20 Best Financial Representative jobs (Hiring Now!)

Member Service Representative 1 - Island City
P1FCU —Island City, OR
To assist members and potential members with their financial transactions, involving paying and receiving cash and other negotiable instruments; explains…
Estimated: $34.4K - $43.6K a year
Sales Account Representative
Uline —Lincoln, NE
Valid driver’s license and great driving record. Internet and cell phone allowance. Manage and grow customer accounts within your territory.
Estimated: $69.4K - $87.9K a year
9d
Member Care Representative I
Northeast Credit Union —Portsmouth, NH
The Member Care Representative I will assist members and potential members with telephone and email requests; explain and cross sell products and services,…
$19 - $20 an hour
Quick Apply
Customer Support Representative
MVF Company LLC —Remote
Conduct outbound calls to customers to provide support and assistance. Proficient in using customer support software and tools.
From $20 an hour
Quick Apply
Solar Sales Representative (OTE 120K-200K+)
Blue Raven Solar —White City, OR
Valid driver's license and reliable transportation. Leverage personal network, social media, and door-knocking efforts to create sales opportunities.
$120,000 - $200,000 a year
Quick Apply
4d
Client Service Representative
Hope Springs Veterinary at Great Bridge —Chesapeake, VA
Answer a multi-line phone system along with text messages and email. As a client service representative/receptionist, your duties will be to shine as a stellar…
$13 - $18 an hour
Quick Apply
Territory Sales Representative
Dempsey Uniform & Linen Supply —York, PA
With a focus on driving sales and exceeding targets, you'll represent Dempsey with professionalism and determination.
$50,000 - $65,000 a year
Sales Representative Entry Level
Total Quality Logistics (TQL) —Indianapolis, IN
Make calls and establish relationships to build your book of business. As a Sales Representative for TQL Indianapolis, you’ll build your own book of business…
$40,000 a year
Customer Service Representative/Teller
WoodTrust Bank —Manitowish Waters, WI
Your primary responsibility is to ensure a positive total customer experience by completing banking transactions for individual and business customers.
Estimated: $27.1K - $34.3K a year
Quick Apply
3d
Remote Call Center Customer Service Representative
Conduent State Healthcare, LLC —Louisiana
Provide one-to-one telephone contact with applicants, beneficiaries, and enrollees in customer service roles. Act as initial point of contact for inquiries from…
$16 an hour
8d
Appointment Center Representative
Advanced Window Systems, LLC —Cromwell, CT
Answering Phones and Setting Appointments. Listening and Understanding the Customer’s Needs. Providing a Friendly, Positive Experience For Our Customers.
$40,000 - $50,000 a year
Quick Apply
Part-Time Patient Scheduling Representative - Work From Home Flexible Hours
Signature Dermatology —Ohio
*Triage Faxes and Emails:* Prioritize and route incoming communications from healthcare providers and patients.
$18 an hour
Quick Apply
4d
Customer Service Representative
KI Insurance LLC —Remote
Answer incoming customer calls and provide assistance with inquiries, complaints, and product information. Perform data entry tasks accurately and efficiently.
From $20 an hour
Quick Apply
Patient Billing Representative - Remote
CareCentrix —Remote
Researches, resolves, and documents patient inbound and outbound calls involving a wide range of issues utilizing multiple information systems.
$17.50 an hour
1d
Customer Care Representative
Staff SouthEnd Psychiatry —Minneapolis, MN
Listen to customer concerns and complaints with the goal of identifying the causes of the problem. Excellent listening skills and an empathetic voice and manner…
$28.19 an hour
Quick Apply
16h
Patient Billing Representative
Select Medical —Camp Hill, PA
For Commercial accounts, compares HMS to Insurance Contract Requirement for accuracy utilizing all contract tools at admission, discharge and set intervals for…
From $16.50 an hour
1d
Member Service Representative - Remote / Office
MJ Autowerks Inc —Tacoma, WA
Process member requests and transactions accurately. Resolve member complaints and issues promptly. Assist members with account management and troubleshooting.
$55,000 - $60,000 a year
Quick Apply
23h
Client Service Representative
Hope Springs Veterinary at Sajo Farm —Virginia Beach, VA
Answer a multi-line phone system along with text messages and email. As a client service representative/receptionist, your duties will be to shine as a stellar…
$13 - $18 an hour
Quick Apply
Remote Customer Service Representative
Insurance Agent Pros —Remote
Handle a high volume of incoming calls and emails from customers. Attention to detail and accuracy in data entry. Competitive salary based on experience.
From $20 an hour
Quick Apply
Call Center Customer Service Representative
iPark Solutions LLC —Indianapolis, IN
Handle incoming calls from customers and provide accurate information or assistance. As a Call Center Representative, you will be responsible for providing…
From $1,500.45 a week
Quick Apply

I want to receive the latest job alert for Financial Representative

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Member Service Representative 1 - Island City

P1FCU - Island City, OR

Apply Now

Job Details

Part-time Estimated: $34.4K - $43.6K a year

Qualifications

Microsoft Excel
High school diploma or GED
10 key typing
1 year
Communication skills
Editing

Full Job Description

Role

To assist members and potential members with their financial transactions, involving paying and receiving cash and other negotiable instruments; explains services, respond to problems, and direct members to the appropriate people.

Major Duties and Responsibilities

Assumes responsibility for the efficient, effective and accurate performance of teller functions by representing the Credit Union in a courteous and professional manner. Receives share deposits and loan payments. Disburses cash or check withdrawals. Processes cash advances, travelers' checks, cashiers' checks, money orders and wire transfers. Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly.

Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions.

Assures that appropriate records are maintained and required reports are prepared.

Answers questions and solves problems for members by listening to problems, collecting data, securing answers and reporting results to the inquiring party. Resolves member bookkeeping and checking account problems. Take stop payment orders. Orders checks for members' accounts. Completes appropriate forms for member's needs.

Acts as liaison between members and various organizations and departments. Keeps supervisor informed of area activities of any significant problems or concerns.

Maintains member account information on computer system and ensures privacy of member account information. Performs file maintenance and account changes as needed.

Performs other duties as assigned: including but not limited to drive-up service and night drop functions as assigned. Ensures that work area is clean, secure and well maintained. Performs related clerical duties and attends meetings as required

Knowledge and Skills

Experience

Under one year of similar or preparatory experience.

Education/Certifications/Licenses

A high school degree or equivalent

Interpersonal Skills

Work normally involves contacts with persons beyond immediate associates generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors) requiring ordinary courtesy in providing assistance and information.

Other Skills

Must have excellent knowledge of P1FCU products and services. Must be familiar with various computer software programs and comfortable with automated technology. Must be able to type, use PC, general office equipment including ten-key calculator and excellent in Excel and Word programs. Excellent organizational and editing skills, communication skills with vendors, staff, members, and general public.

ADA Requirements

Physical Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 25 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Apply Now

Financial Representative jobs

Member Service Representative 1 - Island City

Sales Account Representative

Member Care Representative I

Customer Support Representative

Solar Sales Representative (OTE 120K-200K+)

Client Service Representative

Territory Sales Representative

Sales Representative Entry Level

Customer Service Representative/Teller

Remote Call Center Customer Service Representative

Appointment Center Representative

Part-Time Patient Scheduling Representative - Work From Home Flexible Hours

Customer Service Representative

Patient Billing Representative - Remote

Customer Care Representative

Patient Billing Representative

Member Service Representative - Remote / Office

Client Service Representative

Remote Customer Service Representative

Call Center Customer Service Representative

Job Seeker Tools

Employer Tools

Browse

Stay Connected