20 Financial Services Specialist Reviews
Financial Services Specialists give their job an average rating of 3.8 out of 5.0. The Financial Services Specialists happiest with their jobs are employed by Union Bank with an average rating of 4.6 while the Financial Services Specialists least happy with their jobs work for Discover Financial with an average rating of 2.4.
Submit a ReviewWhat do you like about working at Union Bank?
"Good company to work for overall, really listen to employee feedback, great benefits and compensation, very focused on customer service experience."
Do you have any tips for others interviewing with this company?
"Be honest and let your resume speak for itself and your experience as well."
What don't you like about working at Union Bank?
"Growth opportunities aren't that often, and transitioning from the call center to a retail branch was a little difficult."
What suggestions do you have for management?
"Just have a little more flexibility from transition from one place to another."
Financial Services Specialist Career Rating Comparison
Please give us a one liner to describe this review.
"Most excellent job to work."
Please give us a one liner to describe this review.
"Wonderful experience with wonderful clients."
What do you like about working at M&T Bank?
"I was much happier at US Bank and at Wachovia."
Please give us a one liner to describe this review.
"A wonderful place to work."
What do you like about working at Union Bank?
"Everything, the people at Loan By Phone were like a second family, management was friendly, supportive, intelligent, very well organized. And there was plenty of overtime available, I loved being able to volunteer for an extra 2 hours almost everyday - really helped pay the bills and earn additional commissions."
Do you have any tips for others interviewing with this company?
"Be prepared and on point."
What don't you like about working at Union Bank?
"I loved everything, I only left because I moved back to NYC after a divorce. If I had stayed in CA, I would have never left. It was my all time favorite employer, and the people at Loan By Phone (everyone - coworker and management) were friendly, down to earth, intelligent, hard working. It was the only job that I've had where I looked forward to going to work everyday."
What suggestions do you have for management?
"None, they were perfect."
Please give us a one liner to describe this review.
"Good learning experience, allowed me to grow in the medical billing profession."
What do you like about working at Office Depot?
"The people, career advancement, and the duties."
Do you have any tips for others interviewing with this company?
"Do your best. This is a great company to work for while the recession is upward."
What don't you like about working at Office Depot?
"The instability of the economy caused me to get laid off."
What suggestions do you have for management?
"Fight for your key people to keep their jobs."
Please give us a one liner to describe this review.
"Company needs improvement in training managers how to motivate employees."
What do you like about working at Regions Financial?
"Helping and interacting with customers."
What don't you like about working at Regions Financial?
"Company has lack of support and training for manangers. Poor motivation skills for sales enviroment employees."
What suggestions do you have for management?
"Create better training for Manager on how to motivate current employees."
Please give us a one liner to describe this review.
"NYL is an excellent place for some agents to begin a great career."
What do you like about working at New York Life?
"They have an excellent training program and a strong focus to lead you in the right direction."
Do you have any tips for others interviewing with this company?
"Be prepared to learn on a daily and weekly basis and let them know how much you are focused on building your business. 25 plus contacts per day is a good start."
What don't you like about working at New York Life?
"The requirement to meet sales quota in one product type instead of a blended product sale goal minimum. Can not focus sales as clienteles needs dictate."
What suggestions do you have for management?
"Offer two or three main programs for contracted agents so their focus will be good for their business."
Please give us a one liner to describe this review.
"None profit. None growth"
What do you like about working at By Design Solutions?
"Co-workers and work envirnment"
What don't you like about working at By Design Solutions?
"No opportunity for professional growth"
What suggestions do you have for management?
"Create opportunities for growth."
Please give us a one liner to describe this review.
"I was a top producer and don't feel I was justly treated"
What do you like about working at Wachovia?
"my customers and my coworkers"
What don't you like about working at Wachovia?
"all scorecard driven, forcing results in things you knew were not the right things for the customer"
What suggestions do you have for management?
"More encouragement from your leaders for the jobs you do well, and more one on one conversations to go over upcoming activities"
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