Jobs · Finance · Florida

Financial Services Officer

First Commerce Credit Union · Tallahassee, FL · 2 wk ago
FinanceFull-time

About the role

The role involves providing financial advice and services to clients, managing client relationships, and ensuring compliance with regulatory standards.

Responsibilities

  • Provide financial advice and guidance to clients
  • Manage client relationships and satisfaction
  • Ensure compliance with all relevant financial regulations
  • Conduct regular financial assessments and provide recommendations

Requirements

  • Bachelor’s degree in Finance or related field
  • Minimum 2 years of experience in financial services
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills

Qualifications

  • Knowledge of financial products and services
  • Experience with financial planning software
  • Proficiency in Microsoft Office Suite

Skills

  • Customer service orientation
  • Attention to detail
  • Ability to work independently and as part of a team

Benefits

  • Competitive salary package
  • Paid time off
  • Health insurance options
  • Professional development opportunities

Pay

Salary range: $50,000 - $70,000 annually

Schedule

Full-time position, Monday through Friday, 9:00 AM - 5:00 PM

Contact Information

To apply, please fill out the form below. For more information about the company and the role, visit our website at [Company Website].

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