Finance service representative jobs in Fort Myers, FL - 694 jobs

The ideal candidate loves talking to people and proactively solving issues. Responsibilities Communicate with customers via phone, email and chat Provide knowledgeable answers to questions about product, pricing and availability Work with internal departments to meet customer's needs Data entry in various platforms Qualifications ServiceTitan experience is required At least 1 - 3 years' of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work

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

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 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

Department: LPG Workforce Pool Work Type: Full Time Shift: Shift 1/7:00:00 AM to 5:30:00 PM Minimum to Midpoint Pay Rate: $21.01 - $24.69/ hour Now Hiring: Float Customer Service Representative Adult Specialty Division Locations: Bonita Health Center, Ft Myers, Cape Coral, Port Charlotte Are you a seasoned Customer Service Representative ready to grow your career in a dynamic healthcare setting ?Lee Physician Groupis seeking an experienced and motivated Float CSRto support our Adult Specialty Division. This role requires travel between ourvariouslocations. If youre looking for an opportunity tobroaden your skills, support multiple teamsand make a meaningful impact in patient care, we encourage you to apply. What We Offer: * Exposure to various specialty practices and clinic operations * Supportive, team-oriented environment * Professional development opportunities within Lee Health * What Were Looking For: * Previous experience in a medical office or healthcare setting preferred * Strong communication skills, flexibility, and a patient-first mindset * Reliable transportation and willingness to travel between locations Apply Today! Please submit yourmost up-to-date resume, including employment dates, for consideration. Take the next step in your career with Lee Physician Groups Adult Specialty Division where your growth matters.The Float Customer Service Representative position is responsible for providing an excellent customer experience. Responsibilities include utilizing a practice management system to facilitate scheduling, registration, accurate billing, collections and the maintenance of medical records. This position can be assigned Sat and Sun shifts and reports to the Manager/Supervisor. This position is required to float to all LPG and Hospital Outpatient Department locations across four counties. Requirements Education: High School Diploma or GED required. Associates Degree preferred. Experience: External Candidates: 2 years of customer service experience required. 3 years of similar medical office front desk experience preferred, Epic EMR experience preferred.Internal candidates: 1 year of equivalent scheduling or registration experience, CSR role preferred. License: Not required. Certifications: Not required. Other: Excellent customer service and computer skills required. Ability to solve problems anddemonstrate critical thinking skills. Works weekend and holidays. US:FL:Fort Myers

Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? 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 Customer Service Representative, you will be the initial contact with current customers as well as 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 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, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an 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? Compensation: $16.00 - $22.00 per hour At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.

This is an excellent opportunity to join a team of committed professionals in the home services industry. In this role, you will have the ability to impact our company by helping customers book service appointments. Your skills and love for helping people solve problems is key to being a great fit for this role. We are a fast-paced organization, set to thrive and grow in an exciting and stable business sector. You will help us by representing our brand as the first touch with our company. We are committed to delivering stellar service to our customers. Our company is driven by excellence in performance, clear communication, investing in our team, and growing our brand. The right fit for us is someone who understands that customer service is a key part of how we reach goals. Our Customer Service Representatives are a critical roles within our call center team. Responsibilities Convert incoming customer calls into booked service appointments. Deliver scripts with an authentic cadence. Be clear, compelling and personable in all communication with customers. Respond to customer requests, resolving issues and promoting the brand. Be professional and establish customer rapport, encouraging repeat business. Participate in training to boost booked calls and practice outbound calling. Resolve customer complaints quickly - involving Call Center Manager as needed. Maintain customer database with accurate information. Support for Lead Dispatcher Assist in relaying accurate information to technicians, ensuring proficient, quality customer experiences. Assist in updating customers throughout the day on the technician's progress. Requirements Develop a proven track record in customer service. Good typist and proficient with phone systems. Strong verbal and written communications. Ability to build trust and demonstrate empathy. Service Titan experience is a plus. Personality that blends well with a fast-paced, goal-driven environment. Loves to win as a team. Support for Lead Dispatcher Strong verbal and written communications. Ability to build trust, diffuse conflict and hold others accountable. Personality that blends well with a fast-paced, goal-driven environment. Competitive individual contributor who also loves to win as a team. FULL TIME, IN OFFICE POSITION: This is a full-time 5 days a week position that does require a weekend day / Schedule options can be flexible for candidate(s) who meet the skill sets required Sample Schedule 1 ( 9:00-5:30pm Sunday-Thursday ) Sample Schedule 2 ( 8:00-4:30pm Tuesday - Saturday ) Sample Schedule 3 ( 10:30am-7:00pm Monday - Friday ) Alternating 1 weekend day every 3 weeks TRAINING: Two (2) weeks Paid Training, M-F 8:30am-4:30pm w/ 30 min break PAY: Up to $30/hr. Join our winning team!

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.

Working Title: HEALTH SERVICES REPRESENTATIVE - 64058907 Pay Plan: Career Service 64058907 Salary: $40,000-$42,000 / Annually Total Compensation Estimator Tool Open Competitive Opportunity Your Specific Responsibilities: This is an independent position involved primarily in the control and prevention of Tuberculosis (TB) with support activities provided in the program areas of Sexually Transmitted Diseases (STD) and Human Immunodeficiency Virus (HIV) as needed. This position is under the supervision of the Nursing Program Specialist for TB. Contributes to the organization's culture of performance excellence by actively seeking to improve personal and organizational performance through measurement, analysis, knowledge management, and processes improvements and participation in performance management committees, councils, and/or workgroups. Continuously demonstrates the Department's ICARE values. Makes home and field visits to TB program clients whether suspects, confirmed cases or contacts, to establish and maintain case management procedures meeting Department of Health (DOH) protocols and Centers for Disease Control (CDC) guidelines. Monitors compliance with physician-prescribed therapy by means of Directly Observed Therapy (DOT), Directly Observed Preventive Therapy (DOPT), collecting specimens, observing for adverse reactions and providing patients and family with tuberculosis education. Conducts investigations to locate contact and delinquent or lost patients to be evaluated by arranging for testing as appropriate; data collection by screening for symptoms for active disease; and interviewing clients and contacts to identify priority risk factors by obtaining medical, family and lifestyle histories by observation and interview. Transports clients as needed. Initiates and coordinates case contact investigation which can include TB testing, sputum inductions, HIV Counseling and Testing and arranging for chest x-rays and physician clinic visits. Documents activities in the client's HMS record following approved charting procedures. Delivers, either by home visit or phone call, clinic appointment reminders and upon request, assists other program areas (Epidemiology) with appointment reminder delivery or in locating clients lost to follow-up. Documents activity in the client's HMS medical record. Provides clinic coverage, on a rotating basis, with other HSR for STD/HIV testing and related clinic services. Locates and brings to examination, treatment and/or counseling STD/HIV suspects, contacts and associates as appropriate. Interviews patients diagnosed with STD and HIV following DOH protocols and CDC guidelines. Makes referrals for treatment as needed. Provides interpreter service between clients and other staff as needed to facilitate communication. Conducts field screening of population at risk for TB/STD/HIV utilizing available blood and urine testing methods, administers cough surveys and other risk assessment tools where indicated. Assists with collection of result data and preparation of appropriate reports as assigned. Conducts investigations to locate and bring to examination, treatment and/or counseling STD/HIV suspects, contacts and associates as appropriate, as part of the STD/HIV disease intervention team. Performs administrative duties around the building, including but not limited to: Safety Inspections, County Vehicle coordination for fuel and maintenance appointments, assists with opening and closing of the building, building maintenance needs, recyclable collection for weekly pick-up, assists with loading and unloading of vehicles for outreach events, etc. Attends trainings and in-service presentations as available and completes employee activity records EARs/CSRs in a timely manner to ensure accurate service documentation. Complete administrative duties such as cell phone verification forms, travel logs for mileage accountability, reimbursement timesheets. Performs other duties as assigned. Required Knowledge, Skills, and Abilities: * Ability to learn phlebotomy and administer TB blood test. * Possess a reliable automobile for work. Knowledge of methods to obtain direction to locations. * Must have standard computer skills and ability. * Ability to conduct fact finding interviews, health investigations and maintain confidentiality. * Ability to do data entry. * Ability to speak, read and write Spanish and/or Creole is preferred. Qualifications: Minimum: * Current Driver's License and reliable transportation and willingness to use personal vehicle for business related travel. * Incumbent may be required to work before, during and/or beyond normal work hours or days in the event of an emergency. Emergency duty required of the incumbent includes working in special needs or Red Cross shelters, or performing other emergency duties including, but not limited to, responses to or threats involving any disaster or threat of disaster, man-made or natural. * Required Disaster Training: Incident Command System (ICS) 100, 200, 700, 800 or to be completed within 90 days of employment. * N-95 Mask - ability and willingness to wear an N-95 respirator. * Information Custodian - this position is responsible for maintaining information in the following data set in accordance with state and federal statutes, rules and regulations and Department of Health policy as it relates to information custodian: CDCP - Mask Fit testing forms and database; A1B1 database. Preferred: * High School diploma or an equivalent GED * Bachelor's degree from an U.S. accredited college or university or comparable professional disease surveillance experience. * Fluent (both verbal and written) in English and Spanish or English and Creole * Directly Observed Therapy (DOT) experience. * Experience providing advanced level administrative support in a medical setting. * Experience performing clinical functions including obtaining blood and urine specimens, etc . Florida Department of Health Mission, Vision, and Values: Mission: To protect, promote & improve the health of all people in Florida through integrated state, county & community efforts. Vision: To be the Healthiest State in the Nation. Values: I nnovation: We search for creative solutions and manage resources wisely. C ollaboration: We use teamwork to achieve common goals & solve problems. A ccountability: We perform with integrity & respect. R esponsiveness: We achieve our mission by serving our customers & engaging our partners. E xcellence: We promote quality outcomes through learning & continuous performance improvement. Where You Will Work: Immokalee, FL The Benefits of Working for the State of Florida: Working for the State of Florida is more than a paycheck. The State's total compensation package for employees features a highly competitive set of employee benefits including: * Annual and Sick Leave benefits; * Nine paid holidays and one Personal Holiday each year; * State Group Insurance coverage options, including health, life, dental, vision, and other supplemental insurance options; * Retirement plan options, including employer contributions (For more information, please click *************** * Flexible Spending Accounts; * Tuition waivers; * And more! For a more complete list of benefits, including monthly costs, visit ***************************** Please be advised: Your responses to qualifying questions for this position must be verifiable by documentation provided through the electronic application process. This position requires a security background check and/or drug screening and participation in direct deposit. Any misrepresentations or omissions will disqualify you from employment consideration. Note: You will be required to provide your Social Security Number (SSN) in order to conduct this background check Successful completion of a drug test is a condition of employment for safety-sensitive positions. Male applicants born on or after October 1, 1962, will not be eligible for hire or promotion unless they are registered with the Selective Services System (SSS) before their 26th birthday, or have a Letter of Registration Exemption from the SSS. For more information, please visit the SSS website: ****************** If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended or deemed ineligible depending upon the date of your retirement. The successful candidate will be required to complete the Form I-9 and that information will be verified using the E-Verify system. E-Verify is operated by the Department of Homeland Security in partnership with the Social Security Administration to verify employment eligibility. Incumbents may be required to perform emergency duty before, during, and/or beyond normal work hours or days. All Florida Department of Health positions require the incumbent to be able to learn and communicate effectively, orally and in writing, in English. Applicants who do not meet this requirement will not be considered. The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer and does not tolerate discrimination or violence in the workplace. Applicants requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation. The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act. Florida has the third largest population of veterans in the nation with more than 1.5 million service men and women. The Florida Department of Health (department) is committed to serving members of the United States Armed Forces, veterans and their families by encouraging them to apply for vacancies that fit their area of knowledge and/or expertise. Through the Department's VALOR program, which expedites licensing for military veterans, the Department also waives initial licensing and application fees for military veterans who apply for a health care professional license within 60 months of an honorable discharge. These initiatives help ensure that the transition from military service into the workforce is as smooth as possible and reflects our appreciation for the dedication devoted to protecting our country. The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace. Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation. The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act. VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans' Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement. Location:

NuView Connections is a premier marketing firm that specializes in in-store direct marketing campaigns for leaders in the consumer entertainment industry. Our mission is to build connections between our clients and their potential customer base by creating a standard of excellence and providing top notch service while, fostering our teams' growth through a rewarding and progressive environment. The growth of our team members is our highest priority. We are passionate about delivering quality and results. NuView Connections values teamwork within our agency and strives for good partnerships across all platforms. Job Description IN-STORE SALES & CUSTOMER SERVICE REPS We are looking for COMPETITIVE, STRONG & MOTIVATED individuals to take our Company to the next level! We are NuView Connections, a rapidly growing marketing firm in Fort Myers, FL. Our company develops campaigns to acquire new customers, increase market share, and build public awareness for the brand leader in satellite television. On a daily basis we are inside major retailers educating targeted consumers on the services our clients offer. We are experiencing phenomenal growth as a direct result of our success increasing our clients brand awareness by attracting new customers and exposing their products to new tiers of distribution. We are interviewing for ENTRY-LEVEL POSITIONS that all have the opportunity for advancement into MANAGEMENT through our Management-Training Program. The perfect candidate must possess enthusiasm, strong work ethic, and willingness to learn. We also value great people skills, ambition, and integrity. OUR GOAL IS TO PROMOTE AND MAINTAIN A POSITIVE, FUN AND PROFESSIONAL ATMOSPHERE WHILE DEVELOPING THE LEADERSHIP QUALITIES IN OUR MANAGERS Qualifications Requirements: We are searching for self-starters with high energy, motivation, and a strong desire to excel. Applicants should be great communicators and team members, and should also have a good sense of humor and the drive to succeed! We interview applicants from various backgrounds and our company policy is to train people we like from scratch, so don't count yourself out from this great opportunity! SEND YOUR RESUME & please include best contact number! Additional Information All your information will be kept confidential according to EEO guidelines.

Application Deadline: 02/27/2026 Address: 9000 Bonita Beach Road SE Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Are you a dynamic and driven sales professional? If so, The Check Cashing Store wants you to join our team. In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off 401K with company match Tuition assistance Career development Branch Location: 3718 Tamiami Trail During a typical day, you will: Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution of all customer transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Complete all documentation accurately Follow safety, security, and compliance requirements Successful candidates will: Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma or equivalent #SJ About us: Momentum Financial Services Group is a top financial services provider in North America We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store We offer access to cash and related financial products to help customers achieve their financial goals We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store We value: Employees who are committed to continuously improving their performance and achieving new levels of success Recognizing our employees for their achievements and developing them to be future leaders Diversity is an essential element for the success of our business Giving back to our local communities through annual contributions to charities and non-profit organizations Next Steps: Apply now to be considered for this opportunity! About The Check Cashing Store - Our Commitment to Responsible Innovation At The Check Cashing Store, we are committed to building innovative solutions grounded in ethical, transparent, and responsible use of data and technology. Aligned with the principles outlined in Canada's Artificial Intelligence and Data Act (AIDA), we take a proactive approach to ensuring that any AI or data-driven systems we use are safe, fair, and accountable. We prioritize strong data governance, clear communication around how systems work, and safeguards that reduce risks and protect individuals. Our focus is on developing tools and processes that promote equity, reliability, and trust, supported by ongoing monitoring and continuous improvement. Joining The Check Cashing Store means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.

Department Recruiting Done Employment Type Full Time Location Naples Workplace type Onsite Compensation $19.00 / hour Key Responsibilities Skills, Knowledge and Expertise Benefits About Escalon Services, LLC.

Are you ready to embark on a rewarding career journey where exceptional service meets exciting challenges? Mike's Plumbing of Southwest Florida Inc. Cape Coral, FL is seeking passionate individuals to join us as full-time Customer Service Representatives - Plumbing CSRs! WHY SHOULD YOU JOIN US? Step into a world where every call is an opportunity to make a difference, all while enjoying competitive compensation, comprehensive benefits, and a supportive team environment. To show our gratitude for your hard work and dedication, we provide the following benefits and perks: Medical, dental, and vision insurance 401(k) with match Paid vacation time Take-home vehicles Company-provided iPads and uniforms and more! Does this sound like it could be the right fit for you? Are you ready to elevate your career with us? If so, read on to find out more! THE MINIMUM REQUIREMENTS TO BE CONSIDERED: Clear communication skills Preferred qualifications: Experience in a customer service role WELCOME TO A DAY FILLED WITH PURPOSE AND EXCITEMENT: Picture yourself starting the morning with a sense of anticipation, knowing that each interaction holds the potential to exceed expectations. As a Customer Service Rep - Plumbing CSR, you'll dive into a whirlwind of calls, seamlessly coordinating service requests and providing expert assistance to our valued customers. From scheduling urgent repairs to showcasing our exclusive membership program, your professionalism and enthusiasm will shine through with every conversation. As the day progresses, you'll navigate administrative tasks with precision, ensuring smooth operations and customer satisfaction at every turn. Join us on this journey, where every moment is an opportunity to shine! A BIT MORE ABOUT US: Mike's Plumbing was founded by Mike Bohall, and is now owned and operated by Mike's son, Jeremy. We are proud to be a family-owned and operated plumbing company with our mission statement being: "To provide reliable, affordable, professional service to every customer. Customer satisfaction is the most important thing to us!" Our family's core set of values have been the backbone of our business' success and, over the years, our clients have definitely felt Mike's Plumbing difference. Our technicians take great pride in getting the job done right the first time around. The quality of our work is world-class every single time, no job is ever too big or too difficult for our team of experienced and dedicated plumbers. Our team is always courteous, friendly, on-time, and treats our customers like family. A good work-life balance is important to us as well as and rewarding our team members with awesome benefits! READY TO TAKE YOUR CAREER TO NEW HEIGHTS? Our initial application process is streamlined and hassle-free, taking just 3 minutes to complete on any device. Click below to start your journey with us as a Customer Service Rep - Plumbing CSR!

Job Description This is the perfect part time job if you are a very outgoing person that relates well with people. You are the person that will be the voice of Domino's Pizza so you need to be polite and helpful, no matter how busy you are. You will be answering the phones and taking orders, so if you don't like talking on the phone this job may not be for you! You will also be greeting customers that come in the store with Welcome to Domino's!. Friendly is the key word for this job! Hours are usually around 5PM to after dinner time. If you are really good at this, more hours are available during the day on the weekends. You will also be helping to keep the store clean and tidy inside and out by sweeping, washing dishes, folding boxes, cleaning windows. If you are looking for glamorous job this is not it, but we are a lot of fun! The time goes by quickly and you will learn many skills to take with you. Our customers depend on us to get their delicious meal to them when they want it. We are a very fast paced company. Every employee makes up an important part of our process and when one person is late or doesn't come to work, everyone suffers, co employees and customers alike. You need to be on time and have respect for our customers and the people you work with Additional Information All your information will be kept confidential according to EEO guidelines.

Application Deadline: 02/27/2026 Address: 9000 Bonita Beach Road SE Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Benefits: Bonus based on performance Employee discounts Training & development 401(k) Company parties Competitive salary Flexible schedule Opportunity for advancement Paid time off Wellness resources Crunch Fitness is now accepting applications for Member Services Representative. No experience necessary, we sponsor on-the-job training. What We Look for: An empathetic, persistent, honest, knowledgeable, and excellent listener who is willing to focus on building relationships through qualities like resilience, self-motivation, enthusiasm, and strong communication, while remaining adaptable and problem-solving to genuinely meet customer needs. Are you: Authentic, confident, resourceful, driven, curious, and relationship-focused? Are you able to blend interpersonal skills with your hunger for success? If so, this is the job for you. Desired Qualities: Goal driven Wellness minded Individual with a PASSION for fitness. Team-oriented and excels within a TEAM environment. Outgoing personality that ENJOYS giving tours. TEACHABLE towards the ability to explain membership features. Service-minded individual who naturally enjoys HELPING people. Role: Provide membership presentation. Host tours. Participate in team meetings. Conduct outreach events. The Ways You Benefit: Work in a FUN & EXCITING fitness environment. Be part of a POSITIVE team culture. Promotion opportunity - Become a Supervisor, Personal Trainer, or Club Manager. Free VIP Crunch Fitness membership. How We Are Different We have a strong yet diverse leadership team that is pushing fitness to new frontiers. Unlike other clubs, we strive to provide an encouraging team culture, and we want to make a covenant with you and be a significant part of your career path. In other words, we want to be an important player in your life journey. You will immediately feel the difference through the interview process. Are You? Team-oriented individual with a passion for fitness? Genuine about the member experience and willing to run our play? If the answer is yes, apply today! About Crunch Crunch is the fastest-growing fitness brand globally. Crunch offers diversity in strength and cardio equipment, Group Fitness classes, Functional Training class, and Personal Training. We stand above the rest by way of innovation, pristine facilities, and a member experience that is second to none. We have a strong yet diverse leadership team that is pushing fitness to new frontiers. We offer best-in-class employee training, benefits, and compensation. We are paying leading wages in every department. We work hard, but the environment is positive and encouraging. If you are genuine about the member experience and willing to run our play, we want to talk to you. Apply today for immediate consideration! Compensation: $35,000.00 - $42,000.00 per year Crunch is a gym that believes in making serious exercise fun by fusing fitness and entertainment and pioneering a philosophy of No Judgments. Our gyms are packed with the latest state-of-the-art cardio and strength training equipment, weight room, full service locker rooms with showers, tanning booths, HydroMassage bed, and an extensive schedule of Crunch's signature classes including Zumba , BodyWeb with TRX , Yoga Body Sculpt, Belly Butt and Thighs Bootcamp, and more.

Are you a savvy marketer with a passion for promoting healthcare services? Do you excel at crafting compelling messaging and driving brand awareness? We're looking for a Marketing Representative to join our team and help showcase our specialized spine and orthopedic surgical offerings. This role is ideal for someone who thrives in face-to-face networking, understands the healthcare and personal injury landscape, and is passionate about driving growth through relationship-building. Key Responsibilities: Develop, execute marketing strategies, and maintain relationships with referral sources. Conduct regular field visits to partner offices, clinics, and community events to promote our services. Educate potential referral partners on our treatment offerings and patient care process. Identify new business opportunities and referral channels within the personal injury and healthcare space. Track and report marketing activities, referral trends, and outreach effectiveness. Collaborate with internal teams to ensure seamless onboarding of referred patients. Represent the brand professionally at networking events, health fairs, and industry conferences. Qualifications: Proven experience in field marketing, business development, or outreach-preferably in healthcare, personal injury, or related industries. Excellent interpersonal and communication skills. Self-motivated with the ability to work independently and manage a territory. Reliable transportation and willingness to travel locally. Preferred Skills: Existing network within the personal injury or healthcare community. Bilingual (Spanish/English/Russian) is a plus. Knowledge of HIPAA and patient privacy regulations. Employment for this position is contingent upon successful completion of a background screening. All offers of employment are conditional until the background check process has been completed and cleared.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. In this role you will: * Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: * Participate in building relationships with customers and spend time understanding required needs * Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs * Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers * Present recommendations for resolving inquiries and service requests regarding customers' accounts * Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers * Provide information to internal partners and external sources to further enhance the customer experience * Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs * Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs * Provide self-service digital banking options to customers * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience * 1+ year of building and maintaining effective relationships with customers and partners Desired Qualifications: * Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration * State Insurance license(s) * Customer service focus with experience handling transactions across multiple systems * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Strong verbal, written, and interpersonal communication skills * Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business * Ability to be proactive, innovative, and creative in meeting customer and enterprise needs * Ability to make client calls and actively participate in the sales development process * Knowledge and understanding of retail compliance controls, risk management, and loss prevention * Ability to follow policies, procedures, and regulations * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer- coaching * Experience assessing customer needs and recommending products/services to fulfill those needs * Experience using business acumen to provide financial services consultation to small business customers * Knowledge and understanding of financial services consumer lending products * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and employees Job Expectations: * Ability to work a schedule that may include most Saturdays * Adherence to Wells Fargo sales practices risk management culture * Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required * For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment * State Insurance license(s) are required for this role and must be completed within a specified period * Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (************************************************* provides the MU4R questions and registration required for employment in this position * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards * A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Job Location Address: * 10870 Miromar Outlet Dr, Estero, FL 33928 * 12751 S Cleveland Ave, Fort Myers, FL 33907 Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting. Posting End Date: 10 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.