Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Financial Services Advisor - Notary & CRM Pro

Teachers Federal Credit Union

Teachers Federal Credit Union in Tampa seeks a Senior Financial Services Representative to engage members in person and virtually, expanding their membership and serving diverse financial needs. You’ll manage a client book, offering tailored consumer, small business, and lending solutions to help drive revenue for the credit union. The role emphasizes relationship building, proactive service, and adherence to risk controls, with opportunities across a broad range of financial products and a #J-18808-Ljbffr Teachers Federal Credit Union

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Services Advisor - Notary & CRM Pro in Tampa, FL vacancy
  •  ...Federal Credit Union in Tampa, FL is hiring a Senior Financial Services Representative to engage members in person and...  ...diploma with 2+ years of branch experience, strong CRM skills (Salesforce), and the ability to obtain a notary commission within four months. #J-18808-... 
    Senior
    CRM

    Teachers-Federal-Credit-Union

    Tampa, FL
    1 day ago
  • $64.2k - $132.3k

     ...increasingly complex and the services we offer are rapidly...  ...consistent, timely and insightful financial and operational information/...  ...In the Engagement Business Advisor (EBA) – Senior Associate role, you will be...  ...Maintain high quality data and CRM hygiene, actively monitoring... 
    Senior
    CRM
    Full time
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Tampa, FL
    a month ago
  •  ...members toward building a strong financial foundation today for a...  .... Summary The Senior Financial Services Representative role is focused...  ...experience required. Commissioned notary or can successfully obtain...  ...role required Proficient in CRM tools including Salesforce... 
    Senior
    CRM
    Full time
    Part time
    Work experience placement
    Local area
    Immediate start

    Teachers-Federal-Credit-Union

    Tampa, FL
    1 day ago
  •  ...amazing. Best place!!Job DescriptionJob Title: Customer Analytics Senior Manager Job Location: Anywhere in USAJob Level: Senior Level Job...  ...Customer Analytics delivery Who holds 3+ years of experience in CRM Modeling, Reporting, Analytics who is experienced in predictive... 
    Senior
    CRM

    Roljobs Technology Services

    Tampa, FL
    12 hours ago
  • $65k - $75k

     ...and follow through on commitments. About the Role This is a senior-level, phone-based sales position for an experienced real estate...  ...who resists structured sales processes, scripts, KPIs, or CRM requirements Someone who focuses on signing contracts without... 
    Senior
    CRM
    Contract work
    Temporary work
    Immediate start
    Remote work
    Monday to Friday
    Flexible hours
    Afternoon shift

    Zeres Group

    Tampa, FL
    1 day ago
  •  ...ideal candidate has 3+ years of title and escrow experience, excellent teamwork, superb communication, and a passion for customer service. You will handle real estate escrow transactions, assemble, review, and distribute closing documents, and disburse funds. Responsibilities... 
    Senior

    Old Tampa Bay Title, LLC

    Tampa, FL
    2 days ago
  • $15 per hour

    Pro Services Specialist - Floor & Decor Join to apply for the Pro Services Specialist role at...  ...communication skills. Experience with Salesforce / CRM software is a plus. Bilingual in Spanish...  ...the employer at its sole discretion. Seniority level - Entry level Employment type -... 
    CRM
    Hourly pay
    Full time
    For contractors
    Local area

    Floor & Decor

    Tampa, FL
    12 hours ago
  • KETTLER is seeking a Senior Investment Analyst in Tampa, FL. This role involves producing financial pro forma models, conducting property due diligence, and supporting the Investments and Asset Management teams. Candidates must have a bachelor’s degree and at least 5 years... 
    Senior
    Remote work

    KETTLER

    Tampa, FL
    2 days ago
  •  ...environment ~ Experience with title software/CRM systems ( Qualia experience a plus ) ~...  ...\nCompany Description Champions Title Services, LLC has been providing trusted title and...  ...in Inverness, FL, and can coordinate notary signings anywhere within the continental... 
    Senior
    CRM
    Contract work
    Work at office
    Monday to Friday
    Flexible hours

    Champions Title Services LLC

    Tampa, FL
    10 days ago
  •  ...Banking Relationship Manager Senior, you’ll be the primary advisor for high-value corporate...  ...and delivering tailored financial solutions. You’ll grow your...  ...opportunities, and seamless client service. Collaboration with...  ...in Microsoft Office and CRM tools. Education Bachelor... 
    Senior
    CRM
    Work at office

    City National Bank of Florida

    Tampa, FL
    1 day ago
  •  ..., recognized and awarded!As a Senior Business Systems Analyst supporting...  ...integrations and strategic CRM roadmap initiatives across...  ...Salesforce Sales Cloud and/or Service Cloud preferred.Salesforce certifications...  ...health...Physical, Emotional, Financial, Social and Professional. A... 
    Senior
    CRM

    Slide Insurance

    Tampa, FL
    2 days ago
  • Refresco Brand in Tampa, FL, is seeking a CRM Administrator to manage and optimize their Salesforce platform. The successful candidate will ensure the CRM runs smoothly and empower teams with accurate data. Responsibilities include overseeing data integrity, supporting... 
    Senior
    CRM

    Refresco Brand

    Tampa, FL
    3 days ago
  •  ...candidate will engage in networking, conduct outreach calls, and attend local events to generate business opportunities. Strong communication skills and a self-motivated approach are essential, alongside proficiency with CRM tools like Salesforce. #J-18808-Ljbffr Brabo Payroll
    CRM
    Base plus commission
    Local area

    Brabo Payroll

    Tampa, FL
    1 day ago
  • $15 per hour

     ...for our professional clients (PRO customer) in the hard surface...  ...This position reports to the PRO Services Manager and supports the...  ...Experience with Salesforce / CRM software is a plus. ~ Bilingual...  ...Programs that help you reach your financial goals: 401k with company match... 
    CRM
    Hourly pay
    For contractors
    Local area
    Monday to Friday

    Floor & Decor Holdings

    Tampa, FL
    4 days ago
  • $38 - $56 per hour

    DescriptionKforce has a client that is seeking a Senior Recruiter in Tampa, FL.Summary:We are...  ...hiring across Technology and Financial Services practices. This role will partner closely...  ...niche and high-demand skill sets* Use ATS/CRM systems to maintain accurate candidate records... 
    Senior
    CRM
    Remote work

    KForce

    Tampa, FL
    4 days ago
  • $193.3k - $292k

     ...Summary Salesforce Life Sciences Senior Manager Our Deloitte Customer team empowers...  ...supporting their marketing, sales, and service organizations. Post sales activities including...  ...in consulting or industry delivering CRM/engagement platforms for life sciences (biopharma... 
    Senior
    CRM
    Local area
    Visa sponsorship

    Deloitte

    Tampa, FL
    12 hours ago
  • $78.4k - $136.95k

    Hybrid role out of any of our office locations.As a Senior Sales Operations Analyst, you'll significantly contribute to driving operational...  ...BI / Power Query / Microsoft Fabric, and Salesforce Analytics / CRM reportingOur Interview PracticesTo maintain a fair and genuine... 
    Senior
    CRM
    Full time
    Work at office

    Wolters Kluwer

    Tampa, FL
    1 day ago
  • $119k - $198.9k

    Position Summary Salesforce Senior Consultant, Functional...  ...supporting their marketing, sales, and service organizations. Post sales...  ..., or Experience Cloud, and Financial Service CloudExperience in Lightning...  ...implementing CRM platforms (SAP CRM, Oracle Sales... 
    Senior
    CRM
    Local area
    Visa sponsorship

    Deloitte

    Tampa, FL
    12 hours ago
  •  ...educating HCP offices, billing staff, and coordinators to navigate payer landscapes. The candidate will develop territory plans, collaborate with cross-functional partners, and manage documentation in CRM systems while traveling as needed to #J-18808-Ljbffr AstraZeneca GmbH
    Senior
    CRM

    AstraZeneca GmbH

    Tampa, FL
    4 days ago
  • A healthcare technology firm in Florida is seeking a Senior Business Development Manager to drive revenue through named accounts and channel...  ...contributor role requires expertise in EHR systems and CRM software. The position offers a competitive salary, healthcare benefits... 
    Senior
    CRM

    Inovalon

    Tampa, FL
    4 days ago
  • $110.7k - $218.3k

    Position Summary Our Deloitte Sales & Service team empowers organizations to build...  ...on December 31, 2026.Work you'll doAs a Senior Consultant, Transformation on the Functional...  ...Experience solutioning, and implementing other CRM platforms (SAP CRM, Oracle, Salesforce.... 
    Senior
    CRM
    Local area

    Deloitte

    Tampa, FL
    12 hours ago
  • $160k - $180k

     ...members they serve.Overview: The Senior Director, Business Development...  ...needed to sell products and services into appropriate market...  ...documentation in SalesForce (CRM) software to include prospecting...  ...of achieving operational and financial success of the Employer; andPerform... 
    Senior
    CRM
    H1b
    Work at office

    Inovalon

    Tampa, FL
    4 days ago
  •  ...reverse mortgage, HELOC, and Non-QM (availability varies by state, borrower qualifications, and investor guidelines). Technology tools: CRM and workflow tools intended to support communication, pipeline tracking, and documentation. Innovative marketing engine: A tech-... 
    Senior
    CRM
    Work at office
    Local area
    Remote work

    GrabJobs

    Tampa, FL
    4 days ago
  •  ...integrates technology-driven solutions with specialty contracting services to improve, protect, and enhance the existing infrastructure of...  ...ability to influence at the highest levels of the organization.CRM fluency (Salesforce preferred) and a structured, data-driven approach... 
    Senior
    CRM
    For contractors
    Work at office

    Structural Group

    Tampa, FL
    3 days ago
  • Salesforce is seeking a Communications Designer to join our creative team and elevate our visual storytelling across web, editorial, video, and product content. You will own end-to-end design, shaping content hierarchy, craft, and accessibility while maintaining brand integrity...
    Senior
    Remote job

    Salesforce

    Tampa, FL
    12 hours ago
  •  ...evaluation frameworks Bonus: growth engineering or GTM operations experience, including lifecycle messaging, A/B testing, event modeling, or CRM plumbing Comfort exploring React, TypeScript, Node, Python, Postgres, Redis, S3, AWS, PostHog, Amplitude, dbt, SQL, n8n, embeddings,... 
    Senior
    CRM

    Jobtailor

    Tampa, FL
    12 hours ago
  • $149.1k - $190k

     ...and members they serve.POSITION SUMMARYThe Senior Director, Field Marketing leads Inovalon'...  ...platforms (e.g., 6sense, Demandbase) and CRM / marketing automation (Salesforce,...  ...help them stay healthy, save for long-term financial goals, and manage the demands of work and... 
    Senior
    CRM
    H1b

    Inovalon

    Tampa, FL
    2 days ago
  • $83.2k - $124.8k

     ...Development & Marketing (BD&M) Senior Specialist to join our team!...  ...Maintain and update the firm’s CRM database for supporting practice...  ...members to identify client service opportunities, strengthen internal...  ...affairs and lobbying, financial services sector, real estate industry... 
    Senior
    CRM

    Foley & Lardner

    Tampa, FL
    1 day ago
  •  ...Organizes and may facilitate pursuit strategy meetings.Supports client service teams by preparing materials for internal and external meetings,...  ...PowerPoint), SharePoint, MS Teams, Adobe InDesign and Acrobat, CRM and other communications-related software programs at an expert... 
    Senior
    CRM
    Full time
    Work at office

    HNTB Companies

    Tampa, FL
    12 hours ago
  • $123k - $163k

     ...and the global community, join us as a Senior Economic and Financial Consultant to help the communities...  ...models, such as benefit-cost studies and pro forma financial model projections, to...  ...projections, benefit-cost analyses, cost of service, rate and valuation models, and other... 
    Senior
    Full time
    Local area
    Remote work

    Jacobs

    Tampa, FL
    12 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Services Advisor - Notary & CRM Pro. Be the first to apply!