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Finance Service Representative Jobs in Montgomery, AL

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  • Sales Representative - Corrugated - Montgomery, AL

    Smurfit Westrock

    Finance Service Representative Job In Montgomery, AL

    The Sales Representative is responsible for successfully managing existing customer accounts and establishing new opportunities to achieve annual sales objectives. The Sales Representative manages current customer relationships, prospecting and engaging new customers. The Sales Representative partners with management to complete budget planning, working with the Area Operations teams to understand and sell open machine capacity and value-added services, and supports cross-functional teams to ensure sales strategy execution. How you will impact WestRock: Define overall account vision, ‘Play to Win' and account growth plan for targeted customers by aligning market trends and customer needs with WestRock solutions Identify pricing dynamics within accounts to inform WestRock commercial decisions Effectively articulate sales vision and strategy to identify leads on new opportunities, manage prospects and develop a robust sales pipeline Meet or exceed individual budgeted and volume sales goals to contribute to the organization's annual targets objectives Effective utilization of CRM system (Salesforce.com) to manage opportunities & pipeline on a consistent basis Ability to navigate within customers organizational structure and build relationships at multiple levels Manage contractual relationships and negotiate multi-year contracts Deliver results by executing on weekly, monthly, quarterly, and annual sales targets Drive Commercial Excellence to exceed Area volume and profit goals through new account development within targeted segments, growth in existing accounts, margin improvement plans and enterprise sales support Utilize internal resources to leverage knowledge of market trends and competition Monitor profitability levels to track progress against budgeted targets and analyze monthly financial summaries Understand market dynamics and business drivers that define long-term commercial strategies and have an impact on Area and develop strategies to reach company objectives Develop working relationships with other WestRock facilities to create opportunities for additional revenue streams across the enterprise capabilities Seek and qualify prospective customers in accordance with Sales strategy Collaborate with cross-functional teams to ensure effective execution of the overall Sales strategy Collaborate with cross-functional teams to identify value add opportunities to improve margins Manage customer engagement through the sales lifecycle to ensure contractual obligations are met and to enable customer satisfaction What you need to succeed: Bachelor's degree preferred 2-5+ years of business-to-business (B2B) Sales experience (Manufacturing/service industry preferred) Related experience in sales execution and pipeline management Ability to drive results by influencing others within different functions Ability to create and deliver engaging presentations to internal and external audiences Demonstrated sales competence and financial acumen Microsoft Office - Excel, Outlook Experience with Salesforce.com Reporting tools such as Power BI, QlikView What we offer: Corporate culture based on integrity, respect, accountability and excellence Comprehensive training with numerous learning and development opportunities An attractive salary reflecting skills, competencies and potential A career with a global packaging company where Sustainability, Safety and Inclusion are business drivers and foundational elements of the daily work.
    $37k-68k yearly est. 19d ago
  • Secondary Marketing Trader

    City National Bank 4.9company rating

    Finance Service Representative Job In Montgomery, AL

    WHAT IS THE OPPORTUNITY? Responsible for Secondary Marketing functions related to hedging, loan transactions, pricing, risk management and financial analysis. This team member will also be pivotal in helping to draft applicable procedures and controls related to hedging and trading. This person needs to be able to take direction from all levels of Bank management, including Finance, Treasury, Credit, Legal, Risk, among others. Motivated leader that will drive key initiatives and department strategy independently. What you will do * Works closely with other traders, and risk managers to centralize assumptions with respect to pricing, trading, and hedging considerations for alignment to Secondary's policies, processes and procedures. * Manage Asset Liability Management presentations. * Helps develop position and trading strategies with teammates and manager. * Makes additions and edits to procedural documents and process work flows with Secondary Marketing group * Contributes explanations and rationale for position reports, limits and any material fair value changes * Investor relationships are a heavy focus on the trade desk; this person will add to our investor base, as well as strengthening relationships with existing partners. * Organization of requests and dialogue with both 1LOD and 2LOD partners throughout the Bank related to policies, procedures, standards and support. * Coordinates technology improvements, either internal or external, specific to trading, hedging and risk management functions. *Must-Have** * Bachelor's Degree or equivalent * 7-10 years broad based residential mortgage and project management processes. Including but not limited to working with Capital Markets partners to further imperative initiatives. Trading principles, fair value, product guidelines and knowledge of Secondary Marketing risk metrics. *Skills and Knowledge* * Residential Mortgage within an OCC/FDIC/Federal Reserve/CFPB US Bank. * Experience at Banking Enterprises and Management reporting, Consulting efficiencies and leadership roles. * Financial Analysis * Risk control and internal audit * Financial Instruments, Derivatives * Cash Flow Modeling *Compensation* Starting base salary: $127,626 - $237,014 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. **To be considered for this position you must meet at least these basic qualifications* The preceding job 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. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our **************************************************************************************************** ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit ********************* *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION* City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. ************************************************************************************************** If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
    $59k-93k yearly est. 3d ago
  • Customer Service Representative - Montgomery, AL

    1St. Franklin Financial 4.4company rating

    Finance Service Representative Job In Montgomery, AL

    Join the 1 st Franklin team as a Customer Service Representative. Salary: $14.00 to $15.75 per hour This position leverages interpersonal skills, and business knowledge to meet the needs of our customers. This position works closely with the Branch Manager and staff to build relationships and identify the needs of customers. The Customer Service Representative is knowledgeable of features of products and services to drive that exceptional customer experience. The CSR interviews customers utilizing professionalism, patience, curiosity, and a results-oriented manner. Principal Accountabilities and Key Activities Identifies and responds to customer needs in a timely and efficient manner Builds internal and external relationships Ensures customer confidentiality and private information is maintained Interviews customers and process applications, making recommendations for product and services approval Processes payments, verifies cash, endorsements, issues receipts, ACH, etc. Prepare and present assigned daily marketing offers Responsible for assigned collection of customer accounts Compiles and maintains records of all daily assigned tasks Education, Qualifications and Experience High School Diploma or equivalent Ability to meet current Licensing requirements of various States and Federal regulators Demonstrate the ability to analyze relevant information and apply individual judgment Advanced interpersonal relationship skills at a variety of levels and greatly differing social and business settings Ability to maintain confidential business and personal information Action and result focused Strong communication skills (verbal / written / interpersonal) Proficient with MS Office Suite products Must possess a valid driver's license and the ability to operate an automobile About Us: 1 st Franklin Financial Corporation has been a family run company for over 80 years. Our goal is to provide financial solutions across our footprint. Today we have over 350 offices across the Southeast and continue to expand into new territory. We offer you the potential to earn an annual salary. To support your growth, we also offer training programs and other developmental opportunities for employees. Benefits include competitive pay, bonus potential, medical, dental, vision, 401(k), paid time off, paid holidays, and paid volunteer time.
    $14-15.8 hourly 9d ago
  • Customer Service Rep(05828) - 3525 Highway 14

    Domino's Franchise

    Finance Service Representative Job 8 miles from Montgomery

    ABOUT THE JOB You got game? You got spring in your step? You want the best job in the world! And schedules that work with you, not against you? That's right, we live to beat the rush and make it possible to make, bake or take pizzas during the hungry hours of the day and night, part or full time. You'll have plenty of time left over for school, hanging with your friends, or whatever. Sound good? Even if you just need a second job for some extra cash, Domino's Pizza is the perfect place for you. We are searching for qualified customer service reps with personality and people skills. We're growing so fast it's hard to keep up, and that means Domino's has lots of ways for you to grow (if that's what you want), perhaps to management, perhaps beyond. Whether it's your hobby, main-gig, or supplemental job, drop us a line. We're bound to have just the thing for you. ADVANCEMENT Many of our team members began their careers as delivery drivers and today are successful Domino's franchise owners. From customer service representative to management, General Manager to Manager Corporate Operations or Franchisee, our stores offer a world of opportunity. DIVERSITY Our mission is to recognize, appreciate, value and utilize the unique talents and contributions of all individuals. To create an environment where all team members, because of their differences, can reach their highest potential. SUMMARY STATEMENT We take pride in our team members and our team members take pride in Domino's Pizza! Being the best pizza delivery company in the world requires exceptional team members working together. At Domino's Pizza, our people come first! JOB REQUIREMENTS You must be 16 years of age or older. General job duties for all store team members Operate all equipment. Stock ingredients from delivery area to storage, work area, walk-in cooler. Prepare product. Receive and process telephone orders. Take inventory and complete associated paperwork. Clean equipment and facility approximately daily. Training Orientation and training provided on the job. Communication Skills Ability to comprehend and give correct written instructions. Ability to communicate verbally with customers and co-workers to process orders both over the phone and in person. Essential Functions/Skills Ability to add, subtract, multiply, and divide accurately and quickly (may use calculator). Must be able to make correct monetary change. Verbal, writing, and telephone skills to take and process orders. Motor coordination between eyes and hands/fingers to rapidly and accurately make precise movements with speed. Ability to enter orders using a computer keyboard or touch screen. WORK CONDITIONS Exposure to: Varying and sometimes adverse weather conditions when removing trash and performing other outside tasks. In-store temperatures range from 36 degrees in cooler to 90 degrees and above in some work areas. Sudden changes in temperature in work area and while outside. Fumes from food odors. Exposure to cornmeal dust. Cramped quarters including walk-in cooler. Hot surfaces/tools from oven up to 500 degrees or higher. Sharp edges and moving mechanical parts. SENSING Talking and hearing on telephone. Near and mid-range vision for most in-store tasks. Depth perception. Ability to differentiate between hot and cold surfaces. TEMPERAMENTS The ability to direct activities, perform repetitive tasks, work alone and with others, work under stress, meet strict quality control standards, deal with people, analyze and compile data, make judgments and decisions. Additional Information PHYSICAL REQUIREMENTS including, but not limited to the following: Standing Most tasks are performed from a standing position. Walking For short distances for short durations. Surfaces include ceramic tile "bricks" with linoleum in some food process areas. Height of work surfaces is between 36" and 48". Sitting Paperwork is normally completed in an office at a desk or table. Lifting Bulk product deliveries are made twice a week or more and are unloaded by the team member using a hand truck. Deliveries may include cases of ingredients and supplies weighing up to 50 pounds with dimensions of up to 3' x 1.5'. Cases are usually lifted from floor and stacked onto shelves up to 72" high. Carrying Large cans, weighing 3 pounds, 7 ounces, are carried from the workstation to storage shelves. Occasionally, pizza sauce weighing 30 pounds is carried from the storage room to the front of the store. Trays of pizza dough are carried three at a time over short distances, and weigh approximately 12 pounds per tray. Pushing To move trays which are placed on dollies. A stack of trays on a dolly is approximately 24" - 30" and requires a force of up to 7.5 pounds to push. Trays may also be pulled. Climbing Team members must infrequently navigate stairs or climb a ladder to change prices on signs, wash walls, perform maintenance. Stooping/Bending Forward bending at the waist is necessary at the pizza assembly station. Toe room is present, but workers are unable to flex their knees while standing at this station. Duration of this position is approximately 30 - 45 seconds at one time, repeated continuously during the day. Forward bending is also present at the front counter and when stocking ingredients. Crouching/Squatting Performed occasionally to stock shelves and to clean low areas. Reaching Reaching is performed continuously; up, down and forward. Workers reach above 72" occasionally to turn on/off oven controls, change prices on sign, and lift and lower objects to and from shelves. Workers reaching down to perform such tasks as scooping cornmeal from a plastic barrel, or washing dishes. Workers reach forward when obtaining topping ingredients, cleaning work surfaces, or answering phones. Hand Tasks Eye-hand coordination is essential. Use of hands is continuous during the day. Frequently activities require use of one or both hands. Shaping pizza dough requires frequent and forceful use of forearms and wrists. Workers must manipulate a pizza peel when removing pizza from the oven, and when using the rolling cutter. Frequent and/or forceful pinching is required in the assembly of cardboard pizza boxes. Team Members must be able to grasp cans, the phone, the pizza cutter and pizza peel, and pizza boxes. Machines, Tools, Equipment, Work Aids Team Members may be required to utilize pencils/pens, computers, telephones, calculators, TDD equipment, pizza cutter and pizza peel.
    $24k-32k yearly est. 21d ago
  • Motivated Customer Service Representative

    Elite Level Marketing 4.0company rating

    Finance Service Representative Job In Montgomery, AL

    No Goal Or Aspiration Is Too Big To Attain With Hard Work And Determination. Our Team And Clients Are The Lifeblood Of Our Success. Anything Is Possible. In Our Dictionary The Word No Does Not Exist. Elite Level Marketing Was Created To Acquire And Retain Customers In A Personalized Manner For All Types Of Companies. Today, We Are A Market Leader In Outsourced Marketing And Innovative Marketing Campaigns. Job Description The Personal Approach: Our method is simple: we apply a customer-friendly, face-to-face approach to our strategies. By directly meeting with consumer customers, we can dramatically increase our clients' customer satisfaction without dramatically increasing their budget. Our technique is proven to be the most effective way to penetrate a target market and acquire new, profitable customers. What does this mean? At this moment, we are looking for energetic, career-minded individuals to aid us with our expansion goal. These candidates will be hired as entry-level customer service representatives for the area with rapid advancement opportunities to move into management. Our training program is designed to cross-train the right candidate in all aspects of business and marketing as well as incorporate communication and team leadership. The focus is to prepare them for a position as a branch manager of a location, overseeing the marketing for a Fortune 100 client. Qualifications Responsibilities in this program include: • Team Leadership • Customer Acquisition • Building Client Relations • Oversee Campaign Development • Manage Customer Service, Administration, and Sales Personnel Our Company offers: • Competitive Pay Structure • Hands-on Training • Outstanding Growth Opportunities • Travel Opportunities Additional Information No experience is necessary. Advancement is based solely on performance, not on seniority. We are filling positions ASAP, so please respond promptly if interested. Please note; all applicants should have living accommodation in the area. Due to the high number of qualified people looking for work in the area, we cannot hold spots for those hoping to relocate once they find work.
    $24k-31k yearly est. 60d+ ago
  • Front Desk CSR

    Foley 4.1company rating

    Finance Service Representative Job 44 miles from Montgomery

    Work at the front desk and around the gym. Duties include answering the telephone, handling info calls, providing gym tours, explaining membership options and enrolling customers for membership, cleaning, cash register operation and retail sales. JOIN THE CLUB. Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team! Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet. TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU. Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
    $24k-31k yearly est. 60d+ ago
  • Financial Services Representative

    Worldacceptance

    Finance Service Representative Job In Montgomery, AL

    World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $20 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-20 hourly 3d ago
  • Customer Service Representative (389718)

    Foundever

    Finance Service Representative Job In Montgomery, AL

    Banking Customer Service Representative At Foundeverâ„¢, experience is everything: At Foundever, we deliver leading customer experience (CX) solutions to global clients that offer their consumers many products including, financial services, technical and warranty support, and roadside assistance. All calls are inbound calls only - no cold calling. Customer Service Representatives will be supporting one of the largest insurance and banking providers in the U.S. and will assist with entry-level banking and financial needs. We invest in our people by providing paid training along with growth and development opportunities. For example, 84% of our managers are internal promotions. Location Requirements: Must reside within commuting distance of our Montgomery, AL location. You will be working onsite at 201 Technacenter Dr. Montgomery, AL, 36117 Skills, Knowledge, & Abilities: Active listening skills, effective verbal and written communication skills Ability to solve complex situations, utilizing questioning and deductive reasoning skills Demonstrated ability to navigate multiple systems High service-aptitude with personal drive to serve/display compassion and empathy Willingness to learn and develop skills to improve your work performance Benefits: Pay $17/H 100% paid Professional Training at $15/H Expected hours: No less than 40 per week, Weekends as needed 401(k) Medical, Dental, Vision and Wellness Benefits Employee Assistance Program (EAP) Paid Time Off Employee discounts Referral Bonuses Internal Mobility (84% of our managers are promoted within) Requirements: Must be at least 18 years of age Must have a HS Diploma or GED Equivalent Preferred 6 months-1 year of relevant work experience Must have open availability during hours of operation Location Requirements: Must reside within commuting distance of our Montgomery, AL location. You will be working onsite at 201 Technacenter Dr. Montgomery, AL, 36117 About Foundever Foundever is a global leader in the customer experience (CX) industry. With 170,000 associates across the globe, we're the team behind the best experiences for +750 of the world's leading and digital-first brands. Our innovative CX solutions, technology, and expertise are designed to support the operational needs of our clients and deliver a seamless experience to customers in the moments that matter. Supporting +9 million customer conversations every day in +60 languages across 45 countries, Foundever combines global strength and scale with the agile, entrepreneurial approach of our founder-led culture, enabling companies of all sizes and industries to transform their CX. Get to know us at ***************** and connect with us on Facebook, LinkedIn and Twitter Military Friendly: Foundever is a 2024 Military Friendly Employer. We are proud partners of Military On Source, Military Spouse -Employment Partnership and other veterans organizations. We recognize the commitment it takes to serve our country and value the unique skills and experience veterans bring to the workforce. Experience built on integrity, leadership, discipline, dedication and respect. EEO Foundever is committed to selecting, developing, and rewarding the best person for the job based on the requirements of the work to be performed and without regard to race, age, color, religion, sex, creed, national origin, ancestry, citizenship, disability/handicap, marital status, protected veteran status, uniform status, sexual orientation, pregnancy, genetic information, gender identity and expression, or any other basis protected by federal, state or local law. The Company forbids discrimination of all kinds, whether directed at Associates, applicants, vendors, customers, or visitors. This policy applies to all terms and conditions of employment, including recruitment, hiring, promotion, compensation, benefits, training, discipline, and termination. Get to know us at ***************** and connect with us on Facebook, LinkedIn and Twitter.
    $24k-32k yearly est. 60d+ ago
  • Customer Service Rep - Import/Export

    Viscofan

    Finance Service Representative Job In Montgomery, AL

    Job Purpose The primary objective is to provide exceptional customer service to our customers & sister companies, meeting or exceeding their requirements while maintaining the best interests of Viscofan USA. This is done through direct contact (usually phone or email) with customers, customer service in other locations, sales, planning and other internal departments on a daily basis. Duties and Responsibilities Enter & maintain customer orders into SAP (including creating new products/customers) Follow up and expedite orders (if necessary) with planning and operations Arrange transport for export shipments with freight forwarding companies, including shipping and customs documents Ensure orders are shipped and billed on time with correct pricing & provide tracking if necessary, including the use of EDI's and carrier management software Work with CS and finance to help with receivables Process compensations in a timely manner, when required Use tools provided to manage accounts, supply chain & inventory management Help to reduce slow moving and obsolete casings Communicate with customers (both internal and external) in a professional, courteous and effective manner including customer inventory/usage reports Qualifications Education - High School Diploma or equivalent Experience - 3 years Inside Sales for a manufacturing company Specialized knowledge - Food/Meat/Casing Industry experience a plus Skills - Must know SAP, Microsoft Outlook, Excel Abilities - Able to communicate well via person, phone or email, must be friendly, professional and a team player, must be able to multi-task and have good time management and organizational skills. Must be detail oriented and have good problem solving skills
    $24k-32k yearly est. 60d+ ago
  • Customer Service Representative - Montgomery, AL

