Financial Services Representative MONTERRA CREDIT UNIONFinancial Services RepresentativeEast Palo Alto, CA$22–$25 / hourResponsible 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.
NewFinancial Services Representative CommonWealth Central Credit UnionFinancial Services RepresentativeSan Jose, CA$27.25–$34.05 / hourAs a Financial Services Representative, your major responsibilities will include: Ensure fulfillment of members' financial needs through discussions of financial wellness. Additionally, individuals in this position must satisfy all requirements to become an endorsee of the Credit Union's State of California's Credit Insurance Business Entity License.
NewFinancial Services Representative - Rush University Medical Center - Chicago Skills for ChicagoFinancial Services Representative - Rush University Medical Center - ChicagoChicago, ILTo be eligible for Skills for Chicago services, candidates must reside in Illinois or Indiana, be authorized to work in the United States, and be either unemployed or underemployed. Working with local and global companies, Skills brings opportunities to neighborhoods and municipalities throughout the Chicagoland area.
NewCustomer Service Representative (Financial Services) TEKsystemsCustomer Service Representative (Financial Services)Minneapolis, MN$20–$23 / hourOverview A leading financial services organization in Minneapolis is seeking Customer Service Representatives to support Financial Professionals by providing guidance on products, policies, procedures, and account-related inquiries. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed.
NewFinancial Services Customer Service Representative TEKsystemsFinancial Services Customer Service RepresentativeAlpharetta, GA$19.50–$21.50 / hourWe’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
NewSales Development Representative - Financial Services Neil Jesani WealthSales Development Representative - Financial ServicesFort Lauderdale, FLnCompany Description Neil Jesani Wealth Management, LLC is a premier boutique financial advisory firm serving an exclusive clientele of high-net-worth individuals, including Fortune 500 executives, entrepreneurs, physicians, and business owners. Neil Jesani Wealth Management, LLC is a premier boutique financial advisory firm serving an exclusive clientele of high-net-worth individuals, including Fortune 500 executives, entrepreneurs, physicians, and business owners.
Customer Service Representative Hajoca CorporationCustomer Service RepresentativeNorth Chelmsford, MA$20–$26 / hourBe 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.
NewFinancial Customer Service Representative TEKsystemsFinancial Customer Service RepresentativeSpokane, WAWe’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Proactively assessing client’s service needs, resolving inquiries, providing account information, and performing a variety of transactions on the client’s behalf.
Managing Director - Financial Services Vaco LLCManaging Director - Financial ServicesTucson, AZ$100,000–$125,000 / yearDetermining 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.
NewSenior Customer Service Representative JobotSenior Customer Service RepresentativeFresno, CA$23–$26 / hourInformation 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.
Inside Sales & Service Representative Hajoca CorporationInside Sales & Service RepresentativeRichmond, VABe 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.
Member Services Representative / Teller Sparks GroupMember Services Representative / TellerWashington, DC$20–$21.50 / hourResponsibilities : Provide a variety of services for members including receiving deposits and loan payments, cashing checks, issuing savings withdrawals, recording mail deposits, selling cashier's checks and traveler's checks in person or via phone, mail or email. Cross-sell credit union products by answering inquiries, informing members of new services and product promotions, ascertaining members' needs.
NewPart Time Patient Services Representative Associate UnitedHealth GroupPart Time Patient Services Representative AssociateFaribault, MN$16–$29 / hourSee United Healthcare Privacy Policy at https://www.unitedhealthgroup.com/privacy.html and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
NewPatient Access Representative (Financial Counselor) UnitedHealth GroupPatient Access Representative (Financial Counselor)Bangor, ME$17.98–$32.12 / hourThe Financial Counselor primary function is to ensure a constant and reliable cash flow, maximize revenue collections, minimize Accounts Receivable losses (bad debt) and promote excellent public relations. See United Healthcare Privacy Policy at https://www.unitedhealthgroup.com/privacy.html and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
NewPatient Financial Counselor Insight GlobalPatient Financial CounselorRichardson, TXContractorThe ideal candidate would educate patients on what services are covered by insurance, copays, deductible, and out of pocket costs by working with the Pre-Service Coordinators to gather patient information prior to appointments. This representative would work with patients to create payment schedules and provide resources for financial assistance for out-of-pocket costs.
NewPatient Services Representative UnitedHealth GroupPatient Services RepresentativeRock Hill, NY$16.15–$28.80 / hourDiscusses balances due, including past balance, co-payments, co-insurance and deductibles, referring to Patient Accounts as necessary; takes responsibility for collecting and posting payments from patients at time of service via check, money order or credit card in compliance with our policies and procedures. See United Healthcare Privacy Policy at https://www.unitedhealthgroup.com/privacy.html and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
NewClient Processing Associate (Financial Services) TEKsystemsClient Processing Associate (Financial Services)Colorado Springs, COInstead, you'll be reviewing complex client requests, applying company policies and procedures, identifying potential risks, and making informed decisions that directly impact client accounts and experiences. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed.
Customer Service Coordinator StefaniniCustomer Service CoordinatorSpringdale, ARTemporaryContractorOur presence is in countries like the Americas, Europe, Africa, and Asia, and more than 400 clients across a broad spectrum of markets, including financial services, manufacturing, telecommunications, chemical services, technology, public sector, and utilities. The Stefanini Group is a global provider of offshore, onshore and near shore outsourcing, IT digital consulting, systems integration, application, and strategic staffing services to Fortune 1000 enterprises around the world.
New Accounts Representative Heritage BankNew Accounts RepresentativePuyallup, WA$23.84–$28.61 / hourThe Canyon Rd Branch is seeking a n ew 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.
Customer Service Estimator StefaniniCustomer Service EstimatorSpringdale, ARTemporaryContractorOur presence is in countries like the Americas, Europe, Africa, and Asia, and more than 400 clients across a broad spectrum of markets, including financial services, manufacturing, telecommunications, chemical services, technology, public sector, and utilities. The Stefanini Group is a global provider of offshore, onshore and near shore outsourcing, IT digital consulting, systems integration, application, and strategic staffing services to Fortune 1000 enterprises around the world.