Finance service representative jobs in Alabama - 2,490 jobs
SBA Banker III
Seacoast National Bank 4.9
Finance service representative job in Birmingham, AL
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financialservices experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$34k-59k yearly est. 3d ago
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Service Associate
EŌS Fitness 3.9
Finance service representative job in Alabama
EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees know how to rise to a challenge and handle it head on. EōS Fitness' Core Purpose is to create loyal, lifelong fans and exercise practitioners. To achieve this purpose, our Core Values are: Take Personal Responsibility, Be Optimistic & Have Fun, Learn & Grow, Be A Team Player, and Fight Hard To Win.
Core Purpose: To create loyal, lifelong fans and exercise practitioners.
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members, guests, and staff upon entry, they serve as representatives of our gym's commitment to exceptional service. The Service Associate will handle member inquiries and requests, offer knowledgeable assistance, and ensure every individual feels valued and supported in their fitness journey. While these responsibilities encompass a broad spectrum, our Service Associate remains flexible and adaptive to the evolving needs of our gym, with duties subject to change under the discretion of management.
Position Purpose: Be a great host, the members best source of information and create a fun atmosphere for members, guests and staff.
Core Purpose: To create loyal, lifelong fans and exercise practitioners.
Responsibilities:
Greet members and guests with a friendly and professional attitude
Provide information about gym services, programs, and membership options.
Address member inquiries, concerns, and complaints promptly and professionally.
Check-in members and guests using the gym's management system.
Oversee and manage check-in alerts and notifications.
Ensure the front desk area is clean, organized, and stocked with necessary supplies.
Process payments for memberships, classes, and retail items.
Follow safety protocols and procedures to ensure the well-being of all gym members and staff.
Monitor and manage inventory levels for coolers, beverages, and bar items, as well as track sales performance.
Support a clean and well-maintained facility by conducting gym walks, picking up trash, restocking supplies, and completing locker room and bathroom checks.
Qualifications:
Previous experience in customer service or front desk role.
Experience or strong interest in the fitness industry is a plus
Excellent interpersonal skills with a customer-focused attitude.
Ability to multitask and handle a fast-paced environment.
Proficiency in MS Office and familiarity with gym management software.
Strong organizational and problem-solving skills.
Flexibility to work evenings, weekends, and holidays as required.
And, of course, someone who embraces our Core Values!
Requirements:
CPR certification required within 30 days of hire.
Must attend all mandatory company trainings withing 30 days of employment.
Follow all current company policies and standard operating procedures, which may be updated or changed over time.
Ability to work in a gym setting; move about club floors and rooms; communicate with employees, members, and the public
Ability to bend routinely and repetitively to lift more than 40 lbs.
Ability to access and operate company computer systems in order to prepare documents, enter data, and read reports from database or email system.
California Pay Range
$16.50 - $25 USD
Benefits and Perks:
A highly energetic and collaborative team.
A management team that cares about your professional development.
Free membership for you and plus one family member.
Discounted Personal Training, and merchandise - including supplements.
Employee referral program.
Daily Pay offered - access your funds before payday.
Competitive pay plus vacation, holiday, and sick pay.*
Group Health, dental, vision, Supplemental Life, Employee Assistant Program and even Pet Insurance are offered!*
401(k) + Company matching!*
Personal education growth options with Sophia Learning.
* Based on eligibility of tenure and full-time vs. part-time employment.
EōS Fitness is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on qualifications, merit, and business needs, without regard to race, color, religion, gender identity, sexual orientation, national origin, age, disability, or any other legally protected status.
To view more information on our CCPA policy, click HERE.
EEO is The Law - click here for more information
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
EōS Fitness participates in the government eVerify program.
Please review the details of this program by clicking here
.
We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the Recruiting Help Line at ********************************* or by calling ************. To check on the status of your application, please visit the Greenhouse Candidate Portal at my.greenhouse.com for updates.
$16.5-25 hourly Auto-Apply 15d ago
Customer Service Officer
Messa Sync
Finance service representative job in Birmingham, AL
At Messa Sync, we believe in creating seamless connections between people, ideas, and experiences. As a dynamic force in the event planning and engagement industry, we specialize in delivering impactful corporate and community events that foster collaboration and inspire growth. Our Birmingham-based team thrives on precision, innovation, and adaptability-bringing each client's vision to life through expert coordination, meticulous planning, and unmatched dedication.
Job Description
We are seeking a highly motivated and detail-oriented Customer Service Officer to join our team in Birmingham, AL. This role is ideal for individuals who excel in providing exceptional service, solving problems efficiently, and ensuring that every client interaction reflects our company's values. As a key point of contact for customers, you will play an essential role in building trust and delivering a positive experience.
Responsibilities
Handle inbound and outbound customer inquiries via phone and email in a professional manner
Resolve product and service issues by clarifying the customer's complaint and determining the cause
Follow up to ensure customer satisfaction and maintain a high level of service quality
Maintain accurate records of customer interactions and transactions
Collaborate with other departments to ensure customer concerns are addressed effectively
Continuously improve service processes by offering suggestions and feedback
Maintain up-to-date knowledge of products, services, and company procedures
Qualifications
Qualifications
High school diploma or equivalent (Associate's or Bachelor's degree preferred)
2+ years of experience in a customer service or client-facing role
Strong communication and interpersonal skills
Ability to multitask, prioritize, and manage time efficiently
Proficient in Microsoft Office and CRM systems
Critical thinking and problem-solving abilities
Professional demeanor and commitment to excellence
Additional Information
Benefits
Competitive annual salary ($55,000 - $62,000)
Opportunities for career advancement and professional development
Supportive and collaborative work environment
Paid time off and holidays
Comprehensive training and onboarding programs
Access to employee assistance resources
$55k-62k yearly 60d+ ago
Customer Service Officer
Every Word Code
Finance service representative job in Birmingham, AL
About Us
Every Word Code is a forward-thinking technology firm that believes in the power of communication and clarity in software solutions. Based in Baton Rouge, LA, we specialize in tailored development services that bridge human understanding with digital precision. Our commitment to excellence is matched by our dedication to building a professional, supportive, and inclusive work environment where every team member is valued. Join us in shaping a smarter digital future-one word, one line of code at a time.
Job Description
We are seeking a highly motivated Customer Service Officer to join our dynamic team. In this role, you will serve as the frontline representative for our clients, ensuring every customer receives accurate, timely, and respectful assistance. You will play a key role in resolving inquiries, handling requests, and supporting the operational workflow across multiple channels.
Responsibilities
Respond to customer inquiries via phone, email, and live chat
Resolve customer issues and complaints with professionalism and empathy
Document interactions and maintain accurate records in our CRM system
Collaborate with internal departments to resolve technical or service-related concerns
Identify areas for service improvement and provide feedback to management
Ensure compliance with company procedures and quality standards
Follow up with clients to confirm resolution and satisfaction
Qualifications
Qualifications
High school diploma or equivalent (Associate's or Bachelor's degree preferred)
1-2 years of experience in a customer service, administrative, or support role
Strong verbal and written communication skills
Ability to multitask and work under pressure in a fast-paced environment
Proficient with customer service software and tools (CRM systems, ticketing platforms, etc.)
A solutions-oriented attitude and high emotional intelligence
Detail-oriented and highly organized
Additional Information
Benefits
Competitive salary: $57,000-$60,000 annually
Opportunities for career advancement and professional growth
Ongoing training and skill development programs
Supportive team culture and leadership
Health, dental, and vision insurance options
Paid time off and holidays
A dynamic work environment with modern tools and systems
$57k-60k yearly 60d+ ago
Lumber Trader
JM Hunter Group 4.0
Finance service representative job in Fairhope, AL
Job Description
DUTIES AND RESPONSIBILITIES:
Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily.
Sources new sales opportunities through inbound and outbound prospecting calls and emails.
Understands accounts, identifies key players and generates interest.
Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth.
Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements.
Prepares and sends valuable offers daily.
Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers.
Executes timely and accurate trades based on market data, movement and prices.
Provides competitive market intelligence and insights to prospects and customers.
Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis.
Purchases product for various types of sales.
Handles inbound calls and provides callers with product and service information.
Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
$56k-97k yearly est. 20d ago
Customer Service Representative
Copart 4.8
Finance service representative job in Newton, AL
Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology.
The Customer ServiceRepresentative (CSR) provides exceptional customer service to internal and external customers of Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to obtain the release of vehicles that are located at body shops and/or other locations including residences. In addition to other office support functions as needed. The CSR is the face of the Company as they are often the first interaction our customers have with Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. Understanding client needs and offering solutions and support. Position may expand to include Chat and Email Customer Support. Answer and place calls in a professional manner. Measured on call quality -- (Knowledge, level of professionalism, time to place follow-up calls) Focus on a call resolution& use company resources to gather information and offer solutions to meet customer needs. Other duties as assigned.
Required Skills and Experience:
One year of office support experience in a customer service role preferred
High School diploma
Excellent customer service skills and attitude
Excellent written and verbal skills
Proficient with office equipment
Attention to detail
Problem-solving
Computer proficiency - MS Suite
Typing speed 45WPM
Professional appearance
Ability to multi-task in a fast-paced environment
Bilingual skills a plus
Occasional overtime as needed
Pay $16.04 - $18.07
Benefits Summary:
· Medical/Dental/Vision
· 401k plus a company match
· ESPP - Employee Stock Purchase Plan
· EAP - Employee Assistance Program (no cost to you)
· Vacation & Sick pay
· Paid Company Holidays
· Life and AD&D Insurance
· Discounts
Along with many other employee benefits.
At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully.
E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program:
E-verify Participation
Right to Work
$25k-29k yearly est. Auto-Apply 10d ago
Customer Service Representative
Greenpoint 4.3
Finance service representative job in Montgomery, AL
Description About GreenPoint Ag GreenPoint Ag is a farmer-owned, American-owned company. We're committed to farmers' success, because that's the only way we succeed. It's a responsibility we don't take lightly, and we look for employees who share this same commitment.
As a leading Southeastern U.S. agricultural inputs company, we source our strength from high-quality employees who allow us to build long-term relationships with our customers. We operate in over 100 communities across ten states.
If you share a passion for rural America and the farmers who are so vital to its health, then we'd like to talk with you. We are an Equal Opportunity Employer committed to creating an inclusive and dynamic workplace with the opportunity to challenge yourself in one of today's most vital industries. If you are a hardworking, passionate team player we would love to consider adding you to the GreenPoint Ag team. Our Opportunity We are looking for someone to fill a role for our location facility at Montgomery, AL. The position is regular full-time. The job role is primarily Customer ServiceRepresentative. Our culture fosters a connected work environment, employee engagement, and career development. Resume is required for this position Summary/Objective Serves as the customer liaison to bridge customers with account managers, supply, and logistics. Responsible for the successful execution and management through the entire life cycle of contracts and orders. Works directly with account managers and ensures the highest level of support for GreenPoint Ag's customers and vendors.Essential Functions
Builds strong customer relationships through providing excellent service
Performs contract management (i.e. contract entry, maintenance of orders, contract closure, reconciliation, etc.)
Addresses customer requests via phone or email (internal & external customers)
Performs customer invoicing
Collaborates with teammates
Performs inventory management within ERP system
Works closely with sales, supply, logistics and other GreenPoint Ag teams
Ensures consistent adherence to approved credit policy
Assists Warehouse Manager with merchandising, inventory management and housekeeping
Deliver products when necessary
Assist with loading/unloading products
Supervisor
This job has no supervisory responsibilities.
Required Qualifications
One year certificate from college or technical school; or 2+ years of experience and/or training in operations, customer support, or a related role; or equivalent combination of education and experience
Experience with agriculture preferred
Valid driver's license; must be able to meet a Motor Vehicle Review in accordance with Company policy
Knowledge, Skills & Abilities
Excellent interpersonal skills necessary for customer relations
Strong written and verbal communication skills
Dedication to building strong relationships with external and internal customers
Creative problem-solving abilities
Courageous decision-making abilities
Aptitude to effectively prioritize and execute tasks to full completion
Ability to meet challenging deadlines while still producing high-quality work
Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel)
Must be innovative and self-motivated; needs to have a passion for the business and a willingness to learn
Ability to work varied hours/days, including nights, weekends, and holidays as needed
Ability to communicate with associates and customers
Ability to read, count, and write to accurately complete all documentation
Work Environment While performing the duties of this job, the employee regularly works in an office setting, but may occasionally visit agricultural/warehouse sites that include exposure to extreme temperatures, dust, moisture, noise, and industrial hazards that require the use of PPE. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular use of the telephone and e-mail for communication is essential. Sitting for extended periods and the use of hands to finger is common. No heavy lifting is expected. Exertion of up to 10 lbs. of force may occasionally be required. While performing the duties of this job, good manual dexterity for the use of common office equipment such as computer terminals, calculator, and copiers is needed. While performing the duties of this job, the employee is frequently required to walk and talk or hear. Specific vision abilities required by this job include distance vision and ability to adjust focus. Vision requirements relate to ability reading/using computer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Travel Approximately 3% Other Duties Please note this is intended to describe the general nature and level of work performed by employees assigned to this position. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. Other job-related duties may be assigned without need to change this job description. GreenPoint Ag reserves the right to amend and change responsibilities to meet business and organizational needs as necessary with or without notice. EEO Commitment: We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, national origin, ethnicity, sex, pregnancy, sexual orientation, gender identity/expression, including transgender identity, religion, disability, age, genetics, active military or veteran status and any other characteristics protected under applicable federal or state law. BenefitsMedicalDentalVisionLife and AD&DDisability 401K Paid Vacation TimePaid Sick TimePaid Personal Choice Days (2) Paid Community Volunteer TimeEmployee Assistanceand more…. Communication with You We are mindful that the job placement market has recently been infiltrated by individuals attempting to commit fraudulent acts. Unauthorized persons have been known to place advertisements for fake positions in the name of innocent and unwitting employers by mixing them in among legitimate job postings on authorized sites and by posting them on sites not used by the genuine employer. These imposter advertisements sometimes contain contact information for interested applicants that are different from an employer's career website or company email address. Such imposter job advertisements typically include promises of high-paying jobs with the requirement that job seekers first send sensitive personal information or money to pay for things such as visa applications or processing fees. Please be advised that GreenPoint Ag will never ask a potential job seeker for any sort of advance payment as part of the recruitment or hiring process. You should look carefully at any email address that you are instructed to use to submit a job application. All email correspondence from GreenPoint Ag ends in “@greenpointag.com.” If you have questions about any of our open positions, please visit our careers website at *************************************
$27k-33k yearly est. Auto-Apply 60d+ ago
Front Desk CSR
Foley 4.1
Finance service representative job in Troy, AL
Work at the front desk and around the gym. Duties include answering the telephone, handling info calls, providing gym tours, explaining membership options and enrolling customers for membership, cleaning, cash register operation and retail sales.
JOIN THE CLUB.
Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team!
Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet.
TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU.
Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
$24k-31k yearly est. Auto-Apply 60d+ ago
Financial Service Representative
The Mitchell Agency 3.7
Finance service representative job in Alabama
Are you looking to start a career? Do you want a six-figure income with unlimited growth potential? At The Mitchell Agency, we believe only you should have control of how much you earn and how far you take your career.
The FinancialServiceRepresentative is responsible for direct management and oversite of individual's field performance, including new business acquisition & existing portfolio management.
The financialservicesrepresentative's responsibilities include responding to clients' inquiries in a professional manner, providing sound financial advice to clients to protect their assets. You should also be able to follow up with clients to ensure that they are satisfied with the products or services purchased.
To be successful as a financialservicesrepresentative, you should be able to build rapport with clients and continually meet or exceed sales goals. Ultimately, a top-performing financialservicesrepresentative should be knowledgeable of financial regulations as well as demonstrate exceptional communication, analytical, and customer service skills.
What We Offer
$50k- $150k+ 1st year potential
$70k Plus 1st year potential (with management experience)
WEEKLY BONUSES
WEEKLY PAY
Competitive sales and management bonuses
Industry leading incentives, up to 4 company sponsored vacation trips per year
Hands on training in classroom and out in the field with an experienced top manager
Accelerated growth potential: sales rep to team leader within 30 days
Lifetime vesting in renewals where you are paid for past performance
$21k-27k yearly est. Auto-Apply 60d+ ago
Insurance Representative
Farm Credit Services of America 4.7
Finance service representative job in Alabama
JOB PURPOSE AND SCOPE:
Performs outside sales of crop insurance. Works with prospective clients and existing customers to explain the features and merits of policies offered, recommending the type and amount of coverage based on analyses of customers' circumstances. Quickly builds trusting relationships with prospects and existing customers.
Relies on experience and judgment to plan and accomplish goals. Performs a variety of complex tasks. Works under minimum supervision. A significant degree of discretion, analysis and independent judgment is required.
EDUCATION AND EXPERIENCE REQUIREMENTS:
Bachelor's degree in Agribusiness, Agronomy, Agricultural Economics, or a related field and zero (0) to three (3) years of professional experience in an agricultural related field. Experience with insurance/underwriting of agricultural insurance products preferred. Property and Casualty Insurance license in the state of Alabama Preferred but not required. Applicants who do not possess a valid Alabama Property and Casualty license will be required to pass required testing for licensing in the first ninety days of employment.
POSITION SUMMARY:
Compiles lists of prospective clients to provide leads for additional business. Travels to prospective client's location and explains features and merits of policies offered, recommending the type and amount of coverage based on an analysis of the prospect's circumstances.
Formulates plans to retain existing clientele, suggests additions or changes in insurance program to policyholders.
Develops long-term relationships with clients and underwriters. Serves as a liaison between the Association and insurance carriers.
SKILL REQUIREMENTS:
Quickly build relationships with customers and referral sources. Must be able to think critically and analyze complex situations under minimal supervision. Must have a general knowledge of Agriculture and farming practices. Skill in oral and written communication; Intermediate to advanced skill level in Microsoft Office applications. Public speaking skills preferred.
$39k-48k yearly est. Auto-Apply 37d ago
Patient Financial Services Representative
Addiction and Mental Health Services, LLC 3.8
Finance service representative job in Warrior, AL
Job Description
About Company:
We're officially a Great Place To Work ! We've always believed that supporting our team is just as important as supporting our patients. Now, we're proud to share that we've earned Great Place To Work Certification - based entirely on feedback from our own employees.
Read more here: *************************
This certification reflects the culture we've worked hard to build - one rooted in trust, inclusion, and purpose-driven leadership.
At Bradford Health Services, we are committed to providing exceptional care to our patients while fostering a supportive and rewarding workplace for our employees. We believe that taking care of our team allows them to take better care of others, which is why we offer a comprehensive benefits package designed to support their well-being.
Our benefits include:
Medical Coverage - Three new BCBSAL medical plans with better rates, improved co-pays, and enhanced prescription benefits.
Expanded Coverage - Options for domestic partners and a wider network of in-network providers.
Mental Health Support - Improved access to services and a new Employee Assistance Program (EAP) featuring digital wellness tools like Cognitive Behavioral Therapy (CBT) modules and wellness coaching.
Voluntary Coverages - Pet insurance, home and auto insurance, family legal services, and more.
Student Loan Repayment - Available for nurses and therapists.
Retirement Benefits - 401(k) plan through Voya to help employees plan for the future.
Generous PTO - A robust paid time off policy to support work-life balance.
Voluntary Benefits for Part-Time Employees - Dental, vision, life, accident insurance, and telehealth options for those working 20 hours or more per week.
At Bradford Health Services, we don't just invest in our patients-we invest in our people.
About the Role:
The Patient FinancialServicesRepresentative plays a critical role in ensuring a smooth financial experience for patients within healthcare facilities across the United States. This position is responsible for managing patient accounts, assisting with billing inquiries, and facilitating payment processes to support the financial health of the organization. The representative acts as a liaison between patients and the healthcare provider, helping to clarify insurance coverage, payment options, and financial assistance programs. By providing clear, compassionate, and accurate financial information, this role helps reduce patient stress and promotes timely payments. Ultimately, the Patient FinancialServicesRepresentative contributes to the overall patient satisfaction and operational efficiency of the healthcare facility.
Minimum Qualifications:
High school diploma or equivalent required; associate degree or higher preferred.
Experience in a healthcare or financialservices environment, particularly in billing or customer service roles.
Basic knowledge of medical terminology, insurance processes, and healthcare billing practices.
Proficiency with computer systems and software used for billing and patient account management.
Strong communication and interpersonal skills to effectively interact with patients and team members.
Preferred Qualifications:
Certification in medical billing or coding (e.g., Certified Medical Reimbursement Specialist) is advantageous.
