United States, South Dakota, Customer Representative jobs
PayPal Account Representative SMB Outbound Sales United States, Pennsylvania
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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.
Additional Responsibilities & Preferred Qualifications
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
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PayPal Representative New Partners United States, Illinois, Chicago
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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.
Additional Responsibilities & Preferred Qualifications
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 .
The US national annual pay range for this role is $81,000 to $133,100
Our Benefits:
Any general requests for consideration of your skills, please
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EY Financial Services - Customer Tax Operations Reporting Manag... United States, New York, New York
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Our Business Tax Advisory practice gives you the opportunity to focus on US tax information reporting & withholding matters. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operationaltax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems.Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters.You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as the Common Reporting Standard (CRS). As you progress within EY and our CTORS tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm’s most senior tax talent.
The CTORS Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how CTORS requirements are managed within large to medium size companies.
Your key responsibilities
You will interface daily with superiors, peers and subordinates and clients on large and small CTORS projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients’ policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients. You will also get the opportunity to support the development of innovative technology solutions, as well as train and manage staff located in remote delivery centers.
Skills and attributes for success
- Ability to read and interpret IRS Code, regulations and instructions
- Strong writing skills for policy and procedure writing is a must
- Ability to interface with all facets of our business
- Ability to multitasking and project management capability
- Creative problem solving, strong critical thinking
- Ability to drive success as both an individual contributor and team member.
To qualify for the role, you must have at a minimum
- A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred
- A minimum of 5 years of relevant tax consulting or tax operational experience
- Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations
Ideally, you’ll also have
- Active participation in industry groups such as SIFMA, ABA, IIB
- The ability to understand and implement tax rules
- A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $129,500 to $237,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $155,400 to $269,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
These jobs might be a good fit
EY Financial Services - Customer Tax Operations Reporting Senio... United States, New York, New York
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Our Business Tax Advisory practice gives you the opportunity to focus on US Tax - Information Reporting & Withholding. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operationaltax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes, and systems.Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters.You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as Common Reporting Standards (CRS). As you progress within EY and our IRW tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm’s most senior tax talent.
The IRW Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how IRW requirements are managed within large to medium size companies.
Your key responsibilities
You will interface daily with superiors, peers and subordinates and clients on large and small IRW projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients’ policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients also.
Skills and attributes for success
- Ability to read and interpret IRS Code, regulations and instructions
- Strong writing skills for policy and procedure writing is a must
- Ability to interface with all facets of our business
- Ability to multitasking and project management capability
- Creative problem solving, strong critical thinking
To qualify for the role, you must have at a minimum
- A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred
- A minimum of 2 years of relevant tax consulting or tax operational experience
- Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations
Ideally, you’ll also have
- Active participation in industry groups such as SIFMA, ABA, IIB
- The ability to understand and implement tax rules
- A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $96,200 to $158,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $115,300 to $180,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
These jobs might be a good fit
Bank Of America Financial Solutions Advisor - Registration Candidate -Elmhur... United States, Illinois
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Job Description:
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We’ll help you
• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
Desired Qualifications:
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Currently holds FINRA Securities Industry Essentials (SIE)
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Monday – Fridays and rotating Saturdays
1st shift (United States of America)These jobs might be a good fit
Bank Of America Relationship Banker - South Shore Market United States, Massachusetts
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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.
• 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
• 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
• 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
• 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
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Bank Of America Financial Center Assistant Manager - South United States, New York
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Job Description:
Job Description:
This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent.
Responsibilities:
• Manages client traffic, engaging and appropriately routing clients, and fosters client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiatives prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution
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 clients based on their needs and can resolve problems independently or bring in others as needed
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• 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
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
• Can interpret performance results, find opportunities to drive success and hold others accountable to results
• 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
• Experience in mortgage, retail and/or hospitality
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded
• Bilingual skills
Skills:
• Customer Service Management
• Performance Management
• Coaching
• Customer and Client Focus
• Talent Development
• Risk Management
• Sales Performance Management
• Business Operations Management
• Recruiting
• Result Orientation
• Referral Management
• Leadership Development
• Inclusive Leadership
• Prioritization
• Problem Solving
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
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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.
Additional Responsibilities & Preferred Qualifications
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
These jobs might be a good fit
