Finance service representative jobs in Roswell, GA - 1,403 jobs
All
Finance Service Representative
Customer Service Representative
Banking Associate
Banker
Investment Banker
Sales Representative
Equity Trader
Senior MD, Investment Banking & M&A Growth
Portage Point Partners
Finance service representative job in Atlanta, GA
A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and manage client relationships. The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment. The position offers a competitive compensation package of $1.2M to $3M annually.
#J-18808-Ljbffr
$110k-210k yearly est. 3d ago
Looking for a job?
Let Zippia find it for you.
Citi Private Bank - UHNW Private Banker - Director / MD
Citigroup Inc. 4.6
Finance service representative job in Atlanta, GA
Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
Job Requirements New Client and Business Development
Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects
Profile, qualify, and convert prospects into CPB clients.
Identify and execute on new business opportunities with existing clients
Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood
Relationship Management
Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters
Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients
Manage client expectations regarding what can and cannot be executed on their behalf
Ensure financial strategies are kept current and appropriately aligned with client objectives
Understand and communicate the risk involved with financial and investment strategies
Ensure all client inquiries and problems are handled effectively and resolved
Help team members to acquire experience and establish credibility with clients
Compliance Oversight and Controls
Comply with all regulatory policies and control procedures regarding client transactions and suitability
Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
Oversee and ensure clients are on‑boarded appropriately including all required documentation is complete and accurate
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Skills and Knowledge
Client facing experience, preferably in the financialservices industry. Strong knowledge of investments, banking and credit products
Strong knowledge of financial industry and current market conditions
Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
Ability to understand, utilise and learn computer and web based applications
Qualifications and Education
15+ years of experience
Licensing: Series 7 & 66 (or 63 & 65) & 31
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Job Family Group
Private Client Coverage
Job Family
Private Banker
Time Type
Full time
Primary Location
Atlanta Georgia United States
Primary Location Full Time Salary Range
$200,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
Jul 15, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
$121k-196k yearly est. 2d ago
Customer Service Representative
Arrow Exterminators, Inc. 4.1
Finance service representative job in Lawrenceville, GA
Arrow Exterminators is looking to hire a full-time Customer ServiceRepresentative to provide uncompromised service support and administration to internal and external Service Center customers. This position is paid at an hourly rate based on experience.
Our administrative representatives enjoy benefits including:
generous time off,
11 paid holidays,
401(k) with company match, Roth IRA,
medical, dental and vision insurance,
high deductible HSA,
telemedicine,
disability, cancer, and accident insurance.
health & wellness suite
company-paid + additional, optional, life insurance.
ABOUT OUR FAMILY OF BRANDS
We have been a family-owned and operated business since our start in 1964. Over the years, we have grown rapidly, and we now have the privilege of servicing 12 states. To ensure the quality and satisfaction of our customers, we have several offices in each state we are in to offer a more personalized approach to our communities. Ranked by revenue, Atlanta-based Arrow Exterminators is the sixth-largest pest and termite control company in the United States! We instill family values in the company culture to create a welcoming work environment and a successful company. We attribute our success to passionate, highly trained team members who are committed to protecting everyone's quality of life.
As Arrow grows and continues to exceed industry expectations, we are always looking for new talent to bring on board. We know our team has a lot of options and we are humbled that they choose to work with us. That's why we offer competitive compensation, a robust benefits package, and a family-oriented company culture.
A DAY IN THE LIFE AS A Customer ServiceRepresentative
As a customer servicerepresentative, you will serve as the first point of contact for any of our internal or external customers. With incoming phone calls, you will act as a detective to determine any problem and find a solution to every issue. Whether you assist in scheduling a service, taking a payment, or updating customer files, you put the minds of our customers at ease. Additionally, you will work diligently to connect with customers via outbound calls to ensure technicians are fully scheduled and accounts are paid. We work in a team atmosphere that strives to meet the service center's goals each month. Your computer skills, problem solving, and commitment to create an awesome experience in every interaction will ensure your success.
Minimum Qualifications:
Working knowledge of Microsoft Office Suite
High school diploma or equivalent
Present a professional appearance
Able to work a 40-hour (minimum) workweek
Willing to work minimal overtime as needed
ARE YOU READY TO JOIN OUR TEAM?
If you feel that you would be right for this position, please fill out our initial 3-minute, mobile-friendly application so that we can review your information. We look forward to meeting you!
We are an Equal Opportunity Employer
(The job description is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job, nor is it intended to limit opportunities for necessary modifications).
Arrow Exterminators as a PestVets Company is committed to hiring and participating in acts of service for Veterans and active-duty members of the U.S. Military.
Arrow Exterminators is a Drug-Free Workplace and performs Pre-employment Drug Screens and Background Checks on all employees.
$28k-34k yearly est. 2d ago
Architectural & Design Sales Representative
Tile Club
Finance service representative job in Atlanta, GA
Architectural & Design Sales Representative - Atlanta, GA(Remote)
Job Type: Full-time
Compensation: $70K-130K (Base + Commission + Performance Bonuses)
Tile Club is one of the fastest-growing online tile companies in the U.S., and we're looking for an experienced, driven, well-connected, and design-savvy A&D Sales professional to join our expanding team in Atlanta.
Tile Club, headquartered in California, is a leading nationwide e-commerce supplier of premium tile, natural stone, and glass products. Our curated collection showcases unique, globally sourced materials known for their beauty, craftsmanship, and design versatility. We are celebrated for our unique designs, innovation, outstanding quality, and commitment to delivering an exceptional customer experience.
As a fast-growing online retail brand, Tile Club combines cutting-edge web tools with personalized support tailored to the needs of the architecture and design community. We proudly serve clients in all 50 U.S. states and overseas, bringing world-class tile solutions to projects of every scale.
This is your opportunity to join a high-energy, design-forward team with room to grow.
What You'll Do
As our Architectural & Design Sales Representative, you'll be responsible for building and nurturing relationships with key influencers in the A&D community-interior designers, architects, specifiers, builders, and developers-to drive project specifications and product adoption throughout the region.
Key Responsibilities:
Develop strong, trust-based relationships with architects, designers, builders, contractors, and developers.
Generate sales growth through strategic outreach, in-person meetings, and virtual presentations.
Influence early-stage project specifications with Tile Club's unique product offerings.
Provide expert consultation on tile, stone, and surface products to meet project requirements.
Maintain and grow relationships with an existing book of business while actively pursuing new accounts.
Conduct in-office presentations and CEU events for A&D firms.
Manage and maintain product sample libraries at design and architecture firms.
Monitor competitive activity and market trends to support strategic selling.
Provide daily reports, maintain project files, and participate in weekly team meetings.
Travel locally to meet with clients 4-5 days/week; Fridays typically reserved for planning/admin.
What We're Looking For
Qualifications:
5+ years of sales experience in the A&D or Hospitality community, ideally within the tile, stone, or flooring industry.
Established network of architects and designers within the Atlanta market.
Strong technical understanding of hard surface materials and their applications.
Comfortable leading presentations, product knowledge sessions, and trade shows.
Active industry memberships (IIDA, ASID, AIA, CSI) are a plus.
Skills & Competencies:
Energetic self-starter with a passion for design and architecture.
Strong communication, presentation, and relationship-building skills.
Ability to self-source leads through a combination of cold calling and networking
Detail-oriented, organized, and able to manage multiple ongoing projects.
Proficiency in Google Workspace (Gmail, Google Drive, Google Docs, etc.).
Proficiency in and ability to learn new CRM systems.
Strong work ethic with a drive to succeed
Proven outside or field sales experience with a track record of hitting or exceeding sales goals.
Ability to lift and transport tile samples (up to 40 lbs).
Valid driver's license and ability to travel
What We Offer
Compensation & Benefits:
Competitive base salary + uncapped commission + performance bonuses
Health, dental, vision, and disability insurance
Paid time off (vacation, sick leave)
Expenses Reimbursement (gas, cell phone, travel, etc)
Employee discounts on products
Opportunities for professional development and industry networking
Work Schedule:
Full-time | Monday-Friday
8-hour shifts
Primarily on the road with occasional remote/office work
Apply If You Are:
A proven sales professional in the A&D or building materials industry
Passionate about design, detail, and relationship-based selling
Ready to work with a fast-paced, innovative team and leave your mark on exciting projects
Join Tile Club and become part of a brand that's not only changing the way tile is sold but also how it's imagined.
