Financial Service Representative
2 weeks ago
We are seeking a skilled Banking Professional to join our team as a Loan Support Specialist in Fort Myers. The ideal candidate will have experience working in the banking and/or insurance industry, with knowledge of various types of insurance policies.
Key Responsibilities:
- Document review for loan approval and processing
- Review insurance documents in liability, hazard, and flood insurance policies
- Clerical office skills of data entry, proofreading, filing, faxing, scanning documents
Requirements:
- Prior work experience in banking processing loans, commercial lending, SBA , or in the insurance industry
- Attention to detail and strong organizational skills
- Excellent time management and multitasking abilities
Estimated Salary: $45,000 - $65,000 per year, based on experience and qualifications.
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Financial Services Representative
4 weeks ago
Fort Myers, Florida, United States Dorr Agency Full timeThe Dorr Agency is seeking a skilled and driven Financial Services Representative to join our team. In this role, you will have the opportunity to build a successful career in financial services, working with families and businesses to achieve their financial goals.With our cutting-edge technology and innovative approach, you'll have everything you need to...
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Financial Services Representative
4 weeks ago
Fort Myers, Florida, United States Joel Hinman - State Farm Agent Full timeJob DescriptionThe Financial Services Representative at Joel Hinman - State Farm Agent is responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services. This role requires excellent communication skills to provide written, verbal, and listening support to customers and build strong...
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Restaurant Financial Services Representative
4 days ago
Fort Myers, Florida, United States Rewards Network Full timeAbout the RoleRewards Network is seeking a seasoned Restaurant Financial Services Representative to join our team. In this remote sales role, you'll work closely with local restaurants in the Ft. Myers, FL area to provide financial services solutions, drive revenue growth, and exceed sales targets.Your key responsibilities will include sourcing new clients,...
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Relationship Building Representative
1 day ago
Fort Myers, Florida, United States Slagle Financial Full timeAbout the PositionThis Client Service Representative will be responsible for building relationships with prospects and clients, preparing financial advisors for client appointments, and assisting with administrative tasks. The ideal candidate will possess excellent communication skills, attention to detail, and a proactive management style.Required Skills...
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Financial Services Representative
3 weeks ago
Fort Myers, Florida, United States Wells Fargo Bank Full time**Company Overview:** Wells Fargo seeks a Teller in our Consumer, Small & Business Banking division to support customer engagement and process transactions.We are looking for an individual with excellent communication skills to identify financial needs and deliver exceptional customer experiences. The estimated salary for this position is $48,000 per year,...
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Financial Services Professional
2 weeks ago
Fort Myers, Florida, United States Brandon Mauler - State Farm Agent Full timeJob OverviewAs a Financial Services Representative with Brandon Mauler - State Farm, you will be responsible for marketing and selling financial products that manage everyday risks. With a focus on customer education and sales skills, this role is ideal for individuals who are passionate about helping others navigate their financial options.Salary and...
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Financial Services Coordinator
1 day ago
Fort Myers, Florida, United States Slagle Financial Full timeKey ResponsibilitiesAssist clients with annuity account maintenance, non-financial changes, RMDs, withdrawal requests, allocations, policy renewals, and death claims.Update databases with closed accounts, portfolio values, and general information, ensuring accuracy and consistency.Support clients with online registrations for accessing accounts via Orien or...
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Financial Service Associate
15 hours ago
Fort Myers, Florida, United States Advisor Employee Services Full time**Company Overview**Advisor Employee Services is a consulting firm that represents the top 1% of financial advisors in all 50 states. We have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of established financial advisors.
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Customer Service Representative
4 days ago
Fort Myers, Florida, United States Stifel Financial Corporation Full timeAbout the RoleThe Client Service Associate is an integral part of our Financial Advisor team, responsible for delivering exceptional client experiences. This role involves providing administrative support, communicating with clients, and working collaboratively with colleagues.Main Responsibilities:Support Financial Advisors with client onboarding and...
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Service Representative
3 weeks ago
Fort Myers, Florida, United States Powerhouse Home Service LLC Full timeAt Powerhouse Home Service LLC, we're seeking a skilled Service Representative to join our team. As a key member of our operations, you will play a vital role in ensuring exceptional customer experiences.About the RoleThis is a challenging and rewarding position that requires strong communication skills, attention to detail, and a passion for delivering...
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Financial Services Position Opening
2 weeks ago
Fort Myers, Florida, United States Brandon Mauler - State Farm Agent Full timeAbout the Job:\We are seeking a highly skilled Life Insurance Sales Representative to join our team at Brandon Mauler - State Farm. In this role, you will work closely with our agent to successfully market financial products that manage everyday risks.\\\Key Responsibilities:\\Use a customer-focused, needs-based review process to educate customers about...
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Financial Service Representative
2 weeks ago
Fort Lauderdale, Florida, United States Teleperformance USA Full timeAs a Financial Service Representative at Teleperformance USA, you will play a vital role in providing exceptional customer experiences. Your primary responsibility will be to connect with customers via phone, email, or chat to resolve their queries and concerns.The ideal candidate should have a strong passion for delivering top-notch service, excellent...
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Financial Services Representative
2 weeks ago
Fort Myers, Florida, United States Brandon Mauler - State Farm Agent Full timeKey ResponsibilitiesDeliver exceptional customer service by utilizing a customer-focused approach to educate customers on insurance options.Work collaboratively with the agent to achieve marketing objectives and establish a successful sales strategy.Identify customer needs and develop effective solutions to exceed expectations.BenefitsWe offer a competitive...
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Patient Services Representative
3 weeks ago
Fort Myers, Florida, United States MAURICIO ANDA DMD PA Full timeJob Overview:We are seeking a Patient Services Representative to join our team at MAURICIO ANDA DMD PA. As a key member of our dental office, you will play a vital role in delivering exceptional patient experiences. Your primary responsibilities will include greeting patients, checking them in/out, processing payments, and scheduling appointments.The ideal...
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Financial Services Coordinator
3 weeks ago
Fort Myers, Florida, United States GCE Insurance & Wealth Management Full timeJob OverviewGCE Insurance & Wealth Management, a reputable investment services firm in Florida, is seeking a skilled professional to join the team as a Financial Advisor Assistant.This full-time position requires exceptional customer service and problem-solving skills to effectively support advisors and clients. The ideal candidate should have experience in...
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Financial Services Professional
2 weeks ago
Fort Lauderdale, Florida, United States Lumina Financial Solutions Full timeDiscover a Rewarding Career in InsuranceAs a Licensed Life Insurance Agent with Lumina Financial Solutions, you will have the opportunity to build a successful and rewarding career in the financial services industry. Our company is dedicated to protecting families and individuals from financial risks, and we are committed to providing exceptional service and...
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Customer Service Representative
2 weeks ago
North Fort Myers, Florida, United States Wal-Mart Stores , Inc. Full timeAt Wal-Mart Stores, Inc., we're looking for a skilled Customer Service Representative to join our team. This role is a key part of ensuring our customers have an exceptional shopping experience. As a Customer Service Representative, you will be the face of our company, providing assistance to customers and ensuring they leave the store satisfied.Salary:...
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Financial Services Assistant
2 weeks ago
Fort Myers, Florida, United States Fireservice Disaster Kleenup Full timeJob OverviewThe Fireservice Disaster Kleenup team is seeking an experienced Financial Services Assistant to provide support to the Accounting & HR Manager. As a key member of our accounting department, you will be responsible for processing customer payments, handling bookkeeping, and maintaining accurate financial reports.
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Customer Experience Coordinator
3 days ago
Fort Myers, Florida, United States Slagle Financial Full timeJob OverviewWe are seeking a skilled Client Service Representative to join our team at Slagle Financial. In this role, you will be responsible for providing exceptional client service and support, ensuring the satisfaction of our existing clients and contributing to the growth of our business.
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Customer Service Representative
2 weeks ago
Fort Myers, Florida, United States Goodwill Industries of Southwest Florida Full timeCustomer Service Representative OpportunityWe are seeking a friendly and approachable Customer Service Representative to join our team at the Island Park Store. As a Customer Service Representative, you will play a critical role in providing exceptional customer service, resolving customer complaints, and achieving sales goals.About Goodwill Industries of...