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  • Dispatcher / CSR

    Fox Service Company 4.0company rating

    Finance service representative job in Clearwater, FL

    FAST of Florida is seeking a Dispatcher/Customer Service Representative to join our growing team! The Customer Appointment Specialist creates and organizes service appointments efficiently and assures that all customer commitments are met while providing high-level service and a top-notch customer experience. We are looking for upbeat, empathetic sales-minded appointment setters who have a strong desire to ensure excellent customer experiences and be part of a winning team! As a Dispatcher/Customer Service Representative, your essential responsibilities will include but are not limited to: Provide top-notch customer service to both internal and external customers. Take incoming customer calls. Schedule work for all service lines (HVAC, Electrical & Plumbing) Prioritize calls according to urgency and importance (emergency vs non-emergency). Maintain the dispatch board. Inform customers of the progress of service operations while ensuring that Technicians operate in a cost-effective fashion. Ensure Technicians are on route and show up on time. Verify Technicians have included photos, notes, and adequate detail in work orders. Daily follow-up on assigned service line. Administer proposals/quotes in a timely manner (within 24 hours). Work with department manager to ensure more complex quotes are issued on time and accurately. Courtesy call all residential customers once work is completed to ensure customer satisfaction. Send online review requests after courtesy call is completed and all issues are resolved. Take part in the Saturday rotation and closing shifts. Ensure all jobs are closed out accurately and in a timely fashion. Qualifications: High School Diploma or GED required. Experience in large service operations preferred. Advanced customer service skills required. Excellent time management and organization skills. Proven ability to handle multiple projects and meet deadlines. Must be able to multi-task. Excellent written and oral communication skills Strong organizational, problem-solving, and analytical skills Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. Strong interpersonal skills. Ability to deal effectively with a diversity of individuals at all organizational levels. Good judgement with the ability to make timely and sound decisions. Creative, flexible, and innovative team player. Ability to work under high pressure effectively and maintain positive attitude.
    $23k-31k yearly est. 5d ago
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  • Bilingual Medicaid Customer Service Representative

    Leeds Professional Resources 4.3company rating

    Finance service representative job in Tampa, FL

    FLSA STATUS: Not-Exempt About Leeds Resources: At Leeds Professional Resources, our priority is client and candidate customer service. We want our clients to feel that they have received the best customer service experience from start to finish of the recruitment process. We pride ourselves on taking the time to understand the client's business and the challenges that an organization incurs on a daily basis. About our Client Our client is a reputable resource center for senior citizens and is committed to excellence for their client base. Their staff of professionals work closely with seniors, their families, and help to identify and locate any services they need. The team is looking to add an additional Medical Customer Service Representative to the growing team. This role is a temp to perm role (Pending performance). This role is an hourly based position and will be eligible for overtime payment. Job Qualifications: Bilingual in English and Spanish Bachelors Degree; or Associate Degree and two (2) years of experience; or High School Graduate or Equivalent and four (4) years of experience Successful completion of applicable background screening required
    $20k-29k yearly est. 2d ago
  • Customer Service Representative

    Prokatchers LLC

    Finance service representative job in Tampa, FL

    Prior contact center experience and inbound phone calls case management. Calls can be related to pay inquires, LOA, etc Use of case management software and call management software preferred. They use ServiceNow for Case Management. Answer and field all types of calls that come in - provide assistance and/or direction. Provide One HR expertise and support to the HR community and employees
    $24k-32k yearly est. 1d ago
  • Assistant Service Rep

    Great Bay Distributors 4.5company rating

    Finance service representative job in Holiday, FL

    Full-time Description Summary: To provide each account with reliable and efficient delivery through the Great Bay service call. Essential Duties and Responsibilities Execute product freshness and rotation standards and communicate any potential problems to the account manager. Provide customers with reliable and efficient delivery through Great Bay structured service call. Monitor competitive activity on a daily basis and provide sales management accurate information. Walk safety circle and perform pre-trip inspection, and follow checkout and check-in procedures in accordance of company policies. Notify account manager of any accounts unable to be serviced. Complete all sales tickets, settlement sheets, and related paperwork neatly/accurately. Honor all business commitments to customers. Assist with the building of displays. Follow and execute the Great Bay standard service call. Compliance with all Equal Employment Opportunity rules and guidelines. Ability to cooperate with others as needed to complete job tasks. Ability to appear at work as scheduled, mindful of the company's attendance policies. Must be able to safely drive and maneuver a 40' semi-tractor trailer. Must be able to operate an electric pallet jack. Follow check-in and checkout procedures. Honor all business commitments to accounts. Merchandises palletized delivery. Assists in building displays, maintaining rotation, stock coolers, and maintain existing displays. Drive vehicle safely, courteously, and obey all traffic regulations. Weekend pull-up as needed. Ability to appear at work as scheduled, mindful of the company's attendance policies, While on duty and in uniform, Merchandisers represent Anheuser - Busch and Great Bay. They must relate well with retail customers and the public. Rotate all products according to Greta Bay and Anheuser - Busch standards. Perform Structured Service Call completely at each assigned stop. This includes but is not limited to: counting truck load unloading product from trucks stacking and loading product on hand trucks/breakdowns pushing/pulling loaded hand trucks/breakdowns into retail accounts from parking lots checking in product navigating hand trucks/breakdowns inside customer locations unloading and unpacking products affixing price stickers to products filling all retail slots and displays with product in proper rotation neatly stocking product in customers' back stock storage discarding any and all trash, flats and cartons collect and accurately count and check in any payments for product delivered Competencies: Communication Ethical Practice Relationship Management Secondary Duties Attend all required company meetings Merchandisers must follow all company policies and procedures, must comply with State beverage regulations and Great Bay's safety program Keep Company provided vehicle clean Must follow instruction Other duties as assigned Must be adaptable to change, this is including, but not limited to: daily schedule or route, working hours, weekly schedule, Team leader, etc. Requirements Knowledge/Skills and Abilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to fill out work orders and other correspondence. Ability to speak effectively with groups of customers. Obtain Pallet Jack training and certification. Customer Service Skills: Ability to relate well with co-workers, supervisors, customers and the general public. Certificates, Licenses, Registrations: Current valid Class “A” Florida Drivers' License. This license must comply with our insurance carrier's guidelines for an acceptable, insured driver. Ability to obtain a Class “A” CDL. Maintain Medical DOT card. 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 reach, climb or balance. The employee is frequently required to stand, walk, sit, use hands, talk and hear. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must constantly lift and/or move 25 pounds and occasionally lift and/or move up to 171 pounds. The employee must occasionally pull and/or push up on a loaded 2/4 wheel hand truck on uneven surfaces and up delivery ramps. Working Conditions: The employee is regularly exposed to outside weather conditions. The employee is frequently exposed to extreme cold while merchandising and rotating products in coolers. Other Duties: Please note this 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. Management reserves the right modify this job description at any time. Salary Description $1,049/weekly
    $1k weekly 60d+ ago
  • Trader

    Sherwood Lumber Corporation 3.8company rating

    Finance service representative job in Tampa, FL

    Job Description We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country. SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades. DUTIES AND RESPONSIBILITIES: · Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily. · Sources new sales opportunities through inbound and outbound prospecting calls and emails. · Understands accounts, identifies key players and generates interest. · Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth. · Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements. · Prepares and sends valuable offers daily. · Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers. · Executes timely and accurate trades based on market data, movement and prices. · Provides competitive market intelligence and insights to prospects and customers. · Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis. · Purchases product for various types of sales. · Handles inbound calls and provides callers with product and service information. · Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests. · Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required. · Maintain and review sales and profit goals on a regular basis · Participates in daily sales meetings and other various team meetings. · Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members. · Attends outings, shows and conventions as directed by management. · Submits customer sponsorship requests to management in a timely manner. · Provides management with suggestions that will improve our company. · Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions. · Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs. · Performs other related duties as assigned by management. SUPERVISORY RESPONSIBILITIES: · This job has no supervisory responsibilities. QUALIFICATIONS: · Computer skills required: Microsoft Office Suite o 4+ years' experience in sales or a related field (experience in building materials a plus). o Excellent written and oral communication skills. o Strong team player, work ethic and commitment to job. o Excellent interpersonal skills. o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers. o Ability to multi-task in a fast-paced environment. o Ability to work closely with peers on team orientated goals. o Ability to follow company directives and instruction. PHYSICAL DEMANDS AND WORK ENVIRONMENT: Occasionally required to stand. Occasionally required to walk. Continually required to sit. While performing the duties of this job, the noise level in the work environment is usually quiet and moderate. The employee must occasionally lift and/or move up to 10 pounds.
    $55k-97k yearly est. 28d ago
  • Associate Banker Government -Middle Market Banking & Specialized Industries

    JPMC

    Finance service representative job in Tampa, FL

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Government Associate Banker is for you. In this role 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 manage internal and external client dialogue. As a Banker Associate in the Government - Middle Market Banking team, you will play a crucial role in complementing your banking team, while also operating semi-independently to introduce our comprehensive solutions to government clients and prospects. You will support bankers and treasury management officers in expanding and nurturing state and local governments within the Middle Market Banking & Specialized Industries target space. Your systematic approach to relationship management and prospecting will be instrumental in identifying needs and suggesting the suitable banking services. Your extensive local connections and market knowledge will be invaluable in this role. 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 efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills: 3+ years with above average performance results in a similar banking role or related experience. Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to work independently and develop and maintain internal and external relationships Demonstrated ability to present to clients and prospects to create and retain new and profitable relationships in a highly competitive environment Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills: Bachelors degree preferred Excellent problem solving, oral, and written communication skills Superior knowledge of the market dynamics and its business environment preferred
    $74k-146k yearly est. Auto-Apply 60d+ ago
  • Part Time Associate Banker Tampa Bay Northwest South (30 hours)

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Clearwater, FL

    JobID: 210628742 JobSchedule: Part time JobShift: Variable : 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.
    $33k-78k yearly est. Auto-Apply 4d ago
  • Customer Service Representative

    Amerivet 3.6company rating

    Finance service representative job in Tampa, FL

    About us: At Animal Doctors of South Tampa, we believe that thriving teams build thriving communities. We are a walk-in only clinic serving the Tampa Bay area delivering wellness and vaccination care, critical care, dentistry and advanced surgery. When you join us, you're stepping into a career with a mission and purpose - and not just a job. Your work helps deliver essential high-quality care for the pets and families who count on us. As a veterinary professional at Animal Doctors of South Tampa, you can expect the freedom to do your best work with the tools and resources to support your career growth. Plus, you'll have a full network of support-from local team leaders, veterinary experts, and a dedicated Support Center that's here to help. Your voice matters here. Your work has a purpose, and we're here to help you grow in a way that feels meaningful for you, your team, and the pets and clients in the community around you. Job Summary: As our clients' first and last point of contact, the Client Service Representative (CSR) is vital in consistently delivering an exceptional client experience. To provide an exceptional experience, a CSR manages appointments, answers calls, processes patient information, and ensures seamless communication between clients and our medical team. Through our tech systems, you'll help streamline processes, enhance client access to care, and create a welcoming environment for pets and their owners. Key Responsibilities: Client Communication & Scheduling: · Answer calls and emails promptly with professional, friendly service · Schedule appointments based on client needs and veterinarian availability, including forward booking · Use technology to send appointment reminders, confirmations, and follow-up messages to keep clients informed and their pets' care on track · Make outbound calls to re-engage lapsed clients and encourage them to schedule appointments Client Relations & Service: · Greet clients warmly and ensure a positive experience throughout their visit · Use active listening to gather important medical information and triage inquiries, directing more complex questions to the medical team · Demonstrate empathy in all interactions, especially when dealing with upset or emotional clients, while maintaining a calm and professional demeanor · Promote current promotions and campaigns, keeping clients informed about special offers, services, and initiatives Managing Patient Information & Technology: · Update client and patient records in our practice management system with accuracy and efficiency · Process billing transactions, including credit card payments, digital payments, financing options, and insurance claims · Maintain organized records of client communications and appointments to streamline operations Support the Medical Team & Practice Operations · Provide clients with accurate post-visit instructions, including medication schedules and follow-up care · Help maintain a clean, organized reception area and assist with daily practice operations as needed · Inform clients about the services offered, preventive care options, and how they can conveniently book appointments online or shop for pet products through our online store Qualifications: · Previous customer service and veterinary experience required · Able to work rotating Saturday's · Excellent communication skills and a strong desire to provide compassionate, client-focused service · Basic proficiency with technology, including scheduling software and online communication platforms · Strong organizational skills and the ability to handle multiple tasks efficiently, even during busy periods. Working Conditions: · Must be able to work in a fast-paced, dynamic environment. · Occasional lifting up to 40 pounds independently and physical tasks may be required At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities. Here's what you can expect when you join our team: Tailored development programs, mentorship, and career pathing to help you achieve your unique goals. Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being. Health, dental, vision, life insurance, and mental health resources to support your overall well-being. Generous paid time off and holidays, because your personal time matters. A supportive, collaborative environment where everyone feels a sense of belonging. Please note: Any Benefits listed above apply to full-time employees. At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
    $23k-32k yearly est. Auto-Apply 2d ago
  • Financial Services Representative - SIE (Tampa, FL)

    Morgan Stanley 4.6company rating

    Finance service representative job in Tampa, FL

    Are you interested in financial services ? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses . In This Role You Will : Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes : Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests . Following up with customers regarding outstanding account related items . Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions . Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley . Enjoy a hybrid work environment that enables employees to thrive . Competitive base salary and a wide range of additional benefits including. paid time off savings programs health care (medical, dental, vision) insurance plans tuition and licensing reimbursement along with student loan refinancing fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments generous parental leave Commitment to Diversity and Inclusion . Employees are encouraged to give back to your community. .What You Bring to the Table: You've successfully passed the Securities Industry Essentials (SIE ) Exam A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $38k-66k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Joanne Dauphin-State Farm Agent

    Finance service representative job in Pinellas Park, FL

    Job DescriptionBenefits: Simple IRA Hiring bonus 4 day work week Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with JOANNE DAUPHIN - State Farm Agent, you will successfully market the securities & financial products that manage everyday risks. Your proficient knowledge of securities & 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: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant securities licenses. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred
    $26k-40k yearly est. 25d ago
  • Banking Associate (Part Time 20hr) - Maximo

    TD Bank 4.5company rating

    Finance service representative job in Saint Petersburg, FL

    Hours: 20 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. Depth & Scope: * Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services * Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations * Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer * Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience * Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert * Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking * Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization Education & Experience: * High school diploma or GED * 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred * Demonstrated Customer Service skills preferred * Ability to work during operating hours to include evenings, weekends and holidays as scheduled * Teller experience preferred * Required to complete Teller training and part 1 of platform training upon hire * Strong organization skills to handle multiple tasks in a fast-paced environment * Excellent communication skills with ability to be concise, clear and consistent * Demonstrated effective problem-solving skills * Demonstrated ability to schedule and prioritize work * Demonstrated ability to work independently and within deadlines * Sound judgment in decision making and problem solving * Proficient in Microsoft Office * Notary License preferred Customer Accountabilities: * Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers * Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral * Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings * Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert * Understands and supports the Bank's customer service strategy * Considers the impact of decisions on the well-being of TD, its customers and stakeholders * Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers * Ensures tasks are performed within established policy and procedures * Successfully completes all required job specific, compliance-related training * Understands, utilizes and follows compliance/risk and control programs * Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans * Is knowledgeable of and complies with TD Code of Conduct Shareholder Accountabilities: * Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer * Accurately processes cash/deposit/withdrawal transactions and other account servicing requests * Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address * Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents * Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions * Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR * Follows policy and procedure for Customer Authentication * Acts as Dual Control agent when required * Follows all required open/close procedures Employee/Team Accountabilities: * Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of * the team * Be an active participant in personal performance and development activities * Acts as a brand champion both internally and externally * Collaborates with team members in contributing to the success of the team and organization * Partners as a team player * Actively seeks opportunities to improve delivery of work with high attention to quality standards * Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills * Positively embraces change * Adheres and participates in TD's Shared Commitments * Models quality service at every Customer interaction * Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience * May train and act as a mentor to newer colleagues Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Frequent Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Frequent Standing - Frequent Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $22-27.8 hourly Auto-Apply 5d ago
  • STATE VETERANS' SERVICE OFFICER - 50950014

    State of Florida 4.3company rating

    Finance service representative job in Bay Pines, FL

    Working Title: STATE VETERANS' SERVICE OFFICER - 50950014 Pay Plan: Career Service 50950014 Salary: 45,479.98 Total Compensation Estimator Tool Requisition #868212 ANTICIPATED VACANCY STATE VETERANS' SERVICE OFFICER FLORIDA DEPARTMENT OF VETERANS' AFFAIRS Bureau of Field Services Bay Pines VA Medical Center Bay Pines, Pinellas County Starting Annual Salary: $45,479.98 Paid Bi-weekly Excellent retirement package and optional deferred compensation plan. Health, vision, dental, disability, and other supplemental insurance available at reasonable premium rates. Paid vacation and sick leave. Nine (9) paid holidays and personal day. Tuition waiver available for State Universities and Community Colleges (up to 6 credits per semester). Education and employment history must be verifiable. Please attach any credentials you claim (degrees, certifications, etc.) to your application. MINIMUM QUALIFICATIONS: Applicant must have served as a member of the Armed Forces of the United States and separated from such service with an honorable discharge. A DD-214 member copy 4 or comparable document MUST accompany your application. * Must have a valid Florida driver's license. * Must have the ability and willingness to deal effectively and professionally at all times with diverse individuals. * Excellent customer service skills. * Excellent interpersonal skills: ability to work effectively with others. * Effective Team Player. * Excellent written communication skills. * Strong organization skills and ability to multi-task. * Successful completion of the due diligence process, to include but not limited to, a Level II background check and drug screen. PREFERRED QUALIFICATIONS: Preference will be given to candidates with the following knowledge, skills and abilities, as listed on their employment application / resume. * Three (3) years' employment experience as a Veterans Service Officer or comparable title / experience counseling and handling veterans' affairs. * A Bachelor's degree from an accredited college or university. E-7 or above rank may substitute for the required education. Direct experience may substitute for the degree requirement on a year for year basis. * Proficiency in Microsoft Office Suite: Word, Excel, and Outlook. * Proficiency in web-based applications and specialized internet research. * Experience with FDVA Vetra-Spec and VA VMBS program applications. POSITION DESCRIPTION: * The incumbent will be assigned to the Bureau of Field Services, Bay Pines VA Medical Center, in Bay Pines, Pinellas County. * The primary responsibility of the incumbents in the positions allocated to this class is to perform administrative and professional duties required to work within the medical clinic and vet center as needed, interviewing veterans and family members, preparing and submitting claims for benefits to the U.S. Department of Veterans' Affairs. This task will be accomplished using established policies and procedures to ensure that all phases of assigned duties are covered. * Advocate with purpose and passion for Florida veterans and link them to superior services, benefits and support. Meet, interview, counsel, using VA Data systems and obtain information in order to prepare and submit claims for any / all federal and state benefits that each client may be entitled to receive. Assist in preparing and perfecting" appeals", provide representation at fee basis, hardship eligibility hearings, request for waivers of federal entitlements, military discharge review hearings or Regional Office VA hearings as required. * Review and interpret VA laws, rules and regulations affecting veteran's entitlements in applying for federal and state veterans' benefits. Respond to telephonic or written inquiries from citizens, veterans, dependents, Post, Chapter, County, and State Veterans' Service officers with accurate and complete information. Provide accurate and current information relative to problems with the administration of benefits with the local agency of jurisdiction, process daily incoming mail and correspondence. Complete forms and documents utilizing the Department's Systems. This includes entering all clients' information into the computer database. If working in a medical center or hospital, visit each new admission to the medical center at the request of the veteran or health care provider within 48 hours of the request. * Assist all accredited organizations, state, county or others in obtaining medical information necessary to support claims for benefits. Maintain rapport and liaison with VA outpatient staff regarding case development and treatment to support claims processing and advocacy issues. Confer with clinic, service center and medical center staff as required. Safeguard and protect all private medical information and claims information in accordance with appropriate regulations and statutes. * Represent the Florida Department of Veterans' Affairs by providing briefings and information on State and Federal veterans benefits at local events, military bases, medical center meetings, and community fairs and other events as determined your supervisor and the department. Represent FDVA on committees, advisory boards and consumer service programs established at VA medical centers and satellite outpatient facilities. Deploy and provide assistance during State emergencies such as providing assistance at disaster recovery centers (DRC) throughout the state after natural disasters. * Assist in preparing forms, obtaining signatures, financial data, and personal information for veterans requesting admission to State Veterans' Nursing Homes. When necessary visit and provide assistance to the home in completing applications, verifying eligibility and financial data and assisting family members in obtaining state and federal veterans' benefits. * Visit and provide on-site assistance, claims preparation and submission of claims to all Florida National Guard units in the geographical area. Maintain contact with all guard and reserve units and active military installations in the Florida geographical area. * Perform other related duties to include but not limited to, attendance at conferences, seminars, schools of instruction and upon request serve as an instructor, or speaker at public events. * Other related duties as assigned by supervisor. This position is in the Career Service System. The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace. Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation. The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act. VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans' Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement. Location:
    $45.5k yearly 14d ago
  • Financial Services Representative - SIE (Tampa, FL)

    15 Ms Investment Mgmt

    Finance service representative job in Tampa, FL

    Are you interested in financial services ? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses . In This Role You Will : Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes : Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests . Following up with customers regarding outstanding account related items . Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions . Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley . Enjoy a hybrid work environment that enables employees to thrive . Competitive base salary and a wide range of additional benefits including. paid time off savings programs health care (medical, dental, vision) insurance plans tuition and licensing reimbursement along with student loan refinancing fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments generous parental leave Commitment to Diversity and Inclusion . Employees are encouraged to give back to your community. .What You Bring to the Table: You've successfully passed the Securities Industry Essentials (SIE ) Exam A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $26k-40k yearly est. Auto-Apply 60d+ ago
  • Financial Service Representative

    The Check Cashing Store

    Finance service representative job in Tampa, FL

    Are you a dynamic and driven sales professional? If so, The Check Cashing Store wants you to join our team. In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off 401K with company match Tuition assistance Career development Branch Location: 5105 E Fowler Avenue During a typical day, you will: Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution of all customer transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Complete all documentation accurately Follow safety, security, and compliance requirements Successful candidates will: Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma or equivalent #SJ About us: Momentum Financial Services Group is a top financial services provider in North America We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store We offer access to cash and related financial products to help customers achieve their financial goals We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store We value: Employees who are committed to continuously improving their performance and achieving new levels of success Recognizing our employees for their achievements and developing them to be future leaders Diversity is an essential element for the success of our business Giving back to our local communities through annual contributions to charities and non-profit organizations Next Steps: Apply now to be considered for this opportunity! About The Check Cashing Store - Our Commitment to Responsible Innovation At The Check Cashing Store, we are committed to building innovative solutions grounded in ethical, transparent, and responsible use of data and technology. Aligned with the principles outlined in Canada's Artificial Intelligence and Data Act (AIDA), we take a proactive approach to ensuring that any AI or data-driven systems we use are safe, fair, and accountable. We prioritize strong data governance, clear communication around how systems work, and safeguards that reduce risks and protect individuals. Our focus is on developing tools and processes that promote equity, reliability, and trust, supported by ongoing monitoring and continuous improvement. Joining The Check Cashing Store means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.
    $26k-40k yearly est. Auto-Apply 19d ago
  • Customer Service Representative

    Copart 4.8company rating

    Finance service representative job in Tampa, FL

    Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology. The Customer Service Representative (CSR) provides exceptional customer service to internal and external customers of Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to obtain the release of vehicles that are located at body shops and/or other locations including residences. In addition to other office support functions as needed. The CSR is the face of the Company as they are often the first interaction our customers have with Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. Understanding client needs and offering solutions and support. Position may expand to include Chat and Email Customer Support. Answer and place calls in a professional manner. Measured on call quality -- (Knowledge, level of professionalism, time to place follow-up calls) Focus on a call resolution& use company resources to gather information and offer solutions to meet customer needs. Other duties as assigned. Required Skills and Experience: * One year of office support experience in a customer service role preferred * High School diploma * Excellent customer service skills and attitude * Excellent written and verbal skills * Proficient with office equipment * Attention to detail * Problem-solving * Computer proficiency - MS Suite * Typing speed 45WPM * Professional appearance * Ability to multi-task in a fast-paced environment * Bilingual skills a plus * Occasional overtime as needed Pay: $18.00 - $20.29/ Hour. Benefits Summary: * Medical/Dental/Vision * 401k plus a company match * ESPP - Employee Stock Purchase Plan * EAP - Employee Assistance Program (no cost to you) * Vacation & Sick pay * Paid Company Holidays * Life and AD&D Insurance * Discounts Along with many other employee benefits. At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully. E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program: * E-verify Participation * Right to Work
    $18-20.3 hourly Auto-Apply 7d ago
  • Customer Service Representative

    Fastsigns 4.1company rating

    Finance service representative job in Sarasota, FL

    Responsive recruiter Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer Service Representative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person? 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.
    $23k-29k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    George Quarterman-State Farm Agent

    Finance service representative job in Bradenton, FL

    Job DescriptionBenefits: Company Team Events 401(k) matching Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: The G. Quarterman State Farm Agency is seeking a qualified and energetic professional for the role of Financial Services Representative. As a customer-oriented expert, you will market Life/Health/Annuity Insurance along with Investments Products to benefit the public and their families to protect their ability to create wealth. Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for the George Quarterman - State Farm Agency may be the career for you! Our office markets both insurance and financial service products. We have been highly successful for over 30-years with recognition statewide and nationally. The right professional will be able to duplicate this performance, should they desire to have an opportunity to own their personal agency at some point in the future. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn new computer functions Ability to work in a team environment NW Mutual, New York Life, Farm Bureau, State Farm, AAA, etc. or Independent Agency Experience preferred 215 & 220 Licensing required, Series 6 preferred if possible Bi-lingual: Spanish Preferred but optional Our team mission is to serve our community and customer base to the fullest so that each can strive toward success and happiness. What's most important to me and my team is that we're here to help people! With over 34 years in this industry, I have built a business from nothing into an opportunity that has provided life changing events for my family. This is what I want to share with our employees who seek a better future as well. 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. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $26k-40k yearly est. 14d ago
  • Service Associate

    EŌS Fitness 3.9company rating

    Finance service representative job in Tampa, FL

    EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees know how to rise to a challenge and handle it head on. EōS Fitness' Core Purpose is to create loyal, lifelong fans and exercise practitioners. To achieve this purpose, our Core Values are: Take Personal Responsibility, Be Optimistic & Have Fun, Learn & Grow, Be A Team Player, and Fight Hard To Win. Core Purpose: To create loyal, lifelong fans and exercise practitioners. Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members, guests, and staff upon entry, they serve as representatives of our gym's commitment to exceptional service. The Service Associate will handle member inquiries and requests, offer knowledgeable assistance, and ensure every individual feels valued and supported in their fitness journey. While these responsibilities encompass a broad spectrum, our Service Associate remains flexible and adaptive to the evolving needs of our gym, with duties subject to change under the discretion of management. Position Purpose: Be a great host, the members best source of information and create a fun atmosphere for members, guests and staff. Core Purpose: To create loyal, lifelong fans and exercise practitioners. Responsibilities: Greet members and guests with a friendly and professional attitude Provide information about gym services, programs, and membership options. Address member inquiries, concerns, and complaints promptly and professionally. Check-in members and guests using the gym's management system. Oversee and manage check-in alerts and notifications. Ensure the front desk area is clean, organized, and stocked with necessary supplies. Process payments for memberships, classes, and retail items. Follow safety protocols and procedures to ensure the well-being of all gym members and staff. Monitor and manage inventory levels for coolers, beverages, and bar items, as well as track sales performance. Support a clean and well-maintained facility by conducting gym walks, picking up trash, restocking supplies, and completing locker room and bathroom checks. Qualifications: Previous experience in customer service or front desk role. Experience or strong interest in the fitness industry is a plus Excellent interpersonal skills with a customer-focused attitude. Ability to multitask and handle a fast-paced environment. Proficiency in MS Office and familiarity with gym management software. Strong organizational and problem-solving skills. Flexibility to work evenings, weekends, and holidays as required. And, of course, someone who embraces our Core Values! Requirements: CPR certification required within 30 days of hire. Must attend all mandatory company trainings withing 30 days of employment. Follow all current company policies and standard operating procedures, which may be updated or changed over time. Ability to work in a gym setting; move about club floors and rooms; communicate with employees, members, and the public Ability to bend routinely and repetitively to lift more than 40 lbs. Ability to access and operate company computer systems in order to prepare documents, enter data, and read reports from database or email system. Hourly Pay Range $15 - $16 USD Benefits and Perks: A highly energetic and collaborative team. A management team that cares about your professional development. Free membership for you and plus one family member. Discounted Personal Training, and merchandise - including supplements. Employee referral program. Daily Pay offered - access your funds before payday. Competitive pay plus vacation, holiday, and sick pay.* Group Health, dental, vision, Supplemental Life, Employee Assistant Program and even Pet Insurance are offered!* 401(k) + Company matching!* Personal education growth options with Sophia Learning. * Based on eligibility of tenure and full-time vs. part-time employment. EōS Fitness is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on qualifications, merit, and business needs, without regard to race, color, religion, gender identity, sexual orientation, national origin, age, disability, or any other legally protected status. To view more information on our CCPA policy, click HERE. EEO is The Law - click here for more information Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled EōS Fitness participates in the government eVerify program. Please review the details of this program by clicking here . We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the Recruiting Help Line at ********************************* or by calling ************. To check on the status of your application, please visit the Greenhouse Candidate Portal at my.greenhouse.com for updates.
    $15-16 hourly Auto-Apply 19d ago
  • Banking Specialist

    Everbank

    Finance service representative job in Clearwater, FL

    The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships. **Key Responsibilities and Duties** + Promotes financial services suitable for the client based on profiling, identifying client's needs, acting as an advocate and partnering with specialists throughout the enterprise. + Performs cash vault and/or other financial center operational responsibilities as directed. + Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications. + Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan. + Exceeds client expectation by taking ownership and accountability of the client and making the client's needs a priority. + Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth. + Refers customers' financial needs to other bankers and partners as needed. + Executes the bank's risk culture and strives for operational excellence. + Adheres to established policies and procedures while opening/servicing the full range of Retail products. + Understands competitor products and services and advantages of the organization's banking products and services. **Minimum Qualifications** + 2+ years of hands-on experience in retail banking, with a strong background in teller operations and cash handling. + Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities. + Skilled in assisting small business clients and opening new accounts, with a focus on personalized service. + Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions. + Previous experience delivering exceptional customer service, with the ability to multitask effectively in fast-paced environments. **Role Specific Work Experience** + No Experience Required; 2+ Years Preferred **Educational Requirements** + High School Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 3IC **Posting End Date: 1/26/26** **Job Seeker Notice** EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers (********************************************************* **Pay Range** $25 - $32 EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
    $25-32 hourly 19d ago
  • Banking Specialist

    U.S. Department of Defense 4.4company rating

    Finance service representative job in Clearwater, FL

    The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships. Key Responsibilities and Duties Promotes financial services suitable for the client based on profiling, identifying client's needs, acting as an advocate and partnering with specialists throughout the enterprise. Performs cash vault and/or other financial center operational responsibilities as directed. Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications. Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan. Exceeds client expectation by taking ownership and accountability of the client and making the client's needs a priority. Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth. Refers customers' financial needs to other bankers and partners as needed. Executes the bank's risk culture and strives for operational excellence. Adheres to established policies and procedures while opening/servicing the full range of Retail products. Understands competitor products and services and advantages of the organization's banking products and services. Minimum Qualifications 2+ years of hands-on experience in retail banking, with a strong background in teller operations and cash handling. Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities. Skilled in assisting small business clients and opening new accounts, with a focus on personalized service. Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions. Previous experience delivering exceptional customer service, with the ability to multitask effectively in fast-paced environments. Role Specific Work Experience No Experience Required; 2+ Years Preferred Educational Requirements High School Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 3IC Posting End Date: 1/16/26
    $30k-46k yearly est. 14h ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Largo, FL?

The average finance service representative in Largo, FL earns between $21,000 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 Largo, FL

$32,000

What are the biggest employers of Finance Service Representatives in Largo, FL?

The biggest employers of Finance Service Representatives in Largo, FL are:
  1. Joanne Dauphin-State Farm Agent
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