Financial Services Representative Jobs in the United States

Monterra Credit Union

$20 - $22

REDWOOD CITY, CA

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.

TTEC

Charlotte, NC

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.

Enterprise Bank and Trust

Los Alamos, NM

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.

Lakeshore Financial Group

$75000 - $100000

Chicago, IL

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.

Hajoca Corporation

$33.65 - $38.46

Alexandria, VA

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, and customer contact files, and to analyze customer data.

Denham Resources

$20 - $26

FRESNO, CA

Send your resume in MS Word format to Fabrizia Smith, Fabrizia@denham.net or call (559) 222.5284 if you have any questions. Are you looking for a full time job with advancement potential in a beautiful office in North Fresno? .

A-Line Staffing Solutions LLC

$58240

Rio Rancho, NM

We are seeking a highly motivated, bilingual (Spanish/English) Customer Service & Financial Solutions Representative to assist clients with their credit and short-term lending needs. This role focuses on delivering exceptional service, identifying opportunities to help clients achieve their financial goals, and offering tailored banking solutions.

Chestnut Health Systems

$16 - $17

Bloomington, IL

Present a courteous, respectful, and professional demeanor to clients, visitors, and other staff during normal business operations and while assisting clients and their families through intake for services. 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.

Simply Solar

Petaluma, CA

Identify, target, and engage prospective referral and service partners including: roofing contractors needing solar removal & reinstallation (R&R) services, real estate agents and brokers requiring solar inspection and disclosure reports, solar finance and lending companies needing service support for their portfolios, property management companies overseeing homes or commercial properties with solar, and HOAs, home warranty companies, and insurance adjusters. Prepare accurate, professional quotes for all service work including: solar system removal & reinstallation for roofing projects, system troubleshooting, diagnostics, and repairs, battery storage additions (Enphase, Tesla Powerwall, Franklin, etc.), system expansions and panel add-ons, and real estate solar inspection and production reports.

Chestnut Health Systems

$16 - $17

Belleville, IL

This PRN role is often the first point of contact for clients and visitors and plays a key role in creating a safe, welcoming, and respectful environment while supporting efficient clinic operations. Since 1973, Chestnut has grown to more than 800 committed, compassionate employees providing substance use, mental health, and primary care treatment to patients in Illinois and Missouri.

Chestnut Health Systems

$16 - $17

Hillsboro, MO

This PRN role is often the first point of contact for clients and visitors and plays a key role in creating a safe, welcoming, and respectful environment while supporting efficient clinic operations. 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.

Chestnut Health Systems

$16 - $17

Bloomington, IL

Excellent opportunity for an experienced Customer Service Representative who has compassion for those needing help, who takes professional satisfaction in supporting co-workers, and who thrives in an environment that involves a variety of tasks. Schedule appointments based on medical needs, gather medical concern information, determine need for nurse triage per red flag protocols, and coordinate triage when necessary.

Insight Credit Union

$23.55

Winter Springs, FL

A Virtual Services Representative will assist existing and potential members with establishing new memberships and shares, accepting and processing consumer loan applications to completion, assessing member needs through using consultative and needs based discussions to recommend, fulfill and referral to Insight partners additional Insight Credit Union solutions. Inbound and outbound interactions with members and potential members will occur through multiple channels including telephone, video, chat, web-based software, email, and future digital channels.

Endeavor Health

$19.89 - $28.84

Glenview, IL

Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) - all recognized as Magnet hospitals for nursing excellence. • Confirms referral requirements for individual plans and works with referring physician offices as needed to obtain referrals for all scheduled services, including referrals for additional office visits.

Endeavor Health

$19.89 - $28.84

Arlington Heights, IL

Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) - all recognized as Magnet hospitals for nursing excellence. • Performs related duties as assigned including, but not limited to, filing, assisting patients to complete the computerized rehab outcome database, sorting mail, photocopying information, replenishing supplies and organizing/cleaning/disinfecting work area before shift completion, and performing next day set-up, including appointment confirmation, pre-registrations, and chart prep.

GEICO

Fredericksburg, VA

Under direct supervision, LEARNS processes for identifying, triaging and delivering solutions for sales and service inquiries related to Commercial Business-to-Business Relations via telephone calls associated with Commercial Truck Insurance. You’ll be the first contact for agents and their customers: answering coverage and underwriting questions, supporting policy changes, and providing troubleshooting support for both sales and service functions.

Endeavor Health

$19.89 - $28.84

Buffalo Grove, IL

Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) - all recognized as Magnet hospitals for nursing excellence. Performs related duties as assigned including, but not limited to, filing, assisting patients to complete the computerized rehab outcome database, sorting mail, photocopying information, replenishing supplies and organizing/cleaning/disinfecting work area before shift completion, and performing next day set-up, including appointment confirmation, pre-registrations, and chart prep.

Jobot

$23 - $26

Fresno, CA

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.

GreenState Credit Union

$17.39 - $20.33

Iowa City, IA

Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served.

Hajoca Corporation

Lafayette, LA

Although Hajoca is a large company, we work in a decentralized environment where each of our locations, called Profit Centers (PCs), is run by the Profit Center Manager as if it were their own small business. In addition to our generous compensation package, Hajoca also offers: Full-time benefits (for team members working 30 or more hours per week): Medical, dental, vision, and prescription coverage.

Spade Recruiting

$50000 - $60000

Nashville, TN

In this role, you’ll work directly with union members and their families, helping them better understand benefit programs designed to protect their financial well-being. It offers the flexibility of working from home while building strong communication skills and gaining valuable professional experience in a structured, supportive environment.

Spade Recruiting

$50000 - $60000

Dallas, TX

In this role, you’ll connect directly with union members and their families to help them better understand benefit programs designed to support their financial security. We’re looking for driven, people-focused individuals who want to grow within a stable, well-supported organization.

Farm Bureau Financial Services

West Des Moines, IA

The Director Financial Services Sales is responsible for recruiting, developing, and leading a team of life, annuity, investment, and fiduciary professionals, including Wealth Management Advisors (WMAs) and Wealth Management Consultants (WMCs). We do this through value‑based work, demonstrating service, integrity, leadership, teamwork, accountability, and passion in all touch points with client members, employees, agents, and vendors.

Hendrick Automotive Group

Merriam, KS

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.

Partners Bank

Limerick, ME

Working within established operational policies, procedures and protocols, the individual will be responsible for business development activities from new and existing customers through the sale and service of all deposit products and related services. Develop quality referrals to others for a variety of products and services such as residential mortgages, consumer loans, small business loans, investments, etc.

Vaco LLC

$55000 - $75000

San Antonio, TX

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.

Nucor

Cincinnati, OH

Our parent company Nucor Corporation is a Fortune 150 company, known for being North America’s leader in designing, manufacturing, and recycling steel and steel products with a history of long-term sustainability and stability. Nucor Logistics Group, a newly formed division of Nucor Corporation, is seeking applicants for our Truck Services team at our division headquarters in Cincinnati, Ohio.

USAA

$43750 - $44750

Phoenix, AZ

Effectively operate in a fast-paced, high-volume, contact center environment taking back-to-back calls and navigating multiple systems and programs while maintaining an engaging member interaction that occurs across multiple communication channels. Our comprehensive, fully paid four-month training program includes all training materials, licensing costs, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our members independently.

United Way of Connecticut Inc

$20

Rocky Hill, CT

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. Supportive, inclusive, mission-driven workplace??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).

TDS Telecom

$17.66 - $26.48

Great Falls, MT

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.

Endeavor Health

$19.89 - $28.84

Yorkville, IL

Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) - all recognized as Magnet hospitals for nursing excellence. Endeavor Health is a fully integrated healthcare delivery system committed to providing access to quality, vibrant, community-connected care, serving an area of more than 4.2 million residents across six northeast Illinois counties.

Heritage Bank

$23.84 - $28.61

Freeland, WA

The FreelandBranchis 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.

Atrium

$25 - $30

Brick Township, NJ

The Financial Aid Representative will be a key member of the student services team, responsible for assisting students and families with financial aid applications, documentation, and compliance. Responsibilities of the Financial Aid Representative: Provide guidance to students and families regarding financial aid options, including grants, loans, and scholarships.

Thoroughbred Advisors - National Life Group

Latham, NY

Thoroughbred Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity.

BNY

Houston, TX

In this role, you’ll make an impact in the following ways: Serves as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Beacon Hill

$22 - $25

Chicago, IL

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 niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

SLO CREDIT UNION

$45000 - $55000

San Luis Obispo, CA

As a small but mighty organization serving all of San Luis Obispo County, we take pride in building real relationships with our members and supporting the community we call home. With our single-location model, you’ll gain hands-on experience across a wide range of skills, making every day dynamic and rewarding.

AIL

$60000 - $70000

San Antonio, TX

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.

AIL

$60000 - $70000

San Francisco, CA

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.

Percepta

Asheville, NC

Promptly process and answer/resolve customer inquiries, concerns or technical questions, determine the appropriate actions based upon job aids, research, and existing desktop solution tools and taking the appropriate action with utmost priority, speed, and accuracy to ensure service level metrics are achieved and excellent service is provided. Ensure that all customer contacts are properly logged into the CRM tool to allow for an accurate historical view of customer contacts manage follow-up log and audit documentation of customer files.

BNY

Lake Mary, FL

Uses strong communication skills to engage in challenging conversations with internal stakeholders and complex external clients in order to support an accurate data-gathering process and resolve any open issues. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Percepta

Melbourne, FL

The ideal candidate will have a high level of problem-solving skills, focusing on meeting customer needs through assumptive sales strategies and providing incentives to customers to increase purchases. As an Automotive Customer Service Representative working on-site in Melbourne, Florida, you'll be a part of creating and delivering amazing customer experiences while also enjoying the satisfaction of being part of a unique culture.

GEICO

$20.65 - $25.81

Virginia Beach, VA

Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year.

Chestnut Health Systems

$49000 - $55000

Bloomington, IL

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.

CornerStone Staffing

$17.82

Dallas, TX

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from CornerStone and its affiliates, and contracted partners. Role Impact: This temporary position supports daily lobby operations during a period of staffing shortage.

GEICO

$19.06 - $23.82

Sahuarita, AZ

Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year.

Vaco LLC

$185000 - $215000

preston, RI

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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Avis Budget Group

$63000 - $77000

Irving, TX

As a Fortune 500 company, we provide you with best-in-class benefits including a base salary plus unlimited commission potential with no draw, and training and career pathing in case you want to explore other areas of our business. Our simplified one-price model and our unique Ultimate Test Drive experience helps you close the deal—and did we mention you’ll have a wide range of inventory across all makes and models at your disposal? .

CHRISTUS Health

San Antonio, TX

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.