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Relationship Banker - Washington DC Market - Bilingual Spanish Required
Bank of America 4.7
Finance representative job in Washington, DC
Washington, District of Columbia;Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia
**To proceed with your application, you must be at least 18 years of age.**
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Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
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.
**Responsibilities:**
- 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
**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 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.
**Desired Qualifications:**
- 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. Vietnamese or Spanish Preferred
- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
**Skills:**
- 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
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$25k-33k yearly est. 8d ago
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Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Finance representative job in Arlington, VA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$69k-128k yearly est. Easy Apply 60d+ ago
Financial Professional
Cornerstone Advisor Group 3.8
Finance representative job in Fairfax, VA
Job Description
Cornerstone Advisor Group (CAG) is seeking enterprising candidates who are motivated by their ability to make an impact in people's lives and help their clients do the planning needed to achieve their long-term financial goals.
Our team will guide an individual's drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself; you will be part of a growing company, where you drive your career and have an impact every day. Our partnerships mean you will be working in a culture where people matter and have for over 170 years. We believe that growth isn't just about numbers, it's about keeping promises to clients and each other.
The position is open immediately to an applicant who wants to grow their business, improve their clients' lives, and their families in obtaining a strong financial future.
Compensation:
$50,000 - $140,000 yearly
Responsibilities:
Guide clients in developing personalized financial plans that align with their long-term goals, ensuring they feel confident and secure in their financial future.
Collaborate with our team to deliver comprehensive financial advice, drawing on our 170 years of expertise to support your clients' unique needs.
Engage in continuous learning to stay ahead of industry trends, ensuring you provide the most current and effective strategies to your clients.
Build and maintain strong relationships with clients, fostering trust and open communication to better understand and meet their financial objectives.
Analyze clients' financial situations and recommend tailored solutions, empowering them to make informed decisions that enhance their financial well-being.
Lead client meetings with clarity and purpose, ensuring each interaction is productive and leaves clients feeling informed and valued.
Utilize our robust resources and partnerships to offer clients a diverse range of financial products and services, enhancing their financial portfolios effectively.
Qualifications:
The mindset of a capitalist and the heart of an altruist
High energy, a strong work ethic, and a positive, optimistic approach
A passion for helping people and a strong sense of mission
Confidence, resilience, humility, and total commitment to your work
Integrity and trustworthiness in everything you do
The desire to create your own success while making a meaningful impact in your community
Requirements:
Active Life Producer License in your state of residence (Virginia or West Virginia)
Proven ability to sell life insurance products and generate leads
Excellent phone skills, with the confidence to reach out to new prospects and clients
Business-driven mindset with a strong drive to succeed and grow a personal business
Strong interpersonal skills and the ability to connect with people from diverse backgrounds
Eagerness and willingness to learn and improve
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
$50k-140k yearly 5d ago
Registered Representative - State Farm Agent Team Member
Jose Herrera-State Farm Agent
Finance representative job in Arlington, VA
Job DescriptionBenefits:
Retirement Savings
Bonus based on performance
Competitive salary
Flexible schedule
Free food & snacks
Paid time off
Parental leave
Training & development
ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Jose Herrera - State Farm Agent, you will play a key role in helping customers protect what matters most by marketing and providing State Farms wide range of insurance and financial products. Your in-depth knowledge of insurance policies, investment options, and financial services enables you to take a consultative approach, educating clients on personalized solutions that fit their unique needs and goals. With strong interpersonal skills and attention to detail, you will build trusted relationships, guide clients through the application process, and ensure compliance with state and federal regulations. Your dedication to excellent customer service and financial stewardship makes you an essential part of a thriving State Farm agency.
RESPONSIBILITIES:
Provide investment options and consult securities
to customers.
Conduct financial needs analysis and recommend investment products.
Manage customers portfolios and provide ongoing support.
Stay updated on market trends and regulatory changes.
Conduct presentations and seminars on investment topics.
Maintain accurate records of transactions and customers interactions.
Ensure compliance with industry regulations and standards.
QUALIFICATIONS:
SIE, Series 6 & 63 license or Series 7 and other relevant certifications.
Strong knowledge of investment products and financial markets.
Communication and customer service skills.