To apply, please submit your resume and a brief cover letter highlighting your experience in architectural sales and your interest in Tile Club.
$70k-130k yearly 4d ago
Customer Service Representative
Arrow Exterminators-Arrow Exterminators Family of Companies
Finance service representative job in Lawrenceville, GA
Customer ServiceRepresentative . Arrow Exterminators is looking to hire a full-time Customer ServiceRepresentative to provide uncompromised service support and administration to internal and external Service Center customers. This position is pai Customer ServiceRepresentative, Customer Service, Representative, Retail, Service
$25k-33k yearly est. 2d ago
Customer Service Representative - State Farm Agent Team Member
Anthony Quillian-State Farm Agent
Finance service representative job in Woodstock, GA
Benefits:
Competitive pay
Bonus based on performance
Flexible schedule
Opportunity for advancement
Training & development
ROLE DESCRIPTION: As a Customer ServiceRepresentative - State Farm Agent Team Member with Anthony Quillian - 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 great fit.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist with new customer onboarding, forms, underwriting, and policy issuance.
Schedule appointments for the sales team and agent.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
Must be able to work the following schedule: Monday-Friday 9am-1pm (flexible daily scheduling)
$25k-33k yearly est. 2d ago
Customer Service Representative - State Farm Agent Team Member
Andy Jabaley-State Farm Agent
Finance service representative job in Woodstock, GA
Benefits:
Hourly Plus Commission
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Customer ServiceRepresentative - State Farm Agent Team Member with Andy Jabaley - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal 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 ideal 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 clients with policy changes and updates.
Process insurance claims and follow up with clients.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Strong communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
$25k-33k yearly est. 2d ago
Customer Service Representative - State Farm Agent Team Member
Andy Burris-State Farm Agent
Finance service representative job in Cartersville, GA
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 market only State Farm insurance and financialservice products.
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.
As an Agent Team Member, you will receive...
Hourly pay plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
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 computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
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. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
$25k-33k yearly est. 2d ago
Customer Service Representative
Agile Cold Storage
Finance service representative job in Cartersville, GA
Essential Duties and Responsibilities:
Respond to all customer inquiries, requests and complaints concerning work-orders, shipments, inventory, etc.
Schedule inbound and outbound appointments within the DMS (Dock Management System).
Communicate between customer, the customer's broker or freight forwarding and warehouse operations concerning the customer's account/inventory and office for invoicing and credit changes.
Assure proper invoicing of all accounts by processing and verifying computer-generated invoices.
Generate all paperwork/information required for customer work orders including responding to and checking on special requests, expediting orders where necessary, tracking orders, and post inventory records.
Review order details and ensure they are following Company policies and procedures.
Research issue, obtain supporting paperwork, get approvals and process credits / debits.
Provide clerical support including overseeing all paperwork associated with orders, maintaining corresponding files, answering phones, operating office equipment/computers needed to perform duties, greeting visitors.
Provide coverage for other team members.
All other duties as assigned.
Other Duties and Responsibilities:
Accurately enter orders in the WMS.
Preform work in a safe manner following all Company safety rules.
May perform other duties as may be assigned to fulfill Agile's objectives.
Required Qualifications:
2 years of Customer Service Experience or an appropriate combination of education and experience.
Requires computer skills in Microsoft Word, Outlook, Excel, PowerPoint, Access, and ability to use the Internet.
Requires clerical skills in managing files and records, and other office procedures and terminology.
Requires the ability to pay close attention to details, and having a personality that is pleasant and cooperative, even when under pressure to meet deadlines, or when working with difficult individuals.
Strong communication skills with the ability to read and speak English.
Must be able and willing to complete a pre-employment basic math skills test.
Must be able and willing to complete a per-employment background check and drug screen.
Strong Teamwork skills.
Preferred Qualifications of Export Coordinator:
High School Diploma or GED.
Knowledge, Skills & Abilities: The employee must have proficient knowledge of English and math skills. The employee also must be capable of following written and verbal instructions. The employee must have a high attention to detail. Organizational and time management skills will be required.
Work Environment: The working environment is usually in an office setting, with occasional need to leave the premises. Requires the use of a telephone, fax machine, computer terminal calculator, copy machine.
Work Hours: The work schedule is 8 hours a day, 5 days a week, typically Monday through Friday. Workdays can vary. Work hours by shift are below:
1st shift work hours 8am - 5pm - Monday through Friday (based on customer and USDA schedule)
Work hours and shifts are subject to change depending on operating business conditions and needs. The employee may be required to work occasional overtime, evening, and holidays or weekends in order to complete work or to attend meetings.
Physical and Mental Demands: This job will require the ability to sit for long periods of time, with frequent interruptions. This job will also require several hours per day of sitting, getting up and down from chairs, and reaching, bending, or carrying light loads. This job will require manual dexterity with normal hand/finger movements for typical office work. Speaking, hearing, and seeing are important elements of completing assigned tasks. This job will occasionally require climbing, squatting or kneeling, and bending. The job will occasionally require lifting / carrying / push / pull up to 20 lbs. The associate must know and follow proper office and safety protocols; know and follow Agile's grooming, hygiene and dress code policies including appropriate personal protection equipment (PPE) for safety compliance. The noise level in the warehouse is usually moderate.
Supervisory Responsibilities: Occasionally may be placed in charge of special projects with support from front line supervision.
$25k-33k yearly est. 2d ago
Customer Service Representative
American Leak Detection, Inc. 3.8
Finance service representative job in Woodstock, GA
Answering the phones. Explaining our services to potential clients. Manage the customer experience. Scheduling of appointments. Dispatch, routing, and scheduling of jobs for our technicians. Shift: 8 hour daytime shift, full-time. Availability: Gener Customer ServiceRepresentative, Customer Service, Customer Experience, Representative, Retail, Construction
$25k-33k yearly est. 2d ago
SBA Banker III
Seacoast National Bank 4.9
Finance service representative job in Atlanta, GA
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financialservices experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$48k-86k yearly est. 3d ago
P&C Licensed Customer Service Rep - (Sandy Plains) Marietta, GA
The Auto Club Group 4.2
Finance service representative job in Marietta, GA
Join America's most trusted brand with over 100 years of service.
Why Choose AAA The Auto Club Group (ACG)
ACG offers excellent and comprehensive benefits packages:
Medical, dental and vision benefits
401k Match
Paid parental leave and adoption assistance
Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays
Paid volunteer day annually
Tuition assistance program, professional certification reimbursement program and other professional development opportunities
AAA Membership
Discounts, perks, and rewards and much more
A DAY IN THE LIFE of a Field Insurance ServiceRepresentative
The Auto Club Group is seeking a Field Insurance ServiceRepresentative who will provide a high level of support to the Insurance Agency and members by servicing existing insurance accounts.
Perform retention calls, process applications, renewals, amendments, resolve customer problems, as well as selling membership and financial products (credit cards)
Provide price quotes on all insurance products and factor in all applicable rules (underwriting, business, etc.) and discounts to complete the sale
Take insurance payments (initial, installment, lapse, or reinstatement)
Respond to customers' insurance inquiries and explains product features and Auto Club Group service advantages to potential customers for the purpose of promoting and selling various insurance, membership, and financial products
Refer to agent when appropriate
Recognize and promote cross-sale opportunities within the context of servicing a change to an existing member's policy and provide efficient processing of customer policies, endorsements, and status and coverage changes in accordance with state rules and corporate policies and procedures
Provide customer assistance through the performance of sales processing activities and assists management and agents when applicable
Conduct outbound promotional and retention call activities per management request and provides general promotion of Auto Club Group products and services following established guidelines
Participate in a team environment to promote customer satisfaction and consistent service following the customer service model
Receive and resolve member/customer complaints and seeks assistance from management in complaint resolution as necessary
Participate in office events developed to generate insurance revenue, improve member awareness of products, and support local community activities
Fulfill, maintain and service insurance policies
Respond to inquiries regarding insurance availability, eligibility, coverage. Prepare insurance proposals, policy changes, transfers, and billing clarification
Contact members or insureds regarding the renewal of delinquent memberships, late premium payments and to solicit reinstatements in the event of policy cancellations
Verify new business applications
Refer relevant members/insureds to other lines of business (i.e. Travel and Life)
Process insurance and membership payments
Update electronic member information
Maintain filing systems and provide other general Agency support
HOW WE REWARD OUR EMPLOYEES
Starting hourly wage of $23.00 - $25.50 per hour, based on experience
WE ARE LOOKING FOR CANDIDATES WHO
Required Qualifications:
A Current Property & Casualty Insurance license
Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products.
Successful completion of Customer Service, Insurance and Membership training within 6 months of hire
Education:
High School Diploma or equivalent
Work Experience:
Provide a high level of customer-focused serviceService insurance policies and processing applications, renewals, and amendments
Respond to billing and coverage questions
Process monetary transactions; Taking payments
Promote the sales of insurance products and services using established guidelines
Present complex information in a clear and concise manner
Knowledge and Skills:
Analyze member/potential customer insurance needs and determine appropriate levels of coverage
Prepare appropriate rate quotations
Organize, plan and promote the sale of ACG insurance and membership products and services
Perform outbound service calls
Maintain accurate records
Insurance terminology
General insurance regulations
Underwriting procedures
Sales regulatory and compliance guidelines
Insurance Systems and/or membership systems (e.g., PPS, POS, IMS, IPM)
Work effectively in a team environment
Work independently, with minimal supervision
Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility
Proficient in using Microsoft Office products
Read, comprehend, and communicate clearly and concisely in the work environment and with the public (e.g
.,
explain instructions, rules and procedures)
Perform mathematical calculations to accurately perform monetary transactions
Work under pressure in a high volume, fast paced customer service environment
Successfully complete appropriate training relative to all Auto Club Group (ACG) products and services
Work Environment
Work in a temperature-controlled office environment. Willingness and ability to work irregular hours to include weekends, holidays, and community events.#LI-AM1
Who We Are
Become a part of something bigger.
The Auto Club Group (ACG) provides membership, travel, insurance, and financialservice offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.
By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financialservices, and roadside assistance.
And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other.
We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.
To learn more about AAA The Auto Club Group visit ***********
Important Note:
ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level.
The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.
The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.
Regular and reliable attendance is essential for the function of this job.
AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
$23-25.5 hourly 6d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Finance service representative job in Atlanta, GA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$80k-148k yearly est. Easy Apply 60d+ ago
Payments and Treasury Banking Associate
Georgia Banking 3.1
Finance service representative job in Atlanta, GA
Requirements
Bachelor's degree or equivalent experience
2-5 years of previous banking experience
Past experience in corporate financial analysis, risk management, and underwriting preferred
Background in treasury services and payments is a plus
Understanding of operational risk
Strong communication skills and the ability to collaborate efficiently with cross-functional teams within the Bank
AAP/EEO Statement: Equal Opportunity/Affirmative Action Employer Veterans/Disabled.
$57k-117k yearly est. 9d ago
Banker Associate-Middle Market Banking-Associate
JPMC
Finance service representative job in Atlanta, GA
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
$48k-101k yearly est. Auto-Apply 60d+ ago
Part Time Associate Banker Georgia South Camp Creek Marketplace (30 hours)
Jpmorgan Chase & Co 4.8
Finance service representative job in East Point, GA
JobID: 210628677 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
$25k-54k yearly est. Auto-Apply 35d ago
Customer Service Representative - State Farm Agent Team Member
Anthony Quillian-State Farm Agent
Finance service representative job in Woodstock, GA
Benefits:
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
As we wrap up our fourth year as an agency, I'm proud to lead a team of six dedicated individuals, each bringing unique skills and a willingness to learn and help others. I started as a team member and my goal is to support those on my team who aspire to one day open their own agency, just as I was supported.
Our non-toxic, supportive culture prioritizes collaboration, accountability, and creating a positive workplace where people actually enjoy coming to work. Together, we help customers find peace of mind in life's uncertainties and give back through projects like Habitat for Humanity and mission trips. If you're coachable, driven, and have a heart for service, we'd love to hear from you!
ROLE DESCRIPTION:
As a Customer ServiceRepresentative - State Farm Agent Team Member with Anthony Quillian - 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.
$25k-33k yearly est. 2d ago
Branch Customer Service Rep - Morrow, GA
The Auto Club Group 4.2
Finance service representative job in Morrow, GA
Why Choose a Career with the AAA The Auto Club Group (ACG)
Established brand that has been around for over 100 years. Our members know and trust us!
Branch Offices house travel, membership, insurance sales and support employees
You will be challenged to drive new business with competitive products and help retain The Auto Club Group's 14+ million members.
Excellent Opportunities to Build a Career Path:
The Branch Customer ServiceRepresentative can be the start of a long-term career with The Auto Club Group. Your position could lead to a rewarding career and opportunities to grow and pursue other ACG roles such as:
Other Branch positions - Field Insurance Sales Agent, Travel Agent or
Other Departments such as:
Call Centers (ERS, Sales and Service, etc.)
Automotive Services
Claims
Underwriting and more
A DAY IN THE LIFE of a Branch Customer ServiceRepresentative
The Auto Club Group is seeking prospective Branch Customer ServiceRepresentatives who can promote ACG products and services, promote customer satisfaction, and participate in office events to help generate revenue by improving member awareness of products. As the face of our branch, you will greet our customers and provide peace of mind by servicing their needs.
Provide sales and support services to members including greeting, servicing, and selling membership, travel products (car, hotel, basic tour packages, etc.) and (some) banking products.
Generate leads, update members on travel and insurance specials, and provide travel information
Respond to customer inquiries and refer to senior staff or agent when appropriate
Provide cashiering services to members which includes taking and processing payments for insurance policies (installment, lapse or reinstatement), travel and sale of tickets, and travel money products, processing remittance/depository transfers and balancing cash drawer
Receive and resolve member/customer complaints and seek assistance from management in complaint resolution when appropriate
Provide administrative support to the travel and/or insurance sales staff during peak periods
Conduct outbound promotional calls for insurance and/or travel products
Other duties as assigned
HOW WE REWARD OUR EMPLOYEES
Our Auto Club Group Branch Customer ServiceRepresentatives earn a competitive hourly wage of $19.00 with additional incentives and an annual bonus potential based on performance.
ACG offers excellent and comprehensive benefits packages:
Medical, dental and vision benefits
401k Match
Paid parental leave and adoption assistance
Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays
Paid volunteer day annually
Tuition assistance program, professional certification reimbursement program and other professional development opportunities
AAA Membership
Discounts, perks, and rewards and much more
WE ARE LOOKING FOR CANDIDATES WHO
Required Qualifications:
Education:
High School Diploma or equivalent
Work Experience:
Working in a customer focused environment
Providing customer focused service and timely solutions to problems
Microsoft Office applications
Taking personal responsibility in seeking solutions to problems
Multi-tasking and appropriately prioritizing tasks to ensure meeting office customer service goals
Successful candidates will possess:
Passion and enthusiasm for working with people
Basic mathematical calculations to accurately perform monetary transactions
Communicate effectively (verbal and written) with others in a work environment
Work effectively in a team environment
Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility
Work under pressure in a high volume, fast paced customer service environment
Work irregular hours including holidays and weekends (may include community events)
Work Environment
This is an in-office position. Employees will service ACG members in-person and are based on site in an ACG branch facility.
Who We Are
Become a part of something bigger.
The Auto Club Group (ACG) provides membership, travel, insurance, and financialservice offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.
By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financialservices, and roadside assistance.
And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other.
We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.
To learn more about AAA The Auto Club Group visit ***********
Important Note:
ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level.
The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.
The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.
Regular and reliable attendance is essential for the function of this job.
AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
$19 hourly 6d ago
Part Time Associate Banker Georgia Northwest (30 Hours)
JPMC
Finance service representative job in Acworth, GA
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.
$47k-100k yearly est. Auto-Apply 60d+ ago
Part Time Associate Banker Georgia Northeast North (30 Hours)
Jpmorgan Chase & Co 4.8
Finance service representative job in Dacula, GA
JobID: 210628673 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
$25k-54k yearly est. Auto-Apply 35d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Roswell, GA?
The average finance service representative in Roswell, GA earns between $23,000 and $51,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Roswell, GA
$34,000
What are the biggest employers of Finance Service Representatives in Roswell, GA?
The biggest employers of Finance Service Representatives in Roswell, GA are: