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Customer Service Representative
Circle Logistics, Inc.
Finance service representative job in Orlando, FL
Are you looking for a CAREER you can be passionate about instead of just a job? Do you want more out of life than just the status quo? Do you want to be a part of a thriving company in a growing industry? If the answer is YES, then we want you on our Circle Logistics Team!
Why Join Circle:
We believe in working hard and playing hard here at Circle. Therefore, we provide a pay package & benefits to our team members. All so you can perform at the highest level, prosper, and enjoy life. Every day you come into work, you are entering a competitive and engaging work environment. We recognize what you give to make that happen. That is why we recognize those who go the extra mile and celebrate our victories as a team.
What We Are Looking For:
As a team we are looking for driven people who have GRIT, TENACITY & A DESIRE TO WIN!
As a Customer ServiceRepresentative, you will work in a fast-paced environment, coordinating our day-to-day shipments, supporting the efforts of our office by providing visibility, and maintaining accurate documentation for all loads. The key responsibilities of this role are to provide clear and concise communication, troubleshoot customer concerns, and to proactively monitor the movement of freight to ensure customer satisfaction.
Responsibilities:
Enter new load orders into our proprietary web-based software
Initiate “check calls” to track and trace drivers on all pickups and deliveries
Communicate correspondence with drivers to ensure accurate documentation
Closely monitor freight via multiple detailed websites to ensure accurate delivery times and to notify customers of potential delays
Maintain and collect proper paperwork for each shipment
Work cooperatively with Sales and Dispatch to provide solutions for customers' needs and resolve issues
Maintain an outbound call volume of 100 calls per day
Skills/Abilities:
1-3 years of work experience in customer service, operations, data entry, call center, dispatch, or logistics
Must have strong attention to detail
Ability to prioritize, balance, and organize information while completing multiple tasks.
Above-average proficiency in Google Drive and Microsoft Suite
Excellent written and verbal communication skills
Excellent teamwork skills
Education and Experience:
High school diploma or equivalent required
Associate's degree preferred
Call center experience is a bonus
Benefits:
$17-$18 an hour
Full-time: 40 hours per week
Weekday and Weekend schedules available
On-site training and career development
Paid holidays and paid time off
Insurance benefits, including but not limited to: Health, vision, dental, life, and disability
401(k) Plan
Check out our Orlando Office HERE
Who We Are:
Circle Logistics is a 3rd party logistics firm focused on delivering our three core promises to our customers:
No Fail Service, Personalized Communication, and Innovative Solutions.
We leverage our technology, industry experience, and employee ingenuity to develop industry-leading transportation solutions. We have been in business for 10 plus years and have grown into a half a Billion dollar company, from starting out as just a handful of people with Entrepreneurial Spirit as their foundation . Our story is one of resiliency and innovation that has led us to grow to over 500 employees in a booming transportation industry, that never takes a night off.
$17-18 hourly 3d ago
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Relationship Banker - Orlando North Market
Bank of America 4.7
Finance service representative job in Lake Mary, FL
Deltona, Florida;Orange City, Florida; Sanford, Florida; Lake Mary, Florida
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financialservices and knowledge of financialservices industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-37k yearly est. 5d ago
Public Entity Financial Services Sales
Primelending 4.4
Finance service representative job in Orlando, FL
HilltopSecurities is looking to hire a Public Entity FinanceServices Sales Representative for our Public Finance team in Orlando, Florida. The Public Entity FinanceServices Sales Representative is responsible for distribution of our suite of Asset Management products and other company services to cities, school districts, counties, and other government entities. The representative will solicit participation from prospective entities and increase participation from current government clients within a specific assigned geographical territory.
Bachelor's degree or equivalent work experience
FINRA License Series 7 is REQUIRED. Series 66 is highly desired or able to obtain within 90 days of hire
Demonstrated success in financialservices/products sales
Experience in working a specific sales territory with travel involved
Knowledge and sales experience in banking, financialservices or fixed income investments is strongly desired
Accustomed to working in a fast-paced, team-oriented environment and have the ability to prioritize multiple tasks while meeting deadlines
Must be able to meet production quotas with minimal supervision
Strong communications skills, both oral (including presenting to groups) and written and effective interpersonal skills and organization
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); knowledge of Salesforce is a plus but not required
Sells products by personal visit and phone calling program along with presentations or attendance at prospective clients governing board meetings when requested (occasional participation at school board or city council meetings may be outside of traditional work hours),
Maintaining relationships with existing clients to retain and grow their business with the firm
Representing the department at participant organization conferences by staffing exhibit booth and attending other conference events.
Travel to meet with prospective and existing participants - at least 50% of the time; much of it will be day travel. Overnight travel is also required when seeing out of town clients or attending conferences (typically 4-8 nights per month)
Working with prospective clients to obtain enrollment documents to participate in the investment pools or other HTS products
Working with existing clients to expand their participation in the investment pools or other HTS products
Utilize a combined focus of phone and email activities along with in person/virtual visits and conferences to meet or exceed established sales goals, quotas, targets, and objectives.
Prepare weekly status reports for their territory for Department Manager
File personal expense reports
Other functions as needed.
$75k-151k yearly est. Auto-Apply 23d ago
Part Time (30 Hours) Associate Banker - New Build - Corner Lakes - Orlando, FL
JPMC
Finance service representative job in Orlando, FL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$73k-144k yearly est. Auto-Apply 4d ago
Part Time (20 Hours) Associate Banker - New Build - Corner Lakes - Orlando, FL
Jpmorgan Chase 4.8
Finance service representative job in Orlando, FL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$32k-77k yearly est. 2d ago
Associate Banker
Midflorida Credit Union 4.1
Finance service representative job in Winter Park, FL
Emerging Professional Development Program - Build Your Career at MIDFLORIDA!
Why have a job when you can build a career? We are proud to be defined by the excellent service and convenience offered to our members, as well as our diverse workforce and company culture. There are many reasons to work for MIDFLORIDA, which is probably why we were voted one of Florida Trend's "Best Places To Work." MIDFLORIDA offers a positive team culture, an open door management style, a commitment to diversity, stability, competitive benefits, and a career path with a growing, successful company! Join us on our mission to improve the financial well-being of our members!
Why Choose MIDFLORIDA?
Award-Winning Culture: Voted one of Florida Trend's "Best Places to Work," we're known for our positive team culture, open-door management style, commitment to diversity, and career advancement opportunities.
Stability & Growth: Work for a stable, growing organization with endless career paths and opportunities for personal and professional development.
Competitive Benefits: Enjoy a comprehensive benefits package, including health, dental, and vision insurance, paid time off, tuition assistance, 401(k) with employer matching, and more!
Career Path: Join our Emerging Professional Development Program and gain the skills, mentorship, and hands-on experience you need to thrive in a leadership role.
Position Overview:
The Associate will gain hands-on experience in various branch operations and core departments, learning the full range of deposit and loan products. Through structured training and rotations, you will develop an in-depth understanding of the key aspects of operations while working directly with our management team to hone your leadership skills.
Key Responsibilities:
Gain in-depth knowledge of branch operations and core department functions.
Assist with member services, loan processing, and retail banking functions.
Participate in training and professional development activities.
Complete assignments and projects as part of your development in key areas of the business.
The Emerging Professional Development Program:
This program is designed to develop the next generation of leaders at MIDFLORIDA. As an Associate, you will gain valuable mentorship from senior managers, participate in classroom training, and develop practical skills through real-world experience in one of these tracks:
Branch Retail
Consumer Lending
Finance
Qualifications
Qualifications include:
A Bachelor's Degree from an accredited institution
Strong analytical, communication, and time management skills
Ability to work both independently and in a collaborative team environment
Leadership experience in personal, academic, or professional settings
Flexibility to work various shifts, including Monday through Friday (7:00AM-7:00PM) and Saturdays (8:00AM-1PM)
Ability to commute to Lakeland, Florida during the program
Willingness to relocate within Florida after successful completion of the program (relocation assistance may be available)
MIDFLORIDA Perks:
Stability
Opportunity for growth
Paid time off and paid holidays
Tuition assistance after 6 months of service
401K Plan with employer matching
Health, Dental, and Vision Insurance - Generous and affordable plans for employee and family
Employee Assistance Program- No waiting period to access benefit
Salary and Bonuses - Bonus programs and annual appraisals with salary increase opportunities
Ready to Build Your Career? Apply Today!
Joining MIDFLORIDA means more than just having a job; it's the start of a fulfilling career with endless growth potential. Be part of our mission to enhance the financial well-being of our members. Apply now to join the Emerging Professional Development Program and take your career to the next level!
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
$59k-68k yearly est. 21d ago
Automotive Finance Representative
Automotive Services Network 3.4
Finance service representative job in Winter Park, FL
Automotive FinanceRepresentative - Holler Classic
Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a FinanceRepresentative a position
Holler-Classic Family of Dealerships, an
Automotive News
Top 150 dealership group with 12 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales.
Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Automotive FinanceRepresentative Essential Duties and Responsibilities include the following:
Arrange bank financing
Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs
Provide customers with thorough explanation of contract, aftermarket products and extended warranties
Establish and maintain strong working relationships with several financial sources, including the manufacturer
Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations
Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner
Provides customer with complete explanation of manufacturer and dealership services procedures and policies
Minimum Qualifications:
College degree is preferred
Active Florida notary or ability to obtain
Strong background in retail sales or hospitality, automotive finance experience a plus
Experience offering various financial products preferred
Strong CSI scores
Strong history of selling AMO (After Market Options)
Reliable Transportation
Valid driver s license with acceptable driving record
Acceptable background and drug screening
Supervisory Responsibilities:
None
Job Type:
Full-Time
Benefits:
401(k) & 401(k) Matching
Employee Assistance Program
Health Insurance
Dental Insurance
Vison Insurance
Life Insurance
Flexible Spending Account
Paid Time Off After 6 months
Referral Program
Associate Discount Program
Schedule:
Ability to work a flexible schedule
Pay:
Pay will be discussed during the interview
Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process. ********************************************************************************************
$40k-68k yearly est. 60d+ ago
Swim School Poolside Customer Service
British Swim School 4.1
Finance service representative job in Orlando, FL
Benefits:
Flexible schedule
Opportunity for advancement
Training & development
Deck Ambassador/ Customer Experience (Part-Time) Pay: $14/hour Hours: Up to 30 hours per week (afternoons, evenings, weekends)
About British Swim School - Lake Nona:
At British Swim School, we teach more than just swim lessons-we save lives. As we open our new Lake Nona location, we are building a team of energetic, customer-focused professionals who are passionate about children's safety and creating a positive environment for families. Our Deck Ambassador is a vital part of that mission.
Position Summary:
As a Deck Ambassador, you will act as the on-deck leader during swim lessons-supporting instructors, assisting families, and ensuring the pool deck operates smoothly and safely. You'll be a friendly, proactive presence who keeps communication flowing and supports the team's success. This role is ideal for someone who is organized, proactive, and excited to be part of a life-saving mission.
Key Responsibilities:
🏊 ♂️ Pool Deck Operations
Greet and check in swimmers and families with a positive attitude
Maintain safety and flow of student transitions on the deck
Provide support to families when needed
Ensure all pool safety procedures are followed at all times
📣 Communication & Customer Engagement
Act as the liaison between parents, instructors, and the front desk
Deliver lesson progress notes or updates to families as directed
Answer basic questions about schedules, levels, or program policies
Help manage on-deck challenges, such as nervous swimmers or late arrivals
🧼 Cleanliness & Facility Upkeep
Perform routine cleaning and stocking of bathrooms and showers throughout shift
Monitor cleanliness and safety of parent viewing areas and pool deck
Refill soap, paper towels, and toilet paper as needed
Take out trash and report any maintenance concerns to management
Ensure all public areas are neat and presentable at all times
Qualifications:
Friendly, professional, and enthusiastic-especially around children and families
Able to stand, walk, and remain on deck in a warm, humid environment for extended periods
Detail-oriented and able to manage multiple tasks at once
Comfortable cleaning and restocking restrooms/showers as part of shift
Previous customer service or early childhood experience preferred
CPR/First Aid certified or willing to become certified (training provided)
Must be available for weekday evenings and at least one weekend shift
What We Offer:
$14/hour pay
Up to 30 hours/week with flexible scheduling
Supportive, mission-driven team culture
Paid training and growth opportunities
How to Apply:
Submit your resume and a quick note about why you'd be a great fit as a Deck Ambassador at British Swim School Lake Nona! Compensation: $14.00 per hour
Working at British Swim School is more than just a job; it's a chance to create a lasting impact that could change a child's life.
As part of the British Swim School Team, you play a role in your local community, empowering others and sharing your passion. It's a chance to be part of a fun-loving team of dedicated people who are committed to promoting water safety and a lifelong love of the water.
While we teach swimming to people of all ages and abilities, most of our students are preschool and elementary-aged kids. Our instructors should like working with this age group and be good at making parents feel comfortable. It's helpful if you have experience with children or in a child-focused job, but it's not required if you can show the right attitude. The job comes with specialized training in our advanced and unique British Swim School approach.
We also have exciting opportunities with our Customer Service Team, even if you're not in the pool. These are the people committed to providing the best service in the industry. In these roles, you might talk to parents on the phone or by the pool. Wherever you are, the aim is to make everyone feel like part of the British Swim School Family as we focus on ensuring the “Survival of the Littlest.”
Each franchise location is independently owned and operated by a franchisee (franchise owner). Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to British Swim School Corporate.
$14 hourly Auto-Apply 60d+ ago
Registered Representative - State Farm Agent Team Member
Amanda Chase Koenig-State Farm Agent
Finance service representative job in Winter Park, FL
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Company parties
Dental insurance
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Vision insurance
Licensed FinancialServices Associate (Series 6)
Winter Park, FL | Full-Time | In-Office
Join a top 2% nationally ranked agency and build your career alongside one of the best in the business. Our high-performing Winter Park office is hiring a Licensed FinancialServices Associate (with a Series 6 license) to guide clients with exceptional service, proactive support, and clear, confident educationinside a fast-moving, high-standard environment. Here, excellence isnt the goalits the baseline. Youll help clients strengthen their financial foundation, protect what theyre building, and move closer to the dreams and goals that matter most.
What Youll Do
Support and service existing clients with account questions, updates, and ongoing financial needs.
Educate clients on common gaps in their financial plan (based on goals/life changes) and connect them with appropriate solutions.
Assist with client relationships, follow-ups, documentation, and keeping records accurate and compliant.
Collaborate closely with the agent to deliver a smooth, professional client experience from start to finish.
Retirement, Investment, and Education planning
Open new accounts and expand our client base
Build long-term client relationships through proactive communication and high-touch service.
What Were Looking For
Active Series 6 license (required).
At least 1 year of experience in financialservices and/or insurance after obtaining your Series 6 (required for interview consideration).
Background in insurance and/or financialservices.
Clear communicator with a service-first mindset and strong attention to detail.
Organized, motivated, and ready to thrive in a high-performance office.
What Youll Get
Competitive base pay + commissions.
Mentorship from a top, nationally ranked agent.
Bonuses tied to personal and team success in a top-tier environment.
Paid time off, continuing education support, and growth opportunities.
Health insurance, vision and dental insurance
401(k) with company match
Working in a country-wide recognized, high-performing office.
Schedule: MondayFriday, business hours.
$35k-64k yearly est. 5d ago
Automotive Finance Representative
Driver's Mart
Finance service representative job in Winter Park, FL
Automotive FinanceRepresentative - Holler Classic Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a FinanceRepresentative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 12 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales.
Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Automotive FinanceRepresentative Essential Duties and Responsibilities include the following:
* Arrange bank financing
* Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs
* Provide customers with thorough explanation of contract, aftermarket products and extended warranties
* Establish and maintain strong working relationships with several financial sources, including the manufacturer
* Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations
* Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner
* Provides customer with complete explanation of manufacturer and dealership services procedures and policies
Minimum Qualifications:
* College degree is preferred
* Active Florida notary or ability to obtain
* Strong background in retail sales or hospitality, automotive finance experience a plus
* Experience offering various financial products preferred
* Strong CSI scores
* Strong history of selling AMO (After Market Options)
* Reliable Transportation
* Valid drivers license with acceptable driving record
* Acceptable background and drug screening
Supervisory Responsibilities:
* None
Job Type:
* Full-Time
Benefits:
* 401(k) & 401(k) Matching
* Employee Assistance Program
* Health Insurance
* Dental Insurance
* Vison Insurance
* Life Insurance
* Flexible Spending Account
* Paid Time Off After 6 months
* Referral Program
* Associate Discount Program
Schedule:
* Ability to work a flexible schedule
Pay:
* Pay will be discussed during the interview
Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process.
$28k-52k yearly est. 60d+ ago
MEMBER SERVICES REPRESENTATIVE I (Deland)
Launch Credit Union 3.8
Finance service representative job in DeLand, FL
The Member ServicesRepresentative I (MSR I) is responsible for providing exceptional service to members and assisting them with various types of transactions, examining checks, referring credit union products and services, and balancing their cash drawer each day. MSR Is interact with members face-to-face in a fast-paced environment and are responsible for meeting their initial requests. MSR Is must be proactive in referring Launch Credit Union products/services to every member to enhance their financial wellbeing. MSR ls are also responsible for following all safety and compliance procedures to protect the assets of the Launch Credit Union and its members, communicating effectively, and promptly resolving member concerns.
Primary Responsibilities and Duties
Processes a variety of transactions (i.e., deposits, withdrawals, transfers, loan payments, check cashing, buys, and sells cash, etc.).
Examines checks for validity and processes them through the check scanning system. Determines and places applicable holds on checks in accordance with Reg. CC. Reviews alerts placed on member records and responds accordingly.
Balances cash drawer and checks daily. Accurately accounts for all cash and monetary instruments. Follows and completes all cash handling and balancing procedures.
Verifies the member's identity and communicates with members according to service standards.
Educates members on credit union products and services. Identifies member needs for additional products/services and refers them to appropriate branch representatives and/or business partner if applicable.
Meets production goals.
Resolves member issues promptly and professionally.
Maintains the highest level of confidentiality with all information obtained.
Monitors the member-tracking system and assists members in a timely manner.
Contacts Member Solutions regarding member payments when applicable.
Follows and ensures compliance with all operational procedures that are required to maintain
accuracy, manage risk, prevent fraud, and protect members.
Issues replacement debit and credit cards.
Completes the branch End of Day sheet with checks, cash, and TCR totals.
Other Responsibilities and Duties
Assists other MSR Is as needed.
Scans documents into the document retention system as needed.
Processes check orders.
Sorts the daily work for the branch.
Checks email for updates.
Processes and balances the ATM and posts night drop transactions.
May assist with preparing cash/coin shipments for pick up from the cash courier service.
May assist members with their Safe Deposit Boxes.
Follows all Launch Credit Union policies and procedures.
Completes compliance training assignments in a timely manner.
Attends meetings and training sessions as required.
Performs other duties as assigned.
Qualifications
Education, Experience, and Skills Required
A minimum of one year of similar or related experience.
A minimum of one year of sales experience and/or identifying member/customer needs.
A high school diploma or GED.
Ability and willingness to identify member needs and make appropriate product/service recommendations to meet those needs.
Good interpersonal skills, including displaying courtesy, tact, and diplomacy during personal contact with others inside and/or outside of the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Strong written, verbal, communication skills.
Good mathematical skills and accurate cash handling skills.
Must be proficient in the use of computers with a demonstrated ability to quickly learn software applications, multiple programs, and systems.
Must be knowledgeable or have a demonstrated ability to quickly learn and understand the applicable regulations (i.e., Reg D, CC, BSA, TISA, etc.).
Ability to work under pressure in a fast-paced environment.
Good judgment, decision making, and problem-solving skills.
Launch Credit Union is an Equal Opportunity Employer, including protected veterans and individuals with disabilities.
$24k-31k yearly est. 21d ago
Financial Representative
Orlando 4.0
Finance service representative job in Orlando, FL
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
$30k-36k yearly est. 60d+ ago
Small Business Banker- Orlando, FL
Southstate Bank
Finance service representative job in Orlando, FL
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Small Business Banker is an integral part of the Consumer and Small Business Banking Team and works within the Retail Area Management team to serve the needs of the small businesses in his/her market. This position is responsible for serving existing and prospective small business relationships (business and personal banking needs) by originating loans, gathering deposits and cross-selling bank products to small business customers.
ESSENTIAL FUNCTIONS
Enthusiastically conducts prospecting and business development activities in the community to seek small business loan, deposit and banking service opportunities while maintaining World Class Service to existing Small Business Relationships.
Builds relationships with prospects and existing customers through on-site and off-site meetings and outbound calling.
Develops and utilizes COI network to enhance the Bank's image and reputation in the marketplace and generate new business
Focuses solely on those customers and prospects who fit Business Lending Express Group (BLE) eligibility, generally operating companies with Gross Annual Revenues up to $5,000,000.
Develops and maintains strong professional and referral relationships with other line of business partners to maintain a strong understanding of all products and services available to our customers.
Interviews prospective applicants, collects and reviews application and financial data to determine the general creditworthiness of the prospect and the merits of the specific loan request.
Act as a liaison between the Small Business underwriting and processing team(s) and the client, efficiently gathering the answers to questions and collecting any additional documentation required.
Advises customers, where possible, concerning business management and financial matters.
Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities.
Maintains loan and deposit portfolio of clients, manages all reaffirmations and loan renewals within the portfolio that are BLE eligible.
Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, and all State and Federal regulations.
Continuously updates skills by participating in professional training.
Seeks opportunities to improve skills through training offered by the Bank.
Performs other specifically assigned duties as directed by management.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
Requires a strong sense of urgency, initiative, and drive to complete tasks correctly, with emphasis on working with and through people in the process.
Must be able to work at a faster than average pace and able to multi-task.
Must be a self-starter and able to work independently.
Must be able to make sound decisions, can recognize potential problems and take corrective action.
Must be able to maintain confidentiality of customer and employee information.
Must be well-organized, accurate, and attentive to detail.
Qualifications, Education, and Certification Requirements
Education: Bachelor's Degree in business or finance is recommended, or equivalent work experience in related field.
Experience: 5+ years of banking and lending experience required
Knowledge: Extensive knowledge of Bank products, services, procedures, and practices. Strong knowledge of personal computers and Microsoft Office. Basic knowledge of bank operating systems.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
WORK ENVIRONMENT
This position is assigned to a private office but is expected to regularly work outside the office for customer meetings and community events. The position is located inside a cooled and heated facility.
TRAVEL
Yes. Must be willing to travel for meetings and classes.
Work Location: 20 N Orange Ave, Suite 1303 Orlando, Florida 32801
Equal Opportunity Employer, including disabled/veterans.
$43k-78k yearly est. Auto-Apply 36d ago
Small Business Banker- Orlando, FL
South State Bank
Finance service representative job in Orlando, FL
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Small Business Banker is an integral part of the Consumer and Small Business Banking Team and works within the Retail Area Management team to serve the needs of the small businesses in his/her market. This position is responsible for serving existing and prospective small business relationships (business and personal banking needs) by originating loans, gathering deposits and cross-selling bank products to small business customers.
ESSENTIAL FUNCTIONS
* Enthusiastically conducts prospecting and business development activities in the community to seek small business loan, deposit and banking service opportunities while maintaining World Class Service to existing Small Business Relationships.
* Builds relationships with prospects and existing customers through on-site and off-site meetings and outbound calling.
* Develops and utilizes COI network to enhance the Bank's image and reputation in the marketplace and generate new business
* Focuses solely on those customers and prospects who fit Business Lending Express Group (BLE) eligibility, generally operating companies with Gross Annual Revenues up to $5,000,000.
* Develops and maintains strong professional and referral relationships with other line of business partners to maintain a strong understanding of all products and services available to our customers.
* Interviews prospective applicants, collects and reviews application and financial data to determine the general creditworthiness of the prospect and the merits of the specific loan request.
* Act as a liaison between the Small Business underwriting and processing team(s) and the client, efficiently gathering the answers to questions and collecting any additional documentation required.
* Advises customers, where possible, concerning business management and financial matters.
* Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities.
* Maintains loan and deposit portfolio of clients, manages all reaffirmations and loan renewals within the portfolio that are BLE eligible.
* Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, and all State and Federal regulations.
* Continuously updates skills by participating in professional training.
* Seeks opportunities to improve skills through training offered by the Bank.
* Performs other specifically assigned duties as directed by management.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
* Requires a strong sense of urgency, initiative, and drive to complete tasks correctly, with emphasis on working with and through people in the process.
* Must be able to work at a faster than average pace and able to multi-task.
* Must be a self-starter and able to work independently.
* Must be able to make sound decisions, can recognize potential problems and take corrective action.
* Must be able to maintain confidentiality of customer and employee information.
* Must be well-organized, accurate, and attentive to detail.
Qualifications, Education, and Certification Requirements
* Education: Bachelor's Degree in business or finance is recommended, or equivalent work experience in related field.
* Experience: 5+ years of banking and lending experience required
* Knowledge: Extensive knowledge of Bank products, services, procedures, and practices. Strong knowledge of personal computers and Microsoft Office. Basic knowledge of bank operating systems.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
WORK ENVIRONMENT
This position is assigned to a private office but is expected to regularly work outside the office for customer meetings and community events. The position is located inside a cooled and heated facility.
TRAVEL
Yes. Must be willing to travel for meetings and classes.
Work Location: 20 N Orange Ave, Suite 1303 Orlando, Florida 32801
Equal Opportunity Employer, including disabled/veterans.
$43k-78k yearly est. 39d ago
Financial Advisory Services (FAS) Specialist
State Employees' Credit Union 3.8
Finance service representative job in Sanford, FL
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Purpose
Financial Advisory Services Specialist with an investment/trust/estate planning focus is responsible for providing exemplary member service and helping members obtain life insurance policies, annuities, investment accounts, and identify their estate planning needs as appropriate based on the members' financial goals and objectives, through branch, telephone and/or digital delivery channels. Specialists also work to engage member-facing employees on general financial advisory topics to support the referral process.
Performance Expectations and Essential Responsibilities*
Develop or increase proficiency in meeting members' needs in the areas of life insurance, investments, trust services, estate planning and retirement planning. This includes explaining products and services, writing policies, opening new accounts and setting Estate Planning Essentials appointments or making an outside attorney referral.
Develops a good understanding of all FAS solutions to coordinate and engage with other specialists as needed obtain assistance with complex scenarios and ensure member needs are being met holistically.
Effectively works referrals to ensure members are connected with a qualified FAS employee.
Frequently communicates with management about activities and results within assigned area.
Develops a strong understanding of each platform's products, services, policies, requirements and open new accounts / place new business effectively in light of those requirements.
Must develop a strong understanding and be able to navigate effectively in SECU operational systems, life insurance software, NetX 360, Envestnet and new systems as introduced in the future.
Utilize SECU technology, marketing campaigns, lead platforms, referrals and/or member branch visits to achieve daily activity levels that align with insurance productivity benchmarks as communicated by management.
Comply with all Credit Union policies and regulatory requirements.
Ensure all member information remains confidential and members' accounts are accessed for business purposes only.
Follow all security and control procedures.
Greet and assist members in a courteous, professional, and timely manner through all service channels - in-person, phone, and digital communication.
Actively work with mentor and management team to strengthen proficiency in member service delivery.
Ensure that proper identification of members is taking place and all actions are compliant with SECU's Member Information Security Procedure (MISP).
Willing to assist in other areas of the operation as needed.
Professionally interact with other departments to facilitate member requests.
Must maintain acceptable performance level based on Key Performance Indicators (KPI's) and achieve and maintain standards as directed by management.
Regular attendance and punctuality are mandatory.
Soft skills and call quality must be maintained at an acceptable level.
Specialists in the FAS Contact Center must develop a strong understanding of CXOne platform and be available in member-facing phone skill sets as determined by management.
Maintain a current and comprehensive knowledge of credit union products and services and possess an ability to provide quality referrals.
Exhibit a positive attitude toward members and teammates while maintaining professional appearance and demeanor.
Complete all required quarterly training courses, continuing education & other training assigned by management.
Have completed, or complete promptly upon hiring, all of the following courses of the SECU Module Program with passing score on the corresponding examinations:
Member Eligibility
Money Market Share Accounts (MMSA)
NCUA Coverage
SECU Online Services
SECU Policies Overview
Share Accounts
Tax-Advantaged Accounts
We Are SECU!
Account Research in OnBase
Account Titling & Designations
Estate Basics
Financial Advisory Services (FAS) Overview
Life Stage
MARGO Platform
MARGO Teller
Member Identification
Relationship Manager
SECU's Member Facing Websites
Share Term Certificates
U.S. Savings Bonds
Minimum Requirements
Must have four-year degree in financial planning, finance, wealth management, math or a related field. Existing licenses, designations, experience, or coursework in investments, trust and estate planning, wealth management or a related area (in addition to a high school diploma or GED) may be considered in lieu of the degree requirement.
If unlicensed or partially licensed at the time of hire, must obtain the following within 6 months of registration with FINRA:
Life insurance license
Investment licenses (SIE/Series 6/63/65 OR SIE/Series 7/66)
If hired primarily to be a trust representative, in lieu of investment licenses, must have:
Life insurance license
ATFA (Accredited Trust Fiduciary Advisor) certification or be eligible to quickly obtain.
Some experience as a licensed Insurance, Investment, or Trust Representative is preferred.
Some experience in the credit union or financialservices industry is preferred.
Must maintain all required licenses after obtaining them and satisfy all continuing education requirements.
Ability to work independently and as part of a team.
Must develop and demonstrate excellent critical thinking skills, problem-solving skills, and good judgment.
Must demonstrate excellent written and verbal communication skills.
Must be self-motivated.
Must possess an aptitude for meeting people, developing member confidence, respect of members and co-workers, trust in Credit Union.
Must be able to quickly adapt to changes in daily work based on immediate needs.
Must have strong multi-tasking and organizational skills.
Be discreet in performance of duties and hold information about member accounts in strict confidence.
Work additional hours when necessary to execute responsibilities.
Must complete training, modules and education as directed by management.
Must be able to speak English fluently.
Must be able to cooperate and collaborate with co-workers.
Must be cordial in all interactions with members and co-workers.
Must be willing to engage in ongoing training and professional development.
Must adhere to the work schedule and attendance policy established by manager.
Travel for training may be required. Must possess vehicle and valid driver's license.
Job Environment
Office setting with physical proximity to other employees.
Some background noise from other employees, copy machine, and telephone.
Some aspects of job will be performed at off-site premises.
Physical Demands
Must be able to comprehend and carry out verbal and written instructions.
Sits 50%, walk 25%, and stands 25% of the time.
Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.
Must be able to communicate clearly in answering members questions.
Must listen well to ascertain the services needed by each member.
Climbing stairs may be necessary in MSS Centers that are housed on more than one floor. Visual acuity is required to complete necessary documentation.
Must be able to lift 5 pounds.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
$30k-36k yearly est. Auto-Apply 59d ago
Track and Trace/ Driver Services Representative
Circle Logistics, Inc.
Finance service representative job in Orlando, FL
Track & Trace Representative
As Track & Trace Representative, you will work in a fast-paced environment coordinating our day-to-day shipments and supporting the efforts of our office by providing visibility and maintaining accurate documentation for all loads. The key responsibilities of this role are to provide clear and concise communication, troubleshoot customer concerns, and to proactively monitor the movement of freight to ensure customer satisfaction.
Responsibilities:
Enter new load orders into our proprietary web-based software
Initiate “check calls” to track and trace drivers on all pickups and deliveries
Communicate with drivers to ensure accurate documentation
Closely monitor freight via multiple detailed websites to ensure accurate delivery times and to notify customers of potential delays
Maintain and collect proper paperwork for each shipment
Work cooperatively with Sales and Dispatch to provide solutions for customers' needs and resolve issues
Maintain an outbound call volume of 100 calls per day
Skills/Abilities:
1-3 years of work experience in customer service, operations, data entry, call center, dispatch, or logistics
Must have strong attention to detail
Ability to prioritize, balance, and organize information while completing multiple tasks.
Above-average proficiency in Google Drive and Microsoft Suite
Excellent written and verbal communication skills
Excellent teamwork skills
Education and Experience:
High school diploma or equivalent required
Associate's degree preferred
Call center experience is a bonus
Benefits:
$17 -$18 per hour
Full-time: 40 hours per week
On-site training and career development
Paid holidays and paid time off
Insurance benefits, including but not limited to: Health, vision, dental, life, and disability
401(k) Plan
$17-18 hourly 2d ago
Relationship Banker - Orlando North Market
Bank of America 4.7
Finance service representative job in Deltona, FL
Deltona, Florida;Orange City, Florida; Sanford, Florida; Lake Mary, Florida
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financialservices and knowledge of financialservices industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-37k yearly est. 5d ago
Part Time Associate Banker Orlando Kissimmee North (30 Hours)
Jpmorgan Chase 4.8
Finance service representative job in Orlando, FL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Finance service representative job in Daytona Beach Shores, FL
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financialservices, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$33k-69k yearly est. Auto-Apply 60d+ ago
Relationship Banker - Orlando North Market
Bank of America 4.7
Finance service representative job in Sanford, FL
Deltona, Florida;Orange City, Florida; Sanford, Florida; Lake Mary, Florida
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financialservices and knowledge of financialservices industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-37k yearly est. 5d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Port Orange, FL?
The average finance service representative in Port Orange, FL earns between $21,000 and $47,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Port Orange, FL