Ability to build and maintain customers relationships.
Detail-oriented with strong analytical skills.
Proficiency with financial software and tools.
High ethical standards and professionalism.
$43k-81k yearly est. 4d ago
Registered Representative - State Farm Team Member
Alexander Brown-State Farm Agency
Finance representative job in Columbia, MD
Job Description
We are an award winning State Farm agency focused on fulfilling the needs of our customers and creating success for our team. My Unique Ability is empowering others to achieve their potential and strategizing simple solutions that build confidence in our shared future. We are unique as we have 3 locations across Maryland in Columbia, Catonsville and Pasadena.
If you have experience in the Financial Services industry, I invite you to apply for the position in my office. Only candidates who meet the following criteria will be considered for this role:
1. Must have an active Series 65 or 7 License and other relevant certifications. 2. Must be able to make the commute to our agency location in Columbia, Catonsville OR Pasadena, MD. This is an in-office position.
We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
Provide investment options and consult securities to customers.
Conduct financial needs analysis and recommend investment products.
Manage customers portfolios and provide ongoing support.
Stay updated on market trends and regulatory changes.
Conduct presentations and seminars on investment topics.
Maintain accurate records of transactions and customers interactions.
Ensure compliance with industry regulations and standards.
What we provide
Base Salary plus Commission/Bonus
Paid Time Off (Holiday, vacation and personal/sick days)
Valuable experience
Flexible Schedule
401K Matching
Group Life Insurance
Growth potential/Opportunity for advancement within my office
Requirements
Series 65 or 7 License
Financial Services Experience
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Excellent communication skills - written, verbal and listening
Proficiency with financial software and tools
High ethical standards and professionalism
Self-motivated
Ability to multi-task
Ability to effectively relate to a customer
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
$42k-80k yearly est. 2d ago
Private Client Banker - Oxon Hill (New build) - Oxon Hill, MD
Jpmorgan Chase & Co 4.8
Finance representative job in Oxon Hill, MD
JobID: 210702899 JobSchedule: Full time JobShift: Day Base Pay/Salary: Oxon Hill,MD $22.50-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$48k-112k yearly est. Auto-Apply 5d ago
Financial Services Representative State Farm Agent Team Member
Anh Nguyen-State Farm Agent
Finance representative job in Alexandria, VA
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
Job Title: Sales Representative Company: Anh Nguyen State Farm Agency About Anh:
Anh Nguyen State Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and families protect what matters most and achieve their financial goals. We take pride in providing exceptional customer service and building long-lasting relationships with our clients.
Focused on Life Insurance & Other Risk Management
Focused on Relocation of current State Farm customers
Competitive Auto and Homeowners Quotes
Double check Discounts Available
Exotic Travel Qualifier
Chairman's Circle Qualifier
President's Club Qualifier
Million Dollar Round Table Qualifier
Member of Alexandria Rotary Club
Member of Alexandria Chamber of Commerce
Focus in working with local business owners
Long time resident of Northern Virginia
Position Overview:
We are seeking a dynamic and motivated salesperson to join our team. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets.
Responsibilities:
Cultivate and maintain strong relationships with existing and prospective clients through effective communication and exceptional customer service.
Identify client needs and recommend appropriate insurance and financial products tailored to their individual circumstances.
Generate leads through networking, referrals, and marketing initiatives to expand the agency's client base.
Conduct thorough insurance policy reviews and provide guidance on coverage options and cost-saving opportunities.
Meet or exceed sales goals and performance metrics while adhering to company policies and procedures.
Qualifications:
Previous sales experience in insurance, financial services, or a related field is preferred but not required.
Excellent communication and interpersonal skills with the ability to connect with diverse clientele.
Strong work ethic and self-motivation to achieve personal and team objectives.
Ability to multitask, prioritize, and work effectively in a fast-paced environment.
Proficiency in basic computer skills and willingness to learn new technology platforms.
Must be able to obtain the Property and Casualty Insurance License
Must be bilingual Spanish or Vietnamese
Benefits:
Competitive base salary plus commission and bonus opportunities.
Comprehensive training and ongoing support to help you succeed in your role.
Career advancement opportunities within the agency and the broader State Farm network.
