Sit back and relax while we apply to 100s of jobs for you - $25
Entry Level Customer Service - Work From Home
Americanome Life Insurance Company
Remote banking services clerk job
We're seeking motivated individuals with strong people skills to join a well-established supplemental benefits organization that has been serving families for more than 65 years. As our company continues to grow, we're looking for dedicated Benefits Specialists who are driven, reliable, and excited about long-term career potential.
Key Responsibilities
Provide clear information to clients about their benefit options
Address client questions and guide them through their coverage
Stay up to date on product offerings and company services
Review client needs to help them select cost-effective solutions
Qualifications
Experience in customer service, sales, or a related field is an asset
Strong relationship-building abilities
Able to manage multiple tasks and organize work effectively
Professional attitude with strong communication skills
Confident in both written and verbal communication
What We Value
Individuals with an entrepreneurial, growth-minded attitude
Team-oriented professionals who perform well under pressure
Strong communicators who take initiative and maintain professionalism
What We Offer
Complete, hands-on training
Weekly compensation
Bonus opportunities
Residual income potential
Company travel incentives
Fully remote work environment
If you're looking for a meaningful career with room to grow, apply today to learn more about joining our team.
Associate Bank Recruiter (1099) - Remote (Rockport, TX) - Job # 3433b
Who We Are
The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The Position
The Symicor Group (a bank-only recruiting firm comprised of former bankers) is seeking an experienced Recruiter with a demonstrated ability to call back and work with candidates who have applied for a bank position. The incumbent will act as a subject matter expert to gain the trust and respect of candidates and bank clients. You will interview bank candidates and prepare successful candidates for submission to our client banks across the nation.
This individual will work with recruiters, senior management, hiring managers, and local Human Resources staff to develop and execute sourcing plans based on business needs.
Recruiter responsibilities include:
Scan current bank clients' list of job openings and match them to Symicor Group's over 14,000 bankers across the U.S.
Screening and identifying talent through Symicor Group provided passive and active sources including postings, social networking, internet research, etc.
Convey and leverage your banking knowledge to Symicor Group candidates
Effectively promoting The Symicor Group brand across numerous markets and professional communities.
Acting as primary communication point with candidates from initial contact point to interview.
Who Are You?
You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and experience:
Five or more years of experience in Banking
Recruiting experience in a financial institution.
Proven experience building and maintaining pipelines.
Knowledge of Bullhorn ATS System a plus!
Persuasive interviewer who has practice in various interview techniques.
Creativity and resourcefulness to identify and leverage the resources, information, and assistance needed to solve client problems.
Strong and proven long-term relationship builder with proven sales ability and influencing skills.
Strong knowledge of banking positions and skills required across various job families.
Proficient with MS Office, Outlook, web-based recruiting systems, internet tools, and direct sourcing methods.
General knowledge of recruitment policies and practices.
Knowledge of applicable Employment Laws including Diversity Legislation, FLSA, VEVRAA, etc.
The next step is yours. Email us your current resume along with the position you are considering to:
************************
$47k-93k yearly est. Auto-Apply 60d+ ago
Bank Partnership Associate
Oppfi
Remote banking services clerk job
OppFi is a leading tech-enabled digital finance platform that works with banks to provide financial products and services for everyday Americans. Through a transparent and responsible platform, which includes financial inclusion and excellent customer experience, the Company supports consumers who are turned away by mainstream options to build better financial health.
We are a team of caring, innovative, and inclusive individuals who thrive in being immersed in diverse talents, expertise, perspectives, and backgrounds. Our employees approach every new challenge with an unparalleled ability to see what could be rather than settle for what is. Our business principles guide us and create an open and collaborative culture where we improve 1% every day, and the best ideas always win! We welcome individuals who want to make an impact in the financial system by facilitating credit access, expanding financial inclusion, promoting financial health, and delivering exceptional customer service.
A few other fun facts about us. OppFi is one of the top consumer-rated financial platforms online, maintaining a 4.5/5.0-star rating on Trustpilot. We are a 2025 Crain's Fast 50â„¢ company and were named on Built In's 2025 Best Places to Work in Chicago.
About the job:
The Bank Partnerships Associate will support OppFi in the daily management of 1 or more important bank partners, working with all senior leadership and reporting to the Director of Business Operations.
What you get to do:
Build product knowledge around OppFi's platform and bank-partner specific implementations
Collaborate closely with internal stakeholders, including the Product, Credit, Marketing, Legal, and Compliance teams to manage all bank-related activities, such as technology change requests, vendor approvals, and marketing content review.
Drive and champion continuous improvement in partnership operations by focusing on establishing clear review timing and accountability to deadlines, optimizing reporting approaches, and improving cycle-time efficiencies in collaboration with bank partners and internal teams.
Surface relationship or compliance concerns to management based on feedback from partners
Monitor and track issue resolutions stemming from audits, testing and monitoring and product technical defects
Provide support for ongoing bank partner planning and ensure readiness for audits.
What you will bring to the team:
Solution-Oriented Critical Thinker who can analyze complex problems, synthesize information, and propose thoughtful, viable solutions.
Strong Ownership and Reliability demonstrated by taking full responsibility for partner outcomes and consistently meeting commitments, deadlines, and communication expectations.
Proactive and Process Improvement Minded: able to anticipate partner needs, internal bottlenecks, and potential risks, while constantly seeking opportunities to optimize existing workflows for greater efficiency and compliance.