    Kedia Corporation

    Finance Service Representative Job In Montgomery, AL

    Kedia Corporation connects people with what they want on a global scale. We are committed through use of innovation to create exceptional user experiences. Kedia is engineering. Using cutting edge techniques, we have defined the way business will continue future operations. Our company provides a challenging, fast paced, and growth oriented foundation to develop and empower people to innovate in the business services field Job Description Tasks Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Check to ensure that appropriate changes were made to resolve customers' problems. Determine charges for services requested, collect deposits or payments, or arrange for billing. Refer unresolved customer grievances to designated departments for further investigation. Review insurance policy terms to determine whether a particular loss is covered by insurance. Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills. Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods. Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills. Tools used in this occupation: Autodialers - Autodialing systems; Predictive dialers Automated attendant systems - Voice broadcasting systems Automatic call distributor ACD - Automatic call distribution ACD system Scanners Standalone telephone caller identification - Calling line identification equipment; Dialed number identification systems DNIS Technology used in this occupation: Contact center software - Avaya software; Multi-channel contact center software; Timpani Contact Center; Timpani Email Customer relationship management CRM software - Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRM Electronic mail software - Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft Outlook Network conferencing software - Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani Chat Spreadsheet software - Microsoft Excel Knowledge Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology. English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Qualifications Skills Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Speaking - Talking to others to convey information effectively. Service Orientation - Actively looking for ways to help people. Persuasion - Persuading others to change their minds or behavior. Reading Comprehension - Understanding written sentences and paragraphs in work related documents. Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Writing - Communicating effectively in writing as appropriate for the needs of the audience. Coordination - Adjusting actions in relation to others' actions. Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do. Negotiation - Bringing others together and trying to reconcile differences. Abilities Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences. Oral Expression - The ability to communicate information and ideas in speaking so others will understand. Speech Clarity - The ability to speak clearly so others can understand you. Speech Recognition - The ability to identify and understand the speech of another person. Written Expression - The ability to communicate information and ideas in writing so others will understand. Near Vision - The ability to see details at close range (within a few feet of the observer). Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. Written Comprehension - The ability to read and understand information and ideas presented in writing. Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense. Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). Additional Information If this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
    $24k-32k yearly est. 11d ago
  • Member Service Rep I

    Max Credit Union 3.2company rating

    Finance Service Representative Job In Montgomery, AL

    MAX Credit Union, a Best Company to Work For, is currently seeking a Member Service Representative. If you excel at building relationships and thrive on helping others, have expertise in banking or financial services, are dedicated to providing excellent customer service, and have a warm and approachable demeanor, communicate clearly and persuasively, and continuously look for ways to improve member experiences, are detail-oriented and committed to delivering quality work, and enjoy a dynamic and people-focused work environment, we want you on our team. Essential Functions & Responsibilities: Accounts for the first impression that a member or potential member receives concerning the Credit Union. Adheres to the professional standards set by MAX's Personnel Policy Manual regarding attendance, personal grooming, and member relations. Receives member queries on services and accounts, counsels member, all while striving for quality member service. Strives to meet members' needs or refers members to appropriate personnel for further assistance while displaying confidence in handling transactions. Accepts deposits and loan payments in a manner that is reassuring to the member that the account is being properly handled, which is directly related to work quality. Disburses checks and cash to members as requested. Cashes checks for members and place holds on accounts when necessary. Performs required service window tasks and prepares necessary summaries that involve each service (U.S. Savings Bonds, Money Orders, Traveler's Cheques, Six Flags Tickets, and any other service MAX might provide in the future). Accounts for the safeguarding of the cash drawer that is assigned. Complies with the security procedures of the Credit Union, and confidential membership data. Pays meticulous attention to details when preparing required daily summaries and batching checks for pickup. Enforces MAX check acceptance policy and enforces holds when necessary. Supports and adheres to member service standards. Performs all other duties as assigned. Completes all training as required. Upholds core values and builds team member and customer relationships.
    $26k-32k yearly est. 60d+ ago
  • Security Services Representative (Pool)