Paid time off and holidays.
How to Apply:
If you are passionate about helping others and thrive in a sales-driven environment, we want to hear from you! Please submit your resume and a cover letter outlining your relevant experience and language proficiency to [insert contact information].
Anh Nguyen State Farm Agency is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage individuals from all backgrounds to apply.
$28k-51k yearly est. 20d ago
Resume Bank
House Majority Pac
Finance representative job in Washington, DC
House Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority.Our comprehensive benefits package includes:
- Medical, dental, and vision; with 100% coverage for eligible staff and their eligible dependents.- Over 25 days of paid time off including; federal holidays, vacation days, and personal days.- Monthly stipends for transportation and cell-phone expenses.- 401k program with up to a 4% employer match.- and more!
House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$33k-74k yearly est. Auto-Apply 60d+ ago
Resume Bank
Ab Pac
Finance representative job in Washington, DC
This is a posting for American Bridge 21st Century's, a progressive research and communications organization dedicated to holding Republicans accountable for their words and actions, resume bank for future opportunities in its various Research, Communications, and Tracking Departments.
All positions will be based in Washington, D.C, unless otherwise noted within the specific posting.
American Bridge 21st Century PAC is an Equal Opportunity Employer. Applicants of diverse backgrounds are welcomed and encouraged to apply. We offer a competitive salary and a strong benefits package.
American Bridge 21st Century is a union employer, however not all postings will be within the bargaining unit. This will be noted accordingly in future postings.
$33k-74k yearly est. 60d+ ago
Private Client Banker - Chevy Chase - Washington, DC
JPMC
Finance representative job in Washington, DC
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$33k-74k yearly est. Auto-Apply 60d+ ago
Finance Intern
China Unicom Americas Operations Limited 3.8
Finance representative job in Herndon, VA
Job Description
Finance Intern
We are looking for a detail-oriented and proactive Finance Intern to join our team. This position offers a great opportunity to gain hands-on experience in daily financial operations, accounting processes, and financial reporting. The intern will work closely with the finance team to support various accounting tasks and contribute to process improvement initiatives.
Key Responsibilities:
Assist with daily bank account reconciliation, ensuring the accuracy and consistency between bank statements and accounting records.
Support the entry and verification of financial data, ensuring timely and accurate accounting.
Organize and maintain financial documents, vouchers, and reports in accordance with company policies.
Assist in the preliminary preparation and basic analysis of financial reports.
Provide support for other administrative and transactional tasks as required by the finance team.
Qualifications:
Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, or a related discipline.
Proficient in Microsoft Excel and other office software; experience with financial systems is a plus.
Fluent in English and Mandarin Chinese.
Strong attention to detail and a high sense of responsibility.
Good communication skills and a collaborative team player.
Quick learner with the ability to adapt to a fast-paced work environment.
China Unicom is one of the world's leading telecommunications companies, consistently ranked among the Fortune Global 500, having significant influence and market position in the industry. We commit to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability.
$30k-43k yearly est. 17d ago
(SETA) Business Financial Professional
CTC Group 3.1
Finance representative job in Fort Meade, MD
CTC Group is seeking Business Financial Professionals for SETA positions to assist in the execution of the Program's Budget through the creation/maintenance of spend plans, requisitions and their supporting documents.
Responsibilities
Assist with the validation/completion of Unliquidated Obligations (ULOs)
Assist the Government Business Contract Management Offices with conducting End of the Year activities and the completion of the Actual data calls
Enter requisitions in the NSA's financial management system that include all necessary information and documentation (PSC#, PAR, SPAT, BER#, Acq Sec# etc.)
In NSA's financial management system, prepare non-complex Military Interdepartmental Purchase Requests (MIPR) and Economy Act Orders (EAO) and their associated requisitions.
Process incoming MIPRs and EAOs using standard BM&A process to ensure Agency acceptance.
Create and maintain spend plans in the Agency's financial management system to document Government-specified requirements
Modify requisitions and associated documentation to comply with Contracting's guidance to assist in the obligation of funds.
Assist Government Program Managers (GPMs) in tracking requirements through execution by tracking and monitoring requisitions through the approval and certification process and to the subsequent destination (either Contracting's database or the receiving entity).
