the ground running, introducing homeowners to cutting-edge fiber internet, TV, and phone services that transform how they live, work, and play.

New!

Sheboygan, WI6 days ago

$62,200–$101,000

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. With your proven track record in door-to-door sales, you’ll hit the ground running, introducing homeowners to cutting-edge fiber internet, TV, and phone services that transform how they live, work, and play.

St George, UT10 days ago

$62,200–$101,000

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. With your proven track record in door-to-door sales, you’ll hit the ground running, introducing homeowners to cutting-edge fiber internet, TV, and phone services that transform how they live, work, and play.

Jacksonville, FL11 days ago

$26–$26 Per Hour

Handle inbound customer calls regarding banking products, credit cards, lending, checking, and savings accounts . • Identify customer financial needs and recommend appropriate products and services .

New!

Manhattan, KSToday

What You'll Do: As an Ag Underwriting Customer Service Representative, you will: Ensure continuous growth of the company, providing quality service for the Ag Business Unit through prompt assistance and processing. We value a culture where integrity, teamwork, passion, service, leadership and accountability are at the heart of every decision we make and every action we take.

New!

Lincoln, RI1 day ago

$26–$26 Per Hour

This role is responsible for handling inbound customer inquiries, identifying financial needs, recommending appropriate products and services, and delivering an exceptional client experience. Educate clients on available financial products including checking accounts, savings accounts, credit cards, and lending solutions .

Lincoln, RI11 days ago

$26–$26 Per Hour

Support customers with credit cards, lending solutions, checking accounts, and savings accounts. Responsibilities: Assist clients through inbound calls regarding credit and short-term lending needs.

Orange, CA7 days ago

$40,000–$48,000 Per Year

Coordinates all registration functions necessary to ensure the processing of a clean claim including but not limited to obtaining and processing patient demographics, visit and financial information in a manner that facilitate maximum financial reimbursement and promotes premier customer service. See Sharp HealthCare Terms & Conditions at https://www.sharp.com/patient-rights-privacy/terms-of-use.cfm and Privacy Policy at https://www.sharp.com/patient-rights-privacy/privacy-practices.cfm and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.

New!

Twin Falls, ID1 day ago

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. Responsibilities:Engage with potential customers: Reach out to both new and existing prospects through door-to-door visits, networking, and referrals to inform them about TDS's voice, data, and television services within your assigned territory.

New!

St George, UT4 days ago

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. Responsibilities:Engage with potential customers: Reach out to both new and existing prospects through door-to-door visits, networking, and referrals to inform them about TDS's voice, data, and television services within your assigned territory.

New!

Pittsburgh, PAToday

$23–$26 Per Hour

A-Line Staffing is hiring a Financial Representative 2 – Intermediate to act as a team lead for a regional monitoring team supporting Office of Long-Term Living (OLTL) provider monitoring and waiver program reviews. This role involves on-site monitoring visits , interviews, data analysis, reporting, and coordinating trainings for providers and internal team members.

San Antonio, TX7 days ago

$55,000–$75,000

Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

Stand out to leading employers.

Upload your resume and let employers find you for new Financial Services Representative job openings. Plus, receive relevant job matches delivered straight to your inbox.

Create A Free Account

Financial Services Representative Jobs in the United States

Temporary part-time Financial Services Representative (Summer Employee) MONTERRA CREDIT UNION

Financial Services Representative Monterra Credit Union

Financial Services Representative MONTERRA CREDIT UNION

Financial Services Representative - Training Provided Lakeshore Financial Group

Customer Service Representative – Financial Services TTEC

Senior Customer Service Representative Jobot

Customer Service Representative Hajoca Corporation

Customer Service Representative Prodware Solutions

Customer Service Representative Chestnut Health Systems

Accounts/financial representative Pyramid Consulting, Inc

Temporary part-time Information Services Clerk MONTERRA CREDIT UNION

Financial Services Management Trainee New York Life - Greater Los Angeles

Pediatric Patient Services Representative - Radiology OU Medicine, Inc.

Member E-Services Representative Hughes Federal Credit Union

New Accounts Representative Heritage Bank

Customer Service Representative (Office and Administrative Support) First Credit Union

Financial Services Producer Hendrick Automotive Group Corporate

Accounts Receivable Representative Jobot

Sales Representative Jobot

Care4Kids Client Services Representative United Way of Connecticut Inc

Member Experience Representative Jobot

Financial Service Professional New York Life - Nassau County General Office

Customer Service Representative(Office and Administrative Support) PrideStaff

Customer Service Representative (Work From Home) AIL

Customer Service Representative (Remote) AIL

Inside Sales Representative Jobot

Consumer Sales Representative-Retail TDS Telecom

Customer Service Representative - Work From Home AIL

Customer Service Representative Beacon Hill Staffing Group

Customer Service Representative I (Intern) Kershaw Equipment L.L.C.

Integrated Support Services Coordinator Chestnut Health Systems

Hybrid Financial Representative A-Line Staffing Solutions LLC

Sales & Service Supervisor Hajoca Corporation

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Ambulatory Service Representative - Neurosurgery CHRISTUS Health

Ambulatory Service Representative - CardioVascular Surgery CHRISTUS Health

Ambulatory Service Representative - Ancillary General CHRISTUS Health

Sr Direct Sales Representative TDS Telecom

Senior Direct Sales Representative (Door to Door) TDS Telecom

Senior Direct Sales Representative TDS Telecom

Bilingual Spanish Customer Service Representative {170188} A-Line Staffing Solutions LLC

Ag Underwriting Customer Service Representative Farm Bureau Financial Services

Bilingual Banker CSR (Spanish/English) – Direct Hire A-Line Staffing Solutions LLC

Bilingual Customer Service Representative – Banking {170179} A-Line Staffing Solutions LLC

Access Service Representative - SRN Float Pool - Sharp HealthCare - Variable Shift - Per Diem SHARP HEALTHCARE

Entry Level Sales Representative TDS Telecom

Direct Sales Representative TDS Telecom

Financial Representative (Must live in certain counties in JD) A-Line Staffing Solutions LLC

Client Services Director Vaco LLC

Similar Job Searches