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Circle K Stores, Inc. 4.3
Finance service representative job in Spring Hill, FL
Store 2************7 Cortez Blvd, Spring Hill, Florida 34613 Shift Availability. Flexible Availability Job Type. Customer ServiceRepresentative. We want you to join our team as a Customer ServiceRepresentative. If you have the desire to be challeng Customer ServiceRepresentative, Customer Service, Representative, Retail, Service
$22k-28k yearly est. 6d ago
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Customer Service Representative - State Farm Agent Team Member
Ayinde Matthews-State Farm Agent
Finance service representative job in Spring Hill, FL
Benefits:
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
We are seeking a Spanish-speaking, motivated and career-oriented professional to join our team at Ayinde Matthews State Farm, located in Spring Hill, FL. As a State Farm team member, you will build and develop customer relationships within the community to promote State Farm products, including Auto, Home, Business, and Life Insurance. We are particularly interested in candidates who are fluent in Spanish, as we value the ability to effectively communicate with our Spanish-speaking customers and provide them with exceptional service in their native language.
Responsibilities:
• Provide prompt, accurate, and friendly customer service in both English and Spanish. This includes responding to inquiries about insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Utilize a customer-focused, needs-based review process to educate customers about insurance options and help them make informed decisions.
• Maintain a strong work ethic with total commitment to success each and every day.
As an Agent Team Member, you will receive:
• Hourly pay plus commission/bonus
• Health benefits (Medical, Dental, and Vision) with a 401(k) match
• Paid time off (vacation and personal/sick days)
• Valuable experience
• Growth potential/Opportunity for advancement within the agency
Requirements:
• Excellent communication skills in both English and Spanish -written, verbal, and listening
• Self-motivated (able to follow direction)
• Detail- oriented
• Proactive in problem-solving
• Dedicated customer service
• Ability to work in a team environment
• Ability to effectively relate to a customer from diverse cultural and linguistic backgrounds
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)
Bilingual Advantage:
As a Spanish-speaking agent, you will have competitive edge in our community, where many customers prefer to communicate in Spanish. Your ability to provide exceptional service in both English and Spanish will enable you to build strong relationships with a broader range of customers and drive business growth.
Next Steps:
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. 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.
$24k-32k yearly est. 6d ago
Customer Service Representative
Atkore 4.3
Finance service representative job in Tampa, FL
Who we are:
Atkore is forging a future where our employees, customers, suppliers, shareholders, and communities are building better together - a future focused on serving the customer and powering and protecting the world.
With a global network of manufacturing and distribution facilities, Atkore is a leading provider of electrical, safety and infrastructure solutions.
Who we are looking for:
Atkore is currently searching for a Customer ServiceRepresentative. Reporting to the Customer Service Supervisor, this person will be responsible for handling all customer product pricing inquiries and orders, as well as following up with customers in a prompt and professional manner. The ideal candidate will have a high school diploma with a minimum of 2 years of experience working in a similar role preferably in a manufacturing or electrical customer service environment.
This is an on-site position that will be located in Dallas-TX, Eugene-OR, Louisville -KY, or Tampa-FL.
What you'll do:
Processing orders, quotes, credits, returns applications and other requests
Communicating directly with customers or sales representatives either by telephone, electronically, or face to face
Obtaining and evaluate all relevant information to handle inquiries and complaints promptly
Answering basic technical inquiries
Directing advanced technical requests and other unresolved issues to the appropriate resource
Managing customer accounts
Promptly responding and assisting customers with damaged shipments and/or mis-shipments
Keeping good records of customer interactions and transactions
Communicating and coordinating with internal departments and outside vendors
Monitoring product stocking levels and inventory turns
Reviewing all product requirements and compile into efficient manufacturing schedules that optimize cost, customer service and machine utilization
Performing other related duties as assigned
What you'll bring:
High School diploma or equivalent
Minimum two years business experience in a manufacturing or electrical customer service environment preferred
Computer literacy and experience with Windows, Excel, Word, and Outlook
Ability to manage a variety of concurrent tasks in a fast-paced work environment
Time management, planning, and organizational skills
Effective decision making and problem solving abilities
Excellent interpersonal and communications skills
Strong initiative and adaptable to change
Must be able to thrive in a team environment
All associates must embrace and foster and environment that supports our core values of Integrity, Respect, Excellence, Teamwork and Accountability.
Within 3 months you'll:
Complete Atkore's onboarding and immersion program.
Gain an understanding of how your role ties into Atkore's mission and strategic plan.
Perform basic order inquiry, entry, and order follow-up activities.
Within 6 months you'll:
Handle an assigned territory independently from PO receipt to invoicing.
Work towards meeting or exceeding the departments daily KPI metrics.
Audit shipments for on time delivery and reconcile inventory and pricing discrepancies.
Atkore is a six-time Great Place to Work certified company and a four-time Top Workplaces USA award winner! We're committed to creating an engaged, aligned workforce driven by a collaborative culture. Our team strives for breakthrough results and stays focused on being standout leaders. We consistently live the Atkore mission, strategic priorities, and behaviors consistent with our core values.
Join our team and align yourself with an industry leader!
As of the date of this posting, a good faith estimate of the current pay for this position is $40,640 - $55,880. Placement in the range depends on several factors including, but not limited to, specific competencies, relevant education, qualifications, certifications, relevant experience, skills, seniority, performance, shift, travel requirements, and business or organizational needs and may change over time. Other compensation may include, but not limited to, overtime, shift differentials, bonuses, commissions, stock, and other incentives.
Benefits available include:
Medical, vision, and dental insurance
Life insurance
Short-term and long-term disability insurance
401k
Paid Time Off
Paid holidays
Any leave required under federal, state, or local law
Benefits are subject to vesting and eligibility requirements.
Applications are being accepted on an ongoing basis.
$40.6k-55.9k yearly 6d ago
Route Service Representative (4-Day Workweek)
Cintas Corporation 4.4
Finance service representative job in Tampa, FL
Cintas is seeking a Route ServiceRepresentative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, i Service, Representative, Sales Representative, Manufacturing, Retail
$30k-34k yearly est. 5d ago
Bilingual Medicaid Customer Service Representative
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. 1d ago
Customer Service Representative
Alphabe Insight Inc.
Finance service representative job in Tampa, FL
About Us At Entertainment Travel Associates, we specialize in providing exceptional travel experiences tailored to our clients' unique needs. Based in Tampa, FL, our team is dedicated to delivering seamless service, unforgettable journeys, and a commitment to excellence in the travel and entertainment industry. Join us and become part of a growing company where professionalism meets passion.
Job Description
Introduction:
Be the friendly face that creates positive experiences. As a Customer ServiceRepresentative, you'll help ensure customers feel welcomed, supported, and valued.
Responsibilities:
Interact with customers in a professional and friendly manner.
Provide clear information and assistance during interactions.
Maintain high standards of customer experience.
Support team objectives through collaboration.
Help resolve general inquiries with patience and care.
What We Offer:
Full training and ongoing coaching.
Advancement opportunities.
Performance incentives and recognition.
A supportive and energetic team culture.
Apply today and build valuable customer experience skills!
Qualifications
Service-oriented and approachable.
Strong communication skills.
Reliable and motivated.
Comfortable in people-facing environments.
Additional Information
Competitive salary
Growth opportunities within the company
Skill development and hands-on training
Supportive and professional work environment
Consistent schedule and stable full-time position
$24k-32k yearly est. 6d ago
Customer Service Representative
Clearstream
Finance service representative job in Tampa, FL
We are looking for a highly motivated, organized and detail oriented customer servicerepresentative. We are an independent insurance agency selling insurance and financialservices for a major carrier. This job is primarily for customer service and support.
You do not have to be licensed and we will train.
You must be self motivated, outgoing, and goal oriented.
This position is part-time 10am - 3pm Monday - Friday.
Please submit a resume for consideration.
Tampa, Florida
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (******************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. Key responsibilities include working in an environment that requires accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions.
**Responsibilities:**
+ Identifies client needs and recommends solutions when fraud has been identified
+ Records data captured during client interactions accurately
+ Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
+ Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
+ Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls
**Required Qualifications:**
+ Proficient in both English and Spanish
+ 1+ years of customer/client service experience, including experience handling difficult client situations
+ Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives
+ Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
+ Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
+ Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
+ Communicates effectively and confidently with all clients to make their financial lives better
+ Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
+ Comfortable receiving ongoing performance feedback and coaching
+ Ability to learn and adapt to new information and technology platforms
+ Minimum of an intermediate level of proficiency with computers and current technology
**Desired Qualifications:**
+ 1+ years of experience in the banking/financial industry
+ 2+ years of experience working in a client service capacity
**Skills:**
+ Conflict Management
+ Customer and Client Focus
+ Decision Making
+ Fraud Management
+ Oral Communications
+ Active Listening
+ Attention to Detail
+ Data Collection and Entry
+ Issue Management
+ Problem Solving
+ Adaptability
+ Collaboration
+ Critical Thinking
+ Influence
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
2nd shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$36k-57k yearly est. 6d ago
Customer Service Representative - State Farm Agent Team Member
Chris Semans-State Farm Agent
Finance service representative job in Lady Lake, FL
Benefits:
Simple IRA
Licensing paid by agency
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 Chris Semans - 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.
$24k-32k yearly est. 6d 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. 5d ago
Customer Service Rep - DME
Baycare Health System 4.6
Finance service representative job in Largo, FL
At BayCare, we are proud to be one of the largest employers in the Tampa Bay area. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians. With the support of more than 30,000 team members, we promote a forward-thinking philosophy that's built on a foundation of trust, dignity, respect, responsibility and clinical excellence.
Summary:
Responsible for entering new referrals and updates all existing patient information including demographics, insurance and benefit information. Verify insurance and benefits for Medicare, Medicaid, Managed Care, and Workers Comp and Commercial Plans. Securing authorization for services provided by BayCare HomeCare from the payers. Answer telephones promptly and courteously. Responding to emails and voicemails promptly. Responsible for selecting the appropriate equipment completing a work order and creating a delivery ticket including securing all required information to provide quality service and an accurate bill. Responsible for accurate ICD9 coding, HCPCs, and medical terminology. Assist patients by troubleshooting BCHC equipment over the telephone. Understand and basic use of right fax utility.
Minimum Qualifications:
Education:
Essential:
* HS Graduate or Equivalent GED
Experience:
Essential:
* Customer Service related one year
Facility:
BayCare Health System, Durable Medical Equipment Home Care
Location: Largo, FLStatus: Full Time, Exempt: NoShift Hours: Varies
Weekend Work: Occasional
On Call: No
Equal Opportunity Employer Veterans/Disabled
$29k-35k yearly est. 4d ago
Building Material Sales Representative
Carterwill Search
Finance service representative job in Palm Harbor, FL
Palm Harbor, FL
Direct Hire
TempExperts is seeking an experienced Building Material Sales Representative to grow and maintain accounts with builders, contractors, designers, and architects throughout the Tampa Bay area (primarily Pinellas County). This role combines outside sales with showroom support, providing clients with product knowledge, quotes, and guidance throughout the sales process. Position allows for commission opportunities.
Responsibilities:
Develop and maintain builder, contractor, designer, and architect accounts in the Tampa Bay area.
Conduct sales calls and meet with showroom customers to explain and demonstrate products.
Educate customers on product options and Florida construction codes.
Read blueprints and perform accurate material take-offs.
Communicate orders with vendors, prepare quotes, and support clients through the full sales cycle.
Maintain detailed records of customer interactions and sales activities.
Travel locally using personal vehicle (mileage reimbursement provided).
Requirements/Education:
Knowledge of building materials and Florida construction codes.
Ability to read blueprints and perform take-offs.
Strong math, computer, communication, and interpersonal skills.
Sales experience preferred; open to candidates with construction or lumberyard backgrounds looking to transition into sales.
Reliable personal automobile.
Minimum 1 year of sales or construction experience required.
$33k-62k yearly est. 5d 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. 27d ago
Part Time Associate Banker Tampa Bay Northwest North (30 hours)
JPMC
Finance service representative job in Tarpon Springs, FL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$73k-145k yearly est. Auto-Apply 60d+ ago
Associate Banker-Community Development Banking- Associate
Jpmorgan Chase 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
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$33k-78k yearly est. 60d+ 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 18d 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. 24d 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. 10d ago
Patient Financial Services Specialist
Tampa Family Health Centers 4.1
Finance service representative job in Tampa, FL
Job DescriptionPatient FinancialServices Specialist
At Tampa Family Health Centers, healthcare is more than a service-it's our mission. As a Federally Qualified Health Center (FQHC), we provide quality, caring, and accessible healthcare to a culturally diverse community across Hillsborough County. Our team thrives on innovation, compassion, and positive change, and we are proud to be recognized as a leader in empathy-driven care.
Joining TFHC means becoming part of a mission-driven organization where professionals receive the training, recognition, and support they need to grow and thrive while making a lasting impact in their community.
Position Summary
We are seeking a Patient FinancialServices Specialist to join our team. This remote role is responsible for providing exceptional support to patients and healthcare providers using the EPIC system. The specialist will handle inquiries, resolve issues, and ensure a positive patient experience while managing Work Queues (WQs) and collaborating with multiple departments to maintain high standards of service.
Essential Responsibilities
Respond to patient and provider inquiries via phone, email, and live chat with timely, accurate information
Monitor and manage Work Queues (WQs) to ensure timely resolution of tasks and issues
Maintain detailed documentation of customer interactions, issues, and resolutions in patient accounts
Provide training and support to users on effective use of the EPIC system
Collaborate with the Revenue Cycle Management (RCM) team and Operations to ensure seamless service delivery
Generate and analyze reports on customer service activities, identifying trends and opportunities for improvement
Communicate regularly with leadership regarding trends, issues, and system optimization opportunities
Qualifications
High School Diploma or equivalent required; EPIC certification preferred
Minimum of 2 years of healthcare customer service experience
Skills & Abilities
Excellent communication and interpersonal skills
Strong problem-solving and troubleshooting abilities
Proficiency in using the EPIC system
Ability to manage multiple tasks and prioritize effectively
Strong attention to detail and accuracy
Ability to interpret insurance correspondence and remittance, and communicate clearly with responsible parties
Ability to work independently and collaboratively as part of a team
Benefits & Rewards
TFHC offers a comprehensive benefits package designed to support your well-being and professional growth (for all eligible employees):
Medical, Dental, and Vision Insurance
Life and Disability Insurance
Generous PTO and 7 paid company holidays
401(k) program with employer contribution after one year
Employee discount program for tickets, movies, travel, and other entertainment options
Why Join TFHC?
At TFHC, you'll be part of a team that values innovation, compassion, and excellence. We are committed to supporting our employees with opportunities for growth, professional development, and the chance to make a meaningful impact in the lives of patients and families across Tampa Bay.
Join Us
If you're ready to embark on a career journey that's more than just a job, apply today and help us deliver exceptional patient financialservices at Tampa Family Health Centers.
$31k-42k yearly est. 8d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Spring Hill, FL?
The average finance service representative in Spring Hill, 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 Spring Hill, FL