Finance service representative jobs in Kentucky - 2,138 jobs

Benefits: Simple IRA License reimbursement Bonus based on performance Competitive salary Opportunity for advancement Training & development Paid time off ABOUT OUR AGENCY: What drew me into State Farm was the opportunity to grow as much as I was willing to work - a true "get out what you put in" business where I could build something meaningful while helping people in my community. Once I realized that, I never considered anything else. I started in 2014 with no insurance experience, got all four licenses, learned from the best, and opened my first State Farm office just 3.5 years later. A decade in, I now operate two locations and have had the privilege of seeing my own team members grow into leaders - including one who went on to open his own agency in Louisville, KY. That remains one of my proudest milestones. Our culture is best described as purposeful. I value self-starters who take ownership of their development and bring competitiveness, curiosity, and a positive mindset to the table. We invest heavily in professional growth with continuing education, coaching, and long-term career paths - from leadership within our two offices, to opportunities with State Farm corporate, to pursuing agency ownership. High performers may also earn international travel trips and early Fridays when weekly targets are met. We believe life is too short to work somewhere where the paycheck is the only perk. Here, you'll find a place that challenges you, supports you, and helps you uncover the best version of yourself through hard work, accountability, and the right mindset. If you're coachable, driven, and ready to grow, this is the kind of office where your career can truly take off. ROLE DESCRIPTION: As a Customer Service Representative with Andrew Wade State Farm, 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.

Blevins, Inc., a financially strong, privately owned wholesaler of building supplies, is seeking an experienced candidate who possesses a positive attitude to fill a Customer Service Representative position in our Lexington, KY branch. Familiarity with home improvement products and HVAC experience are both a plus. The ideal candidate should be skilled in maintaining excellent customer interfaces and delivering a positive customer experience. Blevins, Inc. is a private and family-owned company. We are headquartered in Nashville, TN and currently operate 14 branches located nationwide. We have provided manufactured housing, storage, mobile office and related building industries with home essentials, construction products and coordinated installation services for over 50 years. Blevins is more than a wholesale distributor; we are a family with employees whose years of service span over decades. We are proud of what we do each day and enjoy doing it together. We are an organization that puts the well-being and growth of our employees at the top of our priority list. We support continuous improvement and diversity in both our people and their ideas. Teamwork is the core of each employees' success where every single person fills an important role. Our Purpose: Connecting People with Products that Enhance Homes. Monday - Friday, 8:00 am - 5:00 pm Primary responsibilities include: Utilize provided reports to enhance inside sales Maintain and nurture an established customer base through regular outreach via calls and emails, ensuring consistent communication and support. Handle order entry and preparation of quotes with accuracy and efficiency, ensuring timely processing of customer requests. Manage invoicing processes, ensuring accuracy and timeliness in billing. Oversee installer invoicing to ensure prompt and accurate payment processing. Address customer inquiries and concerns promptly, providing solutions that uphold our commitment to excellent service. Perform various administrative duties Work hand in hand with the Outside Sales force. Stay informed about our product offerings and industry trends to provide knowledgeable support to customers. Our Employees Enjoy: A Competitive Hourly Rate Benefits Package: Medical/Dental/Vision, 401(k) Plan Paid Holidays, Vacation, and Paid Sick Days Opportunities for Training Annual Bonus Potential after one year of employment Annual Potential 401k Profit Sharing Benefits after one year of employment Requirements: Familiarity with home improvement products is a plus. HVAC experience is a plus. High School diploma or equivalent education. Experience in invoicing and installer invoicing Strong work ethic and a positive attitude. Basic PC skills required, including proficiency in MS Office and internet applications. Great organizational skills required. Professional phone etiquette skills are a must. Data entry skills required. Ability to consistently maintain orderly paperwork. EOE M/F/V/D

AGC Automotive Americas (AANA) is a leading supplier of automotive glazing for the OEM and aftermarket industries and is part of the AGC Group, the largest global glass supplier employing more than 50,000 worldwide in approximately 30 countries. Responsible for operating production lines in such a manner as to ensure safety of self and others as well as quality of product produced. As a Customer Service Representative at AGC, you will be the cornerstone of our customer support, responsible for building and maintaining strong relationships while serving as their primary point of contact. This role involves managing the entire customer claim process, from initial reporting to coordinating the analysis of returned products, ensuring seamless communication between our customers and internal AGC teams to resolve issues effectively. A crucial part of your role will be to champion the "Voice of the Customer" within our organization, providing quick responses and ensuring their feedback drives our problem-solving activities. Additionally, you will oversee the sorting of rejected products at customer sites, monitor and report on customer satisfaction metrics, and handle the review and dispute of customer financial deductions to uphold our service standards. Responsibilities: Customer Scorecard - Quality related items. OEM Customer PPM or equivalent (Honda GQI, GM Sourceability). Voice of the Customer: Meeting incidents and quality claims response timing based on customer requirements. Knowing and communicating Customer Quality Requirements and concerns Cost of Quality: Quality incidents and sorting activity at customer, warranty cost, contract budget. Education/Experience Requirements: A four-year technical degree or equivalent experience is preferred. Four years of manufacturing and/or quality experience. Working experience with core automotive quality tools including APQP, PPAP, Control Plans, PFMEA, MSA, and various problem-solving methodologies. Technical understanding of Glass Fabrication, Assembly, and Injection Molding is desired. While performing the duties of this job, the employee is required to bend, crouch and stand, use hands to finger, handle or feel objects, tools or controls; reach with hands and arms and keep balance. Ability to walk and/or sit for extended periods of time. The employee must regularly lift and/or move up to ten (10) pounds, and occasionally lift up to twenty (20) pounds. What can AGC Offer You? We offer a competitive compensation package including base salary, structured bonus plan, comprehensive benefits, and opportunities for career advancement. Equal Opportunity Employer - To be considered applicants must be legally authorized to work in the United States.

Back Customer Service Representative - John Rowan #41-8673 Bardstown, Kentucky, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be John Rowan, Bardstown KY. Market Louisville Work Hours per Week 37.5 Requirements High school diploma or GED required. Cash handling and customer service experience preferred. Job Description Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues. Essential Functions: Excellent Customer Service Perform Customer Transactions Operational and Security Proficiency Identify referral opportunities Essential Duties and Responsibilities: Personally models the standards of the Bank's Mission, Vision, and Pledge. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Meets established individual referral goals as assigned. Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met. Complete outbound customer calls as needed to support the sales and service needs of the Banking Center. Develops and maintains working knowledge of the Bank's products and services. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Must have strong product knowledge for the level of selling and successfully promoting products expected with position. Ability to write simple correspondence. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Bardstown, Kentucky, United States

