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Finance service representative jobs in Winston-Salem, NC

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  • Client Services Representative

    Graham Personnel Services 3.6company rating

    Finance service representative job in High Point, NC

    Graham Personnel Services is seeking a Client Services Representative with strong project management experience to support a Sales Team and maintain client relationships. The ideal candidate can work independently while also collaborating effectively with team members. This role focuses on coordinating client accounts, ensuring accurate communication with operations, and supporting the continued growth of clients. This is a direct hire opportunity with a pay rate of $50-60K Responsibilities: Serve as the main contact for assigned client accounts Maintain and control documentation from the Sales department, including Customer Specification Documents Handle administrative details for new projects Support client services on project-based work, troubleshooting, record-keeping, and process improvement Perform other duties as assigned by supervisor or manager Qualifications: Bachelor's degree preferred Proficient in Microsoft Office Minimum 1 year of experience in client management; 2+ years preferred Strong project management skills required Ability to work independently and collaboratively Skills: Strong communication and organizational skills Detail-oriented with ability to manage multiple tasks Ability to collaborate across teams to support client needs
    $50k-60k yearly 22h ago
  • Customer Service Representative Greensboro, NC

    Alorica 4.1company rating

    Finance service representative job in Greensboro, NC

    Customer Service Representative Terms: Full-time Pay: $16/hr Join Team Alorica At Alorica, we're redefining what it means to be a global leader in customer service and experience one interaction at a time. With locations in 18 countries around the world, we offer endless career opportunities from customer service, training, and tech support, to management, recruiting, and more. And we're proud to say over 70% of our leaders are promoted from within! But that's not all…we also provide a full range of benefits to help our employees achieve financial, emotional, mental, and physical well-being including supporting their own communities through Making Lives Better with Alorica (MLBA). MLBA is our award-winning, in-house non-profit charity that's focused on empowering people through mission-focused work. Job Summary As part of Team Alorica, you'll help our clients by addressing their customers' concerns, providing support, and resolving issues. Responsibilities Assist customers with issues and concerns they are experiencing during the use of the product and/or service Document call-related information for auditing and reporting purposes Maintain and update customer information as necessary Upsell current customers on new or enhanced services Qualifications High school diploma or GED Customer service experience is a plus Strong computer navigational skills Familiarity with Microsoft Office applications (Word, Excel) Excellent oral and written communication skills Exceptional listening/comprehension skills Professional and courteous Customer oriented Work Environment Regular work performed in a climate-controlled, call-center environment Ongoing usage of phone and computer systems Physical Demands Constant sedentary work Benefits Health, dental, and vision coverage/HSA PTO Optional daily pay or weekly pay 401K retirement plan Leadership programs Paid training and tuition reimbursement Employee discounts program including but not limited to groceries, travel, insurance, phone plans, health and wellness, and pet supplies Employee assistance program Additional voluntary benefits Next Steps Place an application Complete your online assessment Our team will review your application If selected to move forward, our team will follow up directly #AloricaJobs #GreensboroNC #Hiring DISCLAIMER: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. Alorica 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, or protected veteran status and will not be discriminated against based on disability.
    $16 hourly Auto-Apply 41d ago
  • Budget & Financial Specialist, Budget and Financial Planning

    Wake Forest University 4.2company rating

    Finance service representative job in Winston-Salem, NC

    External Applicants: Please ensure all required documents are ready to upload before beginning your application, including your resume, cover letter, and any additional materials specified in the . Cover Letter and Supporting Documents: Navigate to the "My Experience" application page. Locate the "Resume/CV" document upload section at the bottom of the page. Use the "Select Files" button to upload your cover letter, resume, and any other required supporting documents. You can select multiple files. Important Note: The "My Experience" page is the only opportunity to attach your cover letter, resume, and supporting documents. You will not be able to modify your application or add attachments after submission. Current Employees: Apply from your existing Workday account in the Jobs Hub. Do not apply from this website. A cover letter is required for all positions; optional for facilities, campus services, and hospitality roles unless otherwise specified. Summary The Budget & Financial Specialist provides effective and efficient administrative and financial management services to campus clients and requires an exceptionally high level of discretion due to exposure and access to highly confidential and sensitive information. Campus departments may engage the services of this position to outsource all or a portion of their respective budget and financial management needs (i.e., facilitation of purchasing, payables, receivables, reporting, budgeting, etc.) * This is a fixed-term, one year appointment. Essential Functions: ● Manages payables for campus clients, including monthly P-Card reconciliations and procurement. ● Coordinates financial and budget procedures for campus clients; analyzes funding for salaries and ensures annual budgets comply with established guidelines. ● Creates and communicates policies and procedures, as required. ● Prepares ongoing budget to actual related financial reports; monitors actuals versus budget; advises clients regarding variances and salary/operating issues impacting the budget. ● Prepares rolling five-year forecast for clients for use in planning and capital spending. ● Manages assigned unit salaries and works with Human Resources and Payroll to ensure that salaries and distributions are correct. ● Provides ad hoc financial analyses as requested; performs information research and analysis for special projects and new programs, as needed. ● Processes reimbursement requests, invoices, billings, and deposits. Prepares and evaluates monthly reports customized for unit needs to report financial condition, strengths, and weaknesses of various units. ● Monitors transactions, reviews and approves requisitions, reimbursements and procurement activity within assigned units. Uses independent judgment in the evaluation and approval of transactions. ● Prepares account reconciliations and journal entries as needed. ● Performs other related duties as assigned. Required Education, Knowledge, Skills, Abilities: ● Associate's Degree in Finance, Accounting or related discipline plus 3-5 years finance-related experience in a university setting. An equivalent combination of education and experience may be acceptable. ● Solves problems that are generally not recurring in nature and that require innovative thinking/reasoning and in-depth analytical skills. ● Proficiency in Word, Excel, PowerPoint, and the Internet. Knowledge in Workday hiring and financial transactions, a plus. ● Excellent work ethic along with the ability to work long hours, when needed. ● Ability to maintain the security and confidentiality of any proprietary or sensitive data. ● Ability to analyze and interpret policy and procedural questions. ● Knowledge of budget development and fiscal management. ● Demonstrated organizational skills, detail orientation, and a proven ability to follow projects and issues through to completion. ● Demonstrated written and verbal communication skills; must have the interpersonal finesses to interact effectively within the university and with external vendors. Preferred Education, Knowledge, Skills, Abilities: ● Bachelor's degree in Accounting, Finance, or related discipline with five or more years of related and progressively more responsible financial work, or an equivalent combination of education and experience. ● Knowledge of U.S. accounting principles (GAAP) and practices. Knowledge of Workday. ● Familiarity with higher education administration current best practices. Accountabilities: Works independently. Reports to the Director, Budget and Campus Financial Services. Physical Requirements: Work primarily involves sitting/standing, communicating with others to exchange information, operating a computer, and assessing the accuracy, neatness, and thoroughness of the work assigned. Additional Job Description Time Type Requirement Full time Note to Applicant: This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor. In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment. Equal Opportunity Statement The University is an equal opportunity employer and welcomes all qualified candidates to apply without regard to race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and military or veteran status. Accommodations for Applicants If you are an individual with a disability and need an accommodation to participate in the application or interview process, please contact ************* or **************.
    $52k-60k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative

    Aspire Heating & Cooling

    Finance service representative job in Winston-Salem, NC

    Job Description Elevate Your Career with Aspire At Aspire Heating & Cooling, we're more than just a home service company-we're a team dedicated to Elevating Lives One Person at a Time . We take pride in supporting our community and investing in our employees. If you're a Customer Service Representative looking for a long-term career-not just a job-we'd love to meet you! Why Join Aspire? Competitive Pay: $17 - $22 per hour, depending on experience, plus opportunities for bonuses Growth & Training: We provide ongoing training and development to help you sharpen your skills and grow in your career Work/Life Balance: Monday-Friday schedule, 6 paid holidays, a floating paid day off for your birthday month, and progressive vacation accruals based on tenure (up to 4 weeks) Supportive Team Culture: Join a team that values communication, collaboration, and mutual success Our Mission, Vision, and Core Values: Mission - Provide exceptional service with integrity and respect for all. Vision - Redefine excellence in the trades. Core Values: Respect - Demonstrating professionalism, kindness, and consideration in all interactions. Integrity - Fostering a culture of transparency, accountability, and trustworthiness. Commitment - Continuously learning and improving to serve with humility. What You'll Do: Responsible for booking calls on the board. Outbound from our database for the best calls first until we're too busy with inbound calls. Answer incoming calls, emails, and messages with professionalism and care Schedule service appointments and coordinate with our field team Provide friendly and knowledgeable support to customers before, during, and after service Maintain accurate records in our customer management system Help resolve customer concerns and ensure every customer interaction ends on a positive note What We're Looking For: At least 1 year of experience in a customer service or dispatching role (HVAC or trades industry preferred but not required) Excellent communication and problem-solving skills Strong attention to detail and organizational abilities A calm, friendly demeanor-even under pressure A team-first mindset and a commitment to delivering an exceptional customer experience Ready to grow with a company that puts people first? Apply today and help us continue Elevating Lives-One Person at a Time.
    $17-22 hourly 11d ago
  • Financial Services Representative State Farm Agent Team Member

    Zach Barnes-State Farm Agent

    Finance service representative job in Winston-Salem, NC

    Job DescriptionROLE DESCRIPTION: As a Financial Services Representative with State Farm Agent Zach Barnes, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of 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 financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. 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 BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $30k-50k yearly est. 27d ago
  • Customer Service Representative / Inside Sales

    Fastsigns 4.1company rating

    Finance service representative job in High Point, NC

    Benefits: 401(k) Company parties Free food & snacks Paid time off Customer Service Representative / Inside Sales FASTSIGNS of High Point, NC has been serving the Triad area for over 25 years. Our mission is to provide each customer with the highest possible level of customer service while solving their visual communications challenges and developing new ideas using quality graphics. Do you have a visual communications challenge, but don't know where to start? FASTSIGNS of High Point, NC is more than ready to help. Our strategists, graphics experts and problem solvers will work with you to find the right mix of visual solutions so you can tell your story the way you want it to be told. At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer Service Representative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and sometimes at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. Here's a quick video to see what an Inside Sales Representative with FASTSIGNS is all about! ************************************************ Responsibilities Work with current and prospective customers, and be the first point of contact for walk-in, e-mail and telephone customers Provide exemplary customer service and build long-lasting relationships by embracing our core principles of being Quick, Clear, and Kind. Responding promptly to customer inquiries, communicating clearly to ensure understanding, and treating every interaction with kindness to create a positive customer experience. Give signage and design recommendations, prepare estimates, communicate with customers on order status and project completion Execute a variety of marketing functions, and maintain an attractive retail environment Help as needed with reports, required paperwork, and shipping Enjoy being involved in daily team meetings, and be intimately involved in the success of the FASTSIGNS Center Typical Physical Demands Ability to work under pressure and tight deadlines Ability to stand for long periods of time. Ability to lift 25 or more pounds. Present and maintain a good driving record. Flexibility to lean over a waist-high table and use back and forth hand motion to apply vinyl letters and graphics to a substrate when needed. Qualifications Outgoing, responsive, eager to learn and with a desire to succeed Great verbal and written communication skills Strong organizational and time management skills Experience in resolving customer satisfaction issues Proficient with computer and internet skills, including Microsoft Office Basic Math Skills 2-3 years of retail or counter sales experience preferred High school diploma or equivalent Benefits Competitive Base Salary + Commissions + Bonuses Paid Vacation and Holidays Formal Ongoing Training Outside Sales Certification Program Dental and Vision Program available 401K benefits Creative work environment Team Culture Monday-Friday 8AM-5PM Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Discover your next career! Make Your Statement with us! Apply today! Get inspired by this video ************************************************ FASTSIGNS of High Point is an Equal Opportunity Employer. Compensation: $19.00 - $19.00 per hour At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $19-19 hourly Auto-Apply 60d+ ago
  • Parts & Service Associate

    Interstate Group LLC 3.8company rating

    Finance service representative job in Tyro, NC

    TrailersPlus, the largest factory-owned trailer dealership in the United States with over 80 locations, is seeking a Parts and Service assistant for its Linwood location. We also manufacture Interstate trailers, the highest quality cargo trailer in the world, and have over 400,000 satisfied customers. Job Details: Inspect, service and repair trailers Install parts and accessories Receive and process shipments Maintain facility and grounds Requirements: Familiarity with basic tools used for trailer repair is preferred Forklift Certification Required (company-paid training) Ability to work in a fast-paced, detail-oriented environment Ability to be on your feet for a long period of time Ability to lift up to 50 pounds Our ideal technician is professional, team-oriented, and shows a service-based mindset for uncompromised customer satisfaction. Work Hours: Tuesday - Saturday | 8:00am - 5:00pm Pay Range: $18.00 to $19.00 per hour plus commission Benefits: Work/life balance with a 40 hour work week 401(k) with employer match Comprehensive health, dental, vision, and pet insurance Life insurance paid by the company Paid time off, sick pay, and a flexible spending account Rain Instant Pay: Access up to $1,000 of earned wages before payday Click Apply Now or navigate to our careers page, ************************************** to start the application process. A member of our HR team will respond quickly to assist all qualified candidates. TrailersPlus is an equal opportunity employer. To learn more, visit us at trailersplus.com.
    $18-19 hourly Auto-Apply 10d ago
  • Medical Equipment Setup, CSR

    Carsonvalleyhealth

    Finance service representative job in Winston-Salem, NC

    This employee will set up CPAPs, Respiratory Assist Devices (RADs), maintain CPAP/RAD Compliance, manage CPAP/RAD supplies/inquiries/orders, call md INR missed appointments, manage Oximetry process, and complete all other tasks assigned/related to the functionality of the center. Job Responsibilities: Performs CPAP/RAD setups in a timely and professional manner May also perform setup of oxygen equipment and other DME in patients' homes as well This includes completion of all required documentation, instructs patient on the safe and proper use of equipment Cleans rental equipment when returned to the center, in accordance with policies and procedures Maintain cleanliness and organization of warehouse/storage area Monitors CPAP/RAD Compliance report and follows up with non-compliant patients Receives and responds to patient requests for CPAP/RAD supplies, including insurance verification, confirmation of the specific supplies needed, and arranging for them to be shipped to the patient Monitors md INR Compliance report and follows up with non-compliant patients Manage the center's oximetry process Follows applicable policies and procedures of the company, including those in the Safety & Regulatory Manual including but not limited to General Safety, OSHA, and Emergency Planning Responsible for participating in on-call responsibilities for the center The frequency of participation will depend on the size of the center and the number of employees sharing the responsibility Represents the company through professional personal appearance, patient care activities May serve as a backup to other employees for vacation, illness, or other periods of absenteeism Requires use of personal vehicle and a valid driver's license #DD
    $27k-35k yearly est. 2d ago
  • Medical Equipment Setup, CSR

    TCH Group, LLC 2.9company rating

    Finance service representative job in Winston-Salem, NC

    This employee will set up CPAPs, Respiratory Assist Devices (RADs), maintain CPAP/RAD Compliance, manage CPAP/RAD supplies/inquiries/orders, call md INR missed appointments, manage Oximetry process, and complete all other tasks assigned/related to the functionality of the center. Job Responsibilities: Performs CPAP/RAD setups in a timely and professional manner May also perform setup of oxygen equipment and other DME in patients' homes as well This includes completion of all required documentation, instructs patient on the safe and proper use of equipment Cleans rental equipment when returned to the center, in accordance with policies and procedures Maintain cleanliness and organization of warehouse/storage area Monitors CPAP/RAD Compliance report and follows up with non-compliant patients Receives and responds to patient requests for CPAP/RAD supplies, including insurance verification, confirmation of the specific supplies needed, and arranging for them to be shipped to the patient Monitors md INR Compliance report and follows up with non-compliant patients Manage the center's oximetry process Follows applicable policies and procedures of the company, including those in the Safety & Regulatory Manual including but not limited to General Safety, OSHA, and Emergency Planning Responsible for participating in on-call responsibilities for the center The frequency of participation will depend on the size of the center and the number of employees sharing the responsibility Represents the company through professional personal appearance, patient care activities May serve as a backup to other employees for vacation, illness, or other periods of absenteeism Requires use of personal vehicle and a valid driver's license #DD
    $27k-35k yearly est. 2d ago
  • Customer Service Representative - State Farm Agent Team Member

    Danielle Waller-State Farm Agent

    Finance service representative job in Winston-Salem, NC

    Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Hourly pay plus commission/bonus 401k with 3% match Paid time off (vacation and personal/sick days) Flexible hours Paid birthday off each year Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $27k-35k yearly est. 19d ago
  • Customer Service Rep(05540) - 7821 N. Point Blvd

    Domino's Franchise

    Finance service representative job in Winston-Salem, NC

    Job Description Imagine yourself with a job with flexible hours, competitive pay, a fun environment, did we mention flexible hours? We're already imagining you in that job, right now. We're imagining that because right now we're looking for Customer Service Representatives - the people who answer the phone and make pizzas. We are a locally owned and operated franchise with a key focus on customer service & kindness. Want to hear more? Apply Online now!
    $27k-35k yearly est. 12d ago
  • Customer Service Representative / Dispatcher

    Mr. Handyman of W Greensboro, Sumerfield and Oak Ridge

    Finance service representative job in High Point, NC

    Job Description Job Title: Customer Service Representative/ Dispatcher Job Type: Full-time Salary: $16.00 to $22.00 , based on experience We are looking for a highly organized and customer-focused Customer Service Representative / Dispatcher to join our team. In this role, you will be responsible for coordinating service requests, dispatching field personnel, and ensuring timely and efficient customer support. The ideal candidate will have excellent communication skills, strong problem-solving abilities, and the ability to work in a fast-paced environment. Key Responsibilities: Answer incoming calls and respond to customer inquiries professionally and efficiently. Schedule and dispatch service technicians, drivers, or field personnel based on customer needs and availability. Monitor and track service requests to ensure timely completion. Communicate effectively with customers, providing status updates and resolving issues as needed. Maintain accurate records of service calls, dispatch logs, and customer interactions. Collaborate with internal departments to streamline operations and improve customer satisfaction. Handle emergency situations and urgent requests with a sense of urgency and efficiency. Utilize dispatch software and CRM tool (Service Titian) to manage work orders and documentation. Requirements: High school diploma or equivalent (Associate's or Bachelor's degree is a plus). Previous experience in customer service, dispatching, or a related field preferred. Strong multitasking and organizational skills. Excellent verbal and written communication skills. Proficiency in using dispatch software, CRM systems, and Microsoft Office Suite. Ability to resolve customer issues effectively. Problem-solving skills with a proactive approach to customer service. Benefits: Competitive Pay with performance incentives. Paid time off Paid holidays. 401K Match Career growth and development opportunities. Join our team and be a part of a company that values excellent customer service and efficient operations!
    $16-22 hourly 17d ago
  • Customer Service Representative

    Sydnic LLC

    Finance service representative job in Greensboro, NC

    Job Description Are you an eager self-starter that loves systems and improving efficiency? Are you looking for a career that is rewarding with opportunities for growth? As the Customer Service Representative, you will serve as the guru of residential garage doors, garage door openers, and related components. You will interact with customers on a daily basis, providing them with excellent customer service, answering all customer inquiries with high level of accuracy and up to date information. You will support the Logistics team as needed and provide a high level of customer service to internal customers, such as technicians in the field, installers, etc. You will also provide training support for all customer service duties inside and outside of the customer service team. This position will be part of our Customer Service team, not only supporting all of the functional departments and employees of Sydnic LLC, but also supporting our external customers. If you are looking for a company that values your success, where you can grow both personally and professionally, we would love to talk to you. Apply at Precision Garage Door Service today! Why You'll Want to Join the Precision Garage Door Service Team As a vetted franchise owner, we're a leader in the industry, focusing on the customer experience and your career. You'll receive: · Professional training and development - Our goal for our office team is to own systems, processes, and results. · Pay - you'll make between $20 and $24 per hour as a Customer Service Representative. · A team invested in your future - We're a team here, and while you'll be working independently much of the time, you'll find out quickly that everyone has your back. · Support from our leadership - We are passionate about helping and supporting you and your goals. · Support from the Team - Just because you are on your own doesn't mean you are completely isolated. We have a dynamic team environment where we keep in touch with everyone, whether it's on a group phone call or a FaceTime chat to help each other out through the day. We meet regularly. · Friendly Competition and Accountability - We push each other to be better and are all competitive by nature. We hold each other accountable and learn from each other's mistakes. · One of the Best - As a Precision Garage Door Service employee, you'll be representing a brand that sets a high level of professionalism in the industry, from our branded company vehicles to our high-quality level of service. We also set a high bar in valuing and taking care of our employees, providing the best benefits packages and compensation opportunities. Your Responsibilities as a Customer Service Representative: As a Customer Service Representative, you'll promptly and professionally handle any incoming calls and requests from customers, while providing an exceptional level of customer service. Promptly and professionally handle any incoming calls and requests from customers, while providing an exceptional level of customer service Processes customer payments, refunds, and financing accurately and efficiently and able to answer customer inquiriesregardingbilling Provide quality customer service in a variety of areas, including but not limitedto:scheduling, billing, ordering, and technical support Assistcustomers with basic technical support needsand provides them with applicable and relevant resources Manage customer service resources (ex. MailPage, Trello,Service Titan,etc.) Manage and remain up to date on communications, both internally and externallyinall platforms such as Teams, Outlook, Trello, etc. Respond to customer messages received on marketing platformsas assigned/neededand convert leads into booked jobs(i.e.Angi, Yelp, BBB, Facebook, Google, etc.) Assistwith and manage collection of accounts receivableswhen able/as needed Schedules technician calls for all markets as needed Provides phone support in all markets Provide backup support tothe Logisticsteam, including communication with customers,collecting deposits, sending order confirmation documentation, scheduling installations, etc.when able/as needed Work with other relevant teams to resolve any potential or current customer issues Follows up with all customer inquiries or estimates Document communications with customers in CRM systemsaccurately and regularly Provide administrative support to various functions within the organization Participate in continual training and improvement of processes How to Succeed in this Role · Maximizing Your Time - You will stay busy by fully addressing the customer's needs and offering them the best solutions, and managing your time throughout the day to help as many customers as you can. This allows you to control your own income. · Quality Work - You'll make sure the job gets done right the first time. · Wowing the Customer - Customers will be happy and leave glowing reviews. · Commitment to Safety - You drive and work safely. Requirements for the Customer Service Representative Role Basic Position Requirements · Ability to provide excellent customer service by assessing customer needs, meeting quality standards and evaluating customer satisfaction · Ability to give full attention to what other people are saying, take time to understand the points being made, ask questions as appropriate, and not interrupt at inappropriate times · Ability to establish and maintain effective and cooperative working relationships with those contacted in the course of work · Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems · Ability to cooperate and solve problems in a team environment · Ability to follow complex instructions and communicate effectively orally and in writing · Ability to organize work for timely completion · Ability to identify specific door brands, openers, keyless entry systems and components Knowledge/Skills/Abilities Knowledge of scheduling, problem solving and conflict resolution Knowledge of basic accounting and finance as it relates to sales Skill in using Microsoft Office products (Word, Outlook, and Excel) or equivalent in G-Suite Skill in using alternative computer programs and software (Service Titan, Swipe Simple, Salesforce, etc.) Skill in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems Ability to provide excellent customer service by assessing customer needs, meeting quality standards and evaluating customer satisfaction Ability to give full attention to customer communications, take time to understand the points being made, ask questions as appropriate, and not interrupt at inappropriate times Ability to establish and maintain effective and cooperative working relationships with those contacted in the course of work Ability to cooperate and solve problems in a team environment Ability to follow complex instructions and communicate effectively orally and in writing Ability to organize work for timely completion Ability to learn and identify specific brands of products offered and components Ability to learn and convey basic technical support Ability to assist with administrative tasks Pay and Benefits We offer competitive pay that will meet or beat any trade. Pay will be approximately $41,600-$50,000 per year. Competitive pay that grows with experience PTO (Paid Time Off) 9 Paid Holidays (New Year's Day, Good Friday, President's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Christmas Eve, Christmas Day) On-the-Job Training & support Travel expense reimbursement and Training Per Diem Professional Development reimbursement Health, dental, vision insurance (multiple insurance level options) HSA/FSA Accident coverage Short and Long Term Disability Company Sponsored Life Insurance Voluntary Life Insurance 401k Retirement Options w/ 5% company match Employee Referral Program up to $500 At Precision Garage Door Service, we take pride in building a strong team and a sophisticated reputation. With our training and processes, the sky is the limit for your success in this industry. If you are ready to put your customer service and mechanical skills to work to elevate your career, then we want to hear from you. APPLY TODAY!
    $41.6k-50k yearly 26d ago
  • Business Banker

    First National Trust Company

    Finance service representative job in Winston-Salem, NC

    Primary Office Location:161 S. Stratford Road. Winston Salem, North Carolina. 27104.Join our team. Make a difference - for us and for your future. Business Banker 2 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader Position Overview: This position is primarily responsible for developing, managing and maintaining business relationships, developing and administering a portfolio of loans, analyzing credit worthiness, monitoring loan performance and promoting the Bank's image in order to develop new and expand existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Develops, manages and maintains business relationships by profiling and maintaining relationships, determining banking needs, selling products and services to meet needs, resolving poor performance and other problems in a professional manner to develop new and expend existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. Develops and administers a portfolio of loans by making sound credit analysis of customer's financial condition and ability to repay according to established policies, procedures and objectives such as portfolio yield, loss ratio and delinquency while providing excellent customer service contributing to the Bank's profit and growth objectives. Analyzes credit worthiness by determining the soundness of the loan, understanding the customer's financial condition, collateral position and the ability to repay in accordance with the Bank's credit quality, profitability and growth objectives and established policies and procedures and government regulations to create a portfolio of quality loans that meet or exceed the standards of the Bank. Monitors loan performance by maintaining contact with borrowers, understanding their financial condition and resolving problems in accordance with established policies and procedures and in an accurate and timely manner in order to reduce risk from collateral deterioration or the borrower's inability to pay. Promotes the Bank's image by participating in community development activities and service organizations without jeopardizing other responsibilities and in compliance with the Community Reinvestment Act requirements in order to present a favorable image in the community and establish contacts that could generate new business. Develops and maintains a personal program for maintaining an adequate level of knowledge in business development, lending and other banking matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees in order to ensure an acceptable degree of performance. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 3 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $43k-78k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative - State Farm Agent Team Member

    Jeff Fuller-State Farm Agent

    Finance service representative job in High Point, NC

    Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for you! Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand. Responsibilities: Forge enduring customer relationships and proactively follow up to ensure continued satisfaction. Employ a customer-centric, needs-based approach to guide clients through comprehensive insurance options, empowering them to make informed decisions. Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs. As an Agent Team Member, you will receive... 401k Hourly pay plus commission/bonus Paid time off (vacation and personal/sick days) Flexible hours Professional development Abundant opportunities for career advancement within our agency Requirements: Genuine interest in marketing products and services that align with customer needs and preferences. Exceptional communication skills across all channels - written, verbal, and attentive listening. A people-centric mindset with a keen eye for detail. Proactive problem-solving abilities, ensuring swift resolutions for customer inquiries. Proficiency in learning and navigating computer functions efficiently. Collaborative spirit, thriving in a dynamic team environment. If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $27k-35k yearly est. 26d ago
  • Customer Service Representative / Inside Sales

    Fastsigns #110701

    Finance service representative job in High Point, NC

    Job DescriptionBenefits: 401(k) Company parties Free food & snacks Paid time off Customer Service Representative / Inside Sales FASTSIGNS of High Point, NC has been serving the Triad area for over 25 years. Our mission is to provide each customer with the highest possible level of customer service while solving their visual communications challenges and developing new ideas using quality graphics. Do you have a visual communications challenge, but don't know where to start? FASTSIGNS of High Point, NC is more than ready to help. Our strategists, graphics experts and problem solvers will work with you to find the right mix of visual solutions so you can tell your story the way you want it to be told. At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer Service Representative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and sometimes at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. Here's a quick video to see what an Inside Sales Representative with FASTSIGNS is all about! ************************************************ Responsibilities Work with current and prospective customers, and be the first point of contact for walk-in, e-mail and telephone customers Provide exemplary customer service and build long-lasting relationships by embracing our core principles of being Quick, Clear, and Kind. Responding promptly to customer inquiries, communicating clearly to ensure understanding, and treating every interaction with kindness to create a positive customer experience. Give signage and design recommendations, prepare estimates, communicate with customers on order status and project completion Execute a variety of marketing functions, and maintain an attractive retail environment Help as needed with reports, required paperwork, and shipping Enjoy being involved in daily team meetings, and be intimately involved in the success of the FASTSIGNS Center Typical Physical Demands Ability to work under pressure and tight deadlines Ability to stand for long periods of time. Ability to lift 25 or more pounds. Present and maintain a good driving record. Flexibility to lean over a waist-high table and use back and forth hand motion to apply vinyl letters and graphics to a substrate when needed. Qualifications Outgoing, responsive, eager to learn and with a desire to succeed Great verbal and written communication skills Strong organizational and time management skills Experience in resolving customer satisfaction issues Proficient with computer and internet skills, including Microsoft Office Basic Math Skills 2-3 years of retail or counter sales experience preferred High school diploma or equivalent Benefits Competitive Base Salary + Commissions + Bonuses Paid Vacation and Holidays Formal Ongoing Training Outside Sales Certification Program Dental and Vision Program available 401K benefits Creative work environment Team Culture Monday-Friday 8AM-5PM Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Discover your next career! Make Your Statement with us! Apply today! Get inspired by this video ************************************************ FASTSIGNS of High Point is an Equal Opportunity Employer.
    $27k-35k yearly est. 25d ago
  • Private Client Banker - (New Build) Asheboro - Asheboro, NC

    JPMC

    Finance service representative job in Asheboro, NC

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $40k-86k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative

    Fyzical Therapy and Balance Centers 3.7company rating

    Finance service representative job in Mooresville, NC

    Job Description If you have a passion for helping others and enjoy interacting with the general public, FYZICAL, the leading physical therapy company in the country, has a Client Care Specialist/PT technician opening in Mooresville, NC, that is a perfect fit for you! As the first and last person our amazing patients see when they enter and leave our cutting-edge facility, your role as Client Care Specialist is central to our daily operations. Here, you will join a champion team that works together to help grateful patients get back to the lives they love. We are committed to changing the Physical Therapy industry by creating non-traditional, individualized treatment plans and want you along on that important journey. As part of the FYZICAL family, you can take advantage of advancement opportunities, state-of-the-art technology, and grow your career under a practice leader who is fully invested in you. This excellent opportunity will not last long! Apply for FYZICAL's Client Care Specialist job opening today! Responsibilities Manage all patient scheduling, including evaluations, re-evaluations, reminders, cancellations, and multi-line phone support Act a a liaison between patients, physicians, and clinical staff, providing clear communication and disseminating necessary information Answer questions from current and prospective patients; coordinate arrival and appointment flow Gather and document new patient intake information Track and manage clinic referrals and ensure all required paperwork is completed Verify patient insurance coverage and track insurance-authorized visits Collect copayment and process all patient payments daily Monitor and record Explanation of Benefits (EOB's) Send, receive, and log all clinical reports sent to or received from physicians Open, sort and distribute all incoming mail; send benefits to billing department Manage clear communication with office manager and clinicians regarding updates and patient arrivals and cancellations Ensure organizes handling of all front-office operations to support smooth clinic workflow Required Skills High school diploma or equivalent Valid driver's license and reliable transportation Excellent communications skills and ability to multitask Detail-oriented with strong organizational abilities Positive attitude, good work ethic, integrity and compassion for patients Professional and friendly demeanor Ability to handle fast-paced administrative tasks with accuracy and care
    $26k-34k yearly est. 9d ago
  • Customer Service Representative - State Farm Agent Team Member

    Kimberly Bell-State Farm Agent

    Finance service representative job in Greensboro, NC

    Job DescriptionBenefits: License reimbursement Opportunity for advancement Paid time off Training & development Bonus based on performance Competitive salary Flexible schedule ROLE DESCRIPTION: As a Customer Service Representative with Kimberly Bell State Farm, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. RESPONSIBILITIES: Answer customer inquiries and provide policy information. Assist clients with policy changes and updates. Process insurance claims and follow up with clients. Maintain accurate records of customer interactions. QUALIFICATIONS: Strong communication and interpersonal skills. Detail-oriented and able to multitask. Previous customer service experience preferred.
    $27k-35k yearly est. 25d ago
  • Customer Service Representative -CONCORD, NC

    Fastsigns #111501

    Finance service representative job in Mooresville, NC

    Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Free food & snacks Free uniforms Opportunity for advancement Training & development Fastsigns Concord is hiring for a Customer Service Representative to join our team! Benefits/Perks: Competitive Pay Paid Vacation and Holidays Performance Bonus Ongoing Training Opportunities A Successful FASTSIGNS Customer Service Representative Will: Be the initial contact with current as well as prospective customers in our FASTSIGNS Center Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center Work with customers in numerous ways such as email, telephone, in-person and at their place of business Build long-lasting relationships by turning prospects into long term clients. Ideal Qualifications for FASTSIGNS Customer Service Representative: 2-3 years of retail or counter sales experience preferred High school diploma or equivalent Outgoing, responsive, eager to learn and has the ability to build relationships Great listening and organization skills Ability to sit for long periods (4 hours or more) Ability to view a computer screen for long periods (4 hours or more) Ability to work under pressure to output high volume, high-quality work Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today!
    $26k-35k yearly est. 27d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Winston-Salem, NC?

The average finance service representative in Winston-Salem, NC earns between $24,000 and $62,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Winston-Salem, NC

$39,000

What are the biggest employers of Finance Service Representatives in Winston-Salem, NC?

The biggest employers of Finance Service Representatives in Winston-Salem, NC are:
  1. Zach Barnes-State Farm Agent
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