financial services sales representative

TTEC

<div>Financial Customer Service Representative - Mumbai<p>
Your potential has a place here with TTEC&rsquo;s award-winning employment experience. As a <b>Customer Service Representative </b>working Onsite in <b>Nesco Goregaon, Mumbai,</b>you&rsquo;ll be a part of bringing humanity to business. #experienceTTEC</p>
<p>Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work&reg; certification in India says it all!</p>
<p>Our recruitment hub is open for walk-in applicants from<b> Monday to Friday</b>, between <b>10:30 am to 4:00 pm</b>. Visit TTEC Mumbai at 403 &amp; 404, Nesco IT Park. Virtual interviews are available for those currently living outside of Mumbai and considering relocating to the city.</p>
<p><b>What You&rsquo;ll Do</b><br>
Do you have a passion for helping others? Whether it&rsquo;s getting answers for customers quickly, consulting on products with compassion or finding resolutions for their issues with a smile, you&rsquo;ll be the difference between their customer experience being just average or an exceptional one.</p>
<p><b>During a Typical Day, You&rsquo;ll</b></p>
<ul><li>Answer incoming communications from customers</li></ul>
<ul><li>Conduct research to provide answers for customers to resolve their issues</li></ul>
<p><b>What You Bring to the Role</b></p>
<ul><li>1 year or more of customer services experience</li></ul>
<ul><li>High school diploma or equivalent</li></ul>
<ul><li>Recognize, apply and explain your product or service knowledge</li></ul>
<ul><li>Computer experience</li></ul>
<p><b>What You Can Expect</b></p>
<ul><li>Supportive of your career and professional development</li></ul>
<ul><li>An inclusive culture and community minded organization where giving back is encouraged</li></ul>
<ul><li>A global team of curious lifelong learners guided by our company values</li></ul>
<ul><li>Compensation ranges from 30,000 to 41,000 (CTC) + Night Shift Allowance.</li></ul>
<p>Visit https://mybenefits.ttec.com/ for more information.</p>
<p><b>A Bit More About Your Role</b><br>
We&rsquo;re committed to ensuring you have the skills and support to be successful in your role throughout your career. From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you. And we know that you bring with you the one necessary ingredient that can&rsquo;t be taught &ndash; a caring and supportive nature that will shine through as you help customers. Our TTEC community is here for you as one dynamic, global family.</p>
<p>You'll report to the Project Manager. You'll contribute to the success of the customer experience and the overall success of the team.</p>
<p><b>About TTEC</b><br>
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.</p>
<p>TTEC is proud to be an equal opportunity employer where 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. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.</p><b><br>
Primary Location</b>: India-Maharashtra-Mumbai<br>
<b>Job</b>: _Customer Care Representative</div>

Financial Customer Service Representative - Mumbai

Fifth Third Bank

<div><div>Make banking a Fifth Third better&reg;<br>
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.</div><div></div><div>
GENERAL FUNCTION:</div><div>
Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales &amp; Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity.</div><div></div><div>
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.</div><div></div><div>
ESSENTIAL DUTIES AND RESPONSIBILITIES:</div><ul><li>
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.</li><li>
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.</li><li>
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.</li><li>
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.</li><li>
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.</li><li>
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&amp;L.</li><li>
Provide guidance to CSRs with respect to the sales and referral process.</li><li>
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.</li><li>
Act with confidence by answering customer questions and owning customer issues.</li><li>
Maintain a position of trust and responsibility by keeping all business confidential.</li><li>
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.</li><li>
Adhere to established policies and procedures while opening/servicing the full range of Retail products.</li><li>
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.</li><li>
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.</li><li>
Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.</li></ul><div></div><div>
SUPERVISORY RESPONSIBILITIES:</div><div>
None.</div><div></div><div>
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:</div><ul><li>
College degree or work experience providing transferrable skills or combination of education and experience.</li><li>
Experience in the financial industry preferred.</li><li>
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.</li><li>
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.</li><li>
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.</li><li>
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.</li><li>
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration Required for employment in this position.</li></ul><div></div><div>
WORKING CONDITIONS:</div><ul><li>
Normal office environment.</li><li>
Extending viewing of computer screens.</li><li>
This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.</li><li>
Travel outside of the affiliate will be required for various classroom training sessions.</li></ul><div></div>
Personal Banker Associate II - Turkey Creek (Knoxville, TN)<div></div><div>
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.</div><div></div><div>
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.</div><div></div><div>
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: <div>https://www.53.com/content/fifth-third/en/careers/benefits.html</div> or by consulting with your talent acquisition partner.</div><div></div>
LOCATION - Knoxville, Tennessee 37934<div></div><div>
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes &ndash; no matter how they are submitted &ndash; will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.</div><div></div><div>
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.</div></div><div></div>

Personal Banker Associate II - Turkey Creek (Knoxville, TN)

New York Life

<div><p><b>Join our dependable team.</b></p><p><b>
Do you enjoy</b> helping clients identify and achieve their financial goals? Through New York Life, Eagle Strategies, and NYLIFE Securities, our Financial Professionals offer an array of financial products and services as well as exceptional service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy, and estate planning.
</p><p><b>We are dedicated to your success.</b></p><p><b>
At </b>New York Life, we offer a comprehensive three-year training program, marketing support, and prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. We also provide the resources and stability you would expect from a Fortune 100 company.</p><p><b>
What makes a good fit?</b>
</p><p>We look for motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. Do you possess uncompromising integrity and ability to communicate complex ideas? Do you have the ability to successfully network and prospect for new clients? If so, we hope you will join us.
</p><p><b>Run your own practice with the support of New York Life </b>New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor&rsquo;s (AA+), Moody&rsquo;s Investors Service (Aaa), and Fitch (AAA). For 65 Consecutive years, we have led the <b>Million Dollar Round Table </b>with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the <b>&ldquo;World&rsquo;s Most Admired Companies&rdquo;</b> by Fortune Magazine for 2019.</p><p><b>
Mission statement and values:</b> <b>Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here </b><b><i>for good</i></b><b>, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
</b></p><p><b>About New York Life</b></p><p><b>
As a mutual company, we are accountable only to you.</b>
</p><p>That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients&rsquo; interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We&rsquo;ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we&rsquo;ll always be there for our policy owners and for future generations.</p><p></p><p>
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity.</p><p>
SMRU 1827566 7/1/2020</p></div>

Experienced Financial Services/ Insurance Professional/ Registered Representative

Shawer.Finance

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  Shawer.Finance is a financial services company dedicated to providing fast, flexible, and reliable loan solutions to individuals and businesses. Our mission is to empower clients to achieve their financial goals through transparent processes, customized financing plans, and exceptional customer support. Whether it&rsquo;s personal, home, or business financing, we make access to capital simple and stress-free.
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  This is a full-time on-site role for an Inside Sales Representative located in Cairo. The Inside Sales Representative will be responsible for generating leads, managing customer accounts, and ensuring customer satisfaction. Day-to-day tasks include contacting potential clients, providing excellent customer service, and actively managing relationships with existing clients to achieve sales targets.
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   Strong skills in Inside Sales, Lead Generation, and Account Management
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   Excellent Customer Service and Customer Satisfaction skills
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   Exceptional communication and interpersonal skills
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   Proven ability to achieve sales targets and handle client accounts
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   Ability to work effectively in a fast-paced environment
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   Bachelor&rsquo;s degree in Business, Finance, or related field is a plus
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   Experience in the financial services industry is a plus
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Inside Sales Representative

Trendyol

<div><div><div><b>ABOUT THE TEAM</b></div><div></div><div><b><br>
Trendyol Pay</b> is where cutting-edge payment technology meets seamless user experience. This team designs and manages end-to-end payment solutions for millions of users across the globe. Trendyol Pay is focused on building secure, fast, and reliable payment infrastructure not just for today&rsquo;s needs, but for the future of digital commerce.</div><div></div><div><b><br>
Trendyol Finance</b> is not just about managing money it&rsquo;s about reshaping the future of financial experiences.</div><div>
We build inclusive and innovative financial products that empower millions of customers and sellers. From smart credit systems to AI-powered budgeting, our goal is to remove complexity from finance and make it more accessible, personal, and impactful.</div><div></div><div><br>
By blending technology with finance, we turn data into decisions helping individuals and businesses thrive.</div><div></div><div><br>
We are united by a shared purpose:To create a positive impact in our ecosystem by enabling commerce through technology.</div><div></div><div><br>
We simplify every transaction and elevate user confidence through technology-driven, customer-first design.</div><div></div><div><br>
We are all working with the same purpose: To create a positive impact in our ecosystem by enabling commerce through technology.</div><div></div><div><b><br>
About the Role</b></div><div></div><div><br>
As a <b>Seller Financial Services Business Development Professional </b>you will be responsible expanding Trendyol&rsquo;s financial services offering for sellers through strategic partnerships with banks and fintechs, innovative embedded finance solutions, and platform integrations. The candidate will be responsible for designing and executing end-to-end projects that enable sellers to access better financing solutions and drive Trendyol&rsquo;s overall growth.</div><div>
The ideal candidate has a strong understanding of SME banking products, fintech dynamics, and go-to-market strategies with a clear focus on P&amp;L impact. Proven experience in leading complex, multi-stakeholder projects in fast-paced environments is essential.</div></div>
<div><div><h3 class="jobSectionHeader"><b>Responsibilities</b></h3><ul><li><ul><li>
Define and execute the launch &amp; growth strategy for Seller Financial Services in line with the company&rsquo;s overall strategic priorities.</li><li>
Lead end-to-end design and implementation of new financing products (e.g., credit solutions, embedded finance models) for sellers.</li><li>
Identify and evaluate partnership opportunities with banks and fintechs to expand the financing ecosystem.</li><li>
Leveraging insights on seller needs and behaviors to shape end-to-end journeys that maximize adoption and impact.</li><li>
Shape the product and partnership roadmap by tracking market trends, emerging financial solutions, and regulatory changes.</li><li>
Build and maintain strong, trust-based relationships with external partners to drive collaboration and long-term growth.</li><li>
Partnering with marketing, analytics and technology teams to deliver planned roadmap (e.g., data lake prep, developing risk models and propensity to buy models)</li></ul></li></ul></div></div>
<div><div><h3 class="jobSectionHeader"><b>Expected Qualifications</b></h3><ul><li><ul><li>
Minimum 4 years experience (Minimum 2 years &quot;Product/3rd party management&quot; experience in banking or fin-tech)</li><li>
Experienced in banking, financial services, third party management and commercial operations and P&amp;L responsibility</li><li>
Exceptional communication, persuasion and team working skills</li><li>
Strong problem solving and decision making skillsRisk knowledge and advance analytics experience is a plus</li><li>
Able to work within a dynamic and fast-paced environment</li><li>
Excellent verbal and written communication skills in English</li><li>
High level analytical skills and growth mindset</li></ul></li></ul></div></div>
<div><div><b>What We Offer</b></div><div><b>
A hybrid working model with flexibility &mdash;</b> a schedule that helps you find the right balance between flexibility and team bonding, including work-from-abroad opportunities and a summer working model.</div><div><b>
A customizable FlexBenefits budget &mdash;</b> Adjust your daily meal allowance, choose your health insurance package (and extend it to your spouse or children), and pick from additional benefits like fuel support or Trendyol shopping credits.</div><div><b>
Comprehensive wellbeing support &mdash; </b>Take advantage of our extended health package, which includes annual mini health screenings, access to location-based in-house doctors, psychologist and dietitian support, and HPV vaccination coverage.</div><div><b>
Personalized training allowance and learning opportunities &mdash;</b> Use your annual budget for any training or conference of your choice, explore our Learning Management System (LMS) anytime, and join in-person learning sessions offered throughout the year.</div><div><b>
Responsibility from day one &mdash; </b>Take full ownership from the start in a culture where every voice is heard and valued.</div><div><b>
A diverse, international team &mdash; </b>Collaborate with global peers across our offices in Berlin, Amsterdam, Dubai, and beyond, in a startup-spirited and collaborative environment.</div><div><b>
Opportunities to grow with the best &mdash;</b> Tackle meaningful challenges, develop through hands-on experience, and grow with the support of expert guidance and global mentoring.</div><div><b>
Meaningful connections beyond tasks &mdash;</b> Be part of team rituals, events, and social activities that help us stay connected and inspired.</div><div></div><div><b><br>
Take the Next Step</b></div><div>
If this role excites you, apply now and let&rsquo;s take the next step together.</div><div>
Want to get to know the team better first? Explore our Career Website, LinkedIn, or YouTube to learn more about #LifeatTrendyol and how we work.</div></div></div>

Seller Financial Services Business Development

State Farm

<div><b>Benefits:</b><br>
<ul><li>Bonus based on performance</li>
<li>Competitive salary</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
<li>Training &amp; development</li><br>
</ul><br>
<br>
<b>ROLE DESCRIPTION:</b><br>
As an insurance and financial services representative for Reid Pace State Farm, you are vital to our daily business operations and customers&rsquo; success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.<br>
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Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.<br>
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<b>RESPONSIBILITIES:</b><br>
<ul>
<li>Develop and maintain customer relationships in insurance and financial services.</li>
<li>Consult customers with comprehensive financial planning and insurance options.</li>
<li>Assist customers with retirement planning, investment management, and insurance needs.</li>
<li>Stay current with market trends and product offerings.</li>
</ul><b>QUALIFICATIONS:</b><br>
<ul>
<li>1+ years of experience in insurance and financial services.</li>
<li>Communication and interpersonal skills.</li>
<li>Licenses in insurance preferred.</li>
<li>Goal oriented with a great work ethic</li></ul><br>
<p>This is a remote position.</p></div>

Insurance and Financial Services Position - State Farm Team Member

Garden Island Federal Credit Union

<p><b>Overview</b><br/>We are seeking a dedicated and motivated Customer Service Representative to join our team. In this role, you will be the first point of contact for our customers, providing exceptional service and support in various financial services. Your ability to build relationships and effectively communicate will be essential in assisting customers with their banking needs, ensuring their satisfaction while promoting our products and services.</p><p><b>Duties</b></p><ul><li>Provide outstanding customer service by addressing inquiries, resolving issues, and offering solutions related to financial products and services.</li><li>Engage in financial sales by promoting credit union products, upselling services, and identifying customer needs to enhance their experience.</li><li>Manage customer relationships through effective communication and follow-ups, ensuring a high level of satisfaction.</li><li>Implement fraud prevention and detection measures to safeguard customer accounts and maintain trust.</li><li>Handle cash management tasks including cash handling, cashiering, debits &amp; credits, and maintaining accurate records of transactions.</li><li>Utilize financial software for processing transactions and managing customer accounts efficiently.</li><li>Perform basic math calculations to ensure accuracy in transactions and assist customers with retail math inquiries.</li><li>Maintain a clean and organized workspace while adhering to company policies and procedures.</li></ul><p><b>Qualifications</b></p><ul><li>Proven experience in customer service or a related field within the financial services industry is preferred.</li><li>Strong skills in relationship management with the ability to foster positive interactions with customers.</li><li>Familiarity with loan processing, origination, and basic banking operations is advantageous.</li><li>Excellent communication skills both verbal and written; ability to convey information clearly.</li><li>Proficiency in basic math skills; capability of performing calculations accurately.</li><li>Experience with cash handling practices; understanding of cash management principles.</li><li>Knowledge of financial software applications; proficiency in 10 key typing is a plus.</li><li>A proactive approach to problem-solving with attention to detail. Join our team as a Customer Service Representative where you can make a difference in the lives of our customers while growing your career in the financial sector.</li></ul><p>Job Type: Full-time</p><p>Pay: $20.00 - $22.00 per hour</p><p>Benefits:</p><ul><li>401(k) 10% Match</li><li>Bereavement leave</li><li>Dental insurance</li><li>Employee assistance program</li><li>Employee discount</li><li>Health insurance</li><li>Opportunities for advancement</li><li>Paid sick time</li><li>Paid time off</li><li>Prescription drug insurance</li><li>Vision insurance</li></ul><p>Ability to Commute:</p><ul><li>Lihue, HI 96766 (Required)</li></ul><p>Ability to Relocate:</p><ul><li>Lihue, HI 96766: Relocate before starting work (Required)</li></ul><p>Work Location: In person</p>

Credit Union Teller / Customer Service Representative

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