Client Service Representative
Finance Service Representative Job In Saint Louis, MO
Seeking a dynamic professional for our sales development position eager to contribute to our company's expansion. Essential skills include effective persuasion to transform potential customer leads into qualified prospects. The ideal candidate will excel in prospecting on social platforms and initiating meaningful connections. Previous customer service or sales experience is preferred, along with strong negotiation abilities and a penchant for engaging with individuals both over the phone and in face-to-face interactions. If you are enthusiastic about launching a career in sales, we encourage you to apply today!
Responsibilities
Attend Meetings and Events: Attend online and in-person meetings, trainings, trade shows, and sales events
Monitor Competition: Keep an eye on what the competition is doing, and come up with a strategy to market to potential customers
Prospect Leads: Prospect leads by doing a variety of actions, such as calling, texting, or emailing individuals, and chatting with them at events
Communicate with Leadership: Communicate with sales leadership to reach team goals and improve operations
Utilize Social Media: Strategize how to use social media like Facebook, LinkedIn, and other social media outlets
Qualifications
Customer Service Experience: Previous customer service experience is highly desired
Communication and Interpersonal Skills: Stellar communication, presentation, persuasion, interpersonal, and negotiating skills
Educational Background: High school diploma required, bachelor's degree preferred
Sales Process Knowledge: Understanding the sales process and how to enter information into
client databases desired
Organizational Skills: You are an organized, detail-oriented self-starter who loves contributing your team's goals
Compensation
$60,000 - $120,000 (Annually)
About Clae Goldman Team
Clae Goldman Team specializes in providing community solar and third-party energy solutions door-to-door and retail. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. Join us and make a positive impact on the environment while helping your community.
Financial Representative
Finance Service Representative Job In Saint Louis, MO
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 (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). 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.
Customer Service Representative
Finance Service Representative Job In Saint Louis, MO
Job Title: Customer Service Representative
*The schedule for this role is in-office Monday-Friday*
Come join our team and take your career to the next level. The perfect opportunity to further develop your skills and grow your experience.
United Fulfillment Solutions, Inc. is a full-service product fulfillment company. With the position located in Des Peres MO, we are seeking a highly motivated, career-oriented individual for the position of Customer Service Representative capable of managing multiple accounts in our multi-client 3PL warehouses.
This individual will be the in-house contact for clients to help ensure accounts stay up to date, answer processing questions, and adhere to company standards.
Responsibilities:
Be a client advocate
Handle inbound inquiries and resolve customer service issues via web, email, and phone.
Respond to customer inquiries in a timely and professional manner.
Coordinate all customer needs through the appropriate departments, including special requests - expedites, shipping routing, special receiving requests, compliance guidelines, special processes, client portals etc.
Follow up with other departments to ensure the service standards are being met.
Proactively communicate any changes in commitment to customers and/or the company
Able to use own abilities and ingenuity in combination with standardized process to reach a resolution on all customer service issues.
Prepare reports for customer satisfaction and inventory management
Assist in the constant improvement/ development of processes based on daily interactions and experience
The individual should also be an independent worker able to problem solve quickly with a limited amount of supervision.
Assist the finance department in chargeback disputes and provide documentation as needed.
Provide coverage for co-workers who are out of the office to ensure full coverage.
Other duties as assigned as necessary.
Skills:
HS Diploma required
Must be proficient at all MS Office Products (Word, Excel, Outlook, etc.)
Experience with CMS: Zendesk
Must have utilized a phone for customer interactions
Must be able to work independently
Must have excellent communication skills
Strong problem solving & decision-making skills
Strong sense of urgency and ability to work in a fast-paced environment
Ability to maintain an upbeat and positive attitude
Strong organization skills and multi-tasking capabilities
Benefits:
Weekly Paychecks
6 Paid Holidays
Promotions from within
Opportunities for numerous training programs
160 hours of Personal time. 40 hours per quarter
Company-paid life insurance
Medical insurance (Company covers 75% of Employee Health benefit)
Dental insurance (Company covers 50% of Employees Dental benefit)
Short term disability
401K
Schedule:
8-hour shift
Day shift
Monday to Friday
In Office
Work Location: St. Louis, MO (this job is not remote)
Job Type: Full-time
Send your resume to the email address below:
*************************
Client Service Representative
Finance Service Representative Job 18 miles from Saint Louis
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm, Slagle Financial, in Edwardsville, IL is seeking to add a Client Service Representative to our team!
The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
Job Description:
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Skills:
Strong organizational skills
Excellent communication; written and verbal
Attention to detail and accuracy
Proactive management style and consistent follow-through
Active Listening and Decision Making
Minimum Requirements:
Finance/associate's degree preferred
Financial Industry experience preferred
Experience with MS Office Suite and the ability to learn new software quickly
CRM experience
Responsibilities:
This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
Client Service
Assisting clients with overall maintenance of annuity accounts
Non-financial changes, RMDs, withdrawal requests, allocations, policy renewals, etc.
Filing death claims for deceased clients.
Obtaining all necessary paperwork from both clients and insurance carriers; ensuring the completion of claim.
Keeping databases updated with closed accounts, portfolio values, and general information.
Helping clients with online registrations for accessing accounts via Orien or directly through company website.
Respond to incoming and outgoing client inquiries by phone and email requests.
Running annual RMD report for eligible clients; ensuring required distributions are taken.
Act as liaison between clients and financial advisors when needed.
Meeting with clients if necessary.
Balance Sheet, completion, and Appointment Prep
Assign task provided by advisor dictations to staff
Administrative/ Misc.
Attend educational seminars and client events
Assist in training and development
Back Up for client operations specialist
Ensure all scheduled appointments are readily prepared for each financial advisor
Database maintenance
Hours
M-F 9am-5pm
Benefits
Medical Insurance
Dental Insurance
Vision Insurance
Short-Term Disability
Long-Term Disability
Basic Life Insurance
401(k)
PTO
Salary
To be discussed by the firm
Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Sales Rep - St. Louis, MO - #8232
Finance Service Representative Job In Saint Louis, MO
Is it time to begin the next chapter of your career? Are you looking to take charge of your sales success and enjoy an uncapped commission plan? Would you like to be part of an amazing team that is driving positive change in the animal health industry?
We invite you to join us on our journey as we strive to make a lasting impact in the lives of animals and the many amazing clinicians in the veterinary communities we serve.
For this role, the incumbent must have animal health experience in the St. Louis market + capital equipment sales experience.
You will be part of a collaborative work environment with great growth potential. As part of the sales team, you will have the unique opportunity to share in the company's success. Join our talented and growing team that is dedicated to advancing care for the pets we love!
In this field sales role based in the Midwest area, your success will come from building long-term relationships with customers and growing account revenue through comprehensive and complementary product offerings.
Your product portfolio will include innovative technologies that enhance the quality of care for pets and improve the workflow and profitability of the clinic.
Your responsibilities will include:
Increase product utilization in your assigned geographic responsibility.
Achieve revenue and growth goals by acquiring new accounts and leveraging existing accounts.
Define, verify, and translate customer needs into diagnostic, point-of-care, and wellness management solutions.
Develop and grow partnerships with veterinary practice staff.
Educate and train veterinary clinic staff on products, services, and marketing initiatives.
Attend trade shows and other educational events.
Ideally, you will possess:
Bachelor's Degree in a scientific or related discipline, or an equivalent combination of related education and/or experience.
3+ years of relevant sales experience, ideally in animal health, in direct sales of animal medical devices/capital equipment.
Strong closing skills, with a proven track record of capital sales and customer service excellence.
Demonstrated ability to build strong customer relationships.
Excellent communication and interpersonal skills, with the ability to work effectively in a collaborative sales environment.
Ability to travel to call points within an assigned territory.
Strong computer skills, with experience utilizing a CRM management database; salesforce.com preferred.
Benefits
$95-$100k + commission is $15k per quarter
Medical insurance
Vision insurance
Dental Insurance
401(k)
Paid paternity leave
Tuition assistance
Paid maternity leave
Disability insurance
Life in St. Louis
St. Louis, known as “the jewel of the Missouri River,” offers historical charm, sporting attractions, and a cultural life that blows out other city destinations away. Take in a rock and roll performance at atmospheric venues like Blueberry Hill - one of the birthplaces of jazz and blues! Ascend to the summit of the iconic Gateway Arch for stunning views or take a riverboat cruise on a 19th-century steamboat! Don't miss trying the famous BBQ food that the city is known for - you can dine on the finest pork BBQ around at local eateries like Bogart's! St. Louis has so much to offer! After historical declines, the city has turned a corner and is undergoing regeneration that is revitalizing industrial land, bringing new jobs and research facilities, and creating a top-notch quality of life.
Customer Service Representative
Finance Service Representative Job 13 miles from Saint Louis
About Us:
Smart Rehab LLC is a leader in fitness and dance facilities, based in Kirkwood, Missouri. Our company is dedicated to promoting health and wellness while providing exceptional recreational and hospitality services. We are committed to creating an environment that inspires healthy, active lifestyles for our customers and community.
Position Overview:
We are seeking a friendly and detail-oriented Customer Service Representative to join our on-site team. In this role, you will be the face of Smart Rehab LLC, assisting customers with inquiries, providing information about our services, and ensuring a positive experience at our facility.
Key Responsibilities:
Welcome customers and provide exceptional service in person, via phone, and email.
Address customer inquiries about programs, memberships, and facilities.
Assist with bookings, memberships, and account updates.
Resolve customer concerns and escalate complex issues to the appropriate team.
Maintain accurate records of customer interactions and transactions.
Collect and document customer feedback to improve services.
Support the team with administrative tasks and facility operations as needed.
Qualifications:
High school diploma or equivalent; additional certifications in customer service or hospitality are a plus.
Proven experience in a customer service role, preferably in fitness, recreation, or hospitality industries.
Strong interpersonal and communication skills.
Excellent problem-solving and organizational abilities.
Familiarity with Microsoft Office Suite and point-of-sale or customer management systems.
Ability to work flexible hours, including evenings and weekends, as needed.
A positive attitude and commitment to fostering a welcoming environment for customers.
What We Offer:
Competitive hourly pay and opportunities for advancement.
A supportive, dynamic work environment focused on health and wellness.
Discounts on facility memberships and programs.
Ongoing training and professional development opportunities.
Sales Representative
Finance Service Representative Job 4 miles from Saint Louis
Come Join the American Fidelity Educational Services Family
Family Owned since 1960
We are seeking a Sales Representative to market our insurance products and provide client customer service statewide to the educational community in your area. Our salaried, career Sales Representatives are responsible for selling supplemental insurance products and services in a defined sales territory with an existing customer base and you will have the opportunity to help grow our customer accounts. You will build strong, long-term relationships with school districts and teaching associations and develop specific, needs-based sales recommendations for their employees, highlighting the benefits of American Fidelity's insurance products.
We Offer
· Base salary + uncapped commission + additional sales bonus potential
· Company car
· First year income potential between $82,500 to $122,600
· Paid travel expenses
· Consistent six figure income opportunity within 3-5 years
· 401k with company match up to 6%
· Defined Sales Territory
· Multiple Sales Career path options
· Consistent, standardized training designed for new Sales Representatives
· Comprehensive benefit package including multiple medical, dental, vision and supplemental insurance plans
· International Sales Award Trips
We Look For:
Sales potential with demonstrated leadership qualities, sales awards and sales successes
Two years sales, management, or leadership experience or as a recent college graduate, someone who has held leadership roles and demonstrated hard work ethics by working your way through college
Candidates with no more than 2 jobs in the last 5 years preferred
60 hours of college education or associates degree preferred
Ability to pass financial, criminal, and motor vehicle background checks
Pattern of Success Demonstrated by Career Growth
Primary Responsibilities
· Focus on growing and maintaining existing K-12 School accounts by one-on-one sales of worksite insurance products and services to the educational community
· Consult with our current customers to provide value and meet their financial needs
· Build strong relationships with our customers and teaching association executives
· Develop customized needs-based employee benefit packages through annual benefit enrollments and group presentations.
Company Perks:
· National Presence - American Fidelity conducts business within 49 states, employing salaried, career Sales Representatives located across the country.
· Extended Training Program - Sales Representatives participate in a structured, comprehensive training program including on-the-job training within your territory, Product and Sales Schools and online training.
· Tenure - More than Double the National Average with 30% of our salaried career Sales Representatives having been employed with American Fidelity for 10 years or more.
Company Overview:
Founded in 1960, American Fidelity Assurance Company has grown to become one of the largest, private, family-owned life insurance companies in the United States. Focused on our core business, including disability income insurance, life insurance, and supplemental health insurance, American Fidelity has seen rapid and continuous growth. For more information on our company, visit www.americanfidelity.com.
At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our success. This means cultivating a workforce with wide perspectives and creating opportunities for engagement, learning and listening.
If you'd like more information about American Fidelity's privacy practices, please visit americanfidelity.com/privacy”.
Sales Representative
Finance Service Representative Job In Saint Louis, MO
As a Sales Representative you will have the opportunity to interact with new and existing clients where your primary responsibility will be to identify needs. Representatives meet with new and existing clients to build and maintain relationships and increase sales. The ideal candidate will have experience in sales or marketing, be well organized and possess excellent attention to detail. The ability to work independently and collaboratively with other team members is essential. If you are an excellent communicator with an eye for detail this may be the perfect position for you.
Sales Representative Job Responsibilities:
Document all client account updates in our CRM promptly
Partner with the Sales Manager to develop a sales strategy
Provide exceptional customer service
Multitask and tackle projects in order of priority
Communicate relevant information proactively to the correct team members
Work cooperatively with operations personnel to improve our service and resolve any client issues
Onboard new accounts ensuring customer's needs are met
Implement and support current promotions
Partner with the Sales Manager to develop a sales strategy
Sales Representative Job Requirements
Partner with the Sales Manager to develop a sales strategy
Driven to meet key quality standards
At least one year of successful business development or sales experience
High school diploma or equivalent
Experience in providing exceptional client support
Strong understanding of the sales cycle and a successful track record of meeting goals
Able to swiftly meet customers needs by maintain an up to date working knowledge
Ability to work independently with little to no supervision
Flexible scheduling availability
Additional Candidate Qualifications:
Great communication skills and an outgoing demeanor
A flair for helping people find a perfect match
Must be reliable, consistent and driven
Multi-Tasking: Ability to juggle multiple tasks with ease.
Must be able to commute to our offices in Saint Louis, MO
Ready to Join Us? If you're ready to embark on a fulfilling career where you can make a difference in people's lives, apply now!
Material Handling Aftermarket Sales Representative (Outside Sales)
Finance Service Representative Job In Saint Louis, MO
If you want to be a part of something bigger than yourself, come join the winning Sales Team at MH Equipment!
MH Equipment has a legacy dating from 1952 and is recognized as becoming one of the largest Material Handling Dealerships in North America. The MH uncompromising commitment to integrity and the principles of, “People Matter, Passion Inspire, Purpose Unites” are fundamental in the development of Employee, Customer, Supplier and Community relationships.
At MH Equipment, we make a difference in the lives of others by providing trusted solutions for a variety of material handling needs. With one of the most progressive and rewarding compensation plans and commission schedules for a sales team in the industry, MH's sales structure is designed for professionals who are competitive top performers.
This individual is responsible for developing Customer relationships and increasing the sales of the aftermarket offerings of parts and service available from MH Equipment Company as well as catalogue and allied sales.
Job Responsibilities:
Obtain, maintain and optimize Customer relations through planned and regular sales visits and communications
Obtain sales objectives
Identify target prospects and create strategic action plans to develop the accounts as Customers
Perform audits of customers' fleets and make appropriate recommendations
Maintain Customer information files and notes with periodic review with management
Participate with product promotions from external and internal sources
Manage all custom programs installed at the assigned accounts
Promote sales of catalogue and allied products
Promote operator and technical training
Sell periodic and full maintenance contracts
Enhance vendor relations by supporting programs and working with their representatives
Attend and participate in all sales or Company meetings
Participate in Company sponsored training sessions for enhancing selling skills and technical knowledge
Produce periodic budgets, plans of action, summaries and other reports or lists as necessary
Present a professional image in personal appearance, dress and preparation
Job Requirements:
Experience in material handling sales is preferred
Great interpersonal skills - Displays honesty, ethics and integrity at all times
Ability to organize a selling plan and exhibit time management skills
Competency in time and territory management
Customer Relationship Management (CRM) usage an asset
Strong verbal and written communication skills
Valid driver's license, proof of insurance and dependable vehicle
Proficient computer skills utilizing Microsoft Office including Outlook, Excel, Word, PowerPoint, web searches, etc.
Working Conditions:
Flexibility to work when Customer needs require it and may exceed a 40 hour workweek with some overnight travel and weekend work. The Aftermarket Sales Representative must have a reliable car to use for considerable travel in the territory.
Benefits:
Uniquely MH: Adoption Assistance, Dave Ramsey's Smart Dollar, Pet Insurance, Wellness Program, Vendor Discounts, and more!
Excellent Compensation: Great pay, pay bonus incentives, 401K with employer match, company laptop and cell phone.
Generous PTO: Paid vacation, holidays, personal, sick days, charity time off.
Great Insurance: Medical, dental, vision, and life insurance. Short-term and voluntary long-term disability.
Company Support: Continuous training, safe working environment
MH Equipment is proud to be an Equal Opportunity Employer
Associate Financial Representative
Finance Service Representative Job 14 miles from Saint Louis
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.
About the role
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America
Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact.
Our representatives provide financial guidance and products to help members protect their families and their futures.
Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs.
Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
Show integrity and character.
Demonstrate leadership skills.
Team-oriented.
Focus on results/success driven.
Can or have overcome adversity.
Grow by helping others.
Show volunteer spirit in the community.
Look for self-improvement opportunities.
Enjoy building long-term relationships.
Credible, trustworthy and honest.
Education and training
Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications
Passion for bettering members' financial lives.
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks
Paid medical and dental insurance.
401(k) retirement plan with company match.
Noncontributory pension plan.
Group term life insurance.
Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
Home Improvement Sales Representative
Finance Service Representative Job In Saint Louis, MO
Who We Are - We Change Lives at Premier Roofing
At Premier Roofing, we don't just restore roofs-we restore confidence, security, and peace of mind for homeowners impacted by severe storms. Our team guides homeowners through the entire insurance and restoration process, ensuring they receive the protection they deserve. With 20+ years of experience and 14 locations nationwide, we've built a reputation for excellence, not just in roofing but in changing lives-for both our customers and our team members.
A Career That Changes Lives - Yours and the Homeowners You Help
Are you motivated, goal-driven, and looking for a high-earning sales opportunity with real impact? As a Home Improvement Advisor at Premier Roofing, you'll have the tools, mentorship, and support to build a rewarding career while making a meaningful difference for homeowners in need.
What We're Looking For
✔ Excellent communicator & people-person - You thrive on helping others
✔ Goal-driven & self-motivated - You take charge of your own success
✔ Sales experience (2+ years preferred) - Home improvement experience is a plus!
✔ Valid driver's license & reliable transportation - You're always ready to meet customers where they are
✔ Comfortable climbing ladders & walking rooftops - You're hands-on and not afraid of a challenge
Why Join Premier Roofing?
✔ Change Lives & Make an Impact - Help homeowners protect their greatest investment
✔ Uncapped Commission - Earn 20% profit on completed projects
✔ Earn While You Learn - Weekly onboarding pay for the first 8 weeks
✔ Work-Life Balance - A flexible schedule that fits your lifestyle
✔ Proven Sales Training - No roofing experience? No problem! We invest in your success
✔ Weekly Pay - Get rewarded quickly for your efforts
✔ Fast-Track Career Growth - Performance-based promotions put your career in your hands
About Premier Roofing - More Than Just a Roofing Company
At Premier Roofing, we don't just put on new roofs-we give homeowners peace of mind and our team limitless opportunities. Whether it's restoring a family's home after a devastating storm or helping our team members achieve financial and career success beyond what they thought possible, we change lives every day.
Apply Now & Start Your Life-Changing Career Today!
Member Service Representative (Full-Time) - Maplewood
Finance Service Representative Job In Saint Louis, MO
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Analyze, research and resolve problems and discrepancies related to member accounts/loans
Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications
Counsel current and prospective members about Navy Federal's products and services
Ensure cash and other negotiable instruments are handled properly
Identify opportunities to cross service products and increase product penetration
Perform platform banking functions
Assist level I team members
Understand and comply with federal and other regulations relating to financial products and services
May assist with Branch Office vault opening, closing and balancing procedures
May serve as a Branch Office and/or ATM vault custodian
Perform other duties as assigned
Qualifications
Ability to work independently and in a team environment
Working knowledge of savings and checking products, accounts and services
May be required to participate and complete specialized training (in Business Services, IRA, MLO, notary, etc.), per business need
Effective active listening skills to accurately respond to inquiries and account requests
Effective organizational, planning and time management skills
Effective research, analytical, and problem solving skills
Effective skill building effective relationships through rapport, trust, diplomacy and tact
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill maintaining composure in a high production and changing environment
Effective skill navigating multiple screens and PC applications and adapting to new technologies
Effective skill performing mathematical calculations and working accurately with numbers
Effective verbal and written communication skills
Desired Qualifications
Experience in member/customer service preferably in a call center, retail banking or financial institution
Experience in working in a credit union environment
Hours: Available Monday - Saturday, hours based on business needs.
Location: 1811 Maplewood Commons Drive, Maplewood, Missouri 63143
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
• Best Companies for Latinos to Work for 2024
• Computerworld Best Places to Work in IT
• Forbes 2024 America's Best Large Employers
• Forbes 2024 America's Best Employers for New Grads
• Forbes 2024 America's Best Employers for Tech Workers
• Fortune Best Workplaces for Millennials™ 2024
• Fortune Best Workplaces for Women ™ 2024
• Fortune 100 Best Companies to Work For 2024
• Military Times 2024 Best for Vets Employers
• Newsweek Most Loved Workplaces
• 2024 PEOPLE Companies That Care
• Ripplematch Recruiting Choice Award
• Yello and WayUp Top 100 Internship Programs
From Fortune. ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity: 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.
Hybrid Workplace: Navy Federal Credit Union is a hybrid workplace, and details will be discussed during your interview process.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Design Sales Representative
Finance Service Representative Job In Saint Louis, MO
3 Day Blinds is a national retailer and manufacturer of quality, custom-made blinds, shades, draperies, and shutters. We are proud to be part of the Hunter Douglas family of brands. Over the last 40 years we've successfully helped transform our clients' homes and workplaces by offering a wide variety of products that add beauty and comfort to every space. It takes a talented group of individuals to do what we do, and we do it together as One Team. We strive to create a culture of learning and opportunity, and most importantly, an environment where you can feel passionate and connected to your work every day.
We are searching for candidates that are driven, intelligent, creative, and entrepreneurial. By offering challenging and accelerated opportunities for growth, powered by a shared hunger for success, we create a space for your career to thrive. In return for your expertise, we are committed to providing competitive and robust total compensation and benefit packages to ensure you feel valued. Our dream is to become the fastest growing, most loved, window covering company in the world.
What's yours?
In this role, you'll spend your days making the homes and workspaces of our clients more beautiful, functional, and comfortable by servicing the qualified leads that our award-winning marketing team generates. Everyone in the company is committed to your success, and your District leadership and field support team will work closely with you to help you reach your sales objectives, so you can take full advantage of our generous compensation plan. We also provide you with state-of-the-art training, tools, and resources to support your success. Our product offerings are kept fresh and current to ensure you can expertly meet your client's preferences and unique buying needs. We are committed to providing our clients with a seamless purchasing experience that is backed by our industry-leading warranty and outstanding client care services, so you can feel confident and proud in your Design Consultant role with 3 Day Blinds.
What you'll do
Expertly match our products and services to client's needs
Successfully close appointments by demonstrating our unique Value Proposition, and by building trust and credibility
Properly execute all systems and procedures to ensure client satisfaction, and to avoid order errors that adversely affect the company's bottom line and positive reputation
Measure, record, and configure specifications accurately and efficiently
Provide high- level client service and follow up in a friendly, professional and timely manner for both internal and external clients
Be flexible to the needs of the business, including appointment scheduling, time off requests, attending team meetings and training
Live our Core Values of Integrity, One Team, Excellence, Superior Client Experience and Passion, to Delight our Customers
Understand and execute Company operating policies and procedures as outlined in Team Handbook and other related communications
Who you are
Critical thinking and problem solving skills
Quick learner who is adaptable, self-reliant, resourceful and handles competing priorities
Understands and carries out oral and written instructions, and requests clarification when needed
Expresses thoughts, ideas, concerns in a positive, respectful and productive manner
Works independently, but also functions well as part of a team
High school degree or equivalent is required. Some college work is preferred
Availability to work full-time five days per week, one being a weekend day
Proficiency with using a PC and with Microsoft Windows based programs
Ability to quickly learn and follow new technology processes and systems
Can drive within canvassing areas and also accommodate longer drive times to meet the needs of clients outside of assigned area
Reliable transportation, a valid driver's license and proof of insurance
Can lift & carry up to 20 pounds
2-5 years relationship selling experience within either:
In- home or outside sales, preferably in specialty or custom product/services
Retail environment - ideally in like field such as Home Décor/Furnishings
Education or experience in Design and Decor preferred
Experience with POS Systems preferred
What's in it for you?
As a Design Consultant with 3 Day Blinds, you can join our growing sales team with confidence!
We offer a generous uncapped compensation plan and bi-weekly draw while you ramp up your expertise.
You will be provided with quality company generated appointments, and are greatly rewarded for self-generated appointments as part of our lucrative monthly bonus plan.
Design Consultants at 3 Day Blinds are earning a nationwide average of $80,000-90,000 annually in commission and bonus. The District Sales Manager can speak more directly to you about the territory's historical earning potential, but the biggest variable in the equation will be you.
You'll receive 4-weeks of paid, world class training and be provided with state of the art tools, including a laptop, smartphone, product samples, and other resources necessary for your success - at no cost to you!
We also provide mileage reimbursement.
You'll receive a competitive benefits package including medical, dental, vision, time off with pay, and a 401(k) plan with a degree of employer matching.
We provide short-term and long-term disability benefits at no cost to you! In addition, we offer company-paid life and accidental death and dismemberment insurance with opportunities to elect additional voluntary insurance plans as well.
We offer eligible employees six weeks of paid parental leave to bond with a child following birth, adoption, or foster placement.
Enjoy amazing discounts on our 3 Day Blinds products as well as access to various other exclusive discounts!
Please note, all offers presented to candidates are carefully crafted to ensure market competitiveness, equity, and reflect the individual candidate's education, experience, skills and potential.
Hunter Douglas is an Equal Opportunity Employer and complies with applicable employment laws. EOE/M/F/Vet/Disabled are encouraged to apply.
Personal Banker
Finance Service Representative Job 22 miles from Saint Louis
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $19.50 - $23.75 (Amount based on relevant experience, skills, and competencies.)
About This Job
Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team at our Ellisville location.
Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs.
As a Personal Banker, you'll:
Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank.
Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs.
Actively listen to our customers so you can make appropriate recommendations that match their needs.
Educate customers on a variety of retail products and digital solutions that improves their financial wellness.
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.
Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified.
Be able to earn more than your base pay through our quarterly incentive program.
Essential Functions
Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment
Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved.
Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
Identify complex financial needs and refer customers to bank specialists when appropriate.
Perform other duties as assigned
Work Schedule
Monday- Friday, 8:15 a.m.-5:15 p.m., Saturday. 8:45 a.m.-12:15 p.m.
Knowledge, Skills & Abilities Required
Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone.
Ability to meet personal and branch sales and customer services expectations
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values
Proficient with Microsoft Word, Excel and Outlook
Education & Experience
High School diploma or equivalent combination of education and experience required
1+ years sales or customer service experience required
Experience working in an environment with individual and team sales goals preferred
Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
**Level of role is determined by knowledge, experience, skills, abilities, and education.
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $19.50 to $23.75 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 16303 Truman Rd, Ellisville, Missouri 63011
Time Type:
Full time
Sales Representative
Finance Service Representative Job 13 miles from Saint Louis
Position Overview: Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Outside Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment.
Key Responsibilities:
Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting.
Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions.
Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences.
Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention.
Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information.
Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review.
Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards.
Qualifications:
Proven experience in sales, preferably within the insurance or financial services industry.
Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients.
Outstanding presentation and negotiation skills.
Self-motivated with a results-driven mindset and the ability to work independently.
Willingness to travel within the assigned territory and manage a flexible schedule.
Valid driver's license and reliable transportation.
High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus.
Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed).
Benefits:
Competitive compensation with the most attractive commission and bonus structure in the industry.
Comprehensive training and continuous professional development.
A supportive team environment with access to seasoned mentors.
Opportunities for career advancement within the company.
Compensation:
Range is based on the average rep in current markets.
Bonuses are performance-based and paid every month on the 15th.
Residuals are paid on the anniversary date of the client's sale.
Banker Associate - Middle Market Banking - Associate
Finance Service Representative Job In Saint Louis, MO
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will have the opportunity to work both independently and as part of a team to introduce our comprehensive solutions to clients. In your role as a Banker Associate, you will be instrumental in helping us cover new prospects, deepen existing client relationships, complete portfolio reviews, and build market share. You will promote both internal and external client dialogue, and will be expected to have a deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. As a key player in our multinational team, you will work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core. We value your interest in cross border businesses, cultural sensitivity, commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
**Job Responsibilities**
+ Champion a culture of innovation and a customer centric mindset
+ Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
+ Find ways to drive new client acquisition in partnership with the bankers
+ Embrace a culture of respect, diversity and inclusion
**Required Qualifications, Capabilities and Skills**
+ 3+ years in a similar banking, venture, credit or treasury role
+ Outstanding professional reputation and integrity
+ Strong leadership skills required
+ Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
+ Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
+ Extensive knowledge of products and services
**Preferred Qualifications, Capabilities and Skills**
+ Bachelor's degree preferred
+ Superior knowledge of the market dynamics and its business environment preferred
+ Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Customer Service Representative
Finance Service Representative Job In Saint Louis, MO
Clae Goldman Team is seeking a friendly and efficient Customer Service Representative to join our team. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. As a Customer Service Representative, you will be responsible for providing exceptional customer service, addressing customer inquiries, and resolving issues. Join us and make a positive impact on the environment while helping your community.
Responsibilities
Handle Inquiries: Respond to customer questions and provide detailed information about our products and services.
Resolve Issues: Address and resolve customer complaints and issues in a timely and professional manner.
Maintain Records: Keep accurate and up-to-date records of customer interactions and transactions.
Provide Support: Assist customers with enrollment processes and
guide them through our energy solutions.
Promote Green Energy: Educate customers about the benefits of our community solar and third-party energy solutions.
Qualifications
Educational Background: High school diploma/GED required; a degree in a related field is preferred.
Experience: Previous experience in customer service or a related field is beneficial.
Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and team members.
Problem-Solving Skills: Strong problem-solving skills to address and resolve customer issues.
Organizational Skills: Strong organizational and time management skills to handle multiple tasks and prioritize effectively.
Compensation
$60,000 - $120,000 (Annually)
About Clae Goldman Team
Clae Goldman Team specializes in providing community solar and third-party energy solutions door-to-door and retail. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. Join us and make a positive impact on the environment while helping your community.
Part Time (20 Hours) Associate Banker, St Louis Hills Branch, St Louis, MO Bilingual Spanish Required
Finance Service Representative Job In Saint Louis, MO
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- Market Expansion 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
+ 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 and performing account origination for consumer clients
+ Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
+ Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
+ 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
+ Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
**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
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Customer Service Representative
Finance Service Representative Job 8 miles from Saint Louis
Clae Goldman Team is seeking a friendly and efficient Customer Service Representative to join our team. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. As a Customer Service Representative, you will be responsible for providing exceptional customer service, addressing customer inquiries, and resolving issues. Join us and make a positive impact on the environment while helping your community.
Responsibilities
Handle Inquiries: Respond to customer questions and provide detailed information about our products and services.
Resolve Issues: Address and resolve customer complaints and issues in a timely and professional manner.
Maintain Records: Keep accurate and up-to-date records of customer interactions and transactions.
Provide Support: Assist customers with enrollment processes and
guide them through our energy solutions.
Promote Green Energy: Educate customers about the benefits of our community solar and third-party energy solutions.
Qualifications
Educational Background: High school diploma/GED required; a degree in a related field is preferred.
Experience: Previous experience in customer service or a related field is beneficial.
Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and team members.
Problem-Solving Skills: Strong problem-solving skills to address and resolve customer issues.
Organizational Skills: Strong organizational and time management skills to handle multiple tasks and prioritize effectively.
Compensation
$60,000 - $120,000 (Annually)
About Clae Goldman Team
Clae Goldman Team specializes in providing community solar and third-party energy solutions door-to-door and retail. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. Join us and make a positive impact on the environment while helping your community.
Banker Associate - Middle Market Banking - Associate
Finance Service Representative Job In Saint Louis, MO
JobID: 210579737 JobSchedule: Full time JobShift: : You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will have the opportunity to work both independently and as part of a team to introduce our comprehensive solutions to clients. In your role as a Banker Associate, you will be instrumental in helping us cover new prospects, deepen existing client relationships, complete portfolio reviews, and build market share. You will promote both internal and external client dialogue, and will be expected to have a deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. As a key player in our multinational team, you will work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core. We value your interest in cross border businesses, cultural sensitivity, commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills