Current jobs related to Financial Service Representative- Retirement and Benefits Investment Specialist Bilingual Spanish - Jacksonville - Bank of America
-
Jacksonville, FL, United States Triad Financial Service Inc. Full timeFull-Time Triad Financial Services is looking to add a dedicated, highly skilled Bilingual Collector II (Spanish Preferred) to our team. You should be able to understand and translate large amounts of numbers and financial information, negotiate tactfully, and persistently contact people of interest to collect money owed. Monday - Thursday : where...
-
Bilingual Sales Representative
2 weeks ago
Jacksonville, Florida, United States Wellington Hawkins State Farm Agency Inc Full timeJob OpportunityWe are seeking a highly motivated and customer-focused Sales Representative to join our team at Wellington Hawkins State Farm Agency Inc. as a Bilingual Sales Representative (Spanish/English).About the Role:Develop and maintain relationships with customers to identify their insurance needs and provide tailored solutions.Utilize strong...
-
Bilingual Mortgage Specialist
3 weeks ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob Category: Chattel OperationsRequisition Number: BILIN001717Full-TimePosition OverviewTriad Financial Services is seeking a NMLS licensed and Bilingual (Spanish-English Speaking) Loan Originator.Compensation range: $48,000-50,000/annually with a competitive incentive plan, including Medical, Dental, and Vision benefits, 401K with employer matching, PTO,...
-
Bilingual Mortgage Specialist
3 weeks ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob Category: Chattel OperationsRequisition Number: BILIN001717Job OverviewTriad Financial Services is in search of a NMLS licensed and Bilingual (Spanish-English Speaking) Loan Originator. Compensation: $48,000-50,000 annually plus a competitive incentive plan, along with Medical, Dental, and Vision benefits, 401K with employer matching, PTO, and...
-
Bilingual Mortgage Specialist
3 weeks ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob Category: Chattel OperationsRequisition Number: BILIN001717Full-TimeJob OverviewTriad Financial Services is in search of a NMLS licensed and Bilingual (Spanish-English Speaking) Loan Originator. Compensation: $48,000-50,000 annually plus a competitive incentive plan, including Medical, Dental, and Vision benefits, 401K with employer matching, PTO, and...
-
Bilingual Mortgage Loan Specialist
3 weeks ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob Category: Chattel OperationsRequisition Number: BILIN001717Full-TimeJob OverviewTriad Financial Services is seeking a NMLS licensed and Bilingual (Spanish-English Speaking) Loan Originator. This role is essential in our mortgage lending division, focusing on the origination and funding of mortgage loans while ensuring outstanding customer...
-
Bilingual Mortgage Loan Specialist
3 weeks ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob Category: Chattel OperationsRequisition Number: BILIN001717Full-TimeJob OverviewTriad Financial Services is seeking a NMLS licensed and Bilingual (Spanish-English Speaking) Loan Originator. Compensation: $48,000-50,000 annually plus a competitive incentive plan, including Medical, Dental, Vision benefits, 401K with employer matching, PTO, and...
-
Bilingual Mortgage Loan Specialist
3 weeks ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob Category: Chattel OperationsRequisition Number: BILIN001717Full-TimePosition OverviewTriad Financial Services is seeking a NMLS licensed and Bilingual (Spanish-English Speaking) Loan Originator. Compensation: $48,000-50,000 annually plus a competitive incentive plan. We offer comprehensive benefits including Medical, Dental, Vision, 401K with employer...
-
Bilingual Mortgage Loan Specialist
3 weeks ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob Category: Chattel OperationsRequisition Number: BILIN001717Full-TimePosition OverviewTriad Financial Services is seeking a NMLS licensed and Bilingual (Spanish-English Speaking) Loan Originator. Compensation: $48,000-50,000 annually, along with a competitive incentive structure. We offer comprehensive benefits including Medical, Dental, Vision, 401K with...
-
Customer Service Specialist
4 months ago
Jacksonville, United States TOTE Maritime Full time** Customer Service Specialist (Bilingual/Spanish Required)** **Job Category****:** Customer Service **Requisition Number****:** CUSTO001313 Showing 1 location **Job Details** **Description** TOTE Maritime Puerto Rico is looking for a Customer Service Specialist like you! The TOTE Maritime Puerto Rico Customer Service Specialist position is responsible for...
-
Bilingual Customer Support Specialist
3 weeks ago
Jacksonville, Florida, United States RemX Full timeJob OverviewRemX Staffing is seeking dedicated and empathetic Bilingual Customer Support Specialists fluent in Spanish and English. This position involves handling incoming calls to assist clients with the arrangement of regular meal deliveries.Position: Bilingual Customer Support Specialist (Spanish/English)Employment Type: Contract with potential for...
-
Bilingual (Spanish) Sales Representative FT or PT
5 months ago
Jacksonville, United States Wellington Hawkins State Farm Agency Inc Full timeJob DescriptionJob DescriptionLocal State Farm Jacksonville agency has an immediate opening for a Bilingual Sales Representative (Spanish/English). Both Part-Time and Full-time opportunities are available. No insurance experience is necessary, as we will train the right person! If you are a motivated, friendly, people-person, great at opening doors and...
-
Collector - Bilingual (Spanish) Specialist
2 weeks ago
Jacksonville, Florida, United States U.S. Auto Credit Corporation Full timeJob SummaryU.S. Auto Credit Corporation is seeking a highly skilled and bilingual Spanish speaking Collector to join our team. As a Collector, you will play a critical role in facilitating the recovery of past due loans and maintaining a high level of customer satisfaction.Key ResponsibilitiesInitiate contact with past due borrowers to bring loans to current...
-
Bilingual Spanish/English Loan Processor
3 months ago
Jacksonville, United States Triad Financial Services, Inc. Full timeJob DescriptionJob DescriptionIf you are looking to join a growing team in a niche industry that offers career growth, market leading compensation, internal training programs, apply to Triad Financial Services, today! We offer strong benefits packages, including 401K w/corp matching, 3 weeks PTO, 7 federal holidays, tuition reimbursement, training, bonus...
-
Bilingual Spanish/English Loan Processor
2 months ago
Jacksonville, United States Triad Financial Services, Inc. Full timeIf you are looking to join a growing team in a niche industry that offers career growth, market leading compensation, internal training programs, apply to Triad Financial Services, today! We offer strong benefits packages, including 401K w/corp matching, 3 weeks PTO, 7 federal holidays, tuition reimbursement, training, bonus eligibility and more. This...
-
Bilingual Customer Service Representative
2 months ago
Jacksonville, United States Florida One Insurance Full timeJob DescriptionJob DescriptionAre you fluent in both English and Spanish? Do you thrive in a fast-paced customer service environment? Imagine the thrill of being the go-to person for our diverse customer base, assisting them with their insurance needs. Picture yourself as the bridge between our company and our Spanish-speaking clients, providing top-notch...
-
Jacksonville, Florida, United States Randstad Full timeJob Title: Bilingual Customer Service RepresentativeAs a key member of our customer service team, you will be responsible for providing exceptional support to our diverse customer base. This role requires fluency in both English and Spanish to effectively communicate with customers and resolve their inquiries.Responsibilities:Process customer requests and...
-
Customer Service Representative
2 weeks ago
Jacksonville, Texas, United States Security Finance Full timeAbout UsAt Security Finance, we're a leader in the financial services industry, providing easy and safe installment loans and income tax preparation to our communities since 1955.Our MissionWe're committed to being good members of our community, helping neighbors in times of need, and treating customers with the respect they deserve.Job SummaryWe're seeking...
-
COLLECTOR - Bilingual (Spanish)
4 months ago
Jacksonville, United States U.S. Auto Credit Corporation Full timeJob DescriptionJob DescriptionUS Auto Credit has an immediate opening for a bilingual Spanish speaking collector.As a collector you will initiate contact of past due borrowers to facilitate bringing of loan to current status thereby lowering delinquencies in loan portfolios overall. Compliance to current regulations and guidelines is essential.You must be...
-
Spanish and English Loan Operations Specialist
2 weeks ago
Jacksonville, Florida, United States Triad Financial Services, Inc. NMLS #1063 Full timeJob SummaryWe are seeking a highly motivated and goal-oriented Bilingual Loan Processor to join our team at Triad Financial Services, Inc. NMLS #1063. As a key member of our Corporate Headquarters in Jacksonville, FL, you will play a critical role in processing loans from approval to clear to close.Key ResponsibilitiesCollaborate with Loan Officers to...
Financial Service Representative- Retirement and Benefits Investment Specialist Bilingual Spanish
4 months ago
Description
:This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.
Successful applicants who have already passed the SIE exam at the time of offer may be eligible for a $2500 bonus, in accordance with terms and conditions set forth in the offer letter.
You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start date. You will achieve this through scheduled study time, in depth online resources and on-site coaching and support.
The Licensing Program provides you with the coaching and guidance that you’ll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7, and Series 63 licensing). These credentials along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill.
Responsibilities:
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential riskRequired Qualifications:
Bilingual Spanish Non-licensed candidates will be expected to obtain FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days. Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays Communicates effectively and confidently with all clients to make their financial lives better Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections Comfortable receiving ongoing performance feedback and coaching Ability to learn and adapt to new information and technology platforms Minimum of an intermediate level of proficiency with computers and current technology Must be flexible to work various shifts; Monday – Sunday , 7:00 am – 10:00 pm EST; 40 hours per week**1st and 2nd shifts **
Desired Qualifications:
Experience in a call center or a financial/banking center Customer service experience Understands Retirement plans and products Knowledge of financial terms and conceptsSkills:
Account Management Customer and Client Focus Issue Management Oral Communications Regulatory Compliance Active Listening Adaptability Problem Solving Risk Management Attention to Detail Business Acumen Trading Valuation Ethics and Practice StandardsShift:
1st shift (United States of America)Hours Per Week:
40