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Family Services Associate - Primary Care TheARC
Children's National Medical Center 4.6
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.
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$44.8k-74.6k yearly 2d ago
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Customer Service Representative
Arata Expositions 4.1
Finance service representative job in Gaithersburg, MD
We are seeking a Customer ServiceRepresentative to join our team! You will perform clerical and administrative functions in order to drive company success. Responsibilities:
Draft correspondences and other formal documents
Plan and schedule events
Assist onsite at Tradeshows and Conferences
Answer inbound telephone calls
Develop and implement organized filing systems
Perform all other office tasks
Qualifications:
Ability to prioritize and multitask
Excellent written and verbal communication skills
Strong attention to detail
Strong organizational skills
Proficiency in Microsoft Office
Requirements
Must be available to travel
Must be available to work occasional weekends/evenings
Must have a driver's license and car
Must be available to work overtime
$29k-35k yearly est. 1d ago
Customer Service Representative
Capital Bank Md 4.3
Finance service representative job in Rockville, MD
About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.
Position Purpose
Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations. Ensure a high level of customer satisfaction through the delivery of superior service. Conduct all tasks following established bank policies and procedures.
Identify opportunities to cross-sell additional products and services to existing customers. Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services. Actively support all marketing campaigns. Participate in outbound calling activities.
Position Responsibilities
Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations.
Ensure a high level of customer satisfaction through the delivery of superior service.
Conduct all tasks following established bank policies and procedures.
Identify opportunities to cross-sell additional products and services to existing customers.
Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services.
Actively support all marketing campaigns.
Participate in outbound calling activities.
Minimum Education and Experience
One year of college education or equivalent work experience
One year of experience in a cash handling position; preferably as a Teller in a Bank or Credit Union
Detail oriented
Commitment to the delivery of superior customer service
Ability to work successfully with a wide variety of people in a team environment
Ability to solve problems and use sound judgement
Strong interest in building a career in the FinancialServices Industry
Willingness to work at other locations when necessary
Technical Knowledge and Skills
Microsoft office software suite (Word and Excel)
Excellent oral and written communication skills.
Compensation
Base Salary Range: $18.39 - $24.03 hourly. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description.
Additional Compensation: This role will include a yearly annual target bonus based on individual performance
Working Arrangements
This role is expected to work in office Monday through Friday at assigned work location.
Why Join Us?
Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more!
Generous Paid Time Off and Paid Holidays.
Supporting Businesses. Helping People. Strengthening Communities.
Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$18.4-24 hourly 4d ago
Residential Service Associate
The Tower Companies 4.0
Finance service representative job in Silver Spring, MD
Resident Service Associate
Reports to: Property Manager, The Pearl
Position Type: Full Time
Objective:
The Tower Companies seeks a dynamic, driven individual to serve as the Resident Service Associate of The Pearl, a premier Class A luxury apartment community in downtown Silver Spring, Maryland. At the edge of Rock Creek Park, the Pearl is a short walk to the Metro's Red Line. The building is beautifully designed by Baltimore-based architects, Design Collective, and is filled with light and natural materials. Living at The Pearl provides residents with innovative ways to revitalize their minds and bodies by offering a peaceful retreat from the hustle and bustle of everyday life. A place to find balance, be happy and Live Wisely! The Pearl offers a luxurious experience, while maintaining Gold LEED certification. Sustainability is a hallmark of this Tower asset. The Pearl is a part of the larger Blairs District, which consists of 4 high-rise buildings, 80 townhouse units, retail and an office building on a 27-acre campus.
As a Residential Service Associate, you serve as the front-line Tower ambassador to our new and current residents at The Pearl. You are helping to build a community, one resident at a time! You take a genuine interest in those around you and representing Tower to the best of your abilities. You enjoy providing top tier customer service to all. You build trust the residents need to feel taken care of. You take pride in your residents, your community, your sales office, your coworkers, and most importantly, yourself and your work!
Key Responsibilities:
As a Residential Service Associate, you are empowered to make things happen every day at The Pearl! Prepare to give your guests an incredible client experience they will not forget! Be the difference! The Residential Service Associate responsibilities include but are not limited to:
Know the residents and building and exceed resident expectations by anticipating their needs.
Monitor resident (and building) service requests to ensure timely completion and do daily follow up calls upon completion to ensure resident satisfaction; identify and report emerging trends.
Monitor common areas inside and outside the building by checking for cleanliness and functionality of all equipment (e.g., coffee machine, electronics, fitness equipment); monitor trash & compactor, garages, parking lot, and recycling programs as needed; Submit and track service requests, as needed.
Manage resident communications such as preparing community messages, warning and lease violation letters and announcing these messages as well as service interruptions and scheduled maintenance.
Collaborate in execution of monthly resident lifestyle events and District-wide events (evening hours required).
Administer resident and visitor parking, fob activations/reservations, amenity reservations (schedule, charges, pre- and post-inspections), and schedule elevator reservations.
Receive and process fair housing and accommodation requests and transfer requests; submit for approval and follow through to completion & resident satisfaction
Resolve resident issues and concerns professionally and promptly. Own issues as they arise and ensure follow up for all matters.
Ensure follow up needed to ensure residents are adhering to lease agreement, policies and procedures.
Respond to on-site emergencies, as needed, within a reasonably short response time.
Support the financial performance of the property in accordance with the established budget. Maximize additional income by selling services and accurately charging fees (e.g., amenities, hospitality suites, parking, pets, and printers).
Support, cultivate and maintain a strong high level professional relationship with the Concierges, Sales, Finance and Maintenance Teams - keep concierges well informed, monitor incident reports and follow-up as needed; Monitor vendors' actions on site and coordinate escorts for occupied apartments.
Create an operating environment that assures consistent resident engagement, yields outstanding customer satisfaction ratings and community reviews.
Document your calls, emails, tours, follow up and anything else in Yardi and CRM to account for your work each day.
Take the initiative and make plans to attend outreach events such as community events and career fairs to interact with people about our incredible offerings.
Walk available or targeted apartments to ensure they are rent-ready.
Support future residents before and during the move- in process - do a final walk-through of the apartment, schedule elevator reservations, contact resident within 72 hours of move, complete and collect move-in inspection checklists, and coordinate with maintenance as necessary. Be ready on move-in day (keys, checklist, a welcoming smile).
Other duties and responsibilities as assigned by the Property Manager. Perform work outside this position as assigned by the Property Manager to facilitate the efficient operation of The Blairs, not to exceed fifty percent of working time.
Position Requirements & Qualifications:
A minimum of 2 or 3 years of full time successful work experience in a customer service role
A commitment to excellence and an elevated service experience as demonstrated through positive words and actions.
Strong command of the English language; verbal and in writing
Determined, persistent and consistent follow up actions until issues are resolved.
Ability to diffuse difficulty situations by employing customer service strategies and maintaining a positive attitude of service.
Outstanding work ethic; reliable, on time, trusted to work independently
Maturity and grace in all situations; discernment to know when to escalate an issue to management.
Coachable and teachable with a strong desire to learn and stay current in techniques and industry trends
Team oriented; thoughtful, respectful and considerate of others. Never putting self ahead of the team.
Social media and computer savvy; able to pick up on software programs easily.
Microsoft Office Suite skills and experience required.
Strong organizational skills and natural detail orientation; maintaining consistent documentation of work utilizing systems provided.
Capable of effectively managing multiple initiatives simultaneously.
Required to work at least one weekend a month in rotation, or as needed and assigned.
Candidates under consideration for hire must submit to and pass a background check and drug screening according to Tower's hiring standards and be willing to work in-office.
Preferred Qualifications include:
College Degree preferred
Multifamily residential experience highly preferred
The Tower Companies is an equal opportunity employer and offers a collaborative and exciting work environment, competitive salary and excellent benefits, which include medical, dental and vision coverage, as well as a 401(k) plan.
If you're interested in this position and working for The Tower Companies, please apply via our candidate portal at ******************************* No phone calls please.
About The Tower Companies
For three generations, the family-owned Tower Companies has maintained a commitment to responsible development and envisions a world where buildings inspire and enrich the lives of their occupants, and create positive social change. The green building leader owns, develops, and manages over 5 million square feet in the Washington, D.C. metropolitan area consisting of office buildings, office parks, lifestyle centers, regional malls, eco-progressive live-work-play communities and hotels with over 8,000,000 SF in the development pipeline. The Tower Companies built Blair Towns, the first LEED certified apartments in the country, and is an international authority in the industry. We have been recognized for our commitment to sustainability and energy independence by numerous national organizations and federal agencies, including US Green Building Council, US Department of Energy and the US Environmental Protection Agency.
$28k-38k yearly est. 1d ago
Client Service Representative - Floater (Reston Branch)
Atlantic Union Bank 4.3
Finance service representative job in Reston, VA
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client ServicesRepresentative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include:
Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$29k-39k yearly est. 2d ago
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. 2d ago
Associate, Finance, Data.FI
Palladium 3.1
Finance service representative job in Arlington, VA
Palladium is a global company working to design, develop and deliver positive impact on the lives and livelihoods of people around the globe; broaden access to health, water, power, and infrastructure; build enduring, sustainable, and transformative institutions and market systems to address global challenges; and conserve the natural world. We operate in over 50 countries and have a workforce of more than 2,000 talented and motivated staff around the world.
Palladium is part of GISI's global family of companies, which aims to create solutions for the world's most complex challenges. With annual revenues of $14 billion, GISI's approximately 15,000 employees are engaged in projects across 100 countries worldwide providing construction, program/project management, and engineering consulting services.
This Opportunity:
Palladium is currently seeking a US based Associate, Finance to support the implementation of the Translating Data for Implementation (Data.Fi) award. Data.Fi is a global project funded by the U.S. President's Emergency Plan for AIDS Relief (PEPFAR) and the State Department.
Data.FI partners with PEPFAR programs to accelerate and sustain access to high-quality data to expedite HIV epidemic control and maintenance. Data.FI supports host country governments to enhance existing health information systems (HIS) and conduct in-depth analysis of epidemiologic and program data to inform management responses to gaps in programming and sustain impact by supporting local partner transition.
This Associate will be responsible for monitoring and administering accounts payable functions such as recording, reviewing, and processing new vendor set-up and vendor invoices. Additionally, they will be preparing AP analysis, organizing and managing AP digital documents, and assisting in preparing reports, project audits, and documentation. Other financial analysis like reconciliations may also be assigned.
This role currently only has funding through March 31, 2026 with the possibility of an extension to September 2026.
Location:
This role is based out of Palladium's Arlington, VA office. Palladium supports a hybrid working model with 3 days in office, 2 days from home.
Applicants must be authorized to legally work for any employer in the United States. We are unable to sponsor or assume sponsorship of visas at this time or in the future.
Compensation:
For our prospective employees in the United States, please note that the full-time equivalent annual base salary for this position is expected to range from $60,000 to $65,000, and successful candidates may also be eligible for additional, variable incentive compensation dependent on the role. Please be advised that a final salary offer will be based on various factors, including but not limited to your qualifications, education, experience, skills, seniority, performance, and Palladium's business or organizational needs.
Reporting Lines:
The role will report directly to the Senior Manager, Finance and Administration, Data.FI
Primary Duties and Responsibilities:
Ensure the recording of vendor invoices and costs, and corresponding payments are completed in an accurate and timely manner and in compliance with the appropriate terms and internal controls
Match purchase orders and authorization forms to vendor invoices and check to ensure they have all the relevant information and are coded correctly
Review, correct, and organize vendor invoices and create vouchers for data entry
Set up vendors in Costpoint system and maintain reconciled records for accurate preparation of year-end Form 1099 reporting
Process vendor invoices, travel expenses, expense claims and purchase vouchers
Support local teams with field voucher upload questions as needed
Reconcile the creditors to statements and ensure the general ledger reconciles with the accounts payable sub-ledger
Prepare analysis of AP, prepaid and advance accounts and reconcile payments
Project rejournal adjustments and ensure compliance with company processes
Maintain and use advanced spreadsheets including updating templates for field vouchers, budget trackers, and forecast
Ensure proper general ledger coding in all project transactions
Project bank account and salary and wages reconciliations
Maintain organized online AP records
Assist line manager with any audit requests / documentation and timesheet compliance of the Data.Fi team
Formulating any reports as requested by Management, HR, or Finance
Any other duties as required
Essential Criteria:
Understanding of basic accounting practices and procedures
Proficient Microsoft Excel experience with the ability to use functions to manipulate data, format, and the use of pivot tables and Look-Up functions
Demonstrated excellence in both written and verbal communication in English, ensuring clear, professional, and effective interactions
Experience in full function of Costpoint Accounts Payable or GL Accounting including multi-currency entries and rate of exchange (ROE) controls
Quick starter with proven ability to deal with complex issues with vouchers, vendors and employees
Exceptional level of attention to details and accuracy, including continuous self-checking of all inputs and transactions
Ability to work independently and be able to operate as part of a team and able to communicate in a polite and respectful manner at all times
Ability to communicate effectively within different cultural contexts
Excellent administration, organization and planning skills
Applications will be accepted on a rolling basis. We encourage you to apply early as the position may close once a suitable candidate is found.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or status as a protected veteran.
Should you require any adjustments or accommodations to be made due to a disability or you are a neurodivergent individual, or for any other circumstance, please email our team at and we will be in touch to discuss.
Safeguarding - We define Safeguarding as "the preventative action taken by Palladium to protect our people, clients and the communities we work with from harm". We are committed to ensuring that all children and adults who come into contact with Palladium are treated with respect and are free from abuse. All successful candidates will be subject to an enhanced selection process including safeguarding-focused interviews and a rigorous due diligence process.
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$60k-65k yearly 1d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
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
Customer Service Representative- Waldorf Rte. 5 - Waldorf, MD
Wesbanco Bank Inc. 4.3
Finance service representative job in Waldorf, MD
Back Customer ServiceRepresentative- Waldorf Rte. 5 #61-8681 Waldorf, Maryland, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Waldorf Rte. 5 Banking Center.
Market Mid-Atlantic Work Hours per Week 40 Requirements
High school diploma or GED required.
Banking, cash handling, sales, and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer ServiceRepresentative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
Essential Functions:
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Cross-selling of Bank's products and services
Business development (inside and outside)
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Accepts and accurately processes all financialservice transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Cross trained and expected to assist with operational duties.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Additional Information:
The wage range for the Customer ServiceRepresentative position is $17.00 - $20.50 per hour and eligible for approved overtime and referral incentives. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays.
WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Waldorf, Maryland, United States
$17-20.5 hourly 2d ago
Part Time Associate Banker Maryland West (20 Hours)
JPMC
Finance service representative job in Rockville, MD
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.
$60k-123k yearly est. Auto-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 11d 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.
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. 49d 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._
Refer a Friend (******************************************************************************************************************************************
**Need help finding the right job?**
We can recommend jobs specifically for you!
**Job Location** _US-VA-McLean_
**Posted Date** _1 month ago_ _(12/10/2025 7:31 AM)_
**_Job ID_** _6930_
**_Clearance Requirement_** _Public Trust_
$38k-70k yearly est. 60d+ ago
Family Services Associate - Care Coordination & Resources
Children's National Medical Center 4.6
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.
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$44.8k-74.6k yearly 2d ago
Client Service Representative (Colesville Branch)
Atlantic Union Bank 4.3
Finance service representative job in Silver Spring, MD
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client ServicesRepresentative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include:
Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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
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 51d 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.
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$38k-70k yearly est. Auto-Apply 27d ago
Part Time (30 Hours) Associate Banker Seven Corners, Falls Church, VA
JPMC
Finance service representative job in Falls Church, VA
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
$61k-125k yearly est. Auto-Apply 60d+ ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Centreville, VA?
The average finance service representative in Centreville, 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 Centreville, VA
$38,000
What are the biggest employers of Finance Service Representatives in Centreville, VA?
The biggest employers of Finance Service Representatives in Centreville, VA are: