United States, South Dakota, 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

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

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

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