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  • Customer Service Representative! $19/hr

    Foundever

    Finance service representative job in Deltona, FL

    Bilingual Spanish/ English Customer Service Representative Te gusta ayudar a los demás? Eres fluido en inglés y español? Join our dynamic team at Foundever in DeLand, FL, where every interaction is an opportunity to make a difference! We are seeking passionate individuals to join us on-site at our office located at 1398 S Woodland Blvd, DeLand, FL 32720. Please note that candidates must reside within commuting distance to our office. About Foundever Foundever is a global leader in the customer experience (CX) industry. With 150,000 associates across the globe, we're the team behind the best experiences for +800 of the world's leading and digital-first brands. Our innovative CX solutions, technology and expertise are designed to support operational needs for our clients and deliver a seamless experience to customers in the moments that matter. Job Overview As a Bilingual Spanish/ English Customer Service Representative at Foundever, you will play a vital role in supporting one of the largest insurance and banking providers in the U.S. You will assist customers with their entry-level banking and financial needs while contributing to a team-centric environment. We believe in investing in our people, which is reflected in our robust paid training program and numerous growth opportunities. Notably, 84% of our managers have been promoted from within. Why You Should Join Us Competitive Pay: Starting at $19/hour, with paid training at $15/hour. Work Schedule: Minimum 40 hours per week, with weekend availability as needed. Comprehensive Benefits: 401(k), medical, dental, vision, wellness programs, paid time off, and employee discounts. Growth Opportunities: Clear pathways for career advancement within the company. What We're Looking For Bilingual Proficiency: Must speak fluent English and Spanish Location: Must reside in DeLand, FL, or within commuting distance Age Requirement: Must be at least 18 years old Education: High school diploma or GED equivalent is required Experience: Preferred 6 months to 1 year of relevant work experience Availability: Must have flexible availability during operating hours Customer Service Skills: A professional attitude and strong aptitude for customer service are essential Key Skills Tech-Savvy: Proficient in navigating system tools to search for information and answers Customer Service Excellence: Demonstrated ability to deliver exceptional service consistently Reliability: Dependable and responsible, with a strong commitment to your role Critical Thinking: Capable of assessing situations and developing empathetic solutions Service Orientation: A personal drive to serve others with compassion and professionalism Organizational Skills: Strong organizational abilities to manage tasks effectively Self-Motivated Learner: Ability to independently learn and successfully pass the paid training provided by Foundever. Military Partners We proudly support military families through partnerships with Military One Source and other veteran organizations. We value the unique skills and experiences that veterans bring to our workforce. Equal Opportunity Employment (EEO) Foundever is committed to selecting, developing, and rewarding the best person for the job based on the requirements of the work to be performed and without regard to race, age, color, religion, sex, creed, national origin, ancestry, citizenship, disability/handicap, marital status, protected veteran status, uniform status, sexual orientation, pregnancy, genetic information, gender identity, and expression, or any other basis protected by federal, state or local law. The Company forbids discrimination of all kinds, whether directed at Associates, applicants, vendors, customers, or visitors. This policy applies to all terms and conditions of employment, including recruitment, hiring, promotion, compensation, benefits, training, discipline, and termination. Interested in Becoming Part of Our Team? Visit us at and connect with us on Facebook , LinkedIn , and Twitter .
    $19 hourly 3d ago
  • Sales Representative

    Maxim Crane Works, LP 3.5company rating

    Finance service representative job in Orlando, FL

    Maxim Crane Works is seeking a Sales Representative in Orlando, Florida! Working independently, the Sales Representative is the primary point of contact for existing and potential customers. Also responsible for establishing, growing and maintaining customer relationships at the local level by providing seamless and consistent service to the customer. This is primarily accomplished by making regular visits to existing customer job sites, and the offices of former and potential customers. Duties and Responsibilities Makes regular visits to the job sites of existing customers. Visits offices/job sites of former and potential customers making sure they understand Maxim's capabilities and products. Establishes, grows, and maintains customer relationships at the local level by providing seamless and consistent service to the customer. Conducts/coordinates office visits, site visits, and job planning meetings with Branch Manager and/or Regional Sales and Marketing Director Prepares bids and gives technical advice on crane types and lift solutions. Advises on availability of assets by timeframe and location. Advises on crane lifting plans (3D lift planning) Resolves disputes that pertain to customer related issues. Functions as the primary liaison between the customer and Maxim Crane Performs other duties as assigned or required. What are the perks? We are proud to offer day one eligibility for medical, dental and vision plans. We also offer paid vacation, paid holidays, paid sick time, paid parental leave, and 401(k) plans with company match made every pay period. Maxim has other great offerings including life insurance, AD&D, flex and health savings accounts, wellness programs, critical illness and accident plans, and short-term and long-term disability, plus employee discounts. Additionally, we provide opportunities to expand your skillset and knowledge base. Why Maxim? Our work impacts our local communities, helping transform where people live, work and play. You'll be a part of some of the biggest, most high-profile construction sites across the country and have the opportunity to support our coast-to-coast team across 60 branches in the United States. Minimum Requirements Education: BA/BS (Business, Marketing, Finance, or related field) or equivalent combination of education and experience. Experience: Minimum of 2+ years' prior crane sales experience is required Skills/Knowledge: Moderate level understanding of the regional market, clients, and competitors Moderate level knowledge of MS Office and CRM software Advanced level customer service skills Advanced level written and verbal communication skills. Advanced level analytical and problem-solving skills Advanced level organizational skills and attention to detail Other: Current Driver's License and Maxim approved driving record must be maintained Frequent local travel is required, occasional overnight travel may also be necessary Language Skills: Must be able to read and comprehend complex instructions, short correspondence and memos and the ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to other employees of the organization Physical Demands: The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to walk, use hands to finger; handle or feel; and kneel; crouch; and talk; or hear; push and/or pull; reach; bend and/or stoop. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, peripheral vision and depth perception. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of an outside sales job. Moderate physical effort required; including sitting, standing, walking, using a keyboard, and a phone are regular actions performed in this role. Occasional exposure to the elements may occur while visiting Maxim Depots or customer job sites. Must be alert and aware while driving on company business. Maxim is an equal opportunity employer and does not discriminate against employees or applicants for employment based on their race, color, religion, creed, sex, national origin or ancestry, age, sexual orientation, disability, genetic information or veteran status, as those terms are defined under applicable laws, or any other characteristic protected by law.
    $41k-74k yearly est. 5d ago
  • In-Home Sales Representative

    Patio Enclosures By Great Day Improvements 3.6company rating

    Finance service representative job in Orlando, FL

    Patio Enclosures by Great Day Improvements - Orlando $150K-$350K+ First-Year Earnings - 100% Commission (No Cap, Ever) We don't pay you to show up. We pay you to CLOSE. Patio Enclosures by Great Day Improvements has been America's trusted name in custom sunrooms, screen rooms, patio enclosures, and pool enclosures since 1966-over 250,000 installs and growing fast. We need 5-10 proven closers who want to own their income in 2026. What You'll Do (and Get Paid Big For): • Run 2-3 pre-set, pre-qualified appointments daily (we book them, you close them) • Sell high-ticket sunrooms, screen rooms, patio enclosures - average deal $12K-$35K • Earn 10-15% commission on every sale (top reps clearing $25K-$45K+/month) • No cold calling, no door knocking, no lead costs - ever What We Give You: • Company-generated leads (multi-million-dollar marketing machine) • Fully PAID training & ramp-up period • iPad, demo kits, proposal software, financing apps - all provided • Bi-weekly paychecks (direct deposit) • Full W-2 employee benefits package available • Management opportunities available for proven producers Who Thrives Here: • 1+ years in-home sales experience (sunrooms, windows, roofing, baths, remodeling, etc.) • Proven closer who has written $750K-$2M+ annually • Valid driver's license and reliable vehicle (no mileage reimbursement or company car) • You see 100% commission as freedom, not risk This is a full-time W-2 position built for wolves, not sheep. Average first-year rep earns $180K+. Top 10% clear $350K-$450K+. We move fast. Interviews this week. Start running appointments in ~30 days after paid training. Apply NOW - send resume + (optional) last 12 months production to: ************************************* Spots fill in days, not weeks. Patio Enclosures by Great Day Improvements America's #1 Name in Outdoor Living Since 1966 Equal Opportunity Employer | Background & DMV check required
    $45k-72k yearly est. 2d ago
  • Seasonal On Site Customer Service Representative

    Alorica 4.1company rating

    Finance service representative job in Lake Mary, FL

    Seasonal Customer Service Representative Terms: Full-time Pay: $18/hr Join Team Alorica At Alorica, we're redefining what it means to be a global leader in customer service and experience one interaction at a time. With Alorica-at-home and locations in 18 countries around the world, we offer endless career opportunities from customer service, training, and tech support, to management, recruiting, and more. And we're proud to say over 70% of our leaders are promoted from within! But that's not all…we also provide a full range of benefits to help our employees achieve financial, emotional, mental, and physical well-being including supporting their own communities through Making Lives Better with Alorica (MLBA). MLBA is our award-winning, in-house non-profit charity that's focused on empowering people through mission-focused work. Job Summary As part of Team Alorica, you'll help our clients by addressing their customers' concerns, providing support, and resolving issues. Responsibilities Assist customers with issues and concerns they are experiencing during the use of the product and/or service Document call-related information for auditing and reporting purposes Maintain and update customer information as necessary Upsell current customers on new or enhanced services Qualifications High school diploma or GED Customer service experience is a plus Strong computer navigational skills Familiarity with Microsoft Office applications (Word, Excel) Excellent oral and written communication skills Exceptional listening/comprehension skills Professional and courteous Customer oriented Work Environment Regular work performed in a climate-controlled, call-center environment Ongoing usage of phone and computer systems Physical Demands Constant sedentary work Next Steps Place an application Complete your online assessment Our team will review your application If selected to move forward, our team will follow up directly #Hiring #LakeMaryFL #CustomerServiceJobs DISCLAIMER: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities. KEY JOB RESPONSIBILITIES Talks to customers over the phone, email, online chat or social media to resolve their questions or concerns Maintains and updates customer information as necessary Calmly attempts to resolve and de-escalate any issues Escalates calls to supervisor when necessary and appropriate Responds to requests for assistance and/or possible processing of credit card authorizations Tracks call-related information for auditing and reporting purposes Provides feedback reports on call issues related to downtime and/or training issues Upsells to customers as necessary
    $18 hourly Auto-Apply 7d ago
  • Bilingual Healthcare Customer Service Representative - ORL

    Credit Solutions 3.7company rating

    Finance service representative job in Orlando, FL

    Credit Solutions of Lexington, KY is seeking to hire a full-time Bilingual/Spanish speaking Customer Service Representative to assist patients in resolving their medical balances so they can focus on the healing process. If you have experience in healthcare billing and finance and want a career where you can actually make a difference, apply today! Customer Service Representatives enjoy a competitive wage plus benefits! Our benefits include paid time off, holiday pay, company-paid life insurance, a 401k plan, health benefits, vision, and dental benefits. Additionally, we offer flexible schedules, multiple opportunities to participate in and support charitable organizations, and monthly employee activities and recognition. ABOUT CREDIT SOLUTIONS Founded in 2003, Credit Solutions provides tailored Extended Business Office (EBO) Solutions as well as a full range of Bad Debt Recovery and Account Resolution service throughout the United States. With a pledge of excellence, we strive to allocate the best resources, giving our talented staff of professionals the best tools in order to achieve the best results for our clientele. What employees say about Credit Solutions: "What I've enjoyed most in working at Credit Solutions, aside from the wonderful team I work with, is I am learning to help someone else change or reevaluate their mindset to overcome their own personal and financial obstacles that otherwise may have remained in their way." - Alicia R. At Credit Solutions, we believe that our employees are our most valuable asset. In fact, we attribute our success as a company on our ability to recruit, hire, and maintain a positive and productive workforce. A happy employee is a productive employee and our benefits reflect how much we care. Additionally, we provide numerous employee appreciation activities and a referral bonus program. Join our dynamic team and find out why our employees voted us the "Best Call Centers to Work For in 2018-2024"! A DAY IN THE LIFE AS A HEALTHCARE CUSTOMER SERVICE REPRESENTATIVE As a Healthcare Customer Service Representative, you are the cornerstone of our organization and the first point of contact for our patients. This is why we give our Customer Service Representatives the training needed to help patients navigate the billing process and resolve their outstanding balances. Over the phone, you actively listen to patients and assist them in resolving their medical balances by negotiating and collecting payments. Your empathetic nature and ability to quickly resolve problems while remaining positive is essential to your success. And, when challenging situations arise, you continue to offer excellent customer service as you resolve their billing issues. The knowledge that you've helped someone in their time of need is truly rewarding and the best part of your job. QUALIFICATIONS High school diploma or equivalent Previous customer service experience Experience in healthcare billing and finance Understanding of HIPAA Ability to learn new software quickly Do you have a desire to help others and make a difference in the community? Are you a team player? Do you have professional communication skills? Can you provide great customer service over the phone? Are you an empathetic active listener? Do you have a positive can-do attitude? If so, you may be perfect for this position! WORK SCHEDULE Our Healthcare Customer Service Representatives enjoy flexibility through three schedule options: M-F 8:00 am - 5:00 pm, 8:30 am - 5:30 pm, and 9:00 am - 6:00 pm. ARE YOU READY TO JOIN OUR TEAM? If you have experience in customer service and healthcare billing and finance and feel that you would be right for this position, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
    $21k-28k yearly est. 60d+ ago
  • Part Time Associate Banker Space Coast North (30 Hours)

    JPMC

    Finance service representative job in Daytona Beach, FL

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $71k-142k yearly est. Auto-Apply 47d ago
  • Relationship Banker

    Intracoastal Bank 3.8company rating

    Finance service representative job in Daytona Beach, FL

    Full-time Description At Intracoastal Bank, we value professionals who know what it means to deliver exceptional service and build lasting relationships. If you've built a solid foundation in retail through years of dependable customer service, problem-solving, and teamwork, we want to help you take the next step. Your steady retail background can translate into success in a career where trust, consistency, and client care make all the difference. Intracoastal Bank is seeking a Relationship Banker to join our dynamic banking team. Over the years, we at Intracoastal Bank have established ourselves as a market leader in community banking. You will be inspired by the stability and integrity of our community bank and proud of the relationships you build that help our clients succeed. Why Intracoastal Bank? Local business and established market leader in community banking. Innovative and entrepreneurial approach to business. Diverse team of top performers. Passionate about providing exceptional service and banking solutions to our communities to help them thrive. Involved in our community. Employees are empowered to impact change. A company that invests in you! Exceptional Benefits Package! Employee Stock Ownership Program (ESOP) : Reap the rewards of company growth through this prestigious profit-sharing program. 401k Retirement Plan : Grow your future with our 401(k) and matching contributions. Professional Development : Receive tuition assistance for your professional development. Paid Time Off : 11 paid holidays, paid birthday/flex day, and minimum of 15 PTO days per year. Health Insurance : Fully paid employee-only health insurance with options to choose from. Other Insurance and Benefits : Group insurance benefits such as dental, vision, life, disability, pet insurance, legal aid, auto/home insurance, identity theft protection, other supplemental benefits, and an Employee Assistance Program (EAP). And there's more! You get a free checking and savings account and a free safety deposit box. As a Relationship Banker, you'll do more than process transactions - you'll build meaningful connections. You'll deliver personalized, courteous service while helping customers navigate their financial journey. You'll spot opportunities to connect them with the right specialists and make sure every interaction ends with confidence and satisfaction. How You'll Contribute to Our High Impact Team (aka Your Essential Duties and Responsibilities) Show up on time and ready to help our customers. Handle everyday banking tasks like deposits, withdrawals, and loan payments. Spot opportunities to connect customers with the right bank specialists or services. Use your knowledge of our products and processes to solve customer questions quickly and confidently. Share what you know about Intracoastal Bank's services - including online and mobile options - to make banking easier for our customers. Make smart, careful decisions that support our culture of safety and sound risk management. Help keep branch operations running smoothly and securely. Use our Lobby Management tools to provide great service and manage customer flow. Join in on daily team huddles to share updates and stay connected. Follow company policies and procedures to ensure great service and compliance. When a customer issue needs extra attention, pass it along to the right person so it gets handled quickly. Intracoastal Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. s assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed s are an integral part of any effective compensation system. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. Requirements What You'll Need to Help Us Do Great Things Together Required Experience:· Highschool diploma or equivalent (e.g. GED). At least 12 months in financial services, sales, retail, or service industry with a proven track record. Experience being evaluated or surveyed by customers is preferred. Skills and Abilities: Cross-sell products and services. Demonstrate a high level of courtesy and efficiency with customers, exceeding expectations with servicing skills. Keen awareness of the environment, the situation, and the customer. Excellent communication skills. Learn and demonstrate a strong understanding of industry trends and how they impact customers. Attributes: Gets people and is good with people. Sensitive to and respectful of others' feelings. Emotionally aware and tuned into others. Able to handle own emotions and remain calm in situations. Exertion and Physical Requirements: Use of Hands and Fingers: For tasks like typing, writing, using a computer. Speaking/Communication: Clearly, often sharing detailed or complex information with others. Vision and Hearing: Normal for reviewing documents, using equipment, and taking part in conversations. Physical Strength: Most of the work is done while sitting, with some standing and walking. Occasionally, you may need to lift or move items weighting up to about 20 pounds. Salary Description Minimum $22 per hour
    $22 hourly 19d ago
  • Part Time Associate Banker Space Coast North (30 Hours)

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Daytona Beach, FL

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services 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-76k yearly est. 44d ago
  • Customer Service Representative

    Jacuzzi Group 4.3company rating

    Finance service representative job in Lake Mary, FL

    At Jacuzzi Group, we're not just about creating luxury home products; we're about enhancing the lives of our customers through unparalleled service and support. As a Customer Service Representative, you'll be the heartbeat of our organization, connecting directly with customers (our Spa Dealer network) to ensure they have the best experience possible with our products. Your contributions will help us maintain our reputation as the premier manufacturer of home wellness solutions. Responsibilities of a Customer Service Representative: Business to Business Customer Service - responding to the needs of our dealer network in a timely manner. Professionally handles high volume of incoming requests, via phone and email, from customers (dealers) and ensure that any issues are resolved both promptly and thoroughly. Building strong relationships with our Dealer Network to maintain business and acquire new customers. Provide technical assistance in the form of troubleshooting the product via phone and email to resolve any issues the Customer (Dealer) is experiencing. Technical training is provided. Process and verify the accuracy of customer orders by utilizing our internal CRM systems and customer purchase orders. Thoroughly and efficiently gather customer information, access and fulfill customer needs, and educate the customer where applicable. Continuously evaluate and identify opportunities to drive process improvements that positively impacts the customer's experience. Initiate required action for response to customer care requests for order changes, including the maintenance of orders. Collaborating with various internal departments to ensure that they fulfill all customer requests. Resolving complaints and keeping track of all processes that pertain to the customers desires. Contribute to the development and maintenance of standards, policies, and procedures regarding customer service. Provides back-up support to other group members in the performance of job duties as required. Other duties as assigned. Monday- Friday, 8:30am - 5:00pm EST On Site in Lake Mary, FL Compensation is $18.00/hr Requirements What We're Looking For: A genuine passion for customer service with 1-3 years of experience. Bilingual- Spanish & English preferred. Proficiency in handling multiple software applications simultaneously. Natural communication skills to connect with people at all levels - from customers to colleagues. A reliable team player who thrives in a dynamic environment and adapts to changes with ease. Detail-oriented with a flair for following up and ensuring problems are resolved. In-Office only. Benefits Health, Dental, and Vision plans 401k program with matching Paid vacation and holidays Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Wellness Resources
    $18 hourly Auto-Apply 26d ago
  • Associate Banker

    Midflorida Credit Union 4.1company rating

    Finance service representative job in Winter Park, FL

    Job Details Winter Park, FL Full TimeDescription 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. 3d ago
  • Public Finance - Mid-Level Associate

    Greenberg Traurig 4.9company rating

    Finance service representative job in Orlando, FL

    Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a mid-level Associate in the Public Finance Practice of our Orlando office. We offer competitive compensation and an excellent benefits package. GT is consistently among the top firms on the Am Law Global 100; the Associate will have the opportunity to work with clients, large and small, from variety of industries across the country. Job Requirements The Public Finance Group is looking for candidates with three to five years of experience. Ideal candidates should have experience in municipal finance, tax and securities law and have worked with governments as well as underwriters and banks on municipal finance transactions or equivalent experience. Candidates should possess excellent academic credentials, strong oral and written communication skills, meaningful professional experience, and the ability and desire to assume significant responsibility in a fast-paced environment. To apply, submit your resume, cover letter, law school transcript (unofficial transcript is acceptable), and a writing sample. GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual's race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.
    $91k-127k yearly est. Auto-Apply 60d+ ago
  • Automotive Finance Representative

    Automotive Services Network 3.4company rating

    Finance service representative job in Winter Park, FL

    Automotive Finance Representative - 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 Finance Representative 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 Finance Representative 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. 28d ago
  • Swim School Poolside Customer Service

    British Swim School 4.1company rating

    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
  • Customer Service Rep

    Us Tech Solutions 4.4company rating

    Finance service representative job in Orlando, FL

    **Duration: 03+ Months - Tempt To Hire** **Data Entry & Accuracy:** + **Need customer service for overflow help with other teams** + **Accuracy - creating accounts and cases** + **Updating information in accounts from Med Billers and** **Requirements:** + Strong accurate data entry skills + **Previous work experience in Specialty Pharmacy or Customer Service preferable** + **Professional level skills in computer use, including but not limited to Microsoft Office, email, web-based applications and key boarding skills** + Experience working with people in situations that are high-pressure and time-sensitive (either telephone or face-to-face), and that involve solving problems, making decisions, using excellent judgment and "customer service" skills. This can be obtained through a combination of work experience and post high school education, and need not be obtained in a traditional "customer service" setting + Strong ability to multi-task and strong time management skills + Ability to function in a high-volume, fast-paced environment + Dependable and strong work ethic + Ability to accept and implement feedback and coaching **Specific type of experience preferred:** + **Experience working with databases (CRM preferable) or a tracking system; Salesforce CRM experience** + **Experience working in a health care/pharmaceutical industry environment** + Understanding of challenges associated with patients' medical condition **About US Tech Solutions:** US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $24k-31k yearly est. 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Kim Varnadore-State Farm Agent

    Finance service representative job in Mount Dora, FL

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Financial Services Representative Insurance & Investment Sales Kim Varnadore State Farm Agency Drive Growth. Close Business. Build Financial Futures. Are you a results-driven financial professional with a strong sales foundation and a passion for helping clients build long-term security? The Kim Varnadore State Farm Agency is seeking a high-performing Financial Services Representative who can combine financial expertise with a performance-driven sales mindset. This is a fully licensed position (Life & Health required; FINRA Series 7 and 63 preferred). If youre not yet fully licensed, you must be willing to obtain the necessary credentialswith full agency support. Role Description As a Financial Services Representative, youll guide clients through critical financial decisions, offering tailored insurance and investment strategies that protect assets, build wealth, and strengthen long-term financial stability. Your ability to close business, drive new production, and deliver consultative guidance will directly shape your earning potential and the financial success of the clients you serve. Key Responsibilities Generate New Business Actively market, present, and sell life, health, and financial service products. Identify opportunities through warm leads, referrals, networking, and outbound outreach. Consult & Advise Provide personalized financial guidance including retirement strategies, asset allocation, and portfolio-aligned insurance products. Build & Grow Relationships Cultivate a strong book of business through trust, consistency, and results-driven service. Maintain Compliance Stay current on product offerings, financial regulations, and industry best practices. Qualifications A sales-dominant mindset with a proven track record in financial product sales or life/health insurance sales. 3+ years of financial services, investment advising, or related experience preferred. Strong communication, analytical, and consultative selling skills. Life & Health license required; FINRA Series 7 and 63 strongly preferred. Motivated by performance goals, client impact, and uncapped earning potential. Why Join Kim Varnadore State Farm? High earning potential with competitive base pay + commission + performance bonuses. Full licensing support for qualified candidates. Growth opportunities within a top-performing, client-focused agency. Access to a wide suite of insurance and financial products. A meaningful career where you help clients build and protect their financial futures. Ready to Take the Next Step? If youre a driven financial professional seeking a high-earning, high-impact role with room to grow, wed love to meet you. Apply today and build your future with Kim Varnadore State Farm.
    $25k-39k yearly est. 14d ago
  • Automotive Finance Representative

    Driver's Mart

    Finance service representative job in Winter Park, FL

    Automotive Finance Representative - 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 Finance Representative 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 Finance Representative 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. 27d ago
  • Automotive Finance Representative

    Holler Hyundai/Genesis North Orlando

    Finance service representative job in Winter Park, FL

    Automotive Finance Representative - Holler Hyundai Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 10 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 Finance Representative 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. ********************************************************************************************
    $28k-52k yearly est. 60d ago
  • Relationship Banker- Disney University

    Partners Federal Credit Union 3.9company rating

    Finance service representative job in Orlando, FL

    Calling All Banking Relationship Managers and Premier Bankers We have an incredible new opportunity launching in both our Orlando and California markets - Our Member Experience Advisor role! If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you. As a Member Experience Advisor, you'll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals. The Opportunity This isn't just a job - it's a chance to make an impact. In this role, you'll: • Be the trusted advisor: Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed. • Lead with integrity: Mentor branch team members, sharing your expertise to elevate the entire team's performance. • Drive meaningful results: Partner with leadership to achieve retail growth objectives while always prioritizing what's best for the member. • Deliver exceptional service: Educate members on innovative products, services, and digital tools to make managing their finances easier and more rewarding. What You'll Bring We're looking for someone who thrives on building connections and delivering results. You'll need: • Proven experience in financial services and advising affluent clients. • Exceptional communication skills and a passion for delivering world-class service. • A leadership mindset and a desire to make a difference - not just in members' lives but within your team and community. • A Series 6 and 63 or equivalent as well as insurance licenses for Life, Health, and Variable products. Why Partners? At Partners Federal Credit Union, we don't just serve members - we empower them to reach their financial goals while creating meaningful relationships. Here, you'll find: • A People-First Culture: We are driven by our commitment to our members and the communities we serve. Join a team that values collaboration, trust, and a shared purpose. • A Commitment to Your Growth: From professional development opportunities to clear career paths, we invest in you so you can invest in others. • As the credit union for The Walt Disney Company, our exclusive connection ensures best in class benefits and perks. Apply today to become a key part of the Partners Federal Credit Union story. Let's create something extraordinary. This position is the main point of contact for a select group of Partners' affluent members, as well as other selected members from the branch and geography they cover. They are considered a key front-line leader for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent actively promotes and cross-sells Partners' products and services during these transactions. The Member Experience Advisor serves as a leader to all levels of Member Experience Professionals, answering questions and resolving more complex member requests, and assists the Branch Manager and Member Experience Manager as needed. The incumbent is professional, mature in nature, very organized and knowledgeable while displaying a welcoming and positive demeanor with members and co-workers, and maintaining professional and ethical service standards set by Partners. Affluent Member focus while keeping Partners' leadership competencies and core values centric to how you conduct business. The Member Experience Advisor needs to be versed in all Member Experience Professional positions to maintain capability to lead and inspect lower-level Branch positions. Securities/FINRA licensing required. While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the MEA Program Manager to support strategic initiatives and ensure alignment with retail growth objectives. Essential Responsibilities: Comprehensive Relationship Management • Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships. Advice-Based Banking • Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational. Proactive Financial Needs Assessment • Identify changes in members' life events and banking needs to recommend relevant financial solutions, helping members achieve financial success. Product and Service Expertise • Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively. Transactional Support • Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards. Mentorship and Leadership • Mentor all levels of branch Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and success. Operational Support and Decision-Making • Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching. • Collaborate with the MEA Program Manager to implement initiatives that drive retail success. Cross-Selling and Financial Growth • Promote the credit union's objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch. • Provide regular updates to the MEA Program Manager on performance metrics related to retail growth objectives. Regulatory Compliance and Documentation • Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption • Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years (1 year minimum for Member Experience Professional) Language Skills: Spanish (preferred) Haitian Creole (preferred) Certifications, Licenses, Registrations, etc.: NMLS Certification - Preferred FL Notary - Preferred Medallion Signature Guarantee Certification - Preferred State L&D Insurance License - Required FINRA 63 - Required FINRA Series 7 - Preferred FINRA Series 6 - Will Be Considered Continued employment for Series 6 applicants is contingent upon obtaining the Series 7 within 90 days (with possible extension to 120 days for extenuating circumstances) of onboarding. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. - Required Bachelor's Degree - Preferred Experience in Episys - Preferred Experience using Springboard - Preferred Experience using Verafin - Preferred Abilities and Behaviors: • 3+ years' experience building and maintaining effective relationships with customers and Partners • 3+ years of customer service experience • 3+ years branch banking experience • Excellent member service and conflict resolution skills • Effective sales skills • Strong problem-solving skills • Clear and open communication skills • Flexible; easily adapts to change • Strong time-management, organizational skills & ability to multi-task • Responsible; takes initiative and works independently • Strong teamwork skills • Excellent verbal, written and interpersonal skills • Highly motivated, ability to successfully achieve objectives Scope of the Job Performance Standards: • New Memberships: 5-8/Mo • Member Satisfaction Evaluation • Cash balancing standards • Quality Reviews - Loan / Memberships • Loan Originations: (12-17 funded applications/Mo, $300,000-$425,000/Mo) • 8-12 Insurance Units/Mo, consisting of the following three: • PLP Units/ 35% Penetration • GAP/Units / 50% Penetration • MBI Units / 10% Penetration • 5-7 Qualified Referrals/Mo consisting of the following three: • Wealth Management Referrals • Auto Advisor / Autoland Referrals • Home Mortgage Referrals • Investment Product Sales: 2 new accounts/Mo Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: • Shift work including weekends and home visits consists of hours outside of an 8 - 5 schedule to cover the hours of operation. • Able / flexible to work evenings and Saturday at the convenience of the member. • Able / flexible to visit the member at their place of work or home Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in Florida is $51,200 to $76,800 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
    $51.2k-76.8k yearly Auto-Apply 60d+ ago
  • Animal Services Officer

    Seminole County, Fl 4.3company rating

    Finance service representative job in Sanford, FL

    Enforces County Ordinances relating to animals. Investigates allegations of animal nuisance, animal bites, and animal cruelty. Handles, captures, and impounds all types of animals (domestic, wild, livestock, venomous and non-venomous reptiles, sick/injured, aggressive, and deceased). Performs dispatch duties on a rotating basis. Performs euthanasia on sick/injured wildlife as needed. Performs on-call duty for after-hours priority calls and natural disaster. Assists Law Enforcement, Fire/Rescue, and other agencies with animal issues such as house fires, drug raids, animal owner death/crime scenes, traffic accidents, livestock loose on roadways, etc. Prepares written reports, issues citations, and attends court on behalf of the County and state attorney. Salary will be determined depending on qualifications of candidates who exceed the minimum requirements as outlined within the job description. Additional compensation based on licensure. Note: These are intended only as illustrations of the various types of work performed. The omission of specific duties does not exclude them from the position. Works an assigned area of the County and engages in the capture and impoundment of animals. Performs on-call duty for emergency calls after hours. Picks up carcasses of animals and disposes of them in the prescribed manner. Serves as telephone operator and radio dispatcher for the purpose of transmitting, receiving and relaying information and instructions to field personnel. Investigates animal bites and enforces animal quarantine laws. Investigates animal nuisance complaints and impounds such animals, which have been abandoned or are in violation of the Animal Control Ordinance. Issues warning citations and Notice to Appear citations to owners of animals in violation of the laws, rules, and regulations established by the State of Florida and/or Seminole County. Additional Duties: Must be available to work holidays, weekends, and during emergency response operations. Required to be on call and available to respond after hours, as necessary, when responsible for pager duty. Acts as a witness or plaintiff on behalf of the County, as necessary. Prepares various written reports, as required. In the event of an emergency, all employees are considered essential personnel and may be required to perform alternate duties. Completion of high school/GED and 1 year of experience, or equivalent combination of education and experience. Must successfully complete the Florida Animal Control Officer Certification Course within one (1) year of employment. Must successfully complete the 16-Hour Euthanasia Certification Course within six (6) months of employment. A comparable amount of education, training, or experience may be substituted for the minimum qualifications. Knowledge of laws and regulations regarding animal control. Knowledge of techniques utilized in the safe capture of all animal species. Knowledge of the geographical road system of Seminole County. Ability to establish and maintain good relations with the general public. Ability to communicate effectively, both orally and in writing. Skilled in handling all species of animals that may be vicious or dangerous without injury to self, others, or animals. Must possess and maintain a valid Florida Driver's License. Must be inoculated against rabies prior to completion of probationary period. Must successfully complete the Florida Animal Control Officer Certification Course within one (1) year of employment. All employees must attend Seminole County Required Trainings. Department Specific trainings per position may be required.
    $43k-56k yearly est. 5d ago
  • Contact Center Member Service Specialist (Winter Park, FL)

    Vystar Credit Union 4.5company rating

    Finance service representative job in Winter Park, FL

    At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. Accountability Statement The incumbent's primary function is to effectively use VyStar Excellence principles during telephone contact with members in the course of daily business. Thus, the incumbent must adhere to the Standards of Excellence and behaviors associated with VyStar Excellence. The incumbent is to integrate people, processes, and technology to enhance relationships with members to maximize the growth and market share of VyStar Credit Union. In the call center environment, the incumbent is expected to listen to members attentively, to determine their needs and to offer appropriate products and/or services to enhance the member experience. The incumbent in this position is accountable for offering products and services to deepen current relationships and improve the satisfaction and loyalty of credit union members. The incumbent is individually and collectively responsible for reaching department and corporate goals. The quality of the incumbent's calls will be closely monitored via a call recording system to ensure members are receiving quality service. The incumbent will make independent decisions that benefit the member and VyStar. The incumbent must be able to quickly adapt to changes and handle any additional assignments for the daily operation of the Call Center. This position has opportunities for advancement and pay increase through the completion of the Member Service and Loan Training Programs. The incumbent must demonstrate proficiency in handling all types of calls in addition to completing required Computer Based Training courses before being certified or qualified to apply for Level II. ESSENTIAL JOB FUNCTIONS: ***The Contact Center operates Monday through Saturday from 7:00am - 7:00pm. The Contact Center Member Service Specialist must be flexible to work any day or shift during our business operational hours. Must have the ability to work a hybrid schedule*** Contact Center Member Service Specialist The incumbent's primary duty is to provide quality member services to our members by performing transactions that are requested by members or answering their questions, which may be related to Internet Banking, Magic*Touch, their account history or member service, loan, VyStar Investment Services products and/or VyStar Real Estate Services. Member Service transactions include but are not limited to fund transfer, wire transfer, Internet Banking PIN reset, stop payments, opening checking accounts, money market accounts, Certificate of Deposit accounts or other savings accounts, etc. The incumbent is expected to acquire extensive product knowledge of deposit products along with operational function of those products. The incumbent is required to effectively offer loan related products such as GAP, IWS, Credit Life & Disability Insurance in addition to VyStar Investment Services, VyStar Real Estate Services, other Savings Accounts, Checking Accounts, Money Market Accounts, IRA accounts, CDs, etc. based on our members' needs. The incumbent is also required to offer loan products, such as auto loans, credit cards, large luxury items and mortgage products, which may be referred to the more experienced Call Center Member Relationship Specialist team. The incumbent is expected to attain a firm knowledge of VyStar's products and services in addition to policies and procedures to effectively offer products based on our members' needs. The incumbent is expected to adhere to the Standards of Excellence and behaviors associated with VyStar Excellence. Thus, the incumbent must exhibit courteous and professional telephone etiquette in all member contacts while conducting effective fact finding to understand the member's needs and issues and making independent and appropriate decisions in resolving members' problems as well as in offering appropriate products. The incumbent must maintain confidentiality and integrity of information related to all member accounts. The incumbent is also expected to attain proficiency in all available tools. The incumbent in this position is to attain knowledge of Regulation CC, Regulation D, Regulation B and Regulation Z, Bank Secrecy Act/Anti-Money Laundering (BSA/AML), Currency Transaction Report (CTR), etc. If the incumbent is trained for originating loans, the incumbent is expected to offer loans whenever appropriate based on members' needs and properly document credit applications and to process them in a timely manner. The incumbent must provide the same professional and quality service to employees in other departments, other businesses and financial institutions based on the VyStar Excellence concept when working to resolve member problems. The incumbent is accountable for departmental standards for productivity, quality of service, and schedule adherence, unscheduled leave occurrences, and late log-ins. The incumbent must be familiarized with call recording technology in order to review calls rated by Quality Assurance representatives. Also, the incumbent is to learn how to review work schedules and to request vacation/sick leave request online through the Workforce Management system as well as to be familiar with the e-Time system. Performs all other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job: Focus - Focus your full attention by carefully listening to and observing client or member. Connect - Consistently be friendly and approachable. Demonstrate your care. Understand - Listen empathetically and ask questions (70%/30% rule). Counsel - Recommend solutions based on your member's needs and objectives. Advance - Ensure that member's expectations were exceeded. Verify necessary follow-up actions. QUALIFICATIONS EXPERIENCE A minimum of one year experience in a position of direct member/customer contact in financial institutions, especially in a call center environment, is preferred EDUCATION The minimum formal education required is a high school diploma or its equivalent. KNOWLEDGE, SKILLS, & ABILITIES The candidate for this position must have a personality that enjoys talking to members on the phone. Must possess excellent listening and comprehension skills with proper telephone etiquette. Having sales experience in the financial environment is preferred. Also, having prior exposure to the lending process, familiarity with analyzing credit reports and exposure to interest computation methods is preferred. Must have excellent verbal, written communication and telephone skills. Must have accurate data entry skills and be proficient in PC skills including Microsoft Word, Outlook, Internet access, etc. Must be able to communicate necessary information clearly. Must be professional in appearance and attitude. The candidate for this position may be tested for their effectiveness for providing excellent member service through the telephone, chat room and email during the hiring process. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all-encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull, or otherwise move objects. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $39k-42k yearly est. Auto-Apply 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

$31,000

What are the biggest employers of Finance Service Representatives in Port Orange, FL?

The biggest employers of Finance Service Representatives in Port Orange, FL are:
  1. Halifax Health
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