Commercial Flooring Sales Representative
Finance service representative job in Merritt Island, FL
We're Hiring: Commercial Flooring Sales Professionals
Village Flooring Plus LLC is expanding in Central Florida and looking for experienced sales pros who want real freedom - not corporate limits.
We're a direct importer and full-service flooring contractor with in-house installers, estimators, and admin support (April and team) to back your success.
💼 This is a 100% commission opportunity - no cap, no ceiling, no politics.
You bring the relationships and drive; we provide the tools, materials, and platform to win.
If you know how to build strong GC and developer partnerships and want unlimited earning potential, we'd like to talk.
📍 Based in Merritt Island & Orlando
👉 Message Kathy Liu, CEO - Village Flooring Plus LLC
Sales Representative
Finance service representative job in Orlando, FL
Maxim Crane Works is seeking a Sales Representative in Orlando, Florida!
Working independently, the Sales Representative is the primary point of contact for existing and potential customers. Also responsible for establishing, growing and maintaining customer relationships at the local level by providing seamless and consistent service to the customer. This is primarily accomplished by making regular visits to existing customer job sites, and the offices of former and potential customers.
Duties and Responsibilities
Makes regular visits to the job sites of existing customers.
Visits offices/job sites of former and potential customers making sure they understand Maxim's capabilities and products.
Establishes, grows, and maintains customer relationships at the local level by providing seamless and consistent service to the customer.
Conducts/coordinates office visits, site visits, and job planning meetings with Branch Manager and/or Regional Sales and Marketing Director
Prepares bids and gives technical advice on crane types and lift solutions.
Advises on availability of assets by timeframe and location.
Advises on crane lifting plans (3D lift planning)
Resolves disputes that pertain to customer related issues.
Functions as the primary liaison between the customer and Maxim Crane
Performs other duties as assigned or required.
What are the perks?
We are proud to offer day one eligibility for medical, dental and vision plans. We also offer paid vacation, paid holidays, paid sick time, paid parental leave, and 401(k) plans with company match made every pay period. Maxim has other great offerings including life insurance, AD&D, flex and health savings accounts, wellness programs, critical illness and accident plans, and short-term and long-term disability, plus employee discounts. Additionally, we provide opportunities to expand your skillset and knowledge base.
Why Maxim?
Our work impacts our local communities, helping transform where people live, work and play. You'll be a part of some of the biggest, most high-profile construction sites across the country and have the opportunity to support our coast-to-coast team across 60 branches in the United States.
Minimum Requirements
Education:
BA/BS (Business, Marketing, Finance, or related field) or equivalent combination of education and experience.
Experience:
Minimum of 2+ years' prior crane sales experience is required
Skills/Knowledge:
Moderate level understanding of the regional market, clients, and competitors
Moderate level knowledge of MS Office and CRM software
Advanced level customer service skills
Advanced level written and verbal communication skills.
Advanced level analytical and problem-solving skills
Advanced level organizational skills and attention to detail
Other:
Current Driver's License and Maxim approved driving record must be maintained
Frequent local travel is required, occasional overnight travel may also be necessary
Language Skills:
Must be able to read and comprehend complex instructions, short correspondence and memos and the ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to other employees of the organization
Physical Demands:
The physical demands described herein 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 frequently required to walk, use hands to finger; handle or feel; and kneel; crouch; and talk; or hear; push and/or pull; reach; bend and/or stoop. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, peripheral vision and depth perception.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of an outside sales job. Moderate physical effort required; including sitting, standing, walking, using a keyboard, and a phone are regular actions performed in this role. Occasional exposure to the elements may occur while visiting Maxim Depots or customer job sites. Must be alert and aware while driving on company business.
Maxim is an equal opportunity employer and does not discriminate against employees or applicants for employment based on their race, color, religion, creed, sex, national origin or ancestry, age, sexual orientation, disability, genetic information or veteran status, as those terms are defined under applicable laws, or any other characteristic protected by law.
In-Home Sales Representative
Finance service representative job in Orlando, FL
Patio Enclosures by Great Day Improvements - Orlando
$150K-$350K+ First-Year Earnings - 100% Commission (No Cap, Ever)
We don't pay you to show up.
We pay you to CLOSE.
Patio Enclosures by Great Day Improvements has been America's trusted name in custom sunrooms, screen rooms, patio enclosures, and pool enclosures since 1966-over 250,000 installs and growing fast. We need 5-10 proven closers who want to own their income in 2026.
What You'll Do (and Get Paid Big For):
• Run 2-3 pre-set, pre-qualified appointments daily (we book them, you close them)
• Sell high-ticket sunrooms, screen rooms, patio enclosures - average deal $12K-$35K
• Earn 10-15% commission on every sale (top reps clearing $25K-$45K+/month)
• No cold calling, no door knocking, no lead costs - ever
What We Give You:
• Company-generated leads (multi-million-dollar marketing machine)
• Fully PAID training & ramp-up period
• iPad, demo kits, proposal software, financing apps - all provided
• Bi-weekly paychecks (direct deposit)
• Full W-2 employee benefits package available
• Management opportunities available for proven producers
Who Thrives Here:
• 1+ years in-home sales experience (sunrooms, windows, roofing, baths, remodeling, etc.)
• Proven closer who has written $750K-$2M+ annually
• Valid driver's license and reliable vehicle (no mileage reimbursement or company car)
• You see 100% commission as freedom, not risk
This is a full-time W-2 position built for wolves, not sheep.
Average first-year rep earns $180K+. Top 10% clear $350K-$450K+.
We move fast. Interviews this week. Start running appointments in ~30 days after paid training.
Apply NOW - send resume + (optional) last 12 months production to:
*************************************
Spots fill in days, not weeks.
Patio Enclosures by Great Day Improvements
America's #1 Name in Outdoor Living Since 1966
Equal Opportunity Employer | Background & DMV check required
Bilingual Healthcare Customer Service Representative - ORL
Finance service representative job in Orlando, FL
Credit Solutions of Lexington, KY is seeking to hire a full-time Bilingual/Spanish speaking Customer Service Representative to assist patients in resolving their medical balances so they can focus on the healing process. If you have experience in healthcare billing and finance and want a career where you can actually make a difference, apply today!
Customer Service Representatives enjoy a competitive wage plus benefits! Our benefits include paid time off, holiday pay, company-paid life insurance, a 401k plan, health benefits, vision, and dental benefits. Additionally, we offer flexible schedules, multiple opportunities to participate in and support charitable organizations, and monthly employee activities and recognition.
ABOUT CREDIT SOLUTIONS
Founded in 2003, Credit Solutions provides tailored Extended Business Office (EBO) Solutions as well as a full range of Bad Debt Recovery and Account Resolution service throughout the United States. With a pledge of excellence, we strive to allocate the best resources, giving our talented staff of professionals the best tools in order to achieve the best results for our clientele.
What employees say about Credit Solutions:
"What I've enjoyed most in working at Credit Solutions, aside from the wonderful team I work with, is I am learning to help someone else change or reevaluate their mindset to overcome their own personal and financial obstacles that otherwise may have remained in their way." - Alicia R.
At Credit Solutions, we believe that our employees are our most valuable asset. In fact, we attribute our success as a company on our ability to recruit, hire, and maintain a positive and productive workforce. A happy employee is a productive employee and our benefits reflect how much we care. Additionally, we provide numerous employee appreciation activities and a referral bonus program. Join our dynamic team and find out why our employees voted us the "Best Call Centers to Work For in 2018-2024"!
A DAY IN THE LIFE AS A HEALTHCARE CUSTOMER SERVICE REPRESENTATIVE
As a Healthcare Customer Service Representative, you are the cornerstone of our organization and the first point of contact for our patients. This is why we give our Customer Service Representatives the training needed to help patients navigate the billing process and resolve their outstanding balances. Over the phone, you actively listen to patients and assist them in resolving their medical balances by negotiating and collecting payments.
Your empathetic nature and ability to quickly resolve problems while remaining positive is essential to your success. And, when challenging situations arise, you continue to offer excellent customer service as you resolve their billing issues. The knowledge that you've helped someone in their time of need is truly rewarding and the best part of your job.
QUALIFICATIONS
High school diploma or equivalent
Previous customer service experience
Experience in healthcare billing and finance
Understanding of HIPAA
Ability to learn new software quickly
Do you have a desire to help others and make a difference in the community? Are you a team player? Do you have professional communication skills? Can you provide great customer service over the phone? Are you an empathetic active listener? Do you have a positive can-do attitude? If so, you may be perfect for this position!
WORK SCHEDULE
Our Healthcare Customer Service Representatives enjoy flexibility through three schedule options: M-F 8:00 am - 5:00 pm, 8:30 am - 5:30 pm, and 9:00 am - 6:00 pm.
ARE YOU READY TO JOIN OUR TEAM?
If you have experience in customer service and healthcare billing and finance and feel that you would be right for this position, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Part Time Associate Banker Space Coast Central (30 Hours)
Finance service representative job in Rockledge, FL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyCustomer Service Representative
Finance service representative job in Orlando, FL
Our company culture is built upon YKK's philosophy called the CYCLE OF GOODNESS™. We believe that providing value and being fair to our customers and our employees is what makes us a successful company in return. Guided by our core values and fundamental behaviors, we strive to foster a caring company, committed employees and challenging work that benefits our employees, customers, and communities. We offer competitive compensation packages, training and advancement opportunities. YKK AP America provides employees with a comprehensive benefits package designed to provide the security they need to enjoy life at home and at work. By providing a high level of benefit coverage at a reasonable cost to the employee, we hope to foster a long and productive employment relationship.
Position Summary
The purpose of this position is to interact with internal and external customers to provide information in response to inquiries about accounts, orders, products, and services.
Essential Functions and Key Responsibilities
Communicates with customers by phone or in person and receive orders.
Performs order entry by keying purchase information into the computer program.
Handles and resolves customer complaints and billing issues.
Acts as liaison between customers, sales group, and manufacturing facility.
Assists customers with the pricing of standard materials.
May solicit sales of new or additional products.
Other duties may be assigned.
Qualifications and Skill Requirements
High school diploma or general education degree (GED) plus 2 years as a Customer Service Representative with YKK AP or 2 years of customer service experience in the glazing industry; or equivalent combination of education and experience.
Be vigilant about safety.
Quality - conscious, oriented to excellence.
Recruiter Contact:
ASHLEY LITTLE
**********************
YKK AP America Inc. is an Equal Opportunity Employer committed to an inclusive workforce. YKK AP America Inc. will not discriminate or retaliate against applicants who inquire about, disclose, or discuss their compensation or that of other applicants. YKK AP America Inc. participates in the E-Verify program as required by law. Learn more about the E-Verify program (Opens in a new window).
YKK AP America Inc. is committed to working with and providing reasonable accommodations to job applicants with physical or mental disabilities. Applicants with a disability who require a reasonable accommodation for any part of the application or hiring process can follow the process outlined below when applying for a position: Provide your name and contact information to YKK AP America Inc.'s Accommodations team at accommodationrequest@ykkap.com. Your request will be responded to as soon as possible. Reasonable accommodations will be determined on a case-by-case basis in compliance with federal and state law.
Employment with YKK AP America Inc. is conditioned upon successfully completing a criminal background check, and a negative drug test for the presence of illegal drugs post-offer, consistent with state and federal law.
For candidates applying for positions in the state of California
YKK AP America Inc. will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act, San Diego County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and any other state of federal law as required. You do not need to disclose your criminal history or participate in a criminal background check until a conditional job offer is made to you. After making a conditional offer and running a criminal background check, if YKK AP America Inc. is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.
Notice on Recruitment Fraud
At YKK AP America Inc., we do not ask for personal financial information during telephone, in-person or video interviews nor do we charge job seekers fees as part of the recruitment process. YKK AP America Inc.'s recruiting correspondence will be sent by a recruiting representative with @ykkap.com email address and not @gmail.com, @yahoo.com, @hotmail.com or any other email domain service.
If you have concerns related to this issue, consider the following actions: 1) Place a freeze on your credit reports: ************************************************************** 2) file a complaint with the U.S. Federal Trade Commission: *************************************** and/or 3) file a report with your local law enforcement agency immediately.
Easy ApplyCustomer Service Representative, Jmn (Eastern Range)
Finance service representative job in Patrick Air Force Base, FL
American Communications Solutions and By Light Professional IT Services, together as Full Spectrum Operations (FSO) are hiring dedicated and talented IT professionals under the Eastern Western Operational Communications Services (EWOCS) contract. EWOCS provides reliable high-quality communications and innovative IT solutions for the Guardians, Airmen, and Government agencies assigned to Patrick Space Force Base, Cape Canaveral Space Force Station, and Vandenberg Air Force Base. Be a part of the team that delivers excellence in national missile defense, human space flight, space launch, and combat rescue!
Responsibilities
The Customer Service Representative Associate instructs customers in equipment operation; provides technical assistance; checks equipment remotely for malfunctions.
Performs a variety of maintenance and technical support on products such as equipment, integrated systems and subsystems, and software over the phone.
Analyzes and evaluates products and related performance.
Troubleshoots and diagnoses malfunctions to eliminate problem in minimum time.
Installs, upgrades and removes products ensuring coordinative engineering field change.
Completes system programming and optimization as part of the installation process.
Performs routine system maintenance and analysis functions, including hardware configurations and adding, removing and replacing equipment components.
Provides on-site end-user training on system operation, maintenance and limited troubleshooting.
Maintains effective customer communications and relations.
Under general supervision the Customer Service Representative Associate shall:
Works on assignments that are semi-routine in nature but recognizes the need for occasional deviation from accepted practices.
Work is checked since errors may cause delay or expense.
May assist and train less experienced personnel.
Required Experience/Qualifications
High School plus advanced training, and 3 - 4 yrs. of experience.
This position requires afterhours/weekend telephone support on a rotating basis.
Preferred Experience/Qualifications
Familiar with Air Force BMC Remedy trouble ticket system, Cyberspace Infrastructure Planning System (CIPS), and Integrated Data Maintenance System (IMDS)
Course Completion certification for Microsoft Windows 10
Special Requirements/Security Clearance
Active DoD Secret Clearance
Auto-ApplyCustomer Service Representative
Finance service representative job in Rockledge, FL
Job Description
MISSION:
The mission of BAC is to provide persons with disabilities innovative services and opportunities to achieve personal success.
Answer incoming calls from Department of Defense (DoD) and military veteran customers, troubleshoot, and resolve Tricare health insurance beneficiary support, web service, and communications issues. Candidates must be able to obtain and maintain a DoD SECRET security clearance. BAC will sponsor selected candidates to obtain this clearance.
EXAMPLES OF ESSENTIAL FUNCTIONS:
The list of essential functions below is intended to be representative of the tasks performed within this job. Other duties may be assigned based on business needs.
Responds to customer inquiries utilizing knowledge learned and available systems, applying independent judgment, and making independent decisions concerning established processes.
Apply strict guidelines for safeguarding the confidentiality of sensitive information to be processed. Follow appropriate actions to be taken in line with the policies and procedures surrounding confidential information.
Clearly and concisely document customer case notes in ServiceNow IT Service Management (ITSM) ticketing system.
Requires the performance of decision-making activities due to occasional unpredictable and random customer inquiries requiring choices between a variety of procedures.
Must be able to actively listen, ask probing questions, and communicate in clear and understandable terms. Must be able to determine the customer's desired product or service and provide thorough direction and appropriate information even when that desired product or service has not been specifically communicated by the customer's inquiry.
Determines requirements by working with customers. Answers inquiries by clarifying desired information; researching, locating, and providing information.
Research and process Military Service Member inquiries and complaints received made via telephone or Fax Server.
Resolves problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems.
Operates a PC and multiple mainframe databases to research information for interpretation and explanation to the Military Service Member or family.
Must be able to research, identify and explain problems and resolutions in a minimum amount of time. Other tasks are performed as required.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM QUALIFICATIONS:
High School Diploma
One year of customer service
A combination of education, certification training, and/or experience may suffice for the above requirements
Ability to obtain and maintain a DoD Secret Clearance (BAC will cover costs, but job retention is contingent upon obtaining clearance). The following documents may be required to start the clearance: Social security card, birth certificate, proof of citizenship
Must satisfy Florida Department of Children and Families (DCF) Level 2 background screening requirements.
Able to obtain a RAPIDS Certification (Certification occurs as part of the onboard training).
Basic IT experience or knowledge
PREFERRED QUALIFICATIONS:
Advanced knowledge of Microsoft Office Suite and/or Google Suite
Prior military experience
Current or previously held DOD Secret clearance
Any DoD Approved 8570 / 8140 baseline certifications (CompTIA, ITIL, ISC2, GIAC, etc.)
In addition to meeting the minimum qualifications listed above, an individual must be able to perform each of the established essential functions in order to perform this job successfully.
KNOWLEDGE, SKILLS, AND ABILITIES:
Safeguarding data and beneficiary information. Ability to handle confidential employment information with tact and discretion.
Ability to communicate effectively orally and in writing in English.
Knowledge of principles and procedures for employee support services.
Knowledge of the Health Insurance Portability and Accountability Act (HIPAA)
Ability to operate a computer using Microsoft Office Suite and applicable department/organization-specific software.
Must be skilled in the following: Time Management, Critical Thinking, Customer Service, Data Entry Skills, Listening, Phone Skills, Verbal Communication, Building Relationships, People Skills, Interpersonal Savvy, Problem Solving, Multi-tasking.
Ability to correctly interpret and efficiently implement all applicable policies and procedures.
Ability to manage multiple priorities to ensure that deadlines are met.
Ability to establish and maintain effective and collaborative working relationships with those contacted in the course of work.
Ability to regularly attend work and arrive punctually for designated work schedule.
TRAVEL:
None.
WORK AUTHORIZATION/SECURITY CLEARANCE:
Must be authorized to obtain and maintain authorized access to work on government installations and IT Systems.
PHYSICAL REQUIREMENTS:
Tasks involve sitting for extended periods of time. Above requirement can be performed with or without reasonable accommodations.
ENVIRONMENTAL REQUIREMENTS:
Tasks are regularly performed inside without exposure to adverse environmental conditions (example: dirt, heat, cold, rain, fumes).
SENSORY REQUIREMENTS:
Some tasks require manual dexterity, in addition to visual and hearing acuity.
Availability: Full Time
8-10 week training period: M-F 9 am - 5:30 pm
Typical shift time (post-training): M-F, shift times between 8 am - 8 pm
Salary: $17.75/hr.
Benefits:
Free medical, dental and vision insurance for employees, and a buy-up option is available.
Medical opt-out plan is available for qualified employees.
Paid holidays and sick time.
Paid vacation is available after one year of employment based on the number of hours worked
Full time employees are eligible to participate in the 401k plan on the first of the month following their date of hire.
Additional Supplemental benefits are available including Accident, Critical Illness, Short Term Disability and Hospital.
Employee Assistance Program.
Accepting applications until positions filled…
Applications may be completed through our website: **********************
*A completed application is required*:
BAC
Providing innovative services for individuals with disabilities to achieve personal success!
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. We are a Drug-Free Workplace.
See *************************** “About Us” page for history of this program.
Part Time Associate Banker Orlando Kissimmee South (30 Hours)
Finance service representative job in Orlando, FL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyPublic Finance - Mid-Level Associate
Finance service representative job in Orlando, FL
Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a mid-level Associate in the Public Finance Practice of our Orlando office. We offer competitive compensation and an excellent benefits package. GT is consistently among the top firms on the
Am Law
Global 100; the Associate will have the opportunity to work with clients, large and small, from variety of industries across the country.
Job Requirements
The Public Finance Group is looking for candidates with three to five years of experience. Ideal candidates should have experience in municipal finance, tax and securities law and have worked with governments as well as underwriters and banks on municipal finance transactions or equivalent experience. Candidates should possess excellent academic credentials, strong oral and written communication skills, meaningful professional experience, and the ability and desire to assume significant responsibility in a fast-paced environment.
To apply, submit your resume, cover letter, law school transcript (unofficial transcript is acceptable), and a writing sample.
GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual's race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.
Auto-ApplyMEMBER SERVICES REPRESENTATIVE III (Melbourne-Babcock)
Finance service representative job in Melbourne, FL
Job Details Melbourne, FL Full TimeDescription
The Member Services Representative III (MSR III) is responsible for providing exceptional service to members by listening to their requests and offering appropriate solutions. MSR IIIs interacts with members face-to-face in a fast-paced environment. The incumbent assists members with loan requests (consumer and real estate), opening and closing consumer depository (savings, checking, IRAs, etc.) and business accounts, issuing debit cards and credit cards, wire transfers, disputes, and fraud. MSR IIIs must be proactive in referring Launch Credit Union products/services to every member to enhance their financial wellbeing.
The MSR III assists' members with various types of transactions, examines checks, and balances their cash drawer each day. MSR IIls are also responsible for following all safety and compliance procedures to protect the assets of Launch Credit Union and its members, communicating effectively, and promptly resolving member concerns.
Primary Responsibilities and Duties
Identifies member needs and recommends appropriate products/services using credit reports and member information. Refers the member to appropriate branch representatives and/or business partner of applicable.
Conducts consumer, business, and real estate loan interviews and sends applications to loan underwriting for review and decisioning. Follows-up to determine the status of the loan. Provides regular updates to members. Disburses loan proceeds to members.
When appropriate, offers debt protection products (e.g., GAP Insurance, Debt Protection, etc.) to members.
Assists members with various services, including opening and closing consumer depository (savings, checking, IRAs, etc.) and business accounts, updates to existing accounts, safe deposit boxes, issues debit and credit cards, disputes/fraud, stop payment orders, wire transfers, etc.
Ensures members meet credit union membership eligibility requirements.
Assists members with credit union Digital Services products and services including troubleshooting.
Processes a variety of transactions (i.e., deposits, withdrawals, transfers, loan payments, check cashing, buys, and sells cash, etc.).
Examines checks for validity and processes them through the check scanning system. Determines and places applicable holds on checks in accordance with Reg. CC. Reviews alerts placed on member records and responds accordingly.
Balances cash drawer and checks daily. Accurately accounts for all cash and monetary instruments. Follows and completes all cash handling and balancing procedures.
Verifies the member's identity and communicates with members according to service standards while meeting production goals.
Resolves member issues promptly and professionally.
Maintains the highest level of confidentiality with all information obtained.
Monitors the member-tracking system and assists members in a timely manner.
Contacts Member Solutions regarding member payments when applicable.
Follows and ensures compliance with all operational procedures that are required to maintain accuracy, manage risk, prevent fraud, and protect members.
Ensures documents are completed accurately and saved to Launch Credit Union's document retention system.
Places outbound calls and follows-up on services provided, recommendations, new product launches, and improve/deepen relationships with members.
Balances cash drawer and checks daily. Accurately accounts for all cash and monetary instruments. Follows and completes all cash handling and balancing procedures.
Completes the branch End of Day sheet with checks, cash, and TCR totals.
Other Responsibilities and Duties
Develops, maintains, and demonstrates a working knowledge of credit union loan and member service standards, policies, procedures, and applicable state and federal regulations.
Participates in community and marketing events.
Refers members to all Launch business partners (i.e. investments, business payroll, etc.).
May notarize documents for members.
May assist with branch audits.
Assists MSR I and IIs as needed.
Sorts the daily work for the branch.
Checks email for updates.
Processes and balances the ATM and posts night drop transactions.
Prepares coin bags to ship to Brinks.
Assists members with their Safe Deposit Boxes.
Follows all Launch Credit Union policies and procedures.
Completes compliance training assignments in a timely manner.
Attends meetings and training sessions as required.
Performs other duties as assigned.
Qualifications
Education, Experience, and Skills Required
Note: Internal applicants must be in the Member Services Representative II role for a minimum of 6 months before being considered for the Member Services Representative III role.
A minimum of three years of similar or related experience.
A minimum of two years of experience in identifying member/customer needs and offering technical and sophisticated products in a production driven environment subject to individual performance, referral and or production goal.
A high school diploma or GED.
Have or ability to obtain an NMLS (Nationwide Mortgage Licensing System & Registry) license.
Ability and willingness to identify member needs and make appropriate product/service recommendations to meet those needs.
Excellent interpersonal skills, including displaying courtesy, tact, and diplomacy during personal contact with others inside and/or outside of the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Excellent written and verbal communication skills.
Demonstrated ability to build rapport and establish trust and confidence with members/customers.
Very strong mathematical skills and accurate cash handling skills.
Must be proficient in the use of computers with a demonstrated ability to quickly learn software applications, multiple programs, and systems.
Must be knowledgeable or have a demonstrated ability to quickly learn the credit union products, services, policies, and procedures, including digital services.
Demonstrated ability to learn and understand how to read a credit report.
Must be knowledgeable or have a demonstrated ability to quickly learn and understand the applicable regulations (i.e., Reg B, D, Z, CC, BSA, TISA, etc.).
Detail oriented, organized, ability to work under pressure in a fast-paced environment, and able to adapt to change.
Excellent judgment, decision making, and problem-solving skills.
Launch Credit Union is an Equal Opportunity Employer, including protected veterans and individuals with disabilities.
Customer Service Rep
Finance service representative job in Orlando, FL
**Duration: 03+ Months - Tempt To Hire** **Data Entry & Accuracy:** + **Need customer service for overflow help with other teams** + **Accuracy - creating accounts and cases** + **Updating information in accounts from Med Billers and** **Requirements:**
+ Strong accurate data entry skills
+ **Previous work experience in Specialty Pharmacy or Customer Service preferable**
+ **Professional level skills in computer use, including but not limited to Microsoft Office, email, web-based applications and key boarding skills**
+ Experience working with people in situations that are high-pressure and time-sensitive (either telephone or face-to-face), and that involve solving problems, making decisions, using excellent judgment and "customer service" skills. This can be obtained through a combination of work experience and post high school education, and need not be obtained in a traditional "customer service" setting
+ Strong ability to multi-task and strong time management skills
+ Ability to function in a high-volume, fast-paced environment
+ Dependable and strong work ethic
+ Ability to accept and implement feedback and coaching
**Specific type of experience preferred:**
+ **Experience working with databases (CRM preferable) or a tracking system; Salesforce CRM experience**
+ **Experience working in a health care/pharmaceutical industry environment**
+ Understanding of challenges associated with patients' medical condition
**About US Tech Solutions:**
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Banking Associate- Part Time 20 hours
Finance service representative job in Orlando, 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.
Auto-ApplySwim School Poolside Customer Service
Finance service representative job in Orlando, FL
Benefits:
Flexible schedule
Opportunity for advancement
Training & development
Deck Ambassador/ Customer Experience (Part-Time) Pay: $14/hour Hours: Up to 30 hours per week (afternoons, evenings, weekends)
About British Swim School - Lake Nona:
At British Swim School, we teach more than just swim lessons-we save lives. As we open our new Lake Nona location, we are building a team of energetic, customer-focused professionals who are passionate about children's safety and creating a positive environment for families. Our Deck Ambassador is a vital part of that mission.
Position Summary:
As a Deck Ambassador, you will act as the on-deck leader during swim lessons-supporting instructors, assisting families, and ensuring the pool deck operates smoothly and safely. You'll be a friendly, proactive presence who keeps communication flowing and supports the team's success. This role is ideal for someone who is organized, proactive, and excited to be part of a life-saving mission.
Key Responsibilities:
🏊 ♂️ Pool Deck Operations
Greet and check in swimmers and families with a positive attitude
Maintain safety and flow of student transitions on the deck
Provide support to families when needed
Ensure all pool safety procedures are followed at all times
📣 Communication & Customer Engagement
Act as the liaison between parents, instructors, and the front desk
Deliver lesson progress notes or updates to families as directed
Answer basic questions about schedules, levels, or program policies
Help manage on-deck challenges, such as nervous swimmers or late arrivals
🧼 Cleanliness & Facility Upkeep
Perform routine cleaning and stocking of bathrooms and showers throughout shift
Monitor cleanliness and safety of parent viewing areas and pool deck
Refill soap, paper towels, and toilet paper as needed
Take out trash and report any maintenance concerns to management
Ensure all public areas are neat and presentable at all times
Qualifications:
Friendly, professional, and enthusiastic-especially around children and families
Able to stand, walk, and remain on deck in a warm, humid environment for extended periods
Detail-oriented and able to manage multiple tasks at once
Comfortable cleaning and restocking restrooms/showers as part of shift
Previous customer service or early childhood experience preferred
CPR/First Aid certified or willing to become certified (training provided)
Must be available for weekday evenings and at least one weekend shift
What We Offer:
$14/hour pay
Up to 30 hours/week with flexible scheduling
Supportive, mission-driven team culture
Paid training and growth opportunities
How to Apply:
Submit your resume and a quick note about why you'd be a great fit as a Deck Ambassador at British Swim School Lake Nona! Compensation: $14.00 per hour
Working at British Swim School is more than just a job; it's a chance to create a lasting impact that could change a child's life.
As part of the British Swim School Team, you play a role in your local community, empowering others and sharing your passion. It's a chance to be part of a fun-loving team of dedicated people who are committed to promoting water safety and a lifelong love of the water.
While we teach swimming to people of all ages and abilities, most of our students are preschool and elementary-aged kids. Our instructors should like working with this age group and be good at making parents feel comfortable. It's helpful if you have experience with children or in a child-focused job, but it's not required if you can show the right attitude. The job comes with specialized training in our advanced and unique British Swim School approach.
We also have exciting opportunities with our Customer Service Team, even if you're not in the pool. These are the people committed to providing the best service in the industry. In these roles, you might talk to parents on the phone or by the pool. Wherever you are, the aim is to make everyone feel like part of the British Swim School Family as we focus on ensuring the “Survival of the Littlest.”
Each franchise location is independently owned and operated by a franchisee (franchise owner). 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 British Swim School Corporate.
Auto-ApplyRelationship Banker- Disney University
Finance service representative job in Orlando, FL
Calling All Banking Relationship Managers and Premier Bankers We have an incredible new opportunity launching in both our Orlando and California markets - Our Member Experience Advisor role! If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you.
As a Member Experience Advisor, you'll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals.
The Opportunity
This isn't just a job - it's a chance to make an impact. In this role, you'll:
• Be the trusted advisor: Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed.
• Lead with integrity: Mentor branch team members, sharing your expertise to elevate the entire team's performance.
• Drive meaningful results: Partner with leadership to achieve retail growth objectives while always prioritizing what's best for the member.
• Deliver exceptional service: Educate members on innovative products, services, and digital tools to make managing their finances easier and more rewarding.
What You'll Bring
We're looking for someone who thrives on building connections and delivering results. You'll need:
• Proven experience in financial services and advising affluent clients.
• Exceptional communication skills and a passion for delivering world-class service.
• A leadership mindset and a desire to make a difference - not just in members' lives but within your team and community.
• A Series 6 and 63 or equivalent as well as insurance licenses for Life, Health, and Variable products.
Why Partners?
At Partners Federal Credit Union, we don't just serve members - we empower them to reach their financial goals while creating meaningful relationships. Here, you'll find:
• A People-First Culture: We are driven by our commitment to our members and the communities we serve. Join a team that values collaboration, trust, and a shared purpose.
• A Commitment to Your Growth: From professional development opportunities to clear career paths, we invest in you so you can invest in others.
• As the credit union for The Walt Disney Company, our exclusive connection ensures best in class benefits and perks.
Apply today to become a key part of the Partners Federal Credit Union story. Let's create something extraordinary.
This position is the main point of contact for a select group of Partners' affluent members, as well as other selected members from the branch and geography they cover. They are considered a key front-line leader for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent actively promotes and cross-sells Partners' products and services during these transactions.
The Member Experience Advisor serves as a leader to all levels of Member Experience Professionals, answering questions and resolving more complex member requests, and assists the Branch Manager and Member Experience Manager as needed. The incumbent is professional, mature in nature, very organized and knowledgeable while displaying a welcoming and positive demeanor with members and co-workers, and maintaining professional and ethical service standards set by Partners. Affluent Member focus while keeping Partners' leadership competencies and core values centric to how you conduct business.
The Member Experience Advisor needs to be versed in all Member Experience Professional positions to maintain capability to lead and inspect lower-level Branch positions. Securities/FINRA licensing required. While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the MEA Program Manager to support strategic initiatives and ensure alignment with retail growth objectives.
Essential Responsibilities:
Comprehensive Relationship Management
• Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships.
Advice-Based Banking
• Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational.
Proactive Financial Needs Assessment
• Identify changes in members' life events and banking needs to recommend relevant financial solutions, helping members achieve financial success.
Product and Service Expertise
• Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively.
Transactional Support
• Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards.
Mentorship and Leadership
• Mentor all levels of branch Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and success.
Operational Support and Decision-Making
• Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching.
• Collaborate with the MEA Program Manager to implement initiatives that drive retail success.
Cross-Selling and Financial Growth
• Promote the credit union's objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch.
• Provide regular updates to the MEA Program Manager on performance metrics related to retail growth objectives.
Regulatory Compliance and Documentation
• Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems.
Member Education and Technology Adoption
• Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy.
Knowledge & Skills
Education Level:
High School or GED (required)
Years of Relevant Work Experience:
3 to 5 years (1 year minimum for Member Experience Professional)
Language Skills:
Spanish (preferred)
Haitian Creole (preferred)
Certifications, Licenses, Registrations, etc.:
NMLS Certification - Preferred
FL Notary - Preferred
Medallion Signature Guarantee Certification - Preferred
State L&D Insurance License - Required
FINRA 63 - Required
FINRA Series 7 - Preferred
FINRA Series 6 - Will Be Considered
Continued employment for Series 6 applicants is contingent upon obtaining the Series 7 within 90 days (with possible extension to 120 days for extenuating circumstances) of onboarding.
Other Training, Technical Skills or Knowledge:
Ability to use a personal computer and related software applications including Microsoft Outlook. - Required
Bachelor's Degree - Preferred
Experience in Episys - Preferred
Experience using Springboard - Preferred
Experience using Verafin - Preferred
Abilities and Behaviors:
• 3+ years' experience building and maintaining effective relationships with customers and Partners
• 3+ years of customer service experience
• 3+ years branch banking experience
• Excellent member service and conflict resolution skills
• Effective sales skills
• Strong problem-solving skills
• Clear and open communication skills
• Flexible; easily adapts to change
• Strong time-management, organizational skills & ability to multi-task
• Responsible; takes initiative and works independently
• Strong teamwork skills
• Excellent verbal, written and interpersonal skills
• Highly motivated, ability to successfully achieve objectives
Scope of the Job
Performance Standards:
• New Memberships: 5-8/Mo
• Member Satisfaction Evaluation
• Cash balancing standards
• Quality Reviews - Loan / Memberships
• Loan Originations: (12-17 funded applications/Mo, $300,000-$425,000/Mo)
• 8-12 Insurance Units/Mo, consisting of the following three:
• PLP Units/ 35% Penetration
• GAP/Units / 50% Penetration
• MBI Units / 10% Penetration
• 5-7 Qualified Referrals/Mo consisting of the following three:
• Wealth Management Referrals
• Auto Advisor / Autoland Referrals
• Home Mortgage Referrals
• Investment Product Sales: 2 new accounts/Mo
Discretion / Latitude:
This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
Interactions:
This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments.
Business / Work Environment:
• Shift work including weekends and home visits consists of hours outside of an 8 - 5 schedule to cover the hours of operation.
• Able / flexible to work evenings and Saturday at the convenience of the member.
• Able / flexible to visit the member at their place of work or home
Challenges:
Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday.
Training Requirements:
Basic Compliance Training Requirements
Basic NEO Training Requirements
Core System Training
Lending and New Account Platform Training
Cards Training (Springboard & Card Wizard)
PLP Training
Unity Training
Basic Underwriting Training focusing on quality loan application interviewing process & submission
Physical Demands & Environmental / Working Conditions:
Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.
The hiring range for this position in Florida is $51,200 to $76,800 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Auto-ApplyCustomer Service Representative - State Farm Agent Team Member
Finance service representative job in Cocoa, FL
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities:
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
Bilingual Spanish 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.
Customer Service Representative
Finance service representative job in Vero Beach, FL
Job Description We are seeking a Customer Service Representative to join our team. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ensure they have a great customer service experience with our company. Print shop experience preferred. Applicant must have experience working with Microsoft Office (word, excel outlook). Must be able to create a pleasant and positive environment for our customers with good phone skills. We are a fast paced, deadline oriented environment. Hours are Monday-Friday 9-5. If you are dependable please email resume.
Qualifications
High school diploma/GED
Previous experience as a Customer Service Representative or in a similar role is preferred
Comfortable using computers and customer management software
Excellent phone and verbal communication skills
Understanding of active listening techniques
Ability to work well under pressure
Highly organized with the ability to prioritize projects and manage time effectively
Healthcare Customer Service Rep
Finance service representative job in Orlando, FL
HealthCare Support Staffing, Inc. (HSS), is a proven industry-leading national healthcare recruiting and staffing firm. HSS has a proven history of placing talented healthcare professionals in clinical and non-clinical positions with some of the largest and most prestigious healthcare facilities including: Fortune 100 Health Plans, Mail Order Pharmacies, Medical Billing Centers, Hospitals, Laboratories, Surgery Centers, Private Practices, and many other healthcare facilities throughout the United States. HealthCare Support Staffing maintains strong relationships with top providers in healthcare and can assure healthcare professionals they will receive fast access to great career opportunities that best fit their expertise. Connect with one of our Professional Recruiting Consultants today to see how a conversation can turn into a long-lasting and rewarding career!
Job Description
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Qualifications
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Additional Information
Advantages of this Opportunity:
Competitive hourly pay above regional average at $16-$17/hour!
Longterm stability and individual professional growth potential from a national Healthcare company that continues to grow!
Daytime, weekday schedule.
You will have the opportunity to add great experience to your resume, while getting the chance to network with several future colleagues in a highly-competitive insurance claims field.
Interested in hearing more about this great opportunity? Reach out to Hanna at HealthCare Support Staffing for IMMEDIATE, SAME-DAY consideration. Interviews are being held THIS WEEK and immediate offers will be extended. Click I'M INTERESTED for more information; we look forward to hearing for you!
Customer Service Rep(05057) - 755 8Th Steet
Finance service representative job in Vero Beach, FL
Job DescriptionReceive and process telephone orders. Stock ingredients from delivery area to storage, work area, walk-in cooler. Prepare product Clean equipment and facility as requested.Ability to communicate verbally with customers and co-workers to process orders both over the phone and in person.
Ability to do basic math skills (accurately give change)
Have an outgoing personality with our customers, you will be our first contact with our phone in and carryout customers and will need to communicate with them in a friendly and professional manner.
Ability to enter orders using a computer keyboard or touch screen monitor.
Most tasks are performed from a standing position, there are no chairs for our employees, so you must be able to stand for long periods of time
Virtual Customer Service Representative
Finance service representative job in Vero Beach, FL
Why Meron Financial Agency?
Are you working hard but not getting paid what you're worth? Or maybe you're earning well but sacrificing your time, freedom, and peace of mind?
At Meron Financial Agency, we believe you can have both: financial success
and
a life you love.
We're not just building careers-we're building leaders, entrepreneurs, and legacies. Whether you're brand new to the industry or a seasoned pro, we'll give you the mentorship, tools, and proven system to help you grow without limits.
And the best part? No cold calling. You'll only connect with people who already asked for help protecting their families.
Why Agents Choose Us
Leads - No chasing, no begging
Ownership Pathway - Build your own agency
Hands-On Mentorship - Learn directly from top leaders
Cutting-Edge Tech & Training - Work smarter, not harder
Incentive Trips & Recognition - See the world while being celebrated
Partnerships with 60+ A+ Rated Carriers (Foresters, Mutual of Omaha, Transamerica, Americo, and more)
The Bigger Picture
Performance bonuses and capital opportunities
True work-life balance-design your schedule, your way
Passive income and long-term wealth-building options
A culture where people come first
What You Can Expect
Commission-Only with
uncapped earning potential
Average new agents earn $800-$1,200 per policy
Part-Time: $50K+ your first year
Full-Time: $80K-$300K+ your first year
Agency Owners: $200K-$500K+ annually in system-driven income
What We're Looking For
Driven, coachable individuals who want to make a real impact
Must live in the U.S.
Must be a U.S. citizen or legal/permanent resident
Don't just dream it-build it. Apply today and start creating the freedom, impact, and income you deserve.