Experience working with electronic health record (EHR) systems and healthcare financial software.
Familiarity with federal and state healthcare regulations, including HIPAA compliance.
Demonstrated problem-solving skills and ability to handle sensitive financial discussions with empathy.
Responsibilities:
Communicate with patients to explain billing statements, insurance coverage, and payment options clearly and professionally.
Assist patients in setting up payment plans and resolving billing disputes or discrepancies.
Verify insurance information and coordinate with insurance companies to ensure accurate claim processing.
Maintain accurate and up-to-date patient financial records in compliance with healthcare regulations and privacy standards.
Collaborate with internal departments such as billing, collections, and clinical staff to resolve financial issues and improve patient service.
Skills:
The required skills enable the Patient FinancialServicesRepresentative to accurately interpret and communicate complex billing information to patients, ensuring clarity and understanding. Proficiency in healthcare billing software and electronic records systems allows for efficient management of patient accounts and timely resolution of financial issues. Strong interpersonal and communication skills are essential for building trust and providing compassionate support during potentially stressful financial conversations. Preferred skills such as bilingualism and knowledge of regulatory compliance enhance the representative's ability to serve a diverse patient base and maintain confidentiality. Together, these skills facilitate effective collaboration with internal teams and external insurance providers, contributing to the overall financial stability and patient satisfaction of the healthcare organization.
$25k-34k yearly est. 11d ago
Customer Service Representative
Alabama Professional Services 4.5
Finance service representative job in Birmingham, AL
Job DescriptionSalary: $16-$18 per hour
Alabama Professional Services is a family-owned home improvement and maintenance company that serves the state of Alabama. At APS, our purpose is to provide remarkable experiences for our customers and your role in that is crucial. We want to provide you with a workplace where you are appreciated, rewarded, and given opportunities to excel in your career.
Alabama Professional Services is actively seeking a Customer ServiceRepresentative. By joining our APS, Inc. you will be supported by 40+ years of industry experience and will serve a key role in providing excellent customer service to customers across the state of Alabama. If you pride yourself in providing exceptional customer service and want to be valued for what you bring to the team, apply today!
Benefits:
Comprehensive benefits package including medical, dental, vision, and life insurance
Potential for incentive-based compensation
401(k) plans
A trusting, respectful, and upbeat culture
The best tools, materials, and training to ensure your success
Opportunities for professional growth and development
Responsibilities:
Answer inbound customer service calls
Provide tactical support to other departments of the company
Facilitate collection calls daily for past due accounts
Schedule free service estimates
Follow up with customers on various needs
Keep customer records and database current
Precise data entry
Communicate with customers to ensure their satisfaction with our work
Provide customers with a remarkable experience
Qualifications:
No experience necessary- we will teach you everything you need to know on-site!
A customer-centric approach with the ability to address inquiries, concerns, and issues in a courteous and helpful manner
Exceptional telephone and interpersonal skills
Keen eye for accuracy when reviewing dates, payments, and scheduling information
Enthusiastic, proactive attitude with a willingness to take ownership of responsibilities
Proficiency in computer programs and apps
A desire to grow within the role and potentially take on additional responsibilities as experience is gained
High school diploma or equivalent
Must be able to pass a comprehensive background and drug screen
Our company is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, or any other characteristic protected by law. If you pride yourself in your work ethic and want an employer who will value your hard work, apply today to join our team.
$16-18 hourly 9d ago
Financial Services Representative (Overstaff)
Worldacceptance
Finance service representative job in Selma, AL
World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff FinancialServicesRepresentative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Overstaff FinancialServicesRepresentative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $15 - $19
What You'll Do:
Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
Guide customers toward upward credit mobility through responsible financial choices.
Deliver top-tier customer service by assisting with questions, concerns, and available products.
Process and prepare loan applications, documents, and renewals accurately.
Take and process customer payments.
Prepare and execute loan closings on current and renewal loans.
Balance assigned cash drawer daily and ensure all transactions are accurate.
Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
Maintain strong customer relationships and represent the company's values in every branch supported.
Collaborate with Branch Managers and team members to meet performance goals.
Other duties include but are not limited to:
Calling approved and unmade applications to close loans daily.
Supporting tax services and helping build tax clientele.
Sending complete and accurate credit denial letters within 30 days from the date of application.
Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
Reliable transportation for daily travel to assigned branches and bank deposits.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our FinancialServicesRepresentatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15-19 hourly Auto-Apply 60d+ ago
Motivated Customer Service Representative
Elite Level Marketing 4.0
Finance service representative job in Montgomery, AL
No Goal Or Aspiration Is Too Big To Attain With Hard Work And Determination. Our Team And Clients Are The Lifeblood Of Our Success. Anything Is Possible. In Our Dictionary The Word No Does Not Exist. Elite Level Marketing Was Created To Acquire And Retain Customers In A Personalized Manner For All Types Of Companies. Today, We Are A Market Leader In Outsourced Marketing And Innovative Marketing Campaigns.
Job Description
The Personal Approach:
Our method is simple: we apply a customer-friendly, face-to-face approach to our strategies. By directly meeting with consumer customers, we can dramatically increase our clients' customer satisfaction without dramatically increasing their budget. Our technique is proven to be the most effective way to penetrate a target market and acquire new, profitable customers.
