Financial Planner & Analyst
Finance representative job in Saco, ME
Job Description
The FP & A reports to and works closely with the Director of Finance, performing Financial Planning and Analysis for the company. Scope of your work will include quarterly, annual, and long-term financial forecasting for both GAAP and Governmental cost accounting purposes. You will also work closely with program managers, engineers, operations, and senior management.
Job Responsibilities:
Perform financial scenario analyses
Analyze contract performance
Calculate estimates for contract completion
Prepare monthly reporting and government property reporting
Create and validate revenue forecasts and monthly reports
Prepare Estimate at Complete (EAC) audit workbooks
Establish integrated revenue forecasting process using over tine revenue recognition methodology
Support, analyze, and validate select contract EAC's
Develop allocation procedures within SAGE for reporting overhead and G&A expenses
Enhance current gross profit by customer and product line reporting and include analysis and recommendations
Orchestrate the budget and forecasting cycles by department and function
Report on monthly expense budget variances and make recommendations for improvement
Assist the Cost Analysts with annual government incurred cost submissions
What we need from you:
Bachelor's Degree in Finance, Accounting, or a related field OR an equivalent combination of education and experience
10+ years of experience performing key functions in accounting and financial reporting
3-5 years of experience in general accounting and finance in a manufacturing environment
Strong understanding of GAAP financial statements and accounting best practices
General understanding of cost accounting Demonstrably effective organizational and interpersonal skills
Strong personal organization, sensitive towards consistently meeting changing and challenging deadlines
Creative problem solver, in-tune with senior management
Extensive knowledge of Microsoft Excel
Experience working with collaborative ERP systems
Financial Planner with Support
Finance representative job in Portland, ME
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Regional Director Andrew Grande, Managing Director Rich Marooney, and Regional Director Jennifer Craig Join Our Growing Team in Massachusetts!
Regional Director Andrew Grande, Managing Director Rich Marooney, and Regional Director Jennifer Craig, along with their dedicated team, are excited to expand their established offices across New England and beyond! With substantial growth underway in our region, we are seeking experienced Financial Planners to join our team. This is a unique opportunity to play a vital role in shaping the future of our expanding business while making a meaningful impact in the local community. Together, we are committed to helping financial professionals thrive in a supportive, growth-oriented environment.
Our Mission and Vision:
We help advisors build a healthy advisory practice faster, and with less effort. We are driven by the vision of becoming an elite financial planning firm that leads with creative solutions to attract high-net-worth clients. By partnering with advisors, we help develop ideas that elevate their business and support them in building a more profitable practice.
Our Differentiators:
Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support.
Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.
Growth Opportunities: Buy books of business, build assets, or create a practice to sella rare path to long-term success.
Leadership and Management Potential: Earn additional bonuses by leading and developing teams.
FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you.
Business Development Services: Back-office and administrative support to free up your time for growth.
Flexible Work Options: Enjoy the freedom to choose from office, remote, or hybrid work arrangements, providing the flexibility to tailor your work environment to your needs while maintaining access to the tools and infrastructure necessary for success.
Community Support:
We are deeply committed to giving back to our community and supporting local causes. Our office has proudly supported Toys for Tots for over 10 years, collecting toys from both employees and clients. In addition, weve raised over $30,000 in the past three years for the American Cancer Society through participation in Relay for Life. Andrew also has a longstanding commitment to the Leukemia & Lymphoma Society, serving as a board member for a decade and currently as the Massachusetts state leader for their public policy and advocacy committee.
Meet Our Leaders:
Andrew Grande, Regional Director:
Andrew brings over a decade of industry experience and leads a growing practice across Massachusetts. Before joining Prudential, he had a successful career with Northwestern Mutual and New York Life, where he earned the 2021 Career Success Award and ranked #5 nationally for Rookie Partner of the Year. He also recruited 14 advisors with a 91% first-year retention rate and exceeded his performance target by 240%. Prior to that, Andrew owned a top-performing Allstate Insurance agency, ranked #1 in Massachusetts for customer satisfaction. He holds a B.A. in Economics from UMass Dartmouth and was a four-year starter on the football team. Andrew lives in Kingston, MA with his wife and three daughters and enjoys golfing, hockey, and supporting the Patriots.
