Financial Services Representative Jobs in the United States
New York Life
Lubbock, TX
Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long term care insurance, disability income insurance and investment products such as mutual funds through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance. Beyond this training and support, New York Life will equip you with the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.
Park Community Credit Union
$23 - $24
Lexington, KY
To follow the credit union's Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error. assist the member with their lending needs, to include educating and recommending lending products/services, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance.
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.
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.
Denham Resources
$17 - $18
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. Our client is looking for a Customer Service person with payroll or data entry experience to start ASAP.
LSI
Knoxville, TN
You will be responsible for protecting the account by ID verifying every caller (fraud prevention) along with answering and resolving a lengthy list of banking inquiries (not all inclusive): view and reconcile account and loan related inquiries, online banking issues, transfer funds, reorder checks, use third party platforms to resolve various issues (unblock debit cards, submit loan payments), view and explain why funds are on hold, and provide loan and deposit rates. Ability to meet the following metrics (not all inclusive): Monthly average talk time 7 minutes or less, Monthly average less than 12 minutes on chats, 98.5% or higher in-production status’s, Monthly average wrap up time 40 seconds or less, and Monthly average Quality Review score 85% or higher.
LSI
Elgin, IL
You will be responsible for protecting the account by ID verifying every caller (fraud prevention) along with answering and resolving a lengthy list of banking inquiries (not all inclusive): view and reconcile account and loan related inquiries, online banking issues, transfer funds, reorder checks, use third party platforms to resolve various issues (unblock debit cards, submit loan payments), view and explain why funds are on hold, and provide loan and deposit rates. Ability to meet the following metrics (not all inclusive): Monthly average talk time 7 minutes or less, Monthly average less than 12 minutes on chats, 98.5% or higher in-production status’s, Monthly average wrap up time 40 seconds or less, and Monthly average Quality Review score 85% or higher.
LSI
Albuquerque, NM
You will be responsible for protecting the account by ID verifying every caller (fraud prevention) along with answering and resolving a lengthy list of banking inquiries (not all inclusive): view and reconcile account and loan related inquiries, online banking issues, transfer funds, reorder checks, use third party platforms to resolve various issues (unblock debit cards, submit loan payments), view and explain why funds are on hold, and provide loan and deposit rates. Ability to meet the following metrics (not all inclusive): Monthly average talk time 7 minutes or less, Monthly average less than 12 minutes on chats, 98.5% or higher in-production status’s, Monthly average wrap up time 40 seconds or less, and Monthly average Quality Review score 85% or higher.
Cook County Treasurers Office
$65000 - $86500
Chicago, IL
Provide accurate information derived from a variety of records on taxes, legal property descriptions, tax sale, and other matters of major importance in tax projects many of which involve complicated and extensive examining, searching, recording, computing and reporting activities. Thorough knowledge of general clerical procedures involved in tax record work and special knowledge of procedures related to examining records for tax data, reporting and recording results and in computing interest, fees, penalties and other costs.
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.
Hajoca Corporation
$21 - $27
Los Angeles, CA
Our ideal candidate will also: • 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. • 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.
Hajoca Corporation
Houston, TX
Our ideal candidate will also: • 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. • 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.
Usb (Union Savings Bank)
Danbury, CT
The Bilingual Senior Service Representative provides direct customer service satisfying customer banking needs to include accurately handing service transactions (deposits, withdrawals, etc.) in accordance with bank policies and procedures while seeking sales/referral opportunities. Apply Now: https://recruiting.ultipro.com/UNI1073USB/JobBoard/bf49de4f-0373-d9e2-6ac9-fd2c978feef5/OpportunityDetail?opportunityId=63392b49-43ff-4059-8dcc-aa8b348642e7.
GTT
Nanuet, NY
Required to support multiple Patient Service Center and in-office locations as neededPosition SummaryThe Patient Services Representative II (PSR II) serves as the face of the organization to patients and plays a critical role in specimen collection and patient experience. This position is responsible for drawing high-quality blood samples, preparing specimens for testing, and ensuring a professional, safe, and compassionate environment while maintaining confidentiality and accuracy of patient information.
GTT
Fort Lee, NJ
This role is responsible for drawing quality blood samples, preparing specimens for laboratory testing, and delivering a safe, accurate, and professional patient experience while maintaining confidentiality and process excellence. Serving millions of patients and healthcare providers worldwide, they are committed to a healthier world, inclusive care, and building value for all stakeholders.
GTT
Woodland Park, NJ
Leveraging the world’s largest clinical laboratory database, the organization delivers insights to identify and treat diseases, promote healthy behaviors, and improve healthcare management for millions of patients and providers worldwide. Job Number:26-00987Job Description:The Patient Services Representative II (PSR II) is a patient-facing professional responsible for performing high-quality phlebotomy and specimen processing while delivering exceptional customer service.
Taylor Made Connections
$50000 - $55000
Valparaiso, IN
We represent Frontier, a global technology leader, and we are looking for a Customer Service Representative who can utilize client retention strategies to build lasting brand loyalty. Ambition to grow: We want a Customer Service Representative candidate who is ready to leverage their skills to attain upward career elevation within the company .
Chestnut Health Systems
$16 - $17
Granite City, IL
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. This full-time 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.
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.
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.
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.
Company Confidential
$18 - $19
Millersville, MD
This position entails answering incoming telephone calls which include some data entry, answering questions and concerns, documenting calls, updating database records and assisting in processing paper correspondence. We are a growing medical billing and financial management company, providing full service medical billing, coding and accounting services for hospital based physicians since 1997.
University of Illinois Foundation
$38000 - $45000
Champaign, IL
Acts as liaison with others and performs various reporting and organizing tasks such as updating constituent records, completing budgeting tasks for the department, ordering supplies, and maintaining departmental communications. You'll be inspired daily in our state-of-the-art, environmentally conscious workspace - a stunning LEED-certified building featuring contemporary amenities including an on-site wellness center and café with healthy dining options.
Chestnut Health Systems
$16 - $17
Hillsboro, MO
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. Promote the recovery model of treatment including trauma-informed care, hope, respect, empowerment, health/wellness, and spirituality/connectedness.
Beacon Hill Staffing Group, LLC
Philadelphia, PA
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.
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.
Spade Recruiting
$50000 - $60000
San Diego, CA
In this role, you will work directly with union members and their families, helping them understand programs designed to provide financial protection and security. We are seeking motivated, people-oriented individuals who are interested in building a long-term career within a supportive, well-structured environment.
Revolution Company
$20 - $24
Oakdale, MN
Our customer service team plays a vital role in helping customers and partners succeed, while contributing to solutions that make a difference for people and the planet. Our unique, circular approach results in sustainable products and services that effectively meet the needs of businesses today, while helping prepare them for tomorrow.
Iowa State Bank
$39000 - $44000
Algona, IA
Greet and assist walk-in customers, vendors and visitors; answer incoming calls and route inquiries to appropriate staff while providing accurate and timely responses. Responsible for performing various financial transactions while delivering exceptional customer service, the Customer Service Representative serves as a trusted resource for customer needs.
GTT
Carol Stream, IL
This role focuses on efficient and effective order management to ensure on-time and complete shipments by monitoring customer requirements, resolving issues, and coordinating closely with manufacturing and distribution teams. Serves as the customer’s advocate for Vehicle Group North America customers, ensuring superior levels of customer service and order management for assigned accounts.
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.
GEICO
$21.88 - $34.6
Kings Park, NY
Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate’s work experience, education and training, the work location as well as market and business considerations.
GEICO
Fredericksburg, 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.
Heritage Bank
$23.84 - $28.61
Shoreline, WA
The ShorelineBranchis 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.
Schwartz Brothers Restaurants
$23 - $28
Renton, WA
Schwartz Brothers Restaurants is a locally owned and operated, innovative business with strong community involvement, offering our guests consistent high-quality products and service at a fair value. We are committed to controlled growth within the Pacific Northwest and believe that we can achieve our financial goals through managing our restaurants, catering, and production facilities with carefully selected, qualified, and trained personnel.
GEICO
$27 - $35.61
Dallas, TX
Workplace Flexibility: After completing a comprehensive 4-month in-office training and orientation, transition to a hybrid work model with the best of both worlds—spend 80% of your time in the office and 20% working remotely. Product Knowledge: Maintain a thorough understanding of GEICO’s insurance products to effectively assist customers and identify opportunities for cross-selling or up-selling.
Central Research
Hendersonville, TN
We're currently seeking Bilingual (Spanish/English) Customer Service Representatives who are dedicated, detail-oriented, and ready to make a real impact-all from the comfort of their own home. Bilingual Spanish Customer Service Representative (Remote) Location: Remote - Mustreside within a 75-mile radius of a CRI deployment facility in Martinez, GA, Lowell, AR, Hendersonville, TN.
Sarasota County Government
SARASOTA, FL
Manage proactive assessments of fraud awareness, prevention, detection, and risk mitigation activities in the area of responsibility; oversee financial, compliance, operational, and performance audits; review audit findings and ensure appropriate controls are established and implemented. About Everything Else: Pay Range Starting at: $75,233.00Our interview process could include phone interview(s), Microsoft Teams video interview(s), and/or in-person interview(s).If you are selected to join our team, please click on this link to review the Required First Day Documents.
CHRISTUS Health
San Antonio, TX
Specialized care includes orthopedic and surgical services, ICU, women’s services, a newborn nursery, comprehensive cardiovascular care from diagnostics to open heart surgery, vascular lab, sleep center, emergency services, the CHRISTUS Weight Loss Institute, wound care, rehabilitation, and more. The campus also boasts an Outpatient Imaging Center and three medical plazas, one of which houses our CHRISTUS Santa Rosa Family Medicine Residency Program and CHRISTUS Santa Rosa Family Health Center.
GEICO
$27.29 - $34.24
Largo, FL
Workplace Flexibility: After completing a comprehensive 5-month in-office training and orientation, transition to a hybrid work model with the best of both worlds—spend 80% of your time in the office and 20% working remotely. Product Knowledge:Maintain a thorough understanding of GEICO’s insurance products to effectively assist customers and identify opportunities for cross-selling or up-selling.
GTT
Framingham, MA
The HR Service Center Representative serves as the primary resource for all U.S. and Puerto Rico Associates contacting HR Shared Services. All associate interactions must be handled in a professional and confidential manner, with accurate documentation maintained in the case management system.
Trupiano Agency
$30000 - $100000
Knoxville, TN
Look no further, at the Trupiano Agency we empower our clients by offering them products to help secure their financial future and protect them from unexpected expenses. Join us in protecting lives and leaving a legacy that you can be proud of.
GEICO
$19.06 - $23.82
Sahuarita, AZ
Esta oportunidad es ideal para personas que valoran el aprendizaje continuo, ya que nuestros Representantes de Servicio al Cliente tienen el desafío constante de aprender y expandir su conocimiento de la industria de seguros y nuestra compañía. Si te gusta trabajar en un entorno con un ritmo acelerado, y deseas ayudar a nuestros clientes con sus necesidades de seguro, esta es tu oportunidad para formar parte de un equipo excepcional.
Ethos Veterinary Health
$15 - $18
San Antonio, TX
As the premier network of over 140 specialty and emergency hospitals across North America, Ethos brings together a dedicated community of more than 1,500 specialized doctors providing care for nearly 2 million pets annually. The integrated and collaborative network of veterinary professionals utilize state-of-the-art technology and a scientific, evidence-based approach to deliver compassionate, unparalleled care and rewarding careers.
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.
CHRISTUS Health
New Braunfels, 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.
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.
Raising Cane's
$16
Coeur d'Alene, ID
Whether you have previous experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive-thru cashier or any other restaurant or service-oriented role - we have a position for you. Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter’s Insurance, and ID Theft Protection.