What does this mean?
At this moment, we are looking for energetic, career-minded individuals to aid us with our expansion goal. These candidates will be hired as entry-level customer servicerepresentatives for the area with rapid advancement opportunities to move into management. Our training program is designed to cross-train the right candidate in all aspects of business and marketing as well as incorporate communication and team leadership. The focus is to prepare them for a position as a branch manager of a location, overseeing the marketing for a Fortune 100 client.
Qualifications
Responsibilities in this program include:
• Team Leadership
• Customer Acquisition
• Building Client Relations
• Oversee Campaign Development
• Manage Customer Service, Administration, and Sales Personnel
Our Company offers:
• Competitive Pay Structure
• Hands-on Training
• Outstanding Growth Opportunities
• Travel Opportunities
Additional Information
No experience is necessary. Advancement is based solely on performance, not on seniority. We are filling positions ASAP, so please respond promptly if interested.
Please note; all applicants should have living accommodation in the area. Due to the high number of qualified people looking for work in the area, we cannot hold spots for those hoping to relocate once they find work.
$24k-31k yearly est. 3d ago
Customer Service Representative
Lyons HR, LLC 3.9
Finance service representative job in Jacksonville, AL
Job DescriptionPosition Title: Customer ServiceRepresentative Reports to: Customer Service Manager Mission Statement: Our mission is to protect the assets of our clients through thoughtful risk analysis and informed coverage recommendations. We provide accurate and immediate service to build trustworthy and long-lasting relationships with clients, carriers, and coworkers. Protection is our purpose.
Aligned Insurance is a leading multiline, multi-carrier insurance agency specializing in comprehensive business and commercial coverage. Our mission is to provide tailored insurance solutions that meet the unique needs of our clients while delivering exceptional service and expertise. We are committed to fostering a dynamic and supportive work environment where our team members can thrive and grow.
Position Overview:
We are seeking a dedicated and detail-oriented Customer ServiceRepresentative to join our team. In this role, you will be the primary point of contact for our clients, providing exceptional service and support throughout their insurance experience. You will handle inquiries, resolve issues, and ensure that our clients receive timely and accurate information regarding their insurance policies.
Key Responsibilities:
Client Interaction:
Serve as the primary contact for client inquiries via phone, email, and other communication channels.
Address and resolve client questions and concerns related to their insurance policies, coverage options, and billing.
Provide clear and accurate information about policy details, claims procedures, and account status.
Policy Management:
Assist clients with policy changes, including updates to coverage, personal information, and billing details.
Process policy endorsements, renewals, and cancellations in a timely and accurate manner.
Coordinate with insurance carriers to ensure that client requests are handled efficiently.
Claims Support:
Guide clients through the claims process, including filing claims and providing necessary documentation.
Follow up on claims status and provide clients with updates and resolutions.
Work with claims adjusters and underwriters to facilitate prompt resolution of claims issues.
Administrative Duties:
Maintain accurate and up-to-date records of client interactions and transactions.
Prepare and process correspondence, documentation, and reports as needed.
Ensure compliance with company policies and regulatory requirements in all client interactions.
Customer Service Excellence:
Demonstrate a high level of professionalism and empathy in all client interactions.
Resolve client complaints and issues in a constructive manner, aiming for positive outcomes.
Continuously seek opportunities to improve the customer service experience and contribute to team success.
Team Collaboration:
Collaborate with other team members and departments to ensure a seamless client experience.
Participate in team meetings and training sessions to stay informed about company updates and industry changes.
Provide feedback and suggestions for improving processes and customer service practices.
Qualifications:
Previous experience in a customer service role, preferably within the insurance industry.
Strong understanding of insurance products, policies, and terminology is a plus.
Excellent communication skills, both verbal and written, with the ability to convey information clearly and professionally.
Strong problem-solving skills and the ability to handle complex inquiries with patience and empathy.
Proficiency in Microsoft Office Suite and experience with CRM software.
High level of attention to detail and accuracy in handling client information and transactions.
Ability to work effectively both independently and as part of a team in a fast-paced environment.
Education and Certifications:
High school diploma or equivalent required; Associate's or Bachelor's degree in Business, Communications, or related field preferred.
Insurance licenses or certifications are a plus but not required; training will be provided. A successful candidate will be required to obtain licensure to remain employed.
What We Offer:
Competitive salary and performance-based incentives.
Comprehensive benefits package, including health, dental, and retirement plans.
Opportunities for professional development and career advancement.
A supportive and collaborative work environment with a focus on employee well-being and success.
How to Apply:
Interested candidates should submit their resume and a cover letter outlining their relevant experience and qualifications to Tripp Asbridge, Customer Service Manager, at ************************************. Please include "Customer ServiceRepresentative Application - [Your Name]" in the subject line. Candidates selected for an interview will be required to complete an aptitude assessment prior to an interview being scheduled.
Aligned Insurance is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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$25k-32k yearly est. Easy Apply 3d ago
Sales & Service Representative
MRC Services Co 4.6
Finance service representative job in Mobile, AL
MRC Global serves the oil and gas industry across the upstream, midstream and downstream sectors as well as the chemical and gas distribution market sectors worldwide.
Job Purpose
Responsible for delivering responsive and committed support to customers; accountable for safe and effective branch operations aligned with MRC Global strategy for gross margin growth, and financial/operational performance.
