Financial Services Representative

Ohiox; Grandview Heights (OH); Hybrid; USD 40,000 - 65,000; Full time

Job summary

An established industry player is seeking a detail-oriented individual for a hybrid role focused on processing financial transactions. This position offers the opportunity to provide exceptional service while ensuring compliance with government regulations and internal procedures. The ideal candidate will thrive in a fast-paced environment, demonstrating strong analytical and problem-solving skills. Join a team that values extraordinary care for customers and fosters personal and professional growth. If you're passionate about helping others and eager to advance your career, this role could be your next great opportunity.

Benefits

Medical/Dental/Vision Insurance

Life Insurance

Disability Coverage

Paid Time Off

401(k) Plan

Pension Plan

Business Casual Attire

Qualifications

• 1-3 years of product-related customer service experience preferred.
• Knowledge of office practices and financial services industry.

Responsibilities

• Process 55-100 transactions daily with 99% accuracy.
• Provide outstanding customer service and maintain knowledge of products.

Skills

Attention to Detail

Customer Service

Analytical Skills

Problem Resolution

Communication Skills

Education

High School Diploma

Undergraduate Studies

Technical Coursework (LOMA, CLU, ChFC)

Job description

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

Hybrid role with in-Office 2 days (AZ Thursday & Friday or Ohio Wednesday & Tues/Thurs). Must be located within 35 mile radius of either the Columbus, Ohio or Scottsdale, Arizona office locations.

Public Money Out processing role.

We are looking for a detail-oriented individual with a preference for candidates who have processing experience in financial services. While call center experience is beneficial, this role does not involve a high call volume.

Key Responsibilities:

1. Process a high volume of transactions, ranging from 55 to 100 per day.
2. Maintain a high level of accuracy, with a required quality accuracy rate of 99%.
3. Utilize attention to detail to ensure all transactions are processed correctly.

Internal Compensation Grade: C3

Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!

As a Representative, you'll provide timely, efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.

Key Responsibilities:

• Process business requests according to government regulations, contract provisions and internal procedures and controls. Adhere to high standards of professional conduct consistent with the delivery of excellent customer service.
• Provide outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
• Maintain current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulations.
• Integrate lean methodology into daily interactions through problem-solving meetings and team huddles.
• Consult and interpret contract provisions for current and past products and business for policyholders, agents/brokers, and other units, including understanding licensing requirements.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Operations Division Manager or Service Team Unit Manager.

Typical Skills and Experiences:

Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.

License/Certification/Designation: FINRA Series 6 license preferred, may be required based on product/line-of-business or distribution system.

Experience: One to three years of product-related customer service work preferred.

Knowledge, Abilities and Skills: Knowledge of office practices, customer service, information systems, and insurance/financial services industry practices. Effective communication, analytical, problem resolution, decision-making, and collaboration skills.

Other criteria, including leadership skills, may take precedence. Staffing exceptions require approval.

Values:

Demonstrates Nationwide Values regularly and consistently.

Job Conditions:

Overtime Eligibility: Non Exempt (Eligible)

Working Conditions: Normal office environment. Associates must acquire necessary licenses/registrations within designated timeframes. Failure to do so may result in ineligibility.

ADA: The statements describe principal functions; some duties may vary based on circumstances.

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Benefits

Includes medical/dental/vision, life insurance, disability coverage, paid time off, holidays, 401(k), pension plan, business casual attire, and more. Click here to learn more.

Nationwide is an equal opportunity employer, committed to diversity and inclusion, and prohibits discrimination and harassment.