Louisville, Kentucky;Jeffersonville, Indiana **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Title: Customer Service Representative Job Type: Full Time FLSA Status: Non-Exempt/Hourly Grade: H Function/Department: Health Plan and Healthcare Services Reporting to: Team Lead/Supervisor -Operations Pay rate: $14/hr The responsibilities for this position include but are not limited to the following duties: * Handling a high volume of inbound calls for Healthcare Member and Provider inquiries * Be able to answer Healthcare Member and Provider inquiries and type information into the computer system simultaneously* Web camera visibility Roles & Responsibilities * Manages calls related to Healthcare Member and Provider inquiries. * Ensures a positive experience for members.* Utilizes web cameras for enhanced visibility during interactions.* Perform other duties as assigned. Expected/Key Results * Inquiry accuracy and completeness * Productivity* Call resolution* Overall customer satisfaction* Call handle time QualificationsThe qualifications listed below are representative of the background, knowledge, skill, and/or ability required to perform their duties and responsibilities satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.Must have Internet to include a router with Ethernet jack for connectivity to PC* Internet speed minimal; 50 download/20-25 upload Must have a private work station to perform your work Call center experience preferred. Health insurance experience preferred. High School diploma or equivalent is required. 2 years customer service experience preferred Minimum typing speed = 30-35 wpm preferred Substantial understanding of the job, apply knowledge and skills to complete a wide range of tasks. Excellent written and verbal skills. Problem-solving skills. Basic knowledge of personal computers required Strong reading comprehension and writing skills Follow established procedures to meet customer needs. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position may work onsite or remotely from home. 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. Must be able to regularly or frequently talk and hear, sit for prolonged periods, use hands and fingers to type, and use close vision to view and read from a computer screen and/or electronic device. Must be able to occasionally stand and walk, climb stairs, and lift equipment up to 25 pounds. About Firstsource Firstsource Solutions is a leading provider of customized Business Process Management (BPM) services. Firstsource specialises in helping customers stay ahead of the curve through transformational solutions to reimagine business processes and deliver increased efficiency, deeper insights, and superior outcomes. We are trusted brand custodians and long-term partners to 100+ leading brands with presence in the US, UK, Philippines, India and Mexico. Our 'rightshore' delivery model offers solutions covering complete customer lifecycle across Healthcare, Telecommunications & Media and Banking, Financial Services & Insurance verticals.Our clientele includes Fortune 500 and FTSE 100 companies. Firstsource is an Equal Employment Opportunity employer. All employment decisions are based on valid job requirements, without regard to race, color, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other characteristic protected under federal, state or local law. Firstsource also takes Affirmative Action to ensure that minority group individuals, females, protected veterans, and qualified disabled persons are introduced into our workforce and considered for employment and advancement opportunities.

Title: Financial Services Officer Department: Retail Branches Reports To: Branch Sales Manager III Job Grade: 8 FLSA: Non-Exempt Last Modified: 3-24-2025 It's a Job ... Only better! At UKFCU, we're more than a Credit Union - we're a community, and we've been proudly serving our members since 1937! As a rapidly growing, not-for-profit organization, we're dedicated to making a real difference in the lives of our members and employees alike. If you're looking for a workplace where you can grow, make an impact, and have fun while helping others, UKFCU is the place for you! Why This Role Matters As a Financial Services Officer, you will play a key role in delivering exceptional financial services to our members. You will provide expert guidance on credit union products, process transactions, and engage with members to identify financial solutions that best meet their needs. Your ability to build relationships and offer financial solutions will directly impact member satisfaction and the success of our credit union. What You'll Do Member Services & Financial Consultation: Assist members with financial transactions and account services. Interview members to assess their financial needs and recommend appropriate products and services. Process loan applications, deposits, withdrawals, and other account-related transactions. Notarize documents, research accounts, perform account maintenance, open deposit accounts (consumer, business, IRA), originate loan applications, inform members of loan decisions, explain loan documents to members. Update member account records as needed, maintaining accurate records of member transactions. Sales & Relationship Building: Actively promote credit union products and services that align with member needs. Engage in sales development training and activities to enhance service offerings. Stay informed about consumer credit trends and market conditions. Maintain necessary licensing for the sale of specific financial products. Regularly contact members via email and phone to maintain relationships, share sales opportunities, and follow up on teller referrals. Compliance & Operational Support: Ensure adherence to UKFCU policies, board-established guidelines, and regulatory requirements. Maintain confidentiality of member and employee information. Assist in resolving member concerns and escalate complex issues when necessary. Stay updated on industry regulations and best practices. Qualifications Who You Are Experience & Education Two to five years of similar or related experience preferred. High school diploma or equivalent required. Experience with financial services and customer relationship management preferred. Skills & Strengths Strong communication and interpersonal skills. Ability to perform financial calculations and assess loan eligibility. Proficiency in financial software and Microsoft Office applications. Strong problem-solving and decision-making skills. Ability to work independently while managing multiple tasks and deadlines. Key Traits Professionalism in all interactions. Integrity in decision-making and compliance practices. Commitment to teamwork and collaboration. Accountability for meeting performance goals and deadlines. Adaptability to changing policies and regulatory requirements. What's In It for You? Competitive salary and industry-leading benefits. Opportunities for professional growth and leadership development. A chance to make a lasting impact on our members and the organization's future. Legalese Equal Opportunity Employer UKFCU is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law. At-Will Employment Employment with UKFCU is deemed "at-will," which means that either you or the company may terminate the employment relationship at any time, with or without cause or notice, unless otherwise provided by law. Physical and Cognitive Demands This role requires a blend of physical activity and mental focus to effectively perform its essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role. Key physical activities include sitting, standing, walking, and occasional lifting (up to 25 pounds). You'll also use your hands for various tasks, reach with your arms, and engage in conversations. Vision requirements include the ability to focus, perceive depth, and distinguish colors. Cognitive abilities essential for this role include judgment, auditory perception, memory, reasoning, and occasional persuasion. Work Environment You'll primarily work indoors in a comfortable, climate-controlled office setting. The noise level is typically moderate, ensuring a focused yet dynamic work environment. Reasonable accommodations will be provided as needed to support an inclusive workplace. This job description provides a general overview of the responsibilities and expectations for this role. It is not a comprehensive list of tasks, and employees may be asked to take on additional duties to support team success. This position requires fully on-site work.

