61,912 Woodforest National Bank jobs in the United States
Customer Service Representative - Financial Services
Posted 2 days ago
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Job Description
You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all!
**What You'll be Doing**
Do you have a passion for helping others navigate through their online banking needs? Whether it's getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
**During a Typical Day, You'll**
+ Answer questions about products via phone while providing website navigation support and assisting with the application process
+ Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request
+ Meet established goals for all performance metrics including call quality, productivity, and schedule adherence
+ Participate in projects or process improvements to drive operational excellence
**What You Bring to the Role**
+ 1 year of customer service experience
+ High school diploma or equivalent
+ Recognize, apply and explain your product or service knowledge
+ Computer experience
+ Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
**What You Can Expect**
+ Supportive of your career and professional development
+ An inclusive culture and community minded organization where giving back is encouraged
+ A global team of curious lifelong learners guided by our company values
+ Base wage of $19 per hour plus performance bonus opportunities
+ And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives
Visit for more information.
**A Bit More About Your Role**
We'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't be taught - 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.
You'll report to a Team lead. You'll contribute to the success of the customer experience and the overall success of the team.
**About TTEC**
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.
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.
**Job:** __Customer Care Representative_
**Title:** _Customer Service Representative - Financial Services_
**Location:** _NC-Concord_
**Requisition ID:** _047VN_
Financial Services - Bank Customer Service
Posted 26 days ago
Job Viewed
Job Description
This is a remote position.
What to Expect On a daily basis for the Financial Services - Bank Program: • Serve as an initial point of contact on banking inquiries and concerns. • Provide support for existing and prospective clients via inbound telephone calls. • Resolve concerns on retail, commercial, and online banking as well as bankcard, fraud, forgery, ID theft, policy, and procedural questions. • Identify cross-sell opportunities and make referrals as appropriate. • Provide accurate, confidential client service through bankcards, business online banking, or general servicing knowledge. Capabilities of Top-Performing Agents • Outstanding Prioritization skills • Display patience and empathy • Skilled and efficient in writing and verbal communication • Provide knowledgeable, friendly, and eloquent customer service Requirements Please click this link for the Basic PC Requirements Computer Specifications Please note that more detailed equipment information is required and S & E Group will provide this detailed information and support once you complete the process of joining our team. Benefits Select the company you want to work for within our client base. Work from home Flexible scheduleFinancial Services
Posted today
Job Viewed
Job Description
Job Description
Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys.
Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply.
What Does an Investment Advisor Representative Do?
As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments.
Your role will also involve:
- Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions.
- Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve.
- Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community.
Qualifications
- No prior experience is necessary; however, a strong desire to learn and succeed is essential.
- Excellent communication and interpersonal skills.
- Self-motivated with a positive attitude.
- Ability to work independently as well as part of a team.
- Strong interpersonal skills with the ability to communicate complex information clearly.
- High level of persistence and resilience in overcoming objections.
- A passion for helping others achieve peace of mind through financial security.
Benefits
- Competitive salary with performance-based bonuses.
- Monthly performance bonuses based.
- Stock awards.
- An opportunity to earn agency ownership.
- Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!)
If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!
Financial Services
Posted today
Job Viewed
Job Description
Job Description
Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys.
Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply.
What Does an Investment Advisor Representative Do?
As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments.
Your role will also involve:
- Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions.
- Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve.
- Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community.
Qualifications
- No prior experience is necessary; however, a strong desire to learn and succeed is essential.
- Excellent communication and interpersonal skills.
- Self-motivated with a positive attitude.
- Ability to work independently as well as part of a team.
- Strong interpersonal skills with the ability to communicate complex information clearly.
- High level of persistence and resilience in overcoming objections.
- A passion for helping others achieve peace of mind through financial security.
Benefits
- Competitive salary with performance-based bonuses.
- Monthly performance bonuses based.
- Stock awards.
- An opportunity to earn agency ownership.
- Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!)
If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!
Supervisor, Patient Financial Services - Patient Financial Services
Posted 2 days ago
Job Viewed
Job Description
Supervises staff in Patient Financial Services, overseeing daily team operations to ensure timely billing and collections on accounts receivables using the Epic Resolute Hospital Billing system and clearinghouses. Monitors staff productivity for both quantity and quality, ensuring appropriate actions and documentation are completed. Performs training for staff. Administers progressive disciplinary action, as needed, for performance and policy infractions. Monitors work processes to identify and implement process improvement opportunities. Ensures all billing and collection activities are compliant with federal, state, and industry standards and regulations.
MINIMUM QUALIFICATIONS:
Bachelor's Degree
2 years of experience - hospital billing, processing claim edits, denials, appeals and managing accounts receivable.
Experience with Epic Resolute Hospital Billing or similar hospital billing systems.
In lieu of Bachelor's: 5 years of experience in a lead/supervisory role OR 7+ years of progressive experience in revenue cycle accounts receibable for a large hospital or health system
PREFERRED QUALIFICATIONS:
5 years of experience
CHFP (Certified Healthcare Financial Professional)
CPAM (Certified Patient Account Manager)
CPAT (Certified Patient Account Tech)
**The current salary range for this position is $34.14 to $46.94**
Rady Children's Hospital is committed to compensation that is externally competitive and internally equitable. We demonstrate this commitment by conducting regular market reviews to remain competitive with organizations of similar size in the nonprofit, healthcare sector. The range listed above does not represent the full salary range for the position but is the expected hiring range for qualified candidates. Compensation decisions consider a variety of factors including experience, education, licensure, unique skillsets, organizational need, and internal equity. This posting will remain open from the "date posted" until the hiring manager has determined there is a sufficient applicant pool or until the position is filled.
EOE including disability/vet
Financial Services Representative
Posted today
Job Viewed
Job Description
Financial Services Representative
Repost Job Date: 3/6/2025 6:02:52 PM
Location: PORTLAND, OR, 97223
Salary: $55000.0 - $000.0/year
Experience: 1 Year(s)
Benefits:
- Base Salary plus Commission
- SIMPLE IRA retirement match up to 3%
- PTO: 3 weeks every year with unlimited carryover
- 2k raise to base salary every 4-6 months for meeting a high level of production
- Valuable experience
- Health insurance
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals
- Work leads, conduct appointments, identify customer needs, and market appropriate products and services. Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses
- - if not, I can help you obtain these)
- Conduct financial reviews and recommend appropriate products.
QUALIFICATIONS:
- Bachelor's degree in finance, economics, accounting, or a related field preferred.
- Must be able to obtain relevant licenses.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication & interpersonal skills.
- Successful track record of meeting sales goals/quotas preferred.
- FINRA Series 6, 63 and 65 licenses preferred.
If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
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