34 bank sales and service representative jobs found

Function Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing a positive customer experience and proactively seeking ways to build and expand customer relationships in order to contribute toward the organization’s success. This customer-facing role involves assisting customers with a variety of routine and complex financial transactions, including, but not limited to: opening accounts, deposits, withdrawals, and loan applications, as well as cross selling other credit union services like credit cards, investments, insurance and IRA’s. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles of Citadel Class Service (Accuracy, Value, Respect and Convenience), incumbent will establish a solid foundation of trust with each and every customer thereby positioning Citadel as...

Function Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing a positive customer experience and proactively seeking ways to build and expand customer relationships in order to contribute toward the organization’s success. This customer-facing role involves assisting customers with a variety of routine and complex financial transactions, including, but not limited to: opening accounts, deposits, withdrawals, and loan applications, as well as cross selling other credit union services like credit cards, investments, insurance and IRA’s. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles of Citadel Class Service (Accuracy, Value, Respect and Convenience), incumbent will establish a solid foundation of trust with each and every customer thereby positioning Citadel as...

Overview: Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community....

Position Summary : Successful Assistant Store Managers are responsible for providing leadership to ensure the store delivers outstanding customer service, meets all operating objectives, sales, and financial goals, and follows company policies and procedures. The Assistant Manager performs all the duties of a Customer Service Representative plus assists the Store Manager in the day-to-day operations of the store, and in the absence of the Store Manager, is responsible for directing the activities of all employees. Tasks & Responsibilities : · Maintaining exemplary customer service within the store and establishing special business relationships with our customers so they will choose to do business with us rather than our competitors · Assisting the Store Manager in implementing strategies to help meet store goals and objectives · Assisting the Store Manager with recruiting, developing, and motivating store employees who exceed internal and external customer...

Position Summary : Successful Assistant Store Managers are responsible for providing leadership to ensure the store delivers outstanding customer service, meets all operating objectives, sales, and financial goals, and follows company policies and procedures. The Assistant Manager performs all the duties of a Customer Service Representative plus assists the Store Manager in the day-to-day operations of the store, and in the absence of the Store Manager, is responsible for directing the activities of all employees. Tasks & Responsibilities : · Maintaining exemplary customer service within the store and establishing special business relationships with our customers so they will choose to do business with us rather than our competitors · Assisting the Store Manager in implementing strategies to help meet store goals and objectives · Assisting the Store Manager with recruiting, developing, and motivating store employees who exceed internal and external customer...

Position Summary : Successful Assistant Store Managers are responsible for providing leadership to ensure the store delivers outstanding customer service, meets all operating objectives, sales, and financial goals, and follows company policies and procedures. The Assistant Manager performs all the duties of a Customer Service Representative plus assists the Store Manager in the day-to-day operations of the store, and in the absence of the Store Manager, is responsible for directing the activities of all employees. Tasks & Responsibilities : · Maintaining exemplary customer service within the store and establishing special business relationships with our customers so they will choose to do business with us rather than our competitors · Assisting the Store Manager in implementing strategies to help meet store goals and objectives · Assisting the Store Manager with recruiting, developing, and motivating store employees who exceed internal and external customer...

Overview: Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community....

Overview: Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community....

What You'll Do:   We are seeking an Advisor Relationship Consultant that will drive trust, deepen strong relationships, provide satisfaction, and be the expert for our products, tools, and services to our advisor partners. This is an excellent opportunity to help advisor's businesses be more efficient and deliver positive outcomes for their block of Principal clients. As an Advisor Relationship Consultant, you will: Deliver an advisor-focused experience that builds strong relationships to drive loyalty and satisfaction with key distribution partners. Serve as the advisor's single point of contact, responsible for overall service delivery, creating a strategic service plan or roadmap for their block of Principal clients to make the business more efficient. Contribute to retention and growth by providing support, tools, and training to advisors and their staff and becoming a trusted business partner through dedicated delivery of service. This position is also an...

COMPANY BACKGROUND Overview Scale Bank, formerly known as Fidelity Bank, is a locally owned bank that has served a community of business owners for more than 50 years. Located in Edina, MN, Scale Bank is focused on our clients' vision of success and how we can help them achieve it. The bank has a legacy of stability, growth, and superior financial performance with over $500 million in assets Led by a strong and tenured leadership team and a private ownership group, the bank offers a diverse portfolio of services that is unique for a commercial community bank. In addition to offering traditional business lending and banking services, our business lines include equipment financing and two national lines, mortgage warehouse funding, and accounts receivable financing. This is an exciting time for our dedicated team that is working in concert to elevate the bank to a level unrivaled by other community business banks. With a focus on growth and white-glove service, the bank...

About Hingham Institution for Savings We"re Hingham Institution for Savings, and we"ve been a part of the community since 1834, making us one of America"s oldest and most respected banks! Today, we"re a family-run, publicly traded bank with a focus on building lasting relationships and providing exceptional service in Boston, Nantucket, Washington D.C., and the San Francisco Bay Area. We"re a tight-knit team of just under 100 people, all dedicated to our mission of strong financial results and a supportive, growth-oriented culture. Our Retail Banking Group, right here in Massachusetts, is where we get to connect with our neighbors, offering personal and small business banking. About the role As a Client Service Representative, you will play a crucial role in our team by fostering deposit growth. You will achieve this by serving as a friendly and knowledgeable point of contact for our consumer and business clients, building relationships, understanding their needs,...

As a member of our inside sales team, you will be promoting and generating sales of building material supplies (roofing, siding, windows, etc) from our distribution center Poughkeepsie, NY while providing superior customer service. **Exterior Building Materials Knowledge Strongly Preferred. **Inside sales experience and the ability to multi-task are desired. **This is a customer service focused position that involves a lot of data entry and greeting Walk In Customers. Position Summary: Cultivate “Raving Fan” customer experiences with a best in class image under general supervision reporting to the Branch Manager. The Inside Sales representative will work in a fast paced, high volume environment and is responsible for assisting customers through qualifying their product and/or service needs while ensuring fulfillment. Essential Functions: Answers customer inquiries via phone and walk in business, concerning price, qualifying product needs and partnering with vendors...

Seattle Credit Union is dedicated to helping our members achieve financial prosperity by providing education and banking services that meet their personal goals. We are Inclusive, Inventive and Invested. We are Seattle Credit Union - we build strong and trusting relationships in service of our Mission. JOB TITLE: Branch Representative Department: Member Experience FLSA Status: Non-Exempt ABOUT THE ROLE: Seattle Credit Union is dedicated to helping our members achieve financial prosperity by providing education and banking services that meet their personal goals. We are Inclusive, Inventive and Invested. We are Seattle Credit Union - we build strong and trusting relationships in service of our Mission. We are looking for a Branch Representative who is driven to make a positive impact on the employee and member experience. You are a forward thinker with a bias for action. You have a relentless pursuit of excellence while bringing others...

As a member of our inside sales team, you will be promoting and generating sales of building material supplies (roofing, siding, windows, etc) from our distribution center Roling Meadows, IL while providing superior customer service. **Exterior Building Materials Knowledge REQUIRED. **Inside sales experience and the ability to multi-task are required. **This is a customer service focused position that involves a lot of data entry. Position Summary: Cultivate “Raving Fan” customer experiences with a best in class image under general supervision reporting to the Branch Manager. The Inside Sales representative will work in a fast paced, high volume environment and is responsible for assisting customers through qualifying their product and/or service needs while ensuring fulfillment. Essential Functions: Answers customer inquiries via phone and walk in business, concerning price, qualifying product needs and partnering with vendors for support. Communicates with...

Customer Service Representative Department:  Branch Administration Reports to:  Branch Manager/Assistant Branch Manager Supervises:  None Status:  Non-Exempt / Full-Time / on-site Must already be authorized to work in the United States. Relocation is not provided. Partners Bank  is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Customer Service Representative: 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. The incumbent will be skilled in relationship selling and have strong product knowledge. Respond promptly and appropriately...

Are you a dynamic and driven sales professional? If so, Momentum Financial Services Group wants you to join our team. In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off 401K with company match Tuition assistance Career development Branch Location: 670 East Sample Road During a typical day, you will: Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution of all customer transactions Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Supervise Financial...

Overview To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Manages moderate dollar volume and moderate member bases. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offerings Develop...

Overview To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Manages moderate dollar volume and moderate member bases. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offerings Develop...

Job Title: Manager General Description of Job: A Manager directly supports the General Manger and all Zaxby’s team members as an active leader who embodies the Zaxby’s mission statement, core values, and company culture. The Manager controls all FOH and BOH aspects of the restaurant and maintains the highest standards of food quality, customer service, and safety while controlling the flow of business. Work includes constant training sessions for all employees to guarantee that correct operational procedures are practiced. The Manager is dedicated to customer service and proactively working to exceed guest expectations in their dining experience. The Manager is an expert on daily administrative duties, all safety procedures, and all maintenance procedures. The Manager understands the business aspects of managing a restaurant including labor costs, food waste costs, and inventory management. The Manager supervises up to 15 employees, communicates well the company objectives,...

At Texan Insurance, we are dedicated to protecting what matters most to our clients by providing tailored insurance solutions and exceptional service. With decades of industry experience, we specialize in offering personalized coverage for home, auto, life, and commercial needs. Our team takes pride in building lasting relationships through trust, integrity, and a commitment to excellence. At Texan Insurance, we believe in empowering our employees and delivering unmatched value to our customers, ensuring peace of mind every step of the way. As a company rooted in community and innovation, we're not just an insurance provider—we're a partner you can depend on. IMPORTANT: All candidates must complete the Culture Index. This is a very short survey with no right or wrong answers. Candidates that do not complete the Culture Index will not be reviewed. Here is the link to the survey: https://go.cultureindex.com/p/PE4G3Td0Z109B9CrpzCj About the Role The Personal Lines...