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Finance service representative jobs in Deltona, FL

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  • On-Site Customer Service Rep- Full time with Benefits

    Foundever

    Finance service representative job in Deltona, FL

    Bilingual Spanish/ English Customer Service Representative Te gusta ayudar a los demás? Eres fluido en inglés y español? Join our dynamic team at Foundever in DeLand, FL, where every interaction is an opportunity to make a difference! We are seeking passionate individuals to join us on-site at our office located at 1398 S Woodland Blvd, DeLand, FL 32720. Please note that candidates must reside within commuting distance to our office. About Foundever Foundever is a global leader in the customer experience (CX) industry. With 150,000 associates across the globe, we're the team behind the best experiences for +800 of the world's leading and digital-first brands. Our innovative CX solutions, technology and expertise are designed to support operational needs for our clients and deliver a seamless experience to customers in the moments that matter. Job Overview As a Bilingual Spanish/ English Customer Service Representative at Foundever, you will play a vital role in supporting one of the largest insurance and banking providers in the U.S. You will assist customers with their entry-level banking and financial needs while contributing to a team-centric environment. We believe in investing in our people, which is reflected in our robust paid training program and numerous growth opportunities. Notably, 84% of our managers have been promoted from within. Why You Should Join Us Competitive Pay: Starting at $19/hour, with paid training at $15/hour. Work Schedule: Minimum 40 hours per week, with weekend availability as needed. Comprehensive Benefits: 401(k), medical, dental, vision, wellness programs, paid time off, and employee discounts. Growth Opportunities: Clear pathways for career advancement within the company. What We're Looking For Bilingual Proficiency: Must speak fluent English and Spanish Location: Must reside in DeLand, FL, or within commuting distance Age Requirement: Must be at least 18 years old Education: High school diploma or GED equivalent is required Experience: Preferred 6 months to 1 year of relevant work experience Availability: Must have flexible availability during operating hours Customer Service Skills: A professional attitude and strong aptitude for customer service are essential Key Skills Tech-Savvy: Proficient in navigating system tools to search for information and answers Customer Service Excellence: Demonstrated ability to deliver exceptional service consistently Reliability: Dependable and responsible, with a strong commitment to your role Critical Thinking: Capable of assessing situations and developing empathetic solutions Service Orientation: A personal drive to serve others with compassion and professionalism Organizational Skills: Strong organizational abilities to manage tasks effectively Self-Motivated Learner: Ability to independently learn and successfully pass the paid training provided by Foundever. Military Partners We proudly support military families through partnerships with Military One Source and other veteran organizations. We value the unique skills and experiences that veterans bring to our workforce. Equal Opportunity Employment (EEO) Foundever is committed to selecting, developing, and rewarding the best person for the job based on the requirements of the work to be performed and without regard to race, age, color, religion, sex, creed, national origin, ancestry, citizenship, disability/handicap, marital status, protected veteran status, uniform status, sexual orientation, pregnancy, genetic information, gender identity, and expression, or any other basis protected by federal, state or local law. The Company forbids discrimination of all kinds, whether directed at Associates, applicants, vendors, customers, or visitors. This policy applies to all terms and conditions of employment, including recruitment, hiring, promotion, compensation, benefits, training, discipline, and termination. Interested in Becoming Part of Our Team? Visit us at and connect with us on Facebook , LinkedIn , and Twitter .
    $19 hourly 4d ago
  • Sales Representative

    Maxim Crane Works, LP 3.5company rating

    Finance service representative job in Orlando, FL

    Maxim Crane Works is seeking a Sales Representative in Orlando, Florida! Working independently, the Sales Representative is the primary point of contact for existing and potential customers. Also responsible for establishing, growing and maintaining customer relationships at the local level by providing seamless and consistent service to the customer. This is primarily accomplished by making regular visits to existing customer job sites, and the offices of former and potential customers. Duties and Responsibilities Makes regular visits to the job sites of existing customers. Visits offices/job sites of former and potential customers making sure they understand Maxim's capabilities and products. Establishes, grows, and maintains customer relationships at the local level by providing seamless and consistent service to the customer. Conducts/coordinates office visits, site visits, and job planning meetings with Branch Manager and/or Regional Sales and Marketing Director Prepares bids and gives technical advice on crane types and lift solutions. Advises on availability of assets by timeframe and location. Advises on crane lifting plans (3D lift planning) Resolves disputes that pertain to customer related issues. Functions as the primary liaison between the customer and Maxim Crane Performs other duties as assigned or required. What are the perks? We are proud to offer day one eligibility for medical, dental and vision plans. We also offer paid vacation, paid holidays, paid sick time, paid parental leave, and 401(k) plans with company match made every pay period. Maxim has other great offerings including life insurance, AD&D, flex and health savings accounts, wellness programs, critical illness and accident plans, and short-term and long-term disability, plus employee discounts. Additionally, we provide opportunities to expand your skillset and knowledge base. Why Maxim? Our work impacts our local communities, helping transform where people live, work and play. You'll be a part of some of the biggest, most high-profile construction sites across the country and have the opportunity to support our coast-to-coast team across 60 branches in the United States. Minimum Requirements Education: BA/BS (Business, Marketing, Finance, or related field) or equivalent combination of education and experience. Experience: Minimum of 2+ years' prior crane sales experience is required Skills/Knowledge: Moderate level understanding of the regional market, clients, and competitors Moderate level knowledge of MS Office and CRM software Advanced level customer service skills Advanced level written and verbal communication skills. Advanced level analytical and problem-solving skills Advanced level organizational skills and attention to detail Other: Current Driver's License and Maxim approved driving record must be maintained Frequent local travel is required, occasional overnight travel may also be necessary Language Skills: Must be able to read and comprehend complex instructions, short correspondence and memos and the ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to other employees of the organization Physical Demands: The physical demands described herein 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 frequently required to walk, use hands to finger; handle or feel; and kneel; crouch; and talk; or hear; push and/or pull; reach; bend and/or stoop. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, peripheral vision and depth perception. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of an outside sales job. Moderate physical effort required; including sitting, standing, walking, using a keyboard, and a phone are regular actions performed in this role. Occasional exposure to the elements may occur while visiting Maxim Depots or customer job sites. Must be alert and aware while driving on company business. Maxim is an equal opportunity employer and does not discriminate against employees or applicants for employment based on their race, color, religion, creed, sex, national origin or ancestry, age, sexual orientation, disability, genetic information or veteran status, as those terms are defined under applicable laws, or any other characteristic protected by law.
    $41k-74k yearly est. 6d ago
  • Dental Sales Representative -Flex Time

    Promoveo Health 3.0company rating

    Finance service representative job in Kissimmee, FL

    Flex Time Dental Sales - Pharmaceutical Sales We are currently recruiting an experienced Dental or Pharmaceutical Sales person to fill a flex time (13 days/month) position. The ideal candidate will hold a Bachelor's degree from an accredited college or university in a Sales related field or be a licensed Dental Hygienist and have 2+ years of sales success in Dental or Pharmaceutical Sales. Our client has the #1 products in the dental market. They are a fortune 500 company that has great product for you to sample/sell and have wonderful marketing materials that we deploy via the iPad. Responsibilities of the Flex Time Dental Sales - Pharmaceutical Sales position Sell and detail products directly to dental professionals Dentists and Hygienists). Call on at least 8 dental offices each day and see the entire office. Deliver 12 or more face to face presentations/day to targeted dentists and hygienists. Conduct lunch and learn sessions with at least one office per day Conduct dental products presentations with a company iPad. Requirements of the Dental Sales - Pharmaceutical Sales position Job Requirements Bachelor's degree from an accredited college or university in Sales related field or Dental Hygiene 2+ years of sales success in Dental or Pharmaceutical Sales Ability to work on a flex time (13 days/month) basis Documented sales success Relationships with dentists in the local market. Compensation The starting annual salary for this position is $30,000.00 Annual performance bonus of $5000. Auto Allowance Company Paid Storage Area Company Paid Iphone and iPad Job Type: Part-time Seniority Level Entry level Industry Pharmaceuticals Employment Type Part-time Job Functions Business DevelopmentSales
    $30k yearly 4d ago
  • In-Home Sales Representative

    Patio Enclosures By Great Day Improvements 3.6company rating

    Finance service representative job in Orlando, FL

    Patio Enclosures by Great Day Improvements - Orlando $150K-$350K+ First-Year Earnings - 100% Commission (No Cap, Ever) We don't pay you to show up. We pay you to CLOSE. Patio Enclosures by Great Day Improvements has been America's trusted name in custom sunrooms, screen rooms, patio enclosures, and pool enclosures since 1966-over 250,000 installs and growing fast. We need 5-10 proven closers who want to own their income in 2026. What You'll Do (and Get Paid Big For): • Run 2-3 pre-set, pre-qualified appointments daily (we book them, you close them) • Sell high-ticket sunrooms, screen rooms, patio enclosures - average deal $12K-$35K • Earn 10-15% commission on every sale (top reps clearing $25K-$45K+/month) • No cold calling, no door knocking, no lead costs - ever What We Give You: • Company-generated leads (multi-million-dollar marketing machine) • Fully PAID training & ramp-up period • iPad, demo kits, proposal software, financing apps - all provided • Bi-weekly paychecks (direct deposit) • Full W-2 employee benefits package available • Management opportunities available for proven producers Who Thrives Here: • 1+ years in-home sales experience (sunrooms, windows, roofing, baths, remodeling, etc.) • Proven closer who has written $750K-$2M+ annually • Valid driver's license and reliable vehicle (no mileage reimbursement or company car) • You see 100% commission as freedom, not risk This is a full-time W-2 position built for wolves, not sheep. Average first-year rep earns $180K+. Top 10% clear $350K-$450K+. We move fast. Interviews this week. Start running appointments in ~30 days after paid training. Apply NOW - send resume + (optional) last 12 months production to: ************************************* Spots fill in days, not weeks. Patio Enclosures by Great Day Improvements America's #1 Name in Outdoor Living Since 1966 Equal Opportunity Employer | Background & DMV check required
    $45k-72k yearly est. 3d ago
  • Seasonal On Site Customer Service Representative

    Alorica 4.1company rating

    Finance service representative job in Lake Mary, FL

    Seasonal Customer Service Representative Terms: Full-time Pay: $18/hr Join Team Alorica At Alorica, we're redefining what it means to be a global leader in customer service and experience one interaction at a time. With Alorica-at-home and locations in 18 countries around the world, we offer endless career opportunities from customer service, training, and tech support, to management, recruiting, and more. And we're proud to say over 70% of our leaders are promoted from within! But that's not all…we also provide a full range of benefits to help our employees achieve financial, emotional, mental, and physical well-being including supporting their own communities through Making Lives Better with Alorica (MLBA). MLBA is our award-winning, in-house non-profit charity that's focused on empowering people through mission-focused work. Job Summary As part of Team Alorica, you'll help our clients by addressing their customers' concerns, providing support, and resolving issues. Responsibilities Assist customers with issues and concerns they are experiencing during the use of the product and/or service Document call-related information for auditing and reporting purposes Maintain and update customer information as necessary Upsell current customers on new or enhanced services Qualifications High school diploma or GED Customer service experience is a plus Strong computer navigational skills Familiarity with Microsoft Office applications (Word, Excel) Excellent oral and written communication skills Exceptional listening/comprehension skills Professional and courteous Customer oriented Work Environment Regular work performed in a climate-controlled, call-center environment Ongoing usage of phone and computer systems Physical Demands Constant sedentary work Next Steps Place an application Complete your online assessment Our team will review your application If selected to move forward, our team will follow up directly #Hiring #LakeMaryFL #CustomerServiceJobs 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. Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities. KEY JOB RESPONSIBILITIES 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
    $18 hourly Auto-Apply 8d ago
  • Energy Trader

    The Walt Disney Company 4.6company rating

    Finance service representative job in Lake Buena Vista, FL

    **"We create happiness." That's our motto at Walt Disney Parks and Resorts. And it permeates everything we do. At Disney, you'll help encourage that magic by enabling our teams to push the limits and build the never-before-seen! Are you ready to join this team and make an impact?"** The Energy Trader will be a Walt Disney World Cast Member employed by the Reedy Creek Energy Services (RCES) organization which focuses on long-term Electric and Natural Gas plans for the Central Florida Tourism Oversight District (CFTOD). This position is responsible for short-term load forecasting, analyzing generation resources, managing power purchase agreements, and scheduling market energy in a manner that is reliable and least costly for CFTOD while complying with operating procedures and risk management policies. Additional responsibilities include providing analytical support for both short-term and long-term energy planning and as needed support for natural gas scheduling. This position is an on-site opportunity based in Orlando, FL reporting to Manager of Energy Planning. This position will require being available for on-call coverage of overnight hours as well as split weekend schedule. **You Will** + Purchase electricity on an hourly and daily basis with favorable pricing and terms while ensuring compliance with operating procedures and risk management guidelines. + Schedule purchased power including reservation of transmission and transaction tagging. + Ensure accurate recording and reporting of transmission reservations, energy purchases, sales volumes, and pricing for invoicing + Reconcile the monthly purchase and sales invoices with external clients and prepare monthly summaries. + Monitor electric system loads and available resources to determine short-term needs. + Continually monitor the energy and transmission market for current and potential conditions. + In-depth knowledge of power purchase agreements terms and conditions, operating procedures and risk management policies. + Develop and maintain strong working relationships internally and with contacts across various wholesale marketing and trading organizations across the Southeast. + Provide analytical support for short-term and long-term resource planning and procurement. + Provide support for regional reporting. + Provide support on an as-needed basis for natural gas scheduling. + Provide updates and feedback to management on current and potential energy market conditions and other issues that may affect CFTOD. **You Will Have** + Knowledge of utility energy planning and operations + Understanding the fundamentals of wholesale bulk power markets + Proficiency with the OATI transmission and tagging scheduling platform + Initiate/maintain business relationships with existing and potential business partners to stay abreast of current market conditions, ascertain opportunities, potential impact and expand market opportunities. + Proficient with Microsoft Excel. **Preferred Qualifications** + 5+ years of wholesale electric market experience. + Experience with Southeastern power markets. **Education** + Bachelor's degree in business administration, Economics, Marketing or Finance or related experience is required. Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities, and special extras that only Disney can provide. Learn more about our benefits and perks at *************************************** . \#LI-ML3, #DXFOS **Job ID:** 10135946 **Location:** Lake Buena Vista,Florida **Job Posting Company:** Walt Disney World Resort The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email Candidate.Accommodations@Disney.com with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.
    $108k-182k yearly est. 20d ago
  • Bilingual Healthcare Customer Service Representative - ORL

    Credit Solutions 3.7company rating

    Finance service representative job in Orlando, FL

    Credit Solutions of Lexington, KY is seeking to hire a full-time Bilingual/Spanish speaking Customer Service Representative to assist patients in resolving their medical balances so they can focus on the healing process. If you have experience in healthcare billing and finance and want a career where you can actually make a difference, apply today! Customer Service Representatives enjoy a competitive wage plus benefits! Our benefits include paid time off, holiday pay, company-paid life insurance, a 401k plan, health benefits, vision, and dental benefits. Additionally, we offer flexible schedules, multiple opportunities to participate in and support charitable organizations, and monthly employee activities and recognition. ABOUT CREDIT SOLUTIONS Founded in 2003, Credit Solutions provides tailored Extended Business Office (EBO) Solutions as well as a full range of Bad Debt Recovery and Account Resolution service throughout the United States. With a pledge of excellence, we strive to allocate the best resources, giving our talented staff of professionals the best tools in order to achieve the best results for our clientele. What employees say about Credit Solutions: "What I've enjoyed most in working at Credit Solutions, aside from the wonderful team I work with, is I am learning to help someone else change or reevaluate their mindset to overcome their own personal and financial obstacles that otherwise may have remained in their way." - Alicia R. At Credit Solutions, we believe that our employees are our most valuable asset. In fact, we attribute our success as a company on our ability to recruit, hire, and maintain a positive and productive workforce. A happy employee is a productive employee and our benefits reflect how much we care. Additionally, we provide numerous employee appreciation activities and a referral bonus program. Join our dynamic team and find out why our employees voted us the "Best Call Centers to Work For in 2018-2024"! A DAY IN THE LIFE AS A HEALTHCARE CUSTOMER SERVICE REPRESENTATIVE As a Healthcare Customer Service Representative, you are the cornerstone of our organization and the first point of contact for our patients. This is why we give our Customer Service Representatives the training needed to help patients navigate the billing process and resolve their outstanding balances. Over the phone, you actively listen to patients and assist them in resolving their medical balances by negotiating and collecting payments. Your empathetic nature and ability to quickly resolve problems while remaining positive is essential to your success. And, when challenging situations arise, you continue to offer excellent customer service as you resolve their billing issues. The knowledge that you've helped someone in their time of need is truly rewarding and the best part of your job. QUALIFICATIONS High school diploma or equivalent Previous customer service experience Experience in healthcare billing and finance Understanding of HIPAA Ability to learn new software quickly Do you have a desire to help others and make a difference in the community? Are you a team player? Do you have professional communication skills? Can you provide great customer service over the phone? Are you an empathetic active listener? Do you have a positive can-do attitude? If so, you may be perfect for this position! WORK SCHEDULE Our Healthcare Customer Service Representatives enjoy flexibility through three schedule options: M-F 8:00 am - 5:00 pm, 8:30 am - 5:30 pm, and 9:00 am - 6:00 pm. ARE YOU READY TO JOIN OUR TEAM? If you have experience in customer service and healthcare billing and finance and feel that you would be right for this position, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
    $21k-28k yearly est. 60d+ ago
  • Part Time Associate Banker Space Coast Central (30 Hours)

    JPMC

    Finance service representative job in Rockledge, 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.
    $73k-145k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative

    Jacuzzi Group 4.3company rating

    Finance service representative job in Lake Mary, FL

    At Jacuzzi Group, we're not just about creating luxury home products; we're about enhancing the lives of our customers through unparalleled service and support. As a Customer Service Representative, you'll be the heartbeat of our organization, connecting directly with customers (our Spa Dealer network) to ensure they have the best experience possible with our products. Your contributions will help us maintain our reputation as the premier manufacturer of home wellness solutions. Responsibilities of a Customer Service Representative: Business to Business Customer Service - responding to the needs of our dealer network in a timely manner. Professionally handles high volume of incoming requests, via phone and email, from customers (dealers) and ensure that any issues are resolved both promptly and thoroughly. Building strong relationships with our Dealer Network to maintain business and acquire new customers. Provide technical assistance in the form of troubleshooting the product via phone and email to resolve any issues the Customer (Dealer) is experiencing. Technical training is provided. Process and verify the accuracy of customer orders by utilizing our internal CRM systems and customer purchase orders. Thoroughly and efficiently gather customer information, access and fulfill customer needs, and educate the customer where applicable. Continuously evaluate and identify opportunities to drive process improvements that positively impacts the customer's experience. Initiate required action for response to customer care requests for order changes, including the maintenance of orders. Collaborating with various internal departments to ensure that they fulfill all customer requests. Resolving complaints and keeping track of all processes that pertain to the customers desires. Contribute to the development and maintenance of standards, policies, and procedures regarding customer service. Provides back-up support to other group members in the performance of job duties as required. Other duties as assigned. Monday- Friday, 8:30am - 5:00pm EST On Site in Lake Mary, FL Compensation is $18.00/hr Requirements What We're Looking For: A genuine passion for customer service with 1-3 years of experience. Bilingual- Spanish & English preferred. Proficiency in handling multiple software applications simultaneously. Natural communication skills to connect with people at all levels - from customers to colleagues. A reliable team player who thrives in a dynamic environment and adapts to changes with ease. Detail-oriented with a flair for following up and ensuring problems are resolved. In-Office only. Benefits Health, Dental, and Vision plans 401k program with matching Paid vacation and holidays Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Wellness Resources
    $18 hourly Auto-Apply 27d ago
  • Relationship Banker

    Intracoastal Bank 3.8company rating

    Finance service representative job in Daytona Beach, FL

    Full-time Description At Intracoastal Bank, we value professionals who know what it means to deliver exceptional service and build lasting relationships. If you've built a solid foundation in retail through years of dependable customer service, problem-solving, and teamwork, we want to help you take the next step. Your steady retail background can translate into success in a career where trust, consistency, and client care make all the difference. Intracoastal Bank is seeking a Relationship Banker to join our dynamic banking team. Over the years, we at Intracoastal Bank have established ourselves as a market leader in community banking. You will be inspired by the stability and integrity of our community bank and proud of the relationships you build that help our clients succeed. Why Intracoastal Bank? Local business and established market leader in community banking. Innovative and entrepreneurial approach to business. Diverse team of top performers. Passionate about providing exceptional service and banking solutions to our communities to help them thrive. Involved in our community. Employees are empowered to impact change. A company that invests in you! Exceptional Benefits Package! Employee Stock Ownership Program (ESOP) : Reap the rewards of company growth through this prestigious profit-sharing program. 401k Retirement Plan : Grow your future with our 401(k) and matching contributions. Professional Development : Receive tuition assistance for your professional development. Paid Time Off : 11 paid holidays, paid birthday/flex day, and minimum of 15 PTO days per year. Health Insurance : Fully paid employee-only health insurance with options to choose from. Other Insurance and Benefits : Group insurance benefits such as dental, vision, life, disability, pet insurance, legal aid, auto/home insurance, identity theft protection, other supplemental benefits, and an Employee Assistance Program (EAP). And there's more! You get a free checking and savings account and a free safety deposit box. As a Relationship Banker, you'll do more than process transactions - you'll build meaningful connections. You'll deliver personalized, courteous service while helping customers navigate their financial journey. You'll spot opportunities to connect them with the right specialists and make sure every interaction ends with confidence and satisfaction. How You'll Contribute to Our High Impact Team (aka Your Essential Duties and Responsibilities) Show up on time and ready to help our customers. Handle everyday banking tasks like deposits, withdrawals, and loan payments. Spot opportunities to connect customers with the right bank specialists or services. Use your knowledge of our products and processes to solve customer questions quickly and confidently. Share what you know about Intracoastal Bank's services - including online and mobile options - to make banking easier for our customers. Make smart, careful decisions that support our culture of safety and sound risk management. Help keep branch operations running smoothly and securely. Use our Lobby Management tools to provide great service and manage customer flow. Join in on daily team huddles to share updates and stay connected. Follow company policies and procedures to ensure great service and compliance. When a customer issue needs extra attention, pass it along to the right person so it gets handled quickly. Intracoastal Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. s assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed s are an integral part of any effective compensation system. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. Requirements What You'll Need to Help Us Do Great Things Together Required Experience:· Highschool diploma or equivalent (e.g. GED). At least 12 months in financial services, sales, retail, or service industry with a proven track record. Experience being evaluated or surveyed by customers is preferred. Skills and Abilities: Cross-sell products and services. Demonstrate a high level of courtesy and efficiency with customers, exceeding expectations with servicing skills. Keen awareness of the environment, the situation, and the customer. Excellent communication skills. Learn and demonstrate a strong understanding of industry trends and how they impact customers. Attributes: Gets people and is good with people. Sensitive to and respectful of others' feelings. Emotionally aware and tuned into others. Able to handle own emotions and remain calm in situations. Exertion and Physical Requirements: Use of Hands and Fingers: For tasks like typing, writing, using a computer. Speaking/Communication: Clearly, often sharing detailed or complex information with others. Vision and Hearing: Normal for reviewing documents, using equipment, and taking part in conversations. Physical Strength: Most of the work is done while sitting, with some standing and walking. Occasionally, you may need to lift or move items weighting up to about 20 pounds. Salary Description Minimum $22 per hour
    $22 hourly 19d ago
  • Private Client Banker - Oviedo - Oviedo, FL

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Oviedo, FL

    JobID: 210694357 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $59k-122k yearly est. Auto-Apply 2d ago
  • Automotive Finance Representative

    Automotive Services Network 3.4company rating

    Finance service representative job in Winter Park, FL

    Automotive Finance Representative - Holler Classic Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 12 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales. Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Automotive Finance Representative Essential Duties and Responsibilities include the following: Arrange bank financing Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs Provide customers with thorough explanation of contract, aftermarket products and extended warranties Establish and maintain strong working relationships with several financial sources, including the manufacturer Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner Provides customer with complete explanation of manufacturer and dealership services procedures and policies Minimum Qualifications: College degree is preferred Active Florida notary or ability to obtain Strong background in retail sales or hospitality, automotive finance experience a plus Experience offering various financial products preferred Strong CSI scores Strong history of selling AMO (After Market Options) Reliable Transportation Valid driver s license with acceptable driving record Acceptable background and drug screening Supervisory Responsibilities: None Job Type: Full-Time Benefits: 401(k) & 401(k) Matching Employee Assistance Program Health Insurance Dental Insurance Vison Insurance Life Insurance Flexible Spending Account Paid Time Off After 6 months Referral Program Associate Discount Program Schedule: Ability to work a flexible schedule Pay: Pay will be discussed during the interview Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process. ********************************************************************************************
    $40k-68k yearly est. 28d ago
  • Customer Service Representative

    BAC 3.5company rating

    Finance service representative job in Rockledge, FL

    Job Description MISSION: The mission of BAC is to provide persons with disabilities innovative services and opportunities to achieve personal success. Answer incoming calls from Department of Defense (DoD) and military veteran customers, troubleshoot, and resolve Tricare health insurance beneficiary support, web service, and communications issues. Candidates must be able to obtain and maintain a DoD SECRET security clearance. BAC will sponsor selected candidates to obtain this clearance. EXAMPLES OF ESSENTIAL FUNCTIONS: The list of essential functions below is intended to be representative of the tasks performed within this job. Other duties may be assigned based on business needs. Responds to customer inquiries utilizing knowledge learned and available systems, applying independent judgment, and making independent decisions concerning established processes. Apply strict guidelines for safeguarding the confidentiality of sensitive information to be processed. Follow appropriate actions to be taken in line with the policies and procedures surrounding confidential information. Clearly and concisely document customer case notes in ServiceNow IT Service Management (ITSM) ticketing system. Requires the performance of decision-making activities due to occasional unpredictable and random customer inquiries requiring choices between a variety of procedures. Must be able to actively listen, ask probing questions, and communicate in clear and understandable terms. Must be able to determine the customer's desired product or service and provide thorough direction and appropriate information even when that desired product or service has not been specifically communicated by the customer's inquiry. Determines requirements by working with customers. Answers inquiries by clarifying desired information; researching, locating, and providing information. Research and process Military Service Member inquiries and complaints received made via telephone or Fax Server. Resolves problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems. Operates a PC and multiple mainframe databases to research information for interpretation and explanation to the Military Service Member or family. Must be able to research, identify and explain problems and resolutions in a minimum amount of time. Other tasks are performed as required. SUPERVISORY RESPONSIBILITIES: None MINIMUM QUALIFICATIONS: High School Diploma One year of customer service A combination of education, certification training, and/or experience may suffice for the above requirements Ability to obtain and maintain a DoD Secret Clearance (BAC will cover costs, but job retention is contingent upon obtaining clearance). The following documents may be required to start the clearance: Social security card, birth certificate, proof of citizenship Must satisfy Florida Department of Children and Families (DCF) Level 2 background screening requirements. Able to obtain a RAPIDS Certification (Certification occurs as part of the onboard training). Basic IT experience or knowledge PREFERRED QUALIFICATIONS: Advanced knowledge of Microsoft Office Suite and/or Google Suite Prior military experience Current or previously held DOD Secret clearance Any DoD Approved 8570 / 8140 baseline certifications (CompTIA, ITIL, ISC2, GIAC, etc.) In addition to meeting the minimum qualifications listed above, an individual must be able to perform each of the established essential functions in order to perform this job successfully. KNOWLEDGE, SKILLS, AND ABILITIES: Safeguarding data and beneficiary information. Ability to handle confidential employment information with tact and discretion. Ability to communicate effectively orally and in writing in English. Knowledge of principles and procedures for employee support services. Knowledge of the Health Insurance Portability and Accountability Act (HIPAA) Ability to operate a computer using Microsoft Office Suite and applicable department/organization-specific software. Must be skilled in the following: Time Management, Critical Thinking, Customer Service, Data Entry Skills, Listening, Phone Skills, Verbal Communication, Building Relationships, People Skills, Interpersonal Savvy, Problem Solving, Multi-tasking. Ability to correctly interpret and efficiently implement all applicable policies and procedures. Ability to manage multiple priorities to ensure that deadlines are met. Ability to establish and maintain effective and collaborative working relationships with those contacted in the course of work. Ability to regularly attend work and arrive punctually for designated work schedule. TRAVEL: None. WORK AUTHORIZATION/SECURITY CLEARANCE: Must be authorized to obtain and maintain authorized access to work on government installations and IT Systems. PHYSICAL REQUIREMENTS: Tasks involve sitting for extended periods of time. Above requirement can be performed with or without reasonable accommodations. ENVIRONMENTAL REQUIREMENTS: Tasks are regularly performed inside without exposure to adverse environmental conditions (example: dirt, heat, cold, rain, fumes). SENSORY REQUIREMENTS: Some tasks require manual dexterity, in addition to visual and hearing acuity. Availability: Full Time 8-10 week training period: M-F 9 am - 5:30 pm Typical shift time (post-training): M-F, shift times between 8 am - 8 pm Salary: $17.75/hr. Benefits: Free medical, dental and vision insurance for employees, and a buy-up option is available. Medical opt-out plan is available for qualified employees. Paid holidays and sick time. Paid vacation is available after one year of employment based on the number of hours worked Full time employees are eligible to participate in the 401k plan on the first of the month following their date of hire. Additional Supplemental benefits are available including Accident, Critical Illness, Short Term Disability and Hospital. Employee Assistance Program. Accepting applications until positions filled… Applications may be completed through our website: ********************** *A completed application is required*: BAC Providing innovative services for individuals with disabilities to achieve personal success! Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. We are a Drug-Free Workplace. See *************************** “About Us” page for history of this program.
    $17.8 hourly 9d ago
  • Public Finance - Mid-Level Associate

    Greenberg Traurig 4.9company rating

    Finance service representative job in Orlando, FL

    Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a mid-level Associate in the Public Finance Practice of our Orlando office. We offer competitive compensation and an excellent benefits package. GT is consistently among the top firms on the Am Law Global 100; the Associate will have the opportunity to work with clients, large and small, from variety of industries across the country. Job Requirements The Public Finance Group is looking for candidates with three to five years of experience. Ideal candidates should have experience in municipal finance, tax and securities law and have worked with governments as well as underwriters and banks on municipal finance transactions or equivalent experience. Candidates should possess excellent academic credentials, strong oral and written communication skills, meaningful professional experience, and the ability and desire to assume significant responsibility in a fast-paced environment. To apply, submit your resume, cover letter, law school transcript (unofficial transcript is acceptable), and a writing sample. GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual's race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.
    $91k-127k yearly est. Auto-Apply 60d+ ago
  • Customer Service Rep

    Us Tech Solutions 4.4company rating

    Finance service representative job in Maitland, FL

    The purpose of the Customer Service Representative (CSR) is to meet or exceed the customer's expectations by assessing our customer's needs, assigning priorities, and triaging the information to the appropriate resources. (Customers may include patients, medical professionals, and family members.) The CSR will be able to function in a multidisciplinary team to provide information about the services that are offered by Patient Services. - Act as first point of contact with patients by carefully evaluating the purpose of the call, carefully assessing their purpose, prioritizing their handling, and triaging the calls if indicated. Maintain information regarding Patient Services initiatives and explain them to our customers when appropriate. - Enroll new customers to Patient Services. - Record activities in the patient database and follow up to secure services (such as product training, mailing of promotional materials, etc.) for our customers by contacting physician's offices, pharmacies, and other external entities to ensure patient's needs are being met. - Complete various special projects as required **Requirements:** - Previous work experience in Specialty Pharmacy or Customer Service - Professional level skills in computer use, including but not limited to Microsoft Office, email, web-based applications and key boarding skills - Experience working with people in situations that are high-pressure and time-sensitive (either telephone or face-to-face), and that involve solving problems, making decisions, using excellent judgment and "customer service" skills. This can be obtained through a combination of work experience and post high school education, and need not be obtained in a traditional "customer service" setting - Strong ability to multi-task and strong time management skills - Ability to function in a high-volume, fast-paced environment - Dependable and strong work ethic - Ability to accept and implement feedback and coaching **Specific type of experience preferred:** - Experience working with databases (CRM preferable) or a tracking system; Salesforce CRM experience - Experience working in a health care/pharmaceutical industry environment - Understanding of challenges associated with patients' medical condition Important Skills: Accustomed to working in high call volume environment. About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions 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, or status as a protected veteran.
    $24k-31k yearly est. 42d ago
  • Animal Services Officer

    Seminole County, Fl 4.3company rating

    Finance service representative job in Sanford, FL

    Enforces County Ordinances relating to animals. Investigates allegations of animal nuisance, animal bites, and animal cruelty. Handles, captures, and impounds all types of animals (domestic, wild, livestock, venomous and non-venomous reptiles, sick/injured, aggressive, and deceased). Performs dispatch duties on a rotating basis. Performs euthanasia on sick/injured wildlife as needed. Performs on-call duty for after-hours priority calls and natural disaster. Assists Law Enforcement, Fire/Rescue, and other agencies with animal issues such as house fires, drug raids, animal owner death/crime scenes, traffic accidents, livestock loose on roadways, etc. Prepares written reports, issues citations, and attends court on behalf of the County and state attorney. Salary will be determined depending on qualifications of candidates who exceed the minimum requirements as outlined within the job description. Additional compensation based on licensure. Note: These are intended only as illustrations of the various types of work performed. The omission of specific duties does not exclude them from the position. Works an assigned area of the County and engages in the capture and impoundment of animals. Performs on-call duty for emergency calls after hours. Picks up carcasses of animals and disposes of them in the prescribed manner. Serves as telephone operator and radio dispatcher for the purpose of transmitting, receiving and relaying information and instructions to field personnel. Investigates animal bites and enforces animal quarantine laws. Investigates animal nuisance complaints and impounds such animals, which have been abandoned or are in violation of the Animal Control Ordinance. Issues warning citations and Notice to Appear citations to owners of animals in violation of the laws, rules, and regulations established by the State of Florida and/or Seminole County. Additional Duties: Must be available to work holidays, weekends, and during emergency response operations. Required to be on call and available to respond after hours, as necessary, when responsible for pager duty. Acts as a witness or plaintiff on behalf of the County, as necessary. Prepares various written reports, as required. In the event of an emergency, all employees are considered essential personnel and may be required to perform alternate duties. Completion of high school/GED and 1 year of experience, or equivalent combination of education and experience. Must successfully complete the Florida Animal Control Officer Certification Course within one (1) year of employment. Must successfully complete the 16-Hour Euthanasia Certification Course within six (6) months of employment. A comparable amount of education, training, or experience may be substituted for the minimum qualifications. Knowledge of laws and regulations regarding animal control. Knowledge of techniques utilized in the safe capture of all animal species. Knowledge of the geographical road system of Seminole County. Ability to establish and maintain good relations with the general public. Ability to communicate effectively, both orally and in writing. Skilled in handling all species of animals that may be vicious or dangerous without injury to self, others, or animals. Must possess and maintain a valid Florida Driver's License. Must be inoculated against rabies prior to completion of probationary period. Must successfully complete the Florida Animal Control Officer Certification Course within one (1) year of employment. All employees must attend Seminole County Required Trainings. Department Specific trainings per position may be required.
    $43k-56k yearly est. 6d ago
  • Automotive Finance Representative

    Driver's Mart

    Finance service representative job in Winter Park, FL

    Automotive Finance Representative - Holler Classic Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 12 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales. Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Automotive Finance Representative Essential Duties and Responsibilities include the following: * Arrange bank financing * Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs * Provide customers with thorough explanation of contract, aftermarket products and extended warranties * Establish and maintain strong working relationships with several financial sources, including the manufacturer * Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations * Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner * Provides customer with complete explanation of manufacturer and dealership services procedures and policies Minimum Qualifications: * College degree is preferred * Active Florida notary or ability to obtain * Strong background in retail sales or hospitality, automotive finance experience a plus * Experience offering various financial products preferred * Strong CSI scores * Strong history of selling AMO (After Market Options) * Reliable Transportation * Valid drivers license with acceptable driving record * Acceptable background and drug screening Supervisory Responsibilities: * None Job Type: * Full-Time Benefits: * 401(k) & 401(k) Matching * Employee Assistance Program * Health Insurance * Dental Insurance * Vison Insurance * Life Insurance * Flexible Spending Account * Paid Time Off After 6 months * Referral Program * Associate Discount Program Schedule: * Ability to work a flexible schedule Pay: * Pay will be discussed during the interview Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process.
    $28k-52k yearly est. 28d ago
  • Automotive Finance Representative

    Holler Hyundai/Genesis North Orlando

    Finance service representative job in Winter Park, FL

    Automotive Finance Representative - Holler Hyundai Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 10 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales. Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Automotive Finance Representative Essential Duties and Responsibilities include the following: Arrange bank financing Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs Provide customers with thorough explanation of contract, aftermarket products and extended warranties Establish and maintain strong working relationships with several financial sources, including the manufacturer Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner Provides customer with complete explanation of manufacturer and dealership services procedures and policies Minimum Qualifications: College degree is preferred Active Florida notary or ability to obtain Strong background in retail sales or hospitality, automotive finance experience a plus Experience offering various financial products preferred Strong CSI scores Strong history of selling AMO (After Market Options) Reliable Transportation Valid driver s license with acceptable driving record Acceptable background and drug screening Supervisory Responsibilities: None Job Type: Full-Time Benefits: 401(k) & 401(k) Matching Employee Assistance Program Health Insurance Dental Insurance Vison Insurance Life Insurance Flexible Spending Account Paid Time Off After 6 months Referral Program Associate Discount Program Schedule: Ability to work a flexible schedule Pay: Pay will be discussed during the interview Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process. ********************************************************************************************
    $28k-52k yearly est. 60d ago
  • Banking Associate- Part Time 20 hours

    TDI 4.1company rating

    Finance service representative job in Orlando, FL

    Hours: 20 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. Depth & Scope: Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization Education & Experience: High school diploma or GED 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred Demonstrated Customer Service skills preferred Ability to work during operating hours to include evenings, weekends and holidays as scheduled Teller experience preferred Required to complete Teller training and part 1 of platform training upon hire Strong organization skills to handle multiple tasks in a fast-paced environment Excellent communication skills with ability to be concise, clear and consistent Demonstrated effective problem-solving skills Demonstrated ability to schedule and prioritize work Demonstrated ability to work independently and within deadlines Sound judgment in decision making and problem solving Proficient in Microsoft Office Notary License preferred Customer Accountabilities: Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert Understands and supports the Bank's customer service strategy Considers the impact of decisions on the well-being of TD, its customers and stakeholders Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers Ensures tasks are performed within established policy and procedures Successfully completes all required job specific, compliance-related training Understands, utilizes and follows compliance/risk and control programs Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans Is knowledgeable of and complies with TD Code of Conduct Shareholder Accountabilities: Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer Accurately processes cash/deposit/withdrawal transactions and other account servicing requests Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR Follows policy and procedure for Customer Authentication Acts as Dual Control agent when required Follows all required open/close procedures Employee/Team Accountabilities: Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team Be an active participant in personal performance and development activities Acts as a brand champion both internally and externally Collaborates with team members in contributing to the success of the team and organization Partners as a team player Actively seeks opportunities to improve delivery of work with high attention to quality standards Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills Positively embraces change Adheres and participates in TD's Shared Commitments Models quality service at every Customer interaction Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience May train and act as a mentor to newer colleagues Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Frequent Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Frequent Standing - Frequent Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $22-27.8 hourly Auto-Apply 1d ago
  • Financial Services Representative - State Farm Agent Team Member

    Kim Varnadore-State Farm Agent

    Finance service representative job in Mount Dora, FL

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Financial Services Representative Insurance & Investment Sales Kim Varnadore State Farm Agency Drive Growth. Close Business. Build Financial Futures. Are you a results-driven financial professional with a strong sales foundation and a passion for helping clients build long-term security? The Kim Varnadore State Farm Agency is seeking a high-performing Financial Services Representative who can combine financial expertise with a performance-driven sales mindset. This is a fully licensed position (Life & Health required; FINRA Series 7 and 63 preferred). If youre not yet fully licensed, you must be willing to obtain the necessary credentialswith full agency support. Role Description As a Financial Services Representative, youll guide clients through critical financial decisions, offering tailored insurance and investment strategies that protect assets, build wealth, and strengthen long-term financial stability. Your ability to close business, drive new production, and deliver consultative guidance will directly shape your earning potential and the financial success of the clients you serve. Key Responsibilities Generate New Business Actively market, present, and sell life, health, and financial service products. Identify opportunities through warm leads, referrals, networking, and outbound outreach. Consult & Advise Provide personalized financial guidance including retirement strategies, asset allocation, and portfolio-aligned insurance products. Build & Grow Relationships Cultivate a strong book of business through trust, consistency, and results-driven service. Maintain Compliance Stay current on product offerings, financial regulations, and industry best practices. Qualifications A sales-dominant mindset with a proven track record in financial product sales or life/health insurance sales. 3+ years of financial services, investment advising, or related experience preferred. Strong communication, analytical, and consultative selling skills. Life & Health license required; FINRA Series 7 and 63 strongly preferred. Motivated by performance goals, client impact, and uncapped earning potential. Why Join Kim Varnadore State Farm? High earning potential with competitive base pay + commission + performance bonuses. Full licensing support for qualified candidates. Growth opportunities within a top-performing, client-focused agency. Access to a wide suite of insurance and financial products. A meaningful career where you help clients build and protect their financial futures. Ready to Take the Next Step? If youre a driven financial professional seeking a high-earning, high-impact role with room to grow, wed love to meet you. Apply today and build your future with Kim Varnadore State Farm.
    $25k-39k yearly est. 14d ago

Learn more about finance service representative jobs

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

The average finance service representative in Deltona, FL earns between $21,000 and $47,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Deltona, FL

$31,000
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