United States, North Carolina, Field Representative jobs

Essential Responsibilities:

• Drive demand generation and qualification through cold calling, email outreach, and inbound lead response.
• Negotiate and close contracts, addressing legal, financial, and technical concerns effectively.
• Conduct thorough discovery to analyze customer needs and present pre-packaged solutions and use-cases.
• Maintain a rigorous pipeline with accurate forecasting and regular reporting on pipeline status and revenue forecasts.
• Collaborate across departments to ensure alignment and leverage customer insights to optimize offerings.

Expected Qualifications:

• 1+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Responsibilities:

• Actively engage business owners who are interested in funding for their business
• Build exceptional relationships with business owners by establishing rapport and developing trust to understand their borrowing needs
• Listen attentively to customer needs and concerns; demonstrate empathy while overcoming customer objections
• Demonstrate a strong ability to close the deal while maintaining a high level of customer satisfaction
• Meet and exceed established sales and quality goals
• Utilize Salesforce to log, track and maintain customer records
• Embrace PayPal’s Culture and Values and be passionate about providing a world class customer experience

Preferred Qualifications:

• Bachelor’s degree or equivalent practical work experience
• Prior experience in sales, account management or inside sales within a B2B environment or marketing, financial services, or business development experience
• Superb interpersonal skills and the ability to build relationships and trust quickly over the phone
• Competitive nature with a strong passion and work ethic to exceed personal and professional goals
• Ability to work collaboratively and effectively, both on a team and individually, in a high energy, ever-changing, dynamic sales environment
• Must be quality and detailed oriented with strong working knowledge of the internet, e-commerce, and suite of Microsoft Office products
• Strong communication skills to enable positive interaction with business owners and all levels and functions within the organization
• Proven experience adapting and thriving in a constantly changing environment

Our Benefits:

Any general requests for consideration of your skills, please

Essential Responsibilities:

• Collaborate with immediate team members to manage partnerships.
• Engage in regular communication with partners to ensure satisfaction.
• Suggest improvements to team processes and efficiencies.
• Contribute to the development of solutions for partner-related issues.
• Exercise judgment on issues of importance within the team.

Expected Qualifications:

• 1+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Responsibilities:

• Be an expert in the suite of merchant solutions PayPal offers, and be able to identify which solutions solve the partner’s needs
• Educate partners on the functionality, benefits, and value of PayPal products
• Identify and recommend additional products to help the partner maximize PayPal’s value
• Execute multiple projects simultaneously
• Supporting partners through the process of implementing PayPal products on their platforms by providing guidance on the integration and engaging cross-functional teams when needed
• Identify the proper internal contacts needed by building a network of cross-functional relationships
• Consistently follow-up until project is completed
• Demonstrate a strong ability to close the deal while maintaining a high-level of partner satisfaction
• Meet and exceed established productivity goals

Qualifications:

• Superb interpersonal skills and the ability to build relationships and trust quickly over various communication channels
• Top notch listening and communication skills, both verbal and written
• Highly resourceful team member with the ability to be extremely effective both independently and as part of a sales team
• A world-class communicator who can articulate complex ideas in concise and clear language
• Ability to keep multiple projects on track that involve complex solutions
• Comfortable networking to allow for seamless execution of projects with many moving parts
• Demonstrated proactive approaches to problem-solving in order to complete projects
• Must be highly organized, easily adaptable, and thrive on developmental feedback
• Highly competitive with a fire burning inside

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

Our Benefits:

Any general requests for consideration of your skills, please

Role Responsibilities:

• Collaborate with Senior Field Service Engineers [Customer Engineers] in installing, maintaining, and upgrading customer equipment

• Use digital analytics for troubleshooting

• Apply basic diagnostic techniques to assess equipment and address technical issues, with guidance from Senior Field Service Engineers [Customer Engineers]

• Perform preventative and corrective maintenance on electrical, vacuum, mechanical, plasma, hydraulic, and gas systems (training provided)

• Coordinate and communicate directly with customers

• Fulfill additional duties, as assigned

Minimum Qualifications:

• Completion of an Associate degree, military technical training, field service experience, or trade certification

• 1–2 years of work experience in customer/field service support, or a related technical field

• Ability to read and interpret electrical and mechanical schematics

• Experience diagnosing and resolving basic technical challenges

• Basic mechanical aptitude with pneumatics, hydraulics, electronics, vacuum, or thermodynamics

• Familiarity with hand tools and their appropriate usage, including digital multimeters

• Effective written and verbal communication skills

• Basic knowledge of Microsoft Excel, Word, and PowerPoint

• Possession of a valid driver’s license and the ability to obtain a passport, if travel is required.

