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Relationship Banker - Treasure Coast Market
Bank of America 4.7
Finance service representative job in Vero Beach, FL
Indian River Shores, Florida;Vero Beach, Florida
**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.
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-38k yearly est. 5d ago
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Associate Banker
Midflorida Credit Union 4.1
Finance service representative job in Port Saint Lucie, 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. 20d ago
Inside Sales/Customer Service Representative
Fastsigns 4.1
Finance service representative job in Port Saint Lucie, FL
We are looking to bring a full-time onsite (M-F; 8:30 am to 5:00 pm) Inside Sales with a strong background in customer service. The Inside Sales: Serves as the point of contact for new and existing customers, helping to bring ideas to life! While past experience in the sign-making field is not required, experience in sales, working in an office environment using G-Suite programs, Excel, database management software, and being generally computer savvy are required.
SALES EXPERIENCE REQUIRED preferably in the Signage trade
A peek into the day of a Visual Communications Sign Consultant - click here:
Visual Communications Video
***************************************
Duties and Responsibilities:
* Communicate with customers, other staff members, and vendors in a friendly and professional manner.
* Have a positive attitude in all things on a daily basis.
* Be the first point of contact for customers that require help to create an estimate or an order.
* Monitor all center email, voice mail, and other incoming sources of communications during business hours.
* Execute the sales objectives as directed by the franchisee and populated in the Sales and Marketing plan.
* Support all efforts to grow center sales
* Set a priority to achieve customer satisfaction as defined by brand standards.
* Follow up with customers after the completion of the sale, installation, or shipment to verify the customer is satisfied with their purchase.
* Consultatively sells and makes recommendations to prospects and clients using products and services.
* Develop and maintain a database of qualified leads that have been gathered through referrals, telephone canvassing, direct mail, and email.
* Follow up on all new leads and referrals resulting from telephone, marketing, and email activity.
* Develop an understanding of how to write a good estimate or order with pricing that will attract our customers to purchase.
* .Write, plan and execute projects that meet customers' needs. Follow these projects through their lifecycle to completion, using appropriate documentation and various technologies.
* Prepare estimates and proposals for customers. Follow up on those estimates using current estimate follow-up techniques.
* Communicate with customers on order status or any changes in the production or installation schedule.
* Help keep the installation calendar current.
* Execute a variety of marketing functions as determined by the sales and marketing plan and center manager.
* Maintain a tour-ready retail environment, which includes clean, organized, and functional retail spaces.
* Support center Franchisee or center manager as needed with reports and daily reconciliation. Maintain the correct status of jobs in the workflow process.
* Participate in daily center production meetings for all staff and sales meetings as scheduled..
* Perform market research, competitive shops, and customer surveys.
* Identify and resolve customer satisfaction issues.
* Establish and maintain great working relationships with all staff.
* Adhere to all company policies, procedures, and business ethics codes.
* Participate in and practice the brand mentality of "Everybody Sells". Constantly be looking for sales opportunities for the center.
* Participate in marketing events such as open house(s) and telemarketing programs.
* Coordinate shipping schedules and delivery of products and services.
* Enhance sales education by attending training classes, webinars, or using additional training materials.
Skills and Qualities:
* High school diploma or GED required; advanced education degree preferred.
* Has immaculate timekeeping and is reliable.
* Well-developed verbal and written communication skills.
* Is friendly, sociable, and out-going with a positive outlook.
* Both driven and energetic.
* Able to handle stress well.
* Has a sense of urgency to get things done in a timely manner.
* Works well under pressure and consistently meets or beats deadlines.
* Enjoys working in a team.
* Extremely detail-oriented.
* Tends to be competitive and goal-oriented.
* Accepts and conquers challenges.
* Is able to learn and grow from mistakes.
TYPICAL PHYSICAL DEMANDS:
* Ability to sit for long periods.
* Ability to stand for long periods.
* Ability to view a computer screen for long periods.
* Ability to work under pressure to output high volume, high-quality work.
As a team member you will enjoy:
* Full-Time Job
* Compensation: $16.50 - $17.50
* PTO plus PAID holidays
* Paid training and skills development
* The support of a professional team that is dedicated to your career development
Please note the above job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change or be added at any time with or without notice.
We are a drug-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Compensation: $16.50 - $17.50 per hour
$16.5-17.5 hourly 2d ago
Part Time Associate Banker Treasure Coast North (30 Hours)
JPMC
Finance service representative job in Vero 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.
$75k-146k yearly est. Auto-Apply 60d+ ago
Quant Trader
Voloridge
Finance service representative job in Jupiter, FL
Voloridge Investment Management was founded by David Vogel in 2009 and is based in Jupiter, FL. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets. Our firm is comprised of award-winning predictive modelers, experienced data analysts, advanced technologists, and a group of dynamic business professionals.
We are seeking a motivated Quant Trader to join our entrepreneurial team, where collaboration, resilience, and humility drive success. The ideal candidate brings a strong record of results, sharp attention to detail, and the flexibility to step beyond core responsibilities when needed. Our traders excel under pressure, staying calm and effective in fast-moving, time-sensitive situations. In this role, you will work closely with operations, technology, research, management, and external brokers to support all aspects of trading, including execution, market research, portfolio analysis, and process improvement. The position requires rotational overnight coverage during Asian market hours.
Summary of Job Functions
Provide rotational overnight coverage (3-6 months per year)
Monitor systematic trading books and overnight processes
Apply rigorous attention to detail to minimize errors and risk
Build and refine applications, data pipelines, and reporting tools to support trading operations and pre/post-trade analysis
Contribute to process improvements that strengthen risk controls and trading efficiency
Communicate effectively with internal teams and external brokers
Minimum Requirements
Bachelor's degree or higher in a quantitative field (e.g., Mathematics, Computer Science, Statistics)
Strong proficiency in Python, with advanced analytics capabilities
Experience with SQL Server and Excel
Proven ability in data manipulation and analysis
Strong sense of ownership and ability to work independently within a collaborative team
Willingness to work onsite daily in our Jupiter, FL office
Preferred Skills and Previous Experience
Background as a Quantitative Trader, Analyst, or Researcher
Experience supporting or developing electronic trading systems
Familiarity with equity and futures market data
Exposure to transaction cost analysis (TCA)
Hands-on experience with RESTful APIs and/or microservices
Compensation and Benefits
Competitive base salary, commensurate with experience
Profit-sharing bonus tied to performance
Comprehensive health, dental, vision, life, and disability insurance, plus a 401(k) plan
Office perks including catered meals, a fresh salad bar, in-office massages, and a health club membership
Voloridge Investment Management is an SEC registered investment advisor and an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.
$54k-94k yearly est. 60d+ ago
Counter Service Representative
Horizon 4.6
Finance service representative job in West Palm Beach, FL
Pay: $17.00 - $19.00/hr and up to $2,500 through our performance bonuses in the summer.
The Job
The Counter ServiceRepresentative (CSR) empowers our customers to build, manage and grow successful landscape businesses, by generously sharing product knowledge, providing recommendations that will improve their bottom line, demonstrating exceptional service and always radiating a positive attitude. They are the face of the sales center and our customers' primary point of contact for walk-ins, phone orders and will call service.
Responsibilities:
Eagerly greets walk-in and phone customers, and listens to understand their needs and challenges.
Treats customers as business partners, by recommending product solutions, upsell options, and complimentary items designed to make their jobs easier and more profitable.
Collaborates with team members and utilizes all company resources to sell Horizon's value and give customers the best service and experience possible.
Prepares sales orders and assists customers in selecting and loading merchandise.
Makes follow-up calls to potential and existing customers to introduce opportunities and solicit additional business.
Resolves customer complaints professionally and in a timely manner.
Maintains a clean, well-organized, well-stocked sales center.
Assists in receiving, shipping, and general warehouse duties.
Other duties as assigned.
Requirements:
Strong customer-service attitude.
Self-motivated and detail-oriented personality.
Thrives in a fast-paced environment focused on serving business owners with urgent needs.
Understands information and communicates clearly through spoken and written words, asks questions as appropriate, and thinks critically to identify solutions to problems.
A cooperative, dependable team player.
Good computer and record-keeping skills, and aptitude to learn ever-evolving systems, programs, handheld technology and processes.
Ability to frequently lift and move items that weigh up to 20 pounds and occasionally up to 75 pounds.
Possess or obtain forklift certification.
Must be 18 years of age or older to apply.
Preferred:
High school diploma or GED.
Bilingual (English/Spanish) a plus.
Irrigation experience is a huge plus and knowledge in other landscape products is helpful.
The Company
Horizon Distributors, Inc. (Horizon) is a wholly owned subsidiary of POOLCORP - the world's largest publicly traded distributor of swimming pool, landscaping and outdoor living products - which employs over 6,000 team members in more than 445 sales centers
worldwide.
Horizon operates 90 of those sales centers across the US, and is a leading distributor of landscape and irrigation products with a focus on serving the needs of professional landscape contractors. With more than 60 years of industry experience, Horizon prides itself in offering the convenience and buying power of a national company with the personalized service and attention to detail of a local store!
Why Horizon?
At Horizon, our people ARE our priority and there are so many reasons to join our team! Here's a few:
Career Opportunities:
Looking for a career - not just a job? Then we may be the place for you! We have both the career opportunities and training needed as you grow. We offer continuous learning - locally in sales center training sessions, virtually in our online learning center, in the classroom at our training facility in Dallas, TX, and through tuition reimbursement. At Horizon, the sky is the limit.
Excellent Benefits
: Our generous benefit
package
includes: group medical, prescription, dental, vision and life insurance; 401(k) - offered currently with a company match; an employee stock purchase program; seasonal sales and rewards programs; an Employee Assistance Program, exclusive vendor discounts offered to POOLCORP / Horizon employees and more.
Winning Team
: Our history of success is the result of our winning team. At Horizon, you will work with some of the best and brightest, in a stable environment, with predictable work hours and the ability to earn even more through overtime, and continuous rewards when targets are met…which is often the case. Join us and you'll join a “winning team.”
So, whether you are new to the business or are a seasoned professional, Horizon has a place for you.
Bilingual, Military, Military Spouses and Veteran applicants are strongly encouraged to apply! We understand the uniqueness of hiring military personnel and veterans and will support him/her in the time of duty or with the transition into new civilian professions.
All offers to external candidates for employment are contingent upon the successful completion of pre-employment drug testing and background verifications before employment is finalized. This position is considered “safety-sensitive” and includes tasks or duties which could affect the safety and health of the employee performing the tasks or others.
POOLCORP, including all its subsidiaries, is a drug-free company and Equal Opportunity Employer - By Choice. The Company understands, respects, and values diversity - unique styles, experiences, identities, ideas, and opinions - while striving to be inclusive of all people. This commitment is critical to our success as a global company as we seek to recruit, develop, and retain the most talented people from a diverse candidate pool. Hiring and promotional decisions are based solely on the qualifications required for the job to be filled.
#HDIEAST1
$17-19 hourly Auto-Apply 9d ago
Front Office/Customer Service Representative
Closets By Design Palm Beach 4.1
Finance service representative job in Palm City, FL
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
We are currently seeking an enthusiastic and motivated individual to immediately fill the position of Front Office/Customer Service. Applicants must demonstrate a commitment to client satisfaction by communicating what is necessary in a genuinely friendly and professional fashion.
Schedule
Monday-Friday, 8:30 AM-5:30 PM
One (1) hour unpaid lunch break
Saturdays as needed
Benefits
Listed pay based on experience.
Paid training.
Paid holidays and paid time off.
Health and retirement benefits.
Open door policy with your manager.
Responsibilities
Answer and direct incoming phone calls and be responsible for booking appointments.
Manage designers' appointment calendars in CRM.
Greet visitors and assist with office support needs.
Deliver administrative support for office staff, sales team, and production/installation department.
Complete general office duties with strong verbal and written communication skills.
Requirements
No degree is needed. We are looking for candidates with office experience.
Proficient in Microsoft Office.
Excellent phone etiquette.
Strong personal organizational skills.
Strong work ethic.
Strong verbal and written communication skills.
Customer oriented, friendly and enthusiastic.
Punctual and Reliable.
Team Player.
Closets by Design - Overview
Closets by Design is a nationally recognized leader in home organizing systems.
We design, manufacture, and install a complete line of custom closets, home office furniture, media systems, wall-beds, garage cabinetry and more.
Closets by Design - Our Values
Serve Others
Be a Problem Solver
Trust the Process
We respond to all candidates within 24 hours and complete hiring in 7 days. Compensation: $16.00 - $18.00 per hour
Since 1982, we've built a reputation of integrity as the industry leader in customer service and total customer satisfaction. From our no obligation in-home consultation, custom tailored designs and the highest quality product construction, our products simply offer the best value in the industry.
Join a company with over 40 years of strong brand identity.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchise. All inquiries about employment at this franchise should be made directly to the franchise location, and not to Closets By Design Corporate.
$16-18 hourly Auto-Apply 4d ago
Private Banker
Morgan Stanley 4.6
Finance service representative job in West Palm Beach, FL
Morgan Stanley ("MS") is a global financialservices firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
We are seeking a high potential candidate ("Private Bankers" or "PB") to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s).
Job Description/Position Responsibilities
* Partner with FAs to provide advice and potential cash management and lending solutions to clients
* Build product awareness and understanding among Financial Advisors
* Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue
* Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc.
* Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients
* Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives
* Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
* Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services
* Understand competitive environment and develop strategies to retain and win new business
* Develop and implement product marketing strategies with Branch Management and FA team
* Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners
Qualifications:
* Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank
* Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities
* Experience in understanding the financial needs of all types of clients
* Proven new business development / origination experience with Lending products is required
* Completion of formal credit training strongly preferred
* Bachelor's degree preferred or relevant experience
Skills/Abilities:
* Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners
* Strong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
* Ability to understand the financial needs of the retail brokerage clientele.
* Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships
* Possess excellent business development and marketing skills and desire to consistently achieve top revenue results
* Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
* Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
* Detail orientation with strong organizational and analytical skills
* Ability to train Financial Advisors on product suite
* Possess excellent oral and written communication skills
* Exceptional presentation skills
* Ability to meet deadlines and manage Financial Advisor and client expectations
* Good collaboration skills in a team-oriented environment
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$94k-164k yearly est. Auto-Apply 60d+ ago
Parts & Service Associate
Interstate Group LLC 3.8
Finance service representative job in Fort Pierce, FL
Job Title: Parts and Service Assistant (MUST BE BI-LINGUAL IN ENGLISH / SPANISH)
Department: TrailersPlus Lot Operations
Reports To: Assistant Store Manager
Status: Hourly
The Parts and Service Assistant (PSA) assists in the duties and responsibilities of the Parts and Service Department. The position assists in all aspects of the inbound and outbound inventory, installing parts, servicing trailers of all makes and models, and preparing products for presentation and demonstration. PSA's assist in maintaining a clean and safe facility.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The essential duties and responsibilities include, but are not limited to the following:
● Daily inspection of trailers on the lot for safety and quality control.
● Perform daily processes that include parts, service work, inventory control as directed by store management.
● Service, parts/accessories installations, and warranty work.
● Assist will all deliveries of trailers, parts, and supplies and submit paperwork to management for review.
● Maintain the store facility and grounds by cleaning and organizing the building, shop, and trailers, in order to promote
safety, security, and a professional appearance as directed by store management.
● Work strategically and collaboratively with store management.
● Attend and participate in all required team and company meetings.
● Assist with warranty, repair, facility, and equipment problems.
● Assist Store Management team in trailer sales, as needed (sale license required in some states).
● Performs other duties as assigned.
● Ability to operate forklift and tractor. (Company certification required)
● Ability to operate power tools and welding equipment. (Company certification required)
SKILLS INCLUDING BEING BILINGUAL AND THE FOLLOWING:
● Time management
● Ability to solve basic problems, communicate properly, handle and diffuse difficult situations
● Troubleshooting
● Attention to detail
● Strong mechanical ability
● Quality customer service
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed in the essential duties and responsibilities section are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Requires a high school diploma or equivalent.
LANGUAGE SKILLS
Must be able to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Also important is the ability to write occasional reports and correspondence and to speak effectively with customers or employees. Spoken fluency in Spanish is a plus.
MATHEMATICAL SKILLS
Requires the ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. The PSA must also be able to apply concepts of basic algebra and geometry as needed.
COMPUTER SKILLS
Knowledge of on-line computer systems is helpful but not required for successful completion of the PSA job responsibilities and assignments. Basic keyboarding skills are also beneficial for efficiency.
REASONING ABILITY
Must be able to communicate and assist in the resolution of practical problems dealing with a variety of concrete variables in situations where only limited standardization exists. The position also requires the ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to talk or hear. The employee is frequently required to stand, walk, sit, use their hands to handle or feel, reach with their hands and arms while balancing, routinely lift 50-75 lbs, and climb ladders.
WORK ENVIRONMENT
The characteristics of the work environment described here are representative of those an employee would encounter while performing the essential functions of this job. The employee may be exposed to wet and/or humid conditions, as well as outside weather conditions during the performance of the job responsibilities. The employee may also be required to move mechanical parts and may be exposed to materials as described in MSDS documents.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions upon request.
$22k-33k yearly est. Auto-Apply 11d ago
Part Time (20 Hours) Associate Banker, Ocean Blvd and Monterey Rd Branch, Stuart, FL
Jpmorgan Chase Bank, N.A 4.8
Finance service representative job in Stuart, 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
$33k-81k yearly est. 7d ago
Service BDC Representative
Myers Auto Group 4.3
Finance service representative job in West Palm Beach, FL
About Us:
Land Rover Palm Beach is a leading automotive dealership committed to delivering exceptional customer service and vehicle care. We take pride in fostering a dynamic work environment that values teamwork, innovation, and professional growth. We are currently seeking a highly motivated and customer-focused Service Business Development Center Representative (BDCR) to join our growing team.
Position Overview:
As a Service BDCR, you will play a key role in driving service department growth by engaging with current and potential customers, scheduling service appointments, and following up on leads. Your efforts will directly support service team productivity, customer retention, and dealership success.
Qualifications
Key Responsibilities:
Proactively contact existing and prospective customers via phone, email, text, or CRM to schedule service appointments.
Respond promptly to inbound inquiries regarding vehicle maintenance and repair services.
Follow up on declined service recommendations and missed appointments.
Maintain detailed records of customer interactions and appointments in the CRM system.
Collaborate with the service advisors and management to optimize scheduling and improve the customer experience.
Assist with promotional campaigns, appointment reminders, and customer satisfaction follow-ups.
Achieve or exceed daily and monthly contact and appointment goals.
Qualifications:
Prior experience in a customer service, sales, or call center environment (automotive industry preferred).
Strong communication and interpersonal skills.
Highly organized with the ability to manage multiple tasks and deadlines.
Proficient in using CRM systems and Microsoft Office Suite.
Friendly, energetic, and persuasive personality with a strong customer-first attitude.
Bilingual skills are a plus.
What We Offer:
Competitive compensation with performance-based incentives.
Health, dental, and vision insurance.
401(k) retirement plan.
Paid time off and holidays.
Ongoing training and career advancement opportunities.
Positive, team-oriented work environment.
EOE/DFWP
$23k-39k yearly est. 20d ago
Customer Service Representative
Minuteman Press 4.4
Finance service representative job in Port Saint Lucie, FL
We are seeking a Customer ServiceRepresentative to join our team in our print shop. In this role, you will communicate with customers to identify their printing needs, process print requests, escalate complaints, and provide helpful solutions that ensure they have a great customer service experience with our company. Print shop experience preferred. Applicant must have experience working with Microsoft Office (word, excel outlook). Must be able to create a pleasant and positive environment for our customers with good phone skills. We are a fast paced, deadline oriented environment. Hours are Monday-Friday 9-5. If you are dependable please email resume.
Qualifications
High school diploma/GED
Previous experience as a Customer ServiceRepresentative or in a similar role is preferred
Comfortable using computers and customer management software
Excellent phone and verbal communication skills
Understanding of active listening techniques
Ability to work well under pressure
Highly organized with the ability to prioritize projects and manage time effectively
$22k-30k yearly est. 16d ago
Licensed Insurance Customer Service Rep
C. Peduto Insurance Agency, Inc.
Finance service representative job in Palm Beach Gardens, FL
Job Description
Welcome to C. Peduto Insurance Agency, Inc., where we're more than just an insurance agency we're a dedicated team serving the Palm Beach Gardens community with care and expertise. We believe that exceptional customer service is the foundation of trust, and we're looking for someone who shares that passion. If you thrive on making a real difference for people and enjoy building lasting connections, you'll feel right at home here. As our Licensed Insurance Customer ServiceRepresentative, you'll be the friendly voice and knowledgeable guide for our clients, ensuring they receive the support and attention they deserve. You'll play a crucial role in helping us protect what matters most to them. We foster a warm, supportive atmosphere where your contributions are valued, and you're encouraged to grow. Come join us and be part of an agency that truly puts its clients first!
Base Salary is $45,000-$65,000 Commissions and Bonuses on top
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Health Insurance
Mon-Fri Schedule
Hands on Training
Evenings Off
Career Growth Opportunities
Responsibilities
Serve as the primary point of contact for policyholder inquiries, providing clear and helpful information.
Process policy changes, renewals, and endorsements accurately and efficiently.
Assist clients with billing inquiries and payment processing.
Support the sales team by preparing quotes and providing policy details.
Build and maintain strong, positive relationships with our valued clients.
Adhere to agency procedures and insurance regulations.
Requirements
Valid Florida 440 or 220 Insurance License
Prior experience in an insurance customer service role.
Prior Homeowner Insurance Experience
Excellent communication skills, both written and verbal.
Proficiency with agency management systems and standard office software.
A genuine desire to help people and build positive relationships.
Ability to manage multiple tasks and prioritize effectively.
$45k-65k yearly 4d ago
Customer Service Rep(03251) - 123 SW Cashmere Blvd
Domino's Franchise
Finance service representative job in Port Saint Lucie, FL
Dominos is a brand of honesty, transparency and accountability! We want exceptional people like you to join our team! We have continued to prove we “Put our People First” by making sure our work environment is safe and provides stability for you as a team member.
Why work for us:
• Schedule - We offer flexible scheduling
• Perks - Discounts on menu items, safe work environment, & opportunities for growth
Job Description
Dominos Customer Service Reps perform customer service duties and pizza making duties. They are responsible for providing quality customer service as well as making our delicious food with pride.
Qualifications
Must be 16 years of age or older
Excellent Customer Service Skills
Ability to operate store technology
Ability to assist store operations
Demonstrates ability to maintain food and team member safety
Additional Information
WORK CONDITIONS
Exposure to
Varying and sometimes adverse weather conditions when removing trash and performing other outside tasks.
In-store temperatures range from 36 degrees in cooler to 90 degrees and above in some work areas.
Sudden changes in temperature in work area and while outside.
Fumes from food odors.
Exposure to cornmeal dust.
Cramped quarters including walk-in cooler.
Hot surfaces/tools from oven up to 500 degrees or higher.
Sharp edges and moving mechanical parts.
Senses
Talking and hearing on telephone.
Near and mid-range vision for most in-store tasks.
Depth perception.
Ability to differentiate between hot and cold surfaces.
Temperament
The ability to direct activities, perform repetitive tasks, work alone and with others, work under stress, meet strict quality control standards, deal with people, analyze and compile data, make judgments and decisions.
Physical Requirements; including, but not limited to the following:
Standing
Most tasks are performed from a standing position.
Walking
For short distances for short durations.
Surfaces include ceramic tile "bricks" with linoleum in some food process areas. Height of work surfaces is between 36" and 48".
Sitting
Paperwork is normally completed in an office at a desk or table.
Drivers sit in their vehicles while conducting deliveries
Lifting
Deliveries may include cases of ingredients and supplies weighing up to 50 pounds with dimensions of up to 3' x 1.5'.
Cases are usually lifted from floor and stacked onto shelves up to 72" high.
Carrying
Occasionally, pizza sauce weighing 30 pounds is carried from the storage room to the front of the store.
Trays of pizza dough are carried two at a time over short distances, and weigh approximately 12 pounds per tray.
Pushing
To move trays which are placed on dollies. A stack of trays on a dolly is approximately 24"- 30" and requires a force of up to 7.5 pounds to push.
Trays may also be pulled.
Climbing
Team members must infrequently navigate stairs or climb a ladder to clean ceiling tiles, wash walls, and occasionally perform maintenance if needed.
Stooping/Bending
Forward bending at the waist is necessary at the pizza assembly station.
Toe room is present, but workers are unable to flex their knees while standing at this station.
Duration of this position is approximately 30 - 45 seconds at one time, repeated continuously during the day.
Forward bending is also present at the front counter and when stocking ingredients.
Crouching/Squatting
Performed occasionally to stock shelves and to clean low areas.
Reaching
Reaching is performed continuously; up, down and forward.
Workers reach above 72" occasionally to turn on/off oven controls, change prices on sign, and lift and lower objects to and from shelves.
Workers reaching down to perform such tasks as scooping cornmeal from a plastic barrel, or washing dishes.
Workers reach forward when obtaining topping ingredients, cleaning work surfaces, or answering phones.
Hand Tasks
Eye-hand coordination is essential. Use of hands is continuous during the day.
Frequently activities require use of one or both hands.
Shaping pizza dough requires frequent use of forearms and wrists.
Workers must manipulate a pizza peel when removing pizza from the oven, and when using a pizza cutter.
Frequent and/or forceful pinching is required in the assembly of cardboard pizza boxes.
Team Members must be able to grasp cans, the phone, the pizza cutter and pizza peel, and pizza boxes.
Machines, Tools, Equipment, Work Aids
Team Members may be required to utilize pencils/pens, computers, telephones, calculators, hair nets, aprons, gloves, pizza cutter and pizza peel.
Advancement
Many team members began their careers as delivery drivers and today are successful Domino's franchise owners. All positions from customer servicerepresentative to management, General Manager to Supervisor or Franchisee, Dominos offers a world of opportunity.
DIVERSITY
Our mission is to recognize, appreciate, value and utilize the unique talents and contributions of all individuals. To create an environment where all team members have the ability reach their highest potential.
Summary Statement
We take pride in our team members and our team members take pride in Domino's Pizza! Being the best pizza delivery company in the world requires exceptional team members working together. At Domino's Pizza, our people come first!
$23k-31k yearly est. 6d ago
Financial Services Representative State Farm Agent Team Member
Veronica Mitchell-State Farm Agent
Finance service representative job in Palm Beach Gardens, FL
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm insurance and financialservices products.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs required by the agent.
Competencies Expected for This Role
Enthusiastic and motivated to assist customerswith insurance and financialservices to help them manage the risks of everyday life, recover from the unexpected, and realize their dreams.
As an Agent Team Member, you will receive...
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
Additional Desired Abilities/Competencies
People-oriented
Self-motivated
Dedicated to customer service
Ethical and Honest
Ability to work in a team environment
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
This position will be with a State Farm independent contractor agent, not with State Farm Mutual Automobile Insurance Company ("State Farm"). Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs required for the position sought. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
State Farm Insurance is an equal opportunity employer.
$25k-40k yearly est. 6d ago
Financial Service Representative
The Check Cashing Store
Finance service representative job in West Palm Beach, FL
Are you a dynamic and driven sales professional?
If so, The Check Cashing Store wants you to join our team.
In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals.
What we offer:
Market competitive hourly pay rates
Earn a percentage of the store's profits for exceeding company targets
Other benefits include:
Comprehensive medical/dental benefits
Paid Time Off
401K with company match
Tuition assistance
Career development
Branch Location: 1990B North Military Trail
During a typical day, you will:
Deliver results on branch profitability goals
Provide a quality customer experience through efficient execution of all customer transactions
Determine customers' needs and provide them with solutions that satisfy those needs
Handle cash and accurately enter transactions into the system
Contact customers over the phone with past due balances and negotiate payment terms and schedules
Complete all documentation accurately
Follow safety, security, and compliance requirements
Successful candidates will:
Be sales driven
Have a minimum of one year of financialservices and or sales experience
Have a passion for customer service
Have previous cash-handling experience
Have a high school diploma or equivalent
#SJ
About us:
Momentum FinancialServices Group is a top financialservices provider in North America
We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store
We offer access to cash and related financial products to help customers achieve their financial goals
We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store
We value:
Employees who are committed to continuously improving their performance and achieving new levels of success
Recognizing our employees for their achievements and developing them to be future leaders
Diversity is an essential element for the success of our business
Giving back to our local communities through annual contributions to charities and non-profit organizations
Next Steps:
Apply now to be considered for this opportunity!
About The Check Cashing Store - Our Commitment to Responsible Innovation
At The Check Cashing Store, we are committed to building innovative solutions grounded in ethical, transparent, and responsible use of data and technology. Aligned with the principles outlined in Canada's Artificial Intelligence and Data Act (AIDA), we take a proactive approach to ensuring that any AI or data-driven systems we use are safe, fair, and accountable.
We prioritize strong data governance, clear communication around how systems work, and safeguards that reduce risks and protect individuals. Our focus is on developing tools and processes that promote equity, reliability, and trust, supported by ongoing monitoring and continuous improvement.
Joining The Check Cashing Store means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.
$25k-40k yearly est. Auto-Apply 23d ago
Customer Service Representative
Fyzical Therapy and Balance Centers 3.7
Finance service representative job in Stuart, FL
Job DescriptionIf you have a passion for helping others and enjoy interacting with the general public, FYZICAL, the leading physical therapy company in the country, has a Customer ServiceRepresentative opening in Stuart, FL, that is a perfect fit for you!
As the first and last person our amazing clients see when they enter and leave our cutting-edge facility, your role as Customer ServiceRepresentative is central to our daily operations. Here, you will join a champion team that works together to help grateful patients get back to the lives they love. We are committed to changing the PT industry by creating non-traditional, individualized treatment plans and want you along on that important journey. As part of the FYZICAL family, you can take advantage of advancement opportunities, state-of-the-art technology and grow your career under a practice leader who is fully invested in you.
This excellent opportunity will not last long! Apply for FYZICAL's Customer ServiceRepresentative job opening today!
Are you looking to join an innovative company where you can establish yourself and advance your career as part of a top-rated team? If so, you should consider our Customer ServiceRepresentative position in Stuart, FL!
We are an innovative physical therapy facility that bypasses traditional approaches to care. We work together, using the most modern technology and cutting-edge tools to provide our patients with the individualized care they need and deserve. As our Customer ServiceRepresentative, you will enjoy the easy flow of a supportive team that succeeds together. You also will have the chance to access our unparalleled continuing education opportunities, opening the door to further career growth.
Start down your exciting career path today by applying for our Customer ServiceRepresentative job opening!Responsibilities
Handle patient scheduling, appointments, multi-phone line
Gather new patient data; keep track of all patient referrals
Disseminate information to patients; act as a go-between for patients and physicians
Send and keep a log of all reports sent to doctors
Collect all payments; insurance verification
Collect/open mail; distribute mail to proper areas/people
Send benefits paperwork to billing companies
Handle all scheduling and ensuing communication
Answer phones, act as a patient liaison, answer any questions from potential or current patients
Schedule patients; coordinate evaluations, re-evaluations, appointment reminders and cancellations
Collect new patient intake information; track all clinic referrals
Fax reports to physicians; keep a log of incoming reports
Verify Insurance and track insurance-covered visits; take copayments
Check mail; keep track of Explanation of Benefits sent from mail and fax to billing company
Communicate with the office manager and clinicians about scheduling/patient arrival
Required Skills
High school diploma or equivalent
Valid driver's license and reliable transportation
Great communicator and multitasker, detail-oriented
Positive attitude, good work ethic, integrity and empathetic toward people that are in pain
H.S. graduate or GED certificate
Up-to-date DL and a dependable vehicle
Excellent at handling details, communicating and multitasking
Great demeanor, strong integrity and compassion
$22k-31k yearly est. 4d ago
Customer Service Representative - State Farm Agent Team Member
Phil White-State Farm Agent
Finance service representative job in Stuart, FL
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
I opened my agency in 2000, and today I lead a dedicated team of three, with plans to grow by adding two or three more talented individuals. Before opening my agency, I worked as an Agency Manager and previously in Claims, so I bring a deep understanding of the business from multiple sides. State Farm has truly been part of my life from the very beginning my father was also an agent, and that family legacy continues to drive my passion for helping people protect what matters most.
Community involvement is a huge part of who we are. Im an active member of the Kiwanis Club and regularly participate in volunteer events aimed at strengthening and supporting our local community. We believe that being a good neighbor goes far beyond insurance its about making a lasting impact where we live and work.
We also strive to create a positive and supportive office culture. We offer perks like casual Fridays, a once-a-month Early Out Day (where the team wraps up at 2 PM), and a work environment that values strong communication, collaboration, and genuine care for others. We pride ourselves on delivering high-level customer service, building relationships that last, and focusing on people not just policies.
If youre looking for a career where you can make a difference, grow with a supportive team, and build lasting relationships, this could be the perfect place for you.
ROLE DESCRIPTION:
As a Customer ServiceRepresentative - State Farm Agent Team Member with Phil White - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
$23k-31k yearly est. 16d ago
Financial Services Representative - State Farm Agent Team Member
Kelly Hagar-State Farm Agent
Finance service representative job in Jupiter, FL
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
About Us:
At [Your State Farm Agency Name], we are dedicated to helping our clients protect what matters most and build a secure financial future. As a trusted State Farm agency, we offer comprehensive insurance and financialservices, including personalized investment planning. Join our team and make a meaningful impact on the financial well-being of our community.
Position Overview:
We are seeking a motivated and knowledgeable Investment Planner to join our team. In this role, you will work closely with clients to assess their financial goals, develop investment strategies, and provide ongoing portfolio management. You will serve as a trusted advisor, helping clients make informed decisions to grow and protect their wealth.
Key Responsibilities:
Conduct financial needs assessments to understand client goals, risk tolerance, and investment preferences.
Develop personalized investment plans and recommend suitable financial products, including mutual funds, annuities, retirement accounts, and other securities.
Provide retirement planning advice and help clients prepare for long-term financial security.
Monitor and manage client investment portfolios, making adjustments as needed based on market conditions and client objectives.
Educate clients on investment options, market trends, and financial concepts.
Ensure compliance with all regulatory requirements and State Farm policies.
Build and maintain strong client relationships through regular communication and portfolio reviews.
Collaborate with other agency team members to deliver comprehensive financial solutions.
Qualifications:
Experience in Finance, Business, Economics, or related field preferred.
Series 6 and Chfc or 65 preferred
State insurance licenses required or ability to obtain.
Strong knowledge of investment products, financial markets, and retirement planning.
Excellent communication, interpersonal, and client service skills.
Detail-oriented with strong analytical and problem-solving abilities.
Ability to work independently and as part of a team.
What We Offer:
Competitive compensation with commission opportunities.
Ongoing training and professional development.
Supportive team environment and career growth opportunities.
The chance to make a positive impact on clients financial futures.
$25k-40k yearly est. 1d ago
Customer Service/ CSI Representative
Napleton Corporate BDC
Finance service representative job in West Palm Beach, FL
The Ed Napleton Automotive Group is looking for our next Customer Service/CSI Representative. This is an exciting opportunity in a growing, fast-paced industry.
Located at Napleton's West Palm Beach location, the Customer Service/CSI Representative is responsible for assisting the company to obtain guest feedback on manufacturer surveys and to follow up to help address and resolve opportunities and grow top tier results and service experiences.
Take advantage of this rare opportunity to join one of the country's largest and most successful automotive dealership groups and Apply Today!
The Ed Napleton Automotive Group is affiliated with over 25 brands of new vehicles and 50+ dealerships throughout seven states. Our strength comes from the more than 3,500 employees nationwide. We are currently the tenth largest automotive group in the country, providing incredible growth opportunity.
What We Offer:
Competitive compensation plans- opportunity to earn $3,000-$4,000 per month!
Monday-Friday 8:30am -5:00pm
Family Owned and Operated - 90+ years in business!
Medical, Dental, and Vision Insurance
401K and additional benefits
Paid Vacation and Sick time
Paid Training
Discounts on products, services, and vehicles
Growth opportunity and career path to Service Advisor, Service Manager, Regional Fixed Operations
Job Responsibilities:
Download and create reports from manufacturer surveys
Reviews Survey feedback with Manager
Follow up with guest on incomplete surveys to build survey response
Follow up with guest in partnership with leadership to address and resolve any concerns
Job Requirements:
High school diploma or equivalent
2+ years of Automotive Dealership experience
CDK experience preferred
Excellent oral communication skills.
Ability to communicate customers' interests needs and requests to management and sales personnel.
18+ years of age or older to comply with the company driving policy
We are an equal opportunity employer and prohibit discrimination/harassment 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
$3k-4k monthly Auto-Apply 59d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Port Saint Lucie, FL?
The average finance service representative in Port Saint Lucie, FL earns between $21,000 and $49,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Port Saint Lucie, FL