Pull financial reports/data from Agency systems such as FACTS, CMIS, EDSS, and CDW.
Utilize established NSA acquisition and financial management policies, procedures, regulations and tools.
Requirements
Active TS/SCI with polygraph security clearance
Proficiency with Microsoft Excel to include creating formulas and pivot tables is required.
NSA's financial management system and its interfaces (currently FACTS, CMIS and CDW) experience is preferred.
Level 1 Qualifications
Four (4) years of DoD, IC, or 6 (six) years of combined DoD, IC and commercial experience in purchasing or finance required.
In lieu of two (2) years of experience, an undergraduate degree with a business focus is acceptable.
Level 2 Qualifications
Eight (8) years of DoD, IC, or ten (10) years of combined DoD, IC and commercial experience in purchasing or finance is required
A Bachelor's Degree with a business focus or related discipline is required.
In lieu of a degree, Program Management Professional (PMP) certification, Certified Defense Financial Manager (CDFM), or DAWIA Level I in Business/Financial Management and three (3) years of directly related experience for a total of eleven (11) years of DoD/IC purchasing/finance experience or thirteen (13) years of combined DoD, IC and commercial purchasing/finance experience may be substituted.
In lieu of certification, an additional two (2) years of directly related experience for a total of thirteen (13) years of DoD/IC purchasing/finance experience or fifteen (15) years of combined DoD, IC and commercial experience may be substituted.
Experience in the preparation of reports that reflect programs/project status in areas of cost, schedule and performance is required.
Experience in budget planning, budget preparation and budget execution for acquisition programs is required.
Proficiency with PowerPoint to include importing Excel data into presentations.
Level 3 Qualifications
Twelve (12) years of DoD, IC or fourteen (14) years of combined DoD, IC and commercial experience in purchasing or finance.
A Bachelor's Degree with a business focus or related discipline is required.
In lieu of a degree, Program Management Professional (PMP) certification, Certified Defense Financial Manager (CDFM), or DAWIA Level I in Business/Financial Management, and three (3) years of directly related experience for a total of fifteen (15) years of DoD/IC purchasing/finance experience or seventeen (17) years of combined DoD, IC and commercial purchasing/finance experience may be substituted.
In lieu of certification, an additional two (2) years of directly related experience for a total of seventeen (17) years of DoD/IC purchasing/finance experience or nineteen (19) years of combined DoD, IC and commercial purchasing/finance experience may be substituted.
Experience in the preparation of reports that reflect programs/project status in areas of cost, schedule and performance is required.
Experience in budget planning, budget preparation and budget execution for acquisition programs is required.
NSA's financial management system and its interfaces (currently FACTS and CMIS) experience is preferred.
Proficiency with Microsoft Excel to include creating formulas and pivot tables is required.
Proficiency with PowerPoint to include importing Excel data into presentations.
Pay Information
The final salary may be influenced by various factors, such as location, labor categories, experience, education, and/or certifications. CTC also provides a variety of benefits as well as opportunities for continuous education and development.
The estimated salary range for this position is $80,000 - $155,000.
#CJ
Why CTC Group?
As a Service-Disabled Veteran-Owned Small Business (SDVOSB), we recognize that successful partnerships are based on open and direct communication, mutual respect, and the ability to adapt to evolving capabilities. Our cleared employees bring decades of experience supporting customers in the Intelligence and Defense communities. We specialize in providing engineering, technical, operational support, and training services to Federal government, and Mission Operations.
CTC Group provides a comprehensive benefits package that includes, but is not limited to, Health/Dental/Vision, 401k, PTO and holiday pay, disability and life insurance. To learn more about our benefits, click here.
CTC Group provides equal employment opportunities to all employees and applicants without regard to race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, physical disability, genetic information, mental disability, age, military status or status as a Vietnam-era or special disabled veteran, marital status, registered domestic partner status, gender (including sex stereotyping), medical condition (including, but not limited to, cancer related or HIV/AIDS related) or sexual orientation in accordance with applicable federal and state laws. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
$31k-56k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
David Munson Agency
Finance representative job in Bethesda, MD
I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential. You will have a chance to learn how to market products and manage a business first hand while participating in my focused program to develop and enhance your skills and experiences. This could be the start of an exciting, challenging and fun career!
