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1,926 jobs found
04.05.2024
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Td Bank Financial Services Representative Reston United States, Virginia
Reston, Virginia$24.50 $33.25 USDPersonal & Commercial BankingOur Total Rewards Packageawards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Focuses daily on service to sales with existing Merrill clients....
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders. Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in...
Introduction Your Role and This role is a contributor responsible for the on site installation, maintenance, and repair of systems and components from IBM and various other vendors, including hardware,...
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders. Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in...
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders. Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in...
Reston, Virginia$24.50 $33.25 USDPersonal & Commercial BankingOur Total Rewards Packageawards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans...
Financial services representatives are the ideal career choice for tech-savvy professionals looking to make a difference in their industry. Expoint provides the platform for these individuals to succeed and make an impact.
Financial services representatives play a critical role in the tech industry by connecting clients to the information they need to make sound business and investment decisions. These representatives are skilled communicators and thinkers, who understand and interpret complex topics and processes. They must be organized, disciplined, and focused on accuracy when handling critical paperwork, filing, and other tasks.
The primary responsibilities of financial service representatives include persistently following up with customers, helping them with their questions and needs, and providing resources. Professionals must also provide advice and counsel to clients on various financial products and services, as well as helping them make the most of their money and investments.
At Expoint, we are looking for enthusiastic and motivated financial services representatives who understand our commitment to providing quality and reliable services. These professionals must be able to remain calm under pressure and must be efficient problem-solvers. Those with the right qualifications and experience will have the opportunity to leverage their knowledge and gain valuable experience in the tech industry.
We are looking for professionals who understand the importance of meeting deadlines, tracking customer information, and accurately processing and verifying financial data. We need representatives who can handle multiple tasks while maintaining a positive attitude and providing exceptional customer service.
If you have the skills and aptitude to work in a fast-paced, ever- changing, demanding environment, then a financial services representative role may be the perfect fit for you. Join us at Expoint and help make a real difference with your tech-related career.