Financial Services Representative

Direct message the job poster from MJ Morgan Group

Ready to make a real impact? As a Financial Services Representative, you’ll be the friendly face members trust and the expert who helps them reach their financial goals. Every day brings something new—from opening accounts and processing transactions to uncovering ways members can save, borrow, and thrive.

What You’ll Do:

• Create amazing experiences for every member who walks through the door
• Help members find the right accounts, loans, and financial solutions
• Handle day-to-day transactions with accuracy and confidence
• Support loan applications and keep members updated along the way
• Work with a supportive team that celebrates wins and drives results together
• Stay sharp on products, policies, and new opportunities to serve members better

What Makes You Great for This Role:

• A passion for helping people and delivering standout service
• Confidence in recommending products that truly meet member needs
• Strong communication, attention to detail, and problem-solving skills
• Comfortable learning new systems and juggling multiple tasks
• Experience in customer service, sales, or cash handling (banking is a plus!)

If you’re energized by helping people, love working in a fast-paced environment, and want to grow your financial career, this role is your perfect launchpad.

Build relationships that matter—one member at a time!

• Seniority level Associate

• Employment type
  
  Full-time

• Job function
  
  Customer Service
• Industries Banking

Referrals increase your chances of interviewing at MJ Morgan Group by 2x

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