Banking And Financial Services Jobs in Riverview, FL

Major, Lindsey & Africa’s Interim Legal Talent group has an immediate need for an Interim Commercial Banking Transactions Counsel.

Overview: We are seeking an experienced transactional attorney with experience in commercial banking.

Company: Financial services.

Experience: 5+ years of experience with commercial credit products, commercial credit transactions and laws/regulations impacting products and operations.

Location: Tampa, FL or Remote.

Responsibilities Include:

• Conduct day-to-day legal activities supporting the US Retail Business Banking product owners and work directly with bankers, and with members of independent compliance, controls and operations functions.
• Handle commercial credit transactions, including documentation and secured transactions, and a solid understanding of commercial deposit and cash management products, including associated agreements.
• Previous experience with commercial credit products, including documentation and secured transactions and deposit & cash management products and associated agreements
• Familiarity with laws and regulations impacting products and operations, including AML, ECOA, UDAAP, and FCRA.

Qualifications Include:

• JD and barred in at least 1 US jurisdiction (New York, Florida or California preferred).
• 5+ years of transactional commercial banking experience.
• Understanding on laws and regulations impacting products and operations, including but not limited to AML, ECOA, UDAAP & FCRA.

All interested and qualified candidates should apply directly with Major, Lindsey & Africa for review and consideration.

Major, Lindsey & Africa does not discriminate against applications on the basis of age, sex, race or any other protected characteristics pursuant to applicable state or federal laws.

Pay Rate: $100-120/hour

Job ID: 245067

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our team as Commercial Lender/ Attorney Banking Specialist (ABS) in Jacksonville market and take your career to a level unattainable in a traditional bank environment! In this role, you will meet and exceed budgeted deposit, fee income, and commercial lending goals. Provide superior professional quality customer service to new and established Climate First Bank customers, including cross-selling of products and services. Develop new business opportunities, structuring, and closing of commercial loans, as well as maintaining and servicing a commercial loan portfolio. Represent Climate First Bank in its market through active participation in community affairs.

The Commercial Lender/ ABS position will be primarily remote but does require physical presence in the Jacksonville area. Candidates must be local to the area to be considered. Please send a resume to apply.

Job Responsibilities:

• Identify new loan opportunities through business development efforts.
• Responsible for establishing, growing, and managing our attorney and law firm banking portfolio to include both deposit and lending relationships across our markets.
• Achieve sales meetings and sales call goals and document in Salesforce.
• Cross-sell all applicable financial products, seeking to develop and service desirable and profitable loans.
• Solicit, negotiate, and coordinate closings.
• Grow energy efficient loan production (PV panels, EV charging, LEED certified buildings).
• Ensure production goals are met, including DDA growth goals.
• Guide borrowers through the application process and advise on financial status and methods of payment.
• Monitor credit quality of loan portfolios.
• Monitor past due loans and collect payments.
• Develop referral relationships with realtors, CPA's, builders, and other sources to proactively solicit business and conduct sales-related activities.
• Evaluate, authorize, and recommend approval of commercial loans and lines of credit.
• Contribute to achieving all the relevant sustainability goals including Community Reinvestment Act and multi-cultural lending goals.
• Adopt and practice a commitment to social, economic, environmental, and racial justice.
• Demonstrate interest in contributing to and working by Climate First Bank's Core Values.
• Demonstrate an understanding of and follow established Bank policies, procedures, and regulations in accordance with all BSA and Compliance requirements.

Specific Requirements:

• Excellent sales, interpersonal, communication and supervisory skills.
• Superior customer service skills.
• Prior commercial lending experience required.
• Excellent attention to detail, ability to multi-task and manage time effectively.
• Educated in financial products and services, banking regulations and laws.
• Ability to work in a fast-paced environment.
• Solid organizational skills.

Benefits:

• Competitive compensation
• Employer paid medical, vision and dental insurance
• Employer paid disability and life insurance
• 401k match
• Employee Stock Options
• Compelling incentive plans
• Employee only rates for certain loan products
• Working with an amazing team of dedicated and like minded individuals!
• Being part of an exciting venture with amazing opportunities for growth and opportunities!

Physical Demands:

• Sustained standing and sitting.
• Frequent use of PC, including typing or sustained attention to monitor.
• Occasional lifting of basic office files or equipment up to 20 lbs.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our Digital Branch as a Digital Banking Intern and take your career to a level unattainable in a traditional bank environment!

This position is primarily remote within the State of Florida. Please send a resume to apply.

Position Summary: All Climate First Bank employees must be willing to embrace the vision of an inclusive, equitable, and regenerative economic system. The Digital Banker Intern is responsible for assisting the Bank's consumer and commercial solar lending program. This role will represent the true voice of the client and be at the forefront of delivering a superior experience to our clients and partners. You will learn and assist management with sales campaigns and new digital banking technology roll outs, internal training, support, and adoption.

Benefits:

• Paid internship!
• Mission-led Bank with a strong focus on sustainability and social justice.
• Working with an amazing team of dedicated and like-minded individuals!
• Being part of an exciting venture with amazing opportunities for growth and opportunities!

Primary Responsibilities:

* Provide high touch personalized customer service through daily virtual interactions with the client base.

* Assist with sales outreach and support.

* Support client and partner onboarding.

* Support the digital team with writing user stories and help minimize the backlog on .

* Assist with documentation and capturing project approvals.

* Partner with internal resources to ensure adherence to and promotion of our commitment to sustainability practices and continued carbon neutrality.

* Learn how to promote banking opportunities and a favorable image of the Bank in all business activities within the community and social media.

* Assists with all aspects of the solar lending process and other values-aligned products delivered via the Digital Channel.

Secondary Responsibilities:

* Exceed clients' expectations by creatively leveraging the bank's existing portfolio of products and service

* Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.

* Demonstrate and expand understanding of and commitment to established Bank policies, procedures, and regulations, remain vigilant regarding online threats, phishing and other cyber- security risks, particularly as they relate to areas of oversight, identify inquiries that appear suspicious, obtaining reasonable and verifiable explanations, notifying the Compliance Officer when necessary; completion of all web-based compliance training; resolution of all issues concerning BSA report reviews of suspicious activity and or cash transactions.

Specific Requirements:

• Enrolled in or recent graduate of a related field of study.
• Banking experience and knowledge of bank digital banking systems strongly preferred.
• Customer Service- True servant mindset and dedication to customer satisfaction. Practices genuine care for the support and care of the customer. Tenacious focus on the delivery of an exceptional client experience.
• Sales- Desire and ability to promote all banking products, practice a consultative sales approach with a strong focus on customer needs.
• Communication- Excellent communication skills, both verbal and in writing. Ability to compose concise and professional correspondence. Comfortable interacting with customers on camera, phone, and chat. Possesses effective listening skills.
• Training, Learning and Technology- Ability to quickly learn, adopt, and use new technology.
• Efficiency and Organization- A well organized, resourceful self-starter with superior attention to detail and the ability to prioritize and thrive in high volume situations. Excellent time management and self-sufficient organization of one's tasks and workflow.
• Work Environment- Desire, curiosity and ability to work in a high pace, high growth, high pressure environment with ample opportunity to learn hands on and through live business interactions.
• Team Spirit- Demonstrated ability to support team members and act as a source of inspiration for the collective improvement of the team and the achievement of business objectives.

Physical Demands:

Sustained standing and sitting.

Frequent use of PC, including typing or sustained attention to monitor.

Occasional lifting of basic office files or equipment up to 20 lbs.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Are you passionate about helping others reach their financial goals? Are you a self-starter looking to build your career in the financial sector? Are you a forward-thinker, skilled in creative-problem solving? If so, the Morgan Stanley Virtual Client Solutions team is seeking a Registered Client Service Associate in our Tampa, FL office to help effectively educate, service and lead clients in best managing their finances and making the most of their assets. Launch your career today as a Virtual Client Solutions Client Services Professional and gain your Series 7 and 66 licenses.

