Customer Service Rep(05091) - 143 West Noble Ave Williston Fl
Finance service representative job in Williston, FL
Job Description
It's more fun with us!
No one likes being bored at work, which is why a Domino's job is all about having fun! That's how we roll. We live to beat the rush and make it possible to make, bake or take pizzas during the hungry hours of the day and night, part or full time. You'll have plenty of time left over for school, hanging with your friends, or whatever. Sound good? Even if you just need a second job for some extra cash, Domino's Pizza is the perfect place for you.
It all starts with you
Domino's Pizza loves Domino's people. Our mission is to recognize, appreciate, value and utilize the unique talents and contributions of all individuals. To create an environment where all team members, because of their differences, can reach their highest potential. In other words, we want you to be yourself, and as a Domino's Customer Service Rep that's exactly what you can be. Our Team Members know their stuff and know how to have a good time. Each store has its own personality, and we reward outstanding pizza making or up selling.
Drive your own career
Being a Domino's Customer Service Rep isn't your average pizza gig. And the way Domino's works, it could be just the beginning. Many of our team members began their careers as CSRs and today are successful Domino's franchise owners. From customer service to management, general manager to franchisee, our stores offer a world of opportunity.
You'll find our Customer Service Representative jobs offer you more. From the first slice of pizza to the last customer you serve, we know how important it is to provide the best training and support. Our people are the reason we're successful today, and why we'll continue to be successful in the future. So it makes sense for us to help you become your very best. We don't drop you in the deep end. Your Domino's Manager or teammate will show you the ropes in-store, so you can hit the ground running without any worries.
Domino's CSR Responsibilities Include: :
· Demonstrating a friendly, positive attitude and great customer service skills
· Taking orders over the phone and in person
· Dealing with customer concerns
· Cash handling
· Upselling
· Making Domino's high quality pizzas
· Food and portion control
· Hygiene and food safety
· Food preparation
· General cleaning duties
Those are the basics, but here's what else you can expect:
General Job Duties
· Operate all equipment
· Stock ingredients from delivery area to storage, work area, walk-in cooler
· Prepare product
· Receive and process telephone orders
· Take inventory and complete associated paperwork
· Clean equipment and facility approximately daily
Communication Skills
· Ability to comprehend and give correct written instructions
· Ability to communicate verbally with customers and co-workers to process orders both over the phone and in person
Essential Functions/Skills
· Ability to add, subtract, multiply, and divide accurately and quickly (may use calculator)
· Must be able to make correct monetary change
· Verbal, writing, and telephone skills to take and process orders
· Motor coordination between eyes and hands/fingers to rapidly and accurately make precise movements with speed
· Ability to enter orders using a computer keyboard or touch screen Pushing
· To move trays which are placed on dollies. A stack of trays on a dolly is approximately 24- 30 and requires a force of up to 7.5 pounds to push
· Trays may also be pulled
Climbing
· Team members must infrequently navigate stairs or climb a ladder to change prices on signs, wash walls, perform maintenance
Stooping/Bending
· Forward bending at the waist is necessary at the pizza assembly station
· Toe room is present, but workers are unable to flex their knees while standing at this station
· Duration of this position is approximately 30 - 45 seconds at one time, repeated continuously during the day
· Forward bending is also present at the front counter and when stocking ingredients
Crouching/Squatting
· Performed occasionally to stock shelves and to clean low areas
Reaching
· Reaching is performed continuously; up, down and forward
Hand Tasks
· Eye-hand coordination is essential; use of hands is continuous during the day
· Frequently activities require use of one or both hands
· Shaping pizza dough requires frequent and forceful use of forearms and wrists
Additional Information
Climbing
· Team members must infrequently navigate stairs or climb a ladder to change prices on signs, wash walls, perform maintenance
Stooping/Bending
· Forward bending at the waist is necessary at the pizza assembly station
· Toe room is present, but workers are unable to flex their knees while standing at this station
· Duration of this position is approximately 30 - 45 seconds at one time, repeated continuously during the day
· Forward bending is also present at the front counter and when stocking ingredients
Crouching/Squatting
· Performed occasionally to stock shelves and to clean low areas
Reaching
· Reaching is performed continuously; up, down and forward
Hand Tasks
· Eye-hand coordination is essential; use of hands is continuous during the day
· Frequently activities require use of one or both hands
· Shaping pizza dough requires frequent and forceful use of forearms and wrists
Part Time Associate Banker Greater Central Florida North (30 hours)
Finance service representative job in Ocala, FL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Customer Service Representative
Finance service representative job in Ocala, FL
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 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.
Auto-ApplyCustomer Service Representative - State Farm Agent Team Member
Finance service representative job in Lake Butler, FL
Job DescriptionBenefits:
Hourly pay plus commission/bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Customer Service Representative - State Farm Agent Team Member with James Buss - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
Banking Associate - Part Time 30hr- Ocala
Finance service representative job in Ocala, FL
Hours:
30
Pay Details:
$22.00 - $27.75 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
High school diploma or GED
1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
Demonstrated Customer Service skills preferred
Ability to work during operating hours to include evenings, weekends and holidays as scheduled
Teller experience preferred
Required to complete Teller training and part 1 of platform training upon hire
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Demonstrated effective problem-solving skills
Demonstrated ability to schedule and prioritize work
Demonstrated ability to work independently and within deadlines
Sound judgment in decision making and problem solving
Proficient in Microsoft Office
Notary License preferred
Customer Accountabilities:
Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
Understands and supports the Bank's customer service strategy
Considers the impact of decisions on the well-being of TD, its customers and stakeholders
Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
Ensures tasks are performed within established policy and procedures
Successfully completes all required job specific, compliance-related training
Understands, utilizes and follows compliance/risk and control programs
Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
Follows policy and procedure for Customer Authentication
Acts as Dual Control agent when required
Follows all required open/close procedures
Employee/Team Accountabilities:
Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
the team
Be an active participant in personal performance and development activities
Acts as a brand champion both internally and externally
Collaborates with team members in contributing to the success of the team and organization
Partners as a team player
Actively seeks opportunities to improve delivery of work with high attention to quality standards
Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
Positively embraces change
Adheres and participates in TD's Shared Commitments
Models quality service at every Customer interaction
Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyCustomer Service Representative - State Farm Agent Team Member
Finance service representative job in Belleview, FL
Job DescriptionBenefits:
Hourly PLUS Commission
401(k)
Bonus based on performance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Customer Service Representative - State Farm Agent Team Member with Bradley Blessing - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist clients with policy changes and updates.
Process insurance claims and follow up with clients.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Strong communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
Banking Associate - Part Time 30hr- Ocala
Finance service representative job in Ocala, FL
Hours: 30 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
* Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
* Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
* Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
* Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
* Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
* Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
* Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
* High school diploma or GED
* 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
* Demonstrated Customer Service skills preferred
* Ability to work during operating hours to include evenings, weekends and holidays as scheduled
* Teller experience preferred
* Required to complete Teller training and part 1 of platform training upon hire
* Strong organization skills to handle multiple tasks in a fast-paced environment
* Excellent communication skills with ability to be concise, clear and consistent
* Demonstrated effective problem-solving skills
* Demonstrated ability to schedule and prioritize work
* Demonstrated ability to work independently and within deadlines
* Sound judgment in decision making and problem solving
* Proficient in Microsoft Office
* Notary License preferred
Customer Accountabilities:
* Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
* Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
* Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
* Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
* Understands and supports the Bank's customer service strategy
* Considers the impact of decisions on the well-being of TD, its customers and stakeholders
* Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
* Ensures tasks are performed within established policy and procedures
* Successfully completes all required job specific, compliance-related training
* Understands, utilizes and follows compliance/risk and control programs
* Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
* Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
* Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
* Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
* Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
* Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
* Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
* Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
* Follows policy and procedure for Customer Authentication
* Acts as Dual Control agent when required
* Follows all required open/close procedures
Employee/Team Accountabilities:
* Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
* the team
* Be an active participant in personal performance and development activities
* Acts as a brand champion both internally and externally
* Collaborates with team members in contributing to the success of the team and organization
* Partners as a team player
* Actively seeks opportunities to improve delivery of work with high attention to quality standards
* Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
* Positively embraces change
* Adheres and participates in TD's Shared Commitments
* Models quality service at every Customer interaction
* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
* May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyCSR - Inbound
Finance service representative job in Ocala, FL
We're looking for a Customer Care Specialist to join our fast-paced call center team in the Ocala, FL area. You'll be the first point of contact - answering questions, resolving issues, and ensuring each customer feels supported and heard. This role is essential to delivering excellent service throughout the mortgage lifecycle.
Schedule: Monday thru Friday, 8-hour shift between 9am & 8pm
Pay: $17+ / hour, DOE
Key Responsibilities of the Customer Care Specialist:
Provide top-tier customer support.
Handle inbound and outbound calls using Five9.
Assist borrowers with payments, account questions, and issue resolution.
Maintain accurate records in FICS' Mortgage service.
Follow all compliance and privacy guidelines.
Meet daily performance goals (call times, quality, customer satisfaction).
Escalate issues when needed with clear documentation.
Support outbound call campaigns and other administrative tasks.
Skills & Qualifications of the Customer Care Specialist:
High school diploma or GED (Associate's or higher preferred)
1-2 years of experience in customer service or a call center (mortgage or financial services preferred)
Strong communication skills and attention to detail
Familiarity with Five9 and/or FICS is a plus
Knowledge of privacy and compliance rules (FDCPA, etc.)
Professional, calm, and empathetic under pressure
Tech Skills:
Proficient in Microsoft Office (Word, Excel, etc.)
Comfortable with typical office and call center equipment
Physical Requirements:
Able to sit and work at a computer for extended periods
Clear speaking voice and hearing
Lift up to 10 lbs occasionally
This is a Temp-to-Hire position and the client offers benefits once Hired In.
This is a drug-free workplace. All candidates must be able to pass a pre-employment drug screen and be willing to submit to a national background check.
If you're interested in this position, please apply with a complete resume and work history.
Medical Equipment Setup, CSR
Finance service representative job in Ocala, FL
This employee will set up CPAPs, Respiratory Assist Devices (RADs), maintain CPAP/RAD Compliance, manage CPAP/RAD supplies/inquiries/orders, call md INR missed appointments, manage Oximetry process, and complete all other tasks assigned/related to the functionality of the center.
Job Responsibilities:
Performs CPAP/RAD setups in a timely and professional manner
May also perform setup of oxygen equipment and other DME in patients' homes as well
This includes completion of all required documentation, instructs patient on the safe and proper use of equipment
Cleans rental equipment when returned to the center, in accordance with policies and procedures
Maintain cleanliness and organization of warehouse/storage area
Monitors CPAP/RAD Compliance report and follows up with non-compliant patients
Receives and responds to patient requests for CPAP/RAD supplies, including insurance verification, confirmation of the specific supplies needed, and arranging for them to be shipped to the patient
Monitors md INR Compliance report and follows up with non-compliant patients
Manage the center's oximetry process
Follows applicable policies and procedures of the company, including those in the Safety & Regulatory Manual including but not limited to General Safety, OSHA, and Emergency Planning
Responsible for participating in on-call responsibilities for the center
The frequency of participation will depend on the size of the center and the number of employees sharing the responsibility
Represents the company through professional personal appearance, patient care activities
May serve as a backup to other employees for vacation, illness, or other periods of absenteeism
Requires use of personal vehicle and a valid driver's license
#DD
Medical Equipment Setup, CSR
Finance service representative job in Ocala, FL
This employee will set up CPAPs, Respiratory Assist Devices (RADs), maintain CPAP/RAD Compliance, manage CPAP/RAD supplies/inquiries/orders, call md INR missed appointments, manage Oximetry process, and complete all other tasks assigned/related to the functionality of the center.
Job Responsibilities:
Performs CPAP/RAD setups in a timely and professional manner
May also perform setup of oxygen equipment and other DME in patients' homes as well
This includes completion of all required documentation, instructs patient on the safe and proper use of equipment
Cleans rental equipment when returned to the center, in accordance with policies and procedures
Maintain cleanliness and organization of warehouse/storage area
Monitors CPAP/RAD Compliance report and follows up with non-compliant patients
Receives and responds to patient requests for CPAP/RAD supplies, including insurance verification, confirmation of the specific supplies needed, and arranging for them to be shipped to the patient
Monitors md INR Compliance report and follows up with non-compliant patients
Manage the center's oximetry process
Follows applicable policies and procedures of the company, including those in the Safety & Regulatory Manual including but not limited to General Safety, OSHA, and Emergency Planning
Responsible for participating in on-call responsibilities for the center
The frequency of participation will depend on the size of the center and the number of employees sharing the responsibility
Represents the company through professional personal appearance, patient care activities
May serve as a backup to other employees for vacation, illness, or other periods of absenteeism
Requires use of personal vehicle and a valid driver's license
#DD
Collision CSR
Finance service representative job in Ocala, FL
Job Purpose
Act as the first and last positive impression to all customers and guests.
To process and collect all outstanding accounts receivable for the body shop department.
To process to the maximum all small claims issues for the body shop department.
About Us:
Jenkins Auto Group, founded by Don Jenkins in 1998, is an industry-leading automotive retailer based in Ocala, FL. With over 1,300 employees representing 17 automotive brands, we offer new and pre-owned vehicles, financing, warranties, automobile parts, accessories, service, and body repair. Our commitment is to provide customers with an outstanding automotive experience delivered with professionalism, integrity, and enthusiasm. At Jenkins Auto Group, we believe in promoting growth and upholding our forward trajectory through great people, high standards, and best practices, recognizing that our team is integral to our success.
Job Profile
Professional attitude and appearance.
Excellent customer contact skills tactful and firmly.
Excellent verbal, writing and interpersonal skills.
Excellent organizational skills and attention to detail.
Team player, positive attitude, self-motivated, able to manage, organize, and prioritize time.
Prior experience in an auto dealership preferred. Prior experience, with accounts receivable or any administrative position.
Working knowledge or trainable in automotive retail center computer systems (R&R computer systems preferred). Proficient in the use of common PC applications such as Excel and Word. And experience with 10 keys.
Working Relationship
Report to the JENKINS Center Manager.
Work cooperatively and effectively with all departments and employees.
Customer Responsibilities
Make customers feel welcome by greeting them in a friendly and courteous way and directing them to their desired destinations.
Ensure that customers enjoy their shopping and buying experience by providing a courteous and friendly environment.
Ability to handle customers with outstanding balances firmly and tactfully.
Resolve difficult matters in a diplomatically approached.
Contribute to team effort and JENKINS customer-centered service philosophy.
Transaction Responsibilities
Perform accounts receivable functions accurately and on time by actively listening and carefully following instructions and procedures.
Tasks include:
Assist with answering incoming calls with standard greeting.
Set up appointments for estimates.
Provide information to insurance company and customers when requested by faxing estimates, invoices, tow bills and other sublets.
Process and collect all accounts receivable.
Work closely with estimators and insurance adjusters to process all claims paid according to COD company policy.
Process and collect all payments (cash, checks, credit cards, atm etc.) by stamping RO'S and initialing.
Close daily all body shop repair orders by following company COD policy.
Post timecards and prepare them for payroll by checking overtime, shop-time, un-accounted time and inform office and body shop manager.
Distribute all body shop warranty repairs to warranty department.
Process body shop deposit by entering payment info in comment area in the RO, write repair order # on check, stamp back of the check with JENKINS Beavercreek deposit stamp and make necessaries copies for body shop files.
Inform all body shop estimators of unknown checks received via e-mail, by telephone, and by placing a copy of the check in their in box.
Process and mail all body shop authorized refunds to customers and insurance company.
Process and post all body shop purchase orders and obtain necessary authorization and information such as repair order #, customer name, etc.
Attach purchase orders to the invoices, code them with invoices # and bring them to accounts payable person in the business office.
Post all sublets to repair orders online number six.
Keep track of receivables by estimator and provide report to office and body shop manager.
Review all open RO'S and inform the body shop and office manager of any RO that is open, and vehicle is no longer in company lot.
Review with office manager accounts receivables schedule.
Mail and monitor on a monthly basis parts invoices rebate.
Meet with body shop and office manager to review direct pay insurance and customers discrepancies on customer repairs.
Commence the process for non-collectable outstanding balances for proper documentation to present in small claims court by pulling paperwork needed it to review with corresponding manager and office manager. To send certify letter, file small claims and hire proper serving of documentation to defendant
Auto-ApplyCustomer Service Representative - State Farm Agent Team Member
Finance service representative job in Ocala, FL
Job DescriptionBenefits:
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Customer Service Representative - State Farm Agent Team Member with Jeff Duval - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
CSR
Finance service representative job in Ocala, FL
Job Description
Hiring Immediately! As a team member at Pizza Hut, it's your job to help make hungry people happy as a cook, CSR, or production person. We offer flexible schedules to meet your needs in a great environment! Pizza Hut could be the right next step for you!
We're looking for people who love serving customers, have experience in the restaurant industry and who want to be part of a large restaurant franchise! If you want to build a great career while providing fast, fun and friendly service to our customers, Pizza Hut is the perfect place to learn, grow and succeed!
May be eligible for benefits and vacation based on hours worked.
Must be at least 16 years of age.
Hourly compensation depends on experience
Ability to work nights and weekends preferred
Benefits
Medical/Dental/Vision Insurance after one year averaging 30 hours or more
One week paid vacation after one year averaging 30 hours or more
Company-paid GED Program
Employee Assistance Program
401(K) available after 6 months, must be 20.5 years old. Enrollment in January
Career Advancement Opportunities
Customer Service Representative - State Farm Agent Team Member
Finance service representative job in Ocala, FL
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Hourly pay plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my agency
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Private Client Banker - Fleming Island - Fleming, Island FL
Finance service representative job in Fleming Island, FL
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-ApplyCustomer Service Representative
Finance service representative job in Chiefland, FL
Job DescriptionIf you have a passion for helping others and enjoy interacting with the general public, FYZICAL, the leading physical therapy company in the country, has a Customer Service Representative opening in Chiefland, FL, that is a perfect fit for you!
As the first and last person our amazing clients see when they enter and leave our cutting-edge facility, your role as Customer Service Representative is central to our daily operations. Here, you will join a champion team that works together to help grateful patients get back to the lives they love. We are committed to changing the PT industry by creating non-traditional, individualized treatment plans and want you along on that important journey. As part of the FYZICAL family, you can take advantage of advancement opportunities, state-of-the-art technology and grow your career under a practice leader who is fully invested in you.
This excellent opportunity will not last long! Apply for FYZICAL's Customer Service Representative job opening today!
Are you looking to join an innovative company where you can establish yourself and advance your career as part of a top-rated team? If so, you should consider our Customer Service Representative position in Chiefland, FL!
We are an innovative physical therapy facility that bypasses traditional approaches to care. We work together, using the most modern technology and cutting-edge tools to provide our patients with the individualized care they need and deserve. As our Customer Service Representative, you will enjoy the easy flow of a supportive team that succeeds together. You also will have the chance to access our unparalleled continuing education opportunities, opening the door to further career growth.
Start down your exciting career path today by applying for our Customer Service Representative job opening!Responsibilities
Handle patient scheduling, appointments, multi-phone line
Gather new patient data; keep track of all patient referrals
Disseminate information to patients; act as a go-between for patients and physicians
Send and keep a log of all reports sent to doctors
Collect all payments; insurance verification
Collect/open mail; distribute mail to proper areas/people
Send benefits paperwork to billing companies
Handle all scheduling and ensuing communication
Answer phones, act as a patient liaison, answer any questions from potential or current patients
Schedule patients; coordinate evaluations, re-evaluations, appointment reminders and cancellations
Collect new patient intake information; track all clinic referrals
Fax reports to physicians; keep a log of incoming reports
Verify Insurance and track insurance-covered visits; take copayments
Check mail; keep track of Explanation of Benefits sent from mail and fax to billing company
Communicate with the office manager and clinicians about scheduling/patient arrival
Required Skills
High school diploma or equivalent
Valid driver's license and reliable transportation
Great communicator and multitasker, detail-oriented
Positive attitude, good work ethic, integrity and empathetic toward people that are in pain
H.S. graduate or GED certificate
Up-to-date DL and a dependable vehicle
Excellent at handling details, communicating and multitasking
Great demeanor, strong integrity and compassion
Member Service Representative
Finance service representative job in Gainesville, FL
Job Details Butler Plaza - Gainesville, FL Full TimeDescription
Join Our Team at Florida Credit Union - Where Your Future Shines Bright!
About Us:
At Florida Credit Union, our mission is clear: to enhance the lives of our Florida neighbors through exceptional financial services. When you become a part of our team, you're not just starting a new job; you're joining a vibrant community dedicated to making a positive impact. We pride ourselves on fostering a dynamic, collaborative work environment where every team member is valued and supported.
Why You'll Love Working with Us:
Dynamic Team Environment: Work in a supportive and collaborative atmosphere where your ideas and contributions are valued.
Extensive Training: Receive comprehensive training to ensure you're set up for success from day one.
Exceptional Benefits: Enjoy a competitive benefits package designed with your well-being in mind.
Career Growth: Explore numerous opportunities for professional development and advancement within our organization.
Position Overview:
Are you a motivated individual who thrives on helping others and finding creative financial solutions? As our Member Service Representative, you'll be the go-to person for our members' financial needs, offering personalized solutions while adhering to our credit union's policies and goals.
Your Key Responsibilities:
Conduct engaging loan interviews and gather essential credit history to tailor financial solutions to our members' needs.
Assess loan applications by evaluating assets, liabilities, and credit experiences, and guide members through our loan procedures.
Clearly communicate loan alternatives, credit criteria, and documentation to ensure members feel informed and confident.
Cross-sell additional credit union services and provide expert advice to enhance members' financial well-being.
Process a range of financial services, including membership applications, checking accounts, IRAs, and more.
Address member inquiries and resolve any issues, ensuring accuracy and compliance with all regulations.
Adhere to OFAC and Bank Secrecy Act requirements to maintain the highest standards of compliance.
What We're Looking For:
A high school diploma or GED combined with 1-3 years of related experience, or an equivalent mix of education and hands-on experience.
A current driver's license.
Ready to Make a Difference?
If you're passionate about supporting your community and eager to grow your career with a team that truly cares, we want to hear from you! Apply today and take the first step towards a rewarding career with Florida Credit Union.
Become a vital part of our mission to support and uplift our members - apply now!
Member Engagement Representative, Frank Deluca YMCA Family Center
Finance service representative job in Ocala, FL
The Member Engagement Representative is the welcoming face of the YMCA, responsible for safe and consistent access control, high-impact member engagement, and membership growth. This role conducts cause-driven tours, guides prospective members through enrollment, and delivers an exceptional onboarding experience so every new member feels a strong sense of belonging from day one. By proactively connecting members to programs and services aligned to their goals, accurately maintaining records in YMCA systems, and achieving individual and team sales metrics. The Member Engagement Representative helps drive membership acquisitions and first impressions to advance the YMCA's mission and strengthens community impact.
Our Culture
Our mission and core values are brought to life by our culture. In the Y, we strive to live our cause of strengthening communities with purpose and intentionality every day. We are welcoming: we are open to all. We are a place where you can belong and become. We are genuine: we value you and embrace your individuality. We are hopeful: we believe in you and your potential to become a catalyst in the world. We are nurturing: we support you in your journey to develop your full potential. We are determined: above all else, we are on a relentless quest to make our community stronger beginning with you. We are the Y.
Job Responsibilities
Ensure appropriate procedures are followed for all member and guest/visitor access control, requiring all individuals check in appropriately and follow established YMCA policies.
Actively engage with members while providing friendly, helpful, and solution-oriented support that connects back to YMCA service and program offerings.
Support new members through the onboarding process, ensuring they feel welcomed, informed, and connected to programs that match the member's personalized goals.
Partner with membership and program staff to connect members to YMCA offerings, promoting engagement across wellness, aquatics, youth, and community programs.
Conduct cause-driven tours that showcase the YMCA's facilities, programs, and community impact, with the goal of driving membership enrollment.
Proactively promote membership sales by identifying individual/family needs and clearly communicating the value of YMCA membership.
Meet established assigned sales metrics and performance goals related to membership acquisition and retention.
Attend all required trainings and stay current with certifications, compliance requirements, and professional development expectations.
Escalates unresolved issues to the Member Engagement Coordinator and/or Supervisor.
Handle sensitive and protected member information in alignment with YMCA policies and the Employee Handbook.
Maintain a professional appearance at all times in accordance with YMCA dress code standards.
Represent the YMCA's mission and core values through professional conduct, a positive presence, and consistent delivery of excellent service standards.
Requirements
High School Graduate or equivalent required.
Minimum one year of experience in sales, customer service, or relationship management preferred.
Proficiency with computer systems and data entry; experience with CRM or membership management software a plus.
Strong interpersonal and communication skills, with the ability to inspire confidence and build relationships quickly.
Comfortable engaging with individuals, families, and diverse communities in a positive and approachable manner.
Work Environment & Physical Demands
Must be willing to work a flexible schedule, which may include weekends and holidays as needed.
Must be willing to work an on-call schedule rotation as required.
The noise level in the work environment is usually moderate to loud.
The physical activities of this position include: stooping, kneeling, crouching, reaching, standing, walking, pushing, pulling, lifting, grasping, feeling, and repetitive motions. Talking is required for expressing or exchanging ideas by means of the spoken word. Hearing is required to perceive information at normal spoken word levels, with or without correction.
Required to sit or stand for extended periods of time while demonstrating manual dexterity in order to accurately work on the phone, computer keyboard, and other equipment.
The employee must be able to perform light work: exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
The employee is required to have close visual acuity, along with the visual acuity to determine the accuracy, neatness, and thoroughness of the work assigned, preparing and analyzing data and figures, transcribing, viewing a computer screen, extensive reading, or to make general observations of facilities or structures.
Must possess auditory and verbal capabilities in order to adequately communicate in person, via phone, and through electronic communication platforms.
The employee is not substantially exposed to adverse environmental conditions.
Disclaimers
Must complete successful background screening, which includes criminal and employment verification. Some positions may additionally require a successful credit check screening.
All of the above duties and responsibilities are essential job functions subject to reasonable accommodation. The YMCA promotes an equal employment opportunity work place which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Please see your manager should you have any questions about this policy or these job duties.
This may not be all-inclusive and employees are expected to perform all other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Part Time Associate Banker Greater Central Florida North (30 hours)
Finance service representative job in Ocala, FL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyMember Service Representative
Finance service representative job in Ocala, FL
Job Details Silver Springs - Ocala, FL Full TimeDescription
Join Our Team at Florida Credit Union - Where Your Future Shines Bright!
About Us:
At Florida Credit Union, our mission is clear: to enhance the lives of our Florida neighbors through exceptional financial services. When you become a part of our team, you're not just starting a new job; you're joining a vibrant community dedicated to making a positive impact. We pride ourselves on fostering a dynamic, collaborative work environment where every team member is valued and supported.
Why You'll Love Working with Us:
Dynamic Team Environment: Work in a supportive and collaborative atmosphere where your ideas and contributions are valued.
Extensive Training: Receive comprehensive training to ensure you're set up for success from day one.
Exceptional Benefits: Enjoy a competitive benefits package designed with your well-being in mind.
Career Growth: Explore numerous opportunities for professional development and advancement within our organization.
Position Overview:
Are you a motivated individual who thrives on helping others and finding creative financial solutions? As our Member Service Representative, you'll be the go-to person for our members' financial needs, offering personalized solutions while adhering to our credit union's policies and goals.
Your Key Responsibilities:
Conduct engaging loan interviews and gather essential credit history to tailor financial solutions to our members' needs.
Assess loan applications by evaluating assets, liabilities, and credit experiences, and guide members through our loan procedures.
Clearly communicate loan alternatives, credit criteria, and documentation to ensure members feel informed and confident.
Cross-sell additional credit union services and provide expert advice to enhance members' financial well-being.
Process a range of financial services, including membership applications, checking accounts, IRAs, and more.
Address member inquiries and resolve any issues, ensuring accuracy and compliance with all regulations.
Adhere to OFAC and Bank Secrecy Act requirements to maintain the highest standards of compliance.
What We're Looking For:
A high school diploma or GED combined with 1-3 years of related experience, or an equivalent mix of education and hands-on experience.
A current driver's license.
Ready to Make a Difference?
If you're passionate about supporting your community and eager to grow your career with a team that truly cares, we want to hear from you! Apply today and take the first step towards a rewarding career with Florida Credit Union.
Become a vital part of our mission to support and uplift our members - apply now!