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Finance service representative jobs in Cape Coral, FL

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  • Inbound Customer Service Representative- Immediate Openings

    Alorica 4.1company rating

    Finance service representative job in Fort Myers, FL

    At Alorica, we only do one thing - make lives better, one interaction at a time. We're a global leader in customer service and experience, serving the world's biggest brands with tens of thousands of employees in hundreds of locations around the globe. Job Description Your mission (should you choose to accept it) is to offer customer support through phone, email, online chat or social media to customers who have questions, concerns or confusion around a particular product or service. You're literally the voice of the brand, and a strong relationship between our clients and their customers starts with you. So only the awesome need apply. Qualifications Talks to customers over the phone, email, online chat or social media to resolve their questions or concerns Maintains and updates customer information as necessary Calmly attempts to resolve and de-escalate any issues Escalates calls to supervisor when necessary and appropriate Responds to requests for assistance and/or possible processing of credit card authorizations Tracks call-related information for auditing and reporting purposes Provides feedback reports on call issues related to downtime and/or training issues Upsells to customers as necessary JOB REQUIREMENTS Minimum Education and Experience: High School Diploma or GED required; college degree preferred Customer service experience a plus Phone-related customer service a major plus Familiarity with Microsoft Windows, Word, and Excel applications Bilingual language skills a plus Knowledge, Skills and Abilities: Stellar customer service skills - and an overwhelming desire to make lives better, one interaction at a time Ability to use phone and computer systems Excellent oral and written communication skills Strong listening/comprehension skills Ability to stay composed and objective Conversational, patient and confident, with a positive attitude WORKING CONDITIONS Work Environment A climate controlled, contact center environment - filled with amazing people, incredible career opportunities and the occasional dance-off Constant usage of phone and computer systems Physical Demands Constant sedentary work. You'll typically be sitting for most of the time, so be sure get up and stretch once in a while. Your circulatory system will thank you. DISCLAIMER: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties and qualifications required of employees assigned to this job. TAKE THE NEXT STEP Let's make lives better. Let's defy the status quo. And let's go beyond thinking outside the box - and decide to obliterate the box instead.You ready? Let's do this. Equal Opportunity Employer - Veterans/Disabled Additional Information WHY JOIN ALORICA? Every day, we aim to live up to our mission of creating insanely great customer experiences. But as Alorica employees, giving back matters just as much - that's why we're so proud of Making Lives Better with Alorica , a non-profit, 501(c)(3) organization dedicated to providing assistance to employees, their families and the people, organizations and communities who support them.Simply put, we want to make lives better… one interaction at a time. And to do that, we need the very best people to join us. But please, allow us to entice you further! As an Alorica employee, you may receive: Paid training Flexible training schedules Medical and dental benefits Paid time off Paid holiday and sick time Retirement planning options (401(k)) Employee discounts through client programs Working at Alorica means potentially having the freedom to explore all kinds of career options - from customer service, training, and tech support, to management, recruiting and more. Alorica offers fun, challenging opportunities to pursue your professional goals, and we want you to have fun and succeed - because when you're at your best, that's when we're at our best. So what do you say? Ready to take the next step?
    $22k-27k yearly est. 3h ago
  • Part Time (20 Hours) Associate Banker, (New Build) Pine Island and Burnt Store Rd, Cape Coral, FL

    JPMC

    Finance service representative job in Cape Coral, 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.
    $77k-148k yearly est. Auto-Apply 12d ago
  • CUSTOMER SERVICE REPRESENTATIVE I - 73005202

    State of Florida 4.3company rating

    Finance service representative job in Fort Myers, FL

    Working Title: CUSTOMER SERVICE REPRESENTATIVE I - 73005202 Pay Plan: Career Service 73005202 Salary: $38,760.36 - $49,501.08 / annually Total Compensation Estimator Tool Florida Department of Revenue Child Support Program Customer Service Representative I (Revenue Specialist III) Fort Myers The Florida Department of Revenue's Child Support Program helps children get the financial support they need and deserve, promoting more stable childhoods and brighter futures. The Department invites you to apply to become an essential member of our team. We are committed to maintaining a diverse workforce and providing employment opportunities to veterans and individuals who have a disability. To learn more about the Department of Revenue's excellent array of benefits, including career training, tuition waivers, paid vacations, insurance, and retirement programs, visit our website. JOB SUMMARY: This position performs customer support using a variety of methods including telephone, in person, chat or email for child support cases and is an excellent fit for critical thinkers. If you enjoy working with customers and problem solving, this may be the position for you. Your duties would include: * Initiating and responding to requests * Coordinating with internal and external partners * Researching and resolving case issues * Gathering information and analyzing case data to determine next steps * Interviewing customers in person and/or over the telephone * Interacting with other states, employers, and other business partners * Making decisions based on case information and provided documentation MINIMUM REQUIREMENTS: * Experience processing information using a computer system. * Experience conducting research and analyzing information to make decisions.* * Experience communicating with others to gather information.* SUBSTITUTIONS: * *Relevant education may substitute for the required experience. PREFERENCES: * Experience with negotiation techniques in a business setting. SPECIAL NOTES: * This is a full-time position, standard workday of 8am - 5pm, Monday through Friday. * This role is eligible for part-time telework after you complete required training and reach an acceptable level of proficiency. * This position may require you to work outside your regular work schedule, should there be a business need to do so. * Responses to qualifying questions should be verifiable by skills and/or experiences stated on application and/or resume. All experience, including examples of implementation, must be documented in detail on the candidate profile/resume. * Applicant must ensure all employment including military service, self-employment, job-related volunteer work, internships, part-time employment, etc. is listed in detail and chronological order. * Each field (name of employer, address, city, and state, dates of employment, supervisor's name, phone numbers, etc.) must be completed. * Gaps of employment of 6 months or more must be addressed on the application. * Applicants who do not provide all necessary information, may not meet the requirements for this position. SALARY: $38,760.36 - $49,501.08 BENEFITS: Benefits include, but are not limited to, health insurance, life insurance, tuition waivers, paid sick and personal leave, 10 paid holidays annually, retirement savings, and vision and dental insurance. ADDITIONAL INFORMATION YOU NEED TO KNOW CONTACT INFORMATION: Alyssa Moraldo-Johnson, **************, ***************************************** SCREENING DISCLAIMER: Your responses to qualifying questions must be verifiable by skills and/or experiences you stated on your candidate profile and/or resume. ONLINE SKILLS ASSESSMENT: After the advertisement closes, candidates who meet the minimum job requirements will be contacted by email with instructions for taking an online skills assessment. The candidate must complete the skills assessment by the deadline given and achieve a score of at least 70% and those with the highest passing SVT scores will be invited to an oral interview. CANDIDATE POOL: Future vacancies may be filled from this advertisement for a period of up to six months. CRIMINAL BACKGROUND CHECKS: You will be required to undergo a National Level-2 criminal background check which requires you to provide your fingerprints. REMINDER: Male candidates born on or after October 1, 1962, will not be eligible for hire or promotion unless they are registered with the Selective Services System (SSS) before their 26th birthday or have a Letter of Registration Exemption from the SSS. For more information, please visit the SSS website at ******************* The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace. Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation. The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act. VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans' Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement. Location:
    $38.8k-49.5k yearly Easy Apply 8d ago
  • Part Time (20 Hours) Associate Banker, (New Build) Pine Island and Burnt Store Rd, Cape Coral, FL

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Cape Coral, 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
    $33k-82k yearly est. 10d ago
  • Float Customer Service Representative - Golisano Pediatric Specialties and Urgent Care - Naples

    Lee Health 3.1company rating

    Finance service representative job in Fort Myers, FL

    Department: GCHSWF Pediatric Specialists - Collier Clinic Work Type: Full Time Shift: Shift 1/8:00:00 AM to 5:00:00 PM Minimum to Midpoint Pay Rate: $21.01 - $24.69/ hour Now Hiring: Float Customer Service Representative Golisano Pediatric Specialties & Urgent Care Naples 3361 Pine Ridge Road, Naples, FL 34109 MondayFriday | 8:00 AM 5:00 PM | Make a Difference Every Single Day Are you passionate about helping others, especially kids and their families? Were looking for a friendly, reliable Customer Service Rep to float between our Pediatric Specialties and Urgent Care (same building!) and provide top-notch support at check-in, over the phone, and throughout the patient experience. What Youll Do: * Greet and check in pediatric patients * Verify insurance and assist with scheduling * Answer phones and help families navigate care * Be a calm, caring presence during stressful moments What Were Looking For: * Strong customer service skills & a compassionate personality * Comfortable in a fast-paced medical setting * Bilingual in English & Spanish? Thats a BIG plus! * Experience in healthcare is preferred, but not required Why Youll Love It Here: Set weekday hours no late nights or weekends Supportive pediatric care team Make a real impact in a childs healthcare journey Apply today and bring your heart for service to Golisano Pediatric Specialties & Urgent Care where kids come first, and youre valued for being you. The Float Customer Service Representative position is responsible for providing an excellent customer experience. Responsibilities include utilizing a practice management system to facilitate scheduling, registration, accurate billing, collections and the maintenance of medical records. This position can be assigned Sat and Sun shifts and reports to the Manager/Supervisor. This position is required to float to all LPG and Hospital Outpatient Department locations across four counties. Requirements Education: High School Diploma or GED required. Associates Degree preferred. Experience: External Candidates: 2 years of customer service experience required. 3 years of similar medical office front desk experience preferred, Epic EMR experience preferred.Internal candidates: 1 year of equivalent scheduling or registration experience, CSR role preferred. License: Not required. Certifications: Not required. Other: Excellent customer service and computer skills required. Ability to solve problems anddemonstrate critical thinking skills. Works weekend and holidays. US:FL:Fort Myers
    $21-24.7 hourly 33d ago
  • Customer Service Representative

    Fastsigns 4.1company rating

    Finance service representative job in Bonita Springs, FL

    Benefits: 401(k) 401(k) matching Paid time off FASTSIGNS - Bonita Springs is hiring for a Customer Service Representative to join our team! Benefits/Perks: Competitive Pay Paid Vacation and Holidays Ongoing Training Opportunities A Successful FASTSIGNS Customer Service Representative Will: Be the initial contact with current as well as prospective customers in our FASTSIGNS Center Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center Work with customers in numerous ways such as email, telephone, in-person and at their place of business Build long-lasting relationships by turning prospects into long term clients. Ideal Qualifications for FASTSIGNS Customer Service Representative: 2-3 years of retail or counter sales experience preferred Adobe Creative Suite Knowledge helpful High school diploma or equivalent Outgoing, responsive, eager to learn and has the ability to build relationships Great listening and organization skills Ability to sit for long periods (4 hours or more) Ability to view a computer screen for long periods (4 hours or more) Ability to work under pressure to output high volume, high-quality work Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today! Compensation: $16.00 - $22.00 per hour At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $16-22 hourly Auto-Apply 60d+ ago
  • Relationship Banker II | North Port

    First Busey Corporation 4.5company rating

    Finance service representative job in North Port, FL

    The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financial services to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational processes. The Relationship Banker II is expected to handle more complex transactions and provide guidance to less experienced staff, while continuing to build customer relationships and promote the bank's services Duties & Responsibilities Customer Service & Relationship Management * Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships. * Serve as a trusted point of contact for customers, ensuring the highest level of service is provided. * Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs. * Provide guidance to customers on financial products and services that best meet their needs. Sales & Cross-Selling * Actively identify and promote all bank products and services. * Ask clients targeted questions to learn about their financial needs and goals. * Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions. * Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc. Account Management and Support * Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements. * Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders. * Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools. Loan & Credit Processing * Process and assist with customer loan applications, including personal loans and home equity lines of credit. * Conduct initial loan screenings, gather necessary documentation, and work closely with loan officers or other departments to ensure a smooth loan approval process. * Educate customers on loan products, eligibility requirements, and loan terms. Transactions & Cash Handling * Process transactions with a high degree of accuracy. * Balance cash drawer and ensure transactions are accurately recorded and processed. Compliance & Risk Management * Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions. * Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate. * Adhere to privacy regulations and ensure customer data is handled securely and confidentially. Team Support and Mentorship * Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures. * Help foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs. Branch Operations & Administrative Support * Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch. * Support branch leadership in maintaining branch security and ensuring operational efficiency. Education & Experience Knowledge of: * Strong sales and customer service skills * Strong oral and written communication skills * Basic math and accounting functions * The basic tenets of lending and assessing a customer's financial needs Ability to: * Accurately count money * Perform duties and make decisions under frequent time pressures * Stand for extended periods of time * Lift 50 pounds * Explain products and services to current and potential customers * In concert with Banking Center leadership and other LOB, participate in cross-selling Education and Training: * Requires a High School diploma. * 2 years of banking experience with lending responsibilities required * 1 year of previous training and/or combination of mentorship, military or management experience required * Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. * Requires knowledge of Microsoft Office. Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $18-$21/hour) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails. #HPBB
    $18-21 hourly Auto-Apply 41d ago
  • Financial Representative

    MWA Careers-Fort Myers

    Finance service representative job in Cape Coral, FL

    Job DescriptionLaunch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nations largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. Were proud of the impact fraternalism makes. Its what allows Modern Woodmen and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmens education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or youre just getting started, youll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.
    $28k-53k yearly est. 17d ago
  • Auto Customer Service Reps

    Jaguar Land Rover Fort Myers

    Finance service representative job in Fort Myers, FL

    15875 S Tamiami Trail, Fort Myers, FL 33908 Automotive Service Technician Salary + Performance Bonus Paid Weekly! NEW Climate-Controlled Facility & Equipment! Excellent Income, Benefits, and Training Award-winning Jaguar & Land Rover Fort Myers is a GREAT place to have a Rewarding Career! We need to hire Auto Service Technicians to perform vehicle repairs and routine service/maintenance according to experience and certifications. Enjoy working in our NEW climate-controlled, state-of-the-art facility with NEW equipment, extra bays and space, and built-in toolboxes! Jaguar & Land Rover Fort Myers is a positive, upbeat, award-winning dealership that believes honesty, integrity, and 100% customer satisfaction is the only way to do business. We appreciate our employees and invest in their success! Upload your resume AND complete the assessment for immediate consideration. We Provide Excellent Benefits: Salary + Performance Bonus paid weekly! $37,000 - $155,000/year based on experience, certifications, and performance Ongoing Training Medical and Dental Health Plan Paid Holidays Paid Vacation after 12 months 401(k) Plan Closed on Sundays New busy shop with lots of work! Team Environment Responsibilities - Auto Service Technician: Diagnose vehicle problems and perform quality repair and maintenance work that meets dealership and manufacturer standards including engine, transmission, suspension, heating, air conditioning, steering, brakes, exhaust systems, and more. Learn new information in training sessions Keep shop neat and account for dealership-owned tools Other duties may be assigned according to skill level and certifications Qualifications - Auto Service Technician: Automotive repair experience preferred Experienced? Must provide own tools Dealership experience preferred A positive attitude and good work ethic Must be versatile in skills and tasks performed Working knowledge of shop equipment Must be analytical with good problem-solving skills Valid driver's license and good driving record High school diploma or GED Applicants must be authorized to work in the U.S. and be a current resident Must pass a pre-employment background check, MVR, and drug screen We are an Equal Opportunity Employer. RequiredPreferredJob Industries Customer Service
    $23k-31k yearly est. 24d ago
  • Automotive Service Department Associates

    Anderson Automotive Group 4.3company rating

    Finance service representative job in Cape Coral, FL

    Anderson Automotive Group is expanding! We are building a brand-new Toyota dealership in Cape Coral that will be located at 2025 NE Pine Island Road - Fred Anderson Toyota of Cape Coral. We are projected to open in the first half of 2026! We will have top-tier facilities in a new 83,000 square foot state-of-the-art dealership. Taking applications for Service Professionals (including Technician roles, Service Advisor roles, Service Greeter roles and more) now for 2026 opening! Looking for an exciting service role in automotive? Do you have previous experience in the industry? Love helping customers? Looking to join an award-winning team? Want to make a difference in the community? We are taking applications now! Hiring timeline - Interviews and hiring taking place in early 2026! About our group: Anderson Automotive Group is a family owned and operated business with seventy years of history. Our franchise car dealerships represent world class manufacturers to include Toyota, Subaru, Nissan, and Kia. Anderson Automotive Group's headquarters are located in Raleigh, NC and we are in the best markets in the Southeast including dealerships throughout North and South Carolina. Our Toyota dealership in Raleigh, NC is the largest volume Toyota dealership in Southeast Toyota. Founded in 1955, our roots run deep in our communities through philanthropy and community development. We strive to be a progressive, world class retailer and service provider. Every associate at Anderson Automotive Group is critical to our success. Facility details: One of the largest Toyota dealerships in the Southeast (83,000 square feet) Service department with 42 bays and 2 alignment racks 3 window-tint bays, 6 detail bays, and a photo booth Employee-centric breakrooms and workspaces Community leader in non-profit support: love where you work as we give back to the community! What we offer: A culture of caring, belonging, and respect for everyone Managers that people want to work with Career growth and advancement Leadership development, innovative training, and learning systems Competitive compensation plans 401k retirement plans with company match up to 6% Comprehensive health benefits packages, including telehealth and behavioral health services Industry-leading maternity and paternity leave Paid employee referral program Recognition and bonus programs Paid time off, bereavement, paid jury duty leave, and vacation benefits Employee discounts on parts, service, vehicle purchases, and local entertainment Job Duties: Help meet dealership service department goals Engages in regular training The ability to provide exceptional customer service with every customer interaction Address customer concerns Follow safeguard rules and regulations Maintain a positive attitude Qualifications include but are not limited to: Organizational and time management skills Previous technician experience if working in the shop Prior automotive experience preferred Ability to build rapport with others Strong listening skills Valid Driver's license and acceptable motor vehicle report is Apply Now! #Funatwork #Advancementfromwithin #careergoal #Toyota Why Automotive: Career growth: Endless opportunities for career development within our organization, with development programs and training to get you where you want to be. Stability: Even through these uncertain times, Anderson Automotive Group was able to continue to provide excellence in our communities Technology: There is no industry more exciting than Automotive. From keyless entry vehicles to electric cars, there is always something new happening in the industry. You can be a part of these exciting changes.
    $27k-33k yearly est. Auto-Apply 60d+ ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Bonita Springs, FL

    Application Deadline: 01/30/2026 Address: 9000 Bonita Beach Road SE Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 7d ago
  • Financial Service Representative

    The Check Cashing Store

    Finance service representative job in Port Charlotte, 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: 1931 Tamiami Trail #11 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!
    $26k-40k yearly est. Auto-Apply 12d ago
  • Customer Service Rep(04946) - 4770 Colonial Blvd

    Domino's Franchise

    Finance service representative job in Fort Myers, FL

    Additional Information At Domino's, we are a brand of honesty, transparency and accountability and we want exceptional people like you to join our team! We have continued to prove we “Put our People First” by making sure our work environment is safe and provides stability for you as a team member. The brand continues to deliver the “Power of Possible” to local Domino's store owners, 90% of which started as delivery drivers and pizza makers in our stores!
    $23k-31k yearly est. 60d+ ago
  • Customer Service Representative

    Healthcare Support Staffing

    Finance service representative job in Bonita Springs, FL

    HealthCare Support Staffing, Inc. (HSS), is a proven industry-leading national healthcare recruiting and staffing firm. HSS has a proven history of placing talented healthcare professionals in clinical and non-clinical positions with some of the largest and most prestigious healthcare facilities including: Fortune 100 Health Plans, Mail Order Pharmacies, Medical Billing Centers, Hospitals, Laboratories, Surgery Centers, Private Practices, and many other healthcare facilities throughout the United States. HealthCare Support Staffing maintains strong relationships with top providers in healthcare and can assure healthcare professionals they will receive fast access to great career opportunities that best fit their expertise. Connect with one of our Professional Recruiting Consultants today to see how a conversation can turn into a long-lasting and rewarding career! Job Description Receive, document and respond to all contacts including member, client and pharmacy inquiries about Benecard PBF benefits, policies and procedures Investigate and resolve member complaints and concerns in cooperation with Benecard Provider Network and other Benecard departments Provide ongoing education and support to Benecard PBF membership or clients in regards to benefits, policies and procedures Research and assist with point of sale issues, claim adjudication and succinct documentation of tasks resolution or steps taken to complete Excellent Attendance, Able to follow schedule, complete tasks or other duties as assigned within policy Qualifications 2 years incoming Call Center experience Critical thinking/analytical skills Very empathetic Leadership skills Think out of the box Outstanding customer service skills Very clear and articulate (no grammar issues or slang; if they use it don't send them!) Flexible...new location. There will be changes. They need to thrive with a changing environment Drama Free Motivated Timeley Enthusiastic Comes with a proven track record of success Multi-tasker Honest with integrity It's a career, not a job Dependable Mature Additional Information Hours for this Position: • M-F 5 positions for 8:00 AM - 4:30 PM (THIS ORDER IS FOR THIS SHIFT) • M- F 5 positions for 9:30 AM - 6:00 PM (THIS ORDER IS FOR THIS SHIFT) • 5 positions for 10:30 AM - 7:00 PM (work every Saturday 9:30 AM - 6:00 PM, off one day during the week) Advantages of this Opportunity: • Competitive salary $15.33 per hr • Excellent Medical benefits Offered, Medical, Dental, Vision, 401k, and PTO • Growth potential • Fun and positive work environment
    $15.3 hourly 60d+ ago
  • Customer Service Representative - State Farm Agent Team Member

    Shalisse Cerven-State Farm Agent

    Finance service representative job in Naples, FL

    Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Hourly pay plus commission/bonus Retirement / health stipend Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency License reimbursement WFH options after 6 months Requirements: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. 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.
    $23k-31k yearly est. 15d ago
  • Associate Banker

    BMO Harris Bank 4.1company rating

    Finance service representative job in Bonita Springs, FL

    Application Deadline: 01/30/2026 Address: 9000 Bonita Beach Road SE Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 9d ago
  • Branch Small Business Banker (SAFE)

    Wells Fargo 4.6company rating

    Finance service representative job in Naples, FL

    **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role, you will:** + Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. + Service business customers with their business needs in a branch environment + Carry out business banking focused functions over the phone + Present recommendations for resolving more complex situations + Provide information to colleagues, internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank + Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments + Participate in community organizations and build relationships with centers of influence + Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol + Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers + Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. **Required Qualifications:** + 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. **Desired Qualifications:** + 1+ year of experience managing a dedicated book of small business customers across assigned territory + Knowledge and understanding of book of business + Experience using strong business acumen to provide financial services consultation to small business customers + Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products + Customer service focus with experience handling complex transactions across multiple systems + Experience building and maintaining effective relationships with customers and internal partners + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Knowledge and understanding of retail compliance controls, risk management, and loss prevention + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to interact with integrity and professionalism with customers and employees + High motivation with ability to successfully meet team objectives while maintaining individual performance + Experience mentoring and peer-coaching others + Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners **Job Expectations:** + This position is not eligible for Visa sponsorship. + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. **Location:** Pebblebrook-15219 Collier Blvd., NAPLES, FL 34119 **Location disclaimer** : Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. **Posting End Date:** 15 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-510272
    $43k-78k yearly est. 7d ago
  • Member Services Representative

    Naples 3.4company rating

    Finance service representative job in Naples, FL

    Benefits: Bonus based on performance Employee discounts Opportunity for advancement Training & development Reports to: Manager Requirements: Fluent in English Proficient reading and writing skills Computer Skills Special Skills: Strong customer service skills Responsibilities: Membership Sales Greet all members & guests with a smile and wish them well as they exit the club Check in all members and guests in accordance with company procedures Facilitate any messages on club software at member check-in Answer phones in courteous, helpful, professional manner Communicate special events to members and guests Maintain an atmosphere, which makes members feel welcome Facilitate all member requests or forward to a manager Maintain professional disposition at all times Sell retail products Schedule member services: tanning, etc Facilitate payment of member services in accordance with company procedures Know club facility, services, and schedules Maintain a clean and organized work area Assist in all projects as delegated by club management Follow all policies and procedures in the Employee Handbook Opening and closing duties Meetings: Monthly or Weekly Department Meetings Employee Training Meetings Crunch is a gym that believes in making serious exercise fun by fusing fitness and entertainment and pioneering a philosophy of No Judgments. Our gyms are packed with the latest state-of-the-art cardio and strength training equipment, weight room, full service locker rooms with showers, tanning booths, HydroMassage bed, and an extensive schedule of Crunch's signature classes including Zumba , BodyWeb with TRX , Yoga Body Sculpt, Belly Butt and Thighs Bootcamp, and more.
    $21k-33k yearly est. Auto-Apply 60d+ ago
  • Emergency Services Officer

    Maris Grove

    Finance service representative job in Naples, FL

    Compensation: Commensurate with experience starting at $17.00 / hour We're not just looking for guards-we're looking for our resident's guardians. At Siena Lakes our Security & Emergency Services team is the first line of defense on campus and the last word in excellence, integrity, and calm under pressure. Whether it's responding to medical emergencies, ensuring safety across our community, or lending a steady hand in chaotic moments. What you'll do: Respond swiftly and effectively to emergencies, alarms, or incidents. Monitor and patrol facilities, ensuring safety protocols are followed. Provide clear communication during high-stress situations. Act as a go between for residents, employees and outside emergency services. Serve as a trusted presence for employees, guests, and residents. Uphold and enforce company safety policies. What we are looking for: Calm under pressure with excellent decision-making. Team players who thrives on collaboration but lead when the situation demands it. Commitment to the highest standards of professionalism and respect. Passionate about making a real impact on the lives and safety of residents. Prior experience in security, law enforcement, military, or emergency services is a plus. We provide certification. You don't need to have a background in emergency services to start this journey. We offer onsite in-person Emergency Medical Responder (EMR) certification course during your training-fully paid for by Siena Lakes -you gain the skills and confidence needed to respond to medical incidents and emergencies. Please note that specific state regulations and requirements may be applicable. These regulations take precedence over the requirements outlined in the job description. Siena Lakes is a vibrant continuing care retirement community located in North Naples, Florida. We're part of a growing national network of communities managed by Erickson Senior Living, one of the country's largest and most respected providers of senior living and health care. Siena Lakes helps people live better lives by fulfilling our promises of a vibrant lifestyle, financial stability, and focused health and well-being services for those who live and work with us. As part of our team, you'll enjoy flexibility and work-life balance to meet your personal and professional goals, and we are committed to providing you with opportunities to learn and grow. Erickson Senior Living, its affiliates, and managed communities are Equal Opportunity Employers and are committed to providing a workplace free of unlawful discrimination and harassment on the basis of race, color, religion, sex, age, national origin, marital status, veteran status, mental or physical disability, sexual orientation, gender identity or expression, genetic information or any other category protected by federal, state or local law.
    $17 hourly Auto-Apply 9d ago
  • Relationship Banker - Pavilion Financial Center

    Bank of America 4.7company rating

    Finance service representative job in Naples, FL

    Naples, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $31k-38k yearly est. 12d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Cape Coral, FL?

The average finance service representative in Cape Coral, FL earns between $21,000 and $49,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Cape Coral, FL

$32,000
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