Finance Associate

Camali Services; Orlando (FL); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Catered breakfasts and lunches

Career development opportunities

Work-life balance events

Job summary

Camali Services is seeking a passionate Finance Associate to assist clients with their banking and debt management needs. You will work directly with clients to help them achieve their financial goals through personalized service.

Join a dynamic, supportive team that values growth and offers opportunities for upward mobility. Enjoy perks like catered meals and career development initiatives that foster both professional and personal success.

Qualifications

• Passionate commitment to helping customers.
• Resourceful self-starter willing to approach clients.
• Ability to collaborate in diverse team settings.

Responsibilities

• Communicate with clients to understand their financial needs.
• Assist clients in resolving escalated debt collection efforts.
• Directly engage in sales with clients to meet financial goals.

Skills

Customer engagement

Basic knowledge of business banking solutions

Problem-solving skills

Strong interpersonal skills

Job description

Camali Services provides cutting edge Customer Relations services across multiple industries for products and services from clients of all sizes, but we specialize in the debt settlement industry. Our goal is to connect with our target audience on a one to one basis. Using our customized solutions, we have been able to successfully achieve this in an efficient and effective manner. Every day we deliver life-altering debt consolidation plans to our customers, and our staff get the benefit of seeing their customers' success stories first hand.

Job Description

At Camali Services, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. Our values unite our organization and are our guiding compass. But it is our exceptional staff that bring our corporate values to life.

We are passionate about delivering exceptional client service and a banking experience that promises to impress. Our free financial evaluations, financial service, budgeting and budget analysis, and debt relief services provide a compassionate and easy way for our clients to meet their financial goals. We are in need of a Finance Associate to work with prospective clients, educate them on the banking and finance services we offer, and encourage enrollment in our financial management and debt relief programs.

Why you’re going to love it here as a Finance Associate:

• Participate in fun events to help build your career while enjoying a work-life balance
• Leaders who support your development through coaching and learning opportunities
• Work in a dynamic, collaborative, progressive and highly performing team
• Ability to make a difference and lasting impact
• Ability for upward mobility within the company
• Frequent catered breakfasts and lunches to the office

Responsibilities of the Finance Associate:

• Communicate with clients to learn about their banking/financial/debt needs and help them achieve their goals.
• Work with clients to resolve accounts where debt collection efforts have been escalated by lenders or banking institutions.
• Proactively take ownership of, resolve, and prevent further client debt problems.
• Direct sales working one on one with clients and customer.
• Meet with clients to understand their priorities, advise them on financial and debt management solutions, and provide a forward-looking financial & banking plan.
• Use your knowledge of banking, finance, debt management, debt settlement, cash management, credit, investment and wealth protection to help clients meet their goals.
• Gather and submit documentation for approval and payment of accounts

Qualifications

What we’re looking for in a Finance Associate:

• Passionate commitment to helping our customers.
• Resourceful self-starter with courage and confidence to approach customers.
• Basic knowledge of specialized sales and business banking solutions.
• Digitally savvy and able to identify banking alternatives for our customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges

Additional Information

At Camali Services, we pride ourselves on not only our growth but the growth of our employees. We acknowledge that our company’s success is directly related to the success of our employees. We provide many opportunities for our employees to reach their goals and become successful, such as customer service training, business administration seminars, marketing workshops, and so much more!