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Work with the agent to establish and meet marketing goals.
Use a customer-focused, needs-based review process to educate customers about insurance options.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Health benefits
Profit sharing
401K
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement in my agency
Signing Bonus up to $
Learning to market property/casualty, life, health, bank and mutual fund products
Setting sales and growth goals
Working closely with the agent to gain an understanding of the agents role and office logistics
Learning how to network effectively
If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process.
State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.If you choose to pursue an agency opportunity, you will need to apply and go through the regular State FarmInsurance Companies agentselection process
$30k-54k yearly est. 28d ago
Financial Advisor - Springfield, VA
Navy Federal Credit Union 4.7
Finance representative job in Springfield, VA
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
Proven ability to prospect and grow and established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
Effective interpersonal, verbal, and written communications skills
Effective planning, organizational, time management and problem-solving skills
Effective skill building relationships through rapport, trust, diplomacy, and tack
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
Experience in business development to include market strategy, product demonstration and promoting products and services
Experience consulting with customers to assess their financial status and identify investment needs
Effective knowledge of investment and insurance products
Effective knowledge, to interpret industry related laws and government regulations
Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid)
Location: 6225 Brandon Ave Ste 140, Springfield, Virginia 22150
Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
Conducts local seminars and member engagement events to grow book of business
Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
Establish, maintain, and develop business relationships with members and internal/external sources
Execute customer and broker purchase/sales orders of securities for current/new clients
Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
Monitor, track and report performance of individual sales plans and assigned strategies for leadership
Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
Perform other duties as assigned or appropriate
$55k-75k yearly Auto-Apply 5d ago
Financial Services Representative - State Farm Agent Team Member
Isabel Thao Nguyen-State Farm Agent
Finance representative job in Fairfax, VA
Job DescriptionBenefits:
Life Insurance
Bonus based on performance
Opportunity for advancement
Paid time off
Parental leave
Training & development
ROLE DESCRIPTION:
As a Financial Advisor with Isabel Nguyen State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
Active SIE, Series 6, Series 63 and Series 65.
WHAT WE OFFER:
Base salary + commission
An existing book of business
In-person role with strong growth potential
Supportive team and positive work environment
If you're passionate about helping clients with their financial planning, we want to meet you!
$28k-51k yearly est. 7d ago
Financial Services Representative I
Andrews Federal Credit Union 4.2
Finance representative job in Suitland, MD
When you choose a job at Andrews Federal Credit Union, you give yourself the opportunity to grow, advance and make a difference. Andrews Federal is a mission-driven financial institution that focuses on giving members the tools they need to reach their financial goals.
We are continually developing our team of dedicated employees who are ready to serve. To create and retain this elite workforce, we offer highly competitive compensation and benefits plans, including highly desirable features like:
12 Paid Holidays a Year, Including Your Birthday
Retirement Plans - 401(k) with a 6% Match
Childcare Stipend up to $2600 to assist Working Families
Discount on Lending Products.
Tuition Reimbursement and Career Development Programs and Opportunities
Employee Assistance Program - 24/7 Support for Families
Affordable Healthcare Plan including Medical, Dental, Vision, and Rx
Employer paid Long Term Disability, Life Insurance, and AD&D
Short-Term Disability
Vacation Leave and Sick Leave
Free Parking
Purpose of Position
The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service, and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organizations core values.
Essential Duties
Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deductions options, and other related services.
Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs.
Responds to member's requests, problems, and complaints and/or directs them to the proper person for specific information or assistance.
Build positive relationships with other lines of business by interacting with other business units.
Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs.
Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies.
Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization.
Volunteer for SEG sign-ups and other credit union activities.
Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Required KSAs
High school diploma or GED.
Must have 2 years experience in a sales/service role within the financial services industry or other types of retail businesses.
Excellent interpersonal, verbal and written communication skills.
Knowledge of how the financial markets impact the financial services industry and excel at representing Credit Union products and operations.
Minimal travel amongst branches may be required.
Physical Requirements
Ability to sit at a desk and computer for extended periods.
Ability to lift up to 20 pounds.
Pay Range
$21.25 to $27.00
In accordance with the Americans with Disabilities Act, requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
$21.3-27 hourly 16d ago
Finance and Accounting Summer Intern
Mele Associates 4.1
Finance representative job in Rockville, MD
MELE Associates is offering internships to qualified applicants Finance and Accounting.
You will partner with a MELE mentor and join us as a member of the team, gaining professional development through hands-on learning opportunities both with daily tasks and ad-hoc projects. You will be immersed in MELE culture, working in a hybrid office setting and enjoying a culture of collaboration, teamwork, and growth. You will experience cross-functional collaboration, teamwork, and growth.
ESSENTIAL FUNCTIONS
Professionalism & Work Ethic:
Punctuality and consistent attendance.
Adherence to company policies and confidentiality agreements.
Respect for deadlines and quality expectations.
Collaboration & Communication:
Active participation in team meetings and discussions.
Ability to communicate effectively with team members and supervisors.
Responsiveness to feedback and willingness to improve.
Problem-Solving & Initiative:
Willingness to ask questions and seek clarification.
Ability to analyze challenges and suggest solutions.
Enthusiasm for learning and contributing beyond assigned tasks.
QUALIFICATIONS
Current student pursing associate or bachelor's degree
Solid Microsoft Outlook, Teams and Excel experience
Extensive attention to detail and organization in physical and digital environments
Ability to handle a fast-paced environment and often changing priorities
Strong commitment to see a task through to completion
Excellent verbal and written communication skills
LOCATION: This position is hybrid in Rockville, MD with minimum 3 days in office.
COMPENSATION: This internship may be offered in one of the following formats, depending on the role:
Academic Credit Internship:
This internship is structured to support academic credit through an accredited educational institution and does not include monetary compensation.
Compensated Internship:
This internship is offered as a professional experience role and includes monetary compensation. These roles are not eligible for academic credit. The applicable compensation is $18/hr.
About MELE Associates, Inc.
With over 300 employees and offices in Rockville, MD, Washington, DC, and Albuquerque, NM, MELE is a veteran and minority-owned government contractor empowering its customers with innovative solutions for more than three decades. MELE has team members located across the U.S. and has served more than a hundred countries across hundreds of project locations. The company offers technical, engineering, and programmatic support expertise to a host of U.S. federal and international agencies, including, but not limited to, the Department of Energy, the Department of Defense, the Department of Homeland Security, the Department of Justice, INTERPOL, and the International Atomic Energy Agency. MELE's services include National Security and Intelligence, CBRNE Defense and Security, Facility Management and Engineering, Law Enforcement and Emergency Response Training, Technical, Analytica, and Program Management Support, and IT/Cybersecurity.
MELE Associates, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. MELE Associates, Inc. is an E-Verify employer.
$18 hourly 22d ago
Cloud Services Financial Specialist
Steampunk
Finance representative 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.
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$38k-70k yearly est. Auto-Apply 4d ago
Financial Services Representative
Freedom Federal Credit Union 4.2
Finance representative job in Forestville, MD
The Freedom Federal Credit Union Difference
Freedom Federal Credit Union believes that a great member experience begins with a great team member experience. We value our team members not just for their talent, but also for the difference they make to our members and the communities we serve. We strive to help our team members live up to their fullest potential, and, with that in mind, provide each of them with a healthy, safe, and positive, yet challenging, work environment. A positive work-life balance, personal growth, purposeful work, and recognition of accomplishments are an essential part of what we offer. We're looking for people to join our team, who share our vision and passion to make a positive financial impact on our members' lives. If you're ready to take the next step, join Freedom to truly make a difference.
Starting rate for this role is $20/hour (rate is commensurate with experience).
This position is eligible for an incentive program of $25 per Guaranteed Asset Protection (GAP) policy or Mechanical Breakdown Protection (MBP) policy sold on vehicle loans.
Summary:
The Freedom Federal Credit Union Financial Services Representative I (FSR I) is responsible for delivering exceptional member service by identifying members' financial needs and providing them with suitable financial products and services. This role involves a combination of sales, customer service, and operational tasks aimed at enhancing member satisfaction and contributing to the growth of the credit union.
Essential Duties & Responsibilities:
Member Service:
Greet members and visitors in a friendly and professional manner.
Address member inquiries regarding account information, transactions, and credit union products and services.
Resolve member issues and complaints promptly and effectively.
Sales:
Identify opportunities to cross-sell and up-sell credit union products and services, such as savings accounts, loans, credit cards, and insurance.
Meet or exceed individual and branch sales targets.
Conduct product presentations and explain the benefits and features of credit union offerings.
Account Management:
Open new member accounts, including savings, checking, and certificate accounts.
Process loan applications, provide loan information, and follow up with members throughout the loan process.
Assist members with account maintenance, including address changes, stop payments, and direct deposits.
Transactional Duties:
Perform teller duties such as cashing checks, accepting deposits, processing withdrawals, and handling payments.
Balance cash drawers and reconcile discrepancies.
Process wire transfers and other financial transactions accurately and efficiently.
Compliance and Risk Management:
Adhere to all credit union policies, procedures, and regulatory requirements.
Maintain confidentiality and security of member information.
Identify and report suspicious activities in compliance with anti-money laundering (AML) regulations.
Team Collaboration:
Work closely with other team members to ensure a cohesive and efficient branch operation.
Participate in branch meetings and contribute ideas to improve branch performance and member satisfaction.
Administrative Tasks:
Maintain accurate records of member interactions and transactions.
Prepare and submit reports as required by management.
Keep abreast of changes in credit union products, services, policies, and procedures.
Knowledge, Skills, and Experience
Customer Service Orientation
Sales Skills
Communication Skills
Attention to Detail
Problem-Solving Abilities
Technical Proficiency
Time Management
Team Collaboration
Required Experience
High School Diploma or equivalent; associate or bachelor's degree in finance, business, or a related field preferred.
Minimum 1-year previous experience in customer services, cash handling, and sales; Previous experience in banking or financial services preferred.
Knowledge of credit union operations and financial products.
Proven experience in sales and member service with a track record of achieving targets.
Ability to work flexible hours, including weekends, as needed.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations, and explanations with members, direct and indirect reports, and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance.
COMPANY INFORMATION:
Freedom Federal Credit Union is a community-chartered federal credit union offering consumer financial services to those who live, work, volunteer, worship, attend school, or have family in Harford, Baltimore, & Carroll Counties as well as Baltimore City. Additionally, Freedom offers a full line of banking services for all businesses, associations, and other organizations that are based in those same locations. To learn more, visit freedomfcu.org.
Freedom Federal Credit Union offers competitive compensation, and our benefit offerings include:
Paid time off Accrual of 17 days in 1st year of employment
11 paid holidays with an extra floating holiday for your birthday
Medical, Dental, and Vision coverage - Single and Family options available
Supplementary Health Benefit offerings including Critical illness insurance, Accident Insurance, and Hospital Indemnity Plans
Life and AD&D Insurance, Short-Term and Long-Term Disability Plans
401k Retirement Plan with employer match options after 1 year, potential for additional discretionary contribution from the organization each year
Tuition Reimbursement options of up to $5,250 each year
Freedom Federal Credit Union conducts credit, bond, and background checks. All new hires must present evidence of authorization to work in the US. Freedom Federal Credit Union participates in the E-Verify program. Freedom Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected Military/Veteran status and will not be discriminated against based on disability.
If you are a disabled applicant and cannot apply online, please contact Freedom directly at ***************************** for assistance.
$20 hourly Auto-Apply 7d ago
Financial Services Representative
Freedomfcu
Finance representative job in Forestville, MD
The Freedom Federal Credit Union Difference
Freedom Federal Credit Union believes that a great member experience begins with a great team member experience. We value our team members not just for their talent, but also for the difference they make to our members and the communities we serve. We strive to help our team members live up to their fullest potential, and, with that in mind, provide each of them with a healthy, safe, and positive, yet challenging, work environment. A positive work-life balance, personal growth, purposeful work, and recognition of accomplishments are an essential part of what we offer. We're looking for people to join our team, who share our vision and passion to make a positive financial impact on our members' lives. If you're ready to take the next step, join Freedom to truly make a difference.
Starting rate for this role is $20/hour (rate is commensurate with experience).
This position is eligible for an incentive program of $25 per Guaranteed Asset Protection (GAP) policy or Mechanical Breakdown Protection (MBP) policy sold on vehicle loans.
Summary:
The Freedom Federal Credit Union Financial Services Representative I (FSR I) is responsible for delivering exceptional member service by identifying members' financial needs and providing them with suitable financial products and services. This role involves a combination of sales, customer service, and operational tasks aimed at enhancing member satisfaction and contributing to the growth of the credit union.
Essential Duties & Responsibilities:
Member Service:
Greet members and visitors in a friendly and professional manner.
Address member inquiries regarding account information, transactions, and credit union products and services.
Resolve member issues and complaints promptly and effectively.
Sales:
Identify opportunities to cross-sell and up-sell credit union products and services, such as savings accounts, loans, credit cards, and insurance.
Meet or exceed individual and branch sales targets.
Conduct product presentations and explain the benefits and features of credit union offerings.
Account Management:
Open new member accounts, including savings, checking, and certificate accounts.
Process loan applications, provide loan information, and follow up with members throughout the loan process.
Assist members with account maintenance, including address changes, stop payments, and direct deposits.
Transactional Duties:
Perform teller duties such as cashing checks, accepting deposits, processing withdrawals, and handling payments.
Balance cash drawers and reconcile discrepancies.
Process wire transfers and other financial transactions accurately and efficiently.
Compliance and Risk Management:
Adhere to all credit union policies, procedures, and regulatory requirements.
Maintain confidentiality and security of member information.
Identify and report suspicious activities in compliance with anti-money laundering (AML) regulations.
Team Collaboration:
Work closely with other team members to ensure a cohesive and efficient branch operation.
Participate in branch meetings and contribute ideas to improve branch performance and member satisfaction.
Administrative Tasks:
Maintain accurate records of member interactions and transactions.
Prepare and submit reports as required by management.
Keep abreast of changes in credit union products, services, policies, and procedures.
Knowledge, Skills, and Experience
Customer Service Orientation
Sales Skills
Communication Skills
Attention to Detail
Problem-Solving Abilities
Technical Proficiency
Time Management
Team Collaboration
Required Experience
High School Diploma or equivalent; associate or bachelor's degree in finance, business, or a related field preferred.
Minimum 1-year previous experience in customer services, cash handling, and sales; Previous experience in banking or financial services preferred.
Knowledge of credit union operations and financial products.
Proven experience in sales and member service with a track record of achieving targets.
Ability to work flexible hours, including weekends, as needed.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations, and explanations with members, direct and indirect reports, and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance.
COMPANY INFORMATION:
Freedom Federal Credit Union is a community-chartered federal credit union offering consumer financial services to those who live, work, volunteer, worship, attend school, or have family in Harford, Baltimore, & Carroll Counties as well as Baltimore City. Additionally, Freedom offers a full line of banking services for all businesses, associations, and other organizations that are based in those same locations. To learn more, visit freedomfcu.org.
Freedom Federal Credit Union offers competitive compensation, and our benefit offerings include:
Paid time off Accrual of 17 days in 1st year of employment
11 paid holidays with an extra floating holiday for your birthday
Medical, Dental, and Vision coverage - Single and Family options available
Supplementary Health Benefit offerings including Critical illness insurance, Accident Insurance, and Hospital Indemnity Plans
Life and AD&D Insurance, Short-Term and Long-Term Disability Plans
401k Retirement Plan with employer match options after 1 year, potential for additional discretionary contribution from the organization each year
Tuition Reimbursement options of up to $5,250 each year
Freedom Federal Credit Union conducts credit, bond, and background checks. All new hires must present evidence of authorization to work in the US. Freedom Federal Credit Union participates in the E-Verify program. Freedom Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected Military/Veteran status and will not be discriminated against based on disability.
If you are a disabled applicant and cannot apply online, please contact Freedom directly at ***************************** for assistance.
How much does a finance representative earn in Alexandria, VA?
The average finance representative in Alexandria, VA earns between $25,000 and $95,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Alexandria, VA
$49,000
What are the biggest employers of Finance Representatives in Alexandria, VA?
The biggest employers of Finance Representatives in Alexandria, VA are: