Finance service representative jobs in Palm Harbor, FL

Leviat, a CRH company, is a global leader in lifting, insulating and connecting technology for the construction industry. The company employs nearly 3,000 diverse, talented employees at 60 locations globally. Leviat's engineered products and innovative construction solutions are used in a variety of market segments from residential, non-residential and infrastructure, enabling users to build better, stronger, safer, and faster. We stand together to REINVENT THE WAY OUR WORLD IS BUILT. Job Summary Receives, records, and reconciles customer service orders, inquiries, and complaints in a timely and professional manner. This is primarily an inbound position where you are working with customers to process orders, resolve issues, billing and supporting the outside sales reps etc. Ideally, we would like to find someone that is familiar with construction and/or industrial manufacturing business but are willing to train someone that has the right attitude. Job Location This role will work from our Riverview, FL facility. Job Responsibilities Answers incoming customer telephone calls in a courteous and professional manner Responds to and investigates customer inquiries, concerns, and issues via phone, fax, mail, and e-mail in a timely and courteous manner Receives, records, and routes customer orders/changes in appropriate manner Answers customer inquiries and provides appropriate technical and/or product-related information Researches and resolves customer complaints and/or billing issues Contacts customers when necessary to follow-up on customer issues or orders/quotes Obtains customer feedback information Effectively communicates customer issues and concerns to all applicable internal staff members Documents all contacts, actions, and responses in customer database Route qualified opportunities to the appropriate sales executives for further development and closure. Organizes and maintains file system: files correspondence and other records Maintains working knowledge of products and/or services Prepares reports and correspondence as needed Performs other duties as assigned by supervisor Job Requirements Previous experience in outbound call center, insides sales, or related sales/customer service type role is a plus Excellent customer service skills Continuous operation of computer and telephone to answer customer inquiries Excellent verbal and written communication skills Proficient on [Microsoft Word and Excel] Commitment to excellence and high standards Strong organizational skills; able to manage priorities and workflow Ability to work independently and as a member of various teams and committees Ability to understand and follow written and verbal instructions Acute attention to detail Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm Ability to perform diversified clerical functions and basic accounting procedures. Ability to effectively communicate with people at all levels and from various backgrounds. Bilingual skills a plus. ERP - AX a plus Transportation System - Lima a plus What CRH Offers You Highly competitive base pay Comprehensive medical, dental and disability benefits programs Group retirement savings program Health and wellness programs A diverse and inclusive culture that values opportunity for growth, development, and internal promotion About CRH CRH has a long and proud heritage. We are a collection of hundreds of family businesses, regional companies and large enterprises that together form the CRH family. CRH operates in a decentralized, diversified structure that allows you to work in a small company environment while having the career opportunities of a large international organization. If you're up for a rewarding challenge, we invite you to take the first step and apply today! Once you click apply now, you will be brought to our official employment application. Please complete your online profile and it will be sent to the hiring manager. Our system allows you to view and track your status 24 hours a day. Thank you for your interest! Leviat, a CRH Company, is an Affirmative Action and Equal Opportunity Employer. EOE/Vet/Disability CRH 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.

Full-time Description Summary: To provide each account with reliable and efficient delivery through the Great Bay service call. Essential Duties and Responsibilities Execute product freshness and rotation standards and communicate any potential problems to the account manager. Provide customers with reliable and efficient delivery through Great Bay structured service call. Monitor competitive activity on a daily basis and provide sales management accurate information. Walk safety circle and perform pre-trip inspection, and follow checkout and check-in procedures in accordance of company policies. Notify account manager of any accounts unable to be serviced. Complete all sales tickets, settlement sheets, and related paperwork neatly/accurately. Honor all business commitments to customers. Assist with the building of displays. Follow and execute the Great Bay standard service call. Compliance with all Equal Employment Opportunity rules and guidelines. Ability to cooperate with others as needed to complete job tasks. Ability to appear at work as scheduled, mindful of the company's attendance policies. Must be able to safely drive and maneuver a 40' semi-tractor trailer. Must be able to operate an electric pallet jack. Follow check-in and checkout procedures. Honor all business commitments to accounts. Merchandises palletized delivery. Assists in building displays, maintaining rotation, stock coolers, and maintain existing displays. Drive vehicle safely, courteously, and obey all traffic regulations. Weekend pull-up as needed. Ability to appear at work as scheduled, mindful of the company's attendance policies, While on duty and in uniform, Merchandisers represent Anheuser - Busch and Great Bay. They must relate well with retail customers and the public. Rotate all products according to Greta Bay and Anheuser - Busch standards. Perform Structured Service Call completely at each assigned stop. This includes but is not limited to: counting truck load unloading product from trucks stacking and loading product on hand trucks/breakdowns pushing/pulling loaded hand trucks/breakdowns into retail accounts from parking lots checking in product navigating hand trucks/breakdowns inside customer locations unloading and unpacking products affixing price stickers to products filling all retail slots and displays with product in proper rotation neatly stocking product in customers' back stock storage discarding any and all trash, flats and cartons collect and accurately count and check in any payments for product delivered Competencies: Communication Ethical Practice Relationship Management Secondary Duties Attend all required company meetings Merchandisers must follow all company policies and procedures, must comply with State beverage regulations and Great Bay's safety program Keep Company provided vehicle clean Must follow instruction Other duties as assigned Must be adaptable to change, this is including, but not limited to: daily schedule or route, working hours, weekly schedule, Team leader, etc. Requirements Knowledge/Skills and Abilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to fill out work orders and other correspondence. Ability to speak effectively with groups of customers. Obtain Pallet Jack training and certification. Customer Service Skills: Ability to relate well with co-workers, supervisors, customers and the general public. Certificates, Licenses, Registrations: Current valid Class “A” Florida Drivers' License. This license must comply with our insurance carrier's guidelines for an acceptable, insured driver. Ability to obtain a Class “A” CDL. Maintain Medical DOT card. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to reach, climb or balance. The employee is frequently required to stand, walk, sit, use hands, talk and hear. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must constantly lift and/or move 25 pounds and occasionally lift and/or move up to 171 pounds. The employee must occasionally pull and/or push up on a loaded 2/4 wheel hand truck on uneven surfaces and up delivery ramps. Working Conditions: The employee is regularly exposed to outside weather conditions. The employee is frequently exposed to extreme cold while merchandising and rotating products in coolers. Other Duties: Please note this is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Management reserves the right modify this job description at any time. Salary Description $1,049/weekly

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

"We create happiness.” That's our motto at Walt Disney Parks and Resorts. And it permeates everything we do. At Disney, you'll help encourage that magic by enabling our teams to push the limits and build the never-before-seen! Are you ready to join this team and make an impact?" The Energy Trader will be a Walt Disney World Cast Member employed by the Reedy Creek Energy Services (RCES) organization which focuses on long-term Electric and Natural Gas plans for the Central Florida Tourism Oversight District (CFTOD). This position is responsible for short-term load forecasting, analyzing generation resources, managing power purchase agreements, and scheduling market energy in a manner that is reliable and least costly for CFTOD while complying with operating procedures and risk management policies. Additional responsibilities include providing analytical support for both short-term and long-term energy planning and as needed support for natural gas scheduling. This position is an on-site opportunity based in Orlando, FL reporting to Manager of Energy Planning. This position will require being available for on-call coverage of overnight hours as well as split weekend schedule. You Will Purchase electricity on an hourly and daily basis with favorable pricing and terms while ensuring compliance with operating procedures and risk management guidelines. Schedule purchased power including reservation of transmission and transaction tagging. Ensure accurate recording and reporting of transmission reservations, energy purchases, sales volumes, and pricing for invoicing Reconcile the monthly purchase and sales invoices with external clients and prepare monthly summaries. Monitor electric system loads and available resources to determine short-term needs. Continually monitor the energy and transmission market for current and potential conditions. In-depth knowledge of power purchase agreements terms and conditions, operating procedures and risk management policies. Develop and maintain strong working relationships internally and with contacts across various wholesale marketing and trading organizations across the Southeast. Provide analytical support for short-term and long-term resource planning and procurement. Provide support for regional reporting. Provide support on an as-needed basis for natural gas scheduling. Provide updates and feedback to management on current and potential energy market conditions and other issues that may affect CFTOD. You Will Have Knowledge of utility energy planning and operations Understanding the fundamentals of wholesale bulk power markets Proficiency with the OATI transmission and tagging scheduling platform Initiate/maintain business relationships with existing and potential business partners to stay abreast of current market conditions, ascertain opportunities, potential impact and expand market opportunities. Proficient with Microsoft Excel. Preferred Qualifications 5+ years of wholesale electric market experience. Experience with Southeastern power markets. Education Bachelor's degree in business administration, Economics, Marketing or Finance or related experience is required. Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities, and special extras that only Disney can provide. Learn more about our benefits and perks at **************************************** #LI-ML3, #DXFOS Job Posting Segment: FOS Job Posting Primary Business: RCES (WDW) Primary Job Posting Category: Utility Services (Operations) Employment Type: Full time Primary City, State, Region, Postal Code: Lake Buena Vista, FL, USA Alternate City, State, Region, Postal Code: Date Posted: 2025-11-26

Come Join Us! C.R. Laurence Co., Inc. (CRL), a part of Oldcastle Building Envelope (OBE), is the leading supplier to the glazing, architectural, railing, construction, industrial, and automotive industries. Offering more than 60,000 products, we serve the industry from locations throughout North America, Europe, and Australia. We operate our business to the highest standards of quality and customer service. The companies and institutions that depend on us impact the growing fields of glass fabrication, construction, architecture, and automotive restyling. Their positions as leaders in their own industries mean they demand the highest standards from their suppliers. About the Position: The Customer Service Rep provides exceptional customer service to all C.R. Laurence customers. Through the detailed understanding of all C.R. Laurence products, the CSR offers solutions and facilitates a unique experience to all internal and external customers. In addition, completes general administrative support while in a hectic and fast passed environment. This position serves as an ambassador to the company and will be the face of the company through daily interactions. Responsibilities include, but are not limited to: Maintain broad knowledge of clients, products and services. Document customer interactions and transactions Listen attentively to customer needs and concerns; demonstrate empathy Accurately process over-the-counter, phoned, faxed and e-mailed orders accurately and in a timely manner Receive and process payments of Will Call customers as well as over the phone (cash, debit, etc.) Answer multi-line telephone in a professional manner Face to face customers interactions Develop and maintain professional and productive business relationships with your internal and external customers that result in a clear definition and understanding of their service requirements and expectations. Respond to all inquiries in a prompt, professional, and courteous manner between internal working associates, manufacturers, and customers Build sustainable relationships and trust with customer accounts through open and interactive communication Go the extra mile to engage customers, adapt and respond to different types of customer requirements or requests Customer database management - Maintain records of customer interactions, process customer accounts and file documents Other duties as assigned Qualification Requirements: 1 year of office support experience in a customer service role High School diploma or equivalent Ability to work in a fast-paced, team environment Organized and able to keep others organized with ability to prioritize effectively Must be able to communicate effectively and conduct yourself professionally, with excellent written and verbal communications Demonstrate critical thinking and independent thinking skills to anticipate and resolve issues Utilizes strong time management and organizational skills to successfully multi-task Maintain business poise and professionalism under stressful situations Handle difficult situations and dissatisfied customers in a calm and professional manner. Able to read and perform simple mathematical calculations What CRL Offers You Highly competitive base pay Paid time off 10 Holidays (inclusive of 2 floating holidays) Market competitive 401(k) match Industry-leading medical, dental, and vision benefits Short-term and long-term disability coverage Life Insurance Employee discounts Health and wellness programs A culture that values opportunity for growth, development, and internal promotion We are excited to be an Equal Opportunity Employer at C.R. Laurence. We are actively seeking job applicants who reflect a broad representation of differences, including race, ethnicity, religion, sex, sexual orientation, gender identity/expression, physical ability, neurodiversity, age, veteran, family and economic status and background, geographical background and status, and perspective. We believe that the best companies reflect the incredible diversity in viewpoints, backgrounds, and identities of the world in their staffs, and are committed to inclusive hiring across departments and levels. C.R. Laurence Co., Inc. (CRL) is an E-Verify Employer.

About the job Tampa International Forest Products is a significant player in the wood products industry, and we have been recognized as one of the premier commodity trading companies to work for. We are currently seeking a highly driven and competitive individual to join our growth-oriented team as a trader trainee! As a trainee, you will start out in our trader trainee development program, which is designed to provide you with a deep understanding of our industry and equip you with the necessary tools that pave the way for a rewarding career at TIFP. As a lumber trader, you will play a pivotal role in buying and selling lumber, cultivating client relationships, managing risk and margin and actively engaging in a dynamic market. If you are a highly motivated, self-starting individual who has a passion for developing customer relationships and a desire to thrive in a competitive environment, we encourage you to apply for this exciting opportunity! **This is not a remote opportunity** Responsibilities: Start learning the ins and outs of the industry through our logistics department by growing our transportation network and negotiating freight rates Network, cold-call, and qualify prospects to start building your own book of business Continuously generate new trading ideas by identifying market trends and opportunities Build relationships with clients and provide value through market intelligence. Travel to visit with clients on a quarterly basis. Keep a constant up-to-date knowledge of the markets to ensure continuous real-time price discovery. To thrive in this role, you are: Bilingual in English and Spanish Willing to travel to Mexico. A natural salesman with 2-5 years B2B sales experience. High energy with an entrepreneur spirit Ambitious, driven and achievement-oriented Excellent problem solving, analytical and mathematical skills Possess strong interpersonal and communication skills Ability to prioritize and perform multiple activities A strong desire to succeed and manage your own business.

Benchmark International's U.S. mergers & acquisitions practice is seeking a highly accomplished Senior Investment Banker to serve as Head of Middle Market M&A. This key leadership role oversees our national Middle Market sell-side practice, representing owner-operated companies across the United States generating $10-$25 million in EBITDA. You will lead a world-class transaction execution team, deliver strategic advisory services to founder-led businesses, and manage a sophisticated portfolio of sell-side engagements from initial client onboarding through to a successful closing. As a senior leader and visible face of the firm, you will collaborate closely with Benchmark International's CEO and executive leadership team. This position requires a seasoned dealmaker with a strong sell-side execution background, superior leadership skills, and the ability to mentor and inspire high-performing bankers. The role is ideal for a player-coach who excels at navigating complex middle market transactions and driving transformational outcomes for business owners. Job Responsibilities: Lead Deal Team & M&A Execution• Direct and lead the full execution function of the M&A lifecycle for Middle Market engagements.• Oversee active portfolio management and drive transactions through due diligence, negotiation, structuring, and closing.• Provide high-level strategic guidance to clients, ensuring alignment with their goals and market realities.• Ensure rigorous adherence to Benchmark International's process manual and best-in-class execution standards.Client Relationship Management• Build and maintain strong relationships with owner-operators and executive teams.• Serve as a trusted advisor, offering insight into market trends, valuation dynamics, buyer behavior, and strategic alternatives.• Support clients through the emotional and strategic complexities of selling a business.Team Construction, Leadership & Development• Recruit, develop, and lead a high-performing team of senior bankers, associates, and analysts.• Foster a collaborative, accountable, results-oriented environment.• Mentor team members to enhance their technical skills, client communication, and deal leadership abilities.Deal Origination Support• Collaborate with the Middle Market Team's dedicated Origination Unit to assist in sourcing new M&A mandates.• Leverage your experience and credibility to support origination strategy and win new client engagements.Strategic Planning & Market Intelligence• Remain current on industry, economic, and M&A market trends.• Translate market dynamics into actionable insights for clients and internal teams.• Represent Benchmark International at industry conferences, speaking events, and professional forums.Risk Management & Compliance• Ensure all transactions comply with legal, regulatory, and internal risk management standards.• Oversee due diligence processes and coordinate with legal, financial, and tax advisors.• Proactively identify risks and ensure smooth execution across every stage.Financial Analysis Oversight• Supervise financial modeling, valuation assessments, strategic analysis, and deal structuring.• Provide senior-level review and guidance to support accurate, effective financial decision-making. Additional Leadership Expectations As the leader and face of the Middle Market Team, you will:• Handle setbacks professionally and confidently.• Lead difficult conversations with owners, acquirers, and advisors.• Negotiate against seasoned professional buyers.• Take responsibility for process breakdowns, even when not directly responsible.• Foster cooperation with clients' attorneys, accountants, and other advisors.• Always Maintain Benchmark International's professional image.• Work outside normal business hours when required to meet client expectations.• Be available for occasional short notice travel (rarely more than three days). Job Qualifications: Experience• Minimum 12 years of M&A advisory experience with a proven track record executing complex middle-market sell-side transactions across industries.• Demonstrated ability to manage large deal teams and multiple simultaneous assignments.Education• Bachelor's degree in Finance, Economics, Business, or related field required.• MBA or advanced degree preferred; JD a plus.Leadership Skills• Proven ability to recruit, lead, and inspire high-performing teams.• Hands-on leader committed to developing talent.Client-Facing Expertise• Exceptional client relationship and advisory skills.• Clear history of successfully originating and executing middle market M&A engagements.Technical Competence• Strong financial modeling, valuation, and transaction structuring skills.• Deep understanding of legal documentation, deal mechanics, and M&A tax considerations.Industry Knowledge• Broad-based understanding of M&A markets, buyer landscapes, and industry-specific deal dynamics.• Extensive professional network within the M&A ecosystem.Communication Skills• Superior verbal and written communication skills.• Ability to distill complex ideas into clear, actionable insight. Personal Attributes• Process Driven: Strong adherence to Benchmark International's established M&A processes.• Strategic Thinker: Capable of seeing the big picture and anticipating long-term implications.• Results-Oriented: Operates effectively in fast-paced, high-pressure deal environments.• Entrepreneurial Mindset: Proactive, innovative, and opportunity focused.• Integrity & Professionalism: Upholds the highest ethical standards. Additional requirements:• Ability to obtain a Florida real-estate sales associate license within 90 days of employment.• No unfavorable history with FINRA, the SEC, or any state regulatory agency.• Ability to pass a criminal and professional background check prior to starting date.• Interested candidates should submit a resume and cover letter outlining their qualifications and relevant experience, Compensation This senior leadership role offers a competitive compensation package, including a base salary, commission, and performance-based bonuses. Final package will be determined on qualifications and experience. Benefits All Benchmark International positions offer paid time off, standard holidays, birthday holidays, and community service days. Employees are eligible for highly competitive company-subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings accounts (FSA & HSA); and flexible dependent care assistance accounts. Relocation assistance is not available for this role. Social Responsibility Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees because of their personal passion for supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year to provide their labor and skills to the community. About Benchmark International Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value-maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1 Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our award-winning process and world-class service. Specializing in the transaction of mid-market companies, our teams operate from offices across the globe, representing clients in a wide variety of industries. Our unique, technology-driven approach connects sellers with the right acquirers-whether local or international-through a combination of proprietary databases, deep market insight, and strategic outreach. We offer an exciting opportunity to be part of a high-performance team with global reach. Our culture is rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and are actively looking for ambitious professionals ready to shape the next chapter of our success story. Join us and be part of the next generation of leaders redefining M&A excellence. Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.

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.

Our client is seeking a Customer Service Representative to join their Personal Lines team. This is a full-time, in-office position where you'll provide day-to-day customer support while also playing an important role in the company's marketing efforts. The right candidate will bring energy, professionalism, and the ability to thrive in a fast-paced, client-facing environment. This position also offers upward mobility for individuals who are committed to their work and consistently perform at a high level. Responsibilities Manage downloads, policy updates, and general customer service requests Provide responsive, high-quality support to clients across personal lines products Assist with marketing activities, including client-facing events and relationship building Utilize multiple software platforms to manage and update client information efficiently Collaborate with the team to ensure smooth workflow and excellent client experiences Qualifications Minimum 1 year of experience in customer service or marketing experience Strong computer and technical skills; must be comfortable working with multiple systems Ability to balance customer service responsibilities with marketing support High sense of urgency and professionalism in a fast-paced environment Presentable and confident in client-facing settings, including company events Schedule/Location Full-time, in-office role 40-50 hours per week No relocation assistance offered Reports directly to the Personal Lines Manager Compensation Base salary: $40,000 - $50,000 depending on experience Bonus structure available - this role is highly performance-driven, with strong earning potential for individuals who excel in client service and marketing support Opportunity for career growth and upward mobility within the organization Please note that National Mortgage Staffing does not determine the salary, requirements, or qualifications for this role. We are contractually required to follow the criteria set forth by our clients. Thank you for your interest! If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters. Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.

Watch this video to learn more about the culture here at Online Labels Group! Role Summary: Customer Service Representatives help customers via phone, tickets or chat in a supportive function while offering solutions for their needs and resolving any current or ongoing issues. Experience Requirements: 0-2 years in the same or similar role. Shift available: Monday-Friday: 11:00am-8:00pm Training Shift: Monday-Friday 8:00am-5:00pm Pay rate: $15-$17/hour. Benefits: Potential Monthly Departmental Bonuses Medical Dental Vision Paid Time Off (PTO) 401(k) with Company match Holiday Pay Supplemental Insurances (Cancer, Critical Illness, Accident, Short Term & Long Term Disability, Life Insurance) Summary of Responsibilities Manage incoming calls, tickets, and live chat messages from customers. Communicating with customers to ensure that all their needs are understood and addressed. Providing functional labeling knowledge and solutions. Accurate quoting of blank labels, custom die creations, and small business custom printing. Act as a backup order writer for Enterprise CSR's. Working knowledge of internal CRM's upon completion of training. Troubleshoot customer issues for a variety of different printers and software in relationship to our products. Have working knowledge of entire order process: Placing an order, entering a sample request, checking inventory & item availability, Looking up shipping prices, Familiarity with transit times & methods of shipping. Looking up product prices, adding items to / modifying an existing order, canceling an existing order, tracking an order, returns and issuing a credit. General administrative duties. Troubleshooting customer issues. Collaborate with other internal departments to ensure that they fulfill all customer requests. Guide customers to the correct service based on their business needs provided criteria. Basic understanding of managed accounts held by Enterprise CSR's on team. Recommend materials and adhesives based on application requirements. Work with outside salesforce to meet customer needs including samples, art approvals, and managing ship dates. Other duties as assigned. Required Skills Excellent organization, attention to detail, and follow-up skills Strong written and verbal communication skills Strong typing and computer skills (recommended at 30+ wpm) Ability to interface well with all levels of management Ability to work well in a team environment as well as on your own Self-motivated and solution-oriented Customer-focused Excellent analytical, problem-solving, and decision-making skills Positive attitude. Ability to adapt to new technologies and processes quickly in ever-evolving systems Excellent interpersonal skills and strong emotional intelligence Physical Demands: Work is predominately performed in an office environment and requires the ability to operate standard office equipment and tools including a computer, keyboard, and mouse. The ability to sit for extended periods of time and perform repetitive motions, including movements of the wrists, hands, and/or fingers, as well as stand, reach, squat and lift small parcels, packages, and other items, as necessary. Work requires the ability to read and analyze data using various documents and spreadsheets. The employee may be required to lift up to 25 lbs. Reasonable accommodations to these requirements can be made to applicants with qualified disabilities. Equal Employment Opportunity: At Online Labels Group, we don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products, and our community. Online Labels Group is proud to be an equal opportunity workplace to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.

Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description • Provides customer support to consumers via the telephone and/or Internet (e.g. instant message, email). Handles customer inquiries and resolves simple and basic support issues, such as address changes, processing orders, warranty, or billing/payment. For product or service-related issues, will move customer to appropriate Product Support Specialist. • Performs other administrative duties as requested. General Duties & Responsibilities: • Provides customer support by phone, email, or instant message to consumers. Serves as primary contact for inbound customer issues. • Escalates more technical product-related issues to the proper Product Support department. • Processes a high volume of consumer inquiries of FIS products and services, and resolves a targeted percentage of those inquiries. • Troubleshoots customer problems, identifies the root cause of the problem, and uses tool and resources appropriately to determine how to resolve customer problems. • When unable to resolve the problem in a reasonable amount of time, will escalate to the appropriate resource. Follows up on escalated issues with coaching and mentoring to learn the appropriate solution and expand overall knowledge. • Tracks and documents inbound support requests and ensures proper notation of customer problems or issues. • Updates customer information and ensures accurate entry of contact information. • Meets the standards of the job, such as quality standards, adherence to schedule, and average handle time. • May provide guidance and/or mentoring to less experienced Customer Service Associates - Consumer. Educational Requirements: • A high school diploma or GED is required for this role. Associate or Bachelor's degree is preferable; or the equivalent combination of education, training, and work experience. General Knowledge, Skills & Abilities: • Knowledge of the company's products, services and business operations to enable resolution of customer inquiries • Excellent customer service skills that build high levels of customer satisfaction • Excellent verbal and written communication skills • Computer navigation and operation skills • Demonstrates effective people skills and sensitivities when dealing with others • Ability to work both independently and in a team environment Additional Information To know more on this position or to schedule an interview, please contact: Vishwas Jaggi ************

JobID: 210628741 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.

The GREAT STATE TEAM is seeking Remote Bilingual Health Care Customer Service Representatives to join our fast-growing teams! As a Bilingual Health Care Customer Service Representative, you will be handling inbound and outbound calls in a high-tech environment, resolving general questions regarding insurance, financial assistance, and processing payments. This position is challenging but rewarding, fast paced, and in a team environment. **Veterans and Military Spouses Encouraged to Apply** Duties include but are not limited to: Makes and answers calls in the name of the client to resolve billing and payment issues utilizing establish work queues and call pools as necessary Responds to requests for information by patient/account holders in a professional, thorough, explainable manner Acts to gain payment or arrangement of payment on behalf of the client as appropriate Follows client-specific protocols and policies when carrying out duties Investigates and responds to client enquiries as needed Enters and monitors payment arrangements Adhere to all FDCPA, FCRA, HIPPA and other applicable laws Qualifications, Skills, and Experience: 1+ years' experience working in Call Center of Customer Service function where contact with the public was a part of daily duties Knowledge/experience of medical terminology, patient billing, healthcare insurance and/or healthcare administration preferred Ability to work successfully in a fast-paced, deadline-oriented environment Strong organization skills. The ability to work on multiple tasks simultaneously Demonstrates flexibility in scheduling and assignments, to include regular evening and Saturday work as the business requires Ability to work successfully and cooperatively within a team-based environment Bilingual candidates will provide additional support for bilingual calls Internet Requirements: The minimum internet speed requirements for remote work are as follows: Broadband internet connection (No DSL, or Dial Up) Hard wired connection required (no Wi-Fi, Wi-Fi hotspots) Minimum Speed Results: 40 mbps download, 5 mbps upload Camera Requirements: Cameras are required to remain on from the start of training through the end of each scheduled shift, excluding designated breaks and lunch periods. After training is completed, camera use will be required as directed by your supervisor or based on team expectations. Wage: Bilingual Remote: $17.00/hr with a $1.00 increase at 90 days AND the opportunity to earn quarterly performance increases up to an additional $2.00/hr in your first 12 months! Non Bilingual Remote: $15.00/hr with a $1.00 increase at 90 days AND the opportunity to earn quarterly performance increases up to an additional $2.00/hr in your first 12 months! We Offer a Comprehensive Benefits Package: Competitive benefits include Health, Dental, Vision, Life and Disability Insurance, 401K w/employer match, and HSA/Flexible spending accounts Paid time off starting at 90 days and annual profit sharing 7 Paid Holidays - Thanksgiving, Christmas Day, Christmas Eve, New Year's Day, Memorial Day, Fourth of July, and Labor Day Family Friendly Events Wellness Programs/Gym Reimbursement All necessary equipment and technical support provided * Benefits eligibility is dependent upon FTE Status and Position *All offers of employment are contingent upon successful completion of all post offer processing. Your next great career move could be a click away. Apply now! State Collection Service is an Equal Opportunity Employer . All qualified applicants will be considered for employment regardless of age, race, color, creed, religion, sex, sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. By following the link to apply, you are acknowledging that we have permission to contact you via phone, text or email to communicate with you regarding this position.

Full job description Customer Service Representative As our clients' first and last point of contact, the Client Service Representative (CSR) is vital in consistently delivering an exceptional client experience. To provide an exceptional experience, a CSR manages appointments, answers calls, processes patient information, and ensures seamless communication between clients and our medical team. Through our tech systems, you'll help streamline processes, enhance client access to care, and create a welcoming environment for pets and their owners. Key Responsibilities: Client Communication & Scheduling: Answer calls and emails promptly with professional, friendly service Schedule appointments based on client needs and veterinarian availability, including forward booking Use technology to send appointment reminders, confirmations, and follow-up messages to keep clients informed and their pets' care on track Make outbound calls to re-engage lapsed clients and encourage them to schedule appointments Client Relations & Service: Greet clients warmly and ensure a positive experience throughout their visit Use active listening to gather important medical information and triage inquiries, directing more complex questions to the medical team Demonstrate empathy in all interactions, especially when dealing with upset or emotional clients, while maintaining a calm and professional demeanor Promote current promotions and campaigns, keeping clients informed about special offers, services, and initiatives Managing Patient Information & Technology: Update client and patient records in our practice management system with accuracy and efficiency Process billing transactions, including credit card payments, digital payments, financing options, and insurance claims Maintain organized records of client communications and appointments to streamline operations Support the Medical Team & Practice Operations Provide clients with accurate post-visit instructions, including medication schedules and follow-up care Help maintain a clean, organized reception area and assist with daily practice operations as needed Inform clients about the services offered, preventive care options, and how they can conveniently book appointments online or shop for pet products through our online store Qualifications: High school diploma or equivalent work experience required Excellent communication skills and a strong desire to provide compassionate, client-focused service Prior customer service experience, preferably in a veterinary or healthcare setting Basic proficiency with technology, including scheduling software and online communication platforms Strong organizational skills and the ability to handle multiple tasks efficiently, even during busy periods. Working Conditions: Must be able to work in a fast-paced, dynamic environment. Occasional lifting up to 40 pounds independently and physical tasks may be required Here's what you can expect when you join our team: Tailored development programs, mentorship, and career pathing to help you achieve your unique goals. Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being. Health, dental, vision, life insurance, and mental health resources to support your overall well-being. Generous paid time off and holidays, because your personal time matters. A supportive, collaborative environment where everyone feels a sense of belonging. Please note: Any Benefits listed above apply to full-time employees. At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve. At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities. Here's what you can expect when you join our team: Tailored development programs, mentorship, and career pathing to help you achieve your unique goals. Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being. Health, dental, vision, life insurance, and mental health resources to support your overall well-being. Generous paid time off and holidays, because your personal time matters. A supportive, collaborative environment where everyone feels a sense of belonging. Please note: Any Benefits listed above apply to full-time employees. At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.

Customer Service Representative Reports To: Supervisor Department: Branch Operations, Processing Operations Rate of Pay: $20.00 per hour Pay Grade: Part Time (up to 20 hours per week) FLSA Status: Non-exempt Purpose: Works under general supervision of a supervisor to perform technical duties in the automated processing and issuance of motor vehicle and vessel registrations and titles, licenses, and collection of fees and ad valorem (property) taxes in accordance with well-defined policies and procedures. Principal Duties and Responsibilities (*Essential Job Functions) • Process work and respond to inquiries related to new applications, renewals and transfers of motor vehicle and vessel registrations and titles* • Process work and respond to inquiries related to driver licenses and ID cards, property taxes, business tax licenses, hunting and fishing licenses, Florida birth certificates, and concealed weapons permits* • Collect and record all fees and taxes related to such issuance, applications, renewals, or transfers* • Enter changes in ownership, assessed value, exemptions, and related information to property tax rolls* • Interpret rules, regulations, statutes, and policies of the departments and agencies governing the transactions being completed* • Generate and maintain accurate correspondence, files, and reports* • May administer driving tests Job Specifications (including knowledge, skills, abilities, and physical requirements) • Knowledge of Tax Collector policies, procedures, and documentation • Knowledge of customer service practices • Oral and written communication skills • Excellent attention to detail • Skilled in examining documents for accuracy • Skilled in cashiering and money handling • Skilled in the use of agency or state databases such as FRVIS, ORION, Property Tax, or Business Tax • Ability to use a computer, keyboard and general office software and equipment • Ability to evaluate customer information to determine course of action • Ability to work effectively with others • Ability to perform accurate computations and verifications of data • Ability to enter data in various computer systems accurately • Ability to ride in or operate a motor vehicle up to 15% of the time (when administering driving tests) • Work requires regular and reliable attendance • Work is typically sedentary but requires standing or walking up to 50% of the time • Some tasks may involve reaching, pulling, pushing, climbing, kneeling, bending or lifting (up to 10 lbs.) Working Conditions • Work is generally performed in an indoor office environment without hazardous or unpleasant conditions caused by noise, dust, or adverse weather or environmental conditions. When administering driving tests, work is performed outside with potential for exposure to adverse weather and environmental conditions including but not limited to dirt, dust, pollen, odors, fumes, humidity, rain, and temperature and noise extremes. Requirements Qualifications • HS/GED and one year of customer service experience involving contact with the public. • A passing score on pre-employment test(s); and • Possession of a valid Florida Driver License. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees in this position. 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 nor does it represent all that may be required of a job incumbent during the course of employment with the Hillsborough County Tax Collector's Office. Salary Description $20.00 per hour

Banko Overhead Doors is searching for a friendly and highly analytical and sales success driven Customer Success Specialist to join our customer care team. In this role, you will answer customer queries and resolve issues via appropriate channels, maintain knowledge of our products and services, obtain customer feedback, provide training to new hires and support the department management and lead roles. A top-notch Customer Success Specialist will demonstrate excellent time management skills and be passionate about customer service and self-improvement. Ideal candidates should be great brand ambassadors who are willing to go the extra mile to ensure customer satisfaction. Customer Success Specialist Responsibilities: Promptly responding to customer queries via email, phone and in-person channels. Immediately escalating serious complaints or issues that you are not equipped to deal with. Liaising with colleagues or managers to find the best solutions to customers issues. Identifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible. Maintaining a polite, empathetic, helpful, and professional manner at all times. Obtaining and sharing customer feedback with colleagues and other departments so that products and services can be improved. Familiarizing yourself with new products and services as they are introduced. Attending meetings as required. Providing training to new customer service agents. Respecting client confidentiality at all times. Customer Success Specialist Requirements: High school diploma or GED. Bachelors degree in business, communications, or a related field may be advantageous. Practical experience with help desktop software (i.e. Microsoft Suite), and CRM software. Previous experience in a customer service role is preferred. The ability to respond appropriately under pressure. Sound judgment and excellent problem-solving skills. The ability to speak a second language may be advantageous. A positive attitude and the ability to build relationships with clients. The flexibility to work irregular hours, when required. (specific role hours 10am-7pm) Superb written and verbal communication skills. It is the policy of Banko Overhead Doors 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, Banko Overhead Doors will provide reasonable accommodations for qualified individuals with disabilities. {Show Up for Banko & Banko Will Show Up for You We strive to provide long-standing partnerships with our customers. To do that requires our team members to be present and on the ready according to their schedules. We require all team members to show up for work with minimal call-outs based on our attendance policy. } Compensation details: 21-22 Hourly Wage PI35109138ea1a-31181-38847255

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

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. 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. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to identify and support local community events in our market. Work with the agent to help manage the website and social media content. As an Agent Team Member, you will receive... Simple IRA Group Life Insurance Benefits Salary plus commission/bonus Commission plus bonus Growth potential/Opportunity for advancement within my agency Requirements Excellent interpersonal skills Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams People-oriented Self-motivated Proactive in problem solving Experience in a variety of computer applications, particularly Windows Pride in getting work done accurately and timely Ability to work in a team environment Bilingual - Spanish preferred If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable 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.

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