As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. This is a phone-based role, and the service associate is responsible for understanding firm policies and digital tools to service and guide new and existing clients. The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley's products and solutions in a professional and efficient manner all while staying up to date on both company products and services and broader trends in the industry. You will work closely with Morgan Stanley Financial Advisors on a collaborative team, providing you with various opportunities to learn and grow in your financial career. Our robust training program, paired with your passion for personal development and growth, will provide you the tools and knowledge you will need to be successful in this role. This training will also encompass providing you with training materials and paid study time for incumbents to obtain their Series 7 and 66 post hire to become fully registered.

A Typical Workday as a Client Service Associate:

• Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions
• Strengthen and enhance existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date to ultimately help clients grow and flourish
• Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs
• Identify opportunities to deepen existing relationships through a referral-based model; balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships
• Engage with participants to introduce value add wealth and liquidity solutions where appropriate
• Process and follow-up on service requests to ensure execution in a timely manner
• Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity
• Recognize and mitigate risk, ensure a deep understanding of and adherence to all policies and procedures; uphold requirements of the Quality Assurance guidelines
• Place unsolicited trades for participants and clients of the Firm
• Other duties as assigned

Benefits of being a Morgan Stanley Client Service Associate:

• Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions
• Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning
• Obtain Series 7 and 66 licenses paid for by Morgan Stanley
• Benefit from a competitive base salary and a wide range of additional benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more
• Access to 401(k) offering with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program

Skills You Bring:

• High School Diploma/Equivalency
• Securities Industry Essential (SIE)
• Obtain Series 7 and 66 or ability to obtain, paid for by Morgan Stanley, within 120 days of hire
• Exceptional interpersonal and client service skills
• A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of the firm
• Ability to handle a high volume of requests in a fast-paced environment

About Morgan Stanley:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way that's differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

At Ryder, our most important competitive advantage is our people. Culture-Integrity-Family. As a Mobile Service Advisor Coordinator, you'll be part of a dynamic team, equipped to succeed and empowered to develop your transportation & logistics career.

Work Schedule: Monday - Friday 7:30 am - 4:30 pm

Pay: $22/HR Paid Weekly

Service Advisor Experience

Summary

The Mobile Service Advisor Coordinator will be responsible for providing excellent customer service while interacting and scheduling appointments with customers, by answering calls and scheduling appointments with customers, and following up by using phone, text message and email while ensuring attention to detail. The Mobile Service Coordinator will be responsible taking inbound calls and making out-bounding calls to customers and assigning scheduled work to technicians. This role requires excellent communication skills, attention to detail, and the ability to multitask in a fast-paced environment. The ideal candidate will have a strong background in logistics and transportation and be adept at problem-solving and customer service.

If you're motivated, coachable, and looking for a fast paced, inclusive environment, you've come to the right place. Competitive pay & fast growth, full benefits package, 401k employer match, PTO, and a discount on shares!

Essential Functions

• Provide concierge level customer service while interacting with customers, and team members over the phone, in person, or via electronic communication.
• Answer phone calls, schedule appointments and review and maintain the daily schedule, managing the process efficiently.
• Review and maintain accurate information with records.
• Handle both inbound and outbound calls, providing excellent customer service to ensure that the customer is properly informed of all scheduled work.
• Ensure all email correspondence is handled promptly and professionally.
• Monitor customer accounts, taking appropriate action where necessary.
• Basic customer service follow-up calls after completion of service visits.
• Communicate with Managers, Supervisors, and Parts team to ensure properly scheduled appointments.
• Obtain customer information and keep an accurate database.
• Maintain the standard for response time.
• Set up appointments with all customers with the focus that all customers are prospective long-term customers.
• Coordinate and manage customer quoting processes for clients, ensuring accurate information is submitted through third-party systems for approval prior to work commencement.

Additional Responsibilities

• Performs other duties as assigned.

Skills and Abilities

• Strong verbal and written communication skills, Required
• Ability to create and maintain professional relationships within all levels of the organization (peers, work groups, customers, supervisors)., Required
• Possesses a high degree of initiative Must be self-motivated, Required
• Ability to work independently and as a member of a team, Required
• Possesses flexibility to work in a fast paced, dynamic environment, Required
• Capable of multi-tasking, highly organized, with excellent time management skills, Required
• Detailed oriented with excellent follow-up practices, Required

Qualifications

• H.S. Diploma/GED, Required
• 1 year or more in customer service or administrative related experience, Required

Job Category

Operations and Support

Compensation Information

The compensation offered to a candidate may be influenced by a variety of factors, including the candidate's relevant experience; education, including relevant degrees or certifications; work location; market data/ranges; internal equity; internal salary ranges; etc. The position may also be eligible to receive an annual bonus, commission, and/or long-term incentive plan based on the level and/or type. Compensation ranges for the position are below:

Pay Type: Hourly

Minimum Pay Range: $22.00

Maximum Pay Range: $22.00

Benefits Information

For all Full-time positions only: Ryder offers comprehensive health and welfare benefits, to include medical, prescription, dental, vision, life insurance and disability insurance options, as well as paid time off for vacation, illness, bereavement, family and parental leave, and a tax-advantaged 401(k) retirement savings plan.

Ryder is proud to be an Equal Opportunity Employer and Drug Free workplace. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with disability.

Important Note

Some positions require additional screening that may include employment and education verification; motor vehicle records check and a road test; and/or badging or background requirements of the customer to which you are assigned.

Security Notice for Applicants

Ryder will only communicate with an applicant directly from a @ email address and will never conduct an interview online through a chat type forum, messaging app (such as WhatsApp or Telegram), or via an online questionnaire. During an interview, Ryder will never ask for any form of payment or banking details and will never solicit personal information outside of the formal submitted application through you have any questions regarding the application process or to verify the legitimacy of an interview or Ryder representative, please contact Ryder at or 8

Current Employees

If you are a current employee at Ryder, please click here to log in to Workday to apply using the internal application process.

Recruitment Incentive: Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements.

Click apply for complete details on the recruitment incentive details and eligibility.Be tomorrows Secret Service.During the course of their careers, special agents carry out assignments in both investigations and protection and may be assigned to multiple duty stations throughout the U.Conducting criminal investigations pertaining to financial obligations of the United States.Planning and implementing security designs for National Special Security Events.This is no ordinary job, and our special agents are no ordinary individuals.

Show us you have the talent and background we need, and well show you the rewards that come with being a special agent in the U.Carry and use a firearm.

Maintaining firearm proficiency is mandatory.Must be at least 21 years old at the time of application and under 40 at referral.

Exceptions may apply for those with current or prior service in federal law enforcement positions covered by special retirement provisions.

The Secret Service has determined that age is essential to the performance of this position.You must obtain a Top Secret Clearance and retain it during your career.Possess uncorrected visual acuity of no worse than 20/100 binocular, possess corrected visual acuity of 20/20 or better in each eye.Submit to a drug test prior to your appointment and random drug testing while you occupy the position.Complete 13 weeks of intensive training at the Federal Law Enforcement Training Center(FLETC) in Glynco, GA and 18 weeks of specialized training at the James J.

Rowley Training Center in Laurel, MD.Sign a mobility agreement stating your willingness to accept assignments anywhere within the United States and overseas.Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.

Recruitment Incentive: Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements.

Click apply for complete details on the recruitment incentive details and eligibility.Be tomorrows Secret Service.During the course of their careers, special agents carry out assignments in both investigations and protection and may be assigned to multiple duty stations throughout the U.Conducting criminal investigations pertaining to financial obligations of the United States.Planning and implementing security designs for National Special Security Events.This is no ordinary job, and our special agents are no ordinary individuals.

Show us you have the talent and background we need, and well show you the rewards that come with being a special agent in the U.Carry and use a firearm.

Maintaining firearm proficiency is mandatory.Must be at least 21 years old at the time of application and under 40 at referral.

Exceptions may apply for those with current or prior service in federal law enforcement positions covered by special retirement provisions.

The Secret Service has determined that age is essential to the performance of this position.You must obtain a Top Secret Clearance and retain it during your career.Possess uncorrected visual acuity of no worse than 20/100 binocular, possess corrected visual acuity of 20/20 or better in each eye.Submit to a drug test prior to your appointment and random drug testing while you occupy the position.Complete 13 weeks of intensive training at the Federal Law Enforcement Training Center(FLETC) in Glynco, GA and 18 weeks of specialized training at the James J.

Rowley Training Center in Laurel, MD.Sign a mobility agreement stating your willingness to accept assignments anywhere within the United States and overseas.Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.

Facility Location

NATIONAL EEO SVC FACILITY

5405 CYPRESS CENTER DR STE 330

TAMPA, FL 33609-1026

This is NOT a remote position.

Position Information

NON-SCHEDULED DAYS: SAT/SUN

HOURS: 08:00 AM to 05:00 PM EST

BENEFIT INFORMATION: The salary will be based on previous experience, salary history, and current Postal pay policies. We offer excellent benefits including health insurance and annual leave.

Functional Purpose

Reviews and analyzes Equal Employment Opportunity (EEO) complaint files; serves as Contracting Officer's Representative for outsourcing services.

DUTIES AND RESPONSIBILITIES

1. Assigns cases to and coordinates the activities of independent contractors who provide pre-complaint counseling and/or mediation services. Reviews reports for legal sufficiency and authority settlement agreements reached at the pre-complaint counseling stage and monitors compliance with those agreements.

2. Reviews DRS (Dispute Resolution Specialist) Inquiry Report to determine sufficiency for acceptance and dismissal. Processes formal complaints of employment discrimination and related amendments and consolidations for acceptance and dismissal through application of Equal Employment Opportunity Commission regulations and case law. Responds to appeals of final agency decisions dismissing complaints.

3. Assigns cases to and coordinates the activities of independent contractor EEO investigators. Reviews investigative plans, and draft and completed EEO investigations to ensure compliance wtih national quality standards and regulatory timelines.

4. Coordinates and reviews the work of independent contractors preparing draft final Agency decisions on the merits of EEO complaints. Issues final agency decisions on the merits of EEO complaints on behalf of the Postal Service and responds to appeals of these final agency decisions. Reviews decisions issued by EEOC Administrative Judges on the merits of EEO complaints and issues Notices of Final Action, either implementing or appealing those decisions. Assists in responding to appeals of Notices of Final Action.

5. Develops and provides EEO training to EEO service providers, Area, and District personnel. Assists in the development and delivery of training or skills development sessions for newly selected Investigative Services Office) Analysts.

6. Provides guidance and technical advice concerning the EEO complaints process and Postal Service regulations, policies, programs and procedures to independent contractors. Provides guidance concerning EEO issues to Area and District personnel.

7. Interacts as necessary with EEO Compliance and Appeals, the Law Department, postal management, EEOC District and Field Offices, and the EEOC's Office of Federal Operations with respect to the procedures for processing pending EEO complaints.

The United States Postal Service has the following excellent and challenging employment opportunity for highly motivated and innovative individuals. Successful candidates must demonstrate through a combination of education, training, and experience the following requirements:

Requirements

1. Knowledge of contracting procedures is sufficient to function as a Contracting Officer Representative.
2. Ability to develop and provide EEO training.
3. Ability to provide technical advice and assistance to independent contractor Equal Employment Opportunity (EEO) investigators, district, area, and headquarters personnel.
4. Ability to analyze data related to EEO complaint processing including trend analysis on case processing time frames, utilizing a computerized database and spreadsheet software.
5. Ability to coordinate and oversee the work of EEO service providers including independent contractor EEO counselors, mediators, investigators and final agency decision writers.
6. Knowledge of the statutes, regulations, case law, administrative procedures and Postal Service policy pertaining to equal employment opportunity (EEO) complaints sufficient to manage and process informal and formal complaints.

Reimbursement of relocation expenses will NOT be authorized

Qualified applicants must successfully pass a pre-employment drug screening to meet the U.S. Postal Service's requirement to be drug free.

Applicants must also be a U.S. citizen or have permanent resident alien status.

About Us:

InsureOne, a part of Confie—one of the largest privately owned insurance brokerages in the United States—has been serving clients for over 30 years, with a growing network of locations across the country.

Our team consists of local, knowledgeable insurance professionals who take pride in delivering exceptional service, competitive rates, and personalized coverage options. We are committed to building lasting relationships with our clients, providing a white-glove experience that prioritizes their individual needs.

Join the winning team at InsureOne, part of Confie, which has been ranked as #1 on Insurance Journal's annual Top 50 Personal Lines Agencies for the ninth consecutive year, and the #1 spot in Insurance Journal's Top 100 Property/Casualty Agencies for 2025.

What We Offer:

• Competitive compensation structure
• Continuous on-going training and mentorship
• Growth-oriented culture with internal promotion opportunities
• Comprehensive Benefits package including medical, dental, vision, and life insurance
• Comprehensive 401K plan with competitive employer match
• Paid time off including holidays, vacation, and personal time
• Annual incentive trip for top performers
• Fitness perks: A corporate discount at 24-Hour Fitness makes staying active more accessible.
• Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost.
• Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans. We even offer pet insurance.

Pay Details: The base pay range for a Service Consultant is $45k - $60k/ year DOE

Our Compensation package includes a competitive base salary + monthly uncapped commissions

Location: In-office at 3449 Lithia Pinecrest Rd. Valrico, FL 33596

Work Schedule: Monday-Friday, 8:00 AM - 5:00 PM EST

What You Will Do:

The Service Consultant would focus on servicing and retaining an existing book of business, advising clients on coverages, as well as completing endorsements and cancellations, managing retention, and policy issuance for our clients. This role also places a focus on service and sales, as we encourage our Service Consultants to generate and sell cross-sell opportunities and analyze coverage to meet our clients' needs.

• Manage an existing book of business, focusing on growth and retention while delivering exceptional customer service
• Routinely conduct consultative conversations with our clients to ensure all coverage needs are addressed
• Generate and sell cross-sell, referral, and up-sell opportunities
• Work with customers to provide exceptional service while resolving customer requests/concerns, such as, but not limited to, billing, endorsement, copies of insurance documents, etc.
• Completes all required applications and documentation according to carrier and company guidelines
• Meet personal/team qualitative and quantitative service and sales targets as assigned
• Support all company initiatives as requested, guided by our company's WE CARE values, sales culture, and business needs
• Maintain a professional demeanor in all interactions with both internal and external customers

Our Ideal Candidate:

We are actively seeking a motivated individual to join our high-performing team, offering unparalleled opportunities for professional growth.

Key Attributes:

• High school or equivalent
• Effective and precise telephone etiquette
• Property & Casualty license (Active 2-20 or 4-40)
• 1+ years of customer service or sales experience in the Insurance industry
• Excellent attention to detail and organizational skills
• Ability to work well independently and on a team
• Precise verbal and written communication skills
• Ability to work in a fast-paced environment
• Ability to deliver a tailored, white-glove experience to all clients

Preferred Attributes:

• Bachelor's Degree
• Multi Carrier experience nice to have
• Fluency in Spanish is welcome but not necessary