Financial Representative - Berkeley, CA

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. · A key member of the team, you are offering support to Fidelity's most valuable clients daily · By identifying leads and making effective introduction ...

The Financial Service Representative is the face of Travis Credit Union providing professional advice to members through financial conversations developing long term relationships. · Bilingual (Spanish/English) PreferredHS Diploma or equivalent.Retail sales experience preferred. ...

Travis Credit Union's (TCU) Financial Service Representative (FSR) manages member relationships by helping members achieve their financial goals. The TCU FSR is a career-minded individual that enjoys a multi-faceted role providing professional advice to members. · ...

The TCU FSR is a career minded individual that enjoys a multi-faceted role providing professional advice to members. Successful FSRs are people that love helping peopleDevelops long term relationships with members through meaningful financial conversations. · ...

The Financial Service Representative is the face of Travis Credit Union and manages member relationships by helping members achieve their financial goals. · ...

The TCU FSR is a career-minded individual that enjoys a multi-faceted role providing professional advice to members. · Develops long-term relationships with members through meaningful financial conversations. · Delivers a delightful member experience that sets the credit union ap ...

+We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. · +It is our mission for the Financial Representative to have rewarding interactions with clients. · +Bullet points: · A key member of the team, you a ...

Be part of a team of an established life Insurance and Investment practice: leverage established brand and infrastructure while building own equity. · ...

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. ...

The TCU FSR is a career minded individual that enjoys a multi-faceted role providing professional advice to members. Successful FSRs are people that love helping people. · ...

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. ...

++As a Financial Representative, you will play a vital role in guiding clients through their financial journeys by providing expert advice and tailored solutions. · +Develop and maintain strong client relationships through proactive communication and personalized service. · Educa ...

The Financial Service Representative is the face of the credit union and manages member relationships by helping members achieve their financial goals.Develops long term relationships with members through meaningful financial conversations, · Delivers a delightful member experien ...

This role is responsible for managing member relationships by helping them achieve their financial goals. The Financial Service Representative provides professional advice to members and assists with various tasks such as opening and closing branch procedures. · Develops long ter ...

We believe that as a Financial Representative you make a key impact on the branch atmosphere. · Superb interpersonal skills · An aptitude to assess client needs · ...

Assist members with their financial needs and promote/sell all credit union products and services. · Provide quality service to members and other employees · Cross-sell all credit union products and services. · Establish or make changes for payroll deductions and/or direct deposi ...

+ Build your confidence + Develop a professional network + Help people achieve financial freedom Learn how to prospect and network · Develop and execute on a business strategy · ...

The Financial Service Representative is the face of Travis Credit Union and manages member relationships by helping members achieve their financial goals. · ...

We are looking for a Financial Services Representative to join our team. As a Financial Services Representative, you will have dedicated time to focus on growth and career development while supporting our customers over the phone. · ...

The TCU FSR is the face of the credit union and manages member relationships by helping members achieve their financial goals. The job involves providing professional advice to members and developing long-term relationships through meaningful financial conversations. · Delivers a ...