Finance service representative jobs in Apollo Beach, FL - 2,312 jobs

Position: Part Time Customer Service Representative $20-21 Hourly Based On Experience Looking to HIRE RIGHT AWAY!! Roughly 20-25 Hours Weekly Shifts: Monday-Friday: 9am-6pm Saturday: 11am-6pm Must Haves: Self-sufficient - Will be opening and closing by themselves Basic computer skills to enter shipping/tracking information Customer Service experience Organized, reliable, & meet deadlines Strong written and verbal communication skills Day to Day: This is a huge opportunity to get your foot in the door with a large fortune 500 company. The associate will have the potential opportunity to eventually grow with the operations, finance, or marketing divisions of the company if desired. The Associate will be opening and closing the store each day. They will be helping take packages from customers and ensure the packages are logged correctly to end up in the right location. They will be servicing anywhere from 1-2 clients per hour and helping to create new shipment logs/labels. They will be able to reach out to other team members for any questions that need to be escalated.

Ramey Insurance is a well-stablished, community focused agency founded in 2002. We are currently seeking a motivated, customer-focused professional to join our team in the capacity of a Customer Service Representative. This position will focus on servicing our Personal Lines clients. The ideal candidate will need to be reliable, detail-oriented, and committed to delivering excellent service while building strong client relationships. Duties will include: Assist clients with policy inquiries Maintain detailed records of client interactions and transactions Handle inbound/outbound calls and follow-up Deliver exceptional customer service through in-person, phone and email communication Support sales efforts by identifying client needs Collaborate with team members to improve service processes Maintain knowledge of insurance products and industry updates License/Certification: Must have 4-40 or 20-44 P&C License Salary & Benefits: Salary from $35K to 48K per year, based on experience Health Insurance paid 100% 401K including matching Paid Time Off Up to 15 paid holidays off Professional Development Assistance

Our client, a water technology provider, is seeking a Customer Service Representative for a 6+ month contract opportunity located in Sarasota, FL. This role is hybrid. The Utility Service Temporary Customer Support role provides administrative and operational assistance to the utility services team. This position supports daily service operations through accurate data entry, scheduling, invoicing, and documentation. The ideal candidate is detail-oriented, organized, and works well in a team-focused environment. Key Responsibilities: Create and process Bills of Lading (BOLs) accurately and in a timely manner Invoice customers and ensure billing accuracy Enter and maintain load schedules within the internal scheduling calendar Enter requisitions (reqs) into SAP and other internal systems Review documentation for accuracy, completeness, and compliance Support team members with general administrative and service-related tasks Maintain organized records and assist with operational coordination as needed Qualifications: High school diploma or equivalent required SAP experience preferred but not required Strong attention to detail and accuracy Solid math skills with the ability to handle calculations and billing data Ability to work collaboratively as a team player Strong organizational and time-management skills Basic computer proficiency and ability to learn internal systems Pay Rate- $21.00- $25.00/hour

Ensure outstanding customer service through fast and accurate processing of orders and service requests. Taking inbound and making outbound calls. Coordinating C02 fills and service calls with customers providing estimated time of arrivals to customers. Coordinating with Service Managers and Area Beverage Managers. Following the escalation process to ensure customer satisfaction. Handle general inquiries and some basic troubleshooting. We are responsible for building and maintaining the business relationship with our customers, Service Managers and Area Beverage Managers by providing world class customer service to our internal and external customers. This position will also be responsible for responding to customer calls and working with Area Beverage Managers and Service Managers to provide products and services to ANC (Airgas National Carbonation) customers. Responsibilities Determine course of action according to customers' needs Work with Service Managers and Area Beverage Managers to provide estimated time of arrival for service and C02 fills. Follow up with customer and advise on response method and time frame Coordinate with A/R on delivery issues due to non-payment Liaison between customers and drivers to help business run efficiently Non-technical customer support Handles next level Customer Service issues. Troubleshooting calls. Excellent follow up skills Work with different departments on training and projects Answer phones and respond to customer request Provide customers with product and service information Transfer calls to appropriate departments Assist with special projects given by supervisors Assist with voicemail requests Provide customers with product and service information Assist with rush deliveries Update and create processes as needed Assist with Portal/ Email Orders EDUCATION and/or EXPERIENCE: High school diploma or general education degree (GED); or one to two years related experience and/or training; or equivalent combination of education and experience. Google Suites and/or Microsoft Suite

Role Description This is a full-time, on-site role for a Single Family Flooring/Cabinet Sales Representative located in Central Florida. The role involves building and maintaining strong relationships with homebuilders and developers, assisting clients in selecting flooring, cabinets, and other interior finish products that meet their specifications and budgets. The Sales Representative will also prepare and present proposals, manage client communications, and ensure customer satisfaction throughout the sales and installation processes. Qualifications Strong Communication skills, including the ability to clearly present ideas and effectively engage with clients and team members Experience in Case Management and account management to plan and execute sales processes effectively Ability to assess customer needs and offer knowledgeable solutions based on experience in Family Law, Family Medicine, or other applicable backgrounds Sales experience in flooring, cabinetry, or construction materials is highly preferred Strong organizational and time-management skills to meet deadlines and coordinate projects Proficiency in relevant software tools for sales and account management is a plus High degree of self-motivation and ability to work independently

Full-time Description Summary: To provide each account with reliable and efficient delivery through the Great Bay service call. Essential Duties and Responsibilities Execute product freshness and rotation standards and communicate any potential problems to the account manager. Provide customers with reliable and efficient delivery through Great Bay structured service call. Monitor competitive activity on a daily basis and provide sales management accurate information. Walk safety circle and perform pre-trip inspection, and follow checkout and check-in procedures in accordance of company policies. Notify account manager of any accounts unable to be serviced. Complete all sales tickets, settlement sheets, and related paperwork neatly/accurately. Honor all business commitments to customers. Assist with the building of displays. Follow and execute the Great Bay standard service call. Compliance with all Equal Employment Opportunity rules and guidelines. Ability to cooperate with others as needed to complete job tasks. Ability to appear at work as scheduled, mindful of the company's attendance policies. Must be able to safely drive and maneuver a 40' semi-tractor trailer. Must be able to operate an electric pallet jack. Follow check-in and checkout procedures. Honor all business commitments to accounts. Merchandises palletized delivery. Assists in building displays, maintaining rotation, stock coolers, and maintain existing displays. Drive vehicle safely, courteously, and obey all traffic regulations. Weekend pull-up as needed. Ability to appear at work as scheduled, mindful of the company's attendance policies, While on duty and in uniform, Merchandisers represent Anheuser - Busch and Great Bay. They must relate well with retail customers and the public. Rotate all products according to Greta Bay and Anheuser - Busch standards. Perform Structured Service Call completely at each assigned stop. This includes but is not limited to: counting truck load unloading product from trucks stacking and loading product on hand trucks/breakdowns pushing/pulling loaded hand trucks/breakdowns into retail accounts from parking lots checking in product navigating hand trucks/breakdowns inside customer locations unloading and unpacking products affixing price stickers to products filling all retail slots and displays with product in proper rotation neatly stocking product in customers' back stock storage discarding any and all trash, flats and cartons collect and accurately count and check in any payments for product delivered Competencies: Communication Ethical Practice Relationship Management Secondary Duties Attend all required company meetings Merchandisers must follow all company policies and procedures, must comply with State beverage regulations and Great Bay's safety program Keep Company provided vehicle clean Must follow instruction Other duties as assigned Must be adaptable to change, this is including, but not limited to: daily schedule or route, working hours, weekly schedule, Team leader, etc. Requirements Knowledge/Skills and Abilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to fill out work orders and other correspondence. Ability to speak effectively with groups of customers. Obtain Pallet Jack training and certification. Customer Service Skills: Ability to relate well with co-workers, supervisors, customers and the general public. Certificates, Licenses, Registrations: Current valid Class “A” Florida Drivers' License. This license must comply with our insurance carrier's guidelines for an acceptable, insured driver. Ability to obtain a Class “A” CDL. Maintain Medical DOT card. 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. While performing the duties of this job, the employee is regularly required to reach, climb or balance. The employee is frequently required to stand, walk, sit, use hands, talk and hear. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must constantly lift and/or move 25 pounds and occasionally lift and/or move up to 171 pounds. The employee must occasionally pull and/or push up on a loaded 2/4 wheel hand truck on uneven surfaces and up delivery ramps. Working Conditions: The employee is regularly exposed to outside weather conditions. The employee is frequently exposed to extreme cold while merchandising and rotating products in coolers. Other Duties: Please note this is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Management reserves the right modify this job description at any time. Salary Description $1,049/weekly

Job Description We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country. SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades. 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. · Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required. · Maintain and review sales and profit goals on a regular basis · Participates in daily sales meetings and other various team meetings. · Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members. · Attends outings, shows and conventions as directed by management. · Submits customer sponsorship requests to management in a timely manner. · Provides management with suggestions that will improve our company. · Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions. · Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs. · Performs other related duties as assigned by management. SUPERVISORY RESPONSIBILITIES: · This job has no supervisory responsibilities. QUALIFICATIONS: · Computer skills required: Microsoft Office Suite o 4+ years' experience in sales or a related field (experience in building materials a plus). o Excellent written and oral communication skills. o Strong team player, work ethic and commitment to job. o Excellent interpersonal skills. o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers. o Ability to multi-task in a fast-paced environment. o Ability to work closely with peers on team orientated goals. o Ability to follow company directives and instruction. PHYSICAL DEMANDS AND WORK ENVIRONMENT: Occasionally required to stand. Occasionally required to walk. Continually required to sit. While performing the duties of this job, the noise level in the work environment is usually quiet and moderate. The employee must occasionally lift and/or move up to 10 pounds.

Gateway Services is North America's leading accredited pet aftercare provider offering 24/7 professional grief support, memorial keepsakes, pet burial, and fully trackable pet cremation. With 150+ locations, 2,000 team members and servicing over 17,000 veterinary clinics across North America, Gateway has built a solid reputation for providing compassionate and respectful aftercare for pets and the people who love them. Gateway has proudly achieved the esteemed Great Place To Work Certification™ in both Canada and the USA, a testament to our exceptional workplace culture and employee satisfaction. Join our team and experience the rewarding environment that has earned us this prestigious recognition. Please visit Gateway Services Inc. to learn more about us. Pay Rate: $18/hr Work Hours: Monday, Tue, Thursday, Friday 7am - 5 PM - One Saturday a month Location: Pet Angel, Clearwater, FL Job Overview At Gateway, our Customer Service Representatives (CSRs) are relationship-driven professionals in a key customer-facing role. As the primary link between Gateway and our veterinary partners, CSRs build lasting relationships, manage customer needs, and resolve challenges with professionalism and compassion. This position goes beyond driving. While transportation is part of the job, CSRs spend their days engaging with clinics and communities, staying active, and representing Gateway with care and integrity. What you'll do: Serve as the main point of contact for veterinary clinics, providing reliable and compassionate service Build trusted relationships with clinic staff and families through empathy, respect, and professionalism Safely handle pets in the aftercare process with dignity and care Manage customer needs and solve problems effectively Support Gateway's reputation for exceptional service in every interaction What we're looking for: Strong relationship-builder with excellent communication skills Empathetic and respectful, especially toward families and pets in our care Organized, dependable, and committed to customer service excellence Comfortable with driving responsibilities and being active throughout the day Pet lovers and pet parents are especially well-suited to this role The CSR role reports to the Care Center Manager. Duties & Responsibilities Relationship management: Serve as the primary point of contact for veterinary clinics on your route. Build and maintain strong relationships with clinic staff to ensure satisfaction and efficiency. Develop and maintain strong relationships with veterinary clinic staff. Maintain and support growing account base. Educate clients on services, answer questions, and address concerns promptly. Address any inquiries or concerns raised by clinic employees regarding service quality and operational efficiency. Ensure clinics receive prompt and professional support for all their pet aftercare needs. 100% Service Perfection and Wow 'ng customers at every interaction. Collect feedback to improve service quality and enhance the overall customer experience. Service delivery: Address any service issues proactively and escalate concerns to the appropriate department when necessary. Educate clinics on company services, policies, and procedures to enhance their experience and optimize operations. Ensure that the collection of all pets from veterinary clinics is conducted with the utmost care and the highest level of professionalism. Living our Brand Promise and One Pet at a Time. Anticipate clinic needs before requested, ensuring the highest level of quality service. Maintain all proper documentation and tracking for all pets entrusted to you. Enhance the overall clinic experience by ensuring that clinic staff are appropriately informed on company services, policies, and procedures. Assist with administrative tasks related to client accounts, including billing inquiries and service modifications. Follow company safety guidelines, adhere to store policies, and maintain vehicle and equipment standards. Always maintain best in class service standards by ensuring that you always comply with proper uniform and vehicle cleanliness standards. A positive and welcoming attitude is a must. Product and Service Promotion: Educate veterinary clinic staff on new product launches and available commemorative merchandise for pet parents. Distribute authorized marketing materials to clinics and ensure product information is up to date. Identify potential sales leads and redirect them to the Business Development Manager for follow-up. Monitor inventory levels of promotional materials and request replenishments as needed. Key Performance Indictors Growing revenue from existing clinics (Same Store Sales Growth). Expanding services and products within your assigned route (Organic Growth). Retaining clinic partnerships and keeping them highly satisfied (Client Attrition Rate & NPS). Minimizing customer complaints and ensuring on-time, exceptional service. Education, Training & Qualifications High school diploma or GED required as minimum Prior experience in customer service, account management, or sales/route sales is highly desirable. Proficiency in CRM systems and sales tracking tools. Ability to work early morning hours, weekends, and holidays as needed. Basic math and computer skills for order placement and inventory tracking. Valid driver's license with a clean driving record. Skills and Abilities Empathy and Compassion: Deep understanding of pet parents' grief and the vital role of aftercare services. Training provided. Service Excellence: Dedication to delivering exceptional, white-glove customer service. Problem Solving: Focused on turning obstacles into opportunities to deliver smoother, more reliable service. Urgency and Precision: Ability to respond swiftly while maintaining accuracy and care. Sales Expertise: Skilled in professionally educating and informing clinic staff about products. Strong Relationship building skills. Energy and Professionalism: A proactive approach with strong interpersonal skills. Innovative Problem-Solving: Continuously seeking ways to enhance customer experience and service delivery. Strong Communication and Customer Focus: Excellent interpersonal skills with a customer-first mindset. Multitasking and Account Management: Ability to efficiently oversee multiple clinic accounts. Pet Handling Experience: Comfortable and experienced in professionally handling animals. Training provided. Independent Decision-Making: Capable of working autonomously in a fast-paced environment. Technical Proficiency: Skilled in using CRM software, email communication, and other computer applications. Physical Capability: Able to safely lift and transport animals of various sizes. Working conditions You'll be expected to deliver best-in-class service at every interaction, living out our brand promise of treating each pet with dignity and each client with utmost care. Daily direct interaction with veterinary clinic staff, including doctors, technicians, and reception teams, to ensure they feel supported and informed. Independent decision-making is essential, along with the ability to adapt quickly and solve problems proactively on behalf of clinics and pet parents. Exposure to the emotional aspects of pet loss and grief is common. Compassion and empathy are essential when working with veterinary teams and pet parents during sensitive situations. Flexibility is required to respond to time-sensitive needs from veterinary clinics and to ensure consistent, high-quality service. Frequent heavy lifting in a physically active environment. Maintaining professional appearance standards, including uniform and vehicle cleanliness, is required to uphold our brand and reassure clients. YOU'LL LOVE WORKING WITH US BECAUSE: The People. You will be surrounded by some of the most talented, supportive, smart, and kind leaders and teams - people you can be proud to work with! OUR CORE VALUES: People First Exceed Expectations (HIT) Honesty, Integrity, Trust Be Passionate and Caring Continuously Improve WHAT YOU CAN EXPECT FROM US: Generous salary and benefits package includes: 3 national medical plans that pay 100% after the members' deductible and copays 2 national dental plans that cover many services at no cost to the plan members National vision plan Company paid Life/ AD&D,and LTD for all full-time employees Chance to purchase additional Life/AD&D coverage at discounted rates Critical Illness, Accident and Pet insurance are offered as an employee's choice Tax savings account: HSA, Health and Dependent Care FSAs 401(k) Retirement plan Potential for Career Growth Employee Assistance Program Paid Holidays & Time Off A Sense of Community Great Hearts & Minds Scholarship Program Gateway Tuition Reimbursement Program Gateway Services Inc. and our brands are committed to providing accessible employment practices and fostering a culture of diversity and inclusion. Our employees are our greatest asset and each employee's cultural differences, life experiences, self-expression, and unique capabilities are what build our company culture and success. If you require accommodation due to disability during any stage of the recruitment process, please notify Human Resources at *************************. New employees to Gateway will be required to successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit e-verify.gov Monday, Tue, Thursday, Friday 7am - 5 PM - One Saturday a month 40 hrs per week (OT required based on business need)

About the job Tampa International Forest Products is a significant player in the wood products industry, and we have been recognized as one of the premier commodity trading companies to work for. We are currently seeking a highly driven and competitive individual to join our growth-oriented team as a trader trainee! As a trainee, you will start out in our trader trainee development program, which is designed to provide you with a deep understanding of our industry and equip you with the necessary tools that pave the way for a rewarding career at TIFP. As a lumber trader, you will play a pivotal role in buying and selling lumber, cultivating client relationships, managing risk and margin and actively engaging in a dynamic market. If you are a highly motivated, self-starting individual who has a passion for developing customer relationships and a desire to thrive in a competitive environment, we encourage you to apply for this exciting opportunity! **This is not a remote opportunity** Responsibilities: Start learning the ins and outs of the industry through our logistics department by growing our transportation network and negotiating freight rates Network, cold-call, and qualify prospects to start building your own book of business Continuously generate new trading ideas by identifying market trends and opportunities Build relationships with clients and provide value through market intelligence. Travel to visit with clients on a quarterly basis. Keep a constant up-to-date knowledge of the markets to ensure continuous real-time price discovery. To thrive in this role, you are: Bilingual in English and Spanish Willing to travel to Mexico. A natural salesman with 2-5 years B2B sales experience. High energy with an entrepreneur spirit Ambitious, driven and achievement-oriented Excellent problem solving, analytical and mathematical skills Possess strong interpersonal and communication skills Ability to prioritize and perform multiple activities A strong desire to succeed and manage your own business.

Benchmark International's U.S. mergers & acquisitions practice is seeking a highly accomplished Senior Investment Banker to serve as Head of Middle Market M&A. This key leadership role oversees our national Middle Market sell-side practice, representing owner-operated companies across the United States generating $10-$25 million in EBITDA. You will lead a world-class transaction execution team, deliver strategic advisory services to founder-led businesses, and manage a sophisticated portfolio of sell-side engagements from initial client onboarding through to a successful closing. As a senior leader and visible face of the firm, you will collaborate closely with Benchmark International's CEO and executive leadership team. This position requires a seasoned dealmaker with a strong sell-side execution background, superior leadership skills, and the ability to mentor and inspire high-performing bankers. The role is ideal for a player-coach who excels at navigating complex middle market transactions and driving transformational outcomes for business owners. Job Responsibilities: Lead Deal Team & M&A Execution• Direct and lead the full execution function of the M&A lifecycle for Middle Market engagements.• Oversee active portfolio management and drive transactions through due diligence, negotiation, structuring, and closing.• Provide high-level strategic guidance to clients, ensuring alignment with their goals and market realities.• Ensure rigorous adherence to Benchmark International's process manual and best-in-class execution standards.Client Relationship Management• Build and maintain strong relationships with owner-operators and executive teams.• Serve as a trusted advisor, offering insight into market trends, valuation dynamics, buyer behavior, and strategic alternatives.• Support clients through the emotional and strategic complexities of selling a business.Team Construction, Leadership & Development• Recruit, develop, and lead a high-performing team of senior bankers, associates, and analysts.• Foster a collaborative, accountable, results-oriented environment.• Mentor team members to enhance their technical skills, client communication, and deal leadership abilities.Deal Origination Support• Collaborate with the Middle Market Team's dedicated Origination Unit to assist in sourcing new M&A mandates.• Leverage your experience and credibility to support origination strategy and win new client engagements.Strategic Planning & Market Intelligence• Remain current on industry, economic, and M&A market trends.• Translate market dynamics into actionable insights for clients and internal teams.• Represent Benchmark International at industry conferences, speaking events, and professional forums.Risk Management & Compliance• Ensure all transactions comply with legal, regulatory, and internal risk management standards.• Oversee due diligence processes and coordinate with legal, financial, and tax advisors.• Proactively identify risks and ensure smooth execution across every stage.Financial Analysis Oversight• Supervise financial modeling, valuation assessments, strategic analysis, and deal structuring.• Provide senior-level review and guidance to support accurate, effective financial decision-making. Additional Leadership Expectations As the leader and face of the Middle Market Team, you will:• Handle setbacks professionally and confidently.• Lead difficult conversations with owners, acquirers, and advisors.• Negotiate against seasoned professional buyers.• Take responsibility for process breakdowns, even when not directly responsible.• Foster cooperation with clients' attorneys, accountants, and other advisors.• Always Maintain Benchmark International's professional image.• Work outside normal business hours when required to meet client expectations.• Be available for occasional short notice travel (rarely more than three days). Job Qualifications: Experience• Minimum 12 years of M&A advisory experience with a proven track record executing complex middle-market sell-side transactions across industries.• Demonstrated ability to manage large deal teams and multiple simultaneous assignments.Education• Bachelor's degree in Finance, Economics, Business, or related field required.• MBA or advanced degree preferred; JD a plus.Leadership Skills• Proven ability to recruit, lead, and inspire high-performing teams.• Hands-on leader committed to developing talent.Client-Facing Expertise• Exceptional client relationship and advisory skills.• Clear history of successfully originating and executing middle market M&A engagements.Technical Competence• Strong financial modeling, valuation, and transaction structuring skills.• Deep understanding of legal documentation, deal mechanics, and M&A tax considerations.Industry Knowledge• Broad-based understanding of M&A markets, buyer landscapes, and industry-specific deal dynamics.• Extensive professional network within the M&A ecosystem.Communication Skills• Superior verbal and written communication skills.• Ability to distill complex ideas into clear, actionable insight. Personal Attributes• Process Driven: Strong adherence to Benchmark International's established M&A processes.• Strategic Thinker: Capable of seeing the big picture and anticipating long-term implications.• Results-Oriented: Operates effectively in fast-paced, high-pressure deal environments.• Entrepreneurial Mindset: Proactive, innovative, and opportunity focused.• Integrity & Professionalism: Upholds the highest ethical standards. Additional requirements:• Ability to obtain a Florida real-estate sales associate license within 90 days of employment.• No unfavorable history with FINRA, the SEC, or any state regulatory agency.• Ability to pass a criminal and professional background check prior to starting date.• Interested candidates should submit a resume and cover letter outlining their qualifications and relevant experience, Compensation This senior leadership role offers a competitive compensation package, including a base salary, commission, and performance-based bonuses. Final package will be determined on qualifications and experience. Benefits All Benchmark International positions offer paid time off, standard holidays, birthday holidays, and community service days. Employees are eligible for highly competitive company-subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings accounts (FSA & HSA); and flexible dependent care assistance accounts. Relocation assistance is not available for this role. Social Responsibility Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees because of their personal passion for supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year to provide their labor and skills to the community. About Benchmark International Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value-maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1 Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our award-winning process and world-class service. Specializing in the transaction of mid-market companies, our teams operate from offices across the globe, representing clients in a wide variety of industries. Our unique, technology-driven approach connects sellers with the right acquirers-whether local or international-through a combination of proprietary databases, deep market insight, and strategic outreach. We offer an exciting opportunity to be part of a high-performance team with global reach. Our culture is rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and are actively looking for ambitious professionals ready to shape the next chapter of our success story. Join us and be part of the next generation of leaders redefining M&A excellence. Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.

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 Banker within Chase, 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. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. 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 Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

This position is responsible for resolving routine to complex or escalated customer service matters and performing front-line customer service duties in call centers, offices, and customer intake areas. Salary $34,320 - $61,817 Ideal Candidate The ideal candidate will possess excellent interpersonal and customer service skills, with the ability to communicate clearly and professionally with a diverse customer base. They will demonstrate strong written and verbal communication abilities, ensuring all interactions are courteous, accurate, and effective. This candidate will have at least one year of experience working in a high-volume call center environment, showcasing their capability to manage multiple tasks efficiently while maintaining high-quality service standards. They will be proficient in using computers and software applications to accurately enter and manage data in a timely manner. The ideal candidate will also be adaptable to a rotational work schedule, which includes both teleworking and in-office responsibilities, and will be dependable in meeting attendance and performance expectations in both settings. Core Competencies Customer Commitment - Proactively seeks to understand the needs of the customers and provide the highest standards of service. Dedication to Professionalism and Integrity - Demonstrates and promotes fair, honest, professional and ethical behaviors that establishes trust throughout the organization and with the public we serve. Organizational Excellence - Takes ownership for excellence through one's personal effectiveness and dedication to the continuous improvement of our operations. Success through Teamwork - Collaborates and builds partnerships through trust and the open exchange of diverse ideas and perspectives to achieve organizational goals. Duties and Responsibilities Note: The following duties are illustrative and not exhaustive. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position. Depending on assigned area of responsibility, incumbents in the position may perform one or more of the activities described below: Uses office equipment and software to receive and respond to customer requests and complaints, document needs and concerns, and refer customers to other parties. Establishes and updates customer records, makes account adjustments, and processes payments. Demonstrates exemplary customer service skills and etiquette while communicating with customers both verbally and in writing. Schedules services and/or dispatches service providers based on set parameters. Communicates with operational teams at designated times and when changes will affect work plans and/or customer needs or solutions. Operates systems and software to find, verify, and enter information, distribute information or correspondence, and to track/report time spent on various tasks. Reconciles/updates customer accounts, funding sources, and billing systems. Applies designated procedures, guidelines, tools, and resources to accomplish job duties. Coordinates with other departments, organization, or service providers based on customer needs and established guidelines. Follows up with customers at designated frequency, intervals or sets of circumstances to give updates, provide notification or guidance, and request information or feedback. Provides customer service support or related duties when required by the Office of Emergency Management. Investigates complaints, account discrepancies, and system issues. Reconciles/updates customer accounts, funding sources, and/or billing systems for advanced and emergency needs. May serve as team lead for other customer service representatives in the department/work unit. Resolves customer service challenges that don't fit standard solutions. Performs other related duties as required. Job Specifications Knowledge of standard call center operations and customer service best practices. Skill in the use of service-oriented phrases and techniques to achieve resolution. Skill in listening actively to discern customers' needs. Ability to evaluate customer information to determine course of action. Ability to communicate effectively both orally and in writing. Ability to work effectively with others. Ability to perform accurate computations and verifications of data. Ability to use computer and software to quickly and accurately enter data. Ability to coordinate and oversee the work of others and perform team lead duties. Physical Requirements Employees will be in an office environment in a sedentary position. Work Category Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met. Minimum Qualifications Required Graduation from high school or possession of a GED certificate; AND Two years of experience as a customer service representative in a call center; OR An equivalent combination of experience, education, and training that would reasonably be expected to perform the job-related competencies noted above. Emergency Management Responsibilities In the event of an emergency or disaster, an employee may be required to respond promptly to duties and responsibilities as assigned by the employee's department, the County's Office of Emergency Management, or County Administration. Such assignments may be for before, during or after the emergency/disaster. Additional Job Requirements A department, depending on the nature of its mission and operations, may require that employees in all or certain positions in this job classification: Maintain the ability to pass the background checks required for the position. These background checks may include but are not limited to: Criminal History Background Check using Florida Department of Law Enforcement (FDLE) Criminal Justice Information Services (CJIS) Level 1 and Level 2 Background screening (Ch. 435 Florida Statutes) Child Abuse, Abandonment and Neglect Record Check using the State Automated Child Welfare Information System (SACWIS) Sex Offender and Sexual Predator record check using the list maintained by the Florida Department of Law Enforcement (FDLE) Possess the necessary job-related license(s) or certification(s) that may include possession of a Florida Driver License (Class E) or an applicable Commercial Driver License (CDL)

JobID: 210688188 JobSchedule: Full time JobShift: Day : We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, and Skills * Three plus years of work experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date * Proven sales success and strong business acumen * Strong community presence with an established network * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and uses critical thinking to solve problems * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Click here to learn more about LabelValue, a subsidary of Online Labels Group! LabelValue is seeking a full time Customer Service Representative to join our growing team. LabelValue.com is a label manufacturer in Tampa, FL with a wide array of labeling solutions. Our product lines include all varieties of labels, custom printed labels, shrink sleeves, and labeling tools. The Customer Service Representative will report directly to our Customer Experience Manager and work as an important team member in a fast-paced environment, to support both our outbound and inbound sales. Pay: Starting at $17.00/hour. Schedule: Monday-Friday 8:00am-4:30pm. Benefits Medical Dental Vision Short-Term & Long Term Disability Life Insurance Holiday Paid Time Off Paid Time Off 401(k) with Company Match What you'll do: Assist Website Visitors via Live Chat, Email, & Phone Calls Order Entry & Data Quality Control Enter & Process Orders Offer Product Recommendations and Upsells Communicate Turnaround Times & Expectations to Customers Provide Exceptional Customer Service at Every Touchpoint Communicate Internally Regarding Customer Needs & Issues Desired Traits/Requirements: Experience with Microsoft Office Proficient at typing Proficiency with computers required Highly organized with ability to multi-task Strong work ethic Team-oriented Excellent customer service skills Professional demeanor & great communication skills Equal Employment Opportunity At LabelValue, a subsidiary of Online Labels Group, we don't just accept difference - we celebrate it, support it, and thrive on it to benefit our employees, our products, and our community. Online Labels Group is proud to be an equal opportunity workplace for all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.

Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: A bachelor's degree in Finance, Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Hours: 20 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. Depth & Scope: Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization Education & Experience: High school diploma or GED 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred Demonstrated Customer Service skills preferred Ability to work during operating hours to include evenings, weekends and holidays as scheduled Teller experience preferred Required to complete Teller training and part 1 of platform training upon hire Strong organization skills to handle multiple tasks in a fast-paced environment Excellent communication skills with ability to be concise, clear and consistent Demonstrated effective problem-solving skills Demonstrated ability to schedule and prioritize work Demonstrated ability to work independently and within deadlines Sound judgment in decision making and problem solving Proficient in Microsoft Office Notary License preferred Customer Accountabilities: Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert Understands and supports the Bank's customer service strategy Considers the impact of decisions on the well-being of TD, its customers and stakeholders Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers Ensures tasks are performed within established policy and procedures Successfully completes all required job specific, compliance-related training Understands, utilizes and follows compliance/risk and control programs Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans Is knowledgeable of and complies with TD Code of Conduct Shareholder Accountabilities: Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer Accurately processes cash/deposit/withdrawal transactions and other account servicing requests Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR Follows policy and procedure for Customer Authentication Acts as Dual Control agent when required Follows all required open/close procedures Employee/Team Accountabilities: Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team Be an active participant in personal performance and development activities Acts as a brand champion both internally and externally Collaborates with team members in contributing to the success of the team and organization Partners as a team player Actively seeks opportunities to improve delivery of work with high attention to quality standards Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills Positively embraces change Adheres and participates in TD's Shared Commitments Models quality service at every Customer interaction Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience May train and act as a mentor to newer colleagues Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Frequent Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Frequent Standing - Frequent Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses . In This Role You Will : Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes : Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests . Following up with customers regarding outstanding account related items . Participating in continuing education and development . Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions . Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley . Enjoy a hybrid work environment that enables employees to thrive . Competitive base salary and a wide range of additional benefits including: Paid time off savings programs health care (medical, dental, vision) insurance plans tuition and licensing reimbursement along with student loan refinancing fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments generous parental leave. Commitment to Diversity and Inclusion . Employees are encouraged to give back to your community . What You Bring to the Table: A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Are you a dynamic and driven sales professional? If so, The Check Cashing Store wants you to join our team. In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off 401K with company match Tuition assistance Career development Branch Location: 5105 E Fowler Avenue During a typical day, you will: Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution of all customer transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Complete all documentation accurately Follow safety, security, and compliance requirements Successful candidates will: Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma or equivalent #SJ About us: Momentum Financial Services Group is a top financial services provider in North America We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store We offer access to cash and related financial products to help customers achieve their financial goals We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store We value: Employees who are committed to continuously improving their performance and achieving new levels of success Recognizing our employees for their achievements and developing them to be future leaders Diversity is an essential element for the success of our business Giving back to our local communities through annual contributions to charities and non-profit organizations Next Steps: Apply now to be considered for this opportunity! About The Check Cashing Store - Our Commitment to Responsible Innovation At The Check Cashing Store, we are committed to building innovative solutions grounded in ethical, transparent, and responsible use of data and technology. Aligned with the principles outlined in Canada's Artificial Intelligence and Data Act (AIDA), we take a proactive approach to ensuring that any AI or data-driven systems we use are safe, fair, and accountable. We prioritize strong data governance, clear communication around how systems work, and safeguards that reduce risks and protect individuals. Our focus is on developing tools and processes that promote equity, reliability, and trust, supported by ongoing monitoring and continuous improvement. Joining The Check Cashing Store means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.

Job DescriptionBenefits: Simple IRA Hiring bonus 4 day work week Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with JOANNE DAUPHIN - State Farm Agent, you will successfully market the securities & financial products that manage everyday risks. Your proficient knowledge of securities & financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant securities licenses. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred