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Leeds Professional Resources 4.3
Finance service representative job in Tampa, FL
FLSA STATUS: Not-Exempt
About Leeds Resources:
At Leeds Professional Resources, our priority is client and candidate customer service. We want our clients to feel that they have received the best customer service experience from start to finish of the recruitment process.
We pride ourselves on taking the time to understand the client's business and the challenges that an organization incurs on a daily basis.
About our Client
Our client is a reputable resource center for senior citizens and is committed to excellence for their client base. Their staff of professionals work closely with seniors, their families, and help to identify and locate any services they need.
The team is looking to add an additional Medical Customer ServiceRepresentative to the growing team. This role is a temp to perm role (Pending performance). This role is an hourly based position and will be eligible for overtime payment.
Job Qualifications:
Bilingual in English and Spanish
Bachelors Degree; or Associate Degree and two (2) years of experience; or High School Graduate or Equivalent and four (4) years of experience
Successful completion of applicable background screening required
$20k-29k yearly est. 2d ago
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Dispatcher / CSR
Fox Service Company 4.0
Finance service representative job in Clearwater, FL
FAST of Florida is seeking a Dispatcher/Customer ServiceRepresentative to join our growing team!
The Customer Appointment Specialist creates and organizes service appointments efficiently and assures that all customer commitments are met while providing high-level service and a top-notch customer experience. We are looking for upbeat, empathetic sales-minded appointment setters who have a strong desire to ensure excellent customer experiences and be part of a winning team!
As a Dispatcher/Customer ServiceRepresentative, your essential responsibilities will include but are not limited to:
Provide top-notch customer service to both internal and external customers.
Take incoming customer calls.
Schedule work for all service lines (HVAC, Electrical & Plumbing)
Prioritize calls according to urgency and importance (emergency vs non-emergency).
Maintain the dispatch board.
Inform customers of the progress of service operations while ensuring that Technicians operate in a cost-effective fashion.
Ensure Technicians are on route and show up on time.
Verify Technicians have included photos, notes, and adequate detail in work orders.
Daily follow-up on assigned service line.
Administer proposals/quotes in a timely manner (within 24 hours). Work with department manager to ensure more complex quotes are issued on time and accurately.
Courtesy call all residential customers once work is completed to ensure customer satisfaction. Send online review requests after courtesy call is completed and all issues are resolved.
Take part in the Saturday rotation and closing shifts.
Ensure all jobs are closed out accurately and in a timely fashion.
Qualifications:
High School Diploma or GED required. Experience in large service operations preferred.
Advanced customer service skills required.
Excellent time management and organization skills.
Proven ability to handle multiple projects and meet deadlines. Must be able to multi-task.
Excellent written and oral communication skills
Strong organizational, problem-solving, and analytical skills
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
Strong interpersonal skills.
Ability to deal effectively with a diversity of individuals at all organizational levels.
Good judgement with the ability to make timely and sound decisions.
Creative, flexible, and innovative team player.
Ability to work under high pressure effectively and maintain positive attitude.
$23k-31k yearly est. 5d ago
Customer Service Representative
Prokatchers LLC
Finance service representative job in Tampa, FL
Prior contact center experience and inbound phone calls case management. Calls can be related to pay inquires, LOA, etc
Use of case management software and call management software preferred. They use ServiceNow for Case Management.
Answer and field all types of calls that come in - provide assistance and/or direction.
Provide One HR expertise and support to the HR community and employees
$24k-32k yearly est. 1d ago
Assistant Service Rep
Great Bay Distributors 4.5
Finance service representative job in Saint Petersburg, FL
Full-time Description
Summary: To provide each account with reliable and efficient delivery through the Great Bay service call.
Essential Duties and Responsibilities
Execute product freshness and rotation standards and communicate any potential problems to the account manager.
Provide customers with reliable and efficient delivery through Great Bay structured service call.
Monitor competitive activity on a daily basis and provide sales management accurate information.
Walk safety circle and perform pre-trip inspection, and follow checkout and check-in procedures in accordance of company policies.
Notify account manager of any accounts unable to be serviced.
Complete all sales tickets, settlement sheets, and related paperwork neatly/accurately.
Honor all business commitments to customers.
Assist with the building of displays.
Follow and execute the Great Bay standard service call.
Compliance with all Equal Employment Opportunity rules and guidelines.
Ability to cooperate with others as needed to complete job tasks.
Ability to appear at work as scheduled, mindful of the company's attendance policies.
Must be able to safely drive and maneuver a 40' semi-tractor trailer.
Must be able to operate an electric pallet jack.
Follow check-in and checkout procedures.
Honor all business commitments to accounts.
Merchandises palletized delivery.
Assists in building displays, maintaining rotation, stock coolers, and maintain existing displays.
Drive vehicle safely, courteously, and obey all traffic regulations.
Weekend pull-up as needed.
Ability to appear at work as scheduled, mindful of the company's attendance policies,
While on duty and in uniform, Merchandisers represent Anheuser - Busch and Great Bay. They must relate well with retail customers and the public.
Rotate all products according to Greta Bay and Anheuser - Busch standards.
Perform Structured Service Call completely at each assigned stop. This includes but is not limited to:
counting truck load
unloading product from trucks
stacking and loading product on hand trucks/breakdowns
pushing/pulling loaded hand trucks/breakdowns into retail accounts from parking lots
checking in product
navigating hand trucks/breakdowns inside customer locations
unloading and unpacking products
affixing price stickers to products
filling all retail slots and displays with product in proper rotation
neatly stocking product in customers' back stock storage
discarding any and all trash, flats and cartons
collect and accurately count and check in any payments for product delivered
Competencies:
Communication
Ethical Practice
Relationship Management
Secondary Duties
Attend all required company meetings
Merchandisers must follow all company policies and procedures, must comply with State beverage regulations and Great Bay's safety program
Keep Company provided vehicle clean
Must follow instruction
Other duties as assigned
Must be adaptable to change, this is including, but not limited to: daily schedule or route, working hours, weekly schedule, Team leader, etc.
Requirements
Knowledge/Skills and Abilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to fill out work orders and other correspondence. Ability to speak effectively with groups of customers. Obtain Pallet Jack training and certification.
Customer Service Skills:
Ability to relate well with co-workers, supervisors, customers and the general public.
Certificates, Licenses, Registrations:
Current valid Class “A” Florida Drivers' License. This license must comply with our insurance carrier's guidelines for an acceptable, insured driver. Ability to obtain a Class “A” CDL. Maintain Medical DOT card.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to reach, climb or balance. The employee is frequently required to stand, walk, sit, use hands, talk and hear. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must constantly lift and/or move 25 pounds and occasionally lift and/or move up to 171 pounds. The employee must occasionally pull and/or push up on a loaded 2/4 wheel hand truck on uneven surfaces and up delivery ramps.
Working Conditions:
The employee is regularly exposed to outside weather conditions. The employee is frequently exposed to extreme cold while merchandising and rotating products in coolers.
Other Duties:
Please note this is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Management reserves the right modify this job description at any time.
Salary Description $1,049/weekly
$1k weekly 60d+ ago
Trader
Sherwood Lumber Corporation 3.8
Finance service representative job in Tampa, FL
Job Description
We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country.
SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades.
DUTIES AND RESPONSIBILITIES:
· Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily.
· Sources new sales opportunities through inbound and outbound prospecting calls and emails.
· Understands accounts, identifies key players and generates interest.
· Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth.
· Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements.
· Prepares and sends valuable offers daily.
· Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers.
· Executes timely and accurate trades based on market data, movement and prices.
· Provides competitive market intelligence and insights to prospects and customers.
· Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis.
· Purchases product for various types of sales.
· Handles inbound calls and provides callers with product and service information.
· Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
· Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required.
· Maintain and review sales and profit goals on a regular basis
· Participates in daily sales meetings and other various team meetings.
· Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members.
· Attends outings, shows and conventions as directed by management.
· Submits customer sponsorship requests to management in a timely manner.
· Provides management with suggestions that will improve our company.
· Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions.
· Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs.
· Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
· This job has no supervisory responsibilities.
QUALIFICATIONS:
· Computer skills required: Microsoft Office Suite
o 4+ years' experience in sales or a related field (experience in building materials a plus).
o Excellent written and oral communication skills.
o Strong team player, work ethic and commitment to job.
o Excellent interpersonal skills.
o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers.
o Ability to multi-task in a fast-paced environment.
o Ability to work closely with peers on team orientated goals.
o Ability to follow company directives and instruction.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Occasionally required to stand.
Occasionally required to walk.
Continually required to sit.
While performing the duties of this job, the noise level in the work environment is usually quiet and moderate.
The employee must occasionally lift and/or move up to 10 pounds.
$55k-97k yearly est. 28d ago
Associate Banker-Community Development Banking- Associate
JPMC
Finance service representative job in Tampa, FL
Become an integral part of a team that proudly supports vibrant and diverse neighborhoods by providing loans, investments, and services for low- and moderate-income households and communities nationwide!
J.P. Morgan Chase's Community Development Banking (CDB) business is a national leader in community development finance for affordable housing and economic development projects. With our resources, CDB offers financing for projects of any size and complexity, including construction financing, bridge loans, acquisition loans, letters of credit to support bond transactions, and long-term permanent financing for Low Income Housing Tax Credit developments and bond purchases. CDB's clients include for-profit and not-for-profit developers, government entities engaged in housing and economic development, and community-based organizations.
As a Community Development Banking Senior Associate within our Commercial Real Estate team, your initial responsibility will be to provide support and assistance in the underwriting and approval process for acquisition, construction, and/or permanent loans sourced by senior banker colleagues. You will report to a CDB Banker, but will support all members of the Tampa team.
Job Responsibilities
Work with the team of Originating Bankers to gather all project related documentation, prepare credit committee pitch packages, Letters of Interest, and Term Sheets. Duties will include analysis and adjustment, as necessary, of development budgets, operating statements, rent schedules, construction flow of funds, relevant personal and corporate financial statements, operating statements, market studies and other third-party reports.
Work collaboratively with the assigned underwriter through the credit approval process, including closing calls, due diligence collection, and internal reporting requirements.
Review legal documentation associated with the transaction prior to closing to determine accuracy of information and consistency with the terms of credit approval.
Assist in handling client meetings and/or calls related to specific financings, and attend JPM Chase sponsored events and other affordable housing industry events, both during and after business hours.
Maintain awareness of construction progress (appropriateness of draw requests, adequacy of debt and equity sources, time delays, cost overruns, usage of contingency funds, potential negative equity adjusters, and compliance with loan documents).
Required Qualifications, Skills and Capabilities:
2.5+ years' experience in the financing of commercial real estate transactions including familiarity with the financing of mixed income and affordable housing development projects.
Experience with Federal, State and Local Affordable Housing/LIHTC financing programs required
BA/BS degree
Ability to interact favorably in person and on the telephone with prospects, clients, consultants, government agency staff, and legal counsel
Ability to work as a member of a team and adjust priorities as necessary to achieve team, as well as individual, goals
Excellent written and verbal communication skills
Strong PC skills; proficient in MS Word, Excel, PowerPoint, and Outlook
Limited travel is required, occasionally overnight
Preferred Qualifications, Skills and Capabilities:
Formal bank credit training
Knowledge of standard bank credit policies and loan administration procedures
$74k-146k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
Amerivet 3.6
Finance service representative job in Tampa, FL
About us:
At Animal Doctors of South Tampa, we believe that thriving teams build thriving communities. We are a walk-in only clinic serving the Tampa Bay area delivering wellness and vaccination care, critical care, dentistry and advanced surgery. When you join us, you're stepping into a career with a mission and purpose - and not just a job. Your work helps deliver essential high-quality care for the pets and families who count on us.
As a veterinary professional at Animal Doctors of South Tampa, you can expect the freedom to do your best work with the tools and resources to support your career growth. Plus, you'll have a full network of support-from local team leaders, veterinary experts, and a dedicated Support Center that's here to help.
Your voice matters here. Your work has a purpose, and we're here to help you grow in a way that feels meaningful for you, your team, and the pets and clients in the community around you.
Job Summary:
As our clients' first and last point of contact, the Client ServiceRepresentative (CSR) is vital in consistently delivering an exceptional client experience. To provide an exceptional experience, a CSR manages appointments, answers calls, processes patient information, and ensures seamless communication between clients and our medical team. Through our tech systems, you'll help streamline processes, enhance client access to care, and create a welcoming environment for pets and their owners.
Key Responsibilities:
Client Communication & Scheduling:
· Answer calls and emails promptly with professional, friendly service
· Schedule appointments based on client needs and veterinarian availability, including forward booking
· Use technology to send appointment reminders, confirmations, and follow-up messages to keep clients informed and their pets' care on track
· Make outbound calls to re-engage lapsed clients and encourage them to schedule appointments
Client Relations & Service:
· Greet clients warmly and ensure a positive experience throughout their visit
· Use active listening to gather important medical information and triage inquiries, directing more complex questions to the medical team
· Demonstrate empathy in all interactions, especially when dealing with upset or emotional clients, while maintaining a calm and professional demeanor
· Promote current promotions and campaigns, keeping clients informed about special offers, services, and initiatives
Managing Patient Information & Technology:
· Update client and patient records in our practice management system with accuracy and efficiency
· Process billing transactions, including credit card payments, digital payments, financing options, and insurance claims
· Maintain organized records of client communications and appointments to streamline operations
Support the Medical Team & Practice Operations
· Provide clients with accurate post-visit instructions, including medication schedules and follow-up care
· Help maintain a clean, organized reception area and assist with daily practice operations as needed
· Inform clients about the services offered, preventive care options, and how they can conveniently book appointments online or shop for pet products through our online store
Qualifications:
· Previous customer service and veterinary experience required
· Able to work rotating Saturday's
· Excellent communication skills and a strong desire to provide compassionate, client-focused service
· Basic proficiency with technology, including scheduling software and online communication platforms
· Strong organizational skills and the ability to handle multiple tasks efficiently, even during busy periods.
Working Conditions:
· Must be able to work in a fast-paced, dynamic environment.
· Occasional lifting up to 40 pounds independently and physical tasks may be required
At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities.
Here's what you can expect when you join our team:
Tailored development programs, mentorship, and career pathing to help you achieve your unique goals.
Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being.
Health, dental, vision, life insurance, and mental health resources to support your overall well-being.
Generous paid time off and holidays, because your personal time matters.
A supportive, collaborative environment where everyone feels a sense of belonging.
Please note: Any Benefits listed above apply to full-time employees.
At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
$23k-32k yearly est. Auto-Apply 2d ago
Associate Banker-Community Development Banking- Associate
Jpmorganchase 4.8
Finance service representative job in Tampa, FL
Become an integral part of a team that proudly supports vibrant and diverse neighborhoods by providing loans, investments, and services for low- and moderate-income households and communities nationwide!
J.P. Morgan Chase's Community Development Banking (CDB) business is a national leader in community development finance for affordable housing and economic development projects. With our resources, CDB offers financing for projects of any size and complexity, including construction financing, bridge loans, acquisition loans, letters of credit to support bond transactions, and long-term permanent financing for Low Income Housing Tax Credit developments and bond purchases. CDB's clients include for-profit and not-for-profit developers, government entities engaged in housing and economic development, and community-based organizations.
As a Community Development Banking Senior Associate within our Commercial Real Estate team, your initial responsibility will be to provide support and assistance in the underwriting and approval process for acquisition, construction, and/or permanent loans sourced by senior banker colleagues. You will report to a CDB Banker, but will support all members of the Tampa team.
Job Responsibilities
Work with the team of Originating Bankers to gather all project related documentation, prepare credit committee pitch packages, Letters of Interest, and Term Sheets. Duties will include analysis and adjustment, as necessary, of development budgets, operating statements, rent schedules, construction flow of funds, relevant personal and corporate financial statements, operating statements, market studies and other third-party reports.
Work collaboratively with the assigned underwriter through the credit approval process, including closing calls, due diligence collection, and internal reporting requirements.
Review legal documentation associated with the transaction prior to closing to determine accuracy of information and consistency with the terms of credit approval.
Assist in handling client meetings and/or calls related to specific financings, and attend JPM Chase sponsored events and other affordable housing industry events, both during and after business hours.
Maintain awareness of construction progress (appropriateness of draw requests, adequacy of debt and equity sources, time delays, cost overruns, usage of contingency funds, potential negative equity adjusters, and compliance with loan documents).
Required Qualifications, Skills and Capabilities:
2.5+ years' experience in the financing of commercial real estate transactions including familiarity with the financing of mixed income and affordable housing development projects.
Experience with Federal, State and Local Affordable Housing/LIHTC financing programs required
BA/BS degree
Ability to interact favorably in person and on the telephone with prospects, clients, consultants, government agency staff, and legal counsel
Ability to work as a member of a team and adjust priorities as necessary to achieve team, as well as individual, goals
Excellent written and verbal communication skills
Strong PC skills; proficient in MS Word, Excel, PowerPoint, and Outlook
Limited travel is required, occasionally overnight
Preferred Qualifications, Skills and Capabilities:
Formal bank credit training
Knowledge of standard bank credit policies and loan administration procedures
$33k-78k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
Copart 4.8
Finance service representative job in Tampa, FL
Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology.
The Customer ServiceRepresentative (CSR) provides exceptional customer service to internal and external customers of Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to obtain the release of vehicles that are located at body shops and/or other locations including residences. In addition to other office support functions as needed. The CSR is the face of the Company as they are often the first interaction our customers have with Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. Understanding client needs and offering solutions and support. Position may expand to include Chat and Email Customer Support. Answer and place calls in a professional manner. Measured on call quality -- (Knowledge, level of professionalism, time to place follow-up calls) Focus on a call resolution& use company resources to gather information and offer solutions to meet customer needs. Other duties as assigned.
Required Skills and Experience:
* One year of office support experience in a customer service role preferred
* High School diploma
* Excellent customer service skills and attitude
* Excellent written and verbal skills
* Proficient with office equipment
* Attention to detail
* Problem-solving
* Computer proficiency - MS Suite
* Typing speed 45WPM
* Professional appearance
* Ability to multi-task in a fast-paced environment
* Bilingual skills a plus
* Occasional overtime as needed
Pay: $18.00 - $20.29/ Hour.
Benefits Summary:
* Medical/Dental/Vision
* 401k plus a company match
* ESPP - Employee Stock Purchase Plan
* EAP - Employee Assistance Program (no cost to you)
* Vacation & Sick pay
* Paid Company Holidays
* Life and AD&D Insurance
* Discounts
Along with many other employee benefits.
At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully.
E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program:
* E-verify Participation
* Right to Work
$18-20.3 hourly Auto-Apply 7d ago
Financial Representative State Farm Agent Team Member
Jenn Rossmiller-State Farm Agent
Finance service representative job in Riverview, FL
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
*This role requires biligual Spanish* Are you a highly motivated and customer-centric individual with a passion for sales and making a positive impact? Do you thrive in a fast-paced environment where your hard work is recognized and rewarded? Look no further! Jenn Rossmiller State Farm is seeking a Sales Representative to join our dynamic and successful team.
About Us:
At Jenn Rossmiller State Farm, we take pride in being a trusted insurance agency that has been serving our community for over 20 years. Our commitment to providing exceptional customer service and comprehensive insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have access to an extensive range of insurance and financial products, allowing us to offer tailored solutions to our valued clients.
About Jenn Rossmiller
Local State Farm agent in Riverview, Florida
Providing Life Insurance in Tampa
Offering Auto Insurance in Brandon
Helping with Home Insurance
Assisting with Florida Business Insurance
Offering Health Insurance
Providing Renters and Condo Insurance
Helping with Boat and Motorcycle Insurance
Kid- & pet-friendly office!
Graduate of the University of South Carolina
Mother to an energetic daughter!
Married to a SUPER AWESOME STATE FARM AGENT!
Role and Responsibilities:
As a Sales Representative at Jenn Rossmiller State Farm, you will play a vital role in helping our customers protect what matters most to them. Your key responsibilities will include:
Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements.
Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement.
Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have.
Consultative Selling: Conducting comprehensive consultations with customers to identify their coverage needs and presenting suitable solutions in a clear and understandable manner.
Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency.
Qualifications:
To excel in this role, we are seeking candidates with the following qualifications:
Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply.
Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service.
Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients.
Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets.
Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous.
Bilingual Spanish
Licensing
Benefits
Ongoing training and development opportunities to enhance your skills and knowledge.
A supportive and collaborative team that feels like family.
Opportunities for career growth and advancement within the agency.
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
Health benefits
HOURS
8:30-5:00
$28k-52k yearly est. 11d ago
Financial Services Representative - SIE (Tampa, FL)
Morgan Stanley 4.6
Finance service representative job in Tampa, FL
Are you interested in financialservices ? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our FinancialServices team!
As an unlicensed FinancialServicesRepresentative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios.
To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses .
In This Role You Will :
Provide excellent customer service by identifying customer needs and determining the best solution for them.
Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from.
Show us your determination to drive sales by engaging customers and identifying new opportunities.
Follow processes and manage your time efficiently throughout the day.
Continually learn about investments and the financial markets to address the individual client's investment needs .
Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary.
Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important.
Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family).
Be involved in other projects and tasks (because there may be other things you can help with).
A Typical Workday as a FinancialServicesRepresentative includes :
Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests .
Following up with customers regarding outstanding account related items .
Participating in continuing education and development.
Benefits of being a Morgan Stanley FinancialServicesRepresentative
Develop a robust understanding of the financialservices industry and gain insight into one of the world's leading financial institutions .
Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning .
Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley .
Enjoy a hybrid work environment that enables employees to thrive .
Competitive base salary and a wide range of additional benefits including.
paid time off
savings programs
health care (medical, dental, vision)
insurance plans
tuition and licensing reimbursement along with student loan refinancing
fitness subsidy
401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program
family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments
generous parental leave
Commitment to Diversity and Inclusion .
Employees are encouraged to give back to your community.
.What You Bring to the Table:
You've successfully passed the Securities Industry Essentials (SIE ) Exam
A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education)
You've spent at least 2 years working in a customer-facing role
MUST be flexible to work a hybrid schedule (3 days a week in office)
Even better if you:
Have at least 2 years' experience working in a call center environment or within a financial institution
You can articulate your experience working on a team and in a highly collaborative environment
You have previously been in a role where you had to meet sales goals either through full time work or college internships
You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$38k-66k yearly est. Auto-Apply 60d+ ago
Banking Associate (Part Time 20hr) - Maximo
TD Bank 4.5
Finance service representative job in Saint Petersburg, FL
Hours: 20 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
* Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
* Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
* Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
* Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
* Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
* Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
* Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
* High school diploma or GED
* 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
* Demonstrated Customer Service skills preferred
* Ability to work during operating hours to include evenings, weekends and holidays as scheduled
* Teller experience preferred
* Required to complete Teller training and part 1 of platform training upon hire
* Strong organization skills to handle multiple tasks in a fast-paced environment
* Excellent communication skills with ability to be concise, clear and consistent
* Demonstrated effective problem-solving skills
* Demonstrated ability to schedule and prioritize work
* Demonstrated ability to work independently and within deadlines
* Sound judgment in decision making and problem solving
* Proficient in Microsoft Office
* Notary License preferred
Customer Accountabilities:
* Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
* Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
* Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
* Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
* Understands and supports the Bank's customer service strategy
* Considers the impact of decisions on the well-being of TD, its customers and stakeholders
* Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
* Ensures tasks are performed within established policy and procedures
* Successfully completes all required job specific, compliance-related training
* Understands, utilizes and follows compliance/risk and control programs
* Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
* Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
* Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
* Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
* Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
* Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
* Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
* Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
* Follows policy and procedure for Customer Authentication
* Acts as Dual Control agent when required
* Follows all required open/close procedures
Employee/Team Accountabilities:
* Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
* the team
* Be an active participant in personal performance and development activities
* Acts as a brand champion both internally and externally
* Collaborates with team members in contributing to the success of the team and organization
* Partners as a team player
* Actively seeks opportunities to improve delivery of work with high attention to quality standards
* Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
* Positively embraces change
* Adheres and participates in TD's Shared Commitments
* Models quality service at every Customer interaction
* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
* May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financialservices, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$22-27.8 hourly Auto-Apply 5d ago
Financial Services Representative - SIE (Tampa, FL)
15 Ms Investment Mgmt
Finance service representative job in Tampa, FL
Are you interested in financialservices ? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our FinancialServices team!
As an unlicensed FinancialServicesRepresentative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios.
To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses .
In This Role You Will :
Provide excellent customer service by identifying customer needs and determining the best solution for them.
Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from.
Show us your determination to drive sales by engaging customers and identifying new opportunities.
Follow processes and manage your time efficiently throughout the day.
Continually learn about investments and the financial markets to address the individual client's investment needs .
Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary.
Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important.
Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family).
Be involved in other projects and tasks (because there may be other things you can help with).
A Typical Workday as a FinancialServicesRepresentative includes :
Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests .
Following up with customers regarding outstanding account related items .
Participating in continuing education and development.
Benefits of being a Morgan Stanley FinancialServicesRepresentative
Develop a robust understanding of the financialservices industry and gain insight into one of the world's leading financial institutions .
Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning .
Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley .
Enjoy a hybrid work environment that enables employees to thrive .
Competitive base salary and a wide range of additional benefits including.
paid time off
savings programs
health care (medical, dental, vision)
insurance plans
tuition and licensing reimbursement along with student loan refinancing
fitness subsidy
401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program
family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments
generous parental leave
Commitment to Diversity and Inclusion .
Employees are encouraged to give back to your community.
.What You Bring to the Table:
You've successfully passed the Securities Industry Essentials (SIE ) Exam
A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education)
You've spent at least 2 years working in a customer-facing role
MUST be flexible to work a hybrid schedule (3 days a week in office)
Even better if you:
Have at least 2 years' experience working in a call center environment or within a financial institution
You can articulate your experience working on a team and in a highly collaborative environment
You have previously been in a role where you had to meet sales goals either through full time work or college internships
You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$26k-40k yearly est. Auto-Apply 60d+ ago
Financial Service Representative
The Check Cashing Store
Finance service representative job in Tampa, 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: 5105 E Fowler Avenue
During a typical day, you will:
Deliver results on store profitability goals
Provide a quality customer sales 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 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.
$26k-40k yearly est. Auto-Apply 19d ago
Financial Services Representative State Farm Agent Team Member
Joanne Dauphin-State Farm Agent
Finance service representative job in Pinellas Park, FL
Job DescriptionBenefits:
Simple IRA
Hiring bonus
4 day work week
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a FinancialServicesRepresentative State Farm Agent Team Member with JOANNE DAUPHIN - State Farm Agent, you will successfully market the securities & financial products that manage everyday risks. Your proficient knowledge of securities & financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant securities licenses.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
$26k-40k yearly est. 25d ago
Business Banker III (US)
TDI 4.1
Finance service representative job in Tampa, FL
Hours:
40
Pay Details:
$110,760 - $166,400 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Business Banker III services the needs of large/complex business portfolios, customizing a broad range of products and services to meet the financial needs of TD's customers. This role acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers.
The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages practical and competitive solutions that demonstrate an understanding of their financing, cash management and overall business needs to add value to the customer's portfolio.
Depth & Scope:
Highly seasoned professional role requiring substantial expertise in a customer segment or product / service line
Originates and monitors larger loans with moderate to complex credit needs and/or supports a growing Region or a Region with more complex relationships and transactions.
Accountable for sales and / or delivery of solutions across business lines and segments
Recommends best practices to improve products or services; integrates a deep understanding of target customer market and dynamics
Anticipates, identifies and interprets market trends, and applies this knowledge to serve the needs of the customers
Manages existing strategic accounts/opportunities that represent the business segments largest/most important accounts and/or takes a significant business development focuses
Solves or may lead others to solve complex problems; leads efforts to develop new product and service solutions or structure complex deals
Executes and may direct others in complex account management processes - structures sophisticated solutions and advice
Impacts a range of sales achievement for strategic accounts
Guides and influences customers and stakeholders; converts information to compelling business context and advice at increasingly senior levels
Works autonomously as the 'lead' and guides members within area of expertise
Identifies and leads problem resolution for complex requirements related issues at all levels.
Education & Experience:
4+ year degree or equivalent experience
In-depth understanding of commercial industry, business development techniques and credit decisions
Proven business development track record, with proven ability to conceptualize and implement effective new business strategies
Extensive network of outside referral sources for new business
Excellent credit and financial analysis skills
Effective negotiation skills
Customer Accountabilties:
Responsible for growth goals (loans, deposits, fees), both individually and within the team, through development of new business Customers and cross selling existing Customers as well as an established network of resources
Makes sales calls and may coordinate sales calling efforts, gather related financial and general business information as directed, coordinate financial analyses needed to make credit decisions
Contributes and/or provides recommendation to loan decision process based on evaluation of credit risk and other key factors from Credit Management
Negotiates specific terms and conditions and communicate credit decisions to prospects and Customers as directed by policy and/or credit approval
Leads all aspects of relationship management for an assigned portfolio /segment and/or geography
Delivers exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
Acts as a trusted advisor expected to meet the needs of customers by providing creative products / solutions
Actively uses sales platforms to build a robust understanding of customer / target needs, industries, and markets
Understands customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer
Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of TD customers
Develops a clear retention plan for assigned portfolio deposits and loans within the specified territory
Possesses and constantly enhances expert knowledge of the market, customers, and broader economic factors
Identifies and responds to changes in the business environment and establishing action plans to address customer issues and priorities
Identifies customer / prospect referral opportunities to internal Bank partners that meet customer needs
Develops community relationships and membership in civic and professional organizations, including active participation in networking events
Shareholder Accountabilities:
Develops/implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
Plans and executes business development activities, review and communicate results, and adjust tactics accordingly
Promotes and offers full suite of products, sales, services and banking capabilities
Assesses credit requests to determine risk and make appropriate recommendations for structuring credit deals
Contributes to credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation
Contributes to business objectives for Operational Excellence
Supports the timely and accurate completion of business processes and procedures
Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
Identifies, suggests and actively participates in process improvement opportunities
Actively manages relationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements
Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations
Ensures necessary due diligence to support the accuracy of all customer transactions / activities
Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
Employee/Team Accountabilities:
Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit
Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participates in personal performance management and development activities, including cross training within own team
Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships.
Contributes to a fair, positive and equitable environment that supports a diverse workforce
Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Continuous
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Occasional
Sitting - Continuous
Standing - Occasional
Walking - Occasional
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Never
Squatting - Occasional
Bending - Occasional
Kneeling - Never
Crawling - Never
Climbing - Never
Reaching overhead - Never
Reaching forward - Occasional
Pushing - Never
Pulling - Never
Twisting - Never
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financialservices, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$44k-74k yearly est. Auto-Apply 29d ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Sarasota, FL
Responsive recruiter
Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry.
As a FASTSIGNS Customer ServiceRepresentative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients.
The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized.
FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service.
Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center.
We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person?
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
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 franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$23k-29k yearly est. Auto-Apply 60d+ ago
Financial Services Representative State Farm Agent Team Member
George Quarterman-State Farm Agent
Finance service representative job in Bradenton, FL
Job DescriptionBenefits:
Company Team Events
401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
The G. Quarterman State Farm Agency is seeking a qualified and energetic professional for the role of FinancialServicesRepresentative. As a customer-oriented expert, you will market Life/Health/Annuity Insurance along with Investments Products to benefit the public and their families to protect their ability to create wealth.
Position Overview
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for the George Quarterman - State Farm Agency may be the career for you! Our office markets both insurance and financialservice products. We have been highly successful for over 30-years with recognition statewide and nationally. The right professional will be able to duplicate this performance, should they desire to have an opportunity to own their personal agency at some point in the future.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn new computer functions
Ability to work in a team environment
NW Mutual, New York Life, Farm Bureau, State Farm, AAA, etc. or Independent Agency Experience preferred
215 & 220 Licensing required, Series 6 preferred if possible
Bi-lingual: Spanish Preferred but optional
Our team mission is to serve our community and customer base to the fullest so that each can strive toward success and happiness. What's most important to me and my team is that we're here to help people! With over 34 years in this industry, I have built a business from nothing into an opportunity that has provided life changing events for my family. This is what I want to share with our employees who seek a better future as well.
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.
By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity.
State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$26k-40k yearly est. 14d ago
Banking Representative
Bank of Tampa 4.1
Finance service representative job in Tampa, FL
It is the goal of our Banking Representatives to provide quality exceptional service to our clients and prospective clients while operating a paying and receiving client window, balancing individual cash drawers and performing a variety of transactions including deposits, cash checks, payments, CTR preparation and client inquiries.
Primary Duties and Responsibilities
Provide outstanding client experience by maintaining a friendly, proactive attitude and a genuine willingness to assist at all times.
Serve as a positive ambassador for the bank, ensuring every interaction-internal or external-is professional, supportive, and aligned with our values.
Initiate meaningful conversations to understand client goals and confidently refer clients to appropriate partners for products and services that meet their needs, supporting both personal and bank objectives.
Develop rapport with clients by greeting them by name, understanding account details, responding promptly to inquiries, resolving issues efficiently, and demonstrating care in every interaction.
Maintain precise balancing of cash drawers in accordance with policy, promptly identify and correct discrepancies, and seek assistance for complex issues when necessary.
Process a variety of financial transactions accurately and efficiently, including deposits, withdrawals, change orders, official checks, settlement checks, and foreign currency exchanges.
Apply knowledge of bank policies and procedures and take ownership of staying current with updates and changes.
Continuously build skills through formal training and development opportunities while maintaining a strong understanding of the bank's products and services. Seek additional support when needed to enhance expertise.
Deliver clear, concise, and professional communication-both written and verbal-appropriate for a business environment.
Work as a supportive team member, fostering positive interactions with colleagues and management.
Uphold trust by safeguarding all client information and maintaining strict confidentiality.
Assist in onboarding, coaching, and mentoring new banking representatives to ensure their success.
This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Minimum Qualifications
High school diploma/GED
1 year of customer service experience in a financial institution or retail environment.
Preferred Qualifications
Experience delivering high levels of customer service and working with clients on a daily basis.
Cash handling experience
Experience working with Fiserv suite of systems.
Our Way
Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work
Make a meaningful difference in our community through our service and financial support
Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and maintain open and forthright communication with our regulators
Benefits
You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:
Eligibility for health, dental, vision, life and disability insurance coverages
Retirement Plan - 401k with matching
ESOP- Employee Stock Ownership Plan
Time away from work - vacation time, sick time and holidays
Paid parental leave
Tuition Assistance
Professional development opportunities
THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER
A DRUG FREE WORKPLACE
E-VERIFY EMPLOYER
$36k-41k yearly est. Auto-Apply 8d ago
Virtual Financial Services Advisor
Ohana Outreach Financial
Finance service representative job in Tampa, FL
Job DescriptionWork from home while developing valuable financial skills. You'll follow a clear process with leadership support. Growth opportunities are available. What We Provide Training & mentorship (no experience required) Access to reputable insurance carriers
Optional third-party benefits and incentive opportunities
Remote work with flexible scheduling
Trips, bonuses, and optional benefits are performance-based and not guaranteed.
Requirements
Life Insurance License (or willing to obtain - state timelines vary)
Authorized to work in the U.S.
Must pass a background check
Self-motivated and comfortable working independently
Prior sales, service, or leadership experience is helpful but not required
Compensation
Commission paid directly by partnered carriers
Earnings are based on individual sales performance
Opportunities for higher commission tiers and bonuses based on results
How to Apply
If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.
$31k-62k yearly est. 30d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Riverview, FL?
The average finance service representative in Riverview, FL earns between $21,000 and $48,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Riverview, FL
$32,000
What are the biggest employers of Finance Service Representatives in Riverview, FL?
The biggest employers of Finance Service Representatives in Riverview, FL are: