Post job

Finance service representative jobs in Coral Gables, FL - 2,011 jobs

All
Finance Service Representative
Banking Associate
Relationship Banker
Banker
Trader
Finance Service Specialist
Customer Service Representative
Equity Trader
Futures Trader
Service Officer
Finance & Sales Representative
Bank Representative
  • Relationship Banker - Mount Dora Financial Center

    Bank of America 4.7company rating

    Finance service representative job in Doral, FL

    Mount Dora, 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. 8d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Customer Service Representative

    Insight Global

    Finance service representative job in Pompano Beach, FL

    As a Customer Service Representative, you will ensure that we deliver on our promise of outstanding service. You'll work with customers, business partners and drivers to make sure we are meeting our commitments and delighting our customers at every step of the experience Day-to-Day: • Assist customers and business partners via telephone and email • Handle customer complaints in a calm, professional manner • Diagnose, assess, and resolve problems or issues • Monitor progress of delivery routes • Process changes or cancellations to delivery orders Requirements: Experience with Microsoft Office programs such as MS Project, Word, Excel and PowerPoint. Previous customer service experience Strong communication skills and the ability to satisfactorily resolve issues Solid ability to multitask with exceptional organizational skills Ability to thrive under pressure while delivering solutions that exceed customer expectations Pluses: Fluency in Spanish
    $23k-31k yearly est. 1d ago
  • New/Developing Equity Trader- Miami

    SMB Capital 3.8company rating

    Finance service representative job in Miami, FL

    SMB Capital is excited to offer a new and unique opportunity for new and developing traders to be a part of our Proprietary Trader Training Program in Miami, FL. We are offering a comprehensive training program for new intraday equities traders and a clear career path. We have created an extended training program to create a clear career path for new traders from entry level trader to Senior Multi-product Trader. New traders will train with dedicated teachers and experienced intraday traders recognized throughout our industry. What is your career path? New traders will spend two years training and trading, developing essential trading skills and building a trading playbook that makes the most sense to them. New traders will also be expected to build competence in quantative trading, starting with simple alerting scripts in python and moving onward to fully-fledged models for diverse trading environments. Then the best traders after two years will have the opportunity to further their training and trade a bigger book. During this next career phase, traders will trade with more size and further develop their technical analysis, risk management, and quant skills. All traders benefit from coaching and mentorship from the firm's partners and senior traders. Our top traders are experts in their unique market niches and are generally multi-product traders, supplementing equities trading with asset classes like equity options, and futures. This is a unique opportunity for those with a passion for trading to receive training from and then trade with experienced pro traders. This training program was developed by Mike Bellafiore, author of the "trading classic" One Good Trade . SMB has been recognized for its outstanding training, and has been invited to train proprietary traders at other desks throughout the world. The partners in this world-class training program are widely sought out by financial and news media outlets for their expertise. Participating partners and senior traders have appeared on CNBC, CNNMoney, and StockTwitsTV, and have been cited in TheStreet.com, SFO Magazine, Financial Times and several other publications. We are looking for individuals with the following characteristics: -Passion for the Markets -Demonstrable History of Success -Entrepreneurial -Focused -Emotionally Disciplined -Great Teammate -Coachable Qualifications BA/BS degree in ... or related field 5+ years experience in ... Experience with ... Effective written and verbal communication Ability to ... US Citizen or Green Card holder Location This position will be located at our new office in Miami, FL.
    $70k-128k yearly est. 60d+ ago
  • Future Position at rbb

    RBB Communications 4.0company rating

    Finance service representative job in Coral Gables, FL

    We always are excited to meet talented communications professionals, even if we don't have an opening that matches your level of experience. We encourage you to apply here to start the conversation and be on our radar for future opportunities.. ** Minimum Qualifications:** - Competed college degree and agency experience. - Excellent written and verbal communication skills. - Strong organizational and multitasking abilities. - Proficiency in various communication tools and platforms. - Ability to work proactively and effectively in a team environment or independently. **Application Process:** If you are a dedicated communications professional eager to contribute to our organization, please submit your application here. We are committed to reviewing all submissions and will reach out when a suitable opportunity becomes available.
    $76k-136k yearly est. 60d+ ago
  • Traders Market Desk Executive

    Quantfury

    Finance service representative job in Miami, FL

    Type: Full-Time Compensation: $155,000-$215,0000 QF Analytics LLC is a company focused on developing proprietary trading technology and providing strategic marketing support for the global trading platform, Quantfury. Quantfury is a regulated global brokerage, operating in more than 65 countries, with annual client transaction volume surpassing $220 bln. QF Analytics is seeking a skilled professional with extensive experience in financial markets. You will leverage your deep trading industry knowledge and expertise to enhance business and marketing initiatives, driving operational excellence in a dynamic, fast-paced environment. Required Qualifications: 5+ years of experience in trading and investment and/or portfolio management experience within a bank, hedge fund, asset management firm, or similar financial institution. Deep expertise in financial markets, with experience trading multiple asset classes (e.g., equities, bonds, FX, commodities, or derivatives). Knowledge of economic indicators (e.g., GDP, inflation, interest rates) and their impact on financial markets. Exceptional analytical, with meticulous attention to detail and the ability to synthesize complex data under pressure. Excellent written and verbal communication skills. Proficiency in Spanish is strongly preferred What We Offer: Competitive salaries, often better than industry, for comparable roles; Daily premium lunch catering, and keeping the office stacked with fruits and snacks; Comprehensive health benefits plan that kicks in after 90 days of successful employment, including access to exclusive employee discounts; Bonus and incentive programs
    $55k-95k yearly est. 60d+ ago
  • Client Experience Trader

    Tradestation 4.6company rating

    Finance service representative job in Plantation, FL

    #WeAreTradeStation Who We Are: TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to claim their individual financial edge. At TradeStation, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for innovation. What We Are Looking For: We are seeking a Client Experience Trader who will be responsible for end-to-end client support. The client base that is serviced consists of sophisticated traders that require a unique level of support. The position will be responsible for supporting clients in all aspects of live and simulated trading support, platform troubleshooting and product support. The candidate will be expected to work as a liaison to Sales, Operations and other departments to ensure resolution to all customer requests and issues in a timely fashion. What You'll Be Doing: Assist clients with executing live orders, providing quotes and information on live balances and positions Provide Order Entry assistance across all asset classes Resolve client inquiries via email, chat, and phone Work in a team-oriented environment Account maintenance (transaction inquiries, commission review, etc.) Software support Ability to work in a fast paced and interactive environment Maintain a positive representation of TradeStation through professionalism, courtesy, and by striving to exceed Clients' expectations The Skills You Bring: Required to have passed all relevant industry exams Successfully complete order entry training Demonstrate proficiency in providing order entry assistance across all asset classes Complete live trader training and exhibit a thorough understanding of the policies, procedures and systems necessary for assisting clients in a live trading environment Extensive knowledge of multiple trading platforms in order to handle technical questions in regard to trading as well as software support Familiar with customer account procedures to assist with client inquiries Minimum Qualifications: College degree required 4-6 years of financial services experience SIE, Series 7, 63, and 3 licenses Desired Qualifications: Additional licenses may be required as the job role evolves What We Offer: Collaborative work environment Competitive Pay Yearly bonus and generous 401k plan Comprehensive benefits for you and your family starting Day 1, including a Veterinary Discount Plan! Generous Paid Time Off plans Flexible working environment TradeStation Account employee benefits, as well as full access to trading education materials Pay Range (US) $60-68K (Countries outside of the US have differing ranges in accordance with local labor markets) TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.
    $60k-68k yearly 4d ago
  • Latin America Private Bank - Associate Banker - LatAm South Team

    JPMC

    Finance service representative job in Miami, FL

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's Latin America. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker Associate in the Latin America Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients. Job Responsibilities Provide leverage to the Senior Banker on daily client priorities Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs Support the Senior Banker on client hierarchy and pipeline management Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities Required Qualifications, Capabilities, and Skills Bachelor's Degree required Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Sales/origination experience Coachable professional with good business acumen Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Excellent communication skills Strong analytical and quantitative skills Ability to multi-task and manage priorities effectively Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)
    $79k-149k yearly est. Auto-Apply 60d+ ago
  • Fort Lauderdale Traders

    Seven Points Capital 3.9company rating

    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: ********************************************************************
    $60k-108k yearly est. 60d+ ago
  • Associate Banker

    We Florida Financial 3.8company rating

    Finance service representative job in Lauderhill, FL

    Purpose: The primary function of this job is to provide outstanding service to members by promoting and selling Credit Union … (Banking) services and products services to new and existing members and by fully using job-relevant technical skills, maintaining/updating technical skills, and seeking to enhance service skills. This position is a three-level job progression track, which requires the employee to be proficient in one or more of the following areas: 1) provide teller services to members, 2) perform back-office teller/administrative duties, and 3) provide service delivery coordination to members. Requires the employee to be proficient in a minimum of one function within the first year of employment. Position advancement will occur when an additional skill is achieved. All front-office positions are high visibility/high volume and require the ability to make decisions within established guidelines, the willingness to work within a sales environment, and the ability to be a team player in an organization that values the spirit of teamwork. Required Core Position Functions - Responsible for meeting established sales goals for WFF products and services - Responsible for producing sales referrals for new accounts and loans as assigned - Utilize empowerment matrix - Follow WFF's service guidelines - Possess thorough knowledge of all products and services - Explain Credit Union products/services to members - Refer members to appropriate departments as required - Process member account inquiries and respond to member problems - Assist in end-of-day processing - Adhere to work environment maintenance standards - Assist in maintaining membership records confidentially - Notarize documents for members and staff - Monitor lobby to identify potential security risks - Perform specific and delegated duties as assigned by management Essential Functions (employee must be proficient in one or more of the following three areas): Associate Banker Function - Provide excellent member services at all times - Process and post monetary and related transactions - Process checks and apply appropriate holds - Perform internal teller-related duties including identifying cross-selling opportunities and referring members to other teammates. - Follow established cash drawer and cash handling procedures - Reconcile/balance cash and transactions within guidelines - Follow established security procedures - Process night drop and mail deposits - Ensure confidentiality of member account information - Deter fraud whenever possible - Responsible for resolving member inquiries and account disputes - Activate new accounts - Close existing accounts as needed - Knowledge of Cash Dispensing Machine operations and balancing (if applicable) - Responsible for compliance with Bank Secrecy Act and Credit Union procedures related to completion and filing of Currency Transaction Reports Back-Office Associate Banker/Administrative Function - Balance branch - Maintain vault using established procedures - Process cash shipments (incoming, outgoing, and ordering) - Receive and sell cash/coin - Prepare coin/mutilated money shipments - Balance and audit Cash Dispensing Machine (if applicable) - Maintain reserve supplies and balance money order inventories, official/cashier's checks, and other stock as may be assigned - Process large ATM deposits - Balance ATM - Process night deposit deposits, if applicable - Assist with Branch audits - Coach other Associate Bankers - Train new Associate Banker and provide continual mentoring for Associate Banker trained - Open additional savings-products using established procedures - Cross-sell products/services when appropriate and close sales - Provide error resolution and effectively solve complex account service issues Service Delivery Coordination - Greet members in branch locations and determine the nature of member's business - Ensure members receive service in a timely manner - Demonstrate the use of service delivery systems and direct members to the appropriate delivery channels - Display a thorough knowledge of all Credit Union products/services and explain products/services to members - Demonstrate knowledge of Phone Service and Support Services job functions - Demonstrate knowledge of safe deposit box procedures - Process member account inquiries and assist members with problem resolutions - Cross-sell additional products/services when appropriate and close sales - Responsible for producing sales referrals for new accounts and loans as assigned - Exhibit advanced profiling techniques - Explain Credit Union products/services to members - Follow established security procedures - Discuss loan products and processes - Explain and offer all deposit related products to members - Provide basic IRA transactions - Responsible for following up with members utilizing the 2.2.2. Onboarding and pipeline management process. Job Qualifications Knowledge of: - Cash handling procedures - Products/services - Policies/procedures and service philosophy - Safety/security programs (i.e., false alarms, robberies, bomb threats and extortion) - In-house computer system - Regulatory understanding Skills: - Vision: Ability to complete necessary paperwork - Speech/Hearing: Ability to communicate verbally with staff, members, and vendors - Manual Dexterity: Ability to perform necessary computer-related input - Physical Mobility: Requires significant finger manipulation, hand-arm manipulation, hand/arm steadiness, eye/hand/foot coordination, limb movement without visual control, hand/ear coordination may require standing for long periods of time. Ability to: - Understand/Follow moderately complex written and oral instructions - Express oneself clearly/concisely, both orally/in writing - Prioritize multiple member requests (handle daily routine with moderate freedom to interpret and act upon various situations) - Present a professional/personable personality to reinforce WFF's professional image - Interact with multiple departments daily - Work within precise standardized guidelines with some latitude to take initiative - Possess versatility/flexibility to successfully serve as a backup to other positions as required - Possess creativity/resourcefulness to complete assigned duties without constant supervision - Possess mental concentration to resolve basic problems, which are relatively redundant - Keep personal work updated and accurate - Accept limited responsibility for funds/records - Accept responsibility for access to confidential data and member account information Education/Experience - High school level of language, math, and reasoning skills - Two years of work experience in a related field with equal responsibilities - Formal training should be supplemented with continuing internal and external education and self-development programs
    $73k-126k yearly est. Auto-Apply 8d ago
  • Student Services Officer

    Florida National University-Main Campus 3.7company rating

    Finance service representative job in Miami, FL

    Position Overview: The Student Services Officer coordinates and assist with the activities of the Student Services department. Collaborate with promoting and executing activities to enhance the cultural, professional, and educational growth of students. Provides support to the students and the administration regarding interactions occurring throughout student's university life. Key Responsibilities: * Communication Management: Respond promptly to daily communications via email and voicemail, addressing inquiries promptly and professionally. * Policy Adherence and Ethical Compliance: Ensure strict adherence to the University's mission, policies, procedures, ethical standards, compliance with data protection regulations and pertinent legal regulations in all aspects of admission activities. * University Engagement: Participate in Commencement Exercises, new student orientation, university events, committees, self-studies, and University Commencement Ceremonies. * Special Projects: Execute special projects assigned by the President or supervisor. * Compliance Adherence: Ensure compliance with Title IX of the Education Amendments Act of 1972, as well as FNU Policies, Procedures, Rules, and Regulation, the FNU Code of Ethics, Family Educational Rights and Privacy Act (FERPA), Florida Information Protection Act of 2014 (FIPA), the EU General Data Protection Regulation (GDPR), and all other applicable federal, state, and local laws, rules, and regulations. * Assigned Duties: Undertake other assigned duties as required. Specific Duties and Responsibilities: * Assist with the Enforcement of regulations and standards found in the University Catalog and Student Handbook, when necessary, among the student body. * Coordinate, and assist with the Commencement ceremony for graduating students for all campuses. * Provide recommendations to Director of Student Services and Campus Dean regarding student feedback with concerns regarding various departments of the university to ensure student satisfaction and resolution. * Encourage student participation and provide assistance in developing the Student Government Association for the campus. * Issue and enforce the usage of student ID card throughout the campus. * Coordinate and assist in executing the educational, professional, and cultural activities that enhance student growth and development. * Assist and facilitates with the participation of students in various student organizations. * Coordinate and assist with the implementation of the orientation event for new students. * Assist with the Safety plan for students and staff for the campus. * Provide information on the Family Educational Rights, Privacy Act, and the Department of Education Privacy Act rules to students when inquiries arise. * Provides information and support with regards to Title IX. * Provide continuing education information to students. * Maintain graduate students list database for future Alumni Association. * Provide health insurance information to domestic and international students. Other Duties: * Prioritize and address the unique needs of service member students by ensuring seamless coordination of support services. * Offer resources and services to ease transitions between military and civilian life, recognizing the impact on both social and academic aspects. * Stay informed about changes in military educational policies and ensure the institution's compliance with relevant regulations affecting active-duty students. Requirements: * Bachelor's degree * Must have supervisory experience. * Solid understanding of the student life cycle within a school setting. * Excellent communication, customer service and interpersonal skills, including problem solving, organization and conflict resolution skills * Ability to work with people from a variety of diverse social and economic background * Develops constructive and cooperative working relationships with others * Very strong phone and computer proficiency in Word, PowerPoint and Excel a must, including typing and data entry * Ability to work independently and adapt to change. * High energy, assertive, results driven and highly ethical. Job Type Full-time. Schedule: * Monday - Thursday: 2 days from 8:00am to 5:00pm and 2 days from 12:00pm to 9:00pm * *Fridays alternate (campus closes at 7pm) (8:00am to 5:00pm or 10:00am to 7:00pm) Benefits: * Health insurance (medical, dental, vision) * Paid Time Off * Tuition waiver * Tuition reimbursement * 401(k) * 401(k) matching * Life insurance Working Conditions General office working conditions. Noise level is at normal office capacity. Physical Demands The physical demands described here are representative of those that must be met by employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. While performing the duties of this job, the employee may be required to frequently and for extended periods of time, sit; stand; walk; use hands to handle and feel objects; reach with hands and arms; climb stairs. This position requires the ability to see, hear, and operate a computer keyboard and standard office equipment. The employee must lift and/or move up to (10) pounds and occasionally lift and or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust to focus. The employee must travel to other campuses, as needed and/or required. Safety Hazard of the Job Minimal Hazards.
    $28k-36k yearly est. 3d ago
  • Graduate Execution Trader

    Caleb and Brown Pty

    Finance service representative job in Fort Lauderdale, FL

    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 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
    $55k-95k yearly est. Auto-Apply 46d ago
  • Banking Associate

    KW Property Management Careers 4.7company rating

    Finance service representative job in Miami, FL

    As the banking liaison between KWPMC, the client, and financial institutions, the Banking Associate must perform the job duties with a view towards projecting a full-service product for each service provided to the client as it pertains to banking needs. Communication with all financial institutions and providing great service to the client in a friendly and helpful manner is essential. Duties and Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Complete banking tickets Ensure that all tickets, emails, and telephone calls are answered properly, courteously, accurately, and responded to in a timely manner. Create bank codes in accounting system Help in reporting financial institutions to the DBPR on an annual basis. Perform administrative duties including but not limited to: record keeping, filing, mail collection, data entry, and other essential needs as required. Special projects as instructed. Required Education and Experience Must have at least 1 years of experience working in banking. High school diploma or GED Computer Savvy Strong communication skills Proficiency in Microsoft Word and Excel Work Environment While performing the duties of this job, the employee regularly works indoors in an office setting. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must occasionally lift or move office products and supplies, up to 20 pounds. Position Type/Expected Hours of Work This is a full-time, non-exempt position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m. This schedule may change to accommodate the business needs of the company. Travel Some travel will be required to attend company sponsored meetings, trainings, and property visits to obtain signed board documents, when necessary. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
    $65k-107k yearly est. 18d ago
  • Part Time Associate Banker West Miami (30 Hours)

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Miami, 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
    $34k-85k yearly est. 60d+ ago
  • Corporate Banking Associate - Banks (LATAM)

    Wells Fargo Bank 4.6company rating

    Finance service representative job in Miami, FL

    About this role: Wells Fargo is seeking a Corporate Banking Associate to join the FIG division, which is one of the industry coverage verticals within Corporate and Investment Banking (“CIB”). This role sits within the Portfolio Management and Underwriting (“PMU”) unit of the Banks division covering Latin America and the Caribbean. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: Perform credit underwriting which accounts for all risk factors and providing risk rating recommendations Participate in the monitoring, documenting, and analysis of assigned portfolio of loans within the Corporate Banking Relationship Management functional area Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations Research, examine and interpret customer portfolio, competitors and related industry in order to prepare a comprehensive credit report opinion Receive direction from more experienced staff and exercise independent judgment while monitoring and maintaining an existing loan portfolio which includes ongoing interpretation and analysis of financial info to determine borrower compliance Collaborate and consult with internal and external stakeholders to understand credit needs and represents the bank in developing, maintaining, and growing client relationships Provide guidance to and assist with development of less experienced team members Required Qualifications: 2+ years of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Professional working proficiency in Spanish Corporate credit underwriting and analysis experience of banking institutions Knowledge of financial services credit administration and risk management practices Understanding of financial accounting principles and concepts Advance Microsoft Office skills, including using Excel for financial analysis and projection modeling Knowledge of the Latin America region Familiarity with S&P Global Market Intelligence High level of initiative and accountability of outcomes Strong time management and task prioritization Strong analytical and quantitative skills Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Additional Compensation Details: Base pay for this position is $125,000-135,000 May be considered for an annual discretionary bonus Work Location: 333 SE 2nd Ave MIAMI, FL (primary) 550 S Tryon St CHARLOTTE, NC 90 S 7th St MINNEAPOLIS, MN Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $111,100.00 - $217,200.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 29 Jan 2026 * 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. 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.
    $125k-135k yearly 2d ago
  • Financial Services Representative I - Miami Gardens Walmart

    Dade County Federal Credit Union 4.4company rating

    Finance service representative job in Doral, FL

    Financial Service Representative - Miami Gardens Walmart Branch Starting Salary: $20.00 per hour Responsibilities include cross-selling credit union products and services that meet our member's financial needs. Candidate will provide account services and resolve member inquiries. This is a high contact position requiring the ability to communicate face to face effectively with prospective/current members and to represent the credit union in a positive and professional manner. Candidate will also be part of the Float Staff which requires to go to various branches as needed. Essential Duties & Responsibilities: Process all financial transactions and member inquiries in an accurate and timely manner. Accepts sales goals and understands the role played in achieving branch's sales goals. Establishes good rapport with members. Possesses thorough knowledge of Dade County Federal Credit Union products and services. Recognizes selling opportunities and effectively cross-sells credit union products and services to build member relationships. Performs new account openings and all other related platform functions. Has a thorough understanding of credit union loan products and handles all loan applications, including but not limited to accepting the loan application with all the required information. . Obtains all required licenses as established by Credit Union. Handles inquiries, concerns and requests from members and employees. Handles all account maintenance, all service related member needs and communicates to higher authority, when necessary. Willingly assists all departments as requested. Complies with all Bank Secrecy Act (BSA) regulations and standards. Attends all required BSA training. Willing to assist in any other areas as requested. Requirements: Intermediate PC skills are required, MS Office and Windows necessary. Candidate must have excellent written and verbal communication skills. Candidate must be detailed oriented and display excellent mathematical skills. Schedule to include extended branch and Saturday hours . Candidate must have the ability to travel throughout the branch network to provide staffing assistance at all branch locations. High school diploma or equivalent required. Bilingual: English and Spanish, Highly Desirable Dade County Federal Credit Union requires certain positions to obtain a Florida 2-11 Credit Life/Credit Disability License in order to perform the duties required of the position. DCFCU is responsible for fees associated with this licensing process. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
    $20 hourly Auto-Apply 50d ago
  • Jr. Private Banker

    Itau 3.6company rating

    Finance service representative job in Miami, FL

    Duties & Responsibilities • Support the expansion of the private banking business by generating and following up on leads with existing and prospective clients, and assessing & delivering on their overall banking, investment, and wealth planning needs • Identify and deliver appropriate banking products & services demonstrating simplicity, guidance, knowledge, and experience, after conducting an in-depth client needs assessment and analysis • Work collaboratively with the investment & advisory team, product experts and other business areas in order to maximize the client experience, engender trust and cooperation, identify synergies and referral opportunities, and maximize the depth of the product & service platform offered to current and prospective clients. • Meet and exceed client expectations by consistently providing exceptional customer service in a professional, positive, thorough and timely manner. • Demonstrate a proactive attitude by providing clients with thoughtful and relevant information and insight • Develop and maintain a disciplined approach to sound account management practices by conducting rigorous account reviews on a consistent basis • Maintain required documentation of the book (W8, KYC updates etc.) • Efficiently manage client communication, including business travel plans • Identify sources for prospects, defining a methodology to maximize client acquisition efforts • Compliance with BSA/AML laws, rules, regulations and the bank's BSA/AML policies and procedures . Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau's related policies and procedures. Qualifications • Bachelor's degree in business administration or related field • FINRA Series 7 required • Demonstrated knowledge of private banking investments, products and services • Superior sales and relationship management skills • Outstanding analytical and organizational skills • Exceptional interpersonal and influence management capabilities • Superb oral & written communication skills • Ability to work well with multiple teams • Fluency in Spanish and English
    $44k-96k yearly est. 60d+ ago
  • Aerospace MRO Customer Service

    Terrelonge Staffing

    Finance service representative job in North Miami, FL

    Terrelonge Staffing is recruiting a dedicated Customer Service Representative for our MRO client in the aerospace industry. The ideal candidate will have experience in customer service within an aerospace or technical environment, with a focus on providing exceptional support to clients. Key Responsibilities: Serve as the primary point of contact for customers, addressing inquiries and resolving issues related to MRO services. Process orders, track shipments, and manage customer accounts to ensure satisfaction. Coordinate with internal teams to ensure timely and accurate delivery of services. Maintain detailed records of customer interactions and transactions. Provide clients with regular updates on service status and any changes to their orders. Qualifications: Associate degree or equivalent experience in customer service or a related field. 2-4 years of experience in customer service within the aerospace industry. Strong problem-solving skills and attention to detail. Excellent verbal and written communication skills. Proficiency in CRM software and Microsoft Office Suite.
    $27k-36k yearly est. 60d+ ago
  • Financial Service Representative

    The Check Cashing Store

    Finance service representative job in Coral Springs, FL

    Are you a dynamic and driven sales professional? If so, The Check Cashing Store wants you to join our team. In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off 401K with company match Tuition assistance Career development Branch Location: 8071 West Sample Road 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! About The Check Cashing Store - Our Commitment to Responsible Innovation At The Check Cashing Store, we are committed to building innovative solutions grounded in ethical, transparent, and responsible use of data and technology. Aligned with the principles outlined in Canada's Artificial Intelligence and Data Act (AIDA), we take a proactive approach to ensuring that any AI or data-driven systems we use are safe, fair, and accountable. We prioritize strong data governance, clear communication around how systems work, and safeguards that reduce risks and protect individuals. Our focus is on developing tools and processes that promote equity, reliability, and trust, supported by ongoing monitoring and continuous improvement. Joining The Check Cashing Store means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.
    $25k-40k yearly est. Auto-Apply 23d ago
  • Retail Banking Representative

    Ocean Bank

    Finance service representative job in Coral Gables, FL

    The Retail Banking Representative (Coral Gables Branch) is responsible for opening new accounts, personal and business; ensuring the proper documentation for new accounts has been gathered and properly documented, and cross sells banks products/services. Responsibilities Inputs data and documents KYC (Know Your Customer). Assists branch personnel and customers with any account related inquiry. Provides quality customer service on a personal basis to customers in person, e-mail and by phone. As well as providing customer service to the internal departments of the bank. Also, performs as a Teller when needed. Processes teller transactions at the teller line; performs all teller paying and receiving functions for commercial and personal accounts, including services such as deposits, Cashier's Checks, Money Orders, and Cash Advances, gathers CTR information for transactions that exceed the established threshold and balances the cash drawer. Qualifications High school diploma or equivalent with at least two (2) years of teller or related financial customer service experience in handling cash and one (1) year of banking experience required. New Accounts experience preferred. Must possess the ability to deal with customers in a pleasant and effective manner. Must be knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell. Must possess good verbal and written communication skills, interpersonal, and organizational skills. Must possess good computer knowledge in MS Software, (e.g. Excel, Word, and Outlook). Job Posting Locations In this role you can work onsite from Coral Gables, Florida, United States
    $34k-43k yearly est. Auto-Apply 3d ago
  • Customer Financial Services Representative

    Stribbons Packaging

    Finance service representative job in Fort Lauderdale, FL

    Job Brief: We are looking for a Credit & Collections Clerk who wants to excel in an environment of operational excellence. The Credit and Collections Clerk performs vital functions to the business as well as to the customers (both internal and external) by focusing on customer billing and collections. Responsibilities: Gathers records such as purchase orders, sales tickets, work order & charge slips in order to verify billing Confers with customer by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service or credit contract with customer Records information about financial status of customer and status of collection efforts Documents correspondence on the customer accounts within the billing system Assist customers with online payment services Work closely with brokered accounts to track payments and provide information requested by them to identify short pays Produce manual invoices for certain customers requiring additional details Learn and utilize all billing tools available Other duties as assigned Skills Required: Speaks clearly and persuasively in positive or negative situations; listens and gets clarifications; responds well to question Solid working knowledge of Microsoft Office Applications (i.e Word, Excel, Outlook) Good Communication skills
    $25k-40k yearly est. 60d+ ago

Learn more about finance service representative jobs

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

The average finance service representative in Coral Gables, FL earns between $21,000 and $50,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Coral Gables, FL

$32,000

What are the biggest employers of Finance Service Representatives in Coral Gables, FL?

The biggest employers of Finance Service Representatives in Coral Gables, FL are:
  1. Dade County Federal
  2. Dream Capital Financial
Job type you want
Full Time
Part Time
Internship
Temporary