    Auburn University 3.9company rating

    Finance Service Representative Job 51 miles from Montgomery

    Details Information Requisition Number S2887P Home Org Name Campus Safety and Security Division Name VP, Audit-Compliance-Privacy Position Title Security Services Representative (Pool) Job Class Code NA02A Appointment Status Part-time Part-time FTE Limited Term No Limited Term Length Job Summary This is a pooled posting. As positions become available, the hiring team will reach out to candidates directly. Option for part-time or full-time appointment status. Campus Safety and Security seeks candidates for Security Services Representative to provide security for University property and ensure the safety of Auburn University students, faculty, staff, and visitors by monitoring cameras, patrolling and examining buildings and grounds, watching for and reporting irregularities, dispatching drivers, assisting first responders, and shuttling students to and from areas throughout campus as well as surrounding areas. About Auburn: At Auburn, our work changes lives. Ranked by U.S. News and World Report as a premier public institution, Auburn University is dedicated to shaping the future of the people of Alabama, the nation, and the world through forward-thinking education, life-enhancing research, scholarship, and selfless service. Auburn is nationally recognized for its commitment to academic excellence, community outreach, positive work environment, student engagement, and thriving community. Why employees choose Auburn: Auburn University was named by Forbes Magazine as one of the state of Alabama's best employers, with employees staying an average of ten years. Employees enjoy competitive benefits that include top-notch health insurance, generous retirement plans, tuition assistance for employees and dependents, flexible spending accounts, and more! Learn more about Auburn's impact, generous employee benefits, and thriving community by visiting aub.ie/working-at-auburn. Essential Functions * Patrols and maintains constant watch of an assigned area watching for suspicious activities, persons, or signs of theft or damage. Reports emergency conditions such as fire, safety hazards, leaking pipes, disturbances, criminal activity, or breaches of security to supervisor, police department, fire department, or other appropriate emergency response team or entity. Assists first responders by relaying emergency information, locating facilities, and ensuring access to facilities. May act as first responders until appropriate personnel arrive on site. May conduct welfare checks on students, staff, or visitors. * Keeps unauthorized persons from entering restricted areas by securing buildings and facilities. Secures and opens buildings, offices, and classrooms according to approved schedule. * Monitors CCTV cameras for criminal activities, assesses control alarms, and ensures all CCTV cameras and monitoring systems are operational. Performs visual tours of areas with a high concentration on foot traffic and report breaches in security, emergency conditions such as fire, safety hazards, leaking pipes, and disturbances. * Provides assistance for visual coverage or investigation for emergency personnel, bookmarking and archiving important footage for future use * Operates the night security shuttles to provide safe and reliable transportation for students to and from locations throughout campus as well as surrounding areas. * Ensures vehicles are maintained in a safe and operational condition. Completes reports and maintains accurate and required records of riders throughout the shift and submits to supervisor at the end of the shift. * Dispatches security shuttles and security monitors using tools such as two way radios, multi-line phones, GPS system, and dispatch logs. Minimum Qualifications Minimum Qualifications Level I- High school diploma or equivalent. Level II- High school diploma or equivalent plus 2 years of experience in security enforcement or services, law enforcement, military service, or other related field Minimum Skills, License, and Certifications Minimum Skills and Abilities * Level I- Duties require basic physical and mental skills and abilities, including use of hand tools, power tools or other equipment and use of basic math or reading skills. Follows detailed instructions and procedures. * Level II- Duties require basic or advanced physical and mental skills and abilities, including use of hand tools, power tools, heavy machinery or other equipment and use of basic or intermediate math, reading or writing skills. Duties may require personal protective gear and/or knowledge of special safety or regulatory procedures. Follows detailed instructions and procedures. May work under limited supervision, and prioritize tasks independently. Minimum Technology Skills Minimum License and Certifications * Valid driver's license and must pass the state driving exam to operate a state vehicle (DDC). Desired Qualifications Desired Qualifications Posting Detail Information Salary Range $30,160 - $43,500 Job Category Other Working Hours if Non-Traditional Shifts Vary: 4pm-12aa, 5:30pm-1:30am, 7:30pm-3:30am, 10pm-6am, 11pm-7am, 11:45pm-8am. City position is located in: Auburn State position is located: Alabama List any hazardous conditions or physical demands required by this position Posting Date 07/14/2023 Closing Date EEO Statement AUBURN UNIVERSITY IS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER. It is our policy to provide equal employment and education opportunities for all individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, age, disability, protected veteran status, genetic information, or any other classification protected by applicable law. The Office of Affirmative Action/Equal Employment Opportunity (AA/EEO) strives to ensure an inclusive and equitable working, living, and learning environment for members of the Auburn University community. Please visit their website to learn more. Special Instructions to Applicants Quick Link for Internal Postings ******************************************* Documents Needed to Apply Required Documents * Resume Optional Documents * Cover Letter Supplemental Questions Required fields are indicated with an asterisk (*). * * Please select how you first became aware of this opportunity. Your response helps us determine how we can more effectively reach our candidates. * LinkedIn * AcademicKeys * The Chronicle of Higher Education * DiversityJobs * HigherEdJobs * HERC (Higher Education Recruitment Consortium) * Indeed * RecruitMilitary * The Tuskegee News * Professional organization or journal * Veterans Assistance Services * Disability Assistance Services * State Employment Service * Social Media * AU Job Bulletin * Notified by an Auburn employee * College or university Career Services * I went to the AU Employment Website directly (********************* * Other * * Please select the answer that best describes your current employment relationship with Auburn University: * Current full-time Auburn or AUM employee within probationary period * Current full-time Auburn or AUM employee outside of probationary period * Current part-time Auburn or AUM employee * Not an Auburn or AUM employee * * Do you have a high school diploma or equivalent? * Yes * No * * Please indicate your preference for employment status below: * Full-Time * Part-Time
    $30.2k-43.5k yearly 60d+ ago
  • Member Service Representative

    All In Credit Union 3.6company rating

    Finance Service Representative Job 44 miles from Montgomery

    Do you have a passion for customer service, helping others find financial security, and being a part of your community ? As the Member Service Representative, you'll be a vital part of our branch operations, managing a variety of tasks that keep our loans, products and services on track and aligned with Credit Union standards. From processing loans and maintaining proper documents to tracking compliance and keeping members and coworkers informed, your role will be central to ensuring efficiency and accuracy. This position is perfect for a detail-oriented professional with a drive to satisfy the financial needs of others, multi-task, and stay organized. Key Responsibilities: • Assist members with loan and credit card applications, ensuring all required documentation is complete and accurate. • Process and disburse loan proceeds, ensuring proper documentation and scheduling loan closings with members. • Complete month-end reporting and ensure compliance with internal standards. • Help members open and close accounts, including investments and IRA accounts, while maintaining up-to-date records. • Conduct necessary checks, such as SSN verification, to prevent fraudulent accounts or accounts with outstanding balances. • Serve as a liaison between members and various departments, ensuring clear communication. • Process and authenticate financial transactions such as deposits, withdrawals, loan payments, wires, and more. • Identify cross-sell opportunities for Credit Union products and services to enhance member engagement. • Perform administrative tasks including filing, data entry, equipment maintenance, and answering phones. • Register and participate in the Nationwide Mortgage Licensing System and Registry (NMLS) as required. • Provide notary services (if applicable) in compliance with state regulations. • Act as the Membership Officer, supporting high levels of member satisfaction. What You Bring to the Team: • Experience: 1-3 years of related experience in a financial or banking environment. • Education: High school diploma or GED required. • Interpersonal Skills: Excellent communication skills with the ability to interact professionally with members and colleagues. • Technical Skills: Knowledge of BSA/OFAC compliance, with the ability to assist members with related inquiries. • Certifications: Must be willing to register and participate in NMLS, and Notary Public certification may be required. • Miscellaneous: Must complete annual BSA training and maintain knowledge of applicable laws and regulations. Why Join Us? At All In Credit Union, we believe in building a supportive and inclusive environment where members and team members alike feel valued. We offer opportunities for professional growth and community involvement within a dynamic, purpose-driven organization. We are committed to fostering a workplace culture that exemplifies our values: Sparkle-embracing Smiling, Passionate, Accountable, Resilient, Kind, a Listener, and Empathetic. Commitment to Equal Opportunity All In Credit Union is an Equal Opportunity Employer. We are dedicated to fostering an inclusive, member-focused environment. We fully accommodate employees with disabilities while ensuring exceptional service. We are proud to be an Equal Opportunity Employer of Females, Minorities, Veterans, and Disabled individuals, and we maintain a drug-free workplace. Ready to Make a Difference? If you're ready to lead with integrity, inspire a team, and make a positive impact in our members' lives, apply to join us today! NOTICE: This is not intended to be, nor should it be construed as, a contract for employment. All In Credit Union makes no guarantee of permanent employment. This is to be used as a guideline to give you an understanding of what the credit union has defined this position to be. Changes to this job description may be made at any time by the Project Management Office. All In Credit Union is willing to accommodate handicaps to the extent a financial services organization can without impacting financial control or member service. All In Credit Union is an Equal Opportunity Employer of Females, Minorities, Veterans and Disabled/Drug Free Workplace
    $26k-31k yearly est. 7d ago
  • BANK EXAMINATIONS SPECIALIST, SENIOR-BANK EXAMINER

    State of Alabama 3.9company rating

    Finance Service Representative Job In Montgomery, AL

    The Bank Examinations Specialist, Senior - Bank Examiner Option is a permanent, full-time position with the State Banking Department. Positions are located throughout the state. Employees in this class supervise large groups of examiners assigned to the examination of large banks or conduct advanced and specialized audits independently by performing more complex examining duties.
    $21k-26k yearly est. 60d+ ago
  • Relationship Banker II - Floater

    Trustmark 4.6company rating

    Finance Service Representative Job 42 miles from Montgomery

    Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions. (Duties may vary from branch to branch) Relationship Banker II - Floaters will travel between assigned branch locations. Responsibilities * Identify customer needs and make the appropriate referrals through proactive sales/service efforts. * Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc. * Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, and loan payments). * Maintain and balance a cash drawer. Abundant cash handling is expected. * Open, close, and maintenance accounts. * Must achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales. * Making outreach calls to customers and/or prospects. * Meet and greet public in a professional manner that reinforces Trustmark's service standards. * All work must be performed within the bank's guidelines, policies, procedures, and standards of performance. * Maintain and balance a cash drawer. Cash handling is expected. * Potentially manage, coach, and provide training for other Relationship Bankers and/or Tellers; manage scheduling and overtime, conduct required meetings, jointly complete performance appraisals, and delegate additional duties as required. * Processing oversight and responsibility to review/approve various transactions, such as night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers. * Potential for cash shipment and vault management. * Potential for loan origination responsibilities and administration thereof. * Perform additional duties as assigned. * Travel between branch locations. Qualifications * High school diploma or equivalent is required * Ability to meet sales goals in a retail environment * Basic computer skills and the ability to learn internal technology systems to perform work tasks * Understanding of basic math concepts and principles * Must pass appropriate assessment tests * Strong interpersonal and communication skills both verbal and written * Time management skills * Detail oriented - must be able to process transactions accurately and efficiently * Ability to display professional appearance and mannerisms * Experience in maintaining and balancing a cash drawer preferred * Minimum twelve (12) months face-to-face customer service experience * Minimum twelve (12) months sales experience * Exceptional customer service and sales skills * Four-year college education or equivalent work experience preferred * Supervisory experience preferred * Working knowledge of the banking industry and its processes preferred Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
    $22k-25k yearly est. 7d ago
  • Relationship Banker - Auburn College St - Auburn, AL

    144780-Payments_Us

    Finance Service Representative Job 51 miles from Montgomery

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $22k-29k yearly est. 12d ago
  • Motivated Customer Service Representative

    Elite Level Marketing 4.0company rating

    Finance Service Representative Job In Montgomery, AL

    No Goal Or Aspiration Is Too Big To Attain With Hard Work And Determination. Our Team And Clients Are The Lifeblood Of Our Success. Anything Is Possible. In Our Dictionary The Word No Does Not Exist. Elite Level Marketing Was Created To Acquire And Retain Customers In A Personalized Manner For All Types Of Companies. Today, We Are A Market Leader In Outsourced Marketing And Innovative Marketing Campaigns. Job Description The Personal Approach: Our method is simple: we apply a customer-friendly, face-to-face approach to our strategies. By directly meeting with consumer customers, we can dramatically increase our clients' customer satisfaction without dramatically increasing their budget. Our technique is proven to be the most effective way to penetrate a target market and acquire new, profitable customers. What does this mean? At this moment, we are looking for energetic, career-minded individuals to aid us with our expansion goal. These candidates will be hired as entry-level customer service representatives for the area with rapid advancement opportunities to move into management. Our training program is designed to cross-train the right candidate in all aspects of business and marketing as well as incorporate communication and team leadership. The focus is to prepare them for a position as a branch manager of a location, overseeing the marketing for a Fortune 100 client. Qualifications Responsibilities in this program include: • Team Leadership • Customer Acquisition • Building Client Relations • Oversee Campaign Development • Manage Customer Service, Administration, and Sales Personnel Our Company offers: • Competitive Pay Structure • Hands-on Training • Outstanding Growth Opportunities • Travel Opportunities Additional Information No experience is necessary. Advancement is based solely on performance, not on seniority. We are filling positions ASAP, so please respond promptly if interested. Please note; all applicants should have living accommodation in the area. Due to the high number of qualified people looking for work in the area, we cannot hold spots for those hoping to relocate once they find work.
    $24k-31k yearly est. 11d ago
  • Customer Service Representative - Alexander City, AL

    1St. Franklin Financial 4.4company rating

    Finance Service Representative Job 44 miles from Montgomery

    Join the 1 st Franklin team as a Customer Service Representative. Salary: $14.00 to $15.75 per hour This position leverages interpersonal skills, and business knowledge to meet the needs of our customers. This position works closely with the Branch Manager and staff to build relationships and identify the needs of customers. The Customer Service Representative is knowledgeable of features of products and services to drive that exceptional customer experience. The CSR interviews customers utilizing professionalism, patience, curiosity, and a results-oriented manner. Principal Accountabilities and Key Activities Identifies and responds to customer needs in a timely and efficient manner Builds internal and external relationships Ensures customer confidentiality and private information is maintained Interviews customers and process applications, making recommendations for product and services approval Processes payments, verifies cash, endorsements, issues receipts, ACH, etc. Prepare and present assigned daily marketing offers Responsible for assigned collection of customer accounts Compiles and maintains records of all daily assigned tasks Education, Qualifications and Experience High School Diploma or equivalent Ability to meet current Licensing requirements of various States and Federal regulators Demonstrate the ability to analyze relevant information and apply individual judgment Advanced interpersonal relationship skills at a variety of levels and greatly differing social and business settings Ability to maintain confidential business and personal information Action and result focused Strong communication skills (verbal / written / interpersonal) Proficient with MS Office Suite products Must possess a valid driver's license and the ability to operate an automobile About Us: 1 st Franklin Financial Corporation has been a family run company for over 80 years. Our goal is to provide financial solutions across our footprint. Today we have over 350 offices across the Southeast and continue to expand into new territory. We offer you the potential to earn an annual salary. To support your growth, we also offer training programs and other developmental opportunities for employees. Benefits include competitive pay, bonus potential, medical, dental, vision, 401(k), paid time off, paid holidays, and paid volunteer time.
    $14-15.8 hourly 5d ago
  • Financial Services Representative

    Worldacceptance

    Finance Service Representative Job 42 miles from Montgomery

    World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time Team Members. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $20k-30k yearly est. 2d ago
  • Relationship Banker I

    Trustmark 4.6company rating

    Finance Service Representative Job 51 miles from Montgomery

    Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions. Responsibilities Identify customer needs and make the appropriate referrals through proactive sales/service efforts Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc. Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, and loan payments) Maintain and balance a cash drawer. Abundant cash handling is expected Open, close, and maintenance accounts Must achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales Making outreach calls to customers and/or prospects Meet and greet public in a professional manner that reinforces Trustmark's service standards All work must be performed within the bank's guidelines, policies, procedures, and standards of performance Perform additional duties as assigned. Qualifications High school diploma or equivalent is required Ability to meet sales goals in a retail environment Basic computer skills and the ability to learn internal technology systems to perform work tasks Understanding of basic math concepts and principles Must pass appropriate assessment tests Strong interpersonal and communication skills both verbal and written Time management skills Detail oriented - must be able to process transactions accurately and efficiently Strong and exceptional customer service and sales skills Ability to display professional appearance and mannerisms Experience in maintaining and balancing a cash drawer preferred Preferred twelve (12) months sales experience Preferred twelve (12) months face-to-face customer service experience Ability to handle some daily lifting of boxed or bagged coins required (weight may vary) Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
    $22k-25k yearly est. 14d ago

Learn More About Finance Service Representative Jobs

How much does a Finance Service Representative earn in Montgomery, AL?

The average finance service representative in Montgomery, AL earns between $17,000 and $36,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average Finance Service Representative Salary In Montgomery, AL

$24,000

What are the biggest employers of Finance Service Representatives in Montgomery, AL?

The biggest employers of Finance Service Representatives in Montgomery, AL are:
  1. World Finance
  2. Worldacceptance
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