Securities, Commodities, and Financial Services Sales Agents

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities

Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Can be flexible to work weekends and/or extended hours as needed

Desired Qualifications:

Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

Skills:

Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management

Job Description:
This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.

Responsibilities:

Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
Responds to customer inquiries and concerns, creating customized solutions
Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
Identifies client needs for licensed sales functions, making referrals to Line of Business partners
Quotes rates, terms, and programs for banking solutions
Manages risk in every business, product, and service transaction leveraging available tools

Skills:

Attention to Detail
Client Solutions Advisory
Customer and Client Focus
Interpret Relevant Laws, Rules, and Regulations
Adaptability
Client Experience Branding
Customer Service Management
Issue Management
Problem Solving
Active Listening
Business Development
Consulting
Referral Identification
Research

Required Qualifications:

Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays.
Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Minimum of at least an intermediate level of proficiency with computers.
Self-motivated with excellent organizational skills.
Strong decision-making and problem-solving skills.

Desired Qualifications:

Experience in the banking/financial industry.
Experience working in a call center.
Experience in telephone sales​.
Experience in retail sales.

Shifts:

Monday, Tuesday, Friday, Saturday 7:15am - 6:15pm (4x10)

or

Monday, Tuesday, Wednesday, Thursday, Friday 9:15am - 6:15pm

or

Tuesday, Wednesday, Thursday, Friday 9:15am - 6:15pm and Saturday 8:15am- 5:15pm

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.

Job Description:
This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.

Responsibilities:

•Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
•Triages client requests and makes referrals to appropriate internal specialists
•Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
We’ll help you:

•Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
•Get training and one-on-one coaching from academy managers who are invested in your success
•Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide
•Develop techniques to confidently engage with clients by telephone
•Continue to learn and grow in a culture where growth and career advancement are a priority
As a Financial Services Representative I, you can look forward to:

•Providing a world class client experience through point of call account servicing and resolution
•Working in a well-compensated, highly collaborative environment
•Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
You’re the kind of person that (required skills):

•Is client-focused with a passion for excellence and a positive team attitude
•Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment
•Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
•Is an effective communicator with an aptitude for sales and relationship management
•Has strong computer skills
•Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
•Is ambitious, disciplined, hardworking, resilient and willing to learn
We’re a culture that:

•Believes in responsible growth and is dedicated to supporting the communities we serve
•Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience
•Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world
•Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
Skills:

•Active Listening
•Attention to Detail
•Critical Thinking
•Customer and Client Focus
•Oral Communications
•Account Management
•Client Experience Branding
•Decision Making
•Emotional Intelligence
•Result Orientation
•Adaptability
•Coaching
•Prioritization
•Referral Identification
•Written Communications

Job Description:
This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.

Responsibilities:

Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
Responds to customer inquiries and concerns, creating customized solutions
Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
Identifies client needs for licensed sales functions, making referrals to Line of Business partners
Quotes rates, terms, and programs for banking solutions
Manages risk in every business, product, and service transaction leveraging available tools

Skills:

Attention to Detail
Client Solutions Advisory
Customer and Client Focus
Interpret Relevant Laws, Rules, and Regulations
Adaptability
Client Experience Branding
Customer Service Management
Issue Management
Problem Solving
Active Listening
Business Development
Consulting
Referral Identification
Research

Required Qualifications:

Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays.
Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Minimum of at least an intermediate level of proficiency with computers.
Self-motivated with excellent organizational skills.
Strong decision-making and problem-solving skills.

Desired Qualifications:

Experience in the banking/financial industry.
Experience working in a call center.
Experience in telephone sales​.
Experience in retail sales.

Shifts:

Monday, Tuesday, Friday ,8:00am-7:00pm Saturday 9:00am-6:00pm (4x10)

or

Monday, Thursday, Friday, 8:00am-7:00pm Saturday 9:00am-6:00pm (4x10)

or

Tuesday, Wednesday, Thursday, Friday 10:00am-7:00pm, Saturday 9:00am-6:00pm

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

Job Description:
Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead. For the initial launch, there will be one lead with 3 teams of CSAs reporting in.
• The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
• You will be part of a team of CAs supporting specific advisors and their clients. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
• For established clients, the CSA will often serve as the most frequent point of contact with Merrill Lynch.

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
37.5

Job Description:
This job is responsible for resolving complex operational accounting functions and issues in accordance with standard procedures. Key responsibilities include conducting analyses of complex issues related to all operational accounting functions, such as general accounting, accounts payable, and accounts receivable. Job expectations include performing analytical research and leveraging judgment to make informed decisions using accounting systems and tools, following established processes, coaching and training employees, and handling exceptions and escalations within the Line of Business.

Responsibilities:

Maintains accurate and complete records including ledgers, invoices, and receipts by referencing documents to verify, record, and process transactions
Prepares financial reports and budgets and assists with audits to resolve discrepancies
Processes and organizes invoices to ensure bills are received and paid in a timely manner
Demonstrates an understanding of workflow processes and adheres to Service Level Agreements and federal and state laws, rules, and regulations
Manages the end-to-end workflow process by using various accounting systems and tools
Researches and analyzes complex procedures, cases, and situations that may come up during account reconciliation activities

Skills:

Business Acumen
Financial Accounting
Project Management
Research
Written Communications
Attention to Detail
Coaching
Issue Management
Regulatory Compliance
Relationship Building
Adaptability
Business Process Analysis
Critical Thinking
Data Visualization
Learning Delivery

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Can be flexible to work weekends and/or extended hours as needed

Desired Qualifications:

Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​
Skills:

Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management

Work Your Magic with us! Start your next chapter and join EMD Serono.

Ready to explore, break barriers, and discover more? We know you’ve got big plans – so do we! Our colleagues across the globe love innovating with science and technology to enrich people’s lives with our solutions in Healthcare, Life Science, and Electronics. Together, we dream big and are passionate about caring for our rich mix of people, customers, patients, and planet. That's why we are always looking for curious minds that see themselves imagining the unimaginable with us.

United As One for Patients, our purpose in Healthcare is to help create, improve and prolong lives. We develop medicines, intelligent devices and innovative technologies in therapeutic areas such as Oncology, Neurology and Fertility. Our teams work together across 6 continents with passion and relentless curiosity in order to help patients at every stage of life. Joining our Healthcare team is becoming part of a diverse, inclusive and flexible working culture, presenting great opportunities for personal development and career advancement across the globe.

This role does not offer sponsorship for work authorization. External applicants must be eligible to work in the US.

Your Role

The Sales Manager is responsible for North America strategic account for DS&S (Delivery Systems & Services) products and is the single point of contact for commercial and technical aspects, including providing sales quotations for capital equipment opportunities, technical lead for supporting molecule delivery requirements, leading efforts to resolve equipment field issues, and managing the monthly North America customer work group which reviews and resolves ongoing strategic initiatives and issues. Position promotes SERVICES, TURNKEY, GASGUARD, CHEMGUARD and related spares.

Develop quotations for capital equipment and spares opportunities for new fabs, expansions, and process changes.
Monitor order execution for capital equipment purchase orders to ensure scope definition is correct, manufacturing progressing on schedule and interface with customer for updates. Support technical issues between manufacturing and the customer.
Provide technical sales support to customers, for spec gas and chemical precursor equipment (customer proposal, presentation, after market support)
Obtain equipment volume forecasts from Customer. Provide forecast to DS (Delivery Systems) planning group for Sales and Operations process and capacity planning.
Own and manage plan of record specifications/scope and associated change control process. This consist of managing change notifications with both Customer and EMD Electronics via our MOC process.
Provide competitive feedback to DS market management to ensure solutions developed by DS align with Customer roadmap and process needs. Identify cost savings opportunities via alternative designs and components that benefit both EMD Electronics and the Customer. Owner of Customer Specific Equipment Price list and act as DS business area lead for contract negotiating content and T&Cs.
Develop pricing for new products and services, working closely with Product Management & Services teams to ensure that we meet profitability targets for DS&S and Electronics division

Preferred locations for this role are Chandler, AZ, Austin, TX or Allentown, PA. Other locations in the US may also be considered.

Who You Are

Minimum Qualifications:

Bachelors degree in Mechanical Engineering, Chemical Engineering or other related discipline AND 5+ years work experience in sales, product management or with semiconductor related equipment
OR
10+ years semiconductor experience
Up to 50% travel, domestic and international

Preferred Qualifications:

Masters degree in Mechanical Engineering, Chemical Engineering or other related discipline
Sales track record, Change Management, Matrix Management, Critical Thinking (Analytical Capability), Project Management, Learning Agility
Proficiency noticing/predicting patterns, trends or discrepancies when looking at information and data to create critical insights and use these to devise clear plans/recommendations on how an innovative approach or concept can solve a given business problem or realize business strategy.

Pay Range for this position: $113,000 - $169,600

Our ranges are derived from several sources, and largely reliant on relevant industry market data. Should we decide to make an offer, we will consider several factors, including but not limited to your location, skills, experience, career level, and other job-related factors. This role may offer the following benefits: medical, vision, and dental insurance; life insurance; disability insurance; a 401(k) matching program; paid time off; and paid holidays; among other employee benefits. This role may also be eligible for short-term or long-term incentive compensation, including, but not limited to, cash bonuses.

What we offer: We are curious minds that come from a broad range of backgrounds, perspectives, and life experiences. We celebrate all dimensions of diversity and believe that it drives excellence and innovation, strengthening our ability to lead in science and technology. We are committed to creating access and opportunities for all to develop and grow at your own pace. Join us in building a culture of inclusion and belonging that impacts millions and empowers everyone to work their magic and champion human progress!

Apply now and become a part of our diverse team!

If you would like to know more about what diversity, equity, and inclusion means to us, please visit https://www.emdgroup.com/en/company/press-positions.html

Job Description:
This job is responsible for providing credit assistance and solutions to our clients. Key responsibilities include handling primarily outbound calls for a single product at any stage of delinquency or risk, including pre-charge off, and recovery. Job expectations include leveraging problem solving competencies, sound judgement and decision making, and providing exceptional client service and empathy while meeting both the bank's and client needs.