• Able to meet all on-site requirements, including safety, environmental guidelines, and COVID-19 protocols

Preferred Qualifications:

• 2–4 years of work experience in customer/field service support, or a related technical field

This position often requires extensive walking, standing for extended periods of time, working in tight spaces, bending, squatting, twisting, kneeling, reaching, climbing stairs and ladders, working at height, lifting up to 35 lbs., the ability to distinguish between colors and working with electricity, the ability to work in an environment with noise that may be difficult for some individuals with sensitivity to noise, and the use of hand and power tools. Additionally, because this position generally involves working in a clean room, it requires the use of appropriate Personal Protective Equipment such as coveralls, hoods, booties, safety glasses, gloves, respirators, chemical aprons, and face shields.

Key Responsibilities

Performs all standard service activities through Tier I unassisted. Performs standard Tier II with assistance. Able to perform routine preventative maintenance within established timeframes. Completes quality repairs.

Responds to fab issues by communicating with other engineers and participating in escalation conference calls. May participate in projects to reduce costs and increase uptime.

Verifies operational quality of system equipment. Assists senior engineers as needed.

Applies diagnostic techniques and use of documentation and test equipment with assistance from senior engineers. Ability to diagnose and resolve technical problems. Uses training and experience to identify some process, software or hardware related system problems.

Complies with all safety procedures and consistently demonstrates safety as a value.

Functional Knowledge

• Has established skills to perform a range of day-to-day activities

Business Expertise

• Understands how the assigned duties relate to others in the team and how the team integrates with others in the discipline
• Assumes responsibility for full customer satisfaction assuring excellent relations within assigned area

Leadership

• Has no supervisory responsibilities; manages own workload

Problem Solving

• Recognizes and solves typical problems that can occur in own work area without supervisory approval; evaluates and selects solutions from established options

Impact

• Impacts own team through the quality of the services or information provided; follows standardized procedures and practices and receives regular but moderate supervision and guidance

Interpersonal Skills

• Uses communication skills to exchange information

**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**

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This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively.

Responsibilities:

• Operates as a back up financial center leader within a market
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Required Qualifications:

• 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team
• Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
• Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
• Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability
• Proven record of balancing risk and making sound decisions while achieving business goals
• Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service
• Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
• Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
• Proficiency in computer skills and professional programs (for example, Microsoft Office)
• Availability to work weekends and/or extended hours as required to run the business
• Must be able to travel to any financial center within the defined market

Desired Qualifications:

• 1+ years of management experience including hiring, coaching and developing direct reports
• Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality
• Bachelor’s Degree in related field
• Bilingual (fluent verbal and written)​​

Skills:

• Coaching
• Customer Service Management
• Customer and Client Focus
• Performance Management
• Talent Development
• Business Operations Management
• Recruiting
• Result Orientation
• Risk Management
• Sales Performance Management
• Inclusive Leadership
• Leadership Development
• Prioritization
• Problem Solving
• Referral Management

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:
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

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

This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.

Responsibilities:

• Identifies client needs and recommends solutions when fraud has been identified
• Records data captured during client interactions accurately
• Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
• Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
• Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls

Required Qualifications:

• Proficiency in Spanish and English
• 1+ years of customer/client service experience, including experience handling difficult client situations

• Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives
• Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
• Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
• Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
• Communicates effectively and confidently with all clients to make their financial lives better
• Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
• Comfortable receiving ongoing performance feedback and coaching
• Ability to learn and adapt to new information and technology platforms
• Minimum of an intermediate level of proficiency with computers and current technology

Desired Qualifications:

• 1+ years of experience in the banking/financial industry
• 1+ years of experience working in a client service capacity​

Skills:

• Attention to Detail
• Customer Service Management
• Customer and Client Focus
• Issue Management
• Active Listening
• Adaptability
• Client Solutions Advisory
• Data Collection and Entry
• Problem Solving
• Account Management
• Analytical Thinking
• Client Experience Branding
• Fraud Management

High School Diploma / GED / Secondary School or equivalent