Finance service representative jobs in Kenner, LA - 868 jobs
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Insurance Customer Service Representative
Insight Global
Finance service representative job in New Orleans, LA
Must Haves:
• 2-5 years of Customer Service/Client services experience
• 1 year of Personal Insurance experience is mandatory
• Associate degree or equivalent education, or one to three years of related experience/training in sales, insurance, or customer service.
• Proficiency in Microsoft Office with applied knowledge of Policy Management System (s) i.e. TAMS.Epic etc. and insurance quoting websites preferred.
• Ability to travel, as needed, to support client relationships, sales initiatives, or business requirements.
Plusses:
• EPIC experience preferred.
• Property & Casualty (P&C) Licensed.
• Active Property & Casualty Agent's license
Day-to-Day:
Insight Global is seeking a Personal Lines Insurance Processor to manage all aspects of new and renewal personal insurance business while delivering exceptional customer service. You will maintain accurate recordkeeping of all policy information, quote and write new business, and support the retention of the existing book of business. In this role, you will ensure clients' insurance needs are handled with accuracy and care, helping protect what matters most to them.
Your responsibilities as the Personal Lines Insurance Processor will include:
• Review daily carrier reports, monitor policy status, and resolve discrepancies to ensure continuous and accurate coverage.
• Serve as the primary liaison with clients, mortgage companies, and carriers to coordinate documents, payments, and policy updates.
• Prepare and send renewal quotes and invoices, process client payments, and maintain accurate bookkeeping records.
• Assist clients with coverage options, basic claims inquiries, and quote comparisons while providing responsive customer service.
• Maintain organized records, support office operations, and contribute to process improvements and team initiatives
• Process payments; Process late-payment and cancellation notices, as well as payment-received notices into EPIC.
$24k-32k yearly est. 3d ago
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SBA Banker
Renasant Bank 4.3
Finance service representative job in New Orleans, LA
Job ID 2025-14882
The SBA Banker is responsible for generating SBA loan opportunities and driving them through Renasant's SBA loan process. The SBA Banker works with management, underwriting, closing and portfolio management staff to balance the highest levels of client service, SBA and regulatory compliance and the Bank's growth and income goals. The SBA Banker may be assigned to a geographical territory.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Develop new business opportunities that generate SBA loans (primarily SBA 7a program) and the various other ancillary Bank products required by SBA borrowers
Maintain knowledge of Bank loan and deposit products
Maintain thorough understanding of and adherence to the SBA SOP and the Bank's credit underwriting and closing policies and processes
Maintain effective working relationships with associates across department lines, particularly commercial bankers in the assigned footprint
Understand credit risk and be able to properly structure, evaluate, discuss and mitigate risk in a relationship
Present SBA loan requests and relevant considerations to credit team in an effort to screen and determine the Bank's appetite for the request
Perform basic analytical and financial analysis
Represent Renasant Bank in community activities
Attend and participate in all required Bank and Department meetings
Perform other related duties as assigned
Qualifications
The ideal candidate will possess the following traits:
Credit first approach to loan origination
Advanced problem solving skills along with a team orientation
Energetic, ambitious, entrepreneurial approach to business development
Trusted advisor to clients, ability to relate to borrowers with varying levels of sophistication
Ability to cultivate, teach and develop internal and external referral sources
Advanced organization and communication capabilities
Minimum:
A high school diploma or equivalent
Previous credit or lending background and skills
Display professional interpersonal, verbal and written communication skills
Working (intermediate) knowledge of MS Word, Excel and Outlook
Technical knowledge and proficiency to handle the activities and responsibilities of job
Fluency in credit criteria and loan structure requirements
2 years of experience in a financial sales role
Client service orientation
Preferred:
Bachelor's degree
Commercial loan underwriting and account/relationship management experience
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$38k-66k yearly est. 1d ago
Financial Service Representative l - Jefferson Financial FCU Lapalco 4924
Keesler Federal Career 4.5
Finance service representative job in Marrero, LA
JOIN THE EXTRAORDINARY TEAM AT JEFFERSON FINANCIAL FCU A DIVISION OF KEESLER FEDERAL CREDIT UNION
Travel may be required during training. Additional details will be discussed during the interview.
EXTRAORDINARY BENEFITS:
Medical, dental, and vision insurance
Short Term & Long Term Disability Benefits
Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses
Employee and Dependent Life Insurance
401(k) Retirement Plan with 100% match on the first 5% contributed by you
Paid Leave
11 Paid Holidays
Tuition Reimbursement
Competitive Scholarships
EAP (Employee Assistance Program)
WE CURRENTLY DO NOT SPONSOR WORK RELATED VISAS
Position: FinancialServicesRepresentative I (FSR I)
Department: Retail Operations
Reports To: Branch Manager
FLSA: Non-Exempt
SUMMARY
Under general supervision, but following established policies and procedures, is responsible for creating, opening, and processing new consumer & business member accounts and cross selling services to members. Explains products' and/or services' value, benefits, features, rates and fees to members. Using the AIDINC process as outlined in The Member Advantage (TMA) training, is responsible for conducting a high quality interview with members and potential members to satisfy their needs. Through the use of the Opening Act (OA) system, creates membership, new account, and deposit services in Symitar. Also uses Opening Act to build and submit loan applications to Central Lending Decision Makers for a decision. If an application is immediately approved by the system, (under the guidance of the Branch Manager, Assistant Branch Manager, or Loan Officer), takes steps to disburse the loan. Represents the credit union in a professional, friendly, courteous manner. Gives prompt, efficient, and accurate service in the processing of all transactions. Stays current with credit union membership requirements, deposit products, services, loan products, and marketing campaigns.
ESSENTIAL FUNCTIONS
Using Opening Act and/or Symitar, opens and processes required documentation for all types of consumer & business deposit accounts including individual retirement accounts and certificates of deposit.
Orders and statuses ATM and Debit cards through Card Creation Wizard or utilizes Card@Once to provide members with ATM and Debit cards instantly. Handles ATM and Debit card disputes and fraud disputes.
Conducts quality interviews with members using the AIDINC system to meet member needs through credit union products and services.
Within the scope of an FSR I authority, accepts deposits and payments and performs withdrawals or loan advances. These transactions are performed on a variety of transaction and savings products as well as a variety of loan types, including credit cards. At the conclusion of a member interaction, reads back members' receipts in order to verify and finalize the accuracy of the transaction.
Within the scope of an FSRI authority, maintains control of cash by double counting all cash received and disbursed, or being diligent as the 2
nd
party in any dual control procedure.
In opening new accounts, verifies checks for deposit are made payable to parties presenting them for negotiation, properly endorsed, and deposited in accordance with credit union policy, for new accounts and, if applicable, Reg CC. A determination of collectability based on the actual check and the member presenting the item may require an extended hold. Utilizes True Checks within prescribed guidelines.
Provides account information such as current balances, transaction history, dates & amounts of deposits and loan pay-offs (excluding business loans), only for the member account owner(s) for consumer & business accounts.
Works to resolve members' concerns, complaints, discrepancies, and problems through use of available resources, effective use of KFCU computer systems and product knowledge. Refers problems through the chain-of-command for resolution. Utilizes the Synapsys CRM to effectively track member concerns.
Uses Opening Act system and the AIDINC process to complete quality consumer & business loan applications over the phone or in person. The goal of the loan application interview is to meet member needs and minimize pending applications.
Routes the loan applications and any supporting documentation to Central Lending Decision Makers for disposition via Opening Act Priority 1 or Priority 2 queue.
In the event of a declined loan, the FSR I clearly communicates the decision and how it was determined to the member in a positive and tactful manner. The FSR I should be able to advise the borrower(s) on proactive steps they can take to hopefully improve their prospects on their next application or improve their credit score.
Upon loan approval, disburses the loan in accordance with guidelines and procedures. Ensures that all paperwork and documents for closure of loan are correctly completed. The goal in loan closing is to ensure that the member and KFCU are fully protected. It is imperative that any collateral offered for security has KFCU listed as lienholder, the member is aware of their requirement to maintain collateral insurance, and the terms to avoid defalcation are fully understood by the borrower(s).
Like a concierge and utilizing TMA behavioral styles as a guide, provides insightful guidance and assists members through the process of opening deposit accounts, loans and other services using the AIDINC process.
Consistent with the view that Sales is Service and Service is Sales, strives to exceed the goals set by the credit union with regard to member service and sales of all products and services offered by the credit union.
Upholds all member information in the strictest confidence.
Accurately interprets the Fair Credit Reporting Act as it applies to credit union loans.
Completes, with an acceptable grade, all training for this position as directed by management and actively participates in training classes.
In support of marketing campaigns such as Auto Loan Refinance or new member onboarding, makes outbound phone calls to contact members in regards to products or services for which the member qualifies. Effectively uses TMA skills to open new products and services for membership.
Maintains proficiency in Symitar, COWWW, Synergy, Synapsys CRM, Outlook, Microsoft Office, Opening Act and any other computer systems necessary to perform the job satisfactorily.
Responsible for compliance with all Federal regulations including Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Red Flag Program and REG CC.
Utilizes The Member Advantage AIDINC system to identify potential member (internal or external) service needs which can be met through the sale of credit union products and services, or adherence to the department's policy and procedures. This can be affected through direct sale and in many cases referral to another team member. Effective use of the Synapsys CRM to create, monitor, and manage sales and referrals is required for consumer & business accounts.
Provides merchant referrals directly to the merchant for business accounts.
Other Duties and Responsibilities:
Maintains branch office equipment and supplies necessary to keep office working efficiently.
Assists in balancing the ATM as directed by the Branch Manager or Assistant Branch Manager.
Assists in the balancing of Night Depository as directed by the Branch Manager or Assistant Branch Manager.
Miscellaneous duties as assigned.
KNOWLEDGE & SKILLS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
A high school education or GED.
Community college coursework is desired.
Experience and Other Requirements:
One year to three years of similar or related experience.
Completion of Lending Class, New Accounts training, and Teller training through the KFCU Training Department required.
Must possess ability to operate computer terminal, computer printers, calculator, fax machine, copier, telephone, fax machine, currency counter, and copier with accuracy and attention to detail.
Must possess and exhibit an outgoing personality, helpful member service attitude and an ability to sell credit union products and services.
Must possess strong basic math skills, accuracy and attention to detail
Must demonstrate an ability to understand and implement changing policies and procedures.
Must be knowledgeable of teller transactions relevant to the position.
Must maintain confidentiality and dependability.
Exceptional oral and written communication skills required.
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Computer Skills:
Extensive use of personal PC required.
Must be proficient in Microsoft Word, Excel, as well as use of internet and e-mail.
Must be able to navigate the internet to search for data and be able to complete online forms.
Somewhat knowledgeable of emerging computer technology, such as mobile devices, imaging technology, and social media.
Must be familiar with home banking and bill paying services.
Certificates, Licenses and Registrations:
Must actively participate in and successfully complete The Member Advantage (TMA) training within 9 months of employment.
Must actively participate in and successfully complete TMA Annual Accelerator training classes.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, stand, and walk; use hands to finger, handle, feel or grasp; reach with hands and arms; and talk or hear. The employee is frequently required to kneel, crouch, or stoop. The employee is occasionally required to lift and/or move 25-50 pounds.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Extensive use of desktop computer is required. The noise level is that of a normal office environment.
DECLARATION: The human resources department retains the sole rights and discretion to make changes to this job description.
#HPIND
$24k-28k yearly est. 60d+ ago
Inside Sales/Customer Service Sales Rep (New Orleans)
Crescent Crown Distributing 4.5
Finance service representative job in New Orleans, LA
Responsible for providing customer support, selling to and servicing existing CCD accounts via telephone by performing the following duties.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Answer phone in a timely manner and enter information into database.
Respond to customer requests and take appropriate action as needed.
Responsible for calling on assigned accounts on scheduled call days and notifying supervisor of any off day deliveries.
Notify supervisor of account changes as they pertain to call day, delivery day and hours of operation.
Update supervisor on competitive information in designated territory.
Responsible for executing priorities and objectives and other goals.
Responsible for ensuring product freshness in assigned territory according to CCD quality standards.
Responsible for maintaining a professional image at all times.
Maintain knowledge of products, company policies, pricing structures and methods of delivery in order to provide technically accurate solutions to inquiries.
Maintain a safe working environment in designated territory.
Must have ability to show up on time and ready to work scheduled shifts.
Competency: To perform the job successfully, an individual should demonstrate the following competencies:
Problem Solving - Identifies and resolves problems in a timely manner; Develops alternative solutions.
Technical Skills - Pursues training and development opportunities.
Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Meets commitments.
Interpersonal - Remains open to others' ideas and tries new things.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Demonstrates group presentation skills; Participates in meetings.
Team Work - Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone's efforts to succeed; Recognizes accomplishments of other team members.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively; Able to read and interpret written information.
Business Acumen - Understands business implications of decisions; Demonstrates knowledge of market and competition;
Organizational Support - Follows policies and procedures; Supports organization's goals and values.
Adaptability - Adapts to changes in the work environment.
Attendance/Punctuality - Is consistently at work and on time.
Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions.
Initiative - Takes independent actions and calculated risks; Looks for and takes advantage of opportunities.
Innovation - Meets challenges with resourcefulness.
Motivation - Measures self against standard of excellence.
Planning/Organizing - Prioritizes and plans work activities; Develops realistic action plans.
Professionalism - Treats others with respect and consideration regardless of their status or position.
Quality - Demonstrates accuracy and thoroughness.
Quantity - Strives to increase productivity.
Safety and Security - Observes all safety and security procedures.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience: Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.
Language Ability: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Math Ability: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, and volume. Ability to apply concepts of basic algebra.
Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Computer Skills: To perform this job successfully, an individual should have knowledge of Word Processing software; Spreadsheet software; Inventory software and Order processing systems.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.
The employee is frequently required to sit.
At Crescent Crown, you are not an independent contractor, you are a W2 employee and receive all associated perks such as an Employee Referral Bonus Program, benefits, 401K, access to company events, advancement opportunities and more!
Bi-weekly pay!
The above statements are intended to describe the general nature and level of the work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required for this position. An employment application will only be considered active for 30 days.
Additional Notes:
If applicable, candidates for this position may be subject to the successful completion of pre-employment criminal background and drug/alcohol history, employment/education verification, reference checks and post-offer physical examination and drug/alcohol screening in accordance with the Company's hiring process and substance abuse policies.
Crescent Crown Distributing, LLC
is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, veteran status or status as a qualified individual with disability.
$25k-32k yearly est. 10d ago
Part Time (30 Hours) Associate Banker, Kenner Branch, Kenner, LA Bilingual Spanish Required
JPMC
Finance service representative job in Kenner, LA
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.
Reading and speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$40k-83k yearly est. Auto-Apply 60d+ ago
Commercial and Private Banking Associate
Resource Bank 4.2
Finance service representative job in Metairie, LA
RESOURCE BANK
Commercial and Private Banking Associate
This position reports to the Commercial and Private Banking Officer and is responsible for servicing the needs of the Commercial and Private Banking clients as well as assisting others in the department.
Essential Functions:
Maintain customer confidentiality at all times.
Provide departmental coverage as it relates to phone and walk-in clients to assist with banking and loan needs.
Manage daily overdrafts for department and make recommendations to officer for disposition.
Assist clients in opening new accounts, and identify sales opportunities for other banking products and services, based on client needs.
Be well versed on all banking products to answer client questions, and explain available services.
Contact clients with maturing CD's to ensure retention.
Adhere to all bank policies and compliance standards.
Collect and compile financial information from clients in anticipation of loan renewals or exception clearing. Obtain financial information in a timely manner, as determined by departmental workflow schedule.
Assist others in department with workflow as deemed appropriate by Manager.
Investigate electronic banking issues and provide assistance, if possible or refer to appropriate bank personnel for correction.
Run credit reports.
Assist with the preparation of all materials needed to initiate lending transaction.
Have a basic understanding of financial statements and tax returns to interpret and compile financial information for loan underwriting.
Prepare all documents necessary to facilitate loan closings. (pre-closing and post-closing). Attend loan closings as needed.
Assist in the monitoring of matured and past due loans.
All other duties as assigned.
Skills and Abilities:
Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Speaking - Talking to others to convey information effectively.
Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
Mathematics - Using mathematics to solve problems.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Ability to multitask.
Ability to work independently.
Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
Team Skills - strong ability to work in a team environment and reach goals collectively.
Competencies:
Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression - The ability to communicate information and ideas in speaking so others will understand.
Speech Clarity - The ability to speak clearly so others can understand you.
Speech Recognition - The ability to identify and understand the speech of another person.
Near Vision - The ability to see details at close range (within a few feet of the observer).
Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Advancement Oriented - The willingness to learn and advance skills through education and training sessions.
Working Conditions:
The work for this position is conducted in an office environment and the requirement for travel is limited. Travel for training and meetings may be required from time to time. This position may require some work on Saturdays and extended hours as work load and deadlines dictate.
Experience and Education:
High School Diploma (or GED or High School Equivalence Certificate) and over 2 years of banking (branch) experience. Lending/Loan experience is preferred.
Resource Bank strives to be the employer of choice - EEO\Minority\Female\Vets\Disabled
View all jobs at this company
$45k-83k yearly est. 7d ago
Representative - Customer Service
Wesco 4.6
Finance service representative job in Metairie, LA
As a Representative - Customer Service, you will respond to customer inquiries by telephone, e-mail and/or walk-ins to provide inquiry or problem resolution. You will resolve mostly routine and some non-routine, more complex problems and communicates solution or requested information to the customer. You will analyze a customer's service needs and refer to other service or technical departments for follow up as needed.
**Responsibilities:**
+ Support customer base by answering questions, concerns, account inquiries as well as handling customer complaints.
+ Process payments for cash account customers.
+ Research and resolve customer problems, acting as the customer liaison between other departments when necessary.
+ Back-up support to sales counter with walk in and telephone inquiries.
**Qualifications:**
+ High School Degree or Equivalent required
+ Associates' Degree (U.S.)/College Diploma (Canada) preferred
+ 2-4 years of relevant experience
+ Solid interpersonal skills that allow one to work effectively in a diverse working environment
+ Able to effectively communicate both verbally and in writing
+ Able to work well under pressure
+ Strong attention to detail
+ Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times
+ Computer literate, including effective working skills of MS Word, Excel, and e-mail
\#LI-JB1
At Wesco, we build, connect, power and protect the world. As a leading provider of business-to-business distribution, logistics services and supply chain solutions, we create a world that you can depend on.
Our Company's greatest asset is our people. Wesco is committed to fostering a workplace where every individual is respected, valued, and empowered to succeed. We promote a culture that is grounded in teamwork and respect. With a workforce of over 20,000 people worldwide, we embrace the unique perspectives each person brings. Through comprehensive benefits (**************************************************************************** and active community engagement, we create an environment where every team member has the opportunity to thrive.
Learn more about Working at Wesco here (******************************************************************* and apply online today!
Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 company.
_Wesco International, Inc., including its subsidiaries and affiliates ("Wesco") provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity Employer. _
_Los Angeles Unincorporated County Candidates Only: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act._
$20k-27k yearly est. 40d ago
Financial Aid Representative
Education Management 4.0
Finance service representative job in Metairie, LA
GENERAL SUMMARY OF DUTIES: Financial Aid Representatives help guide students through the financial aid process; analyze and evaluate student financial needs to determine the best course of action; have a thorough knowledge of various federal, state and college financial aid packages and be able to refer potential candidates to the appropriate source; offer information and advice regarding eligibility criteria and responsibilities, help explain policies and provide guidance through the application process; responsible for tracking all financial aid documents during the process
ESSENTIAL FUNCTIONS:
· Interprets, implements and ensures the College is in compliance with state and federal agencies by maintaining a thorough knowledge of federal and state financial aid and veterans' affairs administration rules and regulations
· Counsels and advises students concerning financial aid opportunities, application processes and financial management strategies; Educates students in the identification of all sources of financial aid available, including the requirements and regulations within programs
· Effectively communicates to students the importance of submitting documentation for file completion; This can be in the form of calling the student, going to the classroom to retrieve the student and sometimes receiving authorization from the Director of Financial Aid to block the student from attending class
· Determines eligibility and awards financial aid applicants utilizing various software packages; This includes processing applications and corrections, document tracking, completing the verification process, generating tracking and award notifications
· Generates and prepares status and project reports for the financial aid and veterans' affairs program
· Responds to student inquiries
· Communicates with appropriate state and federal agencies to resolve any conflicting issues as needed
· Works with Admissions to ensure that issues with enrolling students have been identified and resolved in a timely manner
· Participates in the ‘Stitch in Meetings' - must provide all required documentation for review of files
· Maintains responsibility for specific student portfolio group throughout the student's program
· Works closely with the Business Office (if applicable) to ensure that all forms of monies are reconciled and files are resolved
· Assists Corporate Office with the collection of funds and resolving verification issues in a timely manner
· Scan all financial aid documents and send to Corporate Office
· Run Expected Cash and Aged Report to assist in monitoring monies
· Run daily ISIR Report to track possible issues with verification
· Assist with the reconciliation of all Title IV programs
EDUCATION:
· Bachelor's Degree in Education, Finance, Business Administration or Accounting, preferred
EXPERIENCE:
· One (1) to three (3) years of increasingly responsible professional level administrative experience in a financial aid setting
· Broad skills in financial aid methodology, financial aid software and federal regulations governing student financial aid programs preferred
KNOWLEDGE:
· Federal, local and state programs that provide financial assistance to students
· Pertinent laws, rules and regulations such as Federal Title IV regulations
· Various software programs and data systems as they relate to financial aid
SKILLS:
· Planning and organizational skills
· Effective oral and written communication skills
· Interpersonal skills including tact, patience and courtesy
· Demonstrate analytical, organizational and supervisory skills
ABILITIES:
· Ensure timely and efficient delivery of student financial assistance to qualified applicants
· Interpret federal and state financial aid regulations and determine appropriate course of action
· Monitor and award federal and state financial aid programs
· Gather, compile and analyze data and prepare reports
· Establish and maintain effective working relationships with faculty, staff, students and administration
· Perform consistently under the pressure of deadlines and other administrative demands
· Work cooperatively with others
$30k-43k yearly est. Auto-Apply 60d+ ago
Sales & Service Representative
MRC Global 4.3
Finance service representative job in Harvey, LA
MRC Global serves the oil and gas industry across the upstream, midstream and downstream sectors as well as the chemical and gas distribution market sectors worldwide. **Job Purpose** The Sales & ServiceRepresentative is responsible for delivering business-to-business customer service through the order process of pipe, valves, and fitting products (PVF). The Sales & ServiceRepresentative creates and/or enters quotes, processes customer orders, and resolves customer issues. The Sales & ServiceRepresentative plays a critical role in maximizing value for customers while driving MRC Global strategies for safety, gross margin growth, and financial/operational performance.
**Key Duties & Responsibilities**
Individual must be able to perform the essential duties with or without reasonable accommodation.
+ Respond to customer requests for quotes by sourcing products from the Company's existing inventory orpurchasingthem externally.
+ Build quotes that simultaneously create value for the customer and profitability for MRC Global.
+ Identifyand actively pursue sales opportunities to contribute to overall sales growth.
+ Ability to proactively engage with customers andutilizeproduct knowledge to make recommendations and offer add-on solutions that maximize customer delight and drive sales growth.
+ Utilize MRC Global systems/software to create quotes,locateavailable products/materials, process customers' orders, create vendor purchase orders (PO), and perform other tasks related to customer needs.
+ Adhere to customer contract requirements related to pricing/non-contract pricing, freight, delivery schedules, and KPIs.
+ Verify the on-time shipping/delivery status of pending inbound and outbound shipments.
+ Communicate status proactively with the customer and adjust product sourcing efforts if needed.
+ Proactively respond to customers' needs and concerns with options by using a problem-solving approach.
+ Validate that products specified in customers' quote requests arepermittedper their respective approvedmanufacturer'slist (AML) or other customer-provided specifications.
+ Referencecustomer processing guides and other tools/resources tomaintainfamiliarity with customer preferences/processes.
+ Consult withamanager, other MRC Global departments, and suppliers as necessary to create the best possible customer experience.
+ Service next-level customer needs, including orders involving externally sourced labor, return material authorizations (RMA), purchase order changes, and orders involving special invoicing needs.
+ Communicate responsively and professionally with customers, suppliers, and coworkers to execute all main steps of the order process.
**Required Experience**
+ One (1) or more years' experience in a dedicated customer-facing role, inside sales, and/or warehouse services.
+ OR recent completion of post-secondary education to include any of the following: Technical/Trade School, associate degree, bachelor's degree, preferably with studies in industrial or sales.
**Skills & Abilities**
+ Competent in the use of computers and software applications. Ability to communicate and promote ideas and transfer detailed knowledge to others.
+ Ability to effectively present information in one-on-one and small group situations.
+ Attention to detailandworkwith a sense of urgency.
**Working Conditions**
+ Frequent driving/traveling.
+ Ableto interact with othersfrequently.
+ Most work is performed at a desk or in front of a computer.
+ Able to sit/stand forlong periodsof time.
+ Foradditionalposition-specific detailsregardingthe physical and mental demands and working conditions, contact Human Resources.
+ Reasonable accommodation may be made to enable individuals to perform essential functions.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.
California Employee Data Collection Notice (*******************************************************************************************************
At MRC Global, you can build a satisfying career, while making a difference. You'll be rewarded for your contributions and encouraged to learn and grow. Most importantly, you'll be joining a team of people who care about each other sincerely, and who care about the communities where they live and work.
We invest in the growth and professional training of our team members creating more opportunities in your career. We offer tuition assistance and career development to support your professional growth.
**MRC Global** offers comprehensive benefits and incentives. We value your time and talent and know how to show our appreciation for having you as a part of our expanding global team.
At **MRC Global** , we care about and value all employees. During life changes and challenges, our Employee Assistance Program is available to all employees and household family members to help resolve issues, connect with the right mental health professional or community resource, and to identify other support tools designed to help our team members.
We care about our community and place a major focus on environmental and social responsibility. We are committed to our people, our communities and preserving our planet. As a part of our company's culture and efforts in preserving our environment, we are supporting our customers in the transition to green energy and decarbonization.
$24k-41k yearly est. 7d ago
Sales & Service Representative
MRC Services Co 4.6
Finance service representative job in Harvey, LA
MRC Global serves the oil and gas industry across the upstream, midstream and downstream sectors as well as the chemical and gas distribution market sectors worldwide.
Job Purpose
The Sales & ServiceRepresentative is responsible for delivering business-to-business customer service through the order process of pipe, valves, and fitting products (PVF). The Sales & ServiceRepresentative creates and/or enters quotes, processes customer orders, and resolves customer issues. The Sales & ServiceRepresentative plays a critical role in maximizing value for customers while driving MRC Global strategies for safety, gross margin growth, and financial/operational performance.
Key Duties & Responsibilities
Individual must be able to perform the essential duties with or without reasonable accommodation.
Respond to customer requests for quotes by sourcing products from the Company's existing inventory or purchasing them externally.
Build quotes that simultaneously create value for the customer and profitability for MRC Global.
Identify and actively pursue sales opportunities to contribute to overall sales growth.
Ability to proactively engage with customers and utilize product knowledge to make recommendations and offer add-on solutions that maximize customer delight and drive sales growth.
Utilize MRC Global systems/software to create quotes, locate available products/materials, process customers' orders, create vendor purchase orders (PO), and perform other tasks related to customer needs.
Adhere to customer contract requirements related to pricing/non-contract pricing, freight, delivery schedules, and KPIs.
Verify the on-time shipping/delivery status of pending inbound and outbound shipments.
Communicate status proactively with the customer and adjust product sourcing efforts if needed.
Proactively respond to customers' needs and concerns with options by using a problem-solving approach.
Validate that products specified in customers' quote requests are permitted per their respective approved manufacturer's list (AML) or other customer-provided specifications.
Reference customer processing guides and other tools/resources to maintain familiarity with customer preferences/processes.
Consult with a manager, other MRC Global departments, and suppliers as necessary to create the best possible customer experience.
Service next-level customer needs, including orders involving externally sourced labor, return material authorizations (RMA), purchase order changes, and orders involving special invoicing needs.
Communicate responsively and professionally with customers, suppliers, and coworkers to execute all main steps of the order process.
Required Experience
One (1) or more years' experience in a dedicated customer-facing role, inside sales, and/or warehouse services.
OR recent completion of post-secondary education to include any of the following: Technical/Trade School, associate degree, bachelor's degree, preferably with studies in industrial or sales.
Skills & Abilities
Competent in the use of computers and software applications. Ability to communicate and promote ideas and transfer detailed knowledge to others.
Ability to effectively present information in one-on-one and small group situations.
Attention to detail and work with a sense of urgency.
Working Conditions
Frequent driving/traveling.
Able to interact with others frequently.
Most work is performed at a desk or in front of a computer.
Able to sit/stand for long periods of time.
For additional position-specific details regarding the physical and mental demands and working conditions, contact Human Resources.
Reasonable accommodation may be made to enable individuals to perform essential functions.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.
California Employee Data Collection Notice
Finance service representative job in New Orleans, LA
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
**Job Responsibilities**
+ Champion a culture of innovation and a customer centric mindset
+ Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
+ Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
**Required Qualifications, Capabilities and Skills**
+ 3+ years in a similar banking, venture, credit or treasury role
+ Outstanding professional reputation and integrity
+ Strong leadership skills required
+ Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
+ Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
+ Extensive knowledge of products and services
**Preferred Qualifications, Capabilities and Skills**
+ Bachelor's degree preferred
+ Superior knowledge of the market dynamics and its business environment preferred
+ Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$19k-42k yearly est. 33d ago
Accountant - New Orleans, LA
Msccn
Finance service representative job in New Orleans, LA
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps.
Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.
Job Summary/Purpose:
Miscellaneous Receivables (MAR) team is responsible for the tracking and administering of billings and related payments that are other than those for the Entergy Utility business or Utility Customers. This includes receivables for Contract agreements such as Facility Studies, Generator Interconnection Agreement, EJO, Fixed Billings as well as Mutual Assistance contracts to name a few. This position supports a manager and/or departmental peers by performing accounting related activities; applying accounting standards and principles to financial transactions, policy interpretation and application; execution of business processes and associated controls. This position also plays a key role in project and process improvement initiatives.
Job Duties/Responsibilities:
Performs assignments requiring understanding and application of accounting principles, practices, and concepts (i.e. preparation of journal entries, account reconciliations, computations, analysis, etc.)
Use of PeopleSoft and PowerPlan technology to perform accounting duties
Perform financial statement results analysis for accounts within area of responsibility
Accepts ownership of business processes and associated controls.
Significant interface with internal and external customers, including functional business unit representatives, auditors, etc
Applies analytical and problem-solving skills to accounting issues.
Identifies process improvement opportunities.
Performs testing of controls to support Sarbanes Oxley compliance
Additional Qualifications/Responsibilities
Minimum education required of this position:
Bachelor's Degree in Accounting, Finance, or equivalent work experience.
Minimum experience required of this position:
6+ years' of accounting-related work experience.
8 years of accounting-related work experience.
Minimum knowledge, skills and abilities required for this position:
Utility accounting experience and working knowledge of the FERC uniform system of accounts desired
Working knowledge of Entergy's financial/accounting processes a plus.
Technical systems-based capabilities and understanding desired.
Display strong analytical skills by using knowledge of tools and business processes to identify problems and resolve issues.
Ability to work effectively - either independently or in a team environment.
Any certificates, licenses, etc. required for this position:
Desired: Professional Certifications such as CPA or making progress toward CPA.
$33k-44k yearly est. 13d ago
Customer Service Rep
Watch Systems LLC 3.7
Finance service representative job in Mandeville, LA
Summary/Objective
The customer servicerepresentative is responsible for providing effective customer service for all internal and external customers by using excellent, in-depth knowledge of company products and programs as well as communicating effectively with team members within the customer service department.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Provides timely and accurate information to incoming customer order status and product knowledge requests.
Processes customer orders/changes/returns according to established department policies and procedures.
Provides timely feedback to the company regarding service failures or customer concerns.
Partners with the sales team to meet and exceed customer's service expectations.
Competencies
Customer/Client Focus.
Problem Solving/Analysis.
Time Management.
Communication Proficiency.
Teamwork Orientation.
Technical Capacity.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
Position Type and Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m.
Travel
No travel is expected for this position.
Required Education and Experience
Customer service experience.
Computer experience.
Preferred Education and Experience
Customer service experience with independent sales force.
Additional Eligibility Qualifications
None
Work Authorization/Security Clearance
Must pass a background check
AAP/EEO Statement
Watch Systems LLC provides equal opportunity in all of our employment practices to all qualified employees and applicants without regard to race, color, religion, gender, national origin, age, disability, marital status, military status, genetic information or any other category protected by federal, state and local laws. This policy applies to all aspects of the employment relationship, including recruitment, hiring, compensation, promotion, transfer, disciplinary action, layoff, return from layoff, training and social, and recreational programs. All such employment decisions will be made without unlawfully discriminating on any prohibited basis.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
$22k-27k yearly est. 9d ago
Customer Service Representative
Fyzical Therapy and Balance Centers 3.7
Finance service representative job in New Orleans, LA
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 ServiceRepresentative opening in New Orleans, LA, 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 ServiceRepresentative 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 ServiceRepresentative 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 ServiceRepresentative position in New Orleans, LA!
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 ServiceRepresentative, 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 ServiceRepresentative 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
$23k-31k yearly est. 10d ago
Customer Service Representative - New Orleans, LA
Kedia Corporation
Finance service representative job in New Orleans, LA
Kedia Corporation connects people with what they want on a global scale. We are committed through use of innovation to create exceptional user experiences. Kedia is engineering. Using cutting edge techniques, we have defined the way business will continue future operations. Our company provides a challenging, fast paced, and growth oriented foundation to develop and empower people to innovate in the business services field
Job Description
Tasks
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Check to ensure that appropriate changes were made to resolve customers' problems.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Refer unresolved customer grievances to designated departments for further investigation.
Review insurance policy terms to determine whether a particular loss is covered by insurance.
Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
Tools
used in this occupation:
Autodialers
- Autodialing systems; Predictive dialers
Automated attendant systems
- Voice broadcasting systems
Automatic call distributor ACD
- Automatic call distribution ACD system
Scanners
Standalone telephone caller identification
- Calling line identification equipment; Dialed number identification systems DNIS
Technology
used in this occupation:
Contact center software
- Avaya software; Multi-channel contact center software; Timpani Contact Center; Timpani Email
Customer relationship management CRM software
- Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRM
Electronic mail software
- Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft Outlook
Network conferencing software
- Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani Chat
Spreadsheet software
- Microsoft Excel
Knowledge
Customer and Personal Service
- Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Clerical
- Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
English Language
- Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Qualifications
Skills
Active Listening
- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Speaking
- Talking to others to convey information effectively.
Service Orientation
- Actively looking for ways to help people.
Persuasion
- Persuading others to change their minds or behavior.
Reading Comprehension
- Understanding written sentences and paragraphs in work related documents.
Critical Thinking
- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Writing
- Communicating effectively in writing as appropriate for the needs of the audience.
Coordination
- Adjusting actions in relation to others' actions.
Social Perceptiveness
- Being aware of others' reactions and understanding why they react as they do.
Negotiation
- Bringing others together and trying to reconcile differences.
Abilities
Oral Comprehension
- The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression
- The ability to communicate information and ideas in speaking so others will understand.
Speech Clarity
- The ability to speak clearly so others can understand you.
Speech Recognition
- The ability to identify and understand the speech of another person.
Written Expression
- The ability to communicate information and ideas in writing so others will understand.
Near Vision
- The ability to see details at close range (within a few feet of the observer).
Problem Sensitivity
- The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Written Comprehension
- The ability to read and understand information and ideas presented in writing.
Deductive Reasoning
- The ability to apply general rules to specific problems to produce answers that make sense.
Inductive Reasoning
- The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Additional Information
If this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
$24k-32k yearly est. 1d ago
Financial Services Representative
Worldacceptance
Finance service representative job in Slidell, LA
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a FinancialServicesRepresentative to guide customers on their financial journey. As a FinancialServicesRepresentative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the FinancialServicesRepresentative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of FinancialServices Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15 hourly Auto-Apply 16d ago
Wellness Representative - New Orleans, Louisiana
Restore Hyper Wellness
Finance service representative job in Mandeville, LA
Benefits: * Bonus based on performance * Competitive salary * Employee discounts * Free uniforms * Training & development * Wellness resources This application is an expression of interest in joining Restore for future openings Apply now to join our talent pool! This posting remains open even when we don't have roles currently available to identify talent for future openings.
Position Summary: Hyper Wellness Representative
With Restore's continued growth and success, we are excited to hire a Hyper Wellness Representative to be a part of our team in New Orleans. We are looking for positive, energetic individuals with a passion for wellness and helping people! As a Hyper Wellness Representative, you will greet and welcome potential and existing clients to the studio, help clients determine the next steps in their wellness journey, promote membership sales, and help administer some of the services we have to offer. Additionally, you will perform other administrative and hands-on duties to help the General Manager manage the day-to-day operations of your studio, and assist with retention and ensuring current members are receiving the highest level of customer service.
Pay: $18-$20 + monthly performance-based bonus potential
Status: Full- and Part-Time roles available
Schedule: Includes weekends
Studios: Mandeville and/or Elmwood
What our Hyper Wellness Representatives love about working for Restore:
* Free and discounted services
* Monthly bonus potential
* Comprehensive benefits
* Paid standard holidays
Responsibilities:
* Conduct studio tours and deliver an exceptional and versatile sales and service experience to all members and guests
* Educate clients on Restore services, including medical benefits, precautions, and at-home care
* Meet and exceed all key performance sales indicators for the studio, including membership sales/renewals, and retail sales
* Onboard new clients--this involves completion of medical waivers and creating guest profiles in POS system
* Field incoming calls to schedule appointments and answer general questions
* Assist in outgoing calls to clients for notification of promotions and events
* Assist in the execution and coordination of the company's marketing and ongoing sales drivers (pre-sale events, studio events, outreach)
* Ensure a safe and clean studio environment for members and guest
* Promote enthusiasm for health/wellness and the Restore brand
Requirements:
* 1+ years of sales experience preferred
* 1+ years of customer service experience in a similar role
* Excellent customer service skills
* Strong teamwork mentality
* Exceptional communication skills, both written and verbal
* Intermediate computer skills
* Demonstrate initiative and ability to work independently
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Other duties may be assigned.
About Restore Hyper Wellness:
Restore Hyper Wellness ("Restore") is the award-winning creator of an innovative new category of health-Hyper Wellness. Restore delivers expert guidance and an extensive array of cutting-edge health services, such as IV drips, hot sauna, hyperbaric oxygen therapy, red light and cryotherapy, integrated under one roof. These therapies help you feel your best, so you can do more of what you love.
With 200+ locations across 40 states and a fast-growing national retail footprint, Our goal is to make Hyper Wellness widely accessible, affordable, and fun. This means helping people from all walks of life feel better and perform at a higher level so they can do more of what they love. Restore is Private Equity backed with the most recent investment round led by General Atlantic, a leading growth equity firm. General Atlantic joins existing investor, Level 5 Capital Partners.
Benefits:
* Medical, dental, vision, disability and life insurance within 30 days (Full-Time roles)
* PTO (Full-Time roles)
* Free and discounted services (both Full- and Part-Time roles)
* 401k retirement plan with vested employer match (both Full- and Part-Time roles)
* Bonus opportunities (both Full- and Part-Time roles)
* Career advancement opportunities (both Full- and Part-Time roles)
Restore Hyper Wellness is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$18-20 hourly 25d ago
Wellness Representative - New Orleans, Louisiana
Restore Hyper Wellness Corporate Stores
Finance service representative job in Mandeville, LA
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Employee discounts
Free uniforms
Training & development
Wellness resources
**This application is an expression of interest in joining Restore for future openings**
Apply now to join our talent pool! This posting remains open even when we dont have roles currently available to identify talent for future openings.
Position Summary: Hyper Wellness Representative
With Restores continued growth and success, we are excited to hire a Hyper Wellness Representative to be a part of our team in New Orleans. We are looking for positive, energetic individuals with a passion for wellness and helping people! As a Hyper Wellness Representative, you will greet and welcome potential and existing clients to the studio, help clients determine the next steps in their wellness journey, promote membership sales, and help administer some of the services we have to offer. Additionally, you will perform other administrative and hands-on duties to help the General Manager manage the day-to-day operations of your studio, and assist with retention and ensuring current members are receiving the highest level of customer service.
Pay: $18-$20+ monthly performance-based bonus potential
Status: Full- and Part-Time roles available
Schedule: Includes weekends
Studios: Mandeville and/or Elmwood
What our Hyper Wellness Representatives love about working for Restore:
Free and discounted services
Monthly bonus potential
Comprehensive benefits
Paid standard holidays
Responsibilities:
Conduct studio tours and deliver an exceptional and versatile sales and service experience to all members and guests
Educate clients on Restore services, including medical benefits, precautions, and at-home care
Meet and exceed all key performance sales indicators for the studio, including membership sales/renewals, and retail sales
Onboard new clients-this involves completion of medical waivers and creating guest profiles in POS system
Field incoming calls to schedule appointments and answer general questions
Assist in outgoing calls to clients for notification of promotions and events
Assist in the execution and coordination of the companys marketing and ongoing sales drivers (pre-sale events, studio events, outreach)
Ensure a safe and clean studio environment for members and guest
Promote enthusiasm for health/wellness and the Restore brand
Requirements:
1+ years of sales experience preferred
1+ years of customer service experience in a similar role
Excellent customer service skills
Strong teamwork mentality
Exceptional communication skills, both written and verbal
Intermediate computer skills
Demonstrate initiative and ability to work independently
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Other duties may be assigned.
About Restore Hyper Wellness:
Restore Hyper Wellness (Restore) is the award-winning creator of an innovative new category of health Hyper Wellness. Restore delivers expert guidance and an extensive array of cutting-edge health services, such as IV drips, hot sauna, hyperbaric oxygen therapy, red light and cryotherapy, integrated under one roof. These therapies help you feel your best, so you can do more of what you love.
With 200+ locations across 40 states and a fast-growing national retail footprint, Our goal is to make Hyper Wellness widely accessible, affordable, and fun. This means helping people from all walks of life feel better and perform at a higher level so they can do more of what they love. Restore is Private Equity backed with the most recent investment round led by General Atlantic, a leading growth equity firm. General Atlantic joins existing investor, Level 5 Capital Partners.
Benefits:
Medical, dental, vision, disability and life insurance within 30 days (Full-Time roles)
PTO (Full-Time roles)
Free and discounted services (both Full- and Part-Time roles)
401k retirement plan with vested employer match (both Full- and Part-Time roles)
Bonus opportunities (both Full- and Part-Time roles)
Career advancement opportunities (both Full- and Part-Time roles)
Restore Hyper Wellness is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$18-20 hourly 25d ago
Financial Representative
Nyc 4.4
Finance service representative job in Covington, LA
Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services.
Our Northwestern Mutual offices in the Greater New Orleans area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater New Orleans, Covington, Mandeville, Slidell and Hammond areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com.
Job Description
Build a practice from the
ground up with support from mentors and training tools.
Guide clients through a financial planning process,
which reflects our belief that over a lifetime, most people
will experience many different financial needs and
circumstances.
After assessing your clients' needs,
you will recommend and provide insurance and investment
solutions to help meet their financial security goals.
Additional Information
Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the
life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE
magazine has surveyed industry executives and analysts 38 times to identify the companies that are
among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that
distinction.
Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling
Power Magazine and recognizes as the best company to sell for in the financialservices industry.
Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a
Career”.
Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry).
Ranking organizations that excel at training and leadership development, Training magazine ranked
Northwestern Mutual among its “Training Top 125”.
Ranked among the Top 10 independent broker-dealers as measured by total revenues by the
leading investment industry publications: Investment News; Financial Advisor magazine; Financial
Planning magazine; Investment Advisor magazine.
All your information will be kept confidential according to EEO guidelines.
$26k-51k yearly est. 1d ago
Financial Services Specialist
Tulane University 4.8
Finance service representative job in New Orleans, LA
Responsible for working with supervisor and student business editors of eight law journals to monitor and maintain their bookkeeping process; organize and support a major event and two budgetary meetings for Tulane Law Review; and serve as office lead for finance and administration.
* Must be detail-oriented, extremely organized, and professional
* Ability to become proficient in QuickBooks Pro and Tulane accounting software
* Ability to become proficient in MS Office software
* Ability to perform multiple tasks concurrently.
* Ability to work independently and show initiative to meet department needs
* High School diploma or equivalent
* Two years of directly-related bookkeeping or accounting experience
* College degree
* More than two-years of experience in administrative / accounting work
* Proficiency in QuickBooks Pro, MS Office software
$35k-42k yearly est. 29d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Kenner, LA?
The average finance service representative in Kenner, LA earns between $22,000 and $48,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Kenner, LA
$32,000
What are the biggest employers of Finance Service Representatives in Kenner, LA?
The biggest employers of Finance Service Representatives in Kenner, LA are: