Customer Service Representative - PT
Finance service representative job in Fort Lauderdale, FL
$14.00/hour Monthly Commission OpportunityShift Premium may Apply
Immediately hiring! If the idea of spending the day a sitting behind a desk in a call center or working as a cashier in a retail store leaves you feeling bored, join our driven high-energy Avis Budget Group enterprise.
What You'll Do:
This is an outdoor combination role, where you will assist customers in different parts of the rental or return process on our airport lots. This may include, depending on location, checking cars, entering information in a handheld device, processing rentals of our loyalty customers, assisting customers at our exit gates or checking-in our cars at return, while providing excellent customer service.
Perks You'll Get:
Bi-weekly hourly wage (New York and Puerto Rico: weekly wage)
On the job training
Paid time off
Medical, dental and other insurance
Flexible spending account opportunity to contribute up to $270 as a tax-free benefit for public transportation or parking expenses
Retirement benefits (401k)
Employee discounts, including discounted car rental and discounted prices on the purchase of Avis/Budget cars
* Above perks may vary based on full-time/part-time status and location
What We're Looking For:
Valid Driver's License
Basic computer skills (typing, data entry)
Effective verbal communication skills
Willingness to work outdoors
Flexibility to work all shifts
Must be able to type, sit, stand, walk or move throughout rental lot and enter/exit vehicles for prolonged periods and drive a variety of vehicles
Must be 18 years of age and legally authorized to work in the United States
This position requires regular, on-site presence and cannot be performed remotely
6 months retail customer service experience in a fast-paced environment is a bonus!
Who We Are:
Here at Avis Budget Group, you will be joining a team of 25,000 driven people, performing with purpose. Together, we're moving the future of transportation forward with our innovative, customer-focused solutions.
Our culture is performance driven, where we encourage and support each other to be at our best through leadership, training, tools, and rewards.
We are proud to make a positive difference to the lives of our colleagues, customers, and communities where we operate.
Avis Budget Group is an Equal Opportunity Employer - Qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or any other category protected by applicable law.
This advertisement does not constitute a promise or guarantee of employment. This advertisement describes the general nature and level of this position only. Essential functions and responsibilities may change as business needs require. The compensation and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law. This position may be with any affiliate of Avis Budget Group.
Fort LauderdaleFloridaUnited States of America
Auto-ApplyRoofing Sales Representative
Finance service representative job in West Palm Beach, FL
Sales Representative - Ron Bell Roofing
About Ron Bell Roofing
For over 40 years, Ron Bell Roofing has been one of Palm Beach County's most trusted residential roofing companies - known for craftsmanship, integrity, and exceptional service. Our business continues to grow through referrals and our reputation for doing the job right the first time.
As we expand, we're looking for Sales Representatives who are motivated, customer-focused, and eager to build a career in a respected local company. You'll represent a brand homeowners trust - backed by a professional installation team and decades of experience.
Position Summary
As a Sales Representative, you'll meet with homeowners to assess roofing needs, educate them on options, and guide them through the process from inspection to contract. You'll be supported by a strong marketing and operations team - your focus is to build relationships, close deals, and deliver a best-in-class customer experience.
This role is ideal for someone who thrives on independence, professionalism, and performance-based income.
Key Responsibilities
Conduct roof inspections and present repair or replacement options.
Follow up promptly with leads from digital marketing, referrals, and canvassing.
Build trust and rapport with homeowners through clear communication and professionalism.
Prepare and deliver accurate estimates and proposals.
Present financing and warranty options in line with company standards.
Manage your sales pipeline using the company CRM (lead tracking, estimates, follow-ups, conversions).
Collaborate with production and permitting teams to ensure smooth handoff of sold projects.
Achieve and exceed monthly sales and customer satisfaction goals.
Qualifications
Minimum 3 years of experience in roofing, construction, or home improvement sales (preferred).
Strong presentation and communication skills with homeowners.
Self-motivated and goal-oriented with strong follow-up habits.
Basic understanding of roofing systems and materials (training provided).
Comfortable working with technology and CRMs (AccuLynx, HubSpot, or similar).
Valid Florida driver's license and reliable vehicle.
Compensation
$70,000-$200,000+
Draw against commission- adding potential to earn significantly more through commission.
Customer Service Representative
Finance service representative job in Fort Lauderdale, FL
Job DescriptionSalary:
The Customer Service Representative works to assist the FIT commercial team with the coordination of supplying information and resolving customer issues for our Marine Terminal Operation. Ensure to continuously strive to improve the service to all customers, including but not limited to Steam Ship Lines, Freight Forwarders, Trucking Companies, Brokers, State and Federal Government Agencies, Port Authorities, etc.
The ideal candidate is customer-focused, detail-oriented, and comfortable working in a fast-paced logistics and maritime environment while navigating multiple systems and priorities.
Key Responsibilities
Customer Service & Communication
Serve as a primary point of contact for customers via incoming and outgoing phone calls and written correspondence.
Identify, assess, and respond to customer needs to achieve high levels of satisfaction.
Provide accurate, valid, and complete information using appropriate systems and tools.
Manage customer requests related to authorization of services, rescheduling, and cancellations.
Maintain strong working relationships with Steamship Lines and other external partners.
Operations & Coordination
Communicate directly with internal Operations, Finance, and Administrative teams to support timely issue resolution and process improvement.
Review and follow up on services performed to ensure customer requirements are met.
Manage and understand U.S. Customs and Border Protection (CBP) holds and related processes.
Support communications that have cross-functional or transversal impacts across departments.
Documentation & Systems
Maintain accurate records of customer interactions, service requests, and account activity.
Perform data entry and research within terminal operating systems and CRM platforms.
Oversee the preparation and distribution of written business communications in a timely and reliable manner.
Administrative & Project Support
Provide administrative support to the Commercial Team as needed.
Assist with special projects and assigned tasks to support departmental objectives.
Meet individual and team customer service performance goals, including call-handling metrics.
Requirements
High School Diploma or equivalent required
Associate or Bachelors degree in Business, Logistics, Supply Chain, or a related field preferred
Minimum ofthree (3) yearsof experience in a related customer service or administrative role
Experience insupply chain, logistics, maritime, or transportationenvironments preferred
Proficiency in Microsoft Word, Excel, Outlook, and Teams
Experience navigating multiple computer systems simultaneously
Familiarity with CRM systems preferred
Knowledge of terminal operating systems (e.g., NAVIS, TIDEWORKS, CATOS, OPUS, AUTOSTORE) a plus
Soft Skills
Excellent verbal, written, and interpersonal communication skills
Strong organizational and time management abilities
Ability to work independently and collaboratively in a team environment
Goal-oriented mindset with a strong commitment to customer service
Ability to communicate effectively with personnel, contractors, vendors, suppliers, and management
Other Requirements
Authorized to work in the United States without current or future need for visa sponsorship
Participation in pre-employment and random drug testing required
Physical Demands
Ability to remain in a stationary position (sitting or standing) for extended periods
Ability to lift up to 50 pounds occasionally
Ability to climb at heights of six (6) feet or more
Required use of Personal Protective Equipment (PPE) in accordance with HSSE policies
Reasonable accommodations will be provided for qualified individuals with disabilities
Work Environment
Primarily office-based with regular trips to the terminal field environment
Possible exposure to noise, dust, fumes, chemicals, and varying weather conditions
May require travel for training, meetings, or assignments
Participation in rotating on-call schedules, overtime, weekend, and holiday work as needed
Florida International Terminal is an Equal Opportunity Employer. We are committed to fostering an inclusive and diverse workplace where all individuals are treated with respect and dignity. We do not discriminate against any employee or applicant for employment because of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, marital status, veteran status, or any other protected characteristic under applicable federal, state, or local laws.
Florida International Terminal is committed to providing equal employment opportunities and ensuring an inclusive, accessible recruitment process for all applicants. If you require a reasonable accommodation to complete your application and/or participate in the interview process, please contact us.
Systematic Credit Trader Who Codes - FICC - Global Banking & Markets - Associate - West Palm Beach
Finance service representative job in West Palm Beach, FL
Global Banking & Markets, FICC - Systematic Credit Trader Who Codes, Associate - West Palm Beach The Global Banking & Markets Division seeks an Associate for its Systematic Credit Trading desk, focusing on US Credit market making and systematic strategies, particularly within the Total Return Swap business. Candidates should have strong mathematical skills, programming experience (in Slang, C++, Java, or Python), effective communication abilities, and an interest in systematic trading, with preferred experience in credit products and funding or lending businesses. Responsibilities include improving risk management and funding models, managing desk risk, and writing efficient, well-tested code.
YOUR IMPACT
THE GLOBAL BANKING & MARKETS DIVISION
Our core value is building strong relationships with our institutional clients, which include corporations, financial service providers, and fund managers. We help them buy and sell financial products on exchanges around the world, raise funding, and manage risk. This is a dynamic, entrepreneurial team with a passion for the markets, with individuals who thrive in fast-paced, changing environments and are energized by a bustling trading floor.
Job Summary
Candidates joining the Systematic Credit Trading desk are engaged in market making and its related functions in US Credit. Team members combine their mathematical, programming and market expertise to build and generate systematic strategies.
The desk looks for individuals with strong communication, both written and verbal, strong mathematical skillsets, programming experience, and who are motivated to get hands on experience with systematic trading.
This role is specifically focused on the desk's nascent Total Return Swap business - both the delta and funding side of the business.
Responsibilities
* Make quantitative improvements to risk management and funding models
* Assist with managing desk risk
* Write efficient, well tested code to accomplish the above
Required Qualifications
* Programming experience in Slang, C++, Java, or Python
* Bachelors or Masters in a STEM area
* Strong communication both written and verbal
* Interest in systematic trading
Preferred Qualifications
* Prior experience with Credit products
* Prior experience in a funding or lending business
Auto-ApplyQuant Trader
Finance service representative job in Jupiter, FL
Voloridge Investment Management was founded by David Vogel in 2009 and is based in Jupiter, FL. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets. Our firm is comprised of award-winning predictive modelers, experienced data analysts, advanced technologists, and a group of dynamic business professionals.
We are seeking a motivated Quant Trader to join our entrepreneurial team, where collaboration, resilience, and humility drive success. The ideal candidate brings a strong record of results, sharp attention to detail, and the flexibility to step beyond core responsibilities when needed. Our traders excel under pressure, staying calm and effective in fast-moving, time-sensitive situations. In this role, you will work closely with operations, technology, research, management, and external brokers to support all aspects of trading, including execution, market research, portfolio analysis, and process improvement. The position requires rotational overnight coverage during Asian market hours.
Summary of Job Functions
Provide rotational overnight coverage (3-6 months per year)
Monitor systematic trading books and overnight processes
Apply rigorous attention to detail to minimize errors and risk
Build and refine applications, data pipelines, and reporting tools to support trading operations and pre/post-trade analysis
Contribute to process improvements that strengthen risk controls and trading efficiency
Communicate effectively with internal teams and external brokers
Minimum Requirements
Bachelor's degree or higher in a quantitative field (e.g., Mathematics, Computer Science, Statistics)
Strong proficiency in Python, with advanced analytics capabilities
Experience with SQL Server and Excel
Proven ability in data manipulation and analysis
Strong sense of ownership and ability to work independently within a collaborative team
Willingness to work onsite daily in our Jupiter, FL office
Preferred Skills and Previous Experience
Background as a Quantitative Trader, Analyst, or Researcher
Experience supporting or developing electronic trading systems
Familiarity with equity and futures market data
Exposure to transaction cost analysis (TCA)
Hands-on experience with RESTful APIs and/or microservices
Compensation and Benefits
Competitive base salary, commensurate with experience
Profit-sharing bonus tied to performance
Comprehensive health, dental, vision, life, and disability insurance, plus a 401(k) plan
Office perks including catered meals, a fresh salad bar, in-office massages, and a health club membership
Voloridge Investment Management is an SEC registered investment advisor and an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.
Quant Trader
Finance service representative job in Jupiter, FL
Voloridge Investment Management was founded by David Vogel in 2009 and is based in Jupiter, FL. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets. Our firm is comprised of award-winning predictive modelers, experienced data analysts, advanced technologists, and a group of dynamic business professionals.
We are seeking a motivated Quant Trader to join our entrepreneurial team, where collaboration, resilience, and humility drive success. The ideal candidate brings a strong record of results, sharp attention to detail, and the flexibility to step beyond core responsibilities when needed. Our traders excel under pressure, staying calm and effective in fast-moving, time-sensitive situations. In this role, you will work closely with operations, technology, research, management, and external brokers to support all aspects of trading, including execution, market research, portfolio analysis, and process improvement. The position requires rotational overnight coverage during Asian market hours.
Summary of Job Functions
* Provide rotational overnight coverage (3-6 months per year)
* Monitor systematic trading books and overnight processes
* Apply rigorous attention to detail to minimize errors and risk
* Build and refine applications, data pipelines, and reporting tools to support trading operations and pre/post-trade analysis
* Contribute to process improvements that strengthen risk controls and trading efficiency
* Communicate effectively with internal teams and external brokers
Minimum Requirements
* Bachelor's degree or higher in a quantitative field (e.g., Mathematics, Computer Science, Statistics)
* Strong proficiency in Python, with advanced analytics capabilities
* Experience with SQL Server and Excel
* Proven ability in data manipulation and analysis
* Strong sense of ownership and ability to work independently within a collaborative team
* Willingness to work onsite daily in our Jupiter, FL office
Preferred Skills and Previous Experience
* Background as a Quantitative Trader, Analyst, or Researcher
* Experience supporting or developing electronic trading systems
* Familiarity with equity and futures market data
* Exposure to transaction cost analysis (TCA)
* Hands-on experience with RESTful APIs and/or microservices
Compensation and Benefits
* Competitive base salary, commensurate with experience
* Profit-sharing bonus tied to performance
* Comprehensive health, dental, vision, life, and disability insurance, plus a 401(k) plan
* Office perks including catered meals, a fresh salad bar, in-office massages, and a health club membership
Voloridge Investment Management is an SEC registered investment advisor and an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.
Part Time Associate Banker South Palm Beach North (30 Hours)
Finance service representative job in Lake Worth, FL
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs 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
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Auto-ApplyPart Time (30 Hours) Associate Banker, Jensen Beach Mall Branch, Jensen Beach, FL
Finance service representative job in Jensen Beach, 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-ApplyFort Lauderdale Traders
Finance service representative job in Fort Lauderdale, FL
Department
Traders
Employment Type
Full Time
Location
Florida
Workplace type
Onsite
Compensation
Competitive
Reporting To
Management
Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************
Graduate Execution Trader
Finance service representative job in Fort Lauderdale, FL
Job Description
Who we are:
At Caleb and Brown, we're on a mission to connect people to the world of cryptocurrency through education and information. Headquartered in Melbourne, Australia, and now powered by Swyftx, we have grown in the last nine years to become one of the leading cryptocurrency brokerage firms globally. By fostering a culture of crypto experience married with professional services, we are building the bridge to the traditional financial world. We are seeking a motivated and detail oriented individual to join our team as an Execution Trader.
Your Role:
As a Graduate Execution Trader, you will be a critical part of our Operations Team. Your primary responsibility will be to maintain, and oversee the systems that execute trades across various cryptocurrency venues. This is a hands-on role that requires a deep understanding of market dynamics, execution algorithms, and backend systems. You will be instrumental in ensuring our client's trade requests are executed efficiently, securely and reliably in a 24/7 market environment.
The responsibilities will include:
Backend order management - Processing of manual order execution, overseeing of automated order execution, oversee liquidity management to ensure orders can process effectively, ensure trade requests fulfil risk criteria before execution.
Backend settlements management - Overseeing of client cryptocurrency deposit, withdrawal and address testing requests and assistance in settlement adjustments.
Ensure reconciliation alerts from orders and settlements are rectified in a timely manner.
Conduct research on digital currency networks to ensure they fulfil our compliance policy before listing.
Maintain oversight of listed digital currency token migrations across networks and prepare for any operational changes required.
Maintain personal diligence in handling sensitive data to uphold security.
Provide blockchain and internal system technical assistance to the broker team and customers
Please note this role is not a Proprietary Trading role and will be proudly sitting within our operations department and is not part of our Brokerage Team currently. Please feel free to check out our other opportunities for client facing roles.
Requirements
About you:
1 - 3 years of professional experience
An entrepreneurial, agile, self-starter with initiative and a desire to keep developing every day
Strong numerical and quantitative analysis skills
Decisiveness with the ability to process complicated information quickly and accurately under pressure
A passion for cryptocurrency is highly regarded
Benefits
Learn from a team of experienced cryptocurrency experts
Competitive compensation that recognises experience and impact
Hybrid working arrangements designed around trust and autonomy
Access to our Fort Lauderdale office for in-office work, where we collaborate and connect locally
0% trading fees with Caleb and Brown
Sales and Customer Service Representative
Finance service representative job in Fort Lauderdale, FL
Join Our Team as a Sales and Customer Service Representative!
5M Promotions is one of the nation's fastest-growing firms in the industry. We are at the forefront of brand engagement and customer acquisition, consistently developing and implementing our clientele's latest and most advanced wireless technology by delivering and executing experiential customer service and sales campaigns. Our mission is to expand throughout the territory while simultaneously cultivating the next generation of leaders within our field.
5M Promotions is seeking a passionate and ambitious Sales and Customer Service Representative to join our team. As a Sales and Customer Service Representative, you will create positive interactions with customers when introducing premier telecommunications products and facilitating the sales process. You will play a key role in building strong, lasting relationships with clients, driving sales, and delivering outstanding results for our clients.
What does a typical day look like for our Sales and Customer Service Representative? Let's break it down:
Meet with new and existing customers to guide them through the sales process & ensure superior customer satisfaction
Execute residential sales campaigns on behalf of our telecommunications client in an effort to drive sales and create exciting customer experiences that drive satisfaction and long-term retention
Recommend telecommunications products and services to customers based on their needs, and focus on quality and transparency in pricing
Build and nurture long-lasting client relationships to ensure their ongoing happiness and brand loyalty
Stay informed about our client's initiatives and services to effectively communicate with customers, promote the brand effectively, and boost sales
Accurately record and manage customer account details to ensure smooth service activations and installations
Work together with top-performing Sales and Customer Service Representatives to deliver seamless service and quickly address customer concerns or inquiries
Help achieve sales goals, identify new opportunities, and implement targeted outreach strategies to drive the business forward
Qualifications of the Sales and Customer Service Representative:
High School Diploma
Previous customer service, account management, or relevant sales experience is a plus!
Excellent communication, interpersonal, and problem-solving skills
Ability to build rapport quickly and manage relationships effectively
Self-motivated, goal-oriented, and passionate about driving sales results
Ability to thrive in dynamic environments and quickly integrate new information about evolving technologies and services
Although our Customer Sales Representative role is an entry-level position, our team needs career-focused individuals who want an opportunity for significant income and who desire to grow in their career and professional portfolio.
This is a performance-driven position with uncapped commission incentives. Compensation is commission only, with estimates based on average earnings in the role.
If you are ready to put your team building, critical thinking, and sales knowledge to the test, then our Sales and Customer Service Representative role is for you!
Auto-ApplyPart Time Associate Banker North Palm Beach Central (30 Hours)
Finance service representative job in West Palm Beach, FL
JobID: 210634114 JobSchedule: Part time JobShift: : 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-ApplyRecent Graduate - Financial Services
Finance service representative job in Boca Raton, FL
Job Description
We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
The main role is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction. Ideal candidate is a professional with a great attitude and outgoing personality! Someone who has 'never met a stranger,' has stellar computer skills, the ability to multi-task, works well with their peers, and has a true passion for helping others.
Responsibilities include but not limited to:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Salary Base plus Commission
Bonuses
Paid Time Off (vacation and personal/sick days)
Retirement Plan
Health Insurance
Valuable experience and training provided
Growth potential/Opportunity for advancement within my office
Requirements
Must live within 20 miles / 30 minutes of agency and be able to commute into the office
Must be able to obtain FL 2-20 license
Must be able to obtain FL 4-40 license
Prior Customer Service and Property/Casualty experience preferred
Knowledge of Citizens and EasyLink a must.
Prior State Farm experience a plus.
Bilingual language skills preferred
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Provide timely and thorough activity reports to agent
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
If you are motivated to succeed and can see yourself in this role, please submit your resume. 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.
Financial Services Representative State Farm Agent Team Member
Finance service representative job in Palm Beach Gardens, FL
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 are independent contractors that market State Farm insurance and financial services products.
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 required by the agent.
Competencies Expected for This Role
Enthusiastic and motivated to assist customerswith insurance and financial services to help them manage the risks of everyday life, recover from the unexpected, and realize their dreams.
As an Agent Team Member, you will receive...
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
Additional Desired Abilities/Competencies
People-oriented
Self-motivated
Dedicated to customer service
Ethical and Honest
Ability to work in a team environment
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
This position will be with a State Farm independent contractor agent, not with State Farm Mutual Automobile Insurance Company ("State Farm"). Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs required for the position sought. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
State Farm Insurance is an equal opportunity employer.
Personal Lines - Customer Service Representative
Finance service representative job in Fort Lauderdale, FL
John Galt Insurance is an agency specializing in Personal Lines insurance. We are looking for self-motivated team players to join our Customer Service Team. We offer competitive salaries, as well as these following great benefits:
Medical Insurance
Life Insurance
Dental Insurance offered
401k
Mon-Fri work week,
Paid-Time Off (PTO) and paid holidays
Opportunity to own your own agency
Specific tasks include:
· Assisting clients with coverage questions
· Processing changes and endorsements to policies
· Following up on policy renewals
· Processing payments.
Contact us today to discuss your career potential at the John Galt Insurance Agency
Job Type: Full-time
Benefits:
401(k)
Dental Insurance
Health Insurance
Paid Time Off
Schedule:
8 Hour Shift
Monday to Friday
Work Location:
One location
Communication method(s) used:
Email
Phone
Company's website:
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Company's Facebook page:
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Benefit Conditions:
Only full-time employees eligible
Work Remotely:
No
Financial Service Representative
Finance service representative job in Palm Springs, FL
Are you a dynamic and driven sales professional?
If so, Momentum Financial Services Group wants you to join our team.
In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals.
What we offer:
Market competitive hourly pay rates
Earn a percentage of the store's profits for exceeding company targets
Other benefits include:
Comprehensive medical/dental benefits
Paid Time Off
401K with company match
Tuition assistance
Career development
Branch Location: 3198 S. Congress Ave
During a typical day, you will:
Deliver results on branch profitability goals
Provide a quality customer experience through efficient execution of all customer transactions
Determine customers' needs and provide them with solutions that satisfy those needs
Handle cash and accurately enter transactions into the system
Contact customers over the phone with past due balances and negotiate payment terms and schedules
Complete all documentation accurately
Follow safety, security, and compliance requirements
Successful candidates will:
Be sales driven
Have a minimum of one year of financial services and or sales experience
Have a passion for customer service
Have previous cash-handling experience
Have a high school diploma or equivalent
#SJ
About us:
Momentum Financial Services Group is a top financial services provider in North America
We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store
We offer access to cash and related financial products to help customers achieve their financial goals
We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store
We value:
Employees who are committed to continuously improving their performance and achieving new levels of success
Recognizing our employees for their achievements and developing them to be future leaders
Diversity is an essential element for the success of our business
Giving back to our local communities through annual contributions to charities and non-profit organizations
Next Steps:
Apply now to be considered for this opportunity!
Auto-ApplyCustomer Service Representative - North Lauderdale, FL - Full Benefits
Finance service representative job in North Lauderdale, FL
Company DescriptionJobs for Humanity is partnering with Teleperformance USA to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Teleperformance USA
Job DescriptionCategory : Customer Service/Support
Why You'll Choose Us
Teleperformance is a strategic partner to the world's leading companies, bringing solutions and enhancing customer experience during each interaction. We are the largest interaction expert team in the market: multicultural, highly skilled, and deeply knowledgeable, with a wide range of integrated omnichannel solutions, technology, and the highest security standards. For us, each interaction needs to be treated as unique.
Benefits of working with TP include:
Paid Training
Competitive Wages
Full Benefits (Medical, Dental, Vision, 401k and more)
Paid Time Off
Employee wellness and engagement programs
Your Impact
Our customer service representatives are a very important part of our family. You will be the eyes and ears for our team, fielding customer inquiries and finding innovative ways to respond. Working in a collaborative and engaging environment, you will have the chance to interact with people from all walks of life and no two days will be the same. As you continue to grow and challenge yourself, you will discover your potential can take you anywhere you want to go.
Your Responsibilities
Customer Service Representatives field customer inquiries by finding innovative ways to respond to varying questions, issues, and concerns.
Connect with customers via phone/email/chat/and or social media to resolve their questions or concerns
Calmly attempt to resolve and de-escalate any issues
Escalate interactions when necessary and appropriate
Respond to requests for assistance and/or possible processing payments
Track all call related information for auditing and reporting purposes
Provide feedback on call issues
Upsell if required
What We're Looking for
High School Diploma or equivalent
IT/Network certifications/degrees preferred
18 years of age or older
Proven call center experience
Typing 25 WPM
Proficient in PC operation and navigation
Entry-level network troubleshooting
Ability to set up home Wi-Fi network
Ability to set up and configure a router or switch
Core proficiency with a laptop or desktop computer
Able to work independently
Have excellent communications skills, both oral and written
Ability to work in a constantly changing and fast paced environment
Ability to stay composed and objective
Strong listening skills
Being One of Our People
It is our mission to always provide an environment for our employees that promotes happiness from the inside out. When you work with us, you are valued and inspired to learn, to teach, and to grow. We want you to come to work motivated to and proud to be on our team. That's why we continually invest in creating outstanding work experiences and endless development opportunities. We want you to be and feel at your best, always.
Teleperformance is an Equal Opportunity Employer
Banking Associate (30 Hours Weekly) - Boca Raton Clint Moore (Bilingual Spanish Preferred)
Finance service representative job in Boca Raton, FL
Boca Raton, Florida, United States of America **Hours:** 30 **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.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Financial Services Representative - State Farm Agent Team Member
Finance service representative job in Coral Springs, FL
Job DescriptionBenefits:
401(k)
Bonus based on performance
Health insurance
ROLE DESCRIPTION: As a Finacial Services Rep with Darrell Shelton State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 66 licenses preferred.
Florida 2-15 Life, Health, Variable Annuities License
Financial Services Representative State Farm Agent Team Member
Finance service representative job in Fort Lauderdale, FL
Job DescriptionBenefits:
Company parties
Opportunity for advancement
Paid time off
Signing bonus
Wellness resources
ROLE DESCRIPTION: As a Financial Services specialist with Jessica Alvarez Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Series 6 or 7, and 65 required.
Must have 215 Life and Health Insurance License.
Proven experience working as a financial services representative for Life Insurance Premium goals and Annuities.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Growth potential/Opportunity for advancement within my office