Follow this link to meet Andrew on LinkedIn: *****************************************
Rich Marooney, Managing Director:
Rich brings 28 years of industry experience, having worked at various firms before joining Prudential six years ago. Before his transition to financial services, Rich was a Center Manager at UPS in Connecticut. Rich's journey to financial services was deeply personalafter the untimely death of his oldest son, Ryan, due to bone cancer, Rich made a conscious decision to advocate for financial responsibility to ensure families are prepared for unforeseen events like death or disability. Outside of work, Rich is passionate about golf and is proud of his son James, who currently plays professional hockey with the Adirondack Thunder, an ECHL affiliate of the NJ Devils. Richs other sons, Cody and Joey, also played NCAA Division 1 hockey (University of Alabama Huntsville and University of Minnesota).
Follow this link to meet Rich on LinkedIn: ********************************************
Jennifer Craig, Regional Director & Financial Planner:
Jennifer Craig, RICP, has advanced from financial advisor to Regional Director at Prudential Advisors since joining in 2010. She founded L.I.F.T. (Ladies in Finance, Together), a program that empowers female financial advisors using the N.E.W. model, which focuses on defining individual strengths. As a member of the Womens Program Planning Council and the DE&I Advisory Council, Jennifer plays a key role in shaping initiatives that support diversity and inclusion.
A dedicated advocate for women in leadership, Jennifer mentors other women in the industry, creating networks through efforts like the Her Story Podcast and Prudentials Womens Table Talk Series. Her leadership in financial services earned her a spot as a qualifying member of the Million Dollar Round Table in 2023. Jennifers work continues to inspire women to thrive in finance and leadership roles.
Follow this link to meet Jennifer on LinkedIn: **********************************************
With the Support of Prudential and LPL Financial:
As part of a Fortune 100 financial services firm and one of the top independent broker-dealers in the Fortune 500, Prudential and its broker-dealer partner, LPL Financial, provide unparalleled resources and support to help financial planners thrive. This partnership ensures access to advanced tools, proven strategies, and a national network of experts, empowering you to deliver exceptional client outcomes while achieving personal career growth.
Licensing and Education Requirements:
We seek individuals committed to professional development who either hold or are actively pursuing these licenses to grow their careers in financial services:
Series 7
Series 66
Life/Health Insurance License
4-year college degree (preferred)
Position Benefits and Compensation:
401(k) with matching contributions
Cash Balance Pension Plan
Pension enhancement for top financial professionals
Private office expense support
Competitive compensation and bonuses
Expressed payouts on Life Insurance & Annuity products
Deferred compensation plan for eligible financial professionals
Medical, dental, vision benefits & healthcare reimbursement account
Life insurance, accident insurance, and disability income insurance coverage
Mutual fund investment plan
Business programs and conferences
Join Us in Making an Impact!
We are a team dedicated to helping people achieve long-term financial security. If youre ready to make a difference and grow your career, consider joining Andrew, Rich, Jennifer, Prudential, LPL Financial, and our dedicated local team today!
Disclosure Statement: During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity.
Flexible work from home options available.
Private Client Banker - Maine Area
Finance representative job in Falmouth, ME
JobID: 210690912 JobSchedule: Full time JobShift: Day : 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: **************************************************************************
Auto-ApplyFinancial Solutions Advisor - Maine / New Hampshire Markets
Finance representative job in South Portland, ME
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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 providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
* Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
* Recommends banking and investments strategies that align with client financial goals and needs
* Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
* Mitigates and controls risk as part of daily activities
* Identifies and engages potential new clients through referrals or financial center clientele
* Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Schedule:
* Monday - Fridays and rotating Saturdays
Required Qualifications:
* Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
* Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
* Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Sets and accomplishes goals, achieving whatever you put your mind to.
* Builds and nurtures strong relationships.
* Collaborates effectively with others to get things done.
* Communicates effectively and confidently and is comfortable engaging all clients.
* Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
* Likes to learn, adapts to new information and seeks the right solutions for clients.
* Efficiently manages your time and capacity.
* Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
* Strong computer skills with an ability to multitask in a demanding environment.
* At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Obtained your insurance licenses.
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Student Financial Services Specialist
Finance representative job in Unity, ME
The Company
At Unity, sustainability isn't a buzzword. It's the foundation of our entire approach and has been for more than 50 years.
We apply sustainability principles to everything we do, from our properties around the State of Maine, to our online degrees offered to students everywhere, to our enrichment experiences and entrepreneurial endeavors at locations from northern Maine to Arizona to Brazil.
Engage with Unity College and you'll start to ask tough questions, challenge the status quo, and envision new possibilities. If taking the lead in creating a more sustainable future sounds like the future you want, we can make it happen.
The Position
The Student Financial Services Specialist (SFSS) supports the Director of Enterprise Student Financial Services through the administration and dissemination of Student Financial Services policies and procedures for Unity College students. This is a generalist position that is cross trained to serve all Sustainable Education Business Units (SEBUs) but will be dedicated to Hybrid Learning. This position is responsible for working directly with Unity College students to support them in managing their financial needs and requirements. The SFSS will manage and use student financial aid programs, financial aid information systems, billing software as well as report and retrieve information for program management and reports. Work will involve using Power-Faids Financial Aid Management System, CAMS Student Billing Components and CashNet.
Monitor program compliance with federal, state, and institutional policies through the use of system and quality controls.
Conduct student aid reviews including: needs analysis, budgeting, billing, packaging, verification, loan processing, certification, and tracking.
Counsel students individually or in groups on financial aid and student account matters such as application procedures, borrowing, employment, outside aid, other funding, payment plans and alternative funding.
Communicate with parents and/or students regarding the student billing process and payment options.
Coordinate the mailing of lender notifications-entrance and exit counseling, bills, and award letters.
Create, revise, and update publications, standardized letters, manuals, and forms used in student aid and student billing administration.
Review and maintain payment plans, and student files.
Perform soft collect outreach to students to assist with completing paperwork and payment options.
Coordinate the integration of student financial aid and billing processes for all SEBUs.
Please see attached job description for full list of roles and responsibilities.
Qualifications
The ideal candidate will possess a bachelor's degree and a minimum of 5-7 years job related experience and/or training; or equivalent combination of education and experience.
Basic knowledge of federal and state financial aid programs and a demonstrated commitment to student aid.
Basic knowledge of accounting and billing services.
Must be capable of independent judgement, highly motivated with strong organizational skills.
Must be flexible with good interpersonal skills.
Able to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Able to write reports, business correspondence, and procedures manuals.
Able to effectively present information and respond to questions from students, parents, staff, managers, and the general public.
Able to work with mathematical concepts such as probability and statistical inference. Able to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
The Location
Unity College has its Hybrid Learning campus in Unity, Maine. This position will be located at 90 Quaker Hill Rd. Unity, ME.
Benefits
Unity College offers a generous benefits package which includes medical, dental, vision, short term disability, long term disability, life insurance, PTO, and a company match on our 403b retirement plan. Waiting periods will apply.
To Apply
Interested and qualified candidates should click on the “Apply Now” button and submit a resume and cover letter.
At Unity College, we don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our students, and our community. Unity College is proud to be an equal opportunity workplace and is an affirmative action employer.
Auto-ApplyAdvisor, Finance Operations
Finance representative job in Augusta, ME
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Community Banker II
Finance representative job in Bangor, ME
Have you been thinking about working for a company that offers advancement opportunities, is more fulfilling, understands work-life balance, and where you can make a difference? Whether you are looking for your first job or thinking about a career change, Katahdin Trust Company could be the right fit for you!
When you join the Katahdin team, you will become a part of a growing organization committed to helping the communities we serve to grow and prosper. You will become a part of one of the "Best Places to Work in Maine," committed to helping our employees succeed. We will provide you with the tools, resources, and educational opportunities to foster and grow your career with us!
We offer a generous benefits package to include Health, Dental, Vision, Profit Sharing, 401(k) match, Employee Stock Ownership Plan, paid time off, and more!
Find yourself in banking and join Katahdin Trust!
We are currently accepting applications for a: Community Banker II, Springer Drive, Bangor
Responsibilities include:
* Learning the complete line of transactional duties
* Performing a wide variety of customer service functions
* Learning the Bank's products and services offered
* Learning and using all applicable bank software
* Display a strong commitment to customer satisfaction
* Responsible for establishing, growing, and retaining customer relationships as well as developing and fostering branch growth
Qualifications include:
* High school graduate or equivalent
* Excellent customer service skills
* Flexible and work well in a team environment
* Fully computer literate
* Prior banking experience preferred
* A clean criminal background history and satisfactory to Bank standards credit report are required
Private Client Banker - Maine Area
Finance representative job in Falmouth, ME
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: **************************************************************************
Auto-ApplyeBranch Financial Services Representative I
Finance representative job in Farmingdale, ME
Job Details Farmingdale, MEDescription
Builds and maintains strong relationships with our members and proactively explores current and future member needs. A thorough understanding of all deposit products and electronic delivery services allows the Representative to open new accounts, originate loan application requests, manage complex accounts, provide support and follow-up on inquiries, and resolve problems with the intention of exceeding member expectations. Acts as the primary liaison for member technical support with regard to the various electronic products and services.
*PLEASE NOTE: THIS IS AN ON-SITE, IN-PERSON POSITION. CANDIDATE MUST RESIDE IN STATE OF MAINE, POSSIBLE HYBRID OPPORTUNITY ONCE FULLY TRAINED*
Qualifications
The successful applicant will be a highly motivated, team oriented, positive thinker with a desire to provide exceptional service in a fast-paced environment. You should have a minimum of six months related experience (one or more years preferred). Also required are strong interpersonal, communication, and organizational skills; proven ability to establish and maintain
effective working relationships with all levels of staff and members; professional appearance; solid work ethic; reliable attendance; work accuracy and an ability to be detail oriented. A high school diploma or GED is required.
This position may require registration as a Mortgage Loan Originator (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry on an annual basis in addition to maintaining updates as needed. The Credit Union will pay the fees associated with registration as a MLO.
Benefits of Employment with Maine State Credit Union:
In addition to our world-class culture, a fun and supportive work environment and opportunities to learn and grow, our employees appreciate the work-life harmony they are able to achieve as part of our team.
We are also proud of the benefits we offer:
Employer-subsidized medical insurance plans, includes one plan with employer paid premiums of 100%
HSA - generous employer contribution
Employer funded HRA
Employer-subsidized Dental and Vision Insurance
100% employer paid - Life, Short-Term Disability and Long-Term Disability Insurance
Accident Insurance
Competitive wages, and annual evaluations with compensation adjustments
Generous 401(k) employer match, plus annual discretionary contribution
Generous PTO with immediate PTO accruals + 8 hrs of birthday PTO & 12 paid holidays
Paid Parental Leave
Education reimbursement - up to $5,000 annually for undergraduate degree
Opportunities to volunteer in our local communities
100% Employer Paid EAP which includes 6 free mental health sessions
Wellness Reimbursement of up to $150
Free coffee, tea, and hot chocolate and an abundance of food
#callcenter
Insurance Account Representative - State Farm Agent Team Member
Finance representative job in Portland, ME
Job DescriptionBenefits:
salary plus bonus
Company lunches
Work with an experienced agency; +70 years
Strong and supportive company culture
Pet friendly
Opportunity to grow into an agency owner
Opportunity for advancement
Paid time off
Training & development
Free food & snacks
401(k) matching
Profit sharing
ROLE DESCRIPTION:
Join Diane Newman's State Farm Agency and Make a Difference!
Step into a dynamic and rewarding role where youll play a vital part in connecting with and supporting our valued clients. Your responsibilities will include:
Building Strong Client Relationships: Develop meaningful connections by truly understanding each clients unique needs, concerns, and preferences, ensuring they feel heard, valued, and supported every step of the way.
Serving as a Trusted Liaison: Be the essential link between our customers and the agency, effectively communicating client needs to help align expectations and deliver outstanding service.
Engaging in Impactful Conversations: Dive deep into personalized discussions to uncover individual circumstances, enabling you to craft tailored insurance solutions that boost satisfaction and loyalty.
Driving Agency Growth: Your dedication to nurturing client relationships directly fuels the agencys success, encouraging retention and inspiring referrals that expand our community.
Enhancing Lives Through Personalized Service: By offering customized insurance options, you contribute to the security and peace of mind of every client, making a real difference in their lives.
This role offers a unique opportunity to advance your career while positively impacting your community. If you are an attentive listener, personable, and sales-driven, we would love to welcome you to our team!
RESPONSIBILITIES:
Educate and Empower Clients: Share clear, insightful information about our diverse insurance products and services to help clients make informed decisions that best protect their future.
Guide Clients Seamlessly: Support clients through every step of policy applications and renewals, ensuring a smooth and hassle-free experience.
Deliver Exceptional Support: Respond promptly and thoughtfully to client inquiries, providing reliable answers and personalized assistance whenever needed.
Ensure Precise Record-Keeping: Maintain meticulous and up-to-date records of all client interactions to guarantee consistent, high-quality service and follow-up.
QUALIFICATIONS:
1 year of experience doing in person office work is required.
Strong communication and interpersonal skills.
Multilingual speakers are encouraged to apply.
Detail-oriented and able to multitask.
Experience in customer service or sales preferred.
Life/Health and Property/Casualty license preferred.
Company Culture
We are a small local company with powerhouse support. Our customer relationships go back generations, with 2 generations of professionals totaling over 60 years of licensed experience here in the office.
Insurance Account Representative - State Farm Agent Team Member
Finance representative job in Norway, ME
Job DescriptionBenefits:
401(k)
401(k) matching
Company parties
Donation matching
Flexible schedule
Opportunity for advancement
Paid time off
Parental leave
ROLE DESCRIPTION:
As Insurance Account Representative - State Farm Agent Team Member for Justin Campbell - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Provide information about insurance products and services.
Assist customers with policy applications and renewals.
Handle customer inquiries and provide timely responses.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Experience in customer service or sales preferred.
Insurance Account Representative - State Farm Agent Team Member
Finance representative job in Eliot, ME
Job DescriptionBenefits:
License reimbursement
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Flexible schedule
Training & development
ROLE DESCRIPTION:
As Insurance Account Representative - State Farm Agent Team Member for Jake Rodden - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Provide information about insurance products and services.
Assist customers with policy applications and renewals.
Handle customer inquiries and provide timely responses.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Experience in customer service or sales preferred.
Insurance Account Representative - State Farm Agent Team Member
Finance representative job in Ellsworth, ME
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
About our Agency:
We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. We also like getting involved and giving back to the community that has cheered on our success! If you want to work in an environment that is fun, challenging, and rewarding, then Bill Tisdale - State Farm Agent may be the right fit for you!
Responsibilities:
Service existing customers and assist with processing new insurance applications
Prospect and initiate new business sales while building business referrals and cultivating relationships.
Execute, plan, and implement office processes
Maintain regular contact with customers, answer questions and make changes to existing policies.
Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs.
As an Agent Team Member, you'll enjoy:
Competitive compensation starting at $40,000-$45,000 and unlimited commissions, and bonus incentives.
Generous paid time off, affording you the opportunity to recharge and pursue personal interests.
Office hours of 8:30 am to 4:00 pm, with high flexibility for your lifestyle needs.
Abundant opportunities for career advancement and professional development within our agency.
Requirements:
Genuine interest in marketing products and services that align with customer needs and preferences.
Exceptional communication skills across all channels - written, verbal, and attentive listening.
Insurance Licensing Required but is provided from agency.
Proactive problem-solving abilities, ensuring swift resolutions for customer inquiries.
Collaborative spirit, thriving in a dynamic team environment.
Follow our office Mission Statement We learn what is important to the people in our community
and help them protect it.
How to Apply:
Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance sales, we want to hear from you!
********************
Bill Tisdale - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.
Personal Banker (Teller)- Kingfield Branch
Finance representative job in Kingfield, ME
Full-time Description
Skowhegan Savings Bank seeks an individual to join our Kingfield team as a Personal Banker. This onsite position is full-time (37.5-40 hours per week), schedule is Monday-Friday with occasional Saturday hours.
Position Summary:
Reporting to the Branch Manager, Personal Bankers provide excellent customer service in processing transactions such as deposits, withdrawals, check cashing, selling money orders, cashiers or travelers checks, processing loan/credit card payments and savings bond requests, handling cash advances and providing customers with both direct and telephone assistance. This position helps to build and maintain solid customer relationships. A Personal Banker understands the Bank's products and services and presents additional services as options to meet customer financial needs.
As the Personal Banker advances through their career and gains additional experience, the Personal Bankers III & IV are responsible for a full range of banking services with an emphasis on developing, building and retaining strong customer relationships for customers with basic deposit and lending needs. Personal Bankers III, process routine and complex teller transactions efficiently and accurately while meeting the Bank's Customer Experience standards and may have vault cash and ATM responsibilities. Contributes to the overall sales growth of the Bank by engaging in customer conversations to explore financial needs and goals and recommend solutions forming long-lasting customer relationships.
Core Personal Banker I Duties and Responsibilities:
Greets customers and facilitates a welcoming and customer-focused environment utilizing Integrity Customer Service principles.
Processes customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to established Bank policies and procedures.
Maintains acceptable cash balancing record.
Generates new business and expands relationships with current customers by cross-selling bank products and services and using High Definition Banking (HDB) techniques.
When opening new account HDB customer follow up procedures and guidelines will be adhered to.
Builds customer loyalty by developing relationships and offering exceptional customer service.
Responds to customer inquiries and concerns by researching and identifying positive solutions or referring to appropriate staff or department for resolution.
Maintains a thorough knowledge of and performs end-of-day activities including branch proof.
Removes deposits from, counts, and balances cash within the ATM's, recyclers and night depositories.
Prepares Currency Transaction Reports and other reports required by law or regulation and ensures compliance with all regulatory requirements, bank policy and procedures.
Maintains and ensures adherence to safety and security issues, policies and procedures.
Utilizes the Bank's Customer Relationship Management tool to manage customer relationships and make necessary referrals.
Attends and participates in training courses and workshops to advance products knowledge and customer service skills.
Attends various functions/community events to enhance the image and presence of the bank in the market area as required.
This position works in a rotating schedule on Saturdays as assigned
May train for other functions within the Personal Banker area.
Assumes additional responsibilities as assigned.
Requirements
Education and Experience:
Personal Banker I:
High School Diploma or equivalent GED required (exception for high school branch teller)
One year experience in retail banking, lending, sales, customer service and/or cash handling experience.
Skills and Abilities:
Excellent customer service skills.
Previous Teller and/or cash handling skills helpful.
Outgoing, assertive, confident and enthusiastic personality.
Strong multi-tasking and communication skills.
Excellent organizational skills and attention to detail.
Demonstrated personal computer literacy.
Must be dependable, flexible, a team player, professional and calm under pressure.
Ability to work with little supervision.
Working Conditions:
General office environment
Physical surroundings are generally pleasant and comfortable
Moderate lifting (to 35 lbs.) required. Moderate reaching, walking, sitting and standing required.
Personal Banker
Finance representative job in Turner, ME
Find your career at Androscoggin Bank! If you are looking for a role with upward mobility and a solid career path, with an institution that has a positive and unique culture, you might be our ideal candidate. At Androscoggin Bank, our retail team is the face of our bank, interacting with our clients and helping them with their financial needs. We understand how important our people are, and in turn, our people recognize the importance of our clients in every interaction.
The Personal Banker is an advanced level retail role, one in which you will be responsible for acquiring new business and personal relationships, cross selling, and generating referrals.
This 40 hours per week, full time position will be located in Portland, and includes some Saturday mornings (rotating coverage) until noon at our Gray, ME location.
Additional Responsibilities Include:
Exhibits and models professional behavior and appearance in both client and team communications, interactions and relationships at all times.
Demonstrated ability in onboarding new client relationships, opening all types of consumer and business accounts. Identifies client needs and refers to appropriate business lines including Mortgage, Treasury Services, Commercial, and Financial Services. Follows up to ensure client satisfaction.
Expand current client relationships and proactively seeking new business through quality client interactions.
Obtains and maintains a NMLS number. Works with clients to discuss, process and close basic consumer loans and HELOCs.
Actively participates in branch sales and action plans to achieve individual, branch, department and bank-wide goals. Will be expected to lead specific initiatives including outbound client calls and sales campaigns.
Collaborates with the Retail Manager/Assistant Manager to assist in growing the branch deposit base by maintaining superior sales and service skills and providing excellent client service on the full range of Bank products.
Coaches/mentors branch staff toward increased comfort and success in client conversations that build to sales or financial service referrals. Trains and coaches on effective use of the bank's Client Relationship Management System.
Provides a high level of customer service toward clients, including resolving complex client concerns when either the other team members are unable/ uncomfortable doing so or the client requires additional attention. Responsible for making (or guiding the team in making) appropriate and effective decisions in the absence of a Retail Manager or Assistant Manager.
Proactively supports the training effort in the branch including implementation and adherence to policies and procedures, training new staff and cross training existing staff on sales activities.
May support outside business development, to include making outside client calls.
Provides support to teller line activities as needed.
As needed, assists with opening and closing procedures as well as weekly branch schedule to insure that both client and employee needs are met.
Adheres to all security, audit and safety policies set forth by the bank following branch operational standards including proving the vault, drawer management and account opening & maintenance.
Complies with all banking related laws and regulations communicated to the employee through training and/or written correspondence and those requirements reflected in the Bank's policies and procedures applicable to the employee's duties and/or areas of responsibility. Protects all customer information and institution assets and complies with privacy and acceptable use policies.
Successfully meets assigned goals
Performs related duties as assigned.
Qualifications
High school diploma or general education degree (GED) required. Some post-secondary work preferred
3+ year of experience as a bank CSR at an advanced level.
Able to obtain and maintain a NMLS number
Demonstrated accuracy, knowledge and proficiency in Teller/CSR duties.
Proven communication and problem solving skills.
Desire and ability to coach and mentor others.
Ability to perform detail oriented work with a high degree of accuracy.
Ability to handle multiple priorities and tasks.
Proficient computer skills and ability to learn teller processing software
Demonstrates strong product knowledge through explaining features and benefits of each product/service.
Ability to identify customer needs, recommend applicable products/services and close the sale.
This position has great benefits, including paid time off, holiday pay, 401k participation with a generous match (we put money in your 401k even if you don't), and access to Androscoggin Bank's full insurance benefit package (medical, dental, vision, life, and disability).
Do you wish you could be more involved and connected in your company, beyond the level of your department? Androscoggin Bank offers that to you. Project teams, committees, events, in-house education, and more. It's an amazing place to work.
Not the perfect fit? See all our current job postings HERE
We are deeply proud that Androscoggin Bank recently achieved B Corp Certification. This means we'll continue to use profit to power our purpose, rather than serving as the purpose itself. We'll serve the best interests of our clients, our employees and our communities, while also honoring our environment. Learn more about it here - https://www.androscogginbank.com/bcorp/
Androscoggin Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status.
EOE/Minorities/Females/Vet/Disabled
Private Client Banker - Maine Area
Finance representative job in Falmouth, ME
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: **************************************************************************
Auto-ApplyAdvisor, Finance Operations (Medical Customer Rebates)
Finance representative job in Augusta, ME
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions
+ Calculation of rebates for accruals and payouts
+ Preparing audit packages and submit for approval
+ Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts
+ Provide detailed reporting for completed payouts
+ Validating GPO Admin fee data for monthly payouts
+ Own and manage any Admin Fee escalations to resolution
+ Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely
+ Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders
+ Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts
+ Maintain and enhance SOX internal control structure
+ Help support current payout and reporting requests and processes
+ Work with manager on more complicated customer and transaction activities
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred
+ Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP)
+ Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP 1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Financial Services Representative I
Finance representative job in Augusta, ME
Job Details Augusta, MEDescription
Builds and maintains strong relationships with our members and proactively explores current and future member needs. A thorough understanding of all deposit products and electronic delivery services allows the Representative to open new accounts, originate loan application requests, manage complex accounts, provide support and follow-up on inquiries, and resolve problems with the intention of exceeding member expectations. Acts as the primary liaison for member technical support with regard to the various electronic products and services.
Qualifications
The successful applicant will be a highly motivated, team oriented, positive thinker with a desire to provide exceptional service in a fast-paced environment. You should have a minimum of six months related experience (one or more years preferred). Also required are strong interpersonal, communication, and organizational skills; proven ability to establish and maintain
effective working relationships with all levels of staff and members; professional appearance; solid work ethic; reliable attendance; work accuracy and an ability to be detail oriented. A high school diploma or GED is required.
This position may require registration as a Mortgage Loan Originator (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry on an annual basis in addition to maintaining updates as needed. The Credit Union will pay the fees associated with registration as a MLO.
Maine State Credit Union - Members are our bottom line. Belong with us
Benefits of Employment with Maine State Credit Union:
In addition to our world-class culture, a fun and supportive work-environment our employees appreciate the work-life harmony they are able to achieve as part of our team.
We are also proud of the benefits we offer:
Employer-subsidized medical insurance plans, includes one plan with employer paid premiums of 100%
HSA - generous employer contribution
Employer funded HRA
Employer-subsidized Dental and Vision Insurance
100% employer paid - Life, Short-Term Disability and Long-Term Disability Insurance
Accident Insurance
Competitive wages, and annual evaluations with compensation adjustments
401(k) employer match, plus annual discretionary contribution
Generous PTO with immediate PTO accruals + 8 hrs of birthday PTO & 12 paid holidays
Paid Parental Leave
Education reimbursement - up to $5,000 annually for undergraduate degree
Opportunities to volunteer in our local communities
100% Employer Paid EAP which includes 8 free mental health sessions
Wellness Reimbursement of up to $150
Free coffee, tea, and hot chocolate and an abundance of food
Student Financial Services Specialist
Finance representative job in New Gloucester, ME
The Company
At Unity, sustainability isn't a buzzword. It's the foundation of our entire approach and has been for more than 50 years.
We apply sustainability principles to everything we do, from our properties around the State of Maine, to our online degrees offered to students everywhere, to our enrichment experiences and entrepreneurial endeavors at locations from northern Maine to Arizona to Brazil.
Engage with Unity College and you'll start to ask tough questions, challenge the status quo, and envision new possibilities. If taking the lead in creating a more sustainable future sounds like the future you want, we can make it happen.
The Position
The Student Financial Services Specialist (SFSS) supports the Director of Distance Education Financial Aid through the administration and dissemination of Student Financial Services policies and procedures for Unity College students. This is a generalist position that is cross trained to serve all Sustainable Education Business Units (SEBUs) but will be dedicated to Distance Education. This position is responsible for working directly with Unity College students to support them in managing their financial needs and requirements. The SFSS will manage and use student financial aid programs, financial aid information systems, billing software as well as report and retrieve information for program management and reports. Work will involve using Power-Faids Financial Aid Management System, CAMS Student Billing Components and CashNet.
Monitor program compliance with federal, state, and institutional policies through the use of system and quality controls.
Conduct student aid reviews including: needs analysis, budgeting, billing, packaging, verification, loan processing, certification, and tracking.
Counsel students individually or in groups on financial aid and student account matters such as application procedures, borrowing, employment, outside aid, other funding, payment plans and alternative funding.
Communicate with parents and/or students regarding the student billing process and payment options.
Coordinate the mailing of lender notifications-entrance and exit counseling, bills, and award letters.
Create, revise, and update publications, standardized letters, manuals, and forms used in student aid and student billing administration.
Review and maintain payment plans, and student files.
Perform soft collect outreach to students to assist with completing paperwork and payment options.
Coordinate the integration of student financial aid and billing processes for all SEBUs.
Perform outreach activities as assigned by the Director of Distance Education Financial Aid.
Attend required trainings to learn and maintain required skills to perform all duties for SFSS across all SEBUs.
Assist in supervision of work study students. Carries out supervisory responsibilities in accordance with the institution's policies and applicable laws.
Responsible for processing 1098-T's.
Review and process refunds to be submitted to the Business Office for payment.
Assist students with identifying options for payment plans and setting the students up in CashNet, etc.
Manage CashNet.
Perform reconciliation, reporting, consolidation and liquidation of Perkins loans.
Manage third party billing i.e. Veterans' Affairs, Outside Scholarships, etc.
Place billing holds on student accounts for non-payment.
Assists students with student insurance waiver process and provides list to insurer.
Please see attached job description for full list of roles and responsibilities.
Required:
Bachelor's degree and a minimum of 5-7 years job related experience and/or training; or equivalent combination of education and experience.
Basic knowledge of federal and state financial aid programs and a demonstrated commitment to student aid.
Basic knowledge of accounting and billing services.
Must be capable of independent judgement, highly motivated with strong organizational skills.
Must be flexible with good interpersonal skills.
Able to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Able to write reports, business correspondence, and procedures manuals.
Able to effectively present information and respond to questions from students, parents, staff, managers, and the general public.
Able to work with mathematical concepts such as probability and statistical inference. Able to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Extensive knowledge of computerized data base systems, word processing and spreadsheets.
The Location
Unity College has its Hybrid Learning campus in Unity, Maine. This position will be located at 49 Farm View Rd. New Gloucester, ME.
Benefits
Unity College offers a generous benefits package which includes medical, dental, vision, short term disability, long term disability, life insurance, PTO, and a company match on our 403b retirement plan. Waiting periods will apply.
To Apply
Interested and qualified candidates should click on the “Apply Now” button and submit a resume and cover letter.
At Unity College, we don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our students, and our community. Unity College is proud to be an equal opportunity workplace and is an affirmative action employer.
Auto-ApplyCommunity Banker I
Finance representative job in Presque Isle, ME
Have you been thinking about working for a company that offers advancement opportunities, is more fulfilling, understands work-life balance, and where you can make a difference? Whether you are looking for your first job or thinking about a career change, Katahdin Trust Company could be the right fit for you!
When you join the Katahdin team, you will become a part of a growing organization committed to helping the communities we serve to grow and prosper. You will become a part of one of the "Best Places to Work in Maine," committed to helping our employees succeed. We will provide you with the tools, resources, and educational opportunities to foster and grow your career with us!
We offer a generous benefits package to include Health, Dental, Vision, Profit Sharing, 401(k) match, Employee Stock Ownership Plan, paid time off, and more!
Find yourself in banking and join Katahdin Trust!
We are currently accepting applications for a: Community Banker I, Presque Isle
Responsibilities include:
* Learning the complete line of transactional duties
* Performing a wide variety of customer service functions
* Learning the Bank's products and services offered
* Learning and using all applicable bank software
* Display a strong commitment to customer satisfaction
* Responsible for establishing, growing, and retaining customer relationships as well as developing and fostering branch growth
Qualifications include:
* High school graduate or equivalent
* Excellent customer service skills
* Flexible and work well in a team environment
* Fully computer literate
* Prior banking experience preferred
* A clean criminal background history and satisfactory to Bank standards credit report are required