Finance service representative jobs in Dunwoody, GA - 2,828 jobs
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Senior MD, Investment Banking & M&A Growth
Portage Point Partners
Finance service representative job in Atlanta, GA
A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and manage client relationships. The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment. The position offers a competitive compensation package of $1.2M to $3M annually.
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$110k-210k yearly est. 2d ago
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Citi Private Bank - UHNW Private Banker - Director / MD
Citigroup Inc. 4.6
Finance service representative job in Atlanta, GA
Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
Job Requirements New Client and Business Development
Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects
Profile, qualify, and convert prospects into CPB clients.
Identify and execute on new business opportunities with existing clients
Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood
Relationship Management
Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters
Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients
Manage client expectations regarding what can and cannot be executed on their behalf
Ensure financial strategies are kept current and appropriately aligned with client objectives
Understand and communicate the risk involved with financial and investment strategies
Ensure all client inquiries and problems are handled effectively and resolved
Help team members to acquire experience and establish credibility with clients
Compliance Oversight and Controls
Comply with all regulatory policies and control procedures regarding client transactions and suitability
Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
Oversee and ensure clients are on‑boarded appropriately including all required documentation is complete and accurate
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Skills and Knowledge
Client facing experience, preferably in the financialservices industry. Strong knowledge of investments, banking and credit products
Strong knowledge of financial industry and current market conditions
Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
Ability to understand, utilise and learn computer and web based applications
Qualifications and Education
15+ years of experience
Licensing: Series 7 & 66 (or 63 & 65) & 31
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Job Family Group
Private Client Coverage
Job Family
Private Banker
Time Type
Full time
Primary Location
Atlanta Georgia United States
Primary Location Full Time Salary Range
$200,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
Jul 15, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$121k-196k yearly est. 1d ago
Architectural & Design Sales Representative
Tile Club
Finance service representative job in Atlanta, GA
Architectural & Design Sales Representative - Atlanta, GA(Remote)
Job Type: Full-time
Compensation: $70K-130K (Base + Commission + Performance Bonuses)
Tile Club is one of the fastest-growing online tile companies in the U.S., and we're looking for an experienced, driven, well-connected, and design-savvy A&D Sales professional to join our expanding team in Atlanta.
Tile Club, headquartered in California, is a leading nationwide e-commerce supplier of premium tile, natural stone, and glass products. Our curated collection showcases unique, globally sourced materials known for their beauty, craftsmanship, and design versatility. We are celebrated for our unique designs, innovation, outstanding quality, and commitment to delivering an exceptional customer experience.
As a fast-growing online retail brand, Tile Club combines cutting-edge web tools with personalized support tailored to the needs of the architecture and design community. We proudly serve clients in all 50 U.S. states and overseas, bringing world-class tile solutions to projects of every scale.
This is your opportunity to join a high-energy, design-forward team with room to grow.
What You'll Do
As our Architectural & Design Sales Representative, you'll be responsible for building and nurturing relationships with key influencers in the A&D community-interior designers, architects, specifiers, builders, and developers-to drive project specifications and product adoption throughout the region.
Key Responsibilities:
Develop strong, trust-based relationships with architects, designers, builders, contractors, and developers.
Generate sales growth through strategic outreach, in-person meetings, and virtual presentations.
Influence early-stage project specifications with Tile Club's unique product offerings.
Provide expert consultation on tile, stone, and surface products to meet project requirements.
Maintain and grow relationships with an existing book of business while actively pursuing new accounts.
Conduct in-office presentations and CEU events for A&D firms.
Manage and maintain product sample libraries at design and architecture firms.
Monitor competitive activity and market trends to support strategic selling.
Provide daily reports, maintain project files, and participate in weekly team meetings.
Travel locally to meet with clients 4-5 days/week; Fridays typically reserved for planning/admin.
What We're Looking For
Qualifications:
5+ years of sales experience in the A&D or Hospitality community, ideally within the tile, stone, or flooring industry.
Established network of architects and designers within the Atlanta market.
Strong technical understanding of hard surface materials and their applications.
Comfortable leading presentations, product knowledge sessions, and trade shows.
Active industry memberships (IIDA, ASID, AIA, CSI) are a plus.
Skills & Competencies:
Energetic self-starter with a passion for design and architecture.
Strong communication, presentation, and relationship-building skills.
Ability to self-source leads through a combination of cold calling and networking
Detail-oriented, organized, and able to manage multiple ongoing projects.
Proficiency in Google Workspace (Gmail, Google Drive, Google Docs, etc.).
Proficiency in and ability to learn new CRM systems.
Strong work ethic with a drive to succeed
Proven outside or field sales experience with a track record of hitting or exceeding sales goals.
Ability to lift and transport tile samples (up to 40 lbs).
Valid driver's license and ability to travel
What We Offer
Compensation & Benefits:
Competitive base salary + uncapped commission + performance bonuses
Health, dental, vision, and disability insurance
Paid time off (vacation, sick leave)
Expenses Reimbursement (gas, cell phone, travel, etc)
Employee discounts on products
Opportunities for professional development and industry networking
Work Schedule:
Full-time | Monday-Friday
8-hour shifts
Primarily on the road with occasional remote/office work
Apply If You Are:
A proven sales professional in the A&D or building materials industry
Passionate about design, detail, and relationship-based selling
Ready to work with a fast-paced, innovative team and leave your mark on exciting projects
Join Tile Club and become part of a brand that's not only changing the way tile is sold but also how it's imagined.
To apply, please submit your resume and a brief cover letter highlighting your experience in architectural sales and your interest in Tile Club.
$70k-130k yearly 3d ago
SBA Banker III
Seacoast National Bank 4.9
Finance service representative job in Atlanta, GA
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financialservices experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$48k-86k yearly est. 2d ago
P&C Licensed Customer Service Rep - (Sandy Plains) Marietta, GA
The Auto Club Group 4.2
Finance service representative job in Marietta, GA
Join America's most trusted brand with over 100 years of service.
Why Choose AAA The Auto Club Group (ACG)
ACG offers excellent and comprehensive benefits packages:
Medical, dental and vision benefits
401k Match
Paid parental leave and adoption assistance
Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays
Paid volunteer day annually
Tuition assistance program, professional certification reimbursement program and other professional development opportunities
AAA Membership
Discounts, perks, and rewards and much more
A DAY IN THE LIFE of a Field Insurance ServiceRepresentative
The Auto Club Group is seeking a Field Insurance ServiceRepresentative who will provide a high level of support to the Insurance Agency and members by servicing existing insurance accounts.
Perform retention calls, process applications, renewals, amendments, resolve customer problems, as well as selling membership and financial products (credit cards)
Provide price quotes on all insurance products and factor in all applicable rules (underwriting, business, etc.) and discounts to complete the sale
Take insurance payments (initial, installment, lapse, or reinstatement)
Respond to customers' insurance inquiries and explains product features and Auto Club Group service advantages to potential customers for the purpose of promoting and selling various insurance, membership, and financial products
Refer to agent when appropriate
Recognize and promote cross-sale opportunities within the context of servicing a change to an existing member's policy and provide efficient processing of customer policies, endorsements, and status and coverage changes in accordance with state rules and corporate policies and procedures
Provide customer assistance through the performance of sales processing activities and assists management and agents when applicable
Conduct outbound promotional and retention call activities per management request and provides general promotion of Auto Club Group products and services following established guidelines
Participate in a team environment to promote customer satisfaction and consistent service following the customer service model
Receive and resolve member/customer complaints and seeks assistance from management in complaint resolution as necessary
Participate in office events developed to generate insurance revenue, improve member awareness of products, and support local community activities
Fulfill, maintain and service insurance policies
Respond to inquiries regarding insurance availability, eligibility, coverage. Prepare insurance proposals, policy changes, transfers, and billing clarification
Contact members or insureds regarding the renewal of delinquent memberships, late premium payments and to solicit reinstatements in the event of policy cancellations
Verify new business applications
Refer relevant members/insureds to other lines of business (i.e. Travel and Life)
Process insurance and membership payments
Update electronic member information
Maintain filing systems and provide other general Agency support
HOW WE REWARD OUR EMPLOYEES
Starting hourly wage of $23.00 - $25.50 per hour, based on experience
WE ARE LOOKING FOR CANDIDATES WHO
Required Qualifications:
A Current Property & Casualty Insurance license
Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products.
Successful completion of Customer Service, Insurance and Membership training within 6 months of hire
Education:
High School Diploma or equivalent
Work Experience:
Provide a high level of customer-focused serviceService insurance policies and processing applications, renewals, and amendments
Respond to billing and coverage questions
Process monetary transactions; Taking payments
Promote the sales of insurance products and services using established guidelines
Present complex information in a clear and concise manner
Knowledge and Skills:
Analyze member/potential customer insurance needs and determine appropriate levels of coverage
Prepare appropriate rate quotations
Organize, plan and promote the sale of ACG insurance and membership products and services
Perform outbound service calls
Maintain accurate records
Insurance terminology
General insurance regulations
Underwriting procedures
Sales regulatory and compliance guidelines
Insurance Systems and/or membership systems (e.g., PPS, POS, IMS, IPM)
Work effectively in a team environment
Work independently, with minimal supervision
Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility
Proficient in using Microsoft Office products
Read, comprehend, and communicate clearly and concisely in the work environment and with the public (e.g
.,
explain instructions, rules and procedures)
Perform mathematical calculations to accurately perform monetary transactions
Work under pressure in a high volume, fast paced customer service environment
Successfully complete appropriate training relative to all Auto Club Group (ACG) products and services
Work Environment
Work in a temperature-controlled office environment. Willingness and ability to work irregular hours to include weekends, holidays, and community events.#LI-AM1
Who We Are
Become a part of something bigger.
The Auto Club Group (ACG) provides membership, travel, insurance, and financialservice offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.
By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financialservices, and roadside assistance.
And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other.
We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.
To learn more about AAA The Auto Club Group visit ***********
Important Note:
ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level.
The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.
The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.
Regular and reliable attendance is essential for the function of this job.
AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
$23-25.5 hourly 5d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Finance service representative job in Atlanta, GA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$80k-148k yearly est. Easy Apply 60d+ ago
Lumber Trader
Jm Hunter Group 4.0
Finance service representative job in Atlanta, GA
We are seeking a dynamic and self-motivated Lumber Trader to join our team. The ideal candidate will be passionate about sales, possess excellent communication skills, and thrive in a fast-paced environment. As a Lumber Trader, you will play a crucial role in sourcing and trading lumber products, with a primary focus on cold calling and fostering relationships with manufacturers across various industries.
**Responsibilities:**
- Prospect and cold call potential clients to introduce our lumber products and services.
- Develop and maintain strong relationships with manufacturers, suppliers, and other stakeholders in the lumber industry.
- Collaborate with the sales team to identify and pursue new business opportunities within targeted industries.
- Negotiate pricing, terms, and contracts with clients to ensure mutually beneficial agreements.
- Stay informed about market trends, pricing, and competitor activities to make informed business decisions.
- Provide excellent customer service and support to clients throughout the sales process and beyond.
- Prepare and present sales proposals, reports, and forecasts to management as required.
**Requirements:**
- Bachelors degree in Business Administration, Marketing, or related field (preferred).
- Proven track record of success in sales, preferably in the lumber or building materials industry.
- Strong cold calling skills with the ability to prospect and generate leads independently.
- Excellent communication and negotiation skills, with the ability to build rapport and trust with clients.
- Self-motivated with a results-driven attitude and the ability to work effectively both independently and as part of a team.
- Familiarity with lumber products, grades, and specifications is desirable.
- Proficiency in Microsoft Office Suite and CRM software.
- Willingness to travel as needed.
**Benefits:**
- Competitive salary and commission structure.
- Comprehensive benefits package including health, dental, and retirement plans.
- Opportunities for professional development and advancement within the company.
- Dynamic and supportive work environment with a focus on teamwork and collaboration.
Join our team and take your career to the next level as a key player in the exciting world of lumber trading! Apply now to become a part of our growing company.
$78k-133k yearly est. 60d+ ago
Trader
Vident Asset Management
Finance service representative job in Alpharetta, GA
We are seeking an experienced and high-integrity Trader to join Vident Asset Management (Vident). As a Trader,
you will play a crucial role in executing investment transactions and supporting portfolio managers in achieving
their investment objectives. Vident manages portfolios across asset classes, but expertise in trading derivatives,
including options, will be preferred. You will collaborate with various stakeholders to ensure smooth operations,
monitor market trends, and identify opportunities for optimizing trading processes. Your responsibilities will
include trade monitoring, engagement with ETF market makers, producing reports, mitigating trade risk,
supporting new business initiatives, and addressing any assigned tasks by your manager. With your expertise in
trading and market analysis, you will contribute to the overall success of the investment team.
Qualifications:
Comprehensive knowledge of trading and how that relates to portfolio management and investment
operations, with 4 or more years of practical experience
Experience with domestic and international trade settlement and reconciliation processes
Experience trading or managing portfolios with options
Excellent Excel knowledge and strong programming skills, including Python
Ability to multi-task and prioritize while producing high-quality work in a fast-paced environment
Keen attention to detail
Ability to discreetly handle confidential data
Strong organizational skills and proactive planning, with an ability to respond to urgent requests
Bachelor's Degree in Finance or related field
Registered Investment Advisor and ETF experience
Familiarity with Bloomberg, AIM, Orion or other portfolio management systems
What we offer:
PTO plus 10 paid holidays
Flexible Working Benefits
Daily Paid Lunch for Onsite Employees
Onsite Gym Discount
Medical, Dental, Vision
EAP and Telehealth with Mental Health Support
Short and Long Term Disability
SIMPLE IRA with up to 3% Match
$67k-115k yearly est. 60d+ ago
Immigration Services Officer
Department of Homeland Security 4.5
Finance service representative job in Atlanta, GA
Protect your homeland and defend your culture. Join USCIS, America's frontline defense against illegal foreign infiltration and fraud.
If you're ready to help safeguard the nation's immigration system and combat immigration fraud, review the
$61k-92k yearly est. 6d ago
Inside Sales & Customer Service Rep
Fastsigns 4.1
Finance service representative job in Sandy Springs, GA
Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS of Sandy Springs Inside Sales & Customer ServiceRepresentative, you will be the initial contact with current and prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients.
The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized.
FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS of Sandy Springs will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service.
Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, customer relationship management skills, ability to document and keep yourself organized are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders, in additional to learning about the world of sign making. You will be involved in team meetings, assist in executing business and marketing plan initiatives, and be closely involved in the success of our Center.
This position will serve as a feeder to our Outside Sales position. Outside Sales plays a critical role in the success of our business. This position is ideal for candidates who are interested in an Outside Sales position but who, given the current external environment, is more comfortable at this time taking on an Inside Sales role, which will allow you to learn the business, prior to taking on more significant outside sales projects/responsibilities. Outside sales responsibilities will include moving about our sales territory making contact with sales prospects and current customers in person at job sites, offices, etc., and creating new sales opportunities.
We are not looking for just anyone to fill this position, we are looking for someone who believes they are the best! We don't consider this position as entry-level: we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person?
NO PHONE CALLS OR EMAILS PLEASE
Compensation: $15.00 - $20.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$15-20 hourly Auto-Apply 60d+ ago
Part Time (30 Hours) Associate Banker, Buford Hwy and McElroy Branch, Doraville, GA Bilingual Spanish Required
JPMC
Finance service representative job in Doraville, GA
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs 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
6+ months of customer service experience
High school diploma or GED equivalent
Reading and speaking in both Spanish and English fluently is required for this role
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$48k-101k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
Opus Global 4.6
Finance service representative job in Duluth, GA
Schedule: Monday-Friday 8:30am-5pm; Wednesdays 9:30a-6p Pay: 14.00/hr, full benefits package offered This position will assist motorist face-to-face with program applications for exemptions, extensions, and waivers, as well as provide emission reprints at assigned Service Center. This position will also disseminate information about the program, answer general questions, and resolve issues surrounding the application requirements. On occasion, the incumbents in these positions may be scheduled to work at a Service Center different than their assigned Service Center(s) in order to meet the GA Clean Air Force contractual requirements.
Duties and Responsibilities:
* Open and close Service Center facility according to designated hours of operation and send appropriate notifications/reports set forth by Management per the Standard Operating Procedures.
* Professionally respond to inquiries from motorists relating to program rules and requirements. This includes:
* Determining if vehicle owners are eligible for extensions, exemptions or special case waivers.
* Issuing waivers, extensions, exemptions and special case waivers per prescribed procedures.
* Determining if vehicle receipts for repair expenditures are over the prescribed limit and whether they are qualifying repairs.
* Inspecting vehicles to determine if prescribed auto repairs were performed.
* Resolving issues and providing written reports to Management on issues.
* Maintain cleanliness and professional work environment in and around the Service Center office and its facilities.
* Review, retain all aspects of local Clean Air and Emission Program Rules and Regulations and adapt to Program changes as well as Clean Air Rules and Regulations changes.
* Periodically assist with the company's continual improvement and customer satisfaction initiatives, including participation in the company's Quality Management System (QMS).
* Other duties as needed to ensure the smooth operation of the program as assigned by the Customer Service Manager or the Service Center Manager.
Knowledge and Skills:
* Competency using Microsoft Office Suite (MS Word, Excel, and Outlook).
* Ability to work a copier/scanner and upload/save documents.
* Excellent verbal, written and interpersonal communication skills with the ability to interface effectively with motorist
* Dependable, reliable, punctual and self-motivated.
* Professional manner and ability to display a positive disposition at all times.
* The ability to work in a fast paced team environment.
* Ability to understand and administer the Clean Air Force and Emission Program Rules and Regulations.
Education and Work Experience:
* High School Diploma or equivalent; some college preferred.
* One year of experience in a Customer Service environment required.
* MUST pass an Emissions Inspector Certification Test (80%) after in-house training and any certification as determined by management.
* Dependable, reliable, punctual and self-motivated.
* Professional manner and ability to display a positive disposition at all times.
* The ability to work in a fast paced team environment.
* Ability to understand and administer the Clean Air Force and Emission Program Rules and Regulations.
$25k-32k yearly est. 7d ago
Payments and Treasury Banking Associate
Georgia Banking 3.1
Finance service representative job in Atlanta, GA
Requirements
Bachelor's degree or equivalent experience
2-5 years of previous banking experience
Past experience in corporate financial analysis, risk management, and underwriting preferred
Background in treasury services and payments is a plus
Understanding of operational risk
Strong communication skills and the ability to collaborate efficiently with cross-functional teams within the Bank
AAP/EEO Statement: Equal Opportunity/Affirmative Action Employer Veterans/Disabled.
$57k-117k yearly est. 8d ago
Sales & Service Representative
MRC Services Co 4.6
Finance service representative job in Atlanta, GA
MRC Global serves the oil and gas industry across the upstream, midstream and downstream sectors as well as the chemical and gas distribution market sectors worldwide.
Job Purpose
The Sales & ServiceRepresentative is responsible for delivering business-to-business customer service through the order process of pipe, valves, and fitting products (PVF). The Sales & ServiceRepresentative creates, enters quotes, processes customer orders, and resolves customer issues. The Sales & ServiceRepresentative plays a critical role in maximizing value for customers while driving MRC Global strategies for safety, gross margin growth, and financial/operational performance.
Key Duties & Responsibilities
Individual must be able to perform the essential duties with or without reasonable accommodation.
Respond to customer requests for quotes by sourcing products from the Company's existing inventory or purchasing them externally.
Build quotes that simultaneously create value for the customer and profitability for MRC Global.
Identify and actively pursue sales opportunities to contribute to overall sales growth.
Ability to proactively engage with customers and utilize product knowledge to make recommendations and offer add-on solutions that maximize customer delight and drive sales growth.
Utilize MRC Global systems/software to create quotes, locate available products/materials, process customers' orders, create vendor purchase orders (PO), and perform other tasks related to customer needs.
Adhere to customer contract requirements related to pricing/non-contract pricing, freight, delivery schedules, and KPIs.
Verify the on-time shipping/delivery status of pending inbound and outbound shipments.
Communicate status proactively with the customer and adjust product sourcing efforts if needed.
Proactively respond to customers' needs and concerns with options by using a problem-solving approach.
Validate that products specified in customers' quote requests are permitted per their respective approved manufacturer's list (AML) or other customer-provided specifications.
Reference customer processing guides and other tools/resources to maintain familiarity with customer preferences/processes.
Consult with a manager, other MRC Global departments, and suppliers as necessary to create the best possible customer experience.
Service next-level customer needs, including orders involving externally sourced labor, return material authorizations (RMA), purchase order changes, and orders involving special invoicing needs.
Communicate responsively and professionally with customers, suppliers, and coworkers to execute all main steps of the order process.
Required Experience
One (1) or more years' experience in a dedicated customer-facing role, inside sales, and/or warehouse services.
OR recent completion of post-secondary education to include any of the following: Technical/Trade School, associate degree, bachelor's degree, preferably with studies in industrial or sales.
Skills & Abilities
Competent in the use of computers and software applications.
Ability to communicate and promote ideas and transfer detailed knowledge to others.
Ability to effectively present information in one-on-one and small group situations.
Attention to detail and work with a sense of urgency.
Working Conditions
Frequent driving/traveling.
Able to interact with others frequently.
Most work is performed at a desk or in front of a computer.
Able to sit/stand for long periods of time.
For additional position-specific details regarding the physical and mental demands and working conditions, contact Human Resources.
Reasonable accommodation may be made to enable individuals to perform essential functions.
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.
California Employee Data Collection Notice
$28k-34k yearly est. Auto-Apply 6d ago
Plumbing - Customer Service Rep
Maxair Mechanical 3.9
Finance service representative job in Marietta, GA
Summary/Objective The Customer ServiceRepresentatives provide exceptional customer service experience to all our clients and support the VP of Service, Branch Manager or Service Managers, and Field Technicians to ensure a smooth and timely flow of the services provided.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Customer Satisfaction - Ensure 100% client satisfaction. Assist in the development and implementation of an updated customer CARE The CARE program will focus on prioritizing opportunities for developing strategic client relationships, as well as coordinating with Service Managers and Sales Associates assigned to support the accounts as needed.
* Communications - Immediately evaluate, address, and communicate any customer/employee complaints, issues, or call-backs to the assigned Service Manager.
* Dispatching - Provide back-up support for Dispatchers. This includes updating the dispatch board to accurately reflect the schedule of work to be completed. Dispatch the field technicians according to pre-developed schedules. Continuously update and communicate with the Service Manager's, Field Technicians, and clients on the status of work to be completed.
* CARE Calls - Complete a minimum of ten (10) CARE calls every week. Customers should be chosen from recently completed PM's and/or invoiced T&M work orders. Update the CARE call spreadsheet daily. Track customers contacted/attempted daily on the CSR checklist.
* Billing - Provide complete invoice proofs to Service Managers on a weekly basis. This includes requesting Purchase Orders from the client, receiving, and entering Purchase Orders (internal) and supporting company efforts to collect Accounts Receivables.
* Customer Portals - Manage customer portal activity. This includes uploading service reports, invoicing, resolving disputed invoices within the portal(s), etc.
Competencies
* Ethical Conduct.
* Ability to learn, understand and communicate basic HVAC technical aspects.
* Excellent phone, written and interpersonal skills.
* Fluent with Microsoft Outlook, Excel, Word, and Access.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands; and reach with hands and arms.
Travel
No travel is expected for this position.
Required Education and Experience
Customer Service
Training or experience in computer applications.
Proficiency in Excel, Outlook & Word.
High School Diploma or GED.
Preferred Education and Experience
2 years of experience in customer service (preferably within construction industry)
Sage or Timberline software experience.
Other Conditions of Employment
A background and credit check will be required, as well as passing a drug test.
AAP/EEO Statement
All qualified applicants will receive equal consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, marital status, sexual orientation, gender identity, age, physical or mental disability or covered veteran status.
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.
$25k-32k yearly est. 2d ago
Member Service Representative II
Atlanta Postal Credit Union 3.6
Finance service representative job in Decatur, GA
Are you eager to serve members with top-notch member (customer) service? Then APPLY now! Seeking 2+ years' experience working in a financial institution performing teller and relationship banking type tasks - opening accounts, maintaining accounts, teller transactions, cross selling products & services to build and deepen relationships to grow the credit union.
Title: Member ServiceRepresentative II
Position Status - Full Time non-exempt (Hourly)
Target starting pay information: $18.98 - $23.73 per hour
The listed pay information includes the minimum rate of pay to the mid-point rate of pay for the posted position The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector.
We believe great work is to be rewarded with great benefits. Our benefits include, but aren't limited to, Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401k plan with a defined company match, company paid long-term disability, short term disability, and company paid holidays.
Purpose : The primary purpose of this position is to assist Atlanta Postal Credit Union to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.”
The Member ServiceRepresentative II (MSRII) proactively engages in providing quality-driven member services to existing and potential members of the Credit Union. This includes, but not limited to, engaging members in dialogue to ensure timely processing of payment and transfer services, open new accounts, ensuring that product recommendations are aligned with member needs, and build positive relationships with members and peers. Depending on their assignment, the MSRII from time to time may perform all or a portion of the tasks listed herein but all incumbents are expected to be proficient in each task over time.
Essential Duties and Responsibilities: Other duties may be assigned.
Deliver outstanding service to both internal and external members that is in alignment with our Service Promises:
I promise to be mindful of your time with fast, efficient, courteous, and friendly service.
I promise to demonstrate integrity in all my interactions.
I promise to always treat you with dignity and respect.
I promise to work with fellow employees throughout the credit union to ensure you receive the best possible products, service, and solutions.
I promise to safeguard the security and confidential nature of your financial information.
I promise to greet you with a smile and thank you for your business when your transaction is completed.
I promise to deliver on our mission to help you achieve financial success by providing exceptional products and service.
Provides service to members in a variety of settings including periodically being assigned to work at various APCU/CPCU locations due to long term absences, business needs, projects, or business continuity needs.
May serve as a lead teller
Processes a variety of member transactions including, but not limited to, visa payments, transfers, loan payments, deposits, U.S. Savings bond transactions, cash advances, etc.
May occasionally be required to complete transactions on a teller line or process pending online memberships or share applications submitted through the credit unions digital channels.
Completes a variety of service requests, clerical duties, and research associated with the resolution of member inquiries and concerns.
Facilitates the ability for the member to speak with internal business partners for resolution of inquiries and concerns that can't be resolved by yourself.
Completes member relationship-building assignments, such as follow up calls, pre-determined member contact intervals, incentive announcements, and acknowledgement of important dates (birthdays, anniversaries, etc.).
Completes the opening of new member accounts and assist existing members with changes and updates on their accounts; Sets up share/loan allocations for accounts.
Engages in needs-based dialogue with members to fully understand the member's financial needs.
Recommends and positions credit union products and services that meet the member's needs.
Based on member needs, makes referrals to internal partners for product delivery
As required, completes outbound calls, and engages in member retention conversations.
As assigned, receives inbound calls in a call center environment and provides member services in accordance with all guidance, processes, and procedures of the call center.
Maintains up to date knowledge of all retail and account opening procedures; Follows all practices that have been put in place to mitigate fraudulent activity and unnecessary risks.
Maintains up to date product knowledge; has a full understanding of the features and benefits of the products and services offered by the credit union.
May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members to the credit union and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
As needed or required, maintain/balance branch vault, open or close branch, balance ATM, prepare and verify currency or coin orders/shipments, process night deposits, balance cash drawer.
Complies with all aspects of BSA/AML and OFAC regulations as they relate to this position.
Other duties as assigned.
Supervisory Responsibilities: No direct reports. If serving in a designated lead role, may manage day-to-day task through indirect reporting relationships or through a matrixed management approach and the ability to collaboratively interact with internal and external partners.
Qualification Requirements : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/pr ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
REQUIRED Education and/or Experience:
Requires a level of knowledge normally gained with a high school diploma or equivalent
2 years transactional work experience in banking, financialservices, or a credit union
10-Key calculator, typing and keying skills, and working knowledge of Microsoft Office software
PREFFERED Education and/or Experience:
An Associate's degree in Business Management, Business Administration, or related field of study or 2 years of additional specific work experience in lieu of degree
2 years specific member facing work experience within a Credit Union
Prior experience completing transactions in Symitar, and Meridian Link
Physical Job Requirements:
Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc. Must be able to stand, bend and stoop as needed. Must be able to lift and/or carry weights of 5 to 25 pounds.
APCU Center Parc Credit Union is an equal opportunity employer committed to providing equal opportunities to applicants and our policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, disability status or veteran status or any other basis protected by applicable federal, state, or local laws. APCU Center Parc Credit Union prohibits harassment based on the same protected classes and criteria.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
The requirements for the position listed are general and are not all inclusive. If you have any questions concerning this position, please contact Human Resources.
Please note that an employment offer, and your continued employment are contingent upon acceptable results of a background and credit check, and satisfactory proof of your right to work in the U.S.
$19-23.7 hourly Auto-Apply 22d ago
Customer Service Representative - South Cherokee Veterinary Hospital-2
Amerivet 3.6
Finance service representative job in Woodstock, GA
We are looking for a personable and skilled Client ServiceRepresentative (CSR) to join our team! As the primary point of contact at our clinic, you will play a crucial role in ensuring every client interaction-whether over the phone or in person-results in a positive and memorable impression. Your ability to create a welcoming environment and deliver exceptional service will be key to our success.
CSR Responsibilities:
Understands, communicates, and properly prioritizes scheduled appointments, client education, and lobby triage by vaccine, wellness, parasite, and retail needs to ensure an efficient and productive schedule and daily workflow.
Operates multiple-line telephone system. Answers incoming calls, places, callers on hold, transfers calls, and pages staff members appropriately. Takes and routes messages for veterinarians and staff members.
Empathizes with clients and remains compassionate and well-mannered if a client becomes emotional or discourteous. Remains calm and collected in the face of emergency situations. Ultimately, it is the CSR who creates a good first and last impression on our clients.
Accepts payments, makes change, processes credit payments, and other forms of payment while maintaining an accurate cash drawer.
Maintains accurate and updated client information and pet records, including obtaining pet medical records from other clinics and providing administrative support (scanning documents, updating records, faxing, emailing, etc.) to keep accurate and reliable client information.
Complete all tasks as assigned by the supervisor(s).
Qualifications & Requirements:
Professional and friendly phone etiquette
Available to work weekends and holiday rotations, as needed
Ability to properly prioritize and complete tasks simultaneously
Ability to problem solve and adapt to multiple situations
HS Diploma or educational equivalent
Excellent customer service skills
Computer efficiency
Very detail-oriented
Preferred: Experience with Veterinary Electronic Medical Records (Avimark, Cornerstone, etc.)
Preferred: One year of customer servicerepresentative experience
Preferred: Knowledge of veterinary medical terminology and procedures
At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities.
Here's what you can expect when you join our team:
Tailored development programs, mentorship, and career pathing to help you achieve your unique goals.
Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being.
Health, dental, vision, life insurance, and mental health resources to support your overall well-being.
Generous paid time off and holidays, because your personal time matters.
A supportive, collaborative environment where everyone feels a sense of belonging.
Please note: Any Benefits listed above apply to full-time employees.
At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
Finance service representative job in Alpharetta, GA
Are you interested in financialservices? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our FinancialServices team!
As an unlicensed FinancialServicesRepresentative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios.
To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses.
In This Role You Will:
Provide excellent customer service by identifying customer needs and determining the best solution for them.
Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from.
Show us your determination to drive sales by engaging customers and identifying new opportunities.
Follow processes and manage your time efficiently throughout the day.
Continually learn about investments and the financial markets to address the individual client's investment needs .
Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary.
Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important.
Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family).
Be involved in other projects and tasks (because there may be other things you can help with).
A Typical Workday as a FinancialServicesRepresentative includes:
Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests.
Following up with customers regarding outstanding account related items.
Participating in continuing education and development.
Benefits of being a Morgan Stanley FinancialServicesRepresentative:
Develop a robust understanding of the financialservices industry and gain insight into one of the world's leading financial institutions.
Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning .
Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley.
Enjoy a hybrid work environment that enables employees to thrive.
Competitive base salary and a wide range of additional benefits including:
Paid time off
Savings programs
Health care (medical, dental, vision)
Insurance plans
Tuition and licensing reimbursement along with student loan refinancing
Fitness subsidy
401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program
Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments
Generous parental leave
Commitment to Diversity and Inclusion
Employees are encouraged to give back to your community
What You Bring to the Table:
A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education)
You've spent at least 2 years working in a customer-facing role
MUST be flexible to work a hybrid schedule (3 days a week in office)
Even better if you:
Have at least 2 years' experience working in a call center environment or within a financial institution
You can articulate your experience working on a team and in a highly collaborative environment
You have previously been in a role where you had to meet sales goals either through full time work or college internships
You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$39k-60k yearly est. Auto-Apply 60d+ ago
Part Time Associate Banker Georgia Central West (30 Hours)
Jpmorganchase 4.8
Finance service representative job in Atlanta, GA
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.
$25k-54k yearly est. Auto-Apply 26d ago
Financial Representative
Country Financial 4.4
Finance service representative job in Atlanta, GA
COUNTRY Financial offers a terrific career opportunity in sales with a dynamic and growing company. We understand the importance of a job that fits you. Take a moment to consider these questions:
Do you enjoy helping people?
Want to help protect others from life's risks?
Take pride in building lasting relationships?
Want to work hard to build a successful business?
Want to be in control of your own income?
$34k-45k yearly est. 60d+ ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Dunwoody, GA?
The average finance service representative in Dunwoody, GA earns between $23,000 and $51,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Dunwoody, GA
$34,000
What are the biggest employers of Finance Service Representatives in Dunwoody, GA?
The biggest employers of Finance Service Representatives in Dunwoody, GA are: