5,225 Results for

Financial Services Representative Jobs in the United States

Jobs

East Palo Alto, CA16 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.

Charlotte, NC8 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!

Chicago, IL5 days ago

$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.

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, MA14 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.

New!

Fredericksburg, VA1 day ago

Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. Our paid training program lasts approximately 5 months and is designed to help you build the skills needed for success in the Customer Service Representative role.

New!

Belleville, IL2 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. 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.

Denver, CO7 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.

New!

San Diego, CAToday

$20.86–$32.05

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.

Boston, MA9 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!

Naperville, ILToday

$19.89–$28.84 Per Hour

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.

New!

San Dimas, CA4 days ago

$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.

Chandler, AZ10 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.

Iowa City, IA22 days ago

$40,000–$60,000 Per Year

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.

New!

Everett, WA1 day 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.

College Station, TX28 days ago

$53,000–$106,000 Per Year
Full-time

As a Sales Representative, you will work directly with self-employed individuals, small business owners, employees, and families to provide access to a wide range of affordable benefits and business services. From structured classroom training to real-world field mentorship, you’ll learn directly from top-performing professionals who will share the strategies and systems behind their success.

New!

Charlotte, North Carolina1 day 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!

Charlotte, NC4 days ago

New!

East Brunswick, NJ2 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.

Rocky Hill, CT12 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!

Los Lunas, NM2 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.

New!

Miami, FL6 days ago

Support staff members and patients by answering phones, handling inquiries, making appointments, and assisting with treatment plans and financial arrangements. Present comprehensive treatment plans to patients, including multi-phase and specialty procedures.

New!

Uniondale, NY1 day 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.

San Francisco, CA18 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, TX18 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!

Limerick, ME3 days ago

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.

New!

Chatsworth, CA2 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, UT1 day 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.

New!

San Francisco, CA1 day ago

$50–$70 Per Hour

Consistently ranked among the nation's best hospitals, particularly recognized for excellence in neurology and neurosurgery; cancer care; heart care; diabetes; ear, nose and throat care; and psychiatry and psychology, among other services. 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.

San Jose, CA18 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.

New!

Crystal Lake, ILToday

$17–$22.81 Per Hour

This position is responsible for performing an ongoing review of applications that support electronic banking, fraud mitigation, accepting fraud claims and/or Reg E disputes, assisting with customer inquiries, providing a variety of support functions for Deposit Operations and the Retail network, along with managing all functions of the safe deposit box area and maintaining a working knowledge of the bank's switchboard system, teller system and BPM. The role of Customer Service Representative is integral to Home State Bank's success as they serve as the face of the bank while interacting with a variety of customers in-person, via telephone or by electronic means.

New!

5 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.

Joliet, IL8 days ago

$23–$25.50

By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands.

Pittsburgh, PA11 days ago

$25–$25 Per Hour

Join the Office of Long-Term Living (OLTL) supporting oversight, compliance, and monitoring of long-term care programs and providers across the region. Collaborate with cross-functional teams and leadership on program performance and regulatory compliance .

New!

Manhattan, KS4 days ago

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!

Bloomington, IL5 days ago

$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.

Los Angeles, CA28 days ago

Remote

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 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.

New!

Jacksonville, FL1 day 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!

Fresno, CA1 day 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!

San Antonio, TX5 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!

San Antonio, TXToday

New!

San Antonio, TX1 day ago

New!

San Antonio, TXToday

New!

Lincoln, RI5 days 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 .

New!

Lincoln, RI1 day 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.

Houston, TX16 days ago

Remote

$50,000–$60,000 Per Year
Full-time
Employee

In this position, you’ll work directly with union members and their families, helping them understand benefit programs designed to provide added financial protection and peace of mind. We’re seeking motivated, people-oriented individuals who are looking to build a long-term career with a stable and supportive organization.

Ruidoso, NM14 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, UT14 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.

Sheboygan, WI11 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.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Services Representative job opportunities. Plus, receive relevant job recommendations in your inbox.

Financial Services Representative Jobs in the United States

Jobs

Financial Services RepresentativeMONTERRA CREDIT UNION

Customer Service Representative – Financial ServicesTTEC

Financial Services Representative - Training ProvidedLakeshore Financial Group

Senior Customer Service RepresentativeJobot

Customer Service RepresentativeHajoca Corporation

Customer Service RepresentativeGEICO

Customer Service RepresentativeChestnut Health Systems

Accounts/financial representativePyramid Consulting, Inc

GEICO Customer Service RepresentativeGEICO

Customer Service RepresentativeBeacon Hill Staffing Group

Patient Service Representative/Insurance Verifier - Rehab ServicesEndeavor Health

Financial Services Management TraineeNew York Life - Greater Los Angeles

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

Inside Sales & Service RepresentativeHajoca Corporation

New Accounts RepresentativeHeritage Bank

Sales RepresentativeHildebrandt Capital Ventures

Financial Services ProducerHendrick Automotive Group Corporate

Financial Services ProducerHendrick Automotive Group

Accounts Receivable RepresentativeJobot

Care4Kids Client Services RepresentativeUnited Way of Connecticut Inc

Sales RepresentativeJobot

Patient Services RepresentativeAxelon Services Corporation

Financial Service ProfessionalNew York Life - Nassau County General Office

Customer Service Representative (Work From Home)AIL

Customer Service Representative (Remote)AIL

Customer Service Representative (Bank)/Req (Onsite Only)Partners Bank

Inside Sales RepresentativeJobot

Consumer Sales Representative-RetailTDS Telecom

Labor & Employee Relations RepresentativeJobot

Customer Service Representative - Work From HomeAIL

Customer Service RepresentativeHome State Bank

Customer Service Representative(Office and Administrative Support)PrideStaff

Licensed Customer Service Representative. - Insurance - Joliet, ILACS Auto Club Services, Inc.

Financial Representative - IntermediateA-Line Staffing Solutions LLC

Ag Underwriting Customer Service RepresentativeFarm Bureau Financial Services

Integrated Support Services CoordinatorChestnut Health Systems

Client Service RepresentativeBeacon Hill Staffing Group, LLC

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

Sales & Service SupervisorHajoca Corporation

Ambulatory Service Representative - Pediatric GICHRISTUS Health

Ambulatory Service Representative - NeurosurgeryCHRISTUS Health

Ambulatory Service Representative - Pediatric High RiskCHRISTUS Health

Ambulatory Service Representative - ChemotherapyCHRISTUS Health

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

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

Customer Service Representative (Work From Home)Spade Recruiting

Sr Direct Sales RepresentativeTDS Telecom

Senior Direct Sales RepresentativeTDS Telecom

Senior Direct Sales Representative (Door to Door)TDS Telecom

Resume Resources

Similar Job Searches