Seasonal Customer Service Representative
Finance Service Representative Job 15 miles from Orlando
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 Alorica-at-home and 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 for Internal Candidates
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
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
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.
Financial Representative
Finance Service Representative Job 6 miles from Orlando
Explore Your Future at Western & Southern Life
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company
Business Service Officer
Finance Service Representative Job In Orlando, FL
Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives.
DUTIES and RESPONSIBILITIES
People Management and Communication
Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures
Lead, mentor, and supervise a team of Support and Service Professionals
Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex
Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution
Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls
Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs
Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements
Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion
Operational Oversight
Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies
Facilitate and manage resolution of client inquiries/requests
Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
Additional operational oversight may be required
Administer other duties as delegates by the Complex Business Service Officer
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
Bachelor's degree required or equivalent education
Previous industry experience
Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65)
Other licenses as required for the role or by management
Knowledge/Skills
Effective written and verbal communication skills
Strong attention to detail
Ability to prioritize and resolve complex needs and escalate as necessary
Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
Evidence of strong leadership and talent development capabilities
Previous supervisory experience preferred
Exceptional organizational and time management skills
Exceptional conflict resolution skills
Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex
Knowledge of Firm's Risk & Compliance policies
Ability to think strategically
Reports to
Complex Business Service Officer
Direct reports:
Support Professionals
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Customer Service Representative
Finance Service Representative Job In Orlando, FL
Hiring a Customer Support Representative in Orlando, FL for a 2-month contract.
Provide customer support for avionics and IFE clients, ensuring satisfaction and issue resolution.
Great opportunity to work in a dynamic environment and collaborate with key teams.
Job Title: Customer Support Representative
Location: Orlando, FL
Duration- 2 months of contract
Pay- $15/hour on W2 with beneffits
Overview:
Responsible for delivering exceptional customer service to clients in the avionics and IFE departments. The role emphasizes promptly and accurately addressing customer inquiries while adhering to customer-specific pricing, contracts, and company-approved requirements. This position acts as a liaison between assigned customers., identifying upselling and sales opportunities, ensuring customer satisfaction, and escalating issues as needed.
Key Responsibilities:
Serve as the first point of contact for assigned customers and manage Work in Progress (WIP).
Follow up with customers on repair approvals, required paperwork, and delays impacting the repair process.
Provide weekly status reports on WIP and ongoing issues to customer account representatives.
Collaborate with the Account Management Team (AMT) to track and understand customer products and fleets.
Participate in customer and AMT meetings, providing relevant input.
Work with engineering and support teams to acquire technical knowledge for products under repair.
Generate estimates, set not-to-exceed (NTE) authorization levels, and ensure correct work order identification.
Create and send repair or RFQ estimates based on technician inputs and pricing directives.
Propose exchanges for products under repair and coordinate availability with the Exchange Team.
Monitor customer terms and authorize return shipments while managing financial risks.
Provide timely feedback to customers on delivery delays or cost changes.
Promote the use of internal and external tools like PartEdge to enhance service efficiency.
Collaborate with the Virtual Shop and Operations Support Team to resolve customer issues.
Support initial customer account setup in coordination with other departments.
Identify and communicate upselling opportunities to the Account Management Team.
Use web-based tools (e.g., AeroExchange, ILS) for managing customer accounts.
Document customer feedback and issues in Salesforce for AMT review.
Actively contribute to process improvement initiatives using Lean and 6S principles.
Ensure a high standard of customer service in all interactions.
Perform additional duties as assigned by the Customer Support Manager or team leader.
Minimum Qualifications:
4+ years of customer service experience, preferably in Aerospace, Electronics, or Sales.
3+ years of program coordination experience.
Certification/Associate Degree or equivalent work experience.
Proficiency in SAP, Microsoft Excel, Word, PowerPoint, and Outlook.
Strong oral and written communication skills, including telephone etiquette.
Ability to work independently and collaboratively while maintaining confidentiality.
Positive attitude with the ability to handle both satisfied and dissatisfied customers.
Fluency in French, Spanish, or Portuguese is a plus.
Preferred Qualifications:
Direct experience in customer sales or service within the avionics industry.
Familiarity with aviation technical knowledge and products.
Physical Demands:
Typical office environment with no special physical requirements.
Ability to work in a high-pressure, deadline-driven environment.
Customer Service Representative
Finance Service Representative Job 56 miles from Orlando
OVERSEAS ORGANIX
Melbourne FL/ Palm Bay FL
Full-time
At Overseas Organix, we are dedicated to providing the highest quality Kratom products to our customers. Our mission is to deliver exceptional service and ensure customer satisfaction with every order. We are currently seeking a motivated and empathetic Customer Service Representative to join our team and help us maintain our high standards of service.
Position Overview;
As a Customer Service Representative, you will play a vital role in ensuring our customers' needs are met in a timely, professional, and courteous manner. You will be responsible for answering calls, responding to emails, and addressing various customer inquiries and concerns related to orders, products, shipping, and more. The ideal candidate will have a passion for helping people, excellent problem-solving abilities, and a calm demeanor under pressure.
Key Responsibilities;
- Answer incoming calls promptly and professionally, addressing customer inquiries, concerns, and issues.
- Respond to customer emails with timely, accurate, and appropriate solutions.
- Assist customers with order-related issues, such as tracking packages, reshipments, wholesale orders, and product inquiries.
- Troubleshoot and resolve website-related issues, guiding customers through necessary steps.
- Identify customer needs and offer appropriate solutions while maintaining a high level of satisfaction.
- Manage customer complaints effectively, ensuring a positive outcome and building long-term relationships.
- Document customer interactions, transactions, and resolutions in our customer support system.
- Maintain product knowledge and stay up-to-date with company policies and procedures.
- Work collaboratively with other departments to resolve complex customer issues.
- Handle high-pressure situations and high-maintenance customers with professionalism and tact.
Qualifications:
- Minimum of 2 years of customer service experience, preferably in an e-commerce or product-based environment.
- Associate's degree (A.A.) preferred, but not required.
- Strong computer and technical skills, with the ability to quickly learn and adapt to new systems and software.
- Excellent verbal and written communication skills.
- Ability to perform well under pressure and manage multiple tasks simultaneously.
- Fast problem-solving abilities and strong common sense when addressing customer issues.
- Ability to handle high-maintenance customers with patience and professionalism.
- Detail-oriented, organized, and dependable with a strong commitment to customer satisfaction.
- Flexibility to work various shifts, including weekends, if needed.
Why Join Us?;
- Opportunities for growth and advancement within the company.
- A positive and collaborative work environment.
- The chance to be part of a passionate team dedicated to delivering high-quality Kratom products.
-We take high priority in a wholesome and a family oriented business, we make personal connections and respect a high priority, and for all employees to feel as if they can depend on each other as a family.
If you're looking to join a growing company and make a difference in the lives of our customers, we encourage you to apply!
How to Apply:
Please submit your resume to
Noelle@overseasorg
anix.com
, please do not apply through LinkedIn, it won't be reviewed!
--Please include your birthday in your resume, due to laws and regulations regarding Kratom, you must be 21+ to work here.--
Customer Service Representative
Finance Service Representative Job In Orlando, FL
Join Our Team as a Customer Service Representative and Make a Difference!
Are you a problem-solver who enjoys interacting with people?
We're looking for a Customer Service Representative to provide outstanding service to our customers. You'll play a key role in ensuring customer satisfaction and building lasting relationships.
Responsibilities
Handle customer inquiries and complaints via phone, email, or in-person
Provide product and service information to customers
Process orders, forms, applications, and requests
Keep records of customer interactions and transactions
Follow up to ensure resolution of customer issues
Participate in team-building activities and career development workshops
Collaborate with team members to improve service delivery
Qualifications
Strong communication and interpersonal skills
Customer-oriented mindset and ability to adapt/respond to different types of customers
Proficiency in MS Office and customer service software
Excellent problem-solving skills and attention to detail
High school diploma; college degree preferred
Experience in customer service or related field is advantageous
Benefits
Professional growth and advancement opportunities
Supportive and collaborative work environment
Participation in workshops and professional development programs
Be the voice of our company. Apply now to become a Customer Service Representative!
OTC Sales Representative
Finance Service Representative Job In Orlando, FL
The OTC Sales Representative at Mills & Nebraska is responsible for driving sales, providing exceptional customer service, and supporting the company's business objectives. This role involves assisting customers with material selection, processing sales orders, and proactively generating new business opportunities. The OTC Sales Representative plays a key role in maintaining customer relationships and ensuring smooth sales operations while upholding the company's mission, vision, and values.
MAJOR RESPONSIBILITIES
Greet walk in customers in a timely and professional manner.
Determine customer needs and assist with their selection of materials.
Takes incoming sales orders from telephone calls, emails and walk-in will-call customers, complete order documentation.
Contact current customers via phone, email, personal visit, to generate orders for delivery on scheduled delivery routes and to inform customers of specials and sales promotions.
Follow-up by email or telephone with customers regarding back-ordered materials, delivery dates, job quotes, etc.
Assist in the collection of payment from customers.
Performs customer service function by recommending substitute or other merchandise better suited to the customer's needs and requirements.
As needed, assist in creating material schedules with customers.
Use sound professional judgment while representing the Company.
Increases sales volume by contacting potential customers to generate new business.
Prepares job order quotations based upon customer requests and information under guidelines established by the Sales and Solutions Manager.
Perform other duties assigned
AUTHORITY:
The OTC Sales Representative acts within company policies and applicable federal, state and local legislation to do whatever is necessary and make any decisions required to carry out effectively the strategic and operational goals of Mills & Nebraska.However, without the approval of the Owner may not:
Commit the company to any capital expenditure, dispose of any company asset, sign any lease, contract or agreement.
Change or revise established policies, procedures and controls.
Engage personally in outside business that could conflict with the company's interests.
Enter into a relationship with any employee, which may have, or appear to have, an adverse effect upon his/her ability to carry out responsibilities of the job.
SKILLS, KNOWLEDGE & ABILITIES
Bilingual (Spanish / English) is preferred
Microsoft Office proficiency - Word, Excel, Outlook, etc
Good working knowledge of construction as related to architectural products, doors, door products and related codes and requirements.
Knowledge of field installation and applications extremely helpful.
Ability to apply exceptional organizational skills and attention to detail.
Possess strong communication, presentation and writing skills.
Ability to communicate effectively with all levels of management.
Ability to work well under pressure in a fast paced, dynamic environment.
Ability to multitask and prioritize effectively.
Ability to effectively manage teams as well as work effectively as part of a team.
Passion for providing excellent service and quality.
Exhibit an entrepreneurial spirit - energetic and self-starter.
Through training learn sales software - Acumatica and use with proficiency
Analytical and problem-solving skills
Time management skills
Ability to maintain professionalism and a positive attitude
Ability to be autonomous, adaptable, and readily available to fulfill multiple tasks
KEY PERFORMANCE INDICATORS (KPI's)
Customer Retention and Repeat Orders: Track the Percentage of customers making repeat purchases compared to new customers
Order Processing Accuracy: Ensure that sales orders are processed accurately and completely, with all necessary documentation, including customer details and materials selected.
New Business Generation: Measure the number of new customers or sales generated from newly acquired accounts within the period.
Payment Collection Efficiency: Measure the effectiveness in assisting with payment collections from customers, ensuring timely payments.
EDUCATION/EXPEREINCE:
High school diploma or GED.
Minimum of 1-3 years of like/similar experience preferably supporting a manufacturing, field application or production capacity.
ADDITIONAL REQUIREMENTS
Must be able to sit for extended periods of time
May require on occasional stooping and bending.
Must be able to regularly lift/carry up to 20 lbs.; occasionally lift/carry up to 50 lbs
Must possess a valid driver's license and drive to and from work locations.
Must be able to travel as required for Company business.
On occasion work nights and/or weekends during annual warehouse inventory count
Sales Representative Entry Level
Finance Service Representative Job In Orlando, FL
It's not just about what you do for a living, it's where you do it, when, and with whom. At Semper Consulting, we value our inclusive environment. We operate under an open-door policy for anyone qualified and ready to work hard.
We have multiple proven strategies for connecting any size company to its ideal customer. Under our belt is a handful of years of experience, an impeccable track record, and an incredible team!
Currently, we are hiring an Entry Level Sales Representative to join the team. As a Sales Representative, you will get hands-on training in our sales department and learn daily sales operations. Once proficient in our basic sales structure, our Sales Representatives start learning additional business systems and operations to build their leadership capabilities.
Sales Representative Responsibilities:
• Face-to-face interaction with customers
• Utilize the best technology the industry can offer for better customer service and sales presentations
• Work directly with the management team on individual training and development in the sales and marketing department
Sales Representative Requirements:
• Bachelors Degree, preferred
• Experience in sales and marketing
• Training and development experience
• Background in customer service / restaurant / hospitality / retail
• Sports / Team Environment
• A sense of humor
• Values an active lifestyle and health
• Socially aware
• Driven/ambitious
• Competitive
• Only those living in or relocating to Orlando will be considered
Team Perks/Benefits:
• Weekly pay
• Travel
• Inclusive work environment
• Support from management and leadership teams
• Tailored, hands-on development from the management team
• Team building activities
• Friends and family nights
• Additional benefits and pay will be further discussed in the hiring process
Customer Service Representative
Finance Service Representative Job 9 miles from Orlando
LaSalle Network is currently working with a client who is hiring for a part-time Customer Service Representative! This position is hybrid in Altamonte Springs, FL! Our client is looking for an individual that has strong communication skills, positive attitude and eagerness to learn and grown in a fast-paced environment.
Part-Time Customer Service Representative Responsibilities:
Answer inbound calls from customers in regard to any billing and service issues
Communicate with customers over phone, email or written correspondence in a timely manner
Act as a liaison between customers and service operators
Transfer customer to third party vendor to make payments
Initiate and terminate services as requested
Part-Time Customer Service Representative Requirements:
High School diploma or equivalent, bachelor's highly preferred
1+ years of customer service experience
Strong computer skills required with Microsoft Word and Outlook, as well as experience working in sales CRM's/platforms
If you are interested in this opportunity and feel you match the above criteria, please apply today!
Thank you,
Karlee Boedeker
Project Manager
LaSalle Network
LaSalle Network is an Equal Opportunity Employer m/f/d/v.
LaSalle Network is the leading provider of direct hire and temporary staffing services. For over two decades, LaSalle has helped organizations hire faster and connect top talent with opportunities, from entry-level positions to the C-suite. With units specializing in Accounting and Finance, Administrative, Marketing, Technology, Supply chain, Healthcare Revenue Cycle, Call Center, Human Resources and Executive Search. LaSalle offers staffing and recruiting solutions to companies of all sizes and across all industries.
LaSalle Network is the premier staffing and recruiting firm, earning over 100 culture, revenue and industry-based awards from major publications and having its company experts regularly contribute insights on retention strategies, hiring trends and hiring challenges, and more to national news outlets. LaSalle Network offers temporary Field Employees benefit plans including medical, dental and vision coverage. Family Medical Leave, Worker's compensation, Paid Leave and Sick Leave are also provided. View a full list of our benefits here: ********************************************************************************************************
LNVPJK
Sales Representative - Corrugated - Central Florida
Finance Service Representative Job In Orlando, FL
The Sales Representative is responsible for successfully managing existing customer accounts and establishing new opportunities to achieve annual sales objectives.
The Sales Representative manages current customer relationships, prospecting and engaging new customers.
The Sales Representative partners with management to complete budget planning, working with the Area Operations teams to understand and sell open machine capacity and value-added services, and supports cross-functional teams to ensure sales strategy execution.
How you will impact WestRock:
Define overall account vision, ‘Play to Win' and account growth plan for targeted customers by aligning market trends and customer needs with WestRock solutions
Identify pricing dynamics within accounts to inform WestRock commercial decisions
Effectively articulate sales vision and strategy to identify leads on new opportunities, manage prospects and develop a robust sales pipeline
Meet or exceed individual budgeted and volume sales goals to contribute to the organization's annual targets objectives
Effective utilization of CRM system (Salesforce.com) to manage opportunities & pipeline on a consistent basis
Ability to navigate within customers organizational structure and build relationships at multiple levels
Manage contractual relationships and negotiate multi-year contracts
Deliver results by executing on weekly, monthly, quarterly, and annual sales targets
Drive Commercial Excellence to exceed Area volume and profit goals through new account development within targeted segments, growth in existing accounts, margin improvement plans and enterprise sales support
Utilize internal resources to leverage knowledge of market trends and competition
Monitor profitability levels to track progress against budgeted targets and analyze monthly financial summaries
Understand market dynamics and business drivers that define long-term commercial strategies and have an impact on Area and develop strategies to reach company objectives
Develop working relationships with other WestRock facilities to create opportunities for additional revenue streams across the enterprise capabilities
Seek and qualify prospective customers in accordance with Sales strategy
Collaborate with cross-functional teams to ensure effective execution of the overall Sales strategy
Collaborate with cross-functional teams to identify value add opportunities to improve margins
Manage customer engagement through the sales lifecycle to ensure contractual obligations are met and to enable customer satisfaction
What you need to succeed:
Bachelor's degree preferred
2-5+ years of business-to-business (B2B) Sales experience (Manufacturing/service industry preferred)
Related experience in sales execution and pipeline management
Ability to drive results by influencing others within different functions
Ability to create and deliver engaging presentations to internal and external audiences
Demonstrated sales competence and financial acumen
Microsoft Office - Excel, Outlook
Experience with Salesforce.com
Reporting tools such as Power BI, QlikView
What we offer:
Corporate culture based on integrity, respect, accountability and excellence
Comprehensive training with numerous learning and development opportunities
An attractive salary reflecting skills, competencies and potential
A career with a global packaging company where Sustainability, Safety and Inclusion are business drivers and foundational elements of the daily work.
Veterinary Sales Representative
Finance Service Representative Job In Orlando, FL
DVM Central is a leading veterinary marketplace that connects buyers and sellers in the veterinary community. We provide a trusted platform for procuring animal health products directly from reputable manufacturers, offering a secure and convenient environment for both buyers and sellers. Our mission is to transform the veterinary industry by promoting fair trade practices and access to high-quality products and services.
Role Description
This is a contractual role as a Veterinary Sales Representative at DVM Central with flexibility for work. As a Veterinary Sales Representative, you will be responsible for connecting veterinary professionals with top-quality products and suppliers on our platform. Your day-to-day tasks will involve identifying buyer needs, sourcing products from reputable manufacturers, and facilitating secure transactions.
Qualifications
Strong communication and relationship-building skills
Experience in sales, procurement, or vendor management
Knowledge of the veterinary industry and products
Ability to work independently and collaborate with cross-functional teams
At least 1 year of experience
In-House Sales Representative
Finance Service Representative Job In Orlando, FL
Job Summary: In-House Sales Representative
As an In-House Sales Representative you will be a member of a team that meets with existing Capital Vacations owners and talks through the opportunity to upgrade their ownership package. You will work in an environment which provides many tools to deliver success, including group sales presentations led by industry veterans and team managers to assist closing your sales.
The ideal candidate:
Ability to work a flexible schedule, including weekends and some holidays.
Professional image with tenacious attitude and motivation to succeed
Previous sales experience in timeshare, auto, insurance, finance, restaurants, luxury goods, and hospitality is preferred but certainly not required.
Why Choose Capital?
Highly Compensated - (Commissions paid weekly, plus opportunity to earn monthly bonuses). Highest Total Compensation payout in the market
Six figure income potential within first year of employment
Paid Training Program
Ongoing training, mentor and group presentation programs allowing for rapid potential income for our new hires
Multiple Lead/Tour Source Avenues - No Prospecting/Cold calling
We provide opportunity for rapid career advancement
Benefits Include:
Medical, vision and dental insurance (within 60 days of employment)
Retirement - 401K
Travel perks and discounts
Parts Sales Representative
Finance Service Representative Job In Orlando, FL
The Parts Sales Representative - Front Counter sells commercial vehicle and equipment parts to external customers via the counter or over the phone.
Rush Truck Centers opens the door to the world of opportunity. We are the largest network of commercial vehicle dealerships across the US representing truck and bus manufacturers. Our franchises include Peterbilt, International, Hino, Isuzu, Ford, IC Bus and Blue Bird. We offer a rewarding career as a leader in the transportation industry. Grow with us as we continue to expand our network of locations and services.
Responsibilities:
Sell parts to external and account customers, over the counter, through the shop, or on the phone.
Ensure all parts movements are performed in SAP in a timely manner.
Keep repair orders updated in Service Link.
Initiate all retail orders possible in Parts link.
Ensure that all sales are properly documented per Rush policies to include but not limited to signatures, information on checks and credit card slips.
Issue credit for parts returned, ensuring that the original invoice, or its number, is available so that purchase and pricing can be verified.
Responsible for core returns - per procedure.
Complete all customer and vendor returns-per procedure.
Keep orderly records of all repair orders, invoices, insurance estimates, and special order parts.
Set up orders for daily shipment, delivery, or pick-up.
Solicit assigned accounts by phone.
Participate in Dealership CSI and marketing.
Benefits:
We offer exceptional compensation and benefits, 401K and stock purchase, incentives for performance, training, and opportunity for advancement - all in a culture that appreciates and rewards excellence, a positive attitude and integrity.
Basic Qualifications:
High school diploma or general education degree (GED).
Six months' experience in over the counter sales, preferably in a dealership or service setting environment.
Familiarity with accounting and inventory tracking software.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
This job posting does not state or imply that these are the only duties to be performed by this employee. The employee will be required to follow any other instructions and to perform any other duties requested by their leader.
Employee Services Representative
Finance Service Representative Job 9 miles from Orlando
We're Hiring!
Are you an experienced Contact Center Professional with a passion for HR support? Do you thrive in a fast-paced environment, providing empathetic, solutions-oriented service to employees? If so, we want to hear from you!
What You'll Do:
Be the first point of contact for employees with HR-related inquiries
Provide expert guidance on payroll, benefits, and employee data management
Handle a high volume of inbound calls with professionalism and care
Demonstrate strong critical thinking, empathy, and active listening to resolve issues
Research and analyze HR policies and federal/state regulations to ensure accurate responses
Maintain detailed documentation of inquiries and resolutions
What We're Looking For:
2+ years of Contact Center or HR experience
Strong customer service skills with an emphasis on tone, professionalism, and de-escalation
Experience in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
Ability to manage high call volumes while maintaining top-tier service standards
Why Join Us?
Work with a supportive, dynamic team in a role that directly impacts employees' experiences
Gain expertise in HR services while refining your customer service skills
Competitive pay, professional development, and the potential for permanent placement
If you have strong contact center experience and a passion for helping others navigate HR processes, we'd love to connect!
Apply today and take the next step in your career!
#Hiring #HRJobs #ContactCenter #CustomerService #HRSupport #JobOpportunity
Sales Representative - Southern Florida
Finance Service Representative Job In Orlando, FL
Diesel Direct is hiring! Servicing customers ranging from small business to multi-national corporations, We operate a drip-free delivery operation and hold our people to a high standard of performance and professionalism. We are looking to grow our team with people who share our energy and enthusiasm for creating the best experience for our customers. In addition to exceptional customer service skills, you must have a "can do" attitude. Our Sales Team is the voice and initial point-of-contact for our industry leading company. We will rely on you to use your exceptional sales and consultative skills to understand the needs of interested prospects and turn them into loyal customers. You must be ambitious and outgoing, with a love for calling on customers, building relationships and selling our equipment, products, and services.
Responsibilities:
Job responsibilities are to oversee and develop fuel sales to drive company revenue
Prospect new business and reach established goals within allotted deadlines
Track results and trends regularly for business forecasting
Share best practices with sales team to overcome challenges
Develop and execute innovative sales strategies
Establish relationships with prospective customers using various prospecting techniques
Resolve customer concerns and complaints
Makes the personal time commitment to build the client relationship both during normal business hours and special events
Prepare and present sales proposals to current and prospective customers
Set appointments with new and existing customer to identify additional needs
Become an expert on products and solutions and is knowledgeable of industry changes
Prepare various internal reports (weekly prospective agenda, weekly follow-up, account status, etc.)
Qualifications:
Must have 2-3 years sales experience minimum.
Demonstrated history of obtaining new business and retaining current customer base
Excellent communication skills, written and spoken
Competitive drive, self motivation, and time management skills
Established experience in lubricant and/or fuel sales preferred
Strong negotiating and problem-solving skills
Valid Driver's License and ability to meet our MVR Requirements
Reliable transportation to visit customer locations and travel to office location
Benefits:
We offer a benefits package to our full-time employees. Employees will become eligible to enroll in benefits after a waiting period. These benefits include:
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Paid Time Off
Holiday Time Off
401K with Employer Contribution
Our company also offers supplemental insurance options that employees can enroll to which include short term disability, long term disability, AD&D, and more.
Compensation:
Our Total Compensation plan for this position includes a base salary + commission.
Equal Employment Opportunity Employer
Diesel Direct. does not discriminate against any person because of race, color, creed, religion, sex, gender identity and expression, sexual orientation, national origin, pregnancy, physical or mental disability, age, marital status, familial status, genetic information or any other characteristic protected by federal, state or local law (referred to as "protected status"). This nondiscrimination policy extends to all terms, conditions and privileges of employment as well as the use of all company facilities, participation in all company-sponsored activities, and all employment actions
Seasonal Merchandising Service Associate - Weekends Preferred
Finance Service Representative Job 55 miles from Orlando
What You Will Do All Lowe's associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customers need. As a Seasonal Merchandising Service Associate, this means: Being friendly and professional, and engaging vendors and associates to meet store needs.
Ensuring signage, pricing information, and displays are accurate so that merchandise is easy to locate.
Creating visually appealing product selections that are safe, clean, and easy for customers to access.
The Seasonal Merchandising Service Associate (MSA) completes merchandising resets and service-related projects accurately, on time, and in accordance with merchandising and safety standards. To be successful, this associate must be able to follows detailed project instructions. The Seasonal MSA builds displays, processes damaged products, rotates and prices stock, resolves project issues or questions, checks third party work completion, and provides proof of project completion.
What We're Looking For
Hourly Seasonal: Generally scheduled 10-40 hours.
Preferred Weekend morning availability AND morning, afternoon, or evening availability during the weekdays (need varies by location)
Physical ability to perform tasks that may require prolonged standing, sitting and other activities
Minimally must be able to lift 25 points without assistance; may lift over 25 pounds with or without assistance.
What You Need To Succeed
Minimum Qualifications
Ability to read, write, and perform basic arithmetic (addition, subtraction).
Ability to work overnight and weekends as required.
Ability to utilize web based computer programs to accomplish assigned tasks.
Preferred Qualifications
High school diploma or equivalent.
6 months of Lowe's sales floor experience.
6 months of experience performing product merchandising tasks including reading planograms, setting up and tearing down displays.
3 months of experience operating power equipment such as lifts, order pickers, and similar equipment
Working knowledge of basic tools needed for the job (e.g., hand tools, drills, saws).
Lowe's is an equal opportunity employer and administers all personnel practices without regard to race, color, religious creed, sex, gender, age, ancestry, national origin, mental or physical disability or medical condition, sexual orientation, gender identity or expression, marital status, military or veteran status, genetic information, or any other category protected under federal, state, or local law.
Starting rate of pay may vary based on factors including, but not limited to, position offered, location, education, training, and/or experience. For information regarding our benefit programs and eligibility, please visit ****************************************
Starting rate of pay may vary based on factors including, but not limited to, position offered, location, education, training, and/or experience.
Part Time (30 Hours) Associate Banker (New Build), Mall at Millenia Branch, Orlando, FL Bilingual Spanish Required
Finance Service Representative Job In Orlando, FL
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Reading and speaking in both Spanish and English fluently is required for this role
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Banking Associate (Part Time) - Winter Park Village - Spanish Bilingual Preferred
Finance Service Representative Job 5 miles from Orlando
Hours: 20 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
* Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
* Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
* Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
* Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
* Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
* Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
* Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
* High school diploma or GED
* 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
* Demonstrated Customer Service skills preferred
* Ability to work during operating hours to include evenings, weekends and holidays as scheduled
* Teller experience preferred
* Required to complete Teller training and part 1 of platform training upon hire
* Strong organization skills to handle multiple tasks in a fast-paced environment
* Excellent communication skills with ability to be concise, clear and consistent
* Demonstrated effective problem-solving skills
* Demonstrated ability to schedule and prioritize work
* Demonstrated ability to work independently and within deadlines
* Sound judgment in decision making and problem solving
* Proficient in Microsoft Office
* Notary License preferred
Customer Accountabilities:
* Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
* Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
* Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
* Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
* Understands and supports the Bank's customer service strategy
* Considers the impact of decisions on the well-being of TD, its customers and stakeholders
* Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
* Ensures tasks are performed within established policy and procedures
* Successfully completes all required job specific, compliance-related training
* Understands, utilizes and follows compliance/risk and control programs
* Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
* Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
* Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
* Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
* Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
* Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
* Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
* Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
* Follows policy and procedure for Customer Authentication
* Acts as Dual Control agent when required
* Follows all required open/close procedures
Employee/Team Accountabilities:
* Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
* the team
* Be an active participant in personal performance and development activities
* Acts as a brand champion both internally and externally
* Collaborates with team members in contributing to the success of the team and organization
* Partners as a team player
* Actively seeks opportunities to improve delivery of work with high attention to quality standards
* Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
* Positively embraces change
* Adheres and participates in TD's Shared Commitments
* Models quality service at every Customer interaction
* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
* May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Frequent
* Standing - Frequent
* Walking - Frequent
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Occasional
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Financial Representative
Finance Service Representative Job 6 miles from Orlando
Explore Your Future at Western & Southern Life
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package:
Competitive compensation.
Benefits, including medical and dental insurance, an Employee Assistance Program, a 401(k) plan with a company match, AND a defined benefit pension plan
First-class individualized training and development
Suite of digital and personalized marketing tools to build your business
Rewards and recognition plan acknowledging top-notch results
Dynamic career growth opportunities
A Successful Financial Representative
Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective financial reps are:
Positive and resilient
Customer-focused
Interpersonally savvy
Action-oriented and results-driven
If this sounds like you, we encourage you to explore the possibilities, and apply today!
Banking Associate (Part Time) - Gateway Commons
Finance Service Representative Job 17 miles from Orlando
Hours: 30 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
* Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
* Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
* Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
* Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
* Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
* Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
* Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
* High school diploma or GED
* 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
* Demonstrated Customer Service skills preferred
* Ability to work during operating hours to include evenings, weekends and holidays as scheduled
* Teller experience preferred
* Required to complete Teller training and part 1 of platform training upon hire
* Strong organization skills to handle multiple tasks in a fast-paced environment
* Excellent communication skills with ability to be concise, clear and consistent
* Demonstrated effective problem-solving skills
* Demonstrated ability to schedule and prioritize work
* Demonstrated ability to work independently and within deadlines
* Sound judgment in decision making and problem solving
* Proficient in Microsoft Office
* Notary License preferred
Customer Accountabilities:
* Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
* Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
* Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
* Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
* Understands and supports the Bank's customer service strategy
* Considers the impact of decisions on the well-being of TD, its customers and stakeholders
* Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
* Ensures tasks are performed within established policy and procedures
* Successfully completes all required job specific, compliance-related training
* Understands, utilizes and follows compliance/risk and control programs
* Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
* Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
* Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
* Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
* Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
* Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
* Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
* Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
* Follows policy and procedure for Customer Authentication
* Acts as Dual Control agent when required
* Follows all required open/close procedures
Employee/Team Accountabilities:
* Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
* the team
* Be an active participant in personal performance and development activities
* Acts as a brand champion both internally and externally
* Collaborates with team members in contributing to the success of the team and organization
* Partners as a team player
* Actively seeks opportunities to improve delivery of work with high attention to quality standards
* Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
* Positively embraces change
* Adheres and participates in TD's Shared Commitments
* Models quality service at every Customer interaction
* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
* May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Frequent
* Standing - Frequent
* Walking - Frequent
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Occasional
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.