Responsibilities:

Reaches out to delinquent clients to secure payment and determines reason for delinquency on active or inactive loan, deposit, and credit card accounts
Negotiates repayment of outstanding debt that benefits both the client and lender in a positive and professional manner, leveraging tools and resources where applicable
Determines the right solution for the client while staying within collections compliance guidelines
Demonstrates empathy for the client’s situation using ethical behavior that is consistent with the bank’s code of conduct
Achieves quality standards and meets key performance indicators
Works an established list of accounts on an automated collections system, auto-dialer, or manual calling and helps mitigate losses

Required Qualifications:

Minimum of one year of customer service experience
Excellent verbal and written communication skills
Ability to work within the operating hours and days for this position as outlined in the posted job requisition
Commitment to exceptional customer service, including the ability to be empathetic and meet client needs
Proficient in dealing with customer issues in both a routine and complex environment
Demonstrated negotiation and persuasion skills and the ability to communicate and negotiate with a variety of customers and clients
Ability to navigate multiple computer systems while interacting with the customer, as well as the ability to think critically and use sound judgment in decision making​​​

Desired Qualifications:

Bachelor’s Degree in related field or equivalent work experience
Credit assistance and collections experience
Inbound/outbound call center experience
Banking/financial services experience
Knowledge of banking operations

Skills:

Active Listening
Attention to Detail
Client Solutions Advisory
Oral Communications
Account Management
Adaptability
Collaboration
Data Collection and Entry
Interpret Relevant Laws, Rules, and Regulations
Liquidity Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
2nd shift (United States of America)

Hours Per Week:
40

This is an IN PERSON role; no remote or hybrid options at this time.
This is an entry level position that offers all training and multiple avenues of growth after the initial three phase process.

We are looking to hire multiple individual for different locations:
Primarily: 7022 E Hampton Ave Mesa AZ 85209,
Secondary: 7500 S Priest Dr Tempe AZ 85283, and
Tertiary: 1800 E Highland Ave Phoenix AZ 85016;
We also have Glendale and Tolleson locations, availability may vary.

The Lead Generator position of FASA Tile LLC. plays a vital role in driving business growth by identifying and attracting potential clients. We are seeking a proactive and results-oriented individual with excellent communication and interpersonal skills. As a Lead Generator, you will be responsible for actively seeking out and nurturing relationships with potential customers to generate high-quality leads for our flooring installation services.

Responsibilities include the following:
Lead Generation: Utilize various channels such as store location foot traffic, industry directories, referrals, online platforms, and cold calling to research and find potential clients for our installation services.
Relationship Building: Develop and maintain connections with potential clients or partners and engaging in conversations to understand their specific flooring needs. Build trust and effectively communicate the value of our company's services.
Needs Assessment: Conduct thorough assessments to understand potential clients' flooring requirements, gathering essential information like project scope, budget, timeline, and any unique considerations.
Appointment Setting: Coordinate and schedule appointments with qualified leads for our sales team, ensuring a seamless transition from lead generation to the sales process.
Lead Tracking and Management: Utilize CRM (Customer Relationship Management) software or similar tools to track and manage leads, ensuring accurate and up-to-date information. Follow up with prospects to maintain engagement.
Collaboration: Work closely with the sales team, providing them with comprehensive lead profiles, insights, and ongoing support to facilitate the conversion of leads into sales.
Market Research: Stay updated on industry trends, competitors, and market dynamics to identify new opportunities. Refine lead generation strategies and propose innovative approaches to attract potential clients.

Requirements:
Excellent communication and social skills to effectively engage and build relationships with potential clients.
Strong organization and time management abilities to handle multiple leads and prioritize tasks effectively.
Knowledge and understanding of the flooring industry, including its products and services, to address client inquiries and provide appropriate solutions is encouraged but not required.
Familiarity with lead generation techniques, tools, and strategies, such as online research, cold calling, email marketing, and networking is encouraged but not required.
Proficiency in using software tools to track, manage, and analyze leads.
Self-motivated and goal-oriented mindset, with a determination to meet and exceed lead generation targets.
Adaptability to a dynamic work environment, willingness to learn and incorporate feedback, and ability to work independently and collaboratively as part of a team.

Preferred Work Schedule:
The preferred work schedule for this position is a 24-hour per week minimum and a 32-hour per week limit; preferably Thursday-Sunday or Friday-Monday.
Floor and Décor locations are open Mondays-Saturdays 6am-7pm, and Sundays 10am-6pm, with peak hours being 9am-5pm.
This schedule allows for flexibility and aligns with our business needs to ensure efficient lead generation.
We will also be looking for 1-2 floaters to alternate store locations to fill any stores missing a FASA representative.

*Note: These responsibilities may be adjusted to align with the specific requirements and needs of FASA Tile LLC.

Hours: 24-32 hours/week
Compensation: $18-25/hour