Career Opportunities in Financial Services

Why Choose a Career with Us?

We are seeking dedicated professionals to work in our Tampa office for future roles in financial services and sales opportunities. Our comprehensive training program includes all the necessary materials, class discussions, hands-on training, and e-learning modules.

Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our customers.

We have various schedules ranging from 6 : 00 am to 10 : 00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6 : 00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day.

As a Financial Services Representative, you'll work within defined guidelines to facilitate the financial security of customers through needs-based sales and service conversations on a single product set.

The Role :

Handles inbound customer calls in a high volume fast-paced contact center environment

Utilizes effective communication and probing questions to identify customer needs

Demonstrates ability to manage multiple tasks such as efficiently navigating between systems and resources

Provides relevant solutions while following written policies and procedures

Advises and educates customers on digital tools and resources

Utilizes critical thinking to determine additional customer needs and solutions

Demonstrates ability to attract new customers and expand relationships with current customers through product acquisition

Provides exceptional customer service by demonstrating empathy, active listening, and professionalism

Exemplifies strong time management skills by closely adhering to assigned work schedule

Exemplifies strong call management skills by assisting customers within a timely manner and limiting non-productive time

Embraces continuous improvement and development through coaching and collaboration with manager and team members

Requirements :

High School Diploma or General Equivalency Diploma required.

Up to 1 year of customer service, financial services customer contact experience or military experience.

Strong interpersonal and communication skills.

Ability to prioritize and multi-task, including navigating through multiple business applications.

Successful completion of a job-related assessment is required.

Benefits :

We offer best-in-class benefits to support your physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs.

For more details on our outstanding benefits, visit our website.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.