Representative jobs at Insight Credit Union - 263 jobs

The Customer Service Representative is responsible for performing intermediate duties and support related to branch operational activities and financial services by processing all new account-related transactions. Assists customers in their selection of various accounts and financial services, cross-sell the Bank's products and services, and opens, maintains, and closes all account types. Essentials Performs intermediate duties and support related to branch operational activities and financial services by processing all new account-related transactions. Assists consumer and business customers in their selection of various accounts, products, and financial services available from the Bank, and ensures cross-sell opportunities are presented by applying professional sales techniques. Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation; and assists customers in completing credit applications. Provides support to all assigned areas of branch operations where service or assistance is needed, including new accounts, teller, safe deposit, vault teller, and lending; and provides leadership, training, and support to less experienced new account representatives and other branch staff members. Discusses, prepares, and processes documents related to the Bank's electronic banking services. Discusses and accepts merchant card applications for submission to the bankcard services department. Makes decisions regarding the opening of new deposit accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; and prepares all documents and items pertaining to checking accounts, savings accounts, and certificates of deposit for processing. Operates personal computer to process account activity, and determines balances and resolve problems within given authority. Processes various loan transactions; consumer, commercial, and real estate loan payments and advances. May represent the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business. Provides effective customer service by answering customer questions; investigates and corrects errors; and resolves problems or other issues. Issues official checks, certificates of deposit (COD), etc. Performs safe deposit duties by opening accounts, controlling access, assisting customers, and processing affiliated reports. Receives and processes stop payment and hold orders. Presents funds received from customer to teller for initial deposits, determine funds availability and obtains receipt for the customer. Processes credit reports, wire transfers, address changes, check and deposit slip orders, and endorsement stamp orders. Records, files, scans documents, updates information, and sorts mail or reports as required. Gathers data and processes various reports and callbacks. Answers telephones and directs callers to proper Bank personnel. Processes debit card applications, card ordering, and file maintenance. Processes statements, renewal notices, and interest payments for IRA and certificates of deposit accounts. May assist in opening and closing the vault daily, and assist in balancing vault currency and coin. Cross-trains less experienced branch personnel. Types routine letters reports and forms. Maintains files, copies, and faxes documents, and orders and distributes supplies. Performs official notary service duties. Treats people with respect; keeps commitments; Inspires the trust of others; works ethically and with integrity; upholds organizational values; and accepts responsibility for own actions. Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; promotes working environment free of harassment of any type, and builds a diverse workforce and supports affirmative action. Assures compliance with all Bank policies, procedures, and processes, and all applicable state and federal banking laws, rules, and regulations, and adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position. Completes administrative tasks correctly and on time; supports the Bank's goals and values; and benefits the Bank through outside activities. Performs the position safely, without endangering the health or safety of themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations, and orders issued under the OSHA Act of 1970, which apply to one's actions and conduct.

Tampa, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. Key responsibilities include working in an environment that requires accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions. **Responsibilities:** + Identifies client needs and recommends solutions when fraud has been identified + Records data captured during client interactions accurately + Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis + Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy + Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls **Required Qualifications:** + Proficient in both English and Spanish + 1+ years of customer/client service experience, including experience handling difficult client situations + Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives + Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions + Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule + Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays + Communicates effectively and confidently with all clients to make their financial lives better + Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections + Comfortable receiving ongoing performance feedback and coaching + Ability to learn and adapt to new information and technology platforms + Minimum of an intermediate level of proficiency with computers and current technology **Desired Qualifications:** + 1+ years of experience in the banking/financial industry + 2+ years of experience working in a client service capacity **Skills:** + Conflict Management + Customer and Client Focus + Decision Making + Fraud Management + Oral Communications + Active Listening + Attention to Detail + Data Collection and Entry + Issue Management + Problem Solving + Adaptability + Collaboration + Critical Thinking + Influence **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 2nd shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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. There are many reasons to work for MIDFLORIDA, which is probably why we we're voted one of Florida Trend's "Best Places to Work." MIDFLORIDA offers a positive team culture, an open-door management style, 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! Call Center Representatives perform the following functions: Provide excellent service by answering questions and fulfilling requests via phone and email in a timely and accurate manner. Improve the financial well-being of our members by offering products and services to save time and money. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Perform member maintenance as required. Deliver problem solving solutions and perform research as needed. Provide technical solutions in support of MIDFLORIDA's electronic services. Accountable for meeting productivity, quality, and sales goals. Professional and efficient communications with all departments promoting synergy. 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. Proficient in the use of computers, the internet and Microsoft Office. Flexibility, resilience, and the ability to multi-task while assisting members. Time management, organization, and problem-solving abilities. A history of meeting or exceeding sales expectations. Availability to work any shift between the operating hours of 7:00 AM - 8:00 PM Monday through Saturday. A High School Diploma or equivalent is required. Previous call center experience preferred. Bilingual (English and Spanish) candidates are encouraged to apply. 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.

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts. At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success. To learn more, visit ****************************** Job Summary Under limited supervision in a high-volume call center, uses detailed knowledge and skills obtained through on-the-job training to administer the establishment and maintenance of new and existing client accounts. Also, facilitates problem resolution, document processing, and Operations support. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making responsibility. Provide excellent customer service, professionalism and efficient support to internal and external customers. Available Shift: 11:30am-8pm EST Job Responsibilities Review, update, maintain and service accounts by enforcing the documentation of client/plan accounts to meet industry policies and regulations. Answers all incoming calls into the operational center regarding client account and compliance questions related to the account/plan type Scrutinizes basic information contained in all types of plan agreements. Maintains accurate records/notes to ensure all plan requests are completed within regulated time allotment. Provide support and direction regarding required operational processes, polices and timeframes Assists management in identifying procedures and policies that are outdated or ineffective. Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development. Maintains and files weekly statistical reports for the department. Performs general clerical activities, including faxing, copying and filing. Assists other areas of the department with various functions when volume is high and/or staffing levels are low. Performs other duties and responsibilities as assigned Requirements Bilingual in English and Spanish (written and verbal communication) General understanding of all job functions within Operations. General understanding of various industry rules and regulations that must be followed for all plan/product types. Organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines. Reasoning and problem-solving skills to research and resolve general problems. Operating standard office equipment and using required software applications, including Microsoft Office applications (Word, Excel, Power Point, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence. Communication skills and professional demeanor to interact with all levels of management, other employees and counterparts at other companies. Work independently and in a team environment as well as cooperation with supervisor. Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries. Learn and understand the various legal documents required by various companies in order to process client requests. Learn and apply new information, skills, and processes, quickly including the various regulations, back office systems and imaging system. Read and interpret financial statements. Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities. Perform accurate data entry, 10 key by touch, and type at least 30 words per minute. Provide a high level of customer service. Reliable internet connection, candidate must have in home Wifi to support the duties required to carry out the job. Remote Work Information For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying. Compensation Information The average salary for this position is expected to be $20/hour, however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers Additional Information As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

* One year Banking experience * Six months Call Center experience * Excellent communication skills * Bilingual Spanish and English preferred First State Bank of the Florida Keys is a customer-focused bank with a long history of serving, reaching out, and connecting with the community. Founded in 1955 with a single branch in Key West, the Bank has grown and changed, as has the surrounding community, but our core values remain the same. First State Bank of the Florida Keys recognizes that what sets us apart are our people. Here's why you should join First State Bank: * Competitive Salary and Hourly Pay Rates * Medical, Dental, Vision, Life, Long-Term Disability plans available * 401K Retirement Program with employer matching * Paid Time Off plus Federal Bank Holidays * Profit Sharing Program * Tuition Reimbursement Position Summary: The CSR Digital Banking Representative answers the Bank's main switchboard line; and handles customer questions, complaints, and account inquiries with the highest degree of courtesy and professionalism to resolve customer issues with one call resolution. Routine tasks must be completed timely to ensure continuous flow throughout the organization; therefore, the representative must possess the ability to multi-task, work independently, maintain focus, and pay strong attention to detail. To ensure this process flow is consistent, cross training within the Digital Banking Department is essential. Position Responsibilities: * Administer daily data processing functions, including new enrollments, electronic file transfers, wire transfers, stop payments, ACH, bill pay drafts, and other related activities, including troubleshooting and technical support. * Administer requests for additions, changes, research, and assistance related to Digital Banking transactions and services, automated voice response system, core banking system, and any other products or services managed by the Digital Banking Department. * Answer customer/client requests or inquiries concerning services, products, fees, claims, and reports problem areas. * Organize and respond to action items and customer communications generated online, as well as customer service and interdepartmental email; prepare customer and interdepartmental communication as needed. * Perform general office duties including filing, preparing mailings, and data entry. * Provide back-up support to all other unit functions and assist with any related task as requested, needed, or assigned by the specialist/manager. * Responsible for improving customer retention through cross-selling of programs and services available to the customer. * Strong understanding of the concepts of audit trails and separation of duties. * Standard office skills such as: typing with accuracy and reasonable speed, business software applications, including Microsoft Windows, Teams, Outlook, Word and Excel; Fax; Scanner; Photocopier; etc. * Sound computer/technical skills including basic troubleshooting; understanding of batch processing; transaction flow in a banking environment; or call center/help desk environment a plus * Appetite for continuous learning; resiliency and an affinity for change * Performs other related duties and responsibilities as assigned * Responsibilities also include other duties as assigned by the supervisor/manager Competencies: * Flexible and highly motivated team member * Work under pressure in a fast-paced work environment * Good communication skills to provide excellent service to our valued customers * Bi-lingual is preferred Required Education & Experience: * High School Diploma, GED or equivalent * One-Two year' customer service experience in a Bank or Credit Union * 1-year Customer Service * Excellent Verbal and Written Communication with Customers Essential Job Functions: Essential job functions include the employee occupying this position will frequently be required to perform problem resolution; communicate with both internal and external customers and create written documentation. The employee must be able to remain in a stationary position 60 percent of the time; frequently operate a telephone, computer, printer, copier and fax machine; and occasionally move about inside the office to access file cabinets, office machinery, etc. First State Bank of the Florida Keys is an equal opportunity employer which provides equal employment opportunities to all qualified individuals without regard to race, color, religion, gender, age, national origin, citizenship, disability, sexual orientation, marital status or any other basis protected by federal, state or local laws. EOE M/F/V/D

One year Banking experience Six months Call Center experience Excellent communication skills Bilingual Spanish and English preferred First State Bank of the Florida Keys is a customer-focused bank with a long history of serving, reaching out, and connecting with the community. Founded in 1955 with a single branch in Key West, the Bank has grown and changed, as has the surrounding community, but our core values remain the same. First State Bank of the Florida Keys recognizes that what sets us apart are our people. Here's why you should join First State Bank: Competitive Salary and Hourly Pay Rates Medical, Dental, Vision, Life, Long-Term Disability plans available 401K Retirement Program with employer matching Paid Time Off plus Federal Bank Holidays Profit Sharing Program Tuition Reimbursement Position Summary: The CSR Digital Banking Representative answers the Bank's main switchboard line; and handles customer questions, complaints, and account inquiries with the highest degree of courtesy and professionalism to resolve customer issues with one call resolution. Routine tasks must be completed timely to ensure continuous flow throughout the organization; therefore, the representative must possess the ability to multi-task, work independently, maintain focus, and pay strong attention to detail. To ensure this process flow is consistent, cross training within the Digital Banking Department is essential. Position Responsibilities: Administer daily data processing functions, including new enrollments, electronic file transfers, wire transfers, stop payments, ACH, bill pay drafts, and other related activities, including troubleshooting and technical support. Administer requests for additions, changes, research, and assistance related to Digital Banking transactions and services, automated voice response system, core banking system, and any other products or services managed by the Digital Banking Department. Answer customer/client requests or inquiries concerning services, products, fees, claims, and reports problem areas. Organize and respond to action items and customer communications generated online, as well as customer service and interdepartmental email; prepare customer and interdepartmental communication as needed. Perform general office duties including filing, preparing mailings, and data entry. Provide back-up support to all other unit functions and assist with any related task as requested, needed, or assigned by the specialist/manager. Responsible for improving customer retention through cross-selling of programs and services available to the customer. Strong understanding of the concepts of audit trails and separation of duties. Standard office skills such as: typing with accuracy and reasonable speed, business software applications, including Microsoft Windows, Teams, Outlook, Word and Excel; Fax; Scanner; Photocopier; etc. Sound computer/technical skills including basic troubleshooting; understanding of batch processing; transaction flow in a banking environment; or call center/help desk environment a plus Appetite for continuous learning; resiliency and an affinity for change Performs other related duties and responsibilities as assigned Responsibilities also include other duties as assigned by the supervisor/manager Competencies: Flexible and highly motivated team member Work under pressure in a fast-paced work environment Good communication skills to provide excellent service to our valued customers Bi-lingual is preferred Required Education & Experience: High School Diploma, GED or equivalent One-Two year' customer service experience in a Bank or Credit Union 1-year Customer Service Excellent Verbal and Written Communication with Customers Essential Job Functions: Essential job functions include the employee occupying this position will frequently be required to perform problem resolution; communicate with both internal and external customers and create written documentation. The employee must be able to remain in a stationary position 60 percent of the time; frequently operate a telephone, computer, printer, copier and fax machine; and occasionally move about inside the office to access file cabinets, office machinery, etc. First State Bank of the Florida Keys is an equal opportunity employer which provides equal employment opportunities to all qualified individuals without regard to race, color, religion, gender, age, national origin, citizenship, disability, sexual orientation, marital status or any other basis protected by federal, state or local laws. EOE M/F/V/D

Job Description Bistro Delight in Miami, FL is looking for one call center representative to join our team. Our ideal candidate is a self-starter, ambitious, and hard-working. Responsibilities Take customer calls and provide accurate, satisfactory answers to their queries and concerns De-escalate situations involving dissatisfied customers, offering patient assistance and support Call clients and customers to inform them about the company's new products, services and policies Guide callers through troubleshooting, navigating the company site or using the products or services Review customer or client accounts, providing updates and information about billing, shipping, warranties and other account items Collaborate with other call center professionals to improve customer service Help to train new employees and inform them about the company's customer management policies Qualifications High school diploma or equivalent. More education or experience may be preferred. Exceptional customer service, active listening, and verbal and written communication skills, professional phone voice. Understanding of company products, services, and policies. Proficiency with computers, especially with CRM software, and strong typing skills. Ability to ask prying questions and diffuse tense situations. Strong time management and decision making skills. We are looking forward to hearing from you.

Who We Are: TradeStation is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage out-of-the-box thinking, and relentlessly search for like-minded innovators. At TradeStation, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that's using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool; following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you're joining a culture where AI is how we work . Are you ready to make yourself at home? What You'll Be Doing: The Account Services Representative is responsible for a wide range of tasks related to account opening, maintenance, and servicing. This position involves processing client account requests, conducting Know Your Customer (KYC) reviews, offering exceptional customer support, and ensuring effective communication between clients and internal teams. In addition, the role requires the ability to manage multiple tasks in a fast-paced environment, resolve issues quickly, and maintain strong written communication skills. Prepare new account paperwork for principal reviews Process account openings, closings, and other administrative requests Enter account information in various back-office systems Conduct background checks for new customers through third-party vendor applications Collaborate with internal teams (e.g., Treasury, Client Experience, Sales, Financial Crimes) to resolve client issues and provide timely solutions Link brokerage accounts to customer trading log-ins Maintain and update accurate client records and account documentation in the firm's CRM and account management systems Monitor collaboration queues and take a proactive approach to ensure issues are handled efficiently Document procedures to ensure consistency and transparency in processes Identify opportunities to improve client satisfaction and escalate complex issues as needed Represent TradeStation Securities professionally by providing excellent service and consistently exceeding expectations Ensure compliance with regulatory requirements and internal policies The Skills You Bring: High attention to detail with the ability to thrive in a fast-paced, deadline-driven environment Ability to multitask and manage a high volume of requests with accuracy Strong data entry and processing skills Reliable, punctual and self-starter Customer service oriented Strong analytical and organization abilities Ability to identify areas for process and procedural improvement Excellent written communication skills Familiarity with back-office functions and data entry processes Proficiency in Microsoft Office (Excel, Word, Outlook); familiarity with SunGard Phase 3, GMI, or other back-office brokerage systems is a plus Minimum Qualifications: 1-2 years of experience in customer service, financial services, or brokerage operations Desired Qualifications: Bachelor's degree preferred What We Offer: Collaborative and dynamic work environment Competitive Salaries Yearly bonus opportunities Comprehensive benefits for you and your family starting Day 1 Generous paid time off policies Access to TradeStation employee benefits, including full access to trading education materials Pay Range (US) $60-65K (Countries outside of the US have differing ranges in accordance with local labor markets) TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws. #LI-Hybrid

CONTACT CENTER AGENT - Monday - Friday // Day Shift Are you ready to turn your passion for helping people into a rewarding career? Join our team as a Member Service Representative and be the friendly voice our members count on every day. If you thrive in a fast-paced, team-driven environment and love solving problems, Floridacentral Credit Union wants to hear from you! This is more than just a call center job - this is your chance to be part of a mission-driven organization that empowers members to reach their financial goals. What You'll Do: Be the first point of contact - Receive and respond to incoming calls with professionalism, care, and confidence. Listen with purpose - Understand each member's unique situation and find the best solution or product to meet their needs. Document with precision - Accurately complete all reports, forms, and records while maintaining compliance and security standards. Solve & support - Resolve discrepancies and forward complex issues to team leads or management as needed. Educate and empower - Provide complete, up-to-date information about Credit Union policies, loan programs, financial products, and account options. Promote financial wellness - Actively cross-sell Credit Union products and services that support our members' financial goals. Support everyday banking - Perform basic account maintenance, loan payment transactions, and respond to loan service requests. Be a team player - Foster positive relationships with coworkers and contribute to a collaborative, member-first culture. What You Bring: Stellar communication skills, both verbal and written A member-first attitude with a knack for relationship building Detail-oriented with a passion for accuracy and compliance Ability to thrive in a fast-paced environment while juggling multiple priorities Experience in customer service, financial services, or call center environments is a plus Why You'll Love Working With Us: Career growth opportunities in a purpose-driven organization Our extensive employee benefits A supportive, collaborative team that values your voice and contributions The chance to make a real difference in our members' financial journeys. Ready to start a career and make an impact? that means more? Apply Today! If you're excited about helping people reach their financial goals and want to be part of a team that values service, solutions, and community - this is your moment. Every call is your chance to make a real difference. Join us and help shape stronger financial futures, one member at a time!

Job Description CALL CENTER REPRESENTATIVE - ONSITE - MIRAMAR, FLORIDA One year Banking experience Six months Call Center experience Excellent communication skills Bilingual Spanish and English preferred First State Bank of the Florida Keys is a customer-focused bank with a long history of serving, reaching out, and connecting with the community. Founded in 1955 with a single branch in Key West, the Bank has grown and changed, as has the surrounding community, but our core values remain the same. First State Bank of the Florida Keys recognizes that what sets us apart are our people. Here's why you should join First State Bank: Competitive Salary and Hourly Pay Rates Medical, Dental, Vision, Life, Long-Term Disability plans available 401K Retirement Program with employer matching Paid Time Off plus Federal Bank Holidays Profit Sharing Program Tuition Reimbursement Position Summary: The CSR Digital Banking Representative answers the Bank's main switchboard line; and handles customer questions, complaints, and account inquiries with the highest degree of courtesy and professionalism to resolve customer issues with one call resolution. Routine tasks must be completed timely to ensure continuous flow throughout the organization; therefore, the representative must possess the ability to multi-task, work independently, maintain focus, and pay strong attention to detail. To ensure this process flow is consistent, cross training within the Digital Banking Department is essential. Position Responsibilities: Administer daily data processing functions, including new enrollments, electronic file transfers, wire transfers, stop payments, ACH, bill pay drafts, and other related activities, including troubleshooting and technical support. Administer requests for additions, changes, research, and assistance related to Digital Banking transactions and services, automated voice response system, core banking system, and any other products or services managed by the Digital Banking Department. Answer customer/client requests or inquiries concerning services, products, fees, claims, and reports problem areas. Organize and respond to action items and customer communications generated online, as well as customer service and interdepartmental email; prepare customer and interdepartmental communication as needed. Perform general office duties including filing, preparing mailings, and data entry. Provide back-up support to all other unit functions and assist with any related task as requested, needed, or assigned by the specialist/manager. Responsible for improving customer retention through cross-selling of programs and services available to the customer. Strong understanding of the concepts of audit trails and separation of duties. Standard office skills such as: typing with accuracy and reasonable speed, business software applications, including Microsoft Windows, Teams, Outlook, Word and Excel; Fax; Scanner; Photocopier; etc. Sound computer/technical skills including basic troubleshooting; understanding of batch processing; transaction flow in a banking environment; or call center/help desk environment a plus Appetite for continuous learning; resiliency and an affinity for change Performs other related duties and responsibilities as assigned Responsibilities also include other duties as assigned by the supervisor/manager Competencies: Flexible and highly motivated team member Work under pressure in a fast-paced work environment Good communication skills to provide excellent service to our valued customers Bi-lingual is preferred Required Education & Experience: High School Diploma, GED or equivalent One-Two year' customer service experience in a Bank or Credit Union 1-year Customer Service Excellent Verbal and Written Communication with Customers Essential Job Functions: Essential job functions include the employee occupying this position will frequently be required to perform problem resolution; communicate with both internal and external customers and create written documentation. The employee must be able to remain in a stationary position 60 percent of the time; frequently operate a telephone, computer, printer, copier and fax machine; and occasionally move about inside the office to access file cabinets, office machinery, etc. First State Bank of the Florida Keys is an equal opportunity employer which provides equal employment opportunities to all qualified individuals without regard to race, color, religion, gender, age, national origin, citizenship, disability, sexual orientation, marital status or any other basis protected by federal, state or local laws. EOE M/F/V/D Job Posted by ApplicantPro

Call Center Service Representative II - PART-TIME, Jacksonville, FL Schedule available: Mon, Tues, Thurs, Friday 12:30 pm- 6 pm, Sat 9 am - 12 pm Do you want to be part of a dynamic institution that is one of the fastest growing credit unions in the country? Become a part of the First Florida Credit Union team where our employees create a culture that enables our organization to be among one of the 100 Best Companies to Work For in Florida as designated by Florida Trend magazine for over a decade. Our employees are the critical element in fulfilling the First Florida Credit Union mission of being a thriving credit union creating value for members by deepening relationships with current members and engaging with potential members. First Florida Credit Union recognizes the importance of benefits that provide financial security for our employees and their families and is committed to providing a competitive benefits package to eligible employees. Role: Assist members and potential members with their phone requests; explain services, respond to problems, and direct phone calls to the appropriate area. Assist members and potential members with their telephone requests; answer questions about products and services and resolve problems that are within their authority to resolve; refer problems that are beyond their authority to their supervisor, along with their recommendations. Identify cross-sell opportunities and offer products and services to members. Maintain member account information on computer system and make sure that appropriate records are maintained and required reports are prepared. Assist other Departments as needed. Experience and skills required: One year to three years of similar or related experience. Excellent communication skills as well as the ability to analyze member/customer needs. Must possess a friendly and professional demeanor. Education: High School Diploma or Equivalent

Job Brief: Primerica, Inc. is a company that provides insurance, investment, and financial services to middle-income families in the United States and Canada. Primerica is always looking to add to its ever-growing with those who are motivated to learn and grow. The goal is to build strong positive relationships, create personal growth, and increase our firm's reputation. This opportunity allows you to be remote which means you can work from anywhere. You do not need prior experience and will have access to many pieces of training and classes to help you. Skills Required: None! It doesn't matter if you don't know anything about insurance as you will be taking classes regardless and will learn along the way

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! : This job is responsible for standard activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective, efficient operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and referring to their team lead or manager for direction and support with more complex issues and escalations. Responsibilities: * Performs onboarding and maintenance of accounts and reviewing required account documentation. * Responds to client inquiries via numerous channels to support operational efficiency and quality client service * Performs basic research, follow-up and resolution of routine research requests * Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate * Provides general operational support including handling inbound calls, mail sorting, and mail distribution * Reviews and approves required account documentation Skills: * Account Management * Customer and Client Focus * Oral Communications * Research * Attention to Detail * Collaboration * Written Communications * Prioritization * Recording/Organizing Information * Result Orientation LOB Job Description: Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Onboarding & Maintenance Support teams execute manual processes and monitor automated processes to gather and maintain required information that identifies client accounts and features such as legal name(s), address, product type, beneficiaries, etc. to accurately open, modify or close accounts. Upon the receipt of new account and/or maintenance request from the Merrill Branch Office, the Support Onboarding, Maintenance, and Associated Data - Brokerage team ensures all documentation, regulatory requirements, and required client correspondence have been met for the account to be opened and/or updated. Requests may be returned for additional or incorrect information and a secondary review is completed on higher risk requests. The account management is complete once the request is decisioned. Required Skills: A successful Account Management Ops Representative on this team: * Performs an accuracy, completeness, and risk assessment of documentation or client account information, identifies and resolves any discrepancies or gaps, then approves/declines the request for account opening or maintenance according to the established written guidelines and procedures. * Researches and resolves data errors by applying procedures and engaging support partners when needed. * Responds to internal business partner inquiries related to errors via phone and email and escalates more challenging issues to leadership as needed. * Understands the process flow from end-to-end including the reasons for each step, the process controls, the risks within the process, and the upstream/downstream impacts of their work based on an understanding of how the work impacts other operational units. Desired Skills: * Oral Communications * Written Communications * Customer and Client Focus * Attention to Detail * Results Driven * Numerical Reasoning" Shift: 1st shift (United States of America) Hours Per Week: 40

It is the goal of our Banking Representatives to provide quality exceptional service to our clients and prospective clients while operating a paying and receiving client window, balancing individual cash drawers and performing a variety of transactions including deposits, cash checks, payments, CTR preparation and client inquiries. Primary Duties and Responsibilities Provide outstanding client experience by maintaining a friendly, proactive attitude and a genuine willingness to assist at all times. Serve as a positive ambassador for the bank, ensuring every interaction-internal or external-is professional, supportive, and aligned with our values. Initiate meaningful conversations to understand client goals and confidently refer clients to appropriate partners for products and services that meet their needs, supporting both personal and bank objectives. Develop rapport with clients by greeting them by name, understanding account details, responding promptly to inquiries, resolving issues efficiently, and demonstrating care in every interaction. Maintain precise balancing of cash drawers in accordance with policy, promptly identify and correct discrepancies, and seek assistance for complex issues when necessary. Process a variety of financial transactions accurately and efficiently, including deposits, withdrawals, change orders, official checks, settlement checks, and foreign currency exchanges. Apply knowledge of bank policies and procedures and take ownership of staying current with updates and changes. Continuously build skills through formal training and development opportunities while maintaining a strong understanding of the bank's products and services. Seek additional support when needed to enhance expertise. Deliver clear, concise, and professional communication-both written and verbal-appropriate for a business environment. Work as a supportive team member, fostering positive interactions with colleagues and management. Uphold trust by safeguarding all client information and maintaining strict confidentiality. Assist in onboarding, coaching, and mentoring new banking representatives to ensure their success. This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Minimum Qualifications High school diploma/GED 1 year of customer service experience in a financial institution or retail environment. Preferred Qualifications Experience delivering high levels of customer service and working with clients on a daily basis. Cash handling experience Experience working with Fiserv suite of systems. Our Way Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work Make a meaningful difference in our community through our service and financial support Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and maintain open and forthright communication with our regulators Benefits You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight: Eligibility for health, dental, vision, life and disability insurance coverages Retirement Plan - 401k with matching ESOP- Employee Stock Ownership Plan Time away from work - vacation time, sick time and holidays Paid parental leave Tuition Assistance Professional development opportunities THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER A DRUG FREE WORKPLACE E-VERIFY EMPLOYER

Lending Representative - Jacksonville, FL Do you want to be part of a dynamic institution that is one of the fastest growing credit unions in the country? Become a part of the First Florida Credit Union team where our employees create a culture that enables our organization to be among one of the 100 Best Companies to Work For in Florida as designated by Florida Trend magazine for over a decade. In 2016 we were voted best companies to work for from the Jacksonville Journal. Our employees are the critical element in fulfilling the First Florida Credit Union mission of being a thriving credit union creating value for members by deepening relationships with current members and engaging with potential members. Also, First Florida Credit Union recognizes the importance of benefits that provide financial security for our employees and their families and is committed to providing a competitive benefits package to eligible employees. Role: Fund all approved consumer loan applications processed through the Member Support Center. This includes insuring all loan closing documents are completed properly. Coordinate closing preference with member (i.e. branch, mail, electronically, etc.); prepare closing documents and ensure all disclosures and associated loan documentation is returned prior to loan funding. Assist members and potential members with phone requests; answer questions about products and services; resolve problems that are within their authority to resolve; and refer problems that are beyond their authority to their supervisor along with their recommendations. Review all loan documents for accuracy and completeness, notifies Lending Rep III of any missed files and/or inaccurate or missing information, and disburses loan in a timely manner. Perform post-closing quality assurance and ensure all corresponding documents are forwarded to the appropriate department within the prescribed time frame. Identify cross-sell opportunities and offer products and services to members. Experience and skills required: One year to three years of similar or related experience. Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Must possess a friendly and professional demeanor. Education: A high school education or GED

Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun. Are you passionate about teaming and winning? Are you ready to embark on a Sales Career with a Fortune 300 Financial Technology Leader? About the role: Join FIS as a Business Development Representative (BDR). Our Business Development Representative (BDR) team is a critical part of our Sales Organization, focusing on generating new business and pipeline through outbound prospecting. You will impact our Sales Targets by assisting our Outbound Sales Teams with detailed account research and prospecting efforts. You will have access to the latest social and contact tools to uncover opportunities and work in a fast-paced environment with a strong Sales and Product Training Curriculum that will set you up for success as a Seller for FIS. We offer our Business Development Representatives career growth opportunities into our Direct and Reseller Sales Teams. Location: You will work onsite (5 days) out of our Jacksonville headquarters About the team: The FIS Business Development Representative (BDR) Organization maintains a fast-paced, collaborative environment that invests in developing the future Outbound Sales talent of FIS, while providing a critical service to grow FIS Pipeline and Sales achievement. We are geared to developing pipeline through buyer persona targeted contact campaigns, which lead with insights and thought-leadership. The team partners, collaborates, and is aligned with sales regions, sales territories, and solution areas. What you will be doing: In this role, you will be participating in the sales lead process to generate new business opportunities (pre-qualified leads) in support of FIS sales goals and objectives. Generates sales leads through outbound contact strategies (calling, e-mail, social) and technology platforms (LinkedIn Sales Navigator, Outreach) in conjunction with lead generation programs. Maintains sales lead documentation. Strategizes on demand generation approaches and activities. Nurtures long-term opportunities to continue FIS communication in the early stages before the sales cycle. Supports all strategic and targeted sales and marketing campaigns through comprehensive data collection. Gains knowledge of Sales Techniques and Product Differentiators. What you bring: Bachelor's Degree and a passion for selling and a drive to make sales your career. Strong competencies in MS Office Applications and LinkedIn. Ability to analyze and solve problems using learned techniques and tools. Strong analytical, statistical, and problem-solving skills. Requires the ability to establish and maintain effective working relationships with all levels of management (internally/externally), employees, clients and public. What we offer you: A competitive salary. Attractive benefits, including private medical coverage, dental coverage, and three weeks of paid vacation. A modern, international work environment and a dedicated and motivated team. The chance to work on some of the most challenging, relevant issues in financial services & technology. A broad range of professional education and personal development possibilities - FIS is your final career step! Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

Company Profile Gold Coast JCB is the JCB dealer for southeast FL with a strong commitment to provide the best products and customer support in the market. We are investing in our workforce and offering a highly competitive compensation and benefit program, to ambitious candidates with the correct mindset to excel at their personal and professional level. Gold Coast JCB is an authorized dealer for JCB construction equipment including compact track loaders, skid steer loaders, rough terrain forklifts, backhoes, wheel loaders, excavators, telehandlers, aerial equipment, among others. Position Summary Gold Coast JCB currently has an opening for an Inside Sales Representative to support our machine sales coverage. This position is responsible for providing exemplary customer satisfaction to assigned accounts through the sale and promotion of products and services offered by Gold Coast JCB. From our main office, the Inside Sales Representative will serve as the primary liaison between Gold Coast JCB and the customer. Position Type: Full Time, Exempt Qualifications At least 2 years of inside sales support, and/or parts/service sales experience preferably in the equipment sales or rental industry. Proven experience in inside sales, preferably in the equipment industry Strong customer service skills and a customer-centric approach Excellent communication skills, both verbal and written Ability to multitask, prioritize, and manage time effectively Proficient in using CRM software and MS Office Suite Strong problem-solving skills and attention to detail Ability to work independently and as part of a team Responsibilities The successful candidate will play a key role in driving sales and building strong relationships with customers in the industry This role involves handling inbound and outbound sales inquiries, providing product information, and closing sales Respond to inbound sales inquiries via phone, email Make outbound calls to prospective and existing customers Identify customer needs and recommend appropriate equipment solutions Provide detailed product information, including features, benefits, and pricing Prepare and process sales orders accurately and efficiently Follow up on quotes and leads to convert them into sales Coordinate with the operations team to ensure timely delivery of equipment Build and maintain strong relationships with new and existing customers Handle customer complaints and concerns with professionalism and escalate issues when necessary Ensure high levels of customer satisfaction through excellent service Maintain accurate records of customer interactions and sales activities in CRM systems Provide regular sales updates to management Stay updated on product knowledge and industry trends Gold Coast JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. JCB is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at ****************************************

Job Description Who We Are: At Premium Merchant Funding, we're revolutionizing access to financial solutions for small and medium-sized businesses. Based in the Wall Street area of NYC's financial district, we focus on supporting companies frequently overlooked by conventional banks. Our mission is to deliver the funding that empowers businesses to grow, thrive, and unlock their full potential. Why You Should Partner With Us: Are you ready to take your sales to the next level? Work in a high-energy, fast-paced environment where your ambition is rewarded with unlimited earning potential and rapid career growth. With us, your hustle and drive will directly impact small businesses-and your success will be celebrated every step of the way. What You'll Do: As a Sales Development Representative for our Miami office, you'll be on the front lines, creating opportunities and driving new business. Here's how you'll do it: Lead the Hunt: Conduct proactive outreach efforts daily, including phone calls, emails, and social media engagement to identify potential clients. Consultative Selling: Understand each client's unique challenges and offer custom financial solutions like merchant cash advances or business loans to meet their needs. Build Relationships: Foster long-term partnerships with clients, helping them succeed and ensuring continued business. Hit and Exceed Targets: Consistently drive 10+ new business accounts monthly, pushing yourself to surpass ambitious goals. Stay Ahead: Keep informed of industry trends, competitor activities, and market shifts, positioning our financial products as the go-to solutions. Collaborate for Success: Work hand-in-hand with our sales and marketing teams to execute winning strategies and maximize your results. What We're Looking For: A bachelor's degree or equivalent experience in sales, B2B, or financial services. Proven track record of hitting and exceeding sales targets. Excellent communication and relationship-building skills. A competitive, results-driven mindset-you're hungry to win. Self-starter mentality with the ability to work both independently and within a team. Passion for helping small businesses succeed and make a real difference in their financial health. Familiarity with CRM tools (Salesforce or similar) is a plus. Why You'll Love It: Unlimited Earning Potential: Uncapped commissions give you control over your income. On-Target Earnings: Earn between $80k and $160k, with the opportunity for more. Top-Tier Sales Training: Learn from the best with comprehensive training that sets you up for success. Collaborative Team Environment: You'll work with a supportive team, all pushing toward the same goal. Growth: With our rapid expansion, new opportunities are always within reach. Dynamic Miami Office: Access to work in a high-energy, fun atmosphere where success is celebrated. What Success Looks Like: Consistently achieving or surpassing your monthly sales targets. Building a strong pipeline of qualified leads and converting them into long-term clients. Becoming an expert in the alternative lending space, delivering industry-leading solutions to small businesses. Ready to Join the Movement? Don't miss this opportunity to shape your sales journey in the fast-paced world of financial innovation. Bring your hunter mentality, apply today, and take the first step toward limitless earning potential!

Who We Are: At Premium Merchant Funding, we're revolutionizing access to financial solutions for small and medium-sized businesses. Based in the Wall Street area of NYC's financial district, we focus on supporting companies frequently overlooked by conventional banks. Our mission is to deliver the funding that empowers businesses to grow, thrive, and unlock their full potential. Why You Should Partner With Us: Are you ready to take your sales to the next level? Work in a high-energy, fast-paced environment where your ambition is rewarded with unlimited earning potential and rapid career growth. With us, your hustle and drive will directly impact small businesses-and your success will be celebrated every step of the way. What You'll Do: As a Sales Development Representative for our Miami office, you'll be on the front lines, creating opportunities and driving new business. Here's how you'll do it: Lead the Hunt: Conduct proactive outreach efforts daily, including phone calls, emails, and social media engagement to identify potential clients. Consultative Selling: Understand each client's unique challenges and offer custom financial solutions like merchant cash advances or business loans to meet their needs. Build Relationships: Foster long-term partnerships with clients, helping them succeed and ensuring continued business. Hit and Exceed Targets: Consistently drive 10+ new business accounts monthly, pushing yourself to surpass ambitious goals. Stay Ahead: Keep informed of industry trends, competitor activities, and market shifts, positioning our financial products as the go-to solutions. Collaborate for Success: Work hand-in-hand with our sales and marketing teams to execute winning strategies and maximize your results. What We're Looking For: A bachelor's degree or equivalent experience in sales, B2B, or financial services. Proven track record of hitting and exceeding sales targets. Excellent communication and relationship-building skills. A competitive, results-driven mindset-you're hungry to win. Self-starter mentality with the ability to work both independently and within a team. Passion for helping small businesses succeed and make a real difference in their financial health. Familiarity with CRM tools (Salesforce or similar) is a plus. Why You'll Love It: Unlimited Earning Potential: Uncapped commissions give you control over your income. On-Target Earnings: Earn between $80k and $160k, with the opportunity for more. Top-Tier Sales Training: Learn from the best with comprehensive training that sets you up for success. Collaborative Team Environment: You'll work with a supportive team, all pushing toward the same goal. Growth: With our rapid expansion, new opportunities are always within reach. Dynamic Miami Office: Access to work in a high-energy, fun atmosphere where success is celebrated. What Success Looks Like: Consistently achieving or surpassing your monthly sales targets. Building a strong pipeline of qualified leads and converting them into long-term clients. Becoming an expert in the alternative lending space, delivering industry-leading solutions to small businesses. Ready to Join the Movement? Don't miss this opportunity to shape your sales journey in the fast-paced world of financial innovation. Bring your hunter mentality, apply today, and take the first step toward limitless earning potential!