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  • Family Services Associate - Care Coordination & Resources

    Children's National Medical Center 4.6company rating

    Finance service representative job in Washington, DC

    A prominent pediatric healthcare provider in Washington is looking for a Family Services Associate to assist patients and families with issues related to illness and facilitate resource access. Responsibilities include coordinating care among medical teams, conducting screening interviews, and ensuring follow-up support. Candidates must hold a Bachelor's degree and ideally have experience in crisis situations. Bilingual abilities are preferred. This position offers a full-time work schedule with a competitive salary range of approximately $44,782.40 - $74,630.40. #J-18808-Ljbffr
    $44.8k-74.6k yearly 1d ago
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  • Sales Representative

    Mission Roofing

    Finance service representative job in Centreville, VA

    We're on the lookout for business partners who are ready to grow and hit their personal goals. We're over the typical 'sales pitch' job ads and the same old noise - it's time for something better. At Mission, you'll get the stability of a 9-to-5 with the excitement of unlimited earning potential. If you're driven, ambitious, and ready to build something real, let's make it happen. What Mission Has to Offer: Autonomy: We treat you like the adult you are. No micromanaging, just a supportive management team available when you need them. Flexibility: Your schedule is in your hands. Out in the work and enjoy time off when you want it. Teamwork: Collaborate with driven colleagues who enjoy working together and strengthening the team. Training: We pay you while you train, and we don't throw you to the wolves when you're done. Should You Apply? Previous experience needed? No Strong work ethic needed? Yes Do I need equipment? All needed equipment will be provided We kept this job description short and sweet, hoping you'll give it a good read before applying. We thought about adding a "secret code word" to make sure people actually read it, but we're going to trust that if you apply, you're genuinely interested. Look, we even put it in bold. Pickles. The following is required by law. Disclaimer: Note that earnings for Sales Representatives vary based on individual performance. We are an equal opportunity employer, committed to providing equal employment opportunities to all applicants and employees regardless of race, color, religion, sex, national origin, age, disability, genetic information, gender identity, sexual orientation, marital status, pregnancy, veteran status, or any other legally protected characteristic. We base our hiring decisions on qualifications, skills, and job-related experience. We adhere to all federal, state, and local laws regarding nondiscrimination in employment.
    $41k-77k yearly est. 1d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Finance service representative job in Arlington, VA

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $69k-128k yearly est. Easy Apply 60d+ ago
  • Corporate & Finance, Mid-Level Banking Associate

    Hogan Lovells

    Finance service representative job in Washington, DC

    Hogan Lovells is seeking mid-level associate to join our US banking and loan finance team. Located in the world's key financial hubs, Hogan Lovells' Finance practice operates one of the leading global practices with more than 450 lawyers located in 30 offices. Our multi-jurisdictional teams combine industry experience to provide an integrated service and capability to our clients, which include the world's leading financial institutions and companies. Our US banking and loan finance team is a fully integrated cross-office national practice that represents lenders, private equity sponsors and public and private companies, both domestically and abroad, in all aspects of lending transactions, including acquisition finance and asset-based lending. Associates on the US banking team will have opportunities to work on a highly varied portfolio of transactions for clients on both the borrower and lender side, including lines of credit for public and private companies, syndicated TLA/TLB transactions, direct lending transactions, note purchase agreement private placements, receivables financings, equipment financings and structured financings. Among other things, ideal candidates will have significant transactional experience in bank financing transactions and related UCC matters, strong interpersonal skills with the ability to interact effectively with sophisticated client teams, a commitment to excellence and a desire to contribute to a friendly and collegial culture within our corporate and finance group and firm as a whole. We have a strong preference for candidates to be located in our New York or Washington DC office but will also consider candidates with at least four years of directly relevant experience for our Denver office. A resume or CV is a must for our application system. We also encourage you to include a cover letter to tell us why you are interested in this position and a law school transcript (or the equivalent). Candidates for lawyer opportunities in the U.S. must have a law degree from an ABA-accredited law school and be a member of the Bar in the United States. All search firm submissions should be sent to ***********************************, Attn: Suzanne Hudgens, Lateral Associate Recruitment Manager, National. Submissions must include a resume and law school transcript. The expected base salary range for this role is $260,000 to $365,000 per year. This range reflects a good-faith estimate of pay at the time of posting; the actual compensation offered may vary depending on factors such as the candidate's qualifications. This position is eligible for additional forms of compensation, which may include annual performance bonuses and discretionary bonuses. Employees in this role are also eligible for benefits offered by the firm, subject to applicable plan terms and conditions, which currently include medical, dental, and vision insurance; a 401(k) retirement plan; and paid time off. Additional benefits may include relocation. Please review this link for more information regarding employee benefits in the United States. We will consider for employment qualified applicants with arrest and conviction records in a manner consistent with the requirements of applicable law, including the San Francisco Fair Chance Ordinance and City of Los Angeles Fair Chance Initiative for Hiring Ordinance. This job description sets forth the responsibilities of this position and may be changed from time to time as shall be determined. Hogan Lovells is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, age, national origin, disability, sexual orientation, gender identity or expression, marital status, genetic information, protected Veteran status, or other factors protected by law. Hogan Lovells complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact our Benefits Department at LeaveofAbsence_*******************.
    $59k-120k yearly est. Auto-Apply 10d ago
  • Part Time (30 Hours) Associate Banker, Benning Road and 17th Street NE Branch, Washington, DC

    JPMC

    Finance service representative job in Washington, DC

    We have a passion 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
    $59k-120k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    David Munson Agency

    Finance service representative job in Bethesda, MD

    I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential. You will have a chance to learn how to market products and manage a business first hand while participating in my focused program to develop and enhance your skills and experiences. This could be the start of an exciting, challenging and fun career! Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance options. As an Agent Team Member, you will receive... Salary plus commission/bonus Health benefits Profit sharing 401K Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement in my agency Signing Bonus up to $ Learning to market property/casualty, life, health, bank and mutual fund products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.If you choose to pursue an agency opportunity, you will need to apply and go through the regular State FarmInsurance Companies agentselection process
    $30k-54k yearly est. 22d ago
  • Automotive BDC Agent - Sales & Service (Franchise Dealerships)

    Sabmd LLC

    Finance service representative job in Sterling, VA

    High-Paying Automotive BDC Agent - Sales & Service | Easterns Automotive Group (Franchise Dealerships) Company: Easterns Automotive Group Location: Sterling, VA Easterns Automotive Group is expanding our franchise new-car operations (Hyundai, Nissan, and more) and seeking a high-energy BDC Agent to support both Sales & Service . You'll be the friendly, professional voice that helps customers schedule test drives, set service appointments, and stay connected to their dealership experience. This role is performance-driven -every quality conversation moves the needle, and top performers earn top pay . You'll work primarily inside our BDC, partnering closely with Sales Managers, Service Advisors, and store leaders across locations (with a focus on Nissan & Hyundai). Tools include VinSolutions CRM (core), with Mastermind and CDK experience considered strong pluses. Benefits When you join Easterns Automotive Group, you are not merely an employee but a valued member of a family that prizes your professional growth and well-being. Our extensive benefits package includes: Health & Dental Insurance: Ensuring the well-being of you and your family. Vision Insurance: Taking care of your eye health. Life & Disability Insurance: Providing financial security for you and your loved ones. Health Savings Account: Additional flexibility for your health care needs. 401(k) Matching: Contributing to secure your financial future. Paid Time Off & Parental Leave: Because we know life happens. Flexible Schedule: Balancing your work and personal life. Paid Training & Tuition Reimbursement: Invest in your continuous personal and professional development. Employee Discounts: Enjoy exclusive discounts on vehicles and services as our token of appreciation. Responsibilities Sales (BDC) Manage inbound/outbound calls, texts, and emails to set qualified test-drive appointments . Use VinSolutions to document every interaction, schedule follow-ups, and maintain pipeline hygiene. Reconnect with existing customers for trade-ins, lease renewals, and upgrade opportunities (Mastermind a plus). Coordinate with store leadership to ensure vehicle availability and timely customer updates. Service (BDC) Field inbound service calls/texts; triage concerns and schedule service appointments in alignment with shop capacity. Set expectations on drop-off/waiter , estimated timelines, diagnostic fees, and transportation/loaner policies. Send confirmations, reminders, and no-show recapture messages; keep customers informed on status changes. Document clear, concise concern notes (customer voice, mileage, warning lights) so Advisors can move fast in CDK . Customer Experience & Team Support Deliver a professional, courteous experience in every interaction. Maintain KPI discipline (answer rate, book rate, show rate, RO conversion for service, sold-through for sales). Collaborate with Sales Managers and Service Advisors to resolve issues and accelerate appointment conversion. Qualifications VinSolutions CRM proficiency (required or strongly preferred). Mastermind and CDK experience are strong pluses. Prior service call/appointment coordination experience (dealership or high-volume environment) preferred. Excellent phone, text, and email communication skills; professional, friendly tone. Organized, detail-oriented, and self-motivated with strong follow-through in a fast-paced setting. Previous BDC, call-center, or dealership experience (sales and/or service) preferred. Bilingual (English/Spanish) is a plus. Compensation Base Salary + Commission , with an earning potential of $44,000 - $88,000 per year .High-paying opportunity for top performers- your results determine your income .Includes paid training and continuous development from experienced leaders. If you're people-centric, organized, and ready to grow with a fast-paced, high-reward team, apply today and join the franchise group at Easterns Automotive Group- where performance pays and professionalism drives success.
    $44k-88k yearly Auto-Apply 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Kathy Schultze-State Farm Agent

    Finance service representative job in Frederick, MD

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Job Posting: Insurance Sales Representative (Future Owner Potential) Company: Kathy Schultze State Farm Location: Frederick, PA Kathy Schultze State Farm is looking for a motivated Insurance Sales Representative who aspires to become an agency owner in the future. Join our team in Frederick, PA, and embark on a rewarding career with one of the nation's leading insurance providers. Responsibilities: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers to ensure satisfaction. Provide prompt, accurate, and friendly customer service. Maintain a strong work ethic with a commitment to success each day. Participate in training and development programs to enhance sales skills and product knowledge. Requirements: Sales experience preferred; willing to train the right candidate. Excellent communication, interpersonal, and negotiation skills. Self-motivated and goal-oriented with a strong drive to succeed. Ability to work in a team environment. Desire to learn about insurance products and services. Must be eligible to obtain insurance licenses (we will assist with licensing process). Benefits: Competitive base salary plus commission and bonus potential. Comprehensive training and development programs. Health benefits package and retirement options. Paid time off and holidays. Opportunity for career advancement into agency ownership. How to Apply: If you are passionate about sales, customer service, and have a desire to grow into an agency owner role, we encourage you to apply for this exciting opportunity at Kathy Schultze State Farm. Please submit your resume and a cover letter explaining why you are interested in this position and your career goals. Join our team and start your journey towards becoming a successful insurance professional and agency owner! Kathy Shultze State Farm is an equal opportunity employer committed to diversity and inclusion in the workplace. About Kathy Schultze State Farm: Kathy Schultze State Farm has been serving the Frederick community for [XX] years, providing a range of insurance products including auto, home, life, and health insurance. We pride ourselves on delivering exceptional service and building long-lasting relationships with our customers.
    $30k-54k yearly est. 12d ago
  • Financial Services Representative State Farm Agent Team Member

    Anh Nguyen-State Farm Agent

    Finance service representative job in Alexandria, VA

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Job Title: Sales Representative Company: Anh Nguyen State Farm Agency About Anh: Anh Nguyen State Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and families protect what matters most and achieve their financial goals. We take pride in providing exceptional customer service and building long-lasting relationships with our clients. Focused on Life Insurance & Other Risk Management Focused on Relocation of current State Farm customers Competitive Auto and Homeowners Quotes Double check Discounts Available Exotic Travel Qualifier Chairman's Circle Qualifier President's Club Qualifier Million Dollar Round Table Qualifier Member of Alexandria Rotary Club Member of Alexandria Chamber of Commerce Focus in working with local business owners Long time resident of Northern Virginia Position Overview: We are seeking a dynamic and motivated salesperson to join our team. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets. Responsibilities: Cultivate and maintain strong relationships with existing and prospective clients through effective communication and exceptional customer service. Identify client needs and recommend appropriate insurance and financial products tailored to their individual circumstances. Generate leads through networking, referrals, and marketing initiatives to expand the agency's client base. Conduct thorough insurance policy reviews and provide guidance on coverage options and cost-saving opportunities. Meet or exceed sales goals and performance metrics while adhering to company policies and procedures. Qualifications: Previous sales experience in insurance, financial services, or a related field is preferred but not required. Excellent communication and interpersonal skills with the ability to connect with diverse clientele. Strong work ethic and self-motivation to achieve personal and team objectives. Ability to multitask, prioritize, and work effectively in a fast-paced environment. Proficiency in basic computer skills and willingness to learn new technology platforms. Must be able to obtain the Property and Casualty Insurance License Must be bilingual Spanish or Vietnamese Benefits: Competitive base salary plus commission and bonus opportunities. Comprehensive training and ongoing support to help you succeed in your role. Career advancement opportunities within the agency and the broader State Farm network. Paid time off and holidays. How to Apply: If you are passionate about helping others and thrive in a sales-driven environment, we want to hear from you! Please submit your resume and a cover letter outlining your relevant experience and language proficiency to [insert contact information]. Anh Nguyen State Farm Agency is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage individuals from all backgrounds to apply.
    $28k-51k yearly est. 14d ago
  • Financial Services Representative

    Bankatcity

    Finance service representative job in Martinsburg, WV

    Equal Opportunity Employer, Including Disability/Vets Summary Description Provides excellent customer service, ensuring that all customer needs are met. Manages lobby traffic and helps to reduce customer wait times. Serves as primary contact for resolving routine and complex problems on customer accounts. Demonstrates proficiency in handling a variety of tasks and responsibilities including the performance of the essential functions of a CSR as well as the ability to respond to the sales and service needs of bank customers. The amount of time spent performing each function varies based on the personnel and traffic of each branch location. Primary focus is meeting the immediate needs of bank customers, while also looking for opportunities to enhance and expand relationships. Essential Functions Consistently executes City's phone, platform and CSR service standards to provide excellent customer service Displays a positive and professional attitude at all times Actively promotes and sells the bank's products and services to prospective and existing customers by using City's customer conversation model to uncover customer needs Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes Maintains and balances a working cash supply Assists customers with routine maintenance and complex service issues; sees through to complete resolution Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals Develops and maintains customer relationships; actively seeks referral resources from existing customers Refers customers to other departments and business partners appropriately Maintains an up to date knowledge of bank products and services Maintains general knowledge of the competitive environment Completes all training within predetermined time limits Adheres to all bank regulatory, audit, and compliance policies and procedures Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job Position Requirements High school diploma or equivalent Demonstrated sales and service skills Ability to multi-task, organize, and prioritize to ensure excellent customer service Displays professional dress and demeanor Personal computer proficiency Cash handling experience preferred 1-2 years of retail banking experience preferred Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes review of the candidate's financial responsibility, character, and general fitness prior to placement in the role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements Work is generally performed indoors in environmentally-controlled conditions Typically the employee may sit to perform the work; however, there may be some standing, walking, bending and lifting 5-10 pounds Critical Skills / Expertise Excellent customer service and sales skills Excellent oral communication and listening skills Knowledge of (or the ability to learn) the bank's operating systems, policies and procedures
    $30k-54k yearly est. Auto-Apply 7d ago
  • Financial Services Representative - State Farm Agent Team Member

    Isabel Thao Nguyen-State Farm Agent

    Finance service representative job in Fairfax, VA

    Job DescriptionBenefits: Life Insurance Bonus based on performance Opportunity for advancement Paid time off Parental leave Training & development ROLE DESCRIPTION: As a Financial Advisor with Isabel Nguyen State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. Active SIE, Series 6, Series 63 and Series 65. WHAT WE OFFER: Base salary + commission An existing book of business In-person role with strong growth potential Supportive team and positive work environment If you're passionate about helping clients with their financial planning, we want to meet you!
    $28k-51k yearly est. 1d ago
  • Northwestern Mutual Financial Representative

    Northwestern Mutual-Frederick 4.5company rating

    Finance service representative job in Frederick, MD

    Job Description We are looking for a financial representative with a forward-thinking spirit and amazing customer service skills to join our fast-growing business and help clients achieve their financial goals. You'll help new customers navigate the financial process and help identify the right products that meet their needs. You'll be part of a system with access to a broad portfolio of unmatched products, powerful sales tools, and a large resource network so you can focus on activities that get results. To do your best work, our team gives you the training, support, and freedom you need to succeed in this role. If the thought of coming to work every day and making a positive impact on clients' lives motivates you, we'd love to get in touch. Who We Are: Recognized by FORTUNE as one of the “World's Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for more than 160 years and has a proven track record of financial success. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Compensation: $75,000 - $90,000 yearly Responsibilities: Determine each client's financial status to provide strategic recommendations for products, plans, investments, and other methods to help clients achieve their financial goals Expand our prospective customer base and market our financial products through referrals Provide continued excellent service by cultivating long-term relationships with clients and remain in mind should clients have new financial needs Stay abreast of any changes in the financial industry that may impact the clients in your portfolio Customize financial plans for each client based on their evolving financial needs Qualifications: Needs to have the ability to market and network with potential clients Demonstrates a strong work ethic and integrity with excellent communication and interpersonal skills Bachelor's degree in business administration, finance, or similarly related field is recommended but not required Willingness and eagerness to learn about the financial industry and our various products and offerings About Company Northwestern Mutual is ranked #109 on the Fortune 500 (2025) and has been helping individuals and businesses build lasting financial security for over 165 years. With nearly $700B in assets managed, $38B+ in annual revenue, and $2.4T of life insurance protection in force, we serve over five million clients with industry-leading insurance, investment, and financial planning solutions. We're also proud that 763 of our financial advisors were recognized on the 2025 Forbes America's Top Financial Security Professionals and Best-in-State list-reflecting the strength and credibility of the advisors who represent our firm. Our award-winning training and leadership development program supports 8,500+ advisors nationwide, combining expert mentorship, real-world practice support, and a modern digital experience so you can build a career that truly helps people plan for what matters most.
    $75k-90k yearly 8d ago
  • Banker Associate - Emerging Middle Market - Associate

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Washington, DC

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. **Job Responsibilities** + Champion a culture of innovation and a customer centric mindset + Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships + Find ways to drive new client acquisition in partnership with the bankers + Embrace a culture of respect, diversity and inclusion **Required Qualifications, Capabilities and Skills** + 3+ years in a similar banking, venture, credit or treasury role + Outstanding professional reputation and integrity + Strong leadership skills required + Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment + Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly + Extensive knowledge of products and services **Preferred Qualifications, Capabilities and Skills** + Bachelor's degree preferred + Superior knowledge of the market dynamics and its business environment preferred + Excellent problem solving, oral, and written communication skills JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Washington,DC $100,000.00 - $120,000.00 / year
    $23k-54k yearly est. 48d ago
  • Financial Services Representative State Farm Agent Team Member

    Chris Aguirre-State Farm Agent

    Finance service representative job in Kensington, MD

    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
    $30k-54k yearly est. 10d ago
  • Cloud Services Financial Specialist

    Steampunk

    Finance service representative job in McLean, VA

    We are seeking a Financial Specialist who will provide financial management, billing, and reconciliation support for cloud-related accounts and services. This role ensures the accurate setup, allocation, tracking, and reporting of expenditures and credits, while maintaining compliance with federal and organizational policies. The specialist will collaborate with project teams, principal investigators, researchers, and administrators to manage billing, cost allocations, and funding documentation. The ideal candidate is a collaborative team player with strong problem-solving skills, able to work effectively under pressure and adapt quickly to changing priorities. They are customer service oriented, responsive, and capable of translating complex financial information into clear guidance. A quick learner with strong troubleshooting abilities and a proactive mindset will thrive in this fast-paced environment. Contributions Key Responsibilities: Coordinate account setup, billing structures, and cost allocations with agency stakeholders, Cloud Service Provider (CSP) resellers, and internal departments. Maintain accurate financial records and tracking of cloud expenditures, credits, and funding sources. Reconcile monthly invoices, ensuring costs are properly allocated to grants, cost centers, or internal accounts. Assist in developing and maintaining standard operating procedures (SOPs) for financial and billing processes. Monitor cloud spending and usage, and provide regular reporting and analysis. Identify and resolve billing discrepancies or funding allocation issues in coordination with stakeholders. Stay current on policy updates, cost allocation rules, and credit usage guidelines. Support audit requests, internal reviews, and data calls related to cloud financial management. Contribute to continuous process improvement and financial compliance efforts. Qualifications Bachelor's degree 3+ years of experience in financial analysis, billing, cost accounting, or grants management. Understanding of federal grant funding mechanisms and internal funding processes. Experience supporting federal internal funding mechanisms, including preparation or execution of MOUs, IAAs, DCCs, or related funding documentation to establish billing and cost recovery processes. Experience with financial systems such as Costpoint, Oracle, or similar ERP platforms. Proficiency in Microsoft Excel and financial reporting tools. Experience with Microsoft business analytics tools, such as Power BI Familiarity with federal research administration or academic research environments. Knowledge of cloud billing systems (AWS, Google Cloud, Azure) and federal research cloud programs. Experience with grants management systems (e.g., eRA Commons). Experience with acquisitions and contracts management. Strong attention to detail, analytical, and organizational skills. Excellent written and verbal communication abilities. Ability to obtain and maintain a Public Trust clearance. This position requires onsite three (3) days per week in Bethesda, MD. About steampunk Identity Statement As part of the application process, you are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud. Steampunk is a Change Agent in the Federal contracting industry, bringing new thinking to clients in the Homeland, Federal Civilian, Health and DoD sectors. Through our Human-Centered delivery methodology, we are fundamentally changing the expectations our Federal clients have for true shared accountability in solving their toughest mission challenges. As an employee owned company, we focus on investing in our employees to enable them to do the greatest work of their careers - and rewarding them for outstanding contributions to our growth. If you want to learn more about our story, visit ************************* We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Steampunk participates in the E-Verify program. We can recommend jobs specifically for you! Click here to get started.
    $38k-70k yearly est. Auto-Apply 26d ago
  • Resume Bank

    House Majority Pac

    Finance service representative job in Washington, DC

    House Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority.Our comprehensive benefits package includes: - Medical, dental, and vision; with 100% coverage for eligible staff and their eligible dependents.- Over 25 days of paid time off including; federal holidays, vacation days, and personal days.- Monthly stipends for transportation and cell-phone expenses.- 401k program with up to a 4% employer match.- and more! House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $33k-74k yearly est. Auto-Apply 60d+ ago
  • Family Services Associate - Primary Care TheARC

    Children's National Medical Center 4.6company rating

    Finance service representative job in Washington, DC

    Family Services Associate - Primary Care (The ARC) Job Description: Assists patients and families to resolve issues related to illness, injury or hospitalization. Acts as a liaison among patients/families, medical and nursing staff, and external agencies. Performs screening interviews, assists with planning and implementation of interventions დაიწყ ensures appropriate follow‑up of services. Supports expansion of food insecurity resources at the ARC, including facilitating SNAP/WIC enrollments and managing the food pantry. Responds to social determinants of health screenings at Well Child visits. Work Schedule: Monday - Friday, 8:30 am - 5:00 pm. Location: THEARC, 1801 Mississippi Avenue SE, Washington, DC 20020. Salary Range: $44,782.40 - $74,630.40 (Full‑time). Qualifications Minimum Education: Bachelor's Degree (required). Minimum Work Experience: One year working with individuals in crisis situations (required). Required Skills/Knowledge: Bilingual ability preferred. Functional Accountabilities Delivers Patient/Family Focused Services: Complete screening interviews of patients and families utilizing hospital‑approved screening tools. Research appropriate resources in the hospital and community to assist patients and families; help families access and utilize those resources. Provide needed assistance, while respecting boundaries and setting appropriate limits. Make follow‑up contact with families, when appropriate, to monitor the outcome of interventions and to promote continuity of care (e.g., assisting with new and follow‑up appointments, hospital and community‑based referrals and applications). Coordinates Patient Care Responsibilities with Other Family Services Staff: Manage requests from patients and families for hospital or community resources. Assist families with applications and manage referrals to outside agencies in coordination with the medical team for financial assistance and other programs. Manage referrals to outside organizations as directed by social work and in coordination with the medical team. Assist Family Services staff with special projects, such as patient/family newsletters, Sibling Day, support groups, etc. Contributes to Effective Multidisciplinary Communication: Communicate with social work and/or medical team about patient care needs. Share verbally and in writing, relevant patient/family information with members of the treatment team. Document activities according to departmental guidelines in the electronic medical record. Participate in team meetings to address general and specific patient care issues. Optimizes the Use of Available Resources: Develop and maintain resource information for the department. Promote positive working relationships with community agencies. Serve as liaison between hospital and agency staff assisting families with resources. Identify gaps in services and research alternatives. Organizational Accountabilities Meet with Team Leader for supervision to discuss case material, professional role, and projects to complete. Meet with social work or child life partner to review work performed for individual patients and families. Participate in Family Service Team meetings and departmental staff meetings. Meet departmental requirements for chart recording, statistics, and other documentation and submit documents in a timely manner. Ensure that chart documentation is co‑signed by licensed Family Services staff member. Participate in departmental performance improvement activities. Core Competencies Customer Service - Anticipate and respond to customer needs; follow up until needs are met. Teamwork/Communication - Demonstrate collaborative and respectful behavior; partner with all team members to achieve goals; be receptive to others' ideas and opinions. Performance Improvement/Problem‑Solving - Contribute to a positive work environment; demonstrate flexibility and willingness to_constraint; identify opportunities to improve processes; make appropriate decisions using sound judgment; use resources efficiently; search for less costly ways of doing things. Safety - Speak up when team members exhibit unsafe behaviour; continuously validate and verify information needed for decision‑making; stop in the face of uncertainty and take time to resolve the situation; demonstrate accurate, clear and timely verbal and written communication; actively promote safety for patients, families, visitors and co‑workers. Equal Opportunity Statement Children's National Hospital is an equal opportunity employer that evaluates qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. The “Know Your Rights” poster is available here: Know Your Rights Pay Transparency Nondiscrimination Poster. Drug‑Free Workplace Children's National Hospital maintains a drug‑free workplace, prohibiting the illegal use, possession or distribution of controlled substances. Though recreational and medical marijuana are legal in the District of Columbia, the hospital maintains the right to enforce its drug‑free workplace policy and prohibits recreational or prescribed marijuana. #J-18808-Ljbffr
    $44.8k-74.6k yearly 1d ago
  • Banker Associate - Emerging Middle Market - Associate

    JPMC

    Finance service representative job in Washington, DC

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills
    $59k-120k yearly est. Auto-Apply 50d ago
  • Banker Associate - Emerging Middle Market - Associate

    Jpmorganchase 4.8company rating

    Finance service representative job in Washington, DC

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills
    $23k-54k yearly est. Auto-Apply 50d ago
  • Part Time Associate Banker Washington DC (20 Hours)

    JPMC

    Finance service representative job in Washington, DC

    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.
    $59k-120k yearly est. Auto-Apply 60d+ ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Broadlands, VA?

The average finance service representative in Broadlands, VA earns between $22,000 and $66,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Broadlands, VA

$38,000

What are the biggest employers of Finance Service Representatives in Broadlands, VA?

The biggest employers of Finance Service Representatives in Broadlands, VA are:
  1. Cornerstone Credit Union
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