Outstanding Communicator and Relationship Builder who can articulate complex operational and compliance issues clearly and concisely, and cultivate strong rapport with both internal cross-functional teams and external bank partners at all levels of seniority.
Proven ability to manage team dynamics and interact professionally with individuals across various levels of seniority and working styles.
Experience excelling in a remote work environment
The willingness to take on new tasks and broaden the scope of responsibilities
Knowledge about or experience with JIRA, Smartsheet, Monday.com, Slack and Trello
Bachelor's degree
2+ years of prior work experience in FinTech or financial services with a focus on technology
Reports to: Bank Partnership Lead
Job Level: Associate
Total Rewards and Benefits:
At OppFi, we are committed to fostering a fair and equitable workplace. The compensation range for this role reflects our good faith compensation estimate for this position. Final offers are determined based on a myriad of factors including, but not limited to experience, skills, qualifications, and other relevant business considerations. Candidates are encouraged to discuss compensation expectations during the hiring process. In addition to base pay, the total compensation package includes eligibility and potential for performance-based bonuses and equity grants dependent upon the role and job level.
OppFi offers a flexible, remote environment, 401(k) matching program, and generous paid time off. Other benefits include medical, dental, and vision coverage, and tuition reimbursement. Additional benefits include DoorDash DashPass, Figo pet insurance, Rocket Lawyer, and access to LinkedIn Learning. OppFi also offers Fringe, a lifestyle benefits platform that allows employees to decide how to spend rewards from dozens of vendors like Uber, DoorDash, and UrbanSitter. #LI-Remote
Compensation Range:$59,200-$88,800 USD
EEO Statement:
OppFi is an equal opportunity employer and does not discriminate based on any actual or perceived legally recognized protected bases under local, state, federal law, or regulations. Our goal as a company is to build an equitable workplace that actively works to dismantle systems of oppression in our processes, procedures, and interactions. We aim to help our employees thrive where they work and beyond. Check out our Culture page here.
As part of OppFi's commitment to providing equal opportunity to qualified individuals, OppFi will ensure that persons with disabilities are provided reasonable accommodation as defined by applicable laws and organizational policies. If reasonable accommodation is needed to participate in the job application or interview processes or job requirements, please contact our People Team at ********************.
Pursuant to the requirements of the California Consumer Privacy Act, OppFi is providing the "OppFi California Employee Privacy Policy", which details the categories of personal information collected and your rights under the policy. If you are a California resident, please review the policy here: *******************************
The information in this document is for general informational purposes only. It is not intended to be an all-inclusive list or description of the organization and its requirements for positions and employees. OppFi reserves the right to modify or change the information on this document at its discretion.
$59.2k-88.8k yearly Auto-Apply 14d ago
Inbound Customer Service (Remote)
Jobsultant Solutions
Remote banking services clerk job
Competitive Wage Starting wage of $17.00 per hour with shift differential opportunities to earn up to $23.76 per hour. Full Time Benefits We could say there are too many to list, but its worth it to share the good news! Starting DAY ONE (yes, you heard that correctly NO WAITING PERIOD) , you can take advantage of our amazing benefit package, designed with you and your future in mind! Check out the full list:
Paid time off (at minimum, 20 personal days + 7 holidays per year)
Medical/Dental/Vision/Life Insurance
Education Assistance: fully paid Bachelors and tuition assistance & reimbursement options
401K with company matchand fixed contribution
Employee Stock Purchase Plan
What You Will Do
Working from home, you will need a quiet workspace so you can focus on our customers. Youll also need a minimum of 5 MBPS up/download speed from your internet provider.
Youll spend the majority of your shift talking with our customers, listening to their concerns, and providing the best solutions. Youll be a master problem solver! You might interact with customers on the phone, in a chat session, or responding to emails.
Well provide you with procedures and tools to handle our customers needs and strengthen their relationship with Discover .
Well provide you with all the equipment you need! Monitors, computer, keyboard, mouse, headset, and an amazing new hire training experience . Youll also have the best coaches to help you deliver the best service!
Qualifications You Will Need to Succeed
The Basics :
Be reliab le! We need you here to take care of our customers. Be committed to working your schedule.
Enjoy helping others. You will be busy, taking call after call, assisting our customers.
We are always looking for ways to make things better for our employees and customers- that means you will experience change, sometimes at a fast pace.
Positive energy, strong communication, ability to focus on the issue and not take things personally. Let your personality shine.
We want you to succeed! That means you will receive coaching and feedback. Be open and willing to try new things.
Bonus Points if you have :
1+ years of experience in related field
Benefits you might not have expected
Employee Assistance Program Counselors
Discover Care@Work Family Assistance Program (Discounted childcare at participating centers, free care.com membership, and subsidized Backup Care Services)
Perks at Work (access discounts from over 30,000 merchants, earning WOW Points while you shop)
Opportunities to volunteer in the community
Development groups and training
If you do choose to work onsite, we have a f ull service cafeteria featuring Starbucksand subsidized m indful options , as well as access to our Fitness Center. We also have onsite Health Clinics.
$17-23.8 hourly 60d+ ago
Floating Retail Banking Associate
Industrial Bank 4.1
Banking services clerk job in Oxon Hill, MD
Industrial Bank is seeking a highly qualified professional for the position of Floater Retail Banking Associate for our Retail Branch located at 1800 John Hanson Lane, Oxon Hill, MD. Industrial Bank is a successful and established African American owned and operated financial institution. It is a distinguished Community Development Financial Institution, with a Mission “To make a difference in people's lives and the economic development of their communities". The Bank has a rich benefit package that includes medical, prescription, dental, 401k, vacation and safe/sick days, paid
A Day in the Life of a Floater Retail Banking Associate:
The Floating Retail Banking Associate (FRBA) serves as the back-up Associate for all banking centers depending upon needs.
As the FRBA, the incumbent will float from the teller line to the platform, as needed, at any given time, with or without notice.
The FRBA is expected to provide branch support throughout the various banking centers on an as needed basis, as assigned.
The responsibilities of this position include, but are not limited to, teller operations, product sales, general administrative tasks, and exceeding both internal and external customer service expectations.
This position also requires a high level of dependability, accountability, and flexibility.
Must comply with meeting compliance and audit requirements
Requires expert knowledge and experience in the responsibilities of a banking Teller
Requires expert knowledge and experience in the responsibilities of performing Branch Platform functions
A few of the core competencies for this role include: reliable attendance and punctuality; customer service; communication; problem solving and sales skills
Required education and experience
High school diploma or equivalent
Minimum of 3 years customer service experience
Minimum of 2 years cash handling experience (Teller experience preferred)
Employee Classification and Work Hours: Non-Exempt
The Retail Banking Department operates on a Monday through Saturday work schedule. All Associates are expected to adhere to the Retail Banking schedule, providing notice of absence in accordance with the Bank's attendance policy. All Associates must support the Retail Branch network and can be required to work at other Branch locations.
Travel: As needed amongst the various Retail Banking Centers
JOIN OUR DYNAMIC TEAM!
Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I.
We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork.
THIS IS NOT A REMOTE POSITION.
Essential Functions:
Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information.
Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision..
Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required.
You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals.
Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc)
Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish.
Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums.
Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds.
Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base.
Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts.
Maintain professional appearance.
Maintain excellent attendance record, including punctuality and preparation.
Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to:
Make a difference in the lives of our members by helping them navigate their financial journeys.
Work alongside passionate professionals who share your enthusiasm for lending and member service.
Enjoy a competitive compensation, benefits, and opportunities for professional growth.
If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today!
Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.
JOIN OUR DYNAMIC TEAM!
Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I.
We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork.
THIS IS NOT A REMOTE POSITION.
Essential Functions:
Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information.
Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision..
Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required.
You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals.
Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc)
Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish.
Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums.
Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds.
Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base.
Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts.
Maintain professional appearance.
Maintain excellent attendance record, including punctuality and preparation.
Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to:
Make a difference in the lives of our members by helping them navigate their financial journeys.
Work alongside passionate professionals who share your enthusiasm for lending and member service.
Enjoy a competitive compensation, benefits, and opportunities for professional growth.
If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today!
Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.
Qualifications:
Education
:
· HS Diploma or equivalent required.
Experience
:
· Two years or more in a financial institution with previous consumer lending & deposit account experience is required.
· NMLS registration is a plus
· Sales experience is a plus
Skills Required
:
· Bilingual English/Spanish fluency required.
· Must be service-minded and team oriented.
· Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required.
· Requires effective member relation/cross selling skills.
· Ability to manage multiple priorities.
Performance Standards:
Meet new accounts goal monthly.
Meet Credit Disability monthly goal on eligible loans.
Meet Credit Life monthly goal on eligible loans.
Meet goal on Mechanical Repair Coverage Policies sold monthly.
Meet goal on GAP Policies sold monthly.
Meet minimum monthly loan volume goal.
Pay rate $23/hr-$28.00/hr, commensurate with experience.
This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team.
Consumer Loans, Lender, Loan processor,
Skills & Requirements
Qualifications:
Education
:
· HS Diploma or equivalent required.
Experience
:
· Two years or more in a financial institution with previous consumer lending & deposit account experience is required.
· NMLS registration is a plus
· Sales experience is a plus
Skills Required
:
· Bilingual English/Spanish fluency required.
· Must be service-minded and team oriented.
· Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required.
· Requires effective member relation/cross selling skills.
· Ability to manage multiple priorities.
Performance Standards:
Meet new accounts goal monthly.
Meet Credit Disability monthly goal on eligible loans.
Meet Credit Life monthly goal on eligible loans.
Meet goal on Mechanical Repair Coverage Policies sold monthly.
Meet goal on GAP Policies sold monthly.
Meet minimum monthly loan volume goal.
Pay rate $23/hr-$28.00/hr, commensurate with experience.
This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team.
Consumer Loans, Lender, Loan processor,
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
$59k-120k yearly est. Auto-Apply 41d ago
Corporate & Finance, Mid-Level Banking Associate
Hogan Lovells
Banking services clerk job in Washington, DC
Hogan Lovells is seeking mid-level associate to join our US banking and loan finance team. Located in the world's key financial hubs, Hogan Lovells' Finance practice operates one of the leading global practices with more than 450 lawyers located in 30 offices. Our multi-jurisdictional teams combine industry experience to provide an integrated service and capability to our clients, which include the world's leading financial institutions and companies. Our US banking and loan finance team is a fully integrated cross-office national practice that represents lenders, private equity sponsors and public and private companies, both domestically and abroad, in all aspects of lending transactions, including acquisition finance and asset-based lending. Associates on the US banking team will have opportunities to work on a highly varied portfolio of transactions for clients on both the borrower and lender side, including lines of credit for public and private companies, syndicated TLA/TLB transactions, direct lending transactions, note purchase agreement private placements, receivables financings, equipment financings and structured financings.
Among other things, ideal candidates will have significant transactional experience in bank financing transactions and related UCC matters, strong interpersonal skills with the ability to interact effectively with sophisticated client teams, a commitment to excellence and a desire to contribute to a friendly and collegial culture within our corporate and finance group and firm as a whole. We have a strong preference for candidates to be located in our New York or Washington DC office but will also consider candidates with at least four years of directly relevant experience for our Denver office.
A resume or CV is a must for our application system. We also encourage you to include a cover letter to tell us why you are interested in this position and a law school transcript (or the equivalent). Candidates for lawyer opportunities in the U.S. must have a law degree from an ABA-accredited law school and be a member of the Bar in the United States.
The annualized salary range for this position is $XXX,000 to $XXX,000, depending on the candidate's overall experience and other job-related factors permitted by law. This position may be eligible for a discretionary or an hours-based bonus. In addition, full-time employees as well as some part-time employees will be eligible for the firm's fringe benefits as they currently exist.
This job description sets forth the responsibilities of this position and may be changed from time to time as shall be determined.
Hogan Lovells is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, age, national origin, disability, sexual orientation, gender identity or expression, marital status, genetic information, protected Veteran status, or other factors protected by law.
Hogan Lovells complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact our Benefits Department at LeaveofAbsence_*******************.
$59k-120k yearly est. Auto-Apply 2d ago
online customer service
Leakstory Jobs
Remote banking services clerk job
The nature of this Job is an entry-level Job and no prior experience is required to start earning money.
To Get started with us, make sure you follow and read these 3 simple Steps;
Fill in your Information Details and Sign up
CLICK HERE TO APPLY AND GET APPROVED
VERY IMPORTANT: Check your Email inbox And make sure you click the confirmation Link to activate your account.
Failure to follow these steps and activate your account will result to you not getting paid.
Qualifications
At least 1 - 2 years' of relevant work experience but not required.
Good Phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
Job Role / Responsibilities:
Solid outgoing personality with superior interaction abilities as well as great work principles.
Data entry and also strong business abilities.
Effective listening as well as analytical abilities, in addition to the capability to summarise details and deal solutions.
Experience with personal computer and also have at least a typical functioning degree typing capability.
You should be professional and positive and additionally have a high level of self-motivation and also have the capacity to function individually in your task.
Excellent time management and administrative abilities with a keen focus to detail.
Other Requirements: This is an on-line work from home position, so you will be required to have the following:
Excellent Working Entry Level. Personal Computer.
Legitimate high-speed internet access.
Full time & Part time telemarketing position jobs.
CLICK HERE TO APPLY AND GET APPROVED
We are a Group of Market Research Company helping Individuals Earn Money from home remotely in Their Spare Time. You will be giving numerous work such as online data entry,Taking part in completing online surveys, offers, Product Reviews, Customer Service, Receptionist Administrative Assistant, Take Surveys and Get Rewarded for your opinion, Sales Manager, Receptionist, Secretary, Front Office Receptionist, Project Manager, Retail Sales Associate, Housekeepers, Administrative Assistant, Cashier Sales Associate, Head Cashier, Secretary, Front Desk Receptionist, Executive Secretary, Delivery Driver, Work Data Entry & Lots More. To take part in our online paid surveys work from home remote position jobs.
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
**Job Responsibilities**
+ Champion a culture of innovation and a customer centric mindset
+ Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
+ Find ways to drive new client acquisition in partnership with the bankers
+ Embrace a culture of respect, diversity and inclusion
**Required Qualifications, Capabilities and Skills**
+ 3+ years in a similar banking, venture, credit or treasury role
+ Outstanding professional reputation and integrity
+ Strong leadership skills required
+ Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
+ Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
+ Extensive knowledge of products and services
**Preferred Qualifications, Capabilities and Skills**
+ Bachelor's degree preferred
+ Superior knowledge of the market dynamics and its business environment preferred
+ Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Washington,DC $100,000.00 - $120,000.00 / year
About Us
We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally.
Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role.
Role Description
Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work
Conduct Financial Needs Analysis to uncover financial goals of the client
Formulate tailored financial plans for them
Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf
Conduct semi annual and annual reviews
Experience
All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more.
Helpful traits and skills include:
Entrepreneurial Mindset
Leadership
Self-Motivation
Organization & Initiative
High Ambition & Positive Energy
Work Schedule & Benefits
Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment.
Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities.
Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience.
Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families.
Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels.
