Customer Service Representative
Finance service representative job in Cooper City, FL
Licensed Insurance CSR/Agent (Homeowners-Focused)
Full-Time | In-Office | Cooper City, Broward County, FL
Do you love helping people, staying organized, and making insurance feel human? We're looking for a friendly, licensed pro to join our in-office crew and take amazing care of our clients-mostly personal lines, especially homeowners. If you're more service than sales and like a little office fun with your files, let's talk.
What You'll Tackle:
- Fix policy hiccups, answer client questions, and work those remarkets like a champ
- Client emails and phone calls
- Be part of a team that actually enjoys showing up
What You Bring:
- Active 2-20, 20-44, or 4-40 ready to upgrade within a few months
- 1+ year of insurance service
- You're detailed, dependable, and drama-free
What You'll Get:
- $27/hour starting pay (negotiable)
- Monthly retention bonuses for great client service
- Additional in-office bonus for licensed full-time staff
- $110/week for health + $10/week cell phone reimbursement
- $10/week toward AFLAC of your choice
- 401(k) available
- 11 paid holidays, growing PTO, and actual lunch breaks
- Weekly office snacks, lunches & bingo with cash prizes
- Occasional work-from-home flexibility (like when life happens)
Ready to join a team that gets stuff done, treats people right, and laughs along the way? Send your resume to ************************, or text ************. Let's make insurance more awesome together!
Patient Financial Services Representative-Thoracic Surgery-FT-Days-MPG
Finance service representative job in Hollywood, FL
At Memorial, we are dedicated to improving the health, well-being and, most of all, quality of life for the people entrusted to our care. An unwavering commitment to our service vision is what makes the difference. It is the foundation of The Memorial Experience.
Summary
The Patient Financial Services Representative (PFSR) serves as the first point of contact in greeting patients and guarantors in the hospital, ambulatory or medical office setting. The PFSR engages with the patient or guarantor to obtain pertinent information and answer any questions in an effort to ensure that all required demographic, financial, and insurance eligibility information is gathered and verified. Ensures all required notices and consent forms are signed accordingly.
Responsibilities
Provides exceptional customer service and ensures all questions and concerns are addressed in a timely and courteous manner. May guide the patient to appropriate destination for services.Obtains pre-certification and authorization.Verifies insurance benefits including obtaining insurance card(s) and confirms coverage is active. Determines correct insurance filing order, if multiple insurance coverages are effective for that service.Explains polices including all regulatory and financial consent forms; secures all required signatures.May perform patient discharge functions including, but not limited to, review of after visit summary (AVS), future appointment scheduling, and referrals.Interviews patients and guarantors at the workstation or bedside to obtain all necessary information, including a copy of the patient or guarantor identification card.May confirm physician and prescription orders ensuring accuracy.May schedule walk-in appointments for services offered.Collects patient out-of-pocket responsibility per collection guidelines. Provides patient estimates as requested. Prepares and balances a daily deposit of all payment collections.
Competencies
ACCOUNTABILITY, ACCURACY & QUALITY, CUSTOMER SERVICE, EFFECTIVE COMMUNICATION, ORGANIZATION SKILLS, PATIENT AND FAMILY CENTERED CARE, PROBLEM SOLVING, PRODUCTIVITY, RESPONDING TO CHANGE, STANDARDS OF BEHAVIOR, TEAM WORK
Education And Certification Requirements
High School Diploma or Equivalent (Required)
Additional Job Information
Complexity of Work: Requires excellent communication skills, critical thinking skills, decisive judgment, and the ability to work with minimal supervision. Must be able to work in a stressful environment and take appropriate action. Ability to work and build relationships collaboratively. Required Work Experience: No experience required. One (1) year of related hospital, medical office, or customer service experience preferred. Other Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referrals In the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed.In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.
Working Conditions And Physical Requirements
Bending and Stooping = 60%
Climbing = 0%
Keyboard Entry = 100%
Kneeling = 0%
Lifting/Carrying Patients 35 Pounds or Greater = 60%
Lifting or Carrying 0 - 25 lbs Non-Patient = 80%
Lifting or Carrying 2501 lbs - 75 lbs Non-Patient = 40%
Lifting or Carrying > 75 lbs Non-Patient = 0%
Pushing or Pulling 0 - 25 lbs Non-Patient = 80%
Pushing or Pulling 26 - 75 lbs Non-Patient = 80%
Pushing or Pulling > 75 lbs Non-Patient = 0%
Reaching = 80%
Repetitive Movement Foot/Leg = 0%
Repetitive Movement Hand/Arm = 80%
Running = 0%
Sitting = 80%
Squatting = 80%
Standing = 80%
Walking = 80%
Audible Speech = 80%
Hearing Acuity = 80%
Smelling Acuity = 0%
Taste Discrimination = 0%
Depth Perception = 80%
Distinguish Color = 0%
Seeing - Far = 80%
Seeing - Near = 80%
Bio hazardous Waste = 60%
Biological Hazards - Respiratory = 60%
Biological Hazards - Skin or Ingestion = 60%
Blood and/or Bodily Fluids = 60%
Communicable Diseases and/or Pathogens = 60%
Asbestos = 0%
Cytotoxic Chemicals = 0%
Dust = 0%
Gas/Vapors/Fumes = 60%
Hazardous Chemicals = 60%
Hazardous Medication = 60%
Latex = 60%
Computer Monitor = 100%
Domestic Animals = 0%
Extreme Heat/Cold = 0%
Fire Risk = 0%
Hazardous Noise = 0%
Heating Devices = 0%
Hypoxia = 0%
Laser/High Intensity Lights = 0%
Magnetic Fields = 0%
Moving Mechanical Parts = 0%
Needles/Sharp Objects = 60%
Potential Electric Shock = 0%
Potential for Physical Assault = 40%
Radiation = 0%
Sudden Decompression During Flights = 0%
Unprotected Heights = 0%
Wet or Slippery Surfaces = 40%
Shift
Primarily for office workers - not eligible for shift differential
Disclaimer: This job description is not intended, nor should it be construed to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job. It is intended to indicate the general nature and level of work performed by employees within this classification.
Wages shown on independent job boards reflect market averages, not specific to any employer. We encourage candidates to talk to their Memorial Healthcare System recruiter to discuss actual pay rates, during the hiring process.
Memorial Healthcare System is proud to be an equal opportunity employer committed to workplace diversity.
Memorial Healthcare System recruits, hires and promotes qualified candidates for employment opportunities without regard to race, color, age, religion, gender, gender identity or expression, sexual orientation, national origin, veteran status, disability, genetic information, or any factor prohibited by law.
We are proud to offer Veteran's Preference to former military, reservists and military spouses (including widows and widowers). You must indicate your status on your application to take advantage of this program.
Employment is subject to post offer, pre-placement assessment, including drug testing.
If you need reasonable accommodation during the application process, please call ************ (M-F, 8am-5pm) or email *******************************
Customer Service Representative
Finance service representative job in North Palm Beach, FL
Our client is seeking a Client Service Representative to join their team! This position is located in North Palm Beach, Florida.
Execute and submit client account servicing requests within appropriate time frames, including submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues
Handle paying and receiving activities, including cash transactions and daily balancing activities, while fully understanding and adhering to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet
Develop strong understanding of the required steps involved in each request, communicating with relationship management and NCSS teams as needed to obtain information necessary to properly execute requested activities
Maintain strong understanding of policies and procedures, addressing the requirements of each activity in a timely manner and in strict adherence with company and Wealth Management Risk Management and Compliance guidelines, promptly escalating any issues or concerns to management
Develop strong knowledge of various business applications critical to client and account servicing, including online tools, and actively seek to expand knowledge of the latest enhancements to company partner and client technology and systems to maintain the highest standards of service
Assist with the maintenance and servicing of Safe Deposit Boxes in offices where available
Stay informed of new and existing company and Wealth Management products, services, and compliance requirements to respond to client inquiries and assist in recommending services that help expand overall client relationships
Monitor banking reports and provide assistance with banking audits as directed by the Team Leader or Manager
Desired Skills/Experience:
Knowledge of federal regulation banking guidelines banking operations products and services acquired through related work experience is preferred
Strong client service skills problem solving and organizational skills are required to identify research and resolve requests
Ability to think critically and to work well independently and as part of a team
Strong verbal and written communication skills
Benefits:
Medical, Dental, & Vision Insurance Plans
Employee-Owned Profit Sharing (ESOP)
401K offered
The approximate pay range for this position is between $12.00 and $17.13. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.
Call Center Customer Service Representative
Finance service representative job in Boca Raton, FL
💼 Now Hiring: Bilingual Inside Sales Appointment Representativas- Boca Raton based
|Base + Unlimited Commission (Top Earners 50K- $100K+)
Turn conversations into life-changing consultations! As a Prospect Engagement & Appointment Conversion Specialist, you'll connect with new leads, build trust, and schedule in-person consultations with our Certified Hair Loss Specialists-helping people take the first step toward confidence.
What You'll Do:
Engage warm leads via phone, chat, text & email
Schedule and confirm in-person consultations
Re-engage abandoned or paused prospects
Deliver a luxury, white-glove experience every time
Track all activity in Salesforce
What You Bring:
Bilingual (English/Spanish) preferred
3+ years in consultative sales, luxury service, or call center
Strong communication, confidence & empathy
Salesforce or CRM experience a plus
Ability to work evenings/weekends (11am-8pm shift) with Sundays off
Must be able to report to Boca Office - no remote work
What You'll Get:
✅ Paid training from Day 1
✅ Leads provided - no cold calling
✅ Paid vacation, holidays & personal days
✅ Medical, dental, life insurance & 401(k) with match after a year
✅ Tuition reimbursement after 1 year
✅ Unlimited earning potential
Ready to make great money while changing lives? Apply now and grow your career with HairClub!
Customer Service Representative
Finance service representative job in Deerfield Beach, FL
We are seeking a
Customer Service Representative
will be
fully on-site
at our Deerfield Beach, FL Corporate Headquarters.
Responsible for the timely and accurate processing of customer orders and for providing effective verbal and written communications with internal and external customers to support product selection, demand, and order fulfillment activities. Position reports to the National Customer Service Manager and provides very close liaison with the following departments: Sales, R&D, Production/Shipping & Receiving, Transportation, and Purchasing
What You Get To Do:
Enter and manage customer orders, sample requests, demo requests, credit, and debit memos in AS-400.
Act as the first point of contact for our customers and sales staff, including but not limited to: basic troubleshooting response and follow-up, providing technical data sheets/documentation, etc.
Provide the input and assistance required to accurately and timely process, update the Customer Claims Tracker and Claims/RMA forms as needed, investigate, and resolve customer satisfaction issues.
Provides support for avoiding and eliminating aging and aged Finished Goods Inventory.
Assure that all internal/external inquiries are directed to the appropriate personnel for timely action. This includes inquiries from customers, sales representatives, management, etc.
Manage customer accounts professionally and efficiently.
Promote a proactive approach with customers to help reduce inventory levels, accounts receivable, and customer complaints.
Partner with the National Customer Service Manager to continuously improve the effectiveness of the Customer Service Department.
Promote the quality system through adhering to the elements of and being familiar with the philosophy, quality statement, quality manual, and procedures.
Manage sales solicitation of customer base, including existing accounts, dormant accounts, and potential new customers.
Determine customer satisfaction through the observation of daily communication and customer claims.
Supply quotes to Field Sales and to our customer base upon request.
Performs other duties as required
What You Bring To The Team:
High School Diploma or GED required.
Proficiency with Microsoft Office 365 Suite, including Outlook, Word, Excel, PowerPoint, and Teams.
Minimum of two years of industry experience or any equivalent combination of related training and experience.
Minimum of two (2) years' experience as a Customer Service Representative.
AS-400 or other CRM enterprise-wide system experience strongly preferred.
Bachelor's degree from a four-year college or university or the equivalent preferred.
Inside sales experience preferred
Take a look at why so many of our team members continue their careers with Mapei-Polyglass! Life at Polyglass
Roofing Sales Representative
Finance service representative job in West Palm Beach, FL
Sales Representative - Ron Bell Roofing
About Ron Bell Roofing
For over 40 years, Ron Bell Roofing has been one of Palm Beach County's most trusted residential roofing companies - known for craftsmanship, integrity, and exceptional service. Our business continues to grow through referrals and our reputation for doing the job right the first time.
As we expand, we're looking for Sales Representatives who are motivated, customer-focused, and eager to build a career in a respected local company. You'll represent a brand homeowners trust - backed by a professional installation team and decades of experience.
Position Summary
As a Sales Representative, you'll meet with homeowners to assess roofing needs, educate them on options, and guide them through the process from inspection to contract. You'll be supported by a strong marketing and operations team - your focus is to build relationships, close deals, and deliver a best-in-class customer experience.
This role is ideal for someone who thrives on independence, professionalism, and performance-based income.
Key Responsibilities
Conduct roof inspections and present repair or replacement options.
Follow up promptly with leads from digital marketing, referrals, and canvassing.
Build trust and rapport with homeowners through clear communication and professionalism.
Prepare and deliver accurate estimates and proposals.
Present financing and warranty options in line with company standards.
Manage your sales pipeline using the company CRM (lead tracking, estimates, follow-ups, conversions).
Collaborate with production and permitting teams to ensure smooth handoff of sold projects.
Achieve and exceed monthly sales and customer satisfaction goals.
Qualifications
Minimum 3 years of experience in roofing, construction, or home improvement sales (preferred).
Strong presentation and communication skills with homeowners.
Self-motivated and goal-oriented with strong follow-up habits.
Basic understanding of roofing systems and materials (training provided).
Comfortable working with technology and CRMs (AccuLynx, HubSpot, or similar).
Valid Florida driver's license and reliable vehicle.
Compensation
$70,000-$200,000+
Draw against commission- adding potential to earn significantly more through commission.
Part Time Associate Banker South Palm Beach South (30 Hours)
Finance service representative job in Delray Beach, FL
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.
Auto-ApplyQuant Trader
Finance service representative job in Jupiter, FL
Voloridge Investment Management was founded by David Vogel in 2009 and is based in Jupiter, FL. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets. Our firm is comprised of award-winning predictive modelers, experienced data analysts, advanced technologists, and a group of dynamic business professionals.
We are seeking a motivated Quant Trader to join our entrepreneurial team, where collaboration, resilience, and humility drive success. The ideal candidate brings a strong record of results, sharp attention to detail, and the flexibility to step beyond core responsibilities when needed. Our traders excel under pressure, staying calm and effective in fast-moving, time-sensitive situations. In this role, you will work closely with operations, technology, research, management, and external brokers to support all aspects of trading, including execution, market research, portfolio analysis, and process improvement. The position requires rotational overnight coverage during Asian market hours.
Summary of Job Functions
Provide rotational overnight coverage (3-6 months per year)
Monitor systematic trading books and overnight processes
Apply rigorous attention to detail to minimize errors and risk
Build and refine applications, data pipelines, and reporting tools to support trading operations and pre/post-trade analysis
Contribute to process improvements that strengthen risk controls and trading efficiency
Communicate effectively with internal teams and external brokers
Minimum Requirements
Bachelor's degree or higher in a quantitative field (e.g., Mathematics, Computer Science, Statistics)
Strong proficiency in Python, with advanced analytics capabilities
Experience with SQL Server and Excel
Proven ability in data manipulation and analysis
Strong sense of ownership and ability to work independently within a collaborative team
Willingness to work onsite daily in our Jupiter, FL office
Preferred Skills and Previous Experience
Background as a Quantitative Trader, Analyst, or Researcher
Experience supporting or developing electronic trading systems
Familiarity with equity and futures market data
Exposure to transaction cost analysis (TCA)
Hands-on experience with RESTful APIs and/or microservices
Compensation and Benefits
Competitive base salary, commensurate with experience
Profit-sharing bonus tied to performance
Comprehensive health, dental, vision, life, and disability insurance, plus a 401(k) plan
Office perks including catered meals, a fresh salad bar, in-office massages, and a health club membership
Voloridge Investment Management is an SEC registered investment advisor and an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.
Quant Trader
Finance service representative job in Jupiter, FL
Voloridge Investment Management was founded by David Vogel in 2009 and is based in Jupiter, FL. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets. Our firm is comprised of award-winning predictive modelers, experienced data analysts, advanced technologists, and a group of dynamic business professionals.
We are seeking a motivated Quant Trader to join our entrepreneurial team, where collaboration, resilience, and humility drive success. The ideal candidate brings a strong record of results, sharp attention to detail, and the flexibility to step beyond core responsibilities when needed. Our traders excel under pressure, staying calm and effective in fast-moving, time-sensitive situations. In this role, you will work closely with operations, technology, research, management, and external brokers to support all aspects of trading, including execution, market research, portfolio analysis, and process improvement. The position requires rotational overnight coverage during Asian market hours.
Summary of Job Functions
* Provide rotational overnight coverage (3-6 months per year)
* Monitor systematic trading books and overnight processes
* Apply rigorous attention to detail to minimize errors and risk
* Build and refine applications, data pipelines, and reporting tools to support trading operations and pre/post-trade analysis
* Contribute to process improvements that strengthen risk controls and trading efficiency
* Communicate effectively with internal teams and external brokers
Minimum Requirements
* Bachelor's degree or higher in a quantitative field (e.g., Mathematics, Computer Science, Statistics)
* Strong proficiency in Python, with advanced analytics capabilities
* Experience with SQL Server and Excel
* Proven ability in data manipulation and analysis
* Strong sense of ownership and ability to work independently within a collaborative team
* Willingness to work onsite daily in our Jupiter, FL office
Preferred Skills and Previous Experience
* Background as a Quantitative Trader, Analyst, or Researcher
* Experience supporting or developing electronic trading systems
* Familiarity with equity and futures market data
* Exposure to transaction cost analysis (TCA)
* Hands-on experience with RESTful APIs and/or microservices
Compensation and Benefits
* Competitive base salary, commensurate with experience
* Profit-sharing bonus tied to performance
* Comprehensive health, dental, vision, life, and disability insurance, plus a 401(k) plan
* Office perks including catered meals, a fresh salad bar, in-office massages, and a health club membership
Voloridge Investment Management is an SEC registered investment advisor and an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.
Sales and Customer Service Representative
Finance service representative job in Fort Lauderdale, FL
Job Description
Join Our Growing Team!
Are you an outgoing, goal-driven professional with a passion for helping people and closing sales? The Cleaning Authority is a fast-growing residential cleaning service, and we're looking for a Sales and Customer Service Representative who can confidently guide potential clients, deliver top-notch support, and help grow our customer base.
What You'll Do:
Answer incoming calls, emails, and messages from new and existing customers
Explain our residential cleaning services, pricing, and scheduling process
Convert leads into bookings through persuasive and consultative selling
Follow up with leads and previous customers to generate repeat business
Manage the scheduling of cleaning appointments and customer requests
Relay job details and special instructions to the cleaning team
Resolve issues quickly and professionally to ensure 5-star customer satisfaction
Maintain accurate client records in our CRM and scheduling system
What We're Looking For:
Experience in residential cleaning is required
High school diploma or equivalent (Associate's degree preferred)
1+ year of experience in a customer service role (service industry a plus)
One week of hands-on cleaning training is mandatory (to understand our services inside and out)
Fluent English is required.
Sales or customer service experience (in-person or over the phone)
Strong communication and persuasion skills
Friendly, empathetic, and professional demeanor
Ability to multitask and thrive in a fast-paced environment
Excellent communication and interpersonal skills
Proficient in basic computer applications (Office, scheduling tools, CRM)
Strong attention to detail and organizational skills
Ability to multitask and remain calm under pressure
Positive attitude and a passion for helping others
Compensation & Benefits:
$640-$850 per week (Base Salary + Commission)
Paid training, including one week of in-field cleaning training
Weekly pay
Opportunities for performance-based bonuses
Room for career growth and promotions
Supportive, team-oriented work culture
Why Work With Us?
We're not just selling cleaning services-we're delivering peace of mind to busy families. We value hard work, honesty, and great communication. If you want to be part of a company that values both sales results and customer relationships, this is the role for you.
Apply Today!
Sound like a fit? Click “Apply Now” and include your resume and a brief message telling us why you're a great candidate for this role.
Job Type: Full-time
Pay: $640.00 - $850.00 per week
Benefits:
On-the-job training
Paid time off
Shift:
Day shift
Experience:
Customer service: 1 year (Required)
Language:
English (Required)
License/Certification:
Driver's License and reliable car (Required)
Ability to Commute:
Fort Lauderdale, FL 33312 (Required)
Work Location: In person
Fort Lauderdale Traders
Finance service representative job in Fort Lauderdale, FL
Department
Traders
Employment Type
Full Time
Location
Florida
Workplace type
Onsite
Compensation
Competitive
Reporting To
Management
Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************
Graduate Execution Trader
Finance service representative job in Fort Lauderdale, FL
Job Description
Who we are:
At Caleb and Brown, we're on a mission to connect people to the world of cryptocurrency through education and information. Headquartered in Melbourne, Australia, and now powered by Swyftx, we have grown in the last nine years to become one of the leading cryptocurrency brokerage firms globally. By fostering a culture of crypto experience married with professional services, we are building the bridge to the traditional financial world. We are seeking a motivated and detail oriented individual to join our team as an Execution Trader.
Your Role:
As a Graduate Execution Trader, you will be a critical part of our Operations Team. Your primary responsibility will be to maintain, and oversee the systems that execute trades across various cryptocurrency venues. This is a hands-on role that requires a deep understanding of market dynamics, execution algorithms, and backend systems. You will be instrumental in ensuring our client's trade requests are executed efficiently, securely, and reliably in a 24/7 market environment.
The responsibilities will include:
Backend order management - Processing of manual order execution, overseeing of automated order execution, oversee liquidity management to ensure orders can process effectively, ensure trade requests fulfil risk criteria before execution.
Backend settlements management - Overseeing of client cryptocurrency deposit, withdrawal and address testing requests and assistance in settlement adjustments.
Ensure reconciliation alerts from orders and settlements are rectified in a timely manner.
Conduct research on digital currency networks to ensure they fulfil our compliance policy before listing.
Maintain oversight of listed digital currency token migrations across networks and prepare for any operational changes required.
Maintain personal diligence in handling sensitive data to uphold security.
Provide blockchain and internal system technical assistance to the broker team and customers
Please note this role is not a Proprietary Trading role and will be proudly sitting within our operations department and is not part of our Brokerage Team currently. Please feel free to check out our other opportunities for client facing roles.
Requirements
About you:
1 - 3 years of professional experience
An entrepreneurial, agile, self-starter with initiative and a desire to keep developing every day
Strong numerical and quantitative analysis skills
Decisiveness with the ability to process complicated information quickly and accurately under pressure
A passion for cryptocurrency is highly regarded
Benefits
Learn from a team of experienced cryptocurrency experts
Competitive compensation that recognises experience and impact
4 reset days each year - additional paid days off to pause and prioritise wellbeing
Hybrid working arrangements designed around trust and autonomy
Access to our Fort Lauderdale office for in-office work, where we collaborate and connect locally
0% trading fees with Caleb and Brown
Sales and Customer Service Representative
Finance service representative job in Fort Lauderdale, FL
Join Our Team as a Sales and Customer Service Representative!
5M Promotions is one of the nation's fastest-growing firms in the industry. We are at the forefront of brand engagement and customer acquisition, consistently developing and implementing our clientele's latest and most advanced wireless technology by delivering and executing experiential customer service and sales campaigns. Our mission is to expand throughout the territory while simultaneously cultivating the next generation of leaders within our field.
5M Promotions is seeking a passionate and ambitious Sales and Customer Service Representative to join our team. As a Sales and Customer Service Representative, you will create positive interactions with customers when introducing premier telecommunications products and facilitating the sales process. You will play a key role in building strong, lasting relationships with clients, driving sales, and delivering outstanding results for our clients.
What does a typical day look like for our Sales and Customer Service Representative? Let's break it down:
Meet with new and existing customers to guide them through the sales process & ensure superior customer satisfaction
Execute residential sales campaigns on behalf of our telecommunications client in an effort to drive sales and create exciting customer experiences that drive satisfaction and long-term retention
Recommend telecommunications products and services to customers based on their needs, and focus on quality and transparency in pricing
Build and nurture long-lasting client relationships to ensure their ongoing happiness and brand loyalty
Stay informed about our client's initiatives and services to effectively communicate with customers, promote the brand effectively, and boost sales
Accurately record and manage customer account details to ensure smooth service activations and installations
Work together with top-performing Sales and Customer Service Representatives to deliver seamless service and quickly address customer concerns or inquiries
Help achieve sales goals, identify new opportunities, and implement targeted outreach strategies to drive the business forward
Qualifications of the Sales and Customer Service Representative:
High School Diploma
Previous customer service, account management, or relevant sales experience is a plus!
Excellent communication, interpersonal, and problem-solving skills
Ability to build rapport quickly and manage relationships effectively
Self-motivated, goal-oriented, and passionate about driving sales results
Ability to thrive in dynamic environments and quickly integrate new information about evolving technologies and services
Although our Customer Sales Representative role is an entry-level position, our team needs career-focused individuals who want an opportunity for significant income and who desire to grow in their career and professional portfolio.
This is a performance-driven position with uncapped commission incentives. Compensation is commission only, with estimates based on average earnings in the role.
If you are ready to put your team building, critical thinking, and sales knowledge to the test, then our Sales and Customer Service Representative role is for you!
Auto-ApplyPart Time Associate Banker South Palm Beach South (30 Hours)
Finance service representative job in Delray Beach, FL
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.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Investment Real Estate Rep
Finance service representative job in Delray Beach, FL
At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance.
Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed.
Why Join VREV?
Uncapped commissions & bonus opportunities - your income is in your hands
Merit-based culture - promotions and growth come from performance, not tenure
Full training provided - no real estate license required
One-on-one coaching and proven sales systems
Wellness perks - discounted gym memberships & wellness apps
What You'll Do
Prospect and build relationships with local real estate investors
Conduct in-person property walkthroughs and showings
Maintain an organized sales pipeline with consistent follow-up
Collaborate with managers on strategy and growth opportunities
Participate in sales meetings to share wins and sharpen your edge
What It Takes
Hungry, driven, and competitive mindset - you want to win
Strong interpersonal skills and confidence in sales conversations
Resilience when facing objections or rejection
Desire for life-changing financial growth
Sales experience preferred, but not required
The Details
Driver's license required; must be able to commute
Commission-only role
OTE: $100,000-$200,000+
If you've been waiting for an opportunity where hard work truly equals high reward - this is it.
Apply today and let's see if you have what it takes to join the top 2% at VREV.
Auto-ApplyRecent Graduate - Financial Services
Finance service representative job in Boca Raton, FL
Job Description
We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
The main role is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction. Ideal candidate is a professional with a great attitude and outgoing personality! Someone who has 'never met a stranger,' has stellar computer skills, the ability to multi-task, works well with their peers, and has a true passion for helping others.
Responsibilities include but not limited to:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Salary Base plus Commission
Bonuses
Paid Time Off (vacation and personal/sick days)
Retirement Plan
Health Insurance
Valuable experience and training provided
Growth potential/Opportunity for advancement within my office
Requirements
Must live within 20 miles / 30 minutes of agency and be able to commute into the office
Must be able to obtain FL 2-20 license
Must be able to obtain FL 4-40 license
Prior Customer Service and Property/Casualty experience preferred
Knowledge of Citizens and EasyLink a must.
Prior State Farm experience a plus.
Bilingual language skills preferred
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Provide timely and thorough activity reports to agent
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Customer Service Representative - North Lauderdale, FL - Full Benefits
Finance service representative job in North Lauderdale, FL
Company DescriptionJobs for Humanity is partnering with Teleperformance USA to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Teleperformance USA
Job DescriptionCategory : Customer Service/Support
Why You'll Choose Us
Teleperformance is a strategic partner to the world's leading companies, bringing solutions and enhancing customer experience during each interaction. We are the largest interaction expert team in the market: multicultural, highly skilled, and deeply knowledgeable, with a wide range of integrated omnichannel solutions, technology, and the highest security standards. For us, each interaction needs to be treated as unique.
Benefits of working with TP include:
Paid Training
Competitive Wages
Full Benefits (Medical, Dental, Vision, 401k and more)
Paid Time Off
Employee wellness and engagement programs
Your Impact
Our customer service representatives are a very important part of our family. You will be the eyes and ears for our team, fielding customer inquiries and finding innovative ways to respond. Working in a collaborative and engaging environment, you will have the chance to interact with people from all walks of life and no two days will be the same. As you continue to grow and challenge yourself, you will discover your potential can take you anywhere you want to go.
Your Responsibilities
Customer Service Representatives field customer inquiries by finding innovative ways to respond to varying questions, issues, and concerns.
Connect with customers via phone/email/chat/and or social media to resolve their questions or concerns
Calmly attempt to resolve and de-escalate any issues
Escalate interactions when necessary and appropriate
Respond to requests for assistance and/or possible processing payments
Track all call related information for auditing and reporting purposes
Provide feedback on call issues
Upsell if required
What We're Looking for
High School Diploma or equivalent
IT/Network certifications/degrees preferred
18 years of age or older
Proven call center experience
Typing 25 WPM
Proficient in PC operation and navigation
Entry-level network troubleshooting
Ability to set up home Wi-Fi network
Ability to set up and configure a router or switch
Core proficiency with a laptop or desktop computer
Able to work independently
Have excellent communications skills, both oral and written
Ability to work in a constantly changing and fast paced environment
Ability to stay composed and objective
Strong listening skills
Being One of Our People
It is our mission to always provide an environment for our employees that promotes happiness from the inside out. When you work with us, you are valued and inspired to learn, to teach, and to grow. We want you to come to work motivated to and proud to be on our team. That's why we continually invest in creating outstanding work experiences and endless development opportunities. We want you to be and feel at your best, always.
Teleperformance is an Equal Opportunity Employer
Banking Associate (30 Hours Weekly) - Boca Raton Clint Moore (Bilingual Spanish Preferred)
Finance service representative job in Boca Raton, FL
Hours: 30 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.
Auto-ApplyFinancial Service Representative
Finance service representative job in Boynton Beach, FL
Are you a dynamic and driven sales professional?
If so, Momentum Financial Services Group 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: 706 West Boynton Beach
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
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!
Auto-ApplyBanking Associate (30 Hours Weekly) - Boca Raton Clint Moore (Bilingual Spanish Preferred)
Finance service representative job in Boca Raton, FL
Hours:
30
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.
Auto-Apply