96 Financial Services Representative Jobs in Chicago, IL
ALPHA KAPPA ALPHA SORORITY, INC. is Hiring a Financial Services Representative Near Chicago, IL
- Adheres to and conducts all business aligned with the Core Values of the Sponsoring Organization- Alpha Kappa Alpha’s Corporate Office.
- Will explain criteria and assist members and customers in opening new accounts.
- Adds to the Credit Union growth through cross selling Credit Union products and services.
- Assists in identifying prospects for and acquires new members to achieve monthly goals.
- Builds strong internal/external relationships through ownership of problem solving and follow through.
- Ensures adherence to compliance regulations, policies, and procedures.
- Assists with the conduct of the annual Member Satisfaction Survey to gain member feedback and prepares and communicates response actions.
- Responsible for monitoring the quality of member accounts and acts to prevent future fraudulent activity.
- Meets with and addresses members who have a complaint or concern about an occurrence.
- Assures the maintenance, confidentiality, and security of member files.
- Ensures all policies followed including cash handling, check hold policy, and compliance.
- Responsible for Password Management.
- Maintains awareness and knowledge required to perform the duties of the position including all aspects of the Bank Secrecy Act, Fair Lending, and Information Security.
- Fast paced and demanding.
- Oversees multiple operations at one time.
- Faces deadlines as mandated by regulatory and Credit Union standards.
- Majority of time will be spent in office; but during meetings and conventions, may work off-site.
- Initial travel may be required to enroll Credit Union members and customers.
- Initial start-up work hours may be long with a varying schedule; may be required to work more than 40 hours per week based on demand.
- Extended hours.
- May require flexible hours to meet customer needs.
- Bachelor's degree in finance, accounting, business management, preferred or equivalent work experience required.
- 1- year experience in banking, a credit union, or other related professional fields.
- Exemplary customer service orientation and skills.
- Excellent written, verbal communications and interpersonal skills.
- Must be detail-oriented with excellent organizational skills.
- Must be able to multi-task, meet tight deadlines, and maintain composure under pressure in a fast-paced environment.
- Knowledge of general office software, particularly the Microsoft Office Suite and the ability to use financial and registration software.
Visit our Career Opportunities page on our website https://aka1908.com/contact/employment/
or cut and paste the position link below into your web browser
https://recruiting.paylocity.com/recruiting/jobs/Details/1867885/ALPHA-KAPPA-ALPHA-SORORITY-INC/Financial-Services-Representative
Job Summary
Full Time
Wholesale
$101k-122k (estimate)
08/04/2023
07/04/2024
aka1908.com
GASTONIA, NC
100 - 200
Private
VALERIE R BOYD
$10M - $50M
Wholesale
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The job skills required for Financial Services Representative include Customer Service, Products and Services, Problem Solving, Futures, Commitment, Professional Development, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
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Maintain comprehensive knowledge of all services and products and update all request on development needs.
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Provide efficient sales, services to customers and monitor sales for all referral objectives.
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To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
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A financial service representative provides financial advice and matches financial products with customers' needs and goals.
02/16/2022: Richland, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
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Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
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Soft skills for financial services representative roles can be of help.
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Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
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Step 3: View the best colleges and universities for Financial Services Representative.
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