Finance service representative jobs in Bowie, MD

Ready to make a real impact? As a Financial Services Representative, you'll be the friendly face members trust and the expert who helps them reach their financial goals. Every day brings something new-from opening accounts and processing transactions to uncovering ways members can save, borrow, and thrive. What You'll Do: Create amazing experiences for every member who walks through the door Help members find the right accounts, loans, and financial solutions Handle day-to-day transactions with accuracy and confidence Support loan applications and keep members updated along the way Work with a supportive team that celebrates wins and drives results together Stay sharp on products, policies, and new opportunities to serve members better What Makes You Great for This Role: A passion for helping people and delivering standout service Confidence in recommending products that truly meet member needs Strong communication, attention to detail, and problem-solving skills Comfortable learning new systems and juggling multiple tasks Experience in customer service, sales, or cash handling (banking is a plus!) If you're energized by helping people, love working in a fast-paced environment, and want to grow your financial career, this role is your perfect launchpad. Build relationships that matter-one member at a time!

One Physics is seeking a full-time Client Services Representative to join our growing team based out of Towson, Maryland or Dallas, Texas. One Physics has been certified as a "Great Place to Work" 3 years in a row as well as "Best Workplaces in Healthcare" in 2022 and 2023 by Fortune. One Physics employees enjoy the support and flexibility of their roles while exhibiting a passion for excellence in all areas of their work. We create a culture where employees feel valued and ensure our communities are receiving the best-in-class treatment they deserve. Position Summary The Client Services Representative plays a key role in ensuring client satisfaction by coordinating equipment testing and physics surveys, managing physicist schedules, and maintaining client compliance. This position requires exceptional organization, communication, and customer service skills, along with the ability to manage multiple priorities in a fast-paced environment. Principal Accountabilities and Core Responsibilities Scheduling Coordination Proactively reach out to clients to schedule equipment testing and physics surveys. Respond to phone calls and emails from clients, coordinating with physicists to schedule site visits. Coordinate physicists' monthly schedules to ensure all site visits are completed on time. Maintain and update information in Microsoft Dynamics 365, reporting issues, assisting with testing in UAT, and training new users. Enter and update client data, contracts, and site visit information in Dynamics 365. Run and analyze reports to ensure all site visits are accurately scheduled and completed. Schedule and track emergency site visits, ensuring accurate billing and documentation. Provide callers with information or refer them to the appropriate staff member. Support cross-functional teams by gaining knowledge of One Physics systems, business logic, and industry practices. Quote & Purchase Order Management Generate and provide quotes for service add-ons and clients requiring purchase orders (POs). Acquire and track receipt of POs to ensure all necessary approvals and documentation are in place. Enter new customers into client service software and update contract information in Dynamics 365. Collaborate with clients and internal teams to ensure accurate billing and timely service authorization. Report Management Review reports for accuracy, detail, and thoroughness prior to distribution. Distribute reports to clients in a timely manner and on an ad hoc basis when required. Maintain organized electronic copies of reports, ensuring accurate filing within the company's shared electronic folders. Run periodic audits to confirm reports are distributed, filed, and archived according to company standards. Qualifications & Required Skills Proven ability to meet goals and deadlines in a professional environment. Strong organizational, problem-solving, and decision-making skills. Exceptional attention to detail. Ability to build and maintain strong working relationships with clients and team members. Excellent listening, empathy, and communication skills. Ability to multi-task and adapt in a fast-paced, dynamic environment. Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Strong written and verbal communication skills. Experience with CRM systems (preferably Microsoft Dynamics 365) is a plus. Education & Experience Bachelor's degree preferred. Minimum 2 years of client service or customer service experience required. Experience in a professional office environment; scheduling or coordination experience preferred. Proficiency in Microsoft Office applications. CRM experience is a plus. Final offer amounts are determined by multiple factors, including geographic location, as well as candidate experience, education level and expertise. If you have questions on compensation, please ask your recruiter. After receiving a conditional employment offer, candidates must complete additional job-related screening processes as permitted or required by applicable law. We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class.

Shared Services Advisor Schedule: Hybrid (Onsite 3 days/week) Experience: 1-5 years Business Unit: HR Shared Services Center - Leave Management The Shared Services Advisor provides support, guidance, and issue resolution across multiple HR shared services functions. This role is focused on ensuring smooth leave-management operations, managing employee inquiries, and coordinating with internal stakeholders and external vendors to maintain compliance and efficiency. Key Responsibilities Employee Support & Communication Serve as the primary point of contact for employees following vendor approval of disability claims. Respond to inbound calls and conduct outbound calls to provide information, clarify processes, and offer guidance. Case Management Manage employee-submitted cases, including those requiring detailed research, complex information gathering, and comprehensive responses. Ensure timely and accurate resolution of inquiries. Reporting & Data Accuracy Generate reports to support operations and compliance activities. Conduct data validations to ensure accuracy and integrity. System & Record Management Review and update employee statuses and other HR data within Oracle HCM. Maintain accurate and compliant documentation. Vendor & Stakeholder Coordination Collaborate with vendors, contractors, and internal HR advisors involved in disability claim processing and payments. Ensure alignment across partners and timely completion of tasks. Required Skills & Qualifications Knowledge of shared services operating models and operational efficiency best practices Strong analytical and problem-solving skills, with a focus on process improvement Excellent verbal and written communication skills, with a consultative approach Understanding of compliance, regulatory requirements, and HR policy standards. About Seneca Resources: Seneca Resources is client driven provider of strategic Information Technology consulting services and Workforce Solutions to government and industry. Seneca Resources is a leading IT services provider with offices in Reston, Virginia, Alabama and Columbia, Maryland that service clients throughout the United States. The key to our success lies within our strong corporate culture which drives our business. We challenge our staff through engaging work, and we reward our staff through competitive compensation, extensive professional training, and excellent opportunities for career advancement. In turn, we look for only the best and brightest to join our team. We are an Equal Opportunity Employer and value the benefits of diversity in our workplace.

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 ***************************

Job Description We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country. SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades. DUTIES AND RESPONSIBILITIES: · Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily. · Sources new sales opportunities through inbound and outbound prospecting calls and emails. · Understands accounts, identifies key players and generates interest. · Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth. · Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements. · Prepares and sends valuable offers daily. · Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers. · Executes timely and accurate trades based on market data, movement and prices. · Provides competitive market intelligence and insights to prospects and customers. · Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis. · Purchases product for various types of sales. · Handles inbound calls and provides callers with product and service information. · Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests. · Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required. · Maintain and review sales and profit goals on a regular basis · Participates in daily sales meetings and other various team meetings. · Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members. · Attends outings, shows and conventions as directed by management. · Submits customer sponsorship requests to management in a timely manner. · Provides management with suggestions that will improve our company. · Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions. · Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs. · Performs other related duties as assigned by management. SUPERVISORY RESPONSIBILITIES: · This job has no supervisory responsibilities. QUALIFICATIONS: · Computer skills required: Microsoft Office Suite o 4+ years' experience in sales or a related field (experience in building materials a plus). o Excellent written and oral communication skills. o Strong team player, work ethic and commitment to job. o Excellent interpersonal skills. o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers. o Ability to multi-task in a fast-paced environment. o Ability to work closely with peers on team orientated goals. o Ability to follow company directives and instruction. PHYSICAL DEMANDS AND WORK ENVIRONMENT: Occasionally required to stand. Occasionally required to walk. Continually required to sit. While performing the duties of this job, the noise level in the work environment is usually quiet and moderate. The employee must occasionally lift and/or move up to 10 pounds.

Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office. Core responsibilities include, but are not limited to: As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to: Global Trading Execution and Strategy * Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios * Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader * Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones * Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk * Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers * Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform Strategic Relationships and Market Intelligence * Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives * Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools * Stay current on global market structure developments, regulatory changes, and trading innovations * Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps * Serve as escalation contact for colleagues with trade related questions that require complex solutions Trading Oversight and Governance * Assist with management of CSA budget and bundled research arrangements * Produce and be able to present on quarterly best execution and board reporting * Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires Qualifications * 10+ years of global equity trading experience across global markets and managing firm risk * Proven leader and self-starter requiring limited oversight * Ability to work rotational overnight shifts to support global trading operations * Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies * Collaborative and proactive mindset with strong interpersonal skills * Comfortable working in a fast-paced, deadline-driven environment * Familiarity with compliance regulations regarding best execution and fair allocation practices * Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses * Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred * Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics We are looking for individuals with the following characteristics: * Strategic thinker with a passion for global equity, capital markets, and ETFs * Demonstrable history of success in former roles * Flexible and adaptable * Detail oriented with strong analytical skills * Superior communication skills * Ability to maintain composure and focus through stressful situations * Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations * Easily viewed as a trustworthy and dependable team player * Self-confidence * Fair and balanced in negotiating complex situations * A focused, dedicated, entrepreneurial, open-minded personality Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role. Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. * Medical * Dental * Vision * Wellness program participation incentive * Financial wellness program * Fitness event fee reimbursement * Gym membership discounts * Colleague Assistance Program * Telemedicine Program (for those enrolled in Medical) * Adoption Benefits * Daycare late pick-up fee reimbursement * Basic Life & Accidental Death & Dismemberment Insurance * Voluntary Life & Accidental Death & Dismemberment Insurance * Short Term Disability * Paid parental leave * Group Long Term Disability * Pet Insurance * 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

We are seeking a detail-oriented Cloud Services Financial Specialist to support our FinOps strategy and implement scalable chargeback/showback models for cloud usage across the organization. The ideal candidate will work closely with Cloud Operations, Finance, and Business Unit stakeholders to ensure cloud spend transparency, cost optimization, and accurate financial reporting. Contributions Key Responsibilities: Coordinate account setup, billing structures, and cost allocations with agency stakeholders, Cloud Service Providers (CSPs), and internal departments. Support monthly, quarterly, and annual cloud budget forecasting and variance analysis. Partner with finance to integrate chargeback data into financial systems or billing processes. Assist with vendor management and contract analysis for cloud services. Track and report on key performance indicators (KPIs) related to cloud usage and financial impact. 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. 5+ years of experience in financial analysis, billing, cost accounting, or grants management. Must have prior government contracting experience. 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 FinOps principles and tools (e.g., CloudHealth, Cloudability, AWS Cost Explorer). Proficiency in Microsoft Excel and financial reporting tools. Familiarity with federal research administration or academic research environments. Knowledge of cloud billing systems (AWS, Google Cloud, Azure). 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. Preferred: Previous federal government experience. FinOps Certified Practitioner or equivalent certification. Experience with scripting or automation tools (e.g., Python, SQL, or cloud-native solutions). Familiarity with ITIL or project management frameworks (e.g., Agile, Scrum). Experience with financial systems such as Costpoint, Oracle, or similar ERP platforms. About steampunk Steampunk relies on several factors to determine salary, including but not limited to geographic location, contractual requirements, education, knowledge, skills, competencies, and experience. The projected compensation range for this position is $90,000 to $120,000. The estimate displayed represents a typical annual salary range for this position. Annual salary is just one aspect of Steampunk's total compensation package for employees. Learn more about additional Steampunk benefits here. 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 can recommend jobs specifically for you! Click here to get started.

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

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Signing bonus Training & development Tuition assistance ROLE DESCRIPTION: At the Scott McGrew Agency, we are more than just an insurance and financial services providerwe are a family. Our commitment to delivering customer-focused solutions drives everything we do. We pride ourselves on creating a warm, supportive atmosphere where clients and team members alike feel valued and empowered. Our goal is to be the one-stop solution for all insurance and financial needs, ensuring comprehensive and personalized service every step of the way. As a Registered Representative with my agency, you will successfully market the financial products that help manage everyday risks. Your proficient knowledge of our 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. Are you interested in owning your own business? This is a great way to become a successful Agent Aspirant. 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: 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 preferred but not required. Analytical and communication skills are a must. FINRA Series 6 and 63 licenses preferred. Life and Health license preferred.

Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Are you a dynamic and results-oriented individual with a passion for sales and customer service? Do you want to be part of a supportive team that values your contributions and offers excellent growth opportunities? Look no further! Chris Aguirre State Farm is seeking a Sales Representative to join our growing team. About Us: At Chris Aguirre State Farm, we take pride in being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have the backing of a renowned brand known for its integrity and reliability. Role and Responsibilities: As a Sales Representative at Chris Aguirre State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include: Sales and Consultation: Engaging with potential customers to assess their insurance needs and provide them with personalized insurance solutions that align with their requirements. Lead Generation: Proactively seeking new business opportunities through various channels, such as referrals, networking, and community involvement. Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have. Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers. Team Collaboration: Collaborating with our dedicated team to create a seamless customer experience and achieve collective sales targets. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and explain insurance concepts clearly. Customer-Centric: A strong desire to help customers and provide exceptional service that exceeds their expectations. Goal-Driven: A self-motivated individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not mandatory, familiarity with insurance products and industry practices will be advantageous. Bilingual Spanish Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office HOURS Weekdays 9AM - 5PM

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.

Job Details Branch 22 Allentown Rd - Suitland, MD Full TimeDescription 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. 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. Pay Range $21.25 to $27.00

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!

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Washington,DC $25.00 - $30.48 / hour

THE OPPORTUNITY: Develop rewarding, long-term therapeutic relationships with motivated, psychologically aware patients. Focus time and energy on your real passion for providing therapy and developing your skills as a clinician. Provide psychotherapy in a fee-for-service practice mainly to couples, but have opportunities to work with individuals. EMPLOYMENT TYPE: Full-time (30 direct clinical hours per week). ABOUT THE THERAPY GROUP OF DC Therapy Nerds Work Here. We recognize strengths and potential in our psychologists who we know make a profound difference and bring about lasting change. We love what we do. We get geekily excited to invest in and develop the infrastructure, technology, and outreach that is key to building and maintaining a thriving group practice. Psychotherapy transforms lives. We are an established practice in downtown DC celebrating over 20 years of serving our community. Consider joining us if you're seeking a long-term home in a group practice. Requirements SUCCESSFUL CANDIDATES SHOULD HAVE THE FOLLOWING: Excellent therapeutic rapport-building and interpersonal skills. Strong orientation for collegiality. Licensed (or licensed-eligible) in the District of Columbia. Committed to multiculturally competent practice. Interested in and experience working with gay, lesbian, bisexual, and gender-diverse clients. Commitment to working in a group practice. Benefits COMPENSATION AND FINANCIAL PERKS: Annual income starts at approximately $100,000. Dental, Vision, and Health Insurance 401k Match (after one year of employment) INTENTIONAL PRACTICE & PROFESSIONAL DEVELOPMENT PERKS: Ongoing case conference supervision group to continuously sharpen your clinical expertise. Opportunity to give back to our community and train tomorrow's leading practitioners by becoming involved with the Capital Therapy Project, our innovative low-fee psychodynamic therapy training institute.

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.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols Escalate banking related issues or business risks that require an in-depth evaluation Advise customers on various aspects of recommended and available financial options and services Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Desired Qualifications: Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration State Insurance license(s) 3+ years of experience in a licensed financial services position Customer service focus with experience handling complex transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations Ability to educate and connect customers to technology and share the value of self-service digital banking options Experience using strong business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Locations: Smoketown Plaza: 13716 Smoketown Rd Woodbridge, VA 22191 Salisbury Road: 131 Garrisonville Rd Stafford, VA 22554-1523 County Center: 12711 Marblestone Dr Woodbridge, VA 22191 Woodbridge Branch: 13891 Richmond Hwy Woodbridge, VA 22191 Dale City: 2876 Dale Blvd Woodbridge, VA 22193 Port Potomac: 16300 Navigation Dr Woodbridge, VA 22191 Tacketts Mill: 12771 Harbor Dr Woodbridge, VA 22192 *Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting. Posting End Date: 30 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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.