About the Role: Join our team at Baird Trust as a Trader, where you will play a vital role in managing and executing trade orders for our diverse clients. In this dynamic position, you'll oversee all aspects of trade order processing across every business area, including Full-Service Trust Clients and Advisory Strategies. We are seeking someone with strong expertise in investment management technologies and a solid understanding of complex trading systems and procedures supporting client accounts with various custodians. As a valued member of our team, you'll collaborate closely with our Fixed Income Advisor on acquiring fixed income securities from multiple dealers and partner with our Equity Team to execute trades using SMA models. This is an exciting opportunity to contribute meaningfully while advancing your career in a collaborative and growth-oriented environment. This position offers flexibility with 4 days/week in our downtown Louisville, KY office and 1 days remote. The Impact You'll Make: Executes trading activities for equity and fixed income securities. Prepares and produces trading reports for management and compliance purposes. Conducts research on investment opportunities and helps monitor the credit quality of bond issuers. Supports the development of fixed income investment strategies, including researching and implementing new ideas while ensuring compliance with client Investment Policy Statements. Carries out both individual and multi-security equity trades, such as block trades. Builds and maintains strong relationships with brokers and dealers to ensure best execution of portfolio trades. Collaborates with portfolio managers to design investment portfolios for both retail and institutional clients. Works closely with portfolio managers and compliance teams to oversee trading activity. Consistently implements internal controls and ensures adherence to company policies and procedures. Reviews upcoming reorganizations and informs portfolio managers accordingly. Handles proxy voting responsibilities, including evaluating upcoming meetings, providing research for proxy vendors, voting physical proxies, and coordinating information with the chief investment officer. Manages the trading error process, which involves preparing written summaries, making necessary adjustments to client and firm accounts, and reporting to the investment committee. Follows up on audit findings and tracks corrective actions taken. Acts as a backup for other Traders and performs additional tasks and projects as assigned. What You'll Bring to Baird: Undergraduate degree in related field. Experience may replace education requirement Three to five years of securities industry experience Previous trading experience required Proficient knowledge of portfolio investing principles. Familiarity with rating agency credit methodologies as well as industry investment concepts and products. Solid understanding of intermediate accounting, economics, and finance principles. Knowledge of effective communication concepts, methods, and techniques. Proficient with Microsoft Word and Excel at an intermediate level. Experience in security selection for both taxable and tax-exempt fixed income, common stocks, and mutual funds; working understanding of investment theory. Strong analytical and technical skills. Professional telephone etiquette and ability to interpret and apply organizational policies and procedures. Meticulous attention to detail, strong organizational abilities, accuracy, and advanced math skills. Excellent organizational and time management capabilities to prioritize tasks and ensure timely completion of projects. Highly self-motivated with a dedication to excellence. Effective communication skills and professional demeanor for interaction across all levels of management, colleagues, and external counterparts. Ability to organize, manage, prioritize, and track multiple detailed assignments in a dynamic environment while meeting strict deadlines. Proven capacity to establish and maintain productive working relationships throughout the organization. Demonstrated aptitude for working collaboratively in a team setting as well as independently, employing initiative to solve problems and contribute to team success. Licenses/Certifications: Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 6 months of hire. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

State Farm Insurance Agent located in Hodgenville, Kentucky is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Travis Easterling - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. As an Agent Team Member, you will receive... Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my agency Requirements Excellent communication skills - written, verbal and listening Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Ability to work in a team environment Ability to effectively relate to a customer Bachelor's degree preferred 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. We're Hiring! We are a growing agency with big dreams and lots of potential. About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. If you want a career, not a job, then we encourage you to apply. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Description The Client Service Representative role is an absolutely crucial role at AAC. Currently we are hiring at our 24/7 emergency practice located at 2120 Pimlico Drive. The CSR is responsible for: * Managing 6 phone call lines with the team * Scheduling appointments * Check patients in/out * Process payments * Discuss payment alternatives with clients * Collect all important client information * Help pet owners identify pet emergencies * Contact owners as necessary with bloodwork results (within normal limits) * Document client communications * Note client prescription requests in Cornerstone * Restock office supplies, restock coffee bar, help clean exam rooms * Run end of day reports * Educate clients on basic pet needs (prevention, food, etc.) * Handle cash transactions * Maintain a clean reception area Benefits: * Health Insurance / Dental and Vision * Paid time off * Simple IRA Retirement with matching * Opportunity for advancements * Opportunity for Bonuses * Uniform stipend * Three free annual wellness visits and % off discount on services More Requirements/Responsibilities Qualifications: The ideal candidate for this role will experience in the client service field. Skills Required: * Active listening * Attentiveness * Conflict resolution * Excellent written and communication skills * Ability to learn quickly in a high-volume and fast-paced environment * Experience within veterinary industry or similar field Schedule Requirements: To be considered you must have a flexible schedule and be willing to work some weekends and volunteer for holidays. Special Instructions Please do not send any emails, resumes, or call. We are making it really easy to apply for this position. Simply submit a ZippyApp application package which may include the Common Employment Application, Resume, and a Cover Letter. In your Cover Letter, please write a short paragraph describing yourself and why you would make a great addition to our team. Press the Apply button to get started now. If you don't already have a ZippyApp account, follow the on-screen instructions to create one. ZippyApp is the Common Employment Application for online and mobile that allows you to apply for jobs with one click, and is being accepted at a growing number of businesses each day.

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.

Equal Opportunity Employer, Including Disability/Vets Summary Description Provides excellent customer service, ensuring that all customer needs are met. Manages lobby traffic and helps to reduce customer wait times. Serves as primary contact for resolving routine and complex problems on customer accounts. Demonstrates proficiency in handling a variety of tasks and responsibilities including the performance of the essential functions of a CSR as well as the ability to respond to the sales and service needs of bank customers. The amount of time spent performing each function varies based on the personnel and traffic of each branch location. Primary focus is meeting the immediate needs of bank customers, while also looking for opportunities to enhance and expand relationships. Essential Functions Consistently executes City's phone, platform and CSR service standards to provide excellent customer service Displays a positive and professional attitude at all times Actively promotes and sells the bank's products and services to prospective and existing customers by using City's customer conversation model to uncover customer needs Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes Maintains and balances a working cash supply Assists customers with routine maintenance and complex service issues; sees through to complete resolution Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals Develops and maintains customer relationships; actively seeks referral resources from existing customers Refers customers to other departments and business partners appropriately Maintains an up to date knowledge of bank products and services Maintains general knowledge of the competitive environment Completes all training within predetermined time limits Adheres to all bank regulatory, audit, and compliance policies and procedures Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job Position Requirements High school diploma or equivalent Demonstrated sales and service skills Ability to multi-task, organize, and prioritize to ensure excellent customer service Displays professional dress and demeanor Personal computer proficiency Cash handling experience preferred 1-2 years of retail banking experience preferred Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes review of the candidate's financial responsibility, character, and general fitness prior to placement in the role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements Work is generally performed indoors in environmentally-controlled conditions Typically the employee may sit to perform the work; however, there may be some standing, walking, bending and lifting 5-10 pounds Critical Skills / Expertise Excellent customer service and sales skills Excellent oral communication and listening skills Knowledge of (or the ability to learn) the bank's operating systems, policies and procedures

Dana is a global leader in the supply of highly engineered driveline, sealing, and thermal-management technologies that improve the efficiency and performance of vehicles with both conventional and alternative-energy powertrains. Serving three primary markets - passenger vehicle, commercial truck, and off-highway equipment - Dana provides the world's original-equipment manufacturers and the aftermarket with local product and service support through a network of nearly 100 engineering, manufacturing, and distribution facilities. Job Purpose Job Description Content for Job Profiles is a work in progress. If you need content to finalize this requisition for posting, please send a message to *************************. Job Duties and Responsibilities * Receives processes and verifies the accuracy of orders from customers and customer purchase orders. * Initiates required action for response to customer service requests for order changes including the maintenance of order information files, and communicate changes to the appropriate personnel. * Receives inquiries from and/or contact the company's customers to resolve a variety of order related issues. * Loads and maintains bills of material (BOM's) for the plant. * Maintains and updates routing instructions per customer. * Operates a computer workstation to obtain and extract order information, and provides Customer Service management with the data for inclusion in reports. * Performs assigned system maintenance to various electronic order files. * Makes required changes/updates in SAP system per production requirements, BOM's, relief files, etc. * Develops and recommends changes to existing methods and systems to increase the accuracy, efficiency and responsiveness of the Customer Service Department. * Prepares, generates and distributes daily reports and order acknowledgments to appropriate personnel. * Prepares invoices and tests certificates for shipments of finished goods and customer samples. * Assists in APQP process with Quality Department. * Provides back-up support to other group members (i.e. Supervisor, Inventory Specialist) in the performance of job duties as necessary. * Performs other duties as required. Qualifications & Skills: * High school diploma or GED. * 2+ years of previous customer service experience in an automotive manufacturing environment preferred. * Must demonstrate good oral and written communication skills. * Detail oriented and ability to work in a team environment. * Must be able to communicate with Production to meet customer demands * Strong communication skills * Excellent computer skills (MS Office products). * Must have the ability to work overtime and weekends as required. * Ability to work with little or no supervision and to plan, organize and set priorities. * Ability to organize and prioritize own work to ensure daily workload is completed; to react and perform under stress and to exercise independent judgment in work environment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Unsolicited Resumes from Third-Party Recruiters Please note that as per Dana policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters were engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Dana will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. Join our team of 40,000 problem solvers who are fostering a culture of innovation by leveraging the diverse perspectives of our global team. We believe in facing challenges head-on by finding opportunity and uncovering possibility, where roadblocks and barriers become targets instead of obstacles. We are One Dana with limitless opportunity. Our Values * Value Others * Inspire Innovation * Grow Responsibly * Win Together

Job Description Financial Services Sales Representative (1099) Louisville, KY Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!! Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity. What You'll Do Connect with individuals and families to provide financial solutions Provide education on life insurance, investments, and retirement planning Grow your business through referrals, networking, and community engagement Participate in training and mentorship programs to earn professional licenses What We Offer Flexible schedule with part-time or full-time options Unlimited income potential based on performance Comprehensive training and licensing support Career advancement opportunities within a nationwide organization Supportive team environment focused on growth and impact Who You Are Self-motivated and entrepreneurial Passionate about helping others and building relationships No prior financial experience required Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.

Benefits: Bonus based on performance Paid time off Profit sharing Training & development FASTSIGNS #330701 is hiring for a Customer Service Representative to join our team! Benefits/Perks: Competitive Pay Paid Vacation and Holidays Performance Bonus Ongoing Training Opportunities A Successful FASTSIGNS Customer Service Representative Will: Be the initial contact with current as well as prospective customers in our FASTSIGNS Center Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center Work with customers in numerous ways such as email, telephone, in-person and at their place of business Build long-lasting relationships by turning prospects into long term clients. Ideal Qualifications for FASTSIGNS Customer Service Representative: 2-3 years of retail or counter sales experience preferred High school diploma or equivalent Outgoing, responsive, eager to learn and has the ability to build relationships Great listening and organization skills Ability to sit for long periods (4 hours or more) Ability to view a computer screen for long periods (4 hours or more) Ability to work under pressure to output high volume, high-quality work 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. Apply today! Compensation: $17.00 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.

Building Material Commodity Trader - Lawrenceburg, KY Build your career at Tri-State! Tri-State Forest Products is a family owned and operated business. Tri-State is the leading wholesale building materials distributor in the Mid-West with 10 locations in Ohio, Indiana, Michigan, Kentucky and Tennessee specializing in engineered wood products. For 30 years we've been providing our brand of personal service accompanied with high quality products to the Tri-State market areas. If you want to feel appreciated and valued while working with a great team, Tri-State is the place to be. Job Summary: As a Commodity Trader specializing in building materials, you will leverage your market knowledge and analytical skills to manage and optimize the purchasing and selling of building materials. You will be responsible for developing and executing trading strategies, conducting market analysis, and building strong relationships with suppliers and customers to maximize profitability and minimize risks. Responsibilities: Develop and maintain strong relationships with customers Cultivate new opportunities with new and existing customers Inventory management & forecasting Monitor market trends, pricing fluctuations, and supply chain dynamics Qualifications: Bachelors' degree in business, supply chain management, finance, or related field 3+ years of experience in building materials commodity trading Strong sales experience Strong understanding of commodity markets, pricing strategies, and risk management processes. Excellent negotiation, communication, and interpersonal skills Building material product knowledge required Benefits: Medical & Prescription coverage Dental & Vision Coverage Hospital & Accident Coverage Company Paid Basic Life Insurance (Employee, Spouse, & Children) Company Paid Short-Term & Long-Term Disability Additional Group Life Insurance Paid Time Off (Immediately Available Upon Hire) Holiday Pay Traditional & Roth 401k Options w/ annual company match Employee Referral Program **This job description is intended to describe the general nature and level of the work being performed by the individuals assigned to this job. This is not an exhaustive list of all duties and responsibilities. Management reserves the right to amend and change the duties and responsibilities of this job to meet business and organizational needs as necessary. **Tri-State is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran's status, or, any other protected characteristic.

Company DescriptionJobs for Humanity is partnering with Penske Truck Leasing to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Penske Truck Leasing Job Description Work Location: 4300 Petersburg Rd. Louisville, KY 40218 What's the Job? Ready to accelerate your career while helping our customers move forward? As a Customer Service Representative Fueler/Washer at Penske, you'll do exactly that. You will make sure vehicles are fueled, clean and safe before they hit the road again. You will be the face of Penske-the person greeting our customers when they arrive and the one sending them off with a smile. Why join Penske as a Customer Service Representative, you ask? It's simple. Maybe you've always had an interest in vehicle maintenance but haven't had the chance to pursue it. This is the perfect place to start. No experience is required. We will introduce you to our vehicle maintenance processes. We will teach you how to use our leading-edge technology. In fact, the training and experience you get here will help you advance to become a technician. And you'll get to do that learning at a company that offers career stability and competitive benefits. Talk about an amazing opportunity. It's about going above and beyond for our customers-the way Penske goes above and beyond for you. It's about building meaningful relationships. It's about keeping our customers moving forward. Main Responsibilities: • Greeting our customers and making sure they have a great experience as you fuel and wash vehicles • Performing vehicle readiness inspections to make sure tires, fluids, and other basic maintenance items are done • Helping make sure our facilities are clean, safe environments for our customers and associates • Building your skills through training and hands-on coaching to perform minor repairs such as installing mounted tires, replacing or rotating tires and performing preventive maintenance repairs • Completing other projects and tasks as assigned by supervisor Why Penske is for You: • We take pride in offering a competitive wage and great benefits. • This position, at this location, offers shift differentials that will vary based on second shift (starting after 11am) or third shift (starting after 9pm) and weekend work. • This position, at this location, also offers individuals who hold a current and valid CDL will be eligible for a $2.00/hr rate. • Penske offers ongoing skills training for to our maintenance associates, so you can grow your career! General Requirements: • High school diploma, equivalent, or prior work experience preferred • Valid driver's license required • Excellent customer service and communication skills • The ability to work well as part of a team • The ability and willingness to work outside • Basic mechanical ability and tool usage (preferred) • Basic computer skills • The associate will be required to understand and comply with specific instructions, guidelines, rules, regulations, or other information established by Penske management • The associate must be able to perform all work adhering to DOT, OSHA, and all Penske safety and maintenance policies; including but not limited to the correct selection and use of appropriate tools, PPE, machine guarding, and established best safety practice. • Regular, predictable, full attendance is an essential function of the job • Willingness to work the required schedule, work at the specific location required, complete Penske employment application, submit to a background screening (to include criminal checks, past employment and education), the ability to pass a drug screen and physical as required by the Department of Transportation, and potential travel within a near geography for training are required. This position is regulated by the Department of Transportation or designated as safety sensitive by the company, and the ability to work in a constant state of alertness and in a safe manner is required. Associates must have the ability to accept responsibility for their own safety, as well as the safety of others. Physical Requirements: The physical and mental demands described here are representative of those that must be met by an associate 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 associate will be required to move frequently, stand, walk, climb, bend, and sit for extended length of time throughout their scheduled working period. • The associate is required to use their hands on a routine and daily basis to grasp, reach, touch, handle, feel, and/or otherwise operate required tools or controls. • The associate must be able to work safely at heights using applicable ladders and elevated working platforms. • The associate must be able to safely work in all weather conditions. • Given the frequent movement of large trucks through the workplace, the associate must be able to see and hear in order to safely navigate the work environment. • The associate must be able to regularly lift and/or move up to 50lbs/23kg and occasionally lift and/or move up to 100lbs/45kg. Penske is an Equal Opportunity Employer PJ300 Job Category: Vehicle Maintenance/Mechanics/Technicians Job Family: Vehicle Maintenance Address: 4300 Petersburg Rd Primary Location: US-KY-Louisville Employer: Penske Truck Leasing Co., L.P. Req ID: 2330084

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 Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative 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: $18 - $20 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 Financial Services 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.

Job DescriptionBenefits: Competitive salary Paid time off Profit sharing ROLE DESCRIPTION: As a Registered Representative - State Farm Agent Team Member with Mike Kenney - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Provide investment options and consult securities to customers. Conduct financial needs analysis and recommend investment products. Manage customers portfolios and provide ongoing support. Stay updated on market trends and regulatory changes. Conduct presentations and seminars on investment topics. Maintain accurate records of transactions and customers interactions. Ensure compliance with industry regulations and standards. QUALIFICATIONS: Series 6 or 7 license and other relevant certifications. Strong knowledge of investment products and financial markets. Communication and customer service skills. Ability to build and maintain customers relationships. Detail-oriented with strong analytical skills. Proficiency with financial software and tools. High ethical standards and professionalism.