Financial Services Representative
Location
Grandview Heights, Ohio
Job Type
Full-time
Category
other-general
Posted
May 16, 2026
Financial Services Representative – New Business Advisory
Pay Rate: $19/hour (paid weekly)
Location: Hybrid (2 days in office, 3 days WFH)
1000 Yard Street, H Building, Grandview Heights, Columbus, OH 43212
Schedule: Monday–Friday, 8:00 AM–5:00 PM
Target Start Date: 06/01/2026
Role Overview
As a Financial Services Representative, you will support the New Business Advisory team in managing pending transfer applications and delivering exceptional customer service. This role involves handling follow-up communications, responding to customer inquiries, maintaining accurate documentation, and assisting with daily operational workflows.
Key Responsibilities
- Conduct outbound follow-up calls regarding pending transfer applications and status updates
- Respond to basic customer email inquir...