Compensation
Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000
Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals
Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month)
Non-Negotiable Qualifications
Willingness to get licensed in 7-10 days via a state-approved course
Ability to pass a background check
Legally authorized to work in the United States
No Felonies
Find us on:
Instagram | LinkedIn | TikTok | GFI Website
$40k-61k yearly est. 60d+ ago
Financial Clearance Rep - Rehab Services
Fairview Health Services 4.2
Remote banking services clerk job
We are seeking a financial clearance rep (FCR) to join our rehab services team! The FCR must be able to effectively articulate payor information in a manner such that therapists, patients and families gain a clear understanding of financial responsibilities.The FCR will be responsible for completing the insurance and benefits verification to determine the patient's benefit level for outpatient therapy services including physical, occupational, speech, cardiac, pulmonary, and hearing aids/audiology. They will obtain benefit levels, screen payor medical policies to determine if the scheduled procedure meets medical necessity guidelines, submit and manage referral and authorization requests/requirements when necessary, and/or ensure that pre-certification notification requirements are met per payor guidelines. They will provide support and process prior authorization appeals and denials, when necessary, in conjunction with revenue cycle and clinical staff. The FCR makes the decision when and how to work with providers, clinical staff, insurance payors and other external sources to assist in obtaining healthcare benefits.
* FTE 1.0, authorized for 80 hours per pay period.
* Schedule: Monday-Friday, 8:30am - 5:00pm.
* Remote position.
* Full benefits such as medical, HSA, dental insurance, vision insurance, 403b, PTO, health & wellbeing resources, Health & Wellness funding, and more!
M Health Fairview Rehabilitation offers a broad range of services that serve patients across 10 acute-care hospitals, 3 post-acute settings and 70 outpatient adult and pediatric therapy clinics. Consisting of Physical, Occupational and Speech Therapy as well as Audiology and Cardiac & Pulmonary Rehab, our therapists collaborate with colleagues in all medical settings and offer dozens of specialty programs.
As an academic health system with residency and fellowship programs and a rehab-focused clinical quality team, we have a collaborative culture that is centered on learning with an emphasis on evidence based, patient-centered care. Rehab's continuing education program offers continuing education courses per year at no cost to employees.
Responsibilities
* Practice excellent telephone etiquette and active listening skills.
* Identify insurances for all new patients that require information/notification from the site for new, continuing, and observation patients.
* Document and track all communication with insurers, clinic staff, and patients.
* Document each step taken in the process of acquiring benefits, prior authorization, or confirmation compensability determination.
* Document pertinent information for therapist use in contacting insurance carrier if further authorization is necessary.
* Enters referrals with all pertinent information into Epic referral entry.
* Initiate process to establish company account for worker's compensation patients and all other insurances as needed.
* Informs patients/clinic/caregiver of denials by insurance companies when pre-authorizing services.
* Contact patients with insurance issues such as termed insurance.
* Develop a list of key contacts at insurance companies and develop positive working relationships to facilitate ability to retro-authorize claims and increase reimbursement.
* Assist in training new insurance staff
* Acquire insurance referrals from PCC, if required by insurance.
* Submit appeals to insurances for prior authorization, if needed.
* Incorporate new changes in insurance verification and adapt to changes in volume of workload.
Required Qualifications
* 1 year experience in insurance verification/eligibility, financial securing, prior authorization, or related areas.
* Experience with electronic health record software.
Preferred Qualifications
* Associate of Science
* Vocational/Technical Training
* Epic experience
* Insurance/benefit verification experience
* Referrals and/or prior authorization experience
* Knowledge of medical terminology and clinical documentation review
* 2 years of experience working insurance/benefit verification, financial securing, or related areas using an EHR in a healthcare organization
* Knowledge of computer system applications, including Microsoft Office 365
Benefit Overview
Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: *****************************************************
Compensation Disclaimer
An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored.
EEO Statement
EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
$27k-45k yearly est. Auto-Apply 2d ago
Financial Services Representative
Dream Capital Financial
Remote banking services clerk job
We are an independent financial services division of Transamerica Financial Advisors with over 40 years of experience. Our mission is to provide comprehensive financial services to families, individuals, and businesses of all financial backgrounds. We take an educational approach to our services, ensuring that our clients understand the financial decisions they make and are prepared for a safe and stress-free life.
The Opportunity
This business opportunity allows you to join a team of ambitious entrepreneurs and leaders growing financial services businesses. You will receive weekly training and a personal group of experienced mentors to help you as you start your career. Our most ambitious associates receive quick leadership advancement and grow their own divisions. We are partnered with Transamerica, Fidelity, Nationwide, Athene, and many more A-Rated companies to provide financial education and solutions for our clients.
We are looking for someone who wants:
Remote Work from Home
Lucrative Career Change
To Work With People
Ownership of a Business
Control of Their Time
Commission, Residual, and Passive Income
A Career in the Financial Sector
Mentorship and Personal Development
Our Services
We offer a wide range of financial services, including:
Financial Education
Personal Finance
Retirement Solutions
Long Term Care
Small Business Protection Plans
401K and IRA Rollovers
Life Insurance Planning
College Planning
Estate Planning
And more.
First 30 Days & Training Program
You are able to start your business full or part time. Many of our new business partners start on a part time or referral basis as we grow a foundation for your career over the next 6 months. Many associates find it suitable to make the transition from a W2 into owning their own business on our platform over time.
Expect to spend 10-20 hours per week in the beginning of your career completing the training program. You will develop your own schedule.
In your first 30 days, you will complete our training program which includes:
Acquiring Your Life and Health License
Attending Virtual Trainings and Completing Field Trainings
Marketing and Growing the Foundation to Your Business
Developing Lead Systems and Creating a Business Plans
Identifying First Clients and Business Partners
You will be assigned multiple mentors to guide you along your journey as you grow more and more independent.
Virtual Live Weekly Training
Our firm hosts live weekly trainings twice a week on Tuesday evenings and Saturday mornings (outside of normal business hours). All associates are expected to attend these sessions as they are foundational to your success in this business.
