950 financial representative jobs found

This position is responsible for performing secretarial, reception, and initial patient needs assessment functions. Provides outstanding customer service and ensures a smooth patient flow process by providing services in admissions, financial counseling, billing, scheduling patients, paperwork completion, basic explanation of procedures, making of appointments, and conducts registration. Explains and obtains signatures on forms such as registration, medical history, HIPAA, Financial Agreement and Surgical/Procedure Consents. Receives referrals from physicians, obtains authorizations and calls insurance plans for verifications. At time of service is able to receipt cash and record accurately as well as enter charges and perform charge reconciliation. Answer telephone calls from external as well as internal customers with professionalism and care. Utilizes special knowledge, judgment and skills necessary to provide above average customer/patient care. Essential Functions...

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. 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...

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. 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...

Full Time Financial Services Representative – Bozeman Branch. Responsible for opening, maintaining accounts and assessing member needs to recommend appropriate products/services. Will also work with certificates, IRAs, life insurance claims. Must be detail oriented, along with excellent communication skills. Lending experience preferred. Send a letter of interest and resume to skyhr@skyfcu.org.

For years, Retirement Education Partners (REP) has advised clients in multiple aspects of life insurance and retirement plan solutions. We provide a total retirement solution through our retirement planning services. Our office is located in Jasper, TX. Financial Sales Representatives: This is a full-time, in-office, and travel position. The REP Financial Sales Representative will service new and existing client accounts and perform sales and service functions of existing client policies. Duties & Responsibilities of REP Financial Sales Representative: Manage assigned client base with REP to establish rapport and develop more in-depth relationships with the clients. Prepare and submit various applications and forms to our financial institution partners. Generate and pursue new client account opportunities. Maintain quick communication with clients via email/text/voice. Maintain awareness of product changes, tax-code updates, and changes with various carriers. Plan,...

The Customer Service Representative provides efficient and accurate services to customers including, but not limited to, processing loan applications, daily transactions, delinquency management, and loan solicitations. They also profile new and existing customers to suggest and open quality loan accounts, control delinquency, and refer loan opportunities to the respective branch. Below is a list of essential job functions . Additional responsibilities may be assigned in the position. PROVIDE ENHANCED CLIENT SERVICE Recommend quality loans for approval, as measured by delinquencies and other contributory factors. Discover customer needs, develop solutions, and implement plans to meet and exceed customer goals and expectations. Follows up with existing customers to ensure satisfaction and generate potential opportunities. Actively promote and market Holiday Financial products and services within the Corporation's sales vision. Manage loan security interests of the...

Hanmi Bank SUMMARY The Financial Services Representative is responsible for providing the bank's customers with personalized banking and new accounts services by performing the following duties. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA(Gramm-Leach-Briley Act) , Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd–Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Evaluates needs of potential customers...

The Customer Service Representative provides efficient and accurate services to customers including, but not limited to, processing loan applications, daily transactions, delinquency management, and loan solicitations. They also profile new and existing customers to suggest and open quality loan accounts, control delinquency, and refer loan opportunities to the respective branch. Below is a list of essential job functions . Additional responsibilities may be assigned in the position. PROVIDE ENHANCED CLIENT SERVICE Recommend quality loans for approval, as measured by delinquencies and other contributory factors. Discover customer needs, develop solutions, and implement plans to meet and exceed customer goals and expectations. Follows up with existing customers to ensure satisfaction and generate potential opportunities. Actively promote and market Holiday Financial products and services within the Corporation's sales vision. Manage loan security interests of the...

Hanmi Bank SUMMARY The Senior Financial Services Representative is responsible for developing and managing retail banking relationships in accordance with the Bank’s core values and prescribed sales process. Position identifies all financial services needs and refers to business/commercial, and other banking partners to meet client needs. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA(Gramm-Leach-Briley Act) , Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd–Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to...

The Customer Service Representative provides efficient and accurate services to customers including, but not limited to, processing loan applications, daily transactions, delinquency management, and loan solicitations. They also profile new and existing customers to suggest and open quality loan accounts, control delinquency, and refer loan opportunities to the respective branch. Below is a list of essential job functions . Additional responsibilities may be assigned in the position. PROVIDE ENHANCED CLIENT SERVICE Recommend quality loans for approval, as measured by delinquencies and other contributory factors. Discover customer needs, develop solutions, and implement plans to meet and exceed customer goals and expectations. Follows up with existing customers to ensure satisfaction and generate potential opportunities. Actively promote and market Holiday Financial products and services within the Corporation's sales vision. Manage loan security interests of the...

The Customer Service Representative provides efficient and accurate services to customers including, but not limited to, processing loan applications, daily transactions, delinquency management, and loan solicitations. They also profile new and existing customers to suggest and open quality loan accounts, control delinquency, and refer loan opportunities to the respective branch. Below is a list of essential job functions. Additional responsibilities may be assigned in the position. PROVIDE ENHANCED CLIENT SERVICE Recommend quality loans for approval, as measured by delinquencies and other contributory factors. Discover customer needs, develop solutions, and implement plans to meet and exceed customer goals and expectations. Follows up with existing customers to ensure satisfaction and generate potential opportunities. Actively promote and market Holiday Financial products and services within the Corporation's sales vision. Manage loan security interests of the branch...

Bankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited...

Bankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited...

Position Overview Looking for a part-time job that provides meaningful work and competitive compensation? Consider a position in a State Farm Agent's office. Responsibilities Establish customer relationships and follow up with customers, as needed. Work with the agent to establish and meet marketing goals. As an Agent Team Member, you will receive... Hourly pay plus commission/bonus Flexible hours Requirements Able to learn computer functions Banking experience preferred Series 6 and 63 (must be able to obtain) Mortgage License (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are...

Canandaigua National Bank & Trust Co General Responsibilities Responsible for working as an active member of the Branch Office sales/service team; complying with operating policies and procedures and outside regulatory requirements established for the Retail Services function; developing customer relationships in order to take advantage of additional selling and cross-selling opportunities; communicating with management and staff personnel with respect to sales objectives, sales performance, and other factors affecting the sales/service effort; preparing various forms and reports and providing information. Essential Duties Works as an active member of the Branch Office sales/service team as follows: Solicits new business from present and prospective customers; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities. Provides sales information on a timely basis in order that...

Central One Federal Credit Union JOB STATUS: Non-Exempt REPORTS TO: Assistant Member Support Manager SUPERVISES: None PRIMARY FUNCTIONS: Assist members with savings products and services. Perform a variety of duties promoting and selling all Credit Union (COFCU) services to new and existing members. SCHEDULE: Generally, 20 hours per week consisting of a variable schedule Monday – Friday (8:00AM – 6:00PM) and every other Saturday (8:30AM – 1:00PM). Position eligible for hybrid work arrangement upon completion of in-office training period. DUTIES and RESPONSIBILITIES: Answer incoming phone calls, handling member withdrawals, transfers and inquiries in an efficient and professional manner. Support COFCU's basic savings products, services and policies Open new accounts following the procedures, policies and guidelines for the applicable account type Perform BSA compliance duties as required in the Credit Union BSA Policy. Promote and cross-sell all...

Central One Federal Credit Union JOB STATUS: Non-Exempt REPORTS TO: Assistant Member Support Manager SUPERVISES: None PRIMARY FUNCTIONS: Assist members with savings products and services. Perform a variety of duties promoting and selling all Credit Union (COFCU) services to new and existing members. DUTIES and RESPONSIBILITIES: Answer incoming phone calls, handling member withdrawals, transfers and inquiries in an efficient and professional manner. Support COFCU's basic savings products, services and policies Open new accounts following the procedures, policies and guidelines for the applicable account type Perform BSA compliance duties as required in the Credit Union BSA Policy. Promote and cross-sell all credit union products and services; encourage new credit union membership Provide basic information and counseling to members on COFCU savings and loan products, services and policies Make referrals to appropriate Personal Financial Representatives,...

Overview: The US Oncology Network believes local cancer care is better care and in 2017 Vantage Oncology joined The US Oncology Network. The US Oncology Network empowers the delivery of advanced integrated cancer care through our network of independent physicians who share expertise and resources to provide quality, value-based care close to home. Our clinical and business support capabilities, expertise and industry-leading technologies keep local practices at the forefront of high quality, efficient care delivery while enabling practice success, quality of life and financial security for physicians. The US Oncology Network has 1,400 affiliated physicians, 400 locations across the United States and 800,000 patients treated annually We have an immediate opening for a Full Time Certified Dosimetrist to join our team! Salary Range : $103,583- $176,022 Scope: In collaboration with the radiation oncologist and medical physicist, use critical thinking and problem solving skills to...

Position starts at $17.00 per hour along with annual merit increases and production bonuses. All team members are eligible for a variety of career development and skill training classes at no cost and can enjoy a generous team member discount. Full time team members are also eligible for medical, dental, and vision insurance along with paid time off. SUMMARY Assists with the operation and management of a retail outlet by performing the following duties. ESSENTIAL DUTIES AND RESPONSIBILITIES are listed below in order of importance, from most important to least important. Supervises store personnel and store activities in the absence of/and at the direction of the Store Manager or Assistant Manager; see Supervisory Responsibilities below. Opens and closes the retail store and performs all administrative and clerical duties including making bank deposits and securing the building at the direction of the Store Manager and in accordance with established guidelines. Issues refunds...

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now!Compensation: $70,000 at plan commission Responsibilities: Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business Aid policyholders with the insurance claims process while supervising the progress of current insurance claims Identify new client insurance needs,...