Responsibilities
Individual must be able to perform the essential duties with or without reasonable accommodation.
Respond to incoming customer inquiries, develop accounts, and generate quotes using MRC Global database.
Maximize gross margin sales through careful analysis during the quote process.
Identify and act on opportunities to increase market share by growing sales.
Provide product prices, delivery specifications, and payment terms by offering substitute products where appropriate.
Assist outside sales and/or branch management in processing priority transactions.
Work to understand customers' business and determine customers' requirements and expectations in order to recommend specific products and solutions and make value-added recommendations to increase sales.
Enter and maintain purchase orders, customer orders, procurement matches, and trade discounts as needed.
Work with internal MRC Global departments to set up and maintain accurate customer files (profiles).
Maintain and approve quality standards.
Establish and maintain customer relationships, communicate with customers and co-workers to provide technical information.
Participate in meetings and training opportunities to enhance and maintain personal and product knowledge.
Monitor expected ship dates to ensure timely delivery and expedite as needed.
Provide prompt responses to internal and external customers, vendors, and branch inquiries about the material and the sales function (including warehouse errors, shortages, and damaged material).
Perform other duties as required.
Take reasonable care for the safety and health of yourself and others.
Report workplace hazards, injuries, or illnesses immediately.
Qualifications
Any combination of requirements that provides the knowledge and abilities necessary to perform essential duties and responsibilities will be considered.
High School Diploma or General Education Degree (GED) and additional post-secondary training or education.
Any combination of two or more years in customer service, inside sales, and/or warehouse services in a position with increasing responsibility, including demonstrated leadership/supervisory experience.
Demonstrated competence in the use of computers and software applications.
Demonstrated ability to communicate and promote ideas and transfer detailed knowledge to others.
Ability to effectively present information in one-on-one and small group situations.
Willingness and ability to be on call as needed to provide 24-hour service to customers.
Willingness and ability to travel within and outside the branch service area, with occasional overnight stays.
Valid Driver's license with the ability to meet the MRC Global vehicle policy.
Additional Qualifications
Must have the ability to provide documentation verifying legal work status.
Ability to read and speak the English language proficiently in order to communicate with others, understand and interpret safety instructions, and respond to inquiries.
Ability to understand and comply with MRC guidelines and expectations, including Code of Conduct and Conflict of Interest guidelines.
Working Conditions
For position-specific details regarding the physical and mental demands and working conditions, contact Human Resources.
Reasonable accommodation may be made to enable individuals to perform essential functions.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.
California Employee Data Collection Notice
$26k-32k yearly est. Auto-Apply 10d ago
Winner's Circle - Customer Service - Dave and Busters
Daveandbusters
Finance service representative job in Birmingham, AL
Dave & Buster's is different from everywhere else. No two days are ever the same. Time will fly by serving hundreds of people with flexible schedules you can accommodate school or other jobs. Plus, your co-workers are awesome!
Dave & Buster's offers an attractive benefits package for many positions, including medical, dental, vision, 401K, FREE GAMES and more.
POSITION SNAPSHOT: Our Winner's Circle position ensures Guests' initial impressions with Dave & Buster's are positive and welcoming. The Winner's Circle position requires a strong communicator who will guide our Guests through their Midway experience.
NITTY GRITTY DETAILS:
Delivers an unparalleled Guest experience through the best combination of food, drinks and games in an ideal environment for celebrating all out fun.
Keeps immediate supervisor promptly and fully informed of all problems or unusual matters of significance and takes prompt corrective action where necessary or suggests alternative courses of action.
Provides timely and accurate service while managing wait times and communicating information as needed to Guests, Team Members, and Managers.
Greets Guests with a positive attitude and enthusiasm while performing multiple job functions. Smiles and greets Guests upon entering.
Assists the Guest with all requests and answers questions as needed and makes recommendations on items.
Provides game assistance by promptly notifying Support Technicians or Management as needed.
Bids farewell to Guests leaving. Ensures everything was satisfactory and invites Guests to return.
Notifies Manager of any Guest that is perceived to be unhappy.
Practices proper cost controls by accurately weighing tickets and scanning merchandise.
Responsible for stocking, displaying and securing merchandise in all storage areas.
Responsible for the reconciliation of tickets and merchandise inventory.
Conducts merchandise inventory during and after shift, if applicable.
Checks for restocking of necessary supplies. Brings all areas up to standard. Discusses problem areas with Manager.
Reviews the cleanliness and organization of the Winner's Circle. Ensures all plush and shelves are stocked, properly cleaned, and maintained.
Properly positions and set up displays to increase Guest traffic and promote sales.
Assists other Team Members as needed.
Maintains a favorable working relationship with all other company Team Members to foster and promote a cooperative and harmonious working climate that will be conducive to maximum Team Member morale, productivity and efficiency/effectiveness.
Must be at least 16 years of age.
RequirementsSTUFF OUR ATTORNEYS MAKE US WRITE:
The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the Team Member will regularly be required to:
Be friendly and able to smile frequently.
Work days, nights, and/or weekends as required.
Work in noisy, fast paced environment with distracting conditions.
Read and write handwritten notes.
Lift and carry up to 30 pounds.
Move about facility and stand for long periods of time.
Walk or stand 100% of shift.
Reach, bend, stoop, mop, sweep and wipe frequently.
The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified in this position.
As an equal opportunity employer, Dave & Buster's is dedicated to our policy of nondiscrimination in all aspects of employment, and we comply with all Federal, State and Local laws regarding nondiscrimination.
Dave and Buster's is proud to be an E-Verify Employer where required by law.
Salary
Compensation is from $7.25 - $11 per hour
Salary Range:
7.25
-
11
We are an equal opportunity employer and participate in E-Verify in states where required.
Finance service representative job in Alabaster, AL
JOB TITLE: Chief Student Services Officer
QUALIFICATIONS:
A valid Alabama certificate for superintendent, principal or supervisor.
A minimum of three years of successful teaching experience.
A minimum of three years administrative and/or supervisory experience.
Experience in working with programs for at-risk students preferred.
Experience/knowledge in computerized record keeping preferred.
Demonstrated competence in oral and written communications.
Such alternatives to the above as the Board may find acceptable.
REPORTS TO: Superintendent
JOB GOAL:
To enable all students to utilize their educational opportunities to the fullest by eliminating, as far as possible, those problems that prevent or interfere with the student's learning.
PERFORMANCE RESPONSIBILITIES:
Provide leadership and assist with the formulation of a desirable educational program for the students of Alabaster City Schools.
Investigate and follow up on findings in cases of absence referred by school principals or legal authorities or in cases known to the Central Office.
Refer to the legal system any cases in which child abuse, neglect, or employment law violations seem to have occurred and prepare cases for formal hearings as needed.
Cooperate with school officials, counselors, juvenile court, and other social agencies dealing with cases of known, suspected, or probable delinquency on the part of school age persons.
Attend court when cases are presented concerning juveniles or support personnel using the services of the Board attorney when appropriate.
Serve as liaison between Family Court and the School System or between schools and the parents, the courts, community agencies, and policy authorities.
Maintain, update, and enforce the attendance program for the district's students.
Serve, as requested, as a hearing official for administrative hearings provided juveniles.
Conduct attendance hearings, court conferences, and other administrative duties to ensure compliance with the district's attendance program.
Coordinate the placement of irregular enrollments.
Coordinate efforts to comply with state and local health requirements for students and advise schools and parents concerning communicable diseases.
Cooperate with Area Adult Education Agencies in referral of students.
Coordinate, plan and administer school system attendance zones and out of zone requests.
Serve as central office representative for athletic issues and concerns.
Coordinate the development and implementation of computerized attendance accounting.
Direct all activities involving the development and publication of the Code of Conduct and Attendance.
Recommend needed policies and services concerning Alabaster City Schools students.
Be regular and punctual in attendance.
Maintain confidentiality of any Board of Education business.
Assume other responsibilities and duties that might be reasonably assigned.
TERMS OF EMPLOYMENT: 12 Months (240 days)
EVALUATION: Performance of this job will be evaluated in accordance with provisions of the Board's policy.
SALARY: Appropriate placement on current salary schedule.
$28k-45k yearly est. Auto-Apply 42d ago
Member Contact Center Financial Services Representative
ASE Credit Union 3.1
Finance service representative job in Montgomery, AL
Role
Responsible for accurately processing financial transactions and assisting members with a variety of products and services. Provides friendly, professional, and confidential service to members while minimizing wait time.
Major Duties and Responsibilities 35%
Works loan queues and conducts interviews with loan applicants for various types of loan requests. Identifies and uncovers needs through conversation and makes appropriate recommendations for loans and products based on member needs. Reviews all documentation for completeness and accuracy according to established policies, procedures, and compliance guidelines. Responsible for meeting established production goals monthly. Adheres to member service standards.
30%
Obtains member information and inputs or updates information into the core system. Opens various new accounts, share certificates, IRAs, and specialty accounts. Educates members about products and services focusing on benefits from using needs-based conversation skills. Assists with a wide variety of member services including account questions, fraud and dispute issues, safe deposit boxes, stop payments, and notary services. Processes business account requests.
25%
Assists with answering the loan line and provides backup and support to the call center and processor as needed. Answers incoming department calls and emails and helps maintain a high level of service.
5%
Complies with all company policies, procedures, and service standards. Complies with applicable laws and regulations.
5%
All other job responsibilities as assigned by management.
Knowledge and Skills Experience
Two years of financial industry experience required. Experience in sales, opening accounts, and/or consumer lending preferred.
Education/Certifications/Licenses
High school degree or GED required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. Ability to communicate information of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance. Ability to develop and foster strong working relationships with team members and members to ensure we are achieving the overall mission and vision of the credit union. Incorporate core values into daily activities and decisions.
Other Skills
Must be bondable. Excellent written and oral communication skills. Time management skills. Ability to prioritize and multitask. Logic and reasoning skills. Attention to detail. Microsoft Office.
ADA Requirements Physical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of local travel as driver and travel by commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
ASE Credit Union is an Equal Opportunity Employer
$21k-24k yearly est. 60d+ ago
Associate Relationship Banker - Cox Creek and Hough Rd - Florence, Alabama
Jpmorganchase 4.8
Finance service representative job in Alabama
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, FinancialServices, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$22k-27k yearly est. Auto-Apply 9d ago
Learn more about finance service representative jobs