Outside of the live weekly trainings, we offer additional product training, mentorship, leadership development, and business courses throughout the month.
Who Are We Looking For? Someone With..
Legality, Ethics, and Morality
Entrepreneurial-Minded/Self-Starters
Interest in Finance, Money, & Investments
Leadership Skills / Wanting Growth
An Ambitious, Go-Getter Attitude
Great People Skills and Public Speaking
Customer Service (Client Relations)
Requirements
Background Check & Clean Record
USA Citizen with Valid Social Security Number
At Least 18 Years of Age
High Level of Integrity and Moral Compass
****Able to Complete Licensing in 30 Days****
$30k-43k yearly est. 60d+ ago
Patient Financial Services Representative 4 - Insurance Follow Up
Inova Health System 4.5
Remote banking services clerk job
Inova Health is looking for a dedicated Patient Financial Services Representative 4 - Insurance Follow Up to join the team. This role will be full-time day shift from Monday - Friday, 8:00am - 5:00pm, Remote Role
Remote Eligibility: This position is eligible for remote work for candidates residing in the following states - VA, MD, DC, DE, FL, GA, NC, OH, PA, SC, TN, TX, WV
The Patient Financial Services Representative 4 performs the duties of a Patient Financial Services Representative 3 and is responsible for the timely and accurate editing, submission, and/or follow-up of assigned claims. Processes claim for multiple payer types (i.e. Commercial, Managed Care, Blue Cross, Medicare, Medicaid, etc.) and ensures that all assigned claims meet clearinghouse and/or payer processing criteria. Ensures appropriate follow-up on assigned work lists while meeting all departmental productivity and quality review standards. Informs management of issues and potential resolutions regarding problems with the claims process. Provides support, education, and guidance to team members while performing duties, as assigned, in the absence of the supervisor or manager.
Inova is consistently ranked a national healthcare leader in safety, quality and patient experience. We are also proud to be consistently recognized as a top employer in both the D.C. metro area and the nation.
Featured Benefits:
Committed to Team Member Health: offering medical, dental and vision coverage, and a robust team member wellness program.
Retirement: Inova matches the first 5% of eligible contributions - starting on your first day.
Tuition and Student Loan Assistance: offering up to $5,250 per year in education assistance and up to $10,000 for student loans.
Mental Health Support: offering all Inova team members, their spouses/partners, and their children 25 mental health coaching or therapy sessions, per person, per year, at no cost.
Work/Life Balance: offering paid time off, paid parental leave, and flexible work schedules
Patient Financial Services Representative 4 Job Responsibilities:
Ensures that all clean claims are submitted the day they are received, submitted via the appropriate medium, and with all required attachments. Serves in the place of the supervisor or manager in their absence.
Resolves complex issues either through individual actions or by coordinating information/actions of other team members, Patient Accounts staff, other hospital departments, or at the payer level. Seeks assistance from supervisor when needed.
Ensures that claims are reviewed, corrections are identified/made or resolutions are initiated within 24 hours from the date that claims are received. Identifies the need for and provides support/guidance to other team members to promote their efficiency and productivity.
Handles complex and/or highest dollar accounts while providing appropriate follow-up based on established protocol or SRGs.
Ensures appropriate and timely documentation of all account activity while appropriately handling all correspondence within 48 hours of receipt.
Documents activity in HealthQuest and TRAC and ensures that documentation is professional, appropriate, accurately depicts actions performed, and is in accordance with departmental quality review standards.
Works payer response reports and rejection reports while ensuring they meet departmental productivity and quality review standards. Maintains knowledge of payer requirements, UB-92 standards, system (Hospital, clearinghouse, payer) functionality, and hospital policies and procedures.
Takes direction from management to resolve issues in addition to providing support, education, and guidance to team members. Performs duties, as assigned, in the absence of the supervisor or manager.
May perform additional duties as assigned.
Minimum Qualifications:
Education: Associate Degree or an additional three years of experience appropriate to the position under consideration
Experience: 3 years of Experience in revenue cycle, finance, customer service or data analytics
Preferred Qualifications
Expertise in Insurance Follow-Up highly preferred.
Proficiency in hospital billing systems (e.g., Epic) and insurance verification portals.
Insurance & Compliance Knowledge: Extensive understanding of Medicaid, Medicare, commercial insurance, and self-pay policies. Familiarity with HIPAA regulations and hospital financial assistance programs.
Analytical & Problem-Solving Skills: Ability to analyze patient accounts, identify discrepancies, and resolve billing or insurance issues effectively.
$30k-41k yearly est. Auto-Apply 3d ago
Entry -Level Financial Services Representative
Munger Agency
Remote banking services clerk job
About Us The Munger Agency is a fast -growing financial services organization focused on helping individuals and families plan for a more secure future. We believe in empowering motivated individuals to take control of their careers while making a meaningful difference in the lives of others. Our team is remote -first, growth -driven, and dedicated to mentorship and professional development.
Job Summary
We are looking for self -motivated, coachable individuals who are ready to launch a long -term career in financial services. In this role, you'll connect with clients, identify their needs, and guide them through personalized financial solutions. No experience is required-we provide complete training and support to help you succeed from day one.
Key Responsibilities
Communicate with prospective clients who have requested information
Understand individual needs and provide tailored recommendations
Manage your schedule, client follow -ups, and personal goals independently
Work within a team -focused environment that values learning and collaboration
Participate in regular training and mentorship to improve performance
What We Offer
Work -from -home flexibility with full -time or part -time options
Complete training and hands -on mentorship
A supportive and growth -oriented team culture
Clear path to advancement and leadership opportunities
Requirements
What You Need
Strong communication skills and a desire to help others
Self -discipline and a high level of personal responsibility
Willingness to learn and adapt in a fast -paced environment
Comfortable working independently and remotely
Must be 18 or older and authorized to work in the U.S.
$27k-41k yearly est. 60d+ ago
Commercial New Construction Plumbing Account Representative
Shafer Troxell & Howe LLC
Banking services clerk job in Frederick, MD
Job Description
Job Responsibilities
Execute established annual sales plans to achieve revenue targets.
Conduct a minimum of 4-5 sales calls per day, at least 3 days per week.
Generate a minimum of 2-3 quotes per day to prospective customers.
Maintain a proactive follow-up process to meet follow up requirements.
Participate and engage actively in daily huddles, monthly virtual/live meetings, and activity reviews.
Become proficient with our customer relationship management (CRM) system, and ensure accurate maintenance of customer base data.
Build strong collaborative relationships with cross-functional teams outside of the sales department, with a particular focus on the sales support team in estimating and project management.
Required Qualifications
Strong mechanical aptitude or a keen interest in mechanical systems.
Previous experience in outside sales, preferably in the plumbing or mechanical equipment industry.
Experience in managing and nurturing long-term client relationships, ensuring repeat business and continuous engagement.
Ability to maintain fairness and professionalism in interactions with internal and external customers.
Proven capacity to manage stress, resolve conflicts, and effectively handle issues.
Comfortability working independently, with the self-discipline to stay organized, set priorities, and meet deadlines without constant supervision.
Strong work ethic with a commitment to aligning with business needs and core values.
Excellent verbal and written communication skills.
Analytical mindset with strategic thinking capabilities.
Sound judgment and decision-making skills.
Highly organized with proficient computer skills.
High school diploma or equivalent.
Clean driving record.
Preferred Qualifications
Degree in a relevant field such as Business, Engineering, Marketing, or Sales that provides a solid foundation in business principles and industry knowledge.
Prior experience in the plumbing or mechanical equipment industry, with a deep understanding of products, systems, and the specific needs of contractors in the construction sector.
Proven track record of meeting and exceeding sales targets consistently, showcasing a results-driven approach and the ability to perform in a competitive environment.
Knowledge of bidding processes and project management, helping to effectively collaborate with estimating and project management teams.
Familiarity with industry regulations and standards.
Strong presentation and product demonstration skills, with the ability to clearly explain technical information to customers.
Familiarity with NetSuite or similar CRM systems.
$34k-46k yearly est. 14d ago
Cloud Services Financial Specialist
Steampunk
Banking services clerk job in McLean, VA
We are seeking a Financial Specialist who will provide financial management, billing, and reconciliation support for cloud-related accounts and services. This role ensures the accurate setup, allocation, tracking, and reporting of expenditures and credits, while maintaining compliance with federal and organizational policies. The specialist will collaborate with project teams, principal investigators, researchers, and administrators to manage billing, cost allocations, and funding documentation.
The ideal candidate is a collaborative team player with strong problem-solving skills, able to work effectively under pressure and adapt quickly to changing priorities. They are customer service oriented, responsive, and capable of translating complex financial information into clear guidance. A quick learner with strong troubleshooting abilities and a proactive mindset will thrive in this fast-paced environment.
Contributions
Key Responsibilities:
Coordinate account setup, billing structures, and cost allocations with agency stakeholders, Cloud Service Provider (CSP) resellers, and internal departments.
Maintain accurate financial records and tracking of cloud expenditures, credits, and funding sources.
Reconcile monthly invoices, ensuring costs are properly allocated to grants, cost centers, or internal accounts.
Assist in developing and maintaining standard operating procedures (SOPs) for financial and billing processes.
Monitor cloud spending and usage, and provide regular reporting and analysis.
Identify and resolve billing discrepancies or funding allocation issues in coordination with stakeholders.
Stay current on policy updates, cost allocation rules, and credit usage guidelines.
Support audit requests, internal reviews, and data calls related to cloud financial management.
Contribute to continuous process improvement and financial compliance efforts.
Qualifications
Bachelor's degree
3+ years of experience in financial analysis, billing, cost accounting, or grants management.
Understanding of federal grant funding mechanisms and internal funding processes.
Experience supporting federal internal funding mechanisms, including preparation or execution of MOUs, IAAs, DCCs, or related funding documentation to establish billing and cost recovery processes.
Experience with financial systems such as Costpoint, Oracle, or similar ERP platforms.
Proficiency in Microsoft Excel and financial reporting tools.
Experience with Microsoft business analytics tools, such as Power BI
Familiarity with federal research administration or academic research environments.
Knowledge of cloud billing systems (AWS, Google Cloud, Azure) and federal research cloud programs.
Experience with grants management systems (e.g., eRA Commons).
Experience with acquisitions and contracts management.
Strong attention to detail, analytical, and organizational skills.
Excellent written and verbal communication abilities.
Ability to obtain and maintain a Public Trust clearance.
This position requires onsite three (3) days per week in Bethesda, MD.
About steampunk
Identity Statement
As part of the application process, you are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud.
Steampunk is a Change Agent in the Federal contracting industry, bringing new thinking to clients in the Homeland, Federal Civilian, Health and DoD sectors. Through our Human-Centered delivery methodology, we are fundamentally changing the expectations our Federal clients have for true shared accountability in solving their toughest mission challenges. As an employee owned company, we focus on investing in our employees to enable them to do the greatest work of their careers - and rewarding them for outstanding contributions to our growth. If you want to learn more about our story, visit *************************
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Steampunk participates in the E-Verify program.
We can recommend jobs specifically for you! Click here to get started.
$38k-70k yearly est. Auto-Apply 17d ago
Financial Service Specialist (Remote)
Holmes Investment & Accounting Services
Remote banking services clerk job
Are you looking for a rewarding and flexible career? HIAS has join the team with PFS to hire new Remote Financial Service Specialist!
As a Remote Financial Service Specialist, you will have the opportunity to make a positive impact on people's lives from the comfort of your own home.
NO PREVIOUS EXPERIENCE NECESSARY. We provide a training program that gets you paid while learning, to the right candidate who is motivated and eager to learn. This position is perfect for stay-at-home career seekers.
As a Remote Financial Service Specialist, you will:
Build relationships with clients and provide them with financial education and guidance.
Identify their needs and recommend appropriate solutions.
Assist clients in obtaining the necessary financial products and services.
Manage and grow your client base.
We are looking for candidates with:
Excellent customer service skills
An entrepreneurial mindset
Strong leadership and decision-making skills
The ability to develop, manage, and drive growth.
Access to internet or Wi-Fi connection
If you are 18 or older and pass a background check, we want to hear from you! Self-discipline, self-accountability, trustworthiness, and honesty are essential qualities we are seeking in our team members.
PFS provides:
Training to help you succeed
Coverage for all required pre-licensing courses and state licenses
Part-time or full-time flexibility
No quotas or caps on commissions
Stock opportunities
Residual income opportunities
Join us in the journey of financial empowerment!
Requirements:
18 years of age or older (This is a FEDERAL requirement)
Pass a background check (No felonies)
Self-discipline and self-accountability
Trustworthiness and honesty
$29k-45k yearly est. Auto-Apply 20d ago
Financial Services Representative
Primerica 4.6
Remote banking services clerk job
Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
$31k-39k yearly est. Auto-Apply 60d+ ago
Part-Time Bank Teller
Oak View National Bank
Banking services clerk job in Marshall, VA
GROW WITH US at Oak View National Bank!
At your community bank, we seek individuals who share our values of quality customer service and commitment to the community. We pride ourselves in employing diverse and dedicated banking professionals who want to provide the highest level of service to our customers.
We Offer:
Competitive compensation and benefits package
Opportunities to grow and advance
People-friendly work culture
Diverse and collaborative team environment
Community-focused mission and values
This position is PART-TIME, approximately 20-25 hours per week. Ideal candidates will have availability and some flexibility during the hours of M-Th 7:30-4:30, Fr 7:30-6:30, Sa 8:30-12:30. Friday and Saturday availability is required.
Essential Teller Functions:
Serves customers at a teller counter or desk, processing a variety of transactions using judgment within narrow limits regarding validity of transactions presented. Refers questionable transactions to the Branch Management.
Receives commercial and individual checking deposits, verifies cash and endorsements, enters computer data and issues receipts.
Accepts checks for cashing and paying, verifies endorsement, validity, and available funds, enters computer data, and presents payment.
Receives savings and club deposits; pays withdrawals after verifying balance and signatures.
Receives mortgage, installment loan, or any other loan payments, checking the date due and assessing late charges when applicable.
Complies with provisions of the Bank Secrecy Act. Completes Currency Transaction Report on large cash transactions, and reports same to the Branch Management.
Greets and assists or refers customers, in person or by phone, with any requested services, problems or concerns, in an efficient and courteous manner.
Processes night drop deposits and transactions.
Scans, processes and balances all transactions. Researches any discrepancies.
Strives to steadily increase knowledge of all bank products and services through reading, discussion, training , personal use, demonstration, on-the-job training, and self-motivated inquiry.
Performs any other duties that may be assigned by the Branch Manager or other managers; assists co-workers as needed in the spirit of team work.
Job Requirements:
High school diploma or equivalent, plus recent business, accounting, and/or cash-handling experience.
Strong attention to detail and organizational skills, with some exposure to balancing accounts/transactions and handling money.
Honesty, integrity, confidentiality, and ability to meet and deal with the public in sales and problem- solving situations.
Effective keyboard, computer, calculation, and communication skills.
Willingness, helpfulness, cheerfulness-all the attributes of a good team player.
Physical/Mental Requirements:
May be required to lift/carry up to 25 pounds of coin, computer paper, etc.
May be required to stand, or sit, for extended periods of time.
Must have visual acuity for continuous review of documents, currency, cash items, computer screen, reports, etc.
Must have manual dexterity for keyboarding, calculating, and cash handling.
Must remain calm and pleasant in all contact with customers and co-workers, in person or by phone.
Must be able to concentrate and pay attention to detail for extended periods of time.
Must possess good mathematical reasoning.
Oak View National Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected federal, state or local laws.
If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the recruiting process, please note in the application process.