Customer Service Representative
Finance service representative job in Riverview, FL
Leviat, a CRH company, is a global leader in lifting, insulating and connecting technology for the construction industry. The company employs nearly 3,000 diverse, talented employees at 60 locations globally. Leviat's engineered products and innovative construction solutions are used in a variety of market segments from residential, non-residential and infrastructure, enabling users to build better, stronger, safer, and faster. We stand together to REINVENT THE WAY OUR WORLD IS BUILT.
Job Summary
Receives, records, and reconciles customer service orders, inquiries, and complaints in a timely and professional manner. This is primarily an inbound position where you are working with customers to process orders, resolve issues, billing and supporting the outside sales reps etc. Ideally, we would like to find someone that is familiar with construction and/or industrial manufacturing business but are willing to train someone that has the right attitude.
Job Location
This role will work from our Riverview, FL facility.
Job Responsibilities
Answers incoming customer telephone calls in a courteous and professional manner
Responds to and investigates customer inquiries, concerns, and issues via phone, fax, mail, and e-mail in a timely and courteous manner
Receives, records, and routes customer orders/changes in appropriate manner
Answers customer inquiries and provides appropriate technical and/or product-related information
Researches and resolves customer complaints and/or billing issues
Contacts customers when necessary to follow-up on customer issues or orders/quotes
Obtains customer feedback information
Effectively communicates customer issues and concerns to all applicable internal staff members
Documents all contacts, actions, and responses in customer database
Route qualified opportunities to the appropriate sales executives for further development and closure.
Organizes and maintains file system: files correspondence and other records
Maintains working knowledge of products and/or services
Prepares reports and correspondence as needed
Performs other duties as assigned by supervisor
Job Requirements
Previous experience in outbound call center, insides sales, or related sales/customer service type role is a plus
Excellent customer service skills
Continuous operation of computer and telephone to answer customer inquiries
Excellent verbal and written communication skills
Proficient on [Microsoft Word and Excel]
Commitment to excellence and high standards
Strong organizational skills; able to manage priorities and workflow
Ability to work independently and as a member of various teams and committees
Ability to understand and follow written and verbal instructions
Acute attention to detail
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
Ability to perform diversified clerical functions and basic accounting procedures.
Ability to effectively communicate with people at all levels and from various backgrounds.
Bilingual skills a plus.
ERP - AX a plus
Transportation System - Lima a plus
What CRH Offers You
Highly competitive base pay
Comprehensive medical, dental and disability benefits programs
Group retirement savings program
Health and wellness programs
A diverse and inclusive culture that values opportunity for growth, development, and internal promotion
About CRH
CRH has a long and proud heritage. We are a collection of hundreds of family businesses, regional companies and large enterprises that together form the CRH family. CRH operates in a decentralized, diversified structure that allows you to work in a small company environment while having the career opportunities of a large international organization.
If you're up for a rewarding challenge, we invite you to take the first step and apply today! Once you click apply now, you will be brought to our official employment application. Please complete your online profile and it will be sent to the hiring manager. Our system allows you to view and track your status 24 hours a day. Thank you for your interest!
Leviat, a CRH Company, is an Affirmative Action and Equal Opportunity Employer.
EOE/Vet/Disability
CRH is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
Customer Service Representative
Finance service representative job in Tampa, FL
Banko Overhead Doors is searching for a friendly and highly analytical and sales success driven Customer Success Specialist to join our customer care team. In this role, you will answer customer queries and resolve issues via appropriate channels, maintain knowledge of our products and services, obtain customer feedback, provide training to new hires and support the department management and lead roles.
A top-notch Customer Success Specialist will demonstrate excellent time management skills and be passionate about customer service and self-improvement. Ideal candidates should be great brand ambassadors who are willing to go the extra mile to ensure customer satisfaction. Customer Success Specialist Responsibilities:
Promptly responding to customer queries via email, phone and in-person channels.
Immediately escalating serious complaints or issues that you are not equipped to deal with.
Liaising with colleagues or managers to find the best solutions to customers' issues.
Identifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible.
Maintaining a polite, empathetic, helpful, and professional manner at all times.
Obtaining and sharing customer feedback with colleagues and other departments so that products and services can be improved.
Familiarizing yourself with new products and services as they are introduced.
Attending meetings as required.
Providing training to new customer service agents.
Respecting client confidentiality at all times.
Customer Success Specialist Requirements:
High school diploma or GED.
Bachelor's degree in business, communications, or a related field may be advantageous.
Practical experience with help desktop software (i.e. Microsoft Suite), and CRM software.
Previous experience in a customer service role is preferred.
The ability to respond appropriately under pressure.
Sound judgment and excellent problem-solving skills.
The ability to speak a second language may be advantageous.
A positive attitude and the ability to build relationships with clients.
The flexibility to work irregular hours, when required. (specific role hours 10am-7pm)
Superb written and verbal communication skills.
It is the policy of Banko Overhead Doors to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Banko Overhead Doors will provide reasonable accommodations for qualified individuals with disabilities.
Show Up for Banko & Banko Will Show Up for You - We strive to provide long-standing partnerships with our customers. To do that requires our team members to be present and on the ready according to their schedules. We require all team members to show up for work with minimal call-outs based on our attendance policy.
Compensation details: 21-22 Hourly Wage
PI41552f69395d-7255
Assistant Service Rep
Finance service representative job in Holiday, FL
Full-time Description
Summary: To provide each account with reliable and efficient delivery through the Great Bay service call.
Essential Duties and Responsibilities
Execute product freshness and rotation standards and communicate any potential problems to the account manager.
Provide customers with reliable and efficient delivery through Great Bay structured service call.
Monitor competitive activity on a daily basis and provide sales management accurate information.
Walk safety circle and perform pre-trip inspection, and follow checkout and check-in procedures in accordance of company policies.
Notify account manager of any accounts unable to be serviced.
Complete all sales tickets, settlement sheets, and related paperwork neatly/accurately.
Honor all business commitments to customers.
Assist with the building of displays.
Follow and execute the Great Bay standard service call.
Compliance with all Equal Employment Opportunity rules and guidelines.
Ability to cooperate with others as needed to complete job tasks.
Ability to appear at work as scheduled, mindful of the company's attendance policies.
Must be able to safely drive and maneuver a 40' semi-tractor trailer.
Must be able to operate an electric pallet jack.
Follow check-in and checkout procedures.
Honor all business commitments to accounts.
Merchandises palletized delivery.
Assists in building displays, maintaining rotation, stock coolers, and maintain existing displays.
Drive vehicle safely, courteously, and obey all traffic regulations.
Weekend pull-up as needed.
Ability to appear at work as scheduled, mindful of the company's attendance policies,
While on duty and in uniform, Merchandisers represent Anheuser - Busch and Great Bay. They must relate well with retail customers and the public.
Rotate all products according to Greta Bay and Anheuser - Busch standards.
Perform Structured Service Call completely at each assigned stop. This includes but is not limited to:
counting truck load
unloading product from trucks
stacking and loading product on hand trucks/breakdowns
pushing/pulling loaded hand trucks/breakdowns into retail accounts from parking lots
checking in product
navigating hand trucks/breakdowns inside customer locations
unloading and unpacking products
affixing price stickers to products
filling all retail slots and displays with product in proper rotation
neatly stocking product in customers' back stock storage
discarding any and all trash, flats and cartons
collect and accurately count and check in any payments for product delivered
Competencies:
Communication
Ethical Practice
Relationship Management
Secondary Duties
Attend all required company meetings
Merchandisers must follow all company policies and procedures, must comply with State beverage regulations and Great Bay's safety program
Keep Company provided vehicle clean
Must follow instruction
Other duties as assigned
Must be adaptable to change, this is including, but not limited to: daily schedule or route, working hours, weekly schedule, Team leader, etc.
Requirements
Knowledge/Skills and Abilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to fill out work orders and other correspondence. Ability to speak effectively with groups of customers. Obtain Pallet Jack training and certification.
Customer Service Skills:
Ability to relate well with co-workers, supervisors, customers and the general public.
Certificates, Licenses, Registrations:
Current valid Class “A” Florida Drivers' License. This license must comply with our insurance carrier's guidelines for an acceptable, insured driver. Ability to obtain a Class “A” CDL. Maintain Medical DOT card.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to reach, climb or balance. The employee is frequently required to stand, walk, sit, use hands, talk and hear. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must constantly lift and/or move 25 pounds and occasionally lift and/or move up to 171 pounds. The employee must occasionally pull and/or push up on a loaded 2/4 wheel hand truck on uneven surfaces and up delivery ramps.
Working Conditions:
The employee is regularly exposed to outside weather conditions. The employee is frequently exposed to extreme cold while merchandising and rotating products in coolers.
Other Duties:
Please note this is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Management reserves the right modify this job description at any time.
Salary Description $1,049/weekly
Trader
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.
Energy Trader
Finance service representative job in Key Vista, FL
"We create happiness.” That's our motto at Walt Disney Parks and Resorts. And it permeates everything we do. At Disney, you'll help encourage that magic by enabling our teams to push the limits and build the never-before-seen! Are you ready to join this team and make an impact?"
The Energy Trader will be a Walt Disney World Cast Member employed by the Reedy Creek Energy Services (RCES) organization which focuses on long-term Electric and Natural Gas plans for the Central Florida Tourism Oversight District (CFTOD). This position is responsible for short-term load forecasting, analyzing generation resources, managing power purchase agreements, and scheduling market energy in a manner that is reliable and least costly for CFTOD while complying with operating procedures and risk management policies. Additional responsibilities include providing analytical support for both short-term and long-term energy planning and as needed support for natural gas scheduling.
This position is an on-site opportunity based in Orlando, FL reporting to Manager of Energy Planning.
This position will require being available for on-call coverage of overnight hours as well as split weekend schedule.
You Will
Purchase electricity on an hourly and daily basis with favorable pricing and terms while ensuring compliance with operating procedures and risk management guidelines.
Schedule purchased power including reservation of transmission and transaction tagging.
Ensure accurate recording and reporting of transmission reservations, energy purchases, sales volumes, and pricing for invoicing
Reconcile the monthly purchase and sales invoices with external clients and prepare monthly summaries.
Monitor electric system loads and available resources to determine short-term needs.
Continually monitor the energy and transmission market for current and potential conditions.
In-depth knowledge of power purchase agreements terms and conditions, operating procedures and risk management policies.
Develop and maintain strong working relationships internally and with contacts across various wholesale marketing and trading organizations across the Southeast.
Provide analytical support for short-term and long-term resource planning and procurement.
Provide support for regional reporting.
Provide support on an as-needed basis for natural gas scheduling.
Provide updates and feedback to management on current and potential energy market conditions and other issues that may affect CFTOD.
You Will Have
Knowledge of utility energy planning and operations
Understanding the fundamentals of wholesale bulk power markets
Proficiency with the OATI transmission and tagging scheduling platform
Initiate/maintain business relationships with existing and potential business partners to stay abreast of current market conditions, ascertain opportunities, potential impact and expand market opportunities.
Proficient with Microsoft Excel.
Preferred Qualifications
5+ years of wholesale electric market experience.
Experience with Southeastern power markets.
Education
Bachelor's degree in business administration, Economics, Marketing or Finance or related experience is required.
Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities, and special extras that only Disney can provide. Learn more about our benefits and perks at ****************************************
#LI-ML3, #DXFOS
Job Posting Segment:
FOS
Job Posting Primary Business:
RCES (WDW)
Primary Job Posting Category:
Utility Services (Operations)
Employment Type:
Full time
Primary City, State, Region, Postal Code:
Lake Buena Vista, FL, USA
Alternate City, State, Region, Postal Code:
Date Posted:
2025-11-26
Auto-ApplySenior Investment Banker, Head of Middle Market M&A
Finance service representative job in Tampa, FL
Benchmark International's U.S. mergers & acquisitions practice is seeking a highly accomplished Senior Investment Banker to serve as Head of Middle Market M&A. This key leadership role oversees our national Middle Market sell-side practice, representing owner-operated companies across the United States generating $10-$25 million in EBITDA.
You will lead a world-class transaction execution team, deliver strategic advisory services to founder-led businesses, and manage a sophisticated portfolio of sell-side engagements from initial client onboarding through to a successful closing. As a senior leader and visible face of the firm, you will collaborate closely with Benchmark International's CEO and executive leadership team.
This position requires a seasoned dealmaker with a strong sell-side execution background, superior leadership skills, and the ability to mentor and inspire high-performing bankers. The role is ideal for a player-coach who excels at navigating complex middle market transactions and driving transformational outcomes for business owners.
Job Responsibilities:
Lead Deal Team & M&A Execution• Direct and lead the full execution function of the M&A lifecycle for Middle Market engagements.• Oversee active portfolio management and drive transactions through due diligence, negotiation, structuring, and closing.• Provide high-level strategic guidance to clients, ensuring alignment with their goals and market realities.• Ensure rigorous adherence to Benchmark International's process manual and best-in-class execution standards.Client Relationship Management• Build and maintain strong relationships with owner-operators and executive teams.• Serve as a trusted advisor, offering insight into market trends, valuation dynamics, buyer behavior, and strategic alternatives.• Support clients through the emotional and strategic complexities of selling a business.Team Construction, Leadership & Development• Recruit, develop, and lead a high-performing team of senior bankers, associates, and analysts.• Foster a collaborative, accountable, results-oriented environment.• Mentor team members to enhance their technical skills, client communication, and deal leadership abilities.Deal Origination Support• Collaborate with the Middle Market Team's dedicated Origination Unit to assist in sourcing new M&A mandates.• Leverage your experience and credibility to support origination strategy and win new client engagements.Strategic Planning & Market Intelligence• Remain current on industry, economic, and M&A market trends.• Translate market dynamics into actionable insights for clients and internal teams.• Represent Benchmark International at industry conferences, speaking events, and professional forums.Risk Management & Compliance• Ensure all transactions comply with legal, regulatory, and internal risk management standards.• Oversee due diligence processes and coordinate with legal, financial, and tax advisors.• Proactively identify risks and ensure smooth execution across every stage.Financial Analysis Oversight• Supervise financial modeling, valuation assessments, strategic analysis, and deal structuring.• Provide senior-level review and guidance to support accurate, effective financial decision-making.
Additional Leadership Expectations
As the leader and face of the Middle Market Team, you will:• Handle setbacks professionally and confidently.• Lead difficult conversations with owners, acquirers, and advisors.• Negotiate against seasoned professional buyers.• Take responsibility for process breakdowns, even when not directly responsible.• Foster cooperation with clients' attorneys, accountants, and other advisors.• Always Maintain Benchmark International's professional image.• Work outside normal business hours when required to meet client expectations.• Be available for occasional short notice travel (rarely more than three days).
Job Qualifications:
Experience• Minimum 12 years of M&A advisory experience with a proven track record executing complex middle-market sell-side transactions across industries.• Demonstrated ability to manage large deal teams and multiple simultaneous assignments.Education• Bachelor's degree in Finance, Economics, Business, or related field required.• MBA or advanced degree preferred; JD a plus.Leadership Skills• Proven ability to recruit, lead, and inspire high-performing teams.• Hands-on leader committed to developing talent.Client-Facing Expertise• Exceptional client relationship and advisory skills.• Clear history of successfully originating and executing middle market M&A engagements.Technical Competence• Strong financial modeling, valuation, and transaction structuring skills.• Deep understanding of legal documentation, deal mechanics, and M&A tax considerations.Industry Knowledge• Broad-based understanding of M&A markets, buyer landscapes, and industry-specific deal dynamics.• Extensive professional network within the M&A ecosystem.Communication Skills• Superior verbal and written communication skills.• Ability to distill complex ideas into clear, actionable insight.
Personal Attributes• Process Driven: Strong adherence to Benchmark International's established M&A processes.• Strategic Thinker: Capable of seeing the big picture and anticipating long-term implications.• Results-Oriented: Operates effectively in fast-paced, high-pressure deal environments.• Entrepreneurial Mindset: Proactive, innovative, and opportunity focused.• Integrity & Professionalism: Upholds the highest ethical standards.
Additional requirements:• Ability to obtain a Florida real-estate sales associate license within 90 days of employment.• No unfavorable history with FINRA, the SEC, or any state regulatory agency.• Ability to pass a criminal and professional background check prior to starting date.• Interested candidates should submit a resume and cover letter outlining their qualifications and relevant experience,
Compensation
This senior leadership role offers a competitive compensation package, including a base salary, commission, and performance-based bonuses. Final package will be determined on qualifications and experience.
Benefits
All Benchmark International positions offer paid time off, standard holidays, birthday holidays, and community service days. Employees are eligible for highly competitive company-subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings accounts (FSA & HSA); and flexible dependent care assistance accounts.
Relocation assistance is not available for this role.
Social Responsibility
Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees because of their personal passion for supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year to provide their labor and skills to the community.
About Benchmark International
Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value-maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1 Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our award-winning process and world-class service.
Specializing in the transaction of mid-market companies, our teams operate from offices across the globe, representing clients in a wide variety of industries. Our unique, technology-driven approach connects sellers with the right acquirers-whether local or international-through a combination of proprietary databases, deep market insight, and strategic outreach.
We offer an exciting opportunity to be part of a high-performance team with global reach. Our culture is rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and are actively looking for ambitious professionals ready to shape the next chapter of our success story.
Join us and be part of the next generation of leaders redefining M&A excellence.
Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.
Bilingual Trader Trainee
Finance service representative job in Tampa, FL
About the job
Tampa International Forest Products is a significant player in the wood products industry, and we have been recognized as one of the premier commodity trading companies to work for. We are currently seeking a highly driven and competitive individual to join our growth-oriented team as a trader trainee!
As a trainee, you will start out in our trader trainee development program, which is designed to provide you with a deep understanding of our industry and equip you with the necessary tools that pave the way for a rewarding career at TIFP. As a lumber trader, you will play a pivotal role in buying and selling lumber, cultivating client relationships, managing risk and margin and actively engaging in a dynamic market.
If you are a highly motivated, self-starting individual who has a passion for developing customer relationships and a desire to thrive in a competitive environment, we encourage you to apply for this exciting opportunity!
**This is not a remote opportunity**
Responsibilities:
Start learning the ins and outs of the industry through our logistics department by growing our transportation network and negotiating freight rates
Network, cold-call, and qualify prospects to start building your own book of business
Continuously generate new trading ideas by identifying market trends and opportunities
Build relationships with clients and provide value through market intelligence.
Travel to visit with clients on a quarterly basis.
Keep a constant up-to-date knowledge of the markets to ensure continuous real-time price discovery.
To thrive in this role, you are:
Bilingual in English and Spanish
Willing to travel to Mexico.
A natural salesman with 2-5 years B2B sales experience.
High energy with an entrepreneur spirit
Ambitious, driven and achievement-oriented
Excellent problem solving, analytical and mathematical skills
Possess strong interpersonal and communication skills
Ability to prioritize and perform multiple activities
A strong desire to succeed and manage your own business.
Auto-ApplyAssociate Banker Government -Middle Market Banking & Specialized Industries
Finance service representative job in Tampa, FL
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Government Associate Banker is for you.
In this role 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 manage internal and external client dialogue.
As a Banker Associate in the Government - Middle Market Banking team, you will play a crucial role in complementing your banking team, while also operating semi-independently to introduce our comprehensive solutions to government clients and prospects. You will support bankers and treasury management officers in expanding and nurturing state and local governments within the Middle Market Banking & Specialized Industries target space. Your systematic approach to relationship management and prospecting will be instrumental in identifying needs and suggesting the suitable banking services. Your extensive local connections and market knowledge will be invaluable in this role.
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 efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills:
3+ years with above average performance results in a similar banking role or related experience.
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to work independently and develop and maintain internal and external relationships
Demonstrated ability to present to clients and prospects to create and retain new and profitable relationships in a highly competitive environment
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills:
Bachelors degree preferred
Excellent problem solving, oral, and written communication skills
Superior knowledge of the market dynamics and its business environment preferred
Auto-ApplyIn Office Customer Service/Marketing Representative- Insurance
Finance service representative job in Tampa, FL
Our client is seeking a Customer Service Representative to join their Personal Lines team. This is a full-time, in-office position where you'll provide day-to-day customer support while also playing an important role in the company's marketing efforts. The right candidate will bring energy, professionalism, and the ability to thrive in a fast-paced, client-facing environment. This position also offers upward mobility for individuals who are committed to their work and consistently perform at a high level.
Responsibilities
Manage downloads, policy updates, and general customer service requests
Provide responsive, high-quality support to clients across personal lines products
Assist with marketing activities, including client-facing events and relationship building
Utilize multiple software platforms to manage and update client information efficiently
Collaborate with the team to ensure smooth workflow and excellent client experiences
Qualifications
Minimum 1 year of experience in customer service or marketing experience
Strong computer and technical skills; must be comfortable working with multiple systems
Ability to balance customer service responsibilities with marketing support
High sense of urgency and professionalism in a fast-paced environment
Presentable and confident in client-facing settings, including company events
Schedule/Location
Full-time, in-office role
40-50 hours per week
No relocation assistance offered
Reports directly to the Personal Lines Manager
Compensation
Base salary: $40,000 - $50,000 depending on experience
Bonus structure available - this role is highly performance-driven, with strong earning potential for individuals who excel in client service and marketing support
Opportunity for career growth and upward mobility within the organization
Please note that National Mortgage Staffing does not determine the salary, requirements, or qualifications for this role. We are contractually required to follow the criteria set forth by our clients.
Thank you for your interest!
If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters.
Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
Customer Service Representative
Finance service representative job in Tampa, FL
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
6 Months Contract
PR - $13.81/hour on W2 without benefits
Job Description: Location: Tampa Florida - Cranes Nest Drive Location
Department: Disability/Customer Service
What will they be doing? Type of product they will be working with?: Taking inbound calls for disability to include the intake of a claim and processing absences. Laptop provided to them to include system access.
Training Hours/Duration If Different: 8am - 4.30pm - 4 weeks of training.
Release Comments: Location: Tampa Florida - Cranes Nest Drive Location
Department: Disability/Customer Service
What will they be doing? Type of product they will be working with?: Taking inbound calls for disability to include the intake of a claim and processing absences. Laptop provided to them to include system access.
Qualifications
Background/Skillset Required: Call center experience if any, customer service and computer literacy Shift Hours: 8am - 5pm Training Hours/Duration If Different: 8am - 4.30pm - 4 weeks of training.
Additional Information
If you are interested kindly contact:
Laidiza Gumera
************
Customer Service Representative
Finance service representative job in Tampa, FL
Click here to learn more about LabelValue, a subsidary of Online Labels Group!
LabelValue is seeking a full time Customer Service Representative to join our growing team. LabelValue.com is a label manufacturer in Tampa, FL with a wide array of labeling solutions. Our product lines include all varieties of labels, custom printed labels, shrink sleeves, and labeling tools. The Customer Service Representative will report directly to our Customer Experience Manager and work as an important team member in a fast-paced environment, to support both our outbound and inbound sales.
Pay: Starting at $17.00/hour.
Schedule: Monday-Friday 8:00am-4:30pm.
Benefits
Medical
Dental
Vision
Short-Term & Long Term Disability
Life Insurance
Holiday Paid Time Off
Paid Time Off
401(k) with Company Match
What you'll do:
Assist Website Visitors via Live Chat, Email, & Phone Calls
Order Entry & Data Quality Control
Enter & Process Orders
Offer Product Recommendations and Upsells
Communicate Turnaround Times & Expectations to Customers
Provide Exceptional Customer Service at Every Touchpoint
Communicate Internally Regarding Customer Needs & Issues
Desired Traits/Requirements:
Experience with Microsoft Office
Proficient at typing
Proficiency with computers required
Highly organized with ability to multi-task
Strong work ethic
Team-oriented
Excellent customer service skills
Professional demeanor & great communication skills
Equal Employment Opportunity
At LabelValue, a subsidiary of Online Labels Group, we don't just accept difference - we celebrate it, support it, and thrive on it to benefit our employees, our products, and our community. Online Labels Group is proud to be an equal opportunity workplace for all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
Customer Service Representative
Finance service representative job in New Port Richey, FL
At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities.
Here's what you can expect when you join our team:
Tailored development programs, mentorship, and career pathing to help you achieve your unique goals.
Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being.
Health, dental, vision, life insurance, and mental health resources to support your overall well-being.
Generous paid time off and holidays, because your personal time matters.
A supportive, collaborative environment where everyone feels a sense of belonging.
Please note: Any Benefits listed above apply to full-time employees.
At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
Auto-ApplyAssociate Banker-Community Development Banking- Associate
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
Auto-ApplyBilingual Health Care Customer Service Representative
Finance service representative job in Tampa, FL
The GREAT STATE TEAM is seeking Remote Bilingual Health Care Customer Service Representatives to join our fast-growing teams! As a Bilingual Health Care Customer Service Representative, you will be handling inbound and outbound calls in a high-tech environment, resolving general questions regarding insurance, financial assistance, and processing payments. This position is challenging but rewarding, fast paced, and in a team environment.
**Veterans and Military Spouses Encouraged to Apply**
Duties include but are not limited to:
Makes and answers calls in the name of the client to resolve billing and payment issues utilizing establish work queues and call pools as necessary
Responds to requests for information by patient/account holders in a professional, thorough, explainable manner
Acts to gain payment or arrangement of payment on behalf of the client as appropriate
Follows client-specific protocols and policies when carrying out duties
Investigates and responds to client enquiries as needed
Enters and monitors payment arrangements
Adhere to all FDCPA, FCRA, HIPPA and other applicable laws
Qualifications, Skills, and Experience:
1+ years' experience working in Call Center of Customer Service function where contact with the public was a part of daily duties
Knowledge/experience of medical terminology, patient billing, healthcare insurance and/or healthcare administration preferred
Ability to work successfully in a fast-paced, deadline-oriented environment
Strong organization skills. The ability to work on multiple tasks simultaneously
Demonstrates flexibility in scheduling and assignments, to include regular evening and Saturday work as the business requires
Ability to work successfully and cooperatively within a team-based environment
Bilingual candidates will provide additional support for bilingual calls
Internet Requirements:
The minimum internet speed requirements for remote work are as follows:
Broadband internet connection (No DSL, or Dial Up)
Hard wired connection required (no Wi-Fi, Wi-Fi hotspots)
Minimum Speed Results: 40 mbps download, 5 mbps upload
Camera Requirements:
Cameras are required to remain on from the start of training through the end of each scheduled shift, excluding designated breaks and lunch periods. After training is completed, camera use will be required as directed by your supervisor or based on team expectations.
Wage:
Bilingual Remote: $17.00/hr with a $1.00 increase at 90 days AND the opportunity to earn quarterly performance increases up to an additional $2.00/hr in your first 12 months!
Non Bilingual Remote: $15.00/hr with a $1.00 increase at 90 days AND the opportunity to earn quarterly performance increases up to an additional $2.00/hr in your first 12 months!
We Offer a Comprehensive Benefits Package:
Competitive benefits include Health, Dental, Vision, Life and Disability Insurance, 401K w/employer match, and HSA/Flexible spending accounts
Paid time off starting at 90 days and annual profit sharing
7 Paid Holidays - Thanksgiving, Christmas Day, Christmas Eve, New Year's Day, Memorial Day, Fourth of July, and Labor Day
Family Friendly Events
Wellness Programs/Gym Reimbursement
All necessary equipment and technical support provided
* Benefits eligibility is dependent upon FTE Status and Position
*All offers of employment are contingent upon successful completion of all post offer processing.
Your next great career move could be a click away. Apply now!
State Collection Service is an
Equal Opportunity Employer
. All qualified applicants will be considered for employment regardless of age, race, color, creed, religion, sex, sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
By following the link to apply, you are acknowledging that we have permission to contact you via phone, text or email to communicate with you regarding this position.
Financial Services Representative - SIE (Tampa, FL)
Finance service representative job in Tampa, FL
Are you interested in financial services? 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 Financial Services team!
As an unlicensed Financial Services Representative, 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 Financial Services Representative 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 Financial Services Representative:
Develop a robust understanding of the financial services 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).
Auto-ApplyFinancial Services Representative - SIE (Tampa, FL)
Finance service representative job in Tampa, FL
Are you interested in financial services ? 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 Financial Services team!
As an unlicensed Financial Services Representative, 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 Financial Services Representative 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 Financial Services Representative
Develop a robust understanding of the financial services 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).
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
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 Financial Services Representative 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
Personal Banking Associate
Finance service representative job in Groveland, FL
SUMMARY: Provides administrative support to Personal Banking Officers and Branch Management. Performs a variety of client services duties in support of branch account servicing and sales efforts. Performs other related duties as necessary. ESSENTIAL DUTIES AND RESPONSIBILITIES
Greets, assists and/or directs walk-in clients to the proper department or employee.
Assists the Personal Banking Officers and Branch Management in the administration and client account servicing including but not limited to account changes, debit card orders and wire transfers.
Provides administrative support to Branch team in the new account opening process. Ensures compliance and proper documentation requirements are met in adherence to internal policies and procedures during the new account opening
process and service transactions.
Supports the Branch with the sales marketing efforts. May participate in sales campaigns and assists with in-house marketing events.
Performs Teller transactions as necessary. Ensures accurate and timely processing of basic and routine retail banking transactions for personal and commercial customers. Balances daily work in accordance within established policies and procedures.
Provides Safe Deposit Box client service including admitting clients to Safe Deposit Box vault, opening new accounts, closing accounts, making changes, inventory, and balancing.
Provides support to Electronic Banking department as necessary.
EDUCATION and/or EXPERIENCE
High school diploma or GED equivalent; two years of retail banking related experience including Teller or retail banking client service experience. Excellent customer service and communication skills with the ability to interact effectively with clients by phone or in person in a dynamic work environment. Strong knowledge and understanding of standard bank products, policies and procedures. Multi-task oriented with strong organizational skills. Computer proficient in Outlook, MS Word and Excel.
All candidates for hire will undergo a credit and criminal background check. Only qualified candidates will be contacted.
Grove Bank & Trust is a drug-free workplace and an AA/Equal Opportunity Employer - Minorities/Female/Veteran/Disability.
Auto-ApplyFinancial Representative State Farm Agent Team Member
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
Relationship Banker
Finance service representative job in Largo, FL
Job Details Largo, FL Full TimeDescription
Why have a job when you can build a career? We are proud to be defined by the excellent service and convenience offered to our members, as well as our diverse workforce and company culture. There are many reasons to work for MIDFLORIDA, which is probably why we were voted one of Florida Trend's "Best Places to Work." MIDFLORIDA offers a positive team culture, an open-door management style, a commitment to diversity, stability, competitive benefits, and a career path with a growing, successful company! Join us in our mission to improve the financial well-being of our members!
Relationship Bankers perform the following functions:
Improve the financial well-being of our members and provide excellent service by identifying and recommending appropriate MIDFLORIDA Credit Union products and services to create fully engaged financial relationships with our members.
Complete signature card, loan, IRA, and other documentation in a timely and accurate manner.
Manage a cash drawer and assist in daily branch balancing as needed.
Present a neat and professional personal appearance, in accordance with credit union professional image standards.
Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines.
Exhibit a high degree of integrity, trustworthiness, and professionalism always.
Exude a positive and professional attitude with members and partners consistently.
Develop a strong understanding of customer facing technology with the ability to discuss with and enroll members in self-service options.
Proactively identify ways to improve employee and member experiences.
Perform other duties as assigned.
Qualifications
Qualified candidates will possess:
Possess excellent customer service skills along with strong verbal and written communications skills.
Must have a strong desire to help people.
History of cash handling experience.
Proficient in the use of computers, the internet and Microsoft Office.
A history of meeting or exceeding sales expectations.
Minimum of 2-3 years of experience, including teller, new accounts, and lending.
Familiarity with credit union and/or banking regulations.
The eligibility to meet the requirements of the SAFE Act to be registered as an MLO with NMLS.
Availability to work any shift between the operating hours of 7:00 AM - 7:00 PM Monday through Friday and between 8:00 AM - 1:30 PM on Saturdays.
A High School Diploma or equivalent is required.
MIDFLORIDA Perks:
Stability
Opportunity for growth
Paid time off and paid holidays
Tuition assistance after 6 months of service
401K Plan with employer matching
Health, Dental, and Vision Insurance - Generous and affordable plans for employee and family
Employee Assistance Program- No waiting period to access benefit
Salary and Bonuses - Bonus programs and annual appraisals with salary increase opportunities
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.