Finance service representative jobs in Chesapeake Ranch Estates, MD - 776 jobs
All
Finance Service Representative
Customer Service Representative
Relationship Banker
Banker
Personal Banker
Member Service Representative
Banking Associate
Service Officer
Finance Service Advisor
Service Representative
Field Customer Service Rep
Bradyplus
Finance service representative job in Upper Marlboro, MD
Field Service Rep We are in search of a Field ServiceRepresentative who works with customers in the multi-family housing industry to provide operational solutions for their maintenance supply needs. The FSR supports inventory management, placing orders, product consultation and problem solving. He or she will serve as the customer's primary operational contact and will ensure complete satisfaction with deliveries, products, and services.
Responsibilities Include:
Provide stellar customer service as the primary contact for the inventory and service needs of Onsite Properties customers (property
managers, service managers, engineers, etc.)
Travel daily throughout MD, DC, and VA to assigned customer locations.
Manage inventory levels at customers' shops including cycle-counting inventory, and either ordering product from Daycon Products or T2
vendor as required to bring inventories back in line or placing 'pick-up' orders to fix any overstock positions or incorrect product.
Provide order information in a timely fashion, to allow the highest level of coordination with the Daycon distribution team.
Support with ensuring timely and accurate deliveries.
Execute the Onsite Properties script to include review of seasonal items, review of special projects and special orders; Partner with Outside
Sales as needed to ensure alignment and opportunities for account growth.
Work with Onsite Properties detailer team to set up new client shops as required.
Partner with Daycon Procurement team to ensure the accuracy of stocking positions on hardware.
Maintain and update the accuracy of onsite labels.
Provide reports and information as requested in a timely manner.
Provide ongoing feedback to Daycon/Onsite leadership regarding customer trends or process improvement.
The Ideal Candidate Will Have:
1-3 years of experience with trade work, such as plumbing, electrical, HVAC
Ability to professionally engage with customers in the field and by phone.
Willingness to spend the majority of your workday with local travel throughout MD, DC and VA
Computer proficiency includes Outlook, Word, and basic Excel.
Keen attention to detail and organizational skills
Basic math skills - multiplication, division, fractions
Effective oral and written communication skills
Ability to work independently and as a team.
A valid Driver's License and safe driving history
Frequent sitting, standing, and walking.
Occasional lifting of up to 50lbs, rare push/pull of up to 75lbs. stand
Compensation & Benefits
The pay range for this role is $50,000-$55,000/year. This range represents what the company reasonably expects to pay an associate for this role based on current market data, internal equity, and other business factors. The actual compensation offered may vary depending on factors such as relevant experience, qualifications, geographic location, and other considerations. In addition to base pay, BradyPLUS offers a comprehensive benefits package to support the health and well-being of our associates and their families. Benefit offerings include medical, dental, vision, life and disability insurance, flexible spending accounts, Employee Assistance Programs (EAP), 401(k) Retirement and more.
About BradyPLUS:
BradyPLUS is a leading national distributor of solutions for JanSan, Foodservice and Industrial Packaging. We deliver the right SUPPLIES + SUPPORT to ensure businesses are more successful every day. We offer premium brands, expert advice, and exceptional customer experiences. Our 6,000 associates across 180+ locations have a passion for delivering innovative solutions for the business challenges of today and tomorrow. Together, we serve thousands of customers nationwide in end markets including education, government, healthcare, hospitality, restaurants, building services, food packaging & processing, and grocery. We strive to be the best employer we can. We value people, we embrace change and we reach higher. Join us and see what the BUZZ is about! To learn more visit us at ***************** .
BradyPLUS is an Equal Opportunity Employer. This means that all qualified applicants will receive consideration for employment without regard to race, marital status or civil union status, sex, age, color, religion, national origin, veteran status, mental or physical disability, sexual orientation, gender identity and/or any other characteristic protected by law. We also provide reasonable accommodations to applicants and employees with disabilities.
$50k-55k yearly 2d ago
Looking for a job?
Let Zippia find it for you.
Customer Service Representative
Carroll Independent Fuel Company 4.1
Finance service representative job in Annapolis, MD
The Customer ServiceRepresentative (CSR) is responsible for directly interacting with customers for the purpose of supporting our vision of being "Fast, Fresh and Friendly". The CSR works to support store management and facilitate the completion of all store level tasks. The CSR completes a wide variety of tasks related to store operations including, but not limited to: food preparation, cash handling responsibilities, customer service, general cleaning and any other needed functions required by store management.
Principal Duties and Responsibilities:
Provide superior customer service to all customers: greeting, assisting, suggest selling and thanking each customer.
Respond to all customer requests in a timely manner.
Support and follow all safety and security initiatives.
Ensure proper cash handling with the operations of the POS and cash bank procedures.
Adhere to all store operations procedures, policies and guidelines.
Properly execute up-selling initiatives and provide a value to the customer.
Follow all daily operating procedures to ensure store is clean, organized and well-kept to ensure a positive customer experience.
Replenish product and supplies, while keeping the store in the highest quality stocked position at all times.
Effectively communicate with store management and team members.
Complete all tasks assigned by store management including the completion of all mandatory training within the timeline established by management.
Adhere to all Food Service Program procedures, standards and sanitation requirements.
#cashier#retailjobs#ind HM
Minimum Knowledge, Skills and Abilities:
Must be at least 16 years old
Strong focus on customer service and working with people
Strong commitment to teamwork
Strong communication skills, including the ability to professionally communicate verbally to customers
Ethical, honest, trustworthy, respectful, compassionate, supportive and patient
Flexible and adaptable to change
Ability to handle difficult situations professionally
Ability to lift up to 50 lbs.
Reliable transportation
Ability to work all shifts, weekends and holidays as needed by the business, as well as work the site alone, as required.
Working Conditions:
Retail environment with occasional exposure to unpleasant working conditions including dust, extreme temperatures and potential contact with petroleum and/or dealing products.
Spends the majority of the shift standing with frequent bending and lifting.
In inclement weather conditions, employees may be expected to assist with efforts to maintain full store operations
$33k-39k yearly est. 2d ago
Customer Service Representative
Caliber Collision Repair Services 3.7
Finance service representative job in Upper Marlboro, MD
Caliber Collision has an immediate job opening for a Customer ServiceRepresentative to perform all-purpose duties, which may include, but not limited to greeting and providing extraordinary customer service to internal and external customers, monito Customer ServiceRepresentative, Customer Service, Representative, Retail, Service
$28k-36k yearly est. 2d ago
Relationship Banker - Maryland South Market
Bank of America 4.7
Finance service representative job in Dunkirk, MD
Dunkirk, Maryland;Prince Frederick, Maryland; Mechanicsville, Maryland
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (***************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financialservices and knowledge of financialservices industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$28k-37k yearly est. 16h ago
Payments Associate - Bank Operations - Bowie, MD
Wesbanco Bank Inc. 4.3
Finance service representative job in Bowie, MD
Back Payments Associate - Bank Operations #61-8629 Bowie, Maryland, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely). Market Mid-Atlantic Work Hours per Week 37.5 Requirements
High school diploma or general education degree (GED) required. Associate's Degree in Business, Finance, or Accounting preferred.
Customer Service and administrative experience required with payment or bank operations experience preferred.
Job Description
SUMMARY:
The payment areas include ACH, Wire and other real time payment channels. The payment areas handle processing of payment receipt and delivery for all customers. The primary responsibilities include handling the flow of transactions and work to ensure proper and timely posting of payments. The payment area strives to provide excellent internal and external customer support for existing consumer and business accounts.
The Payments Associate performs a variety of routine daily tasks including processing payment transactions, reviewing reports, and assisting with reconciliation duties. Responsible for providing internal customer support to all branches, treasury management, corporate banking, and lending personnel concerning questions in regards to payment processing. This position must work collaboratively with all departments within the organization.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.
Ability to communicate effectively with customers or employees in writing, in person, or via telephone.
Ability to handle workload pressure and deadlines.
Ability to work independently.
Ability to maintain confidentiality.
Team player with a positive outlook.
Must be detail oriented and have good organizational skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provides customer service via phone, mail, and email for payment processing.
Works in a queue based environment and handles the tasks as received.
Reviews and processes payment requests, maintenance, research, and customer or banking center initiated requests through various payment processing systems.
Performs transactions within associated compliance requirements.
Analyzes transactional risk and reasonableness in accordance with bank guidelines. If any concern, escalate to management.
Other job duties and/or responsibilities assigned with or without prior notice.
OTHER 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.
Demonstrated proficiency in basic computer applications such as Microsoft Office.
Knowledge of FIS IBS Insight and payment processing applications preferred.
Ability to learn payment processing systems.
ADDITIONAL INFORMATION:
The wage range for the Payments Associate position is $17.65 - $20.00 per hour and eligible for approved overtime. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays, and 1 float holiday.
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 Operations All Locations Bowie, Maryland, United States
$17.7-20 hourly 3d ago
Part Time Associate Banker Maryland East (20 Hours)
Chase 4.4
Finance service representative job in Bowie, MD
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$72k-154k yearly est. Auto-Apply 60d+ 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 financialservices, 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, financialservices, 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. 16d ago
Packaged Gases Customer Service Representative - SALISBURY
Matheson Tri-Gas, Inc. 4.6
Finance service representative job in Salisbury, MD
Manages sales campaigns with the intent of either scheduling appointments for sales to improve sales productivity or by gaining business via direct quote/follow up. Assesses customer satisfaction with MTG products and services via conducting surveys and provides insights for addressing customer concerns. Works closely with SBU Sales Leaders, Sales, Corporate Marketing and Customer Service.
Essential Function
1. Place outbound calls with the prime purpose of scheduling appointments for sales with new or existing customers, notifying sales of committed appointment times and then following up with a courtesy call to determine customer satisfaction/needs.
2. Provides quotes or completes the sale, if campaign appropriate to directly gain new business.
3. Probes and identifies problematic situations/opportunities that could protect or yield new business for MTG and communicates the information to the appropriate function for follow up.
4. Restocks store merchandise as needed. Arranges stock on shelves or racks in sales area and keeps merchandise in order. Marks or tickets merchandise.
5. Manages requests for products, price and technical information.
6. Assist in warehouse in shipping & receiving, inventory stocking, cleaning, labeling, or other tasks.
7. Maintains showroom cleanliness by procedures set forth by management.
8. Identifies sources of leads and manages the pre-qualification process in collaboration with sales and corporate marketing.
9. Tracks result of outbound campaign efforts.
10. Backs up inbound customer service, as needed.
11. Comply with all DOT and OSHA regulations.
12. Ensure all safety rules are strictly observed.
13. Perform other projects and duties as assigned
* Performs other duties as assigned
* Complies with all policies and standards
Knowledge, Skills and Abilities
* High School Graduate with diploma and/or prior experience in outbound calling/inside sales, outside sales or marketing desirable.
* Excellent customer service skills. Ability to establish and manage customer relationships
* Ability to work independently and under some pressure to meet deadlines.
* Demonstrates a clear and effective speaking manner for the purpose of explaining information to customers and employees.
* Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
* Ability to learn MTG's business/product types/organization/transaction systems
* Excellent Telephone Communications Skills
* Excellent Organizational Skills
* Intermediate level knowledge of Microsoft Office applications (Word, Excel, Outlook E-mail)
Physical Demands
Stationary Position - FREQUENTLY
Move/Traverse - OCCASIONALLY
Stationary Position/Seated - FREQUENTLY
Transport/Lifting - FREQUENTLY
Transport/Carrying - FREQUENTLY
Exerting Force/Pushing - OCCASIONALLY
Exerting Force/Pulling - OCCASIONALLY
Ascend/Descend - OCCASIONALLY
Balancing - OCCASIONALLY
Position Self/Stooping - OCCASIONALLY
Position Self/Kneeling - OCCASIONALLY
Position Self/Crouching - OCCASIONALLY
Position Self/Crawling OCCASIONALLY
Reaching - FREQUENTLY
Handling - FREQUENTLY
Grasping FREQUENTLY
Feeling - RARELY
Communicate/Talking - CONSTANTLY
Communicate/Hearing - CONSTANTLY
Repetitive Motions - FREQUENTLY
Coordination - OCCASIONALLY
Travel Requirement: None
The Company is an Equal Opportunity Employer that complies with the laws and regulations set forth under EEOC. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. EOE AA M/F/VET/Disability.
$28k-33k yearly est. 60d+ ago
Financial Services Representative I
Andrews Federal Credit Union 4.2
Finance service representative job in Suitland, MD
When you choose a job at Andrews Federal Credit Union, you give yourself the opportunity to grow, advance and make a difference. Andrews Federal is a mission-driven financial institution that focuses on giving members the tools they need to reach their financial goals.
We are continually developing our team of dedicated employees who are ready to serve. To create and retain this elite workforce, we offer highly competitive compensation and benefits plans, including highly desirable features like:
12 Paid Holidays a Year, Including Your Birthday
Retirement Plans - 401(k) with a 6% Match
Childcare Stipend up to $2600 to assist Working Families
Discount on Lending Products.
Tuition Reimbursement and Career Development Programs and Opportunities
Employee Assistance Program - 24/7 Support for Families
Affordable Healthcare Plan including Medical, Dental, Vision, and Rx
Employer paid Long Term Disability, Life Insurance, and AD&D
Short-Term Disability
Vacation Leave and Sick Leave
Free Parking
Purpose of Position
The FinancialServiceRepresentative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service, and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organizations core values.
Essential Duties
Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deductions options, and other related services.
Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs.
Responds to member's requests, problems, and complaints and/or directs them to the proper person for specific information or assistance.
Build positive relationships with other lines of business by interacting with other business units.
Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs.
Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies.
Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization.
Volunteer for SEG sign-ups and other credit union activities.
Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Required KSAs
High school diploma or GED.
Must have 2 years experience in a sales/service role within the financialservices industry or other types of retail businesses.
Excellent interpersonal, verbal and written communication skills.
Knowledge of how the financial markets impact the financialservices industry and excel at representing Credit Union products and operations.
Minimal travel amongst branches may be required.
Physical Requirements
Ability to sit at a desk and computer for extended periods.
Ability to lift up to 20 pounds.
Pay Range
$21.25 to $27.00
In accordance with the Americans with Disabilities Act, requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
$21.3-27 hourly 12d ago
Service Representative
Delaware Elevator 3.7
Finance service representative job in Salisbury, MD
Delaware Elevator is expanding, and we're looking for a detail-oriented and customer-focused Service Coordinator to join our team. This role is the hub of communication between our customers, service technicians, and management team. If you're organized, thrive in a fast-paced environment, and enjoy problem-solving, this is your chance to grow with a company that values people as much as performance.
Role & Responsibilities
As a Service Coordinator, you will:
Communicate with customers to assist with service requests
Act as the main contact for Service Technicians in the field
Create and manage service call tickets using our Total Elevator Service database
Schedule and track Fire Recall testing
Develop strong relationships with customers, technicians, managers, and coworkers
Assist Service Management with additional tasks as needed
Cross-train in other functions to broaden your skills
Preferred Skills & Qualifications
Excellent phone, email, and in-person communication skills
Strong decision-making and problem-solving abilities
Outstanding customer service skills
Proficient in Microsoft Excel and Word; willing to learn specialized software (Total Elevator Service)
Highly organized, punctual, and dependable
Bachelor's Degree is recommended, but not required
Why Join Delaware Elevator?
We don't just offer jobs - we offer careers. In return for your hard work and dedication, you'll receive:
100% employer-paid medical, dental, and vision for employees (50% for dependents)
401(k) retirement plan
Disability and life insurance, AFLAC, wellness programs, and member discounts
Paid vacation and holidays
Opportunities for professional growth and advancement within a thriving company
Apply Today
If you're ready to bring your skills to a company that values teamwork, customer service, and professional growth, we'd love to hear from you.
AA/ EEO
#LI-JS1
$35k-61k yearly est. 60d+ ago
Financial Services Representative I
First Financial Federal Credit Union of Maryland 3.8
Finance service representative job in Calvert Beach, MD
First Financial Federal Credit UnionJob Description
Job Title: FinancialServicesRepresentative (FSR) I, II, III
Department: Branch Office
Reports To: Branch Manager
Salary Grade(s): 5, 6, 7
EEO-1 Job Class: 5 - Administrative Support Workers
FLSA Status: Non-exempt
☒ Full-time
☒ Part-time
☒ Temporary
Location: Branches
☐ Telework Work Possible (if checked)
Important:
See Telework Policy for Additional Criteria
Function:
To represent the credit union to potential, new, and existing members. To complete the steps necessary to establish accounts and services. To understand the features and benefits of our services and products and to be able to effectively relate them to members through cross selling. To establish rapport conducive to enhancing member relationships with the credit union. Support Branch Managers in daily branch operations. Provide support to all credit union departments. To perform all responsibilities of the position in support of our Core 4 Values.
Position Requirements:
GENERAL:
Detail and service oriented; Ability to exhibit patience and flexibility in dealing with others
Friendly and personable; Ability to establish rapport, build and deepen member relationships
Effective listener and good communicator
EXPERIENCE: Cash handling and customer service experience preferred
EDUCATION: High school diploma or GED equivalent. Preferred: Some College
An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above.
Duties:
Delivers excellent member service by
Responding to members in a knowledgeable, friendly, positive, and professional manner
Demonstrating excellent communication techniques for successful interactions
Demonstrating empathy and a positive mindset
Working to achieve a personalized and convenient member experience
Displaying diligence in attention to detail and accuracy, understanding timeliness and follow-through are critical
Shares and shows support for a variety of digital and online tools and resources.
Demonstrates a sense of responsibility, initiative, and dependability.
Strives for flexibility, resiliency, and adaptability to daily challenges.
Ability to comprehend training and apply knowledge to daily interactions.
Works independently and collaboratively in support of branch operations.
Maintains and effectively utilizes reference material related to services, current promotions, procedures, and general information.
Adheres to information security procedures & maintains confidentiality.
Follows all policies and procedures as established by the credit union, including but not limited to:
Cash Handling, Dual Control, & Balancing
Check Holds and Fraud prevention
BSA & AML Regulatory Requirements
While assigned to a branch, assists with staffing at other branches as needed.
Works to achieve goals in support of the Core 4 Values of the Credit Union.
RESPONSIBILITIES
FSR I:
Processes member transactions.
Effectively utilizes features of Teller Capture in processing checks.
Applies basic knowledge of Microsoft Office Suite.
Ability to navigate credit union systems, key to daily functions of the position.
Answers questions & prints documentation relative to routine inquiries.
Consistently demonstrates a positive mindset within the branch and in all interactions
Refers unusual requests or inquiries to appropriate staff members.
Assists with end of day balancing procedures.
Maintains functional work area by stocking forms, supplies, brochures, etc.
Advises supervisor of service needed or non-functioning equipment.
FSR II:
Accurately processes member applications/requests and documents in CRM; performs self-review of work.
Opens accounts for all share types with related services; closes accounts
Pulls and interprets Chex Systems - IDV, OFAC, and Qualifile in conjunction with account opening
Performs file maintenance of data on existing accounts; adds joint owners to accounts
General understanding of loan products to begin participating in loan referral program
Completes paperwork for removing and changing joint owners of accounts
Issues debit and credit cards
Completes forms as applicable based on member request
Obtains instructions and inputs data for wire transfers
Provides notary services
Processes other requests of similar complexity
Focuses on business development to retain long-term relationships by
Establishing rapport and serves as a valuable link between members and the credit union
Utilizing opportunities to deepen relationships by aligning credit union products with member needs
Encouraging members to recommend the Credit Union to their family members and eligible co-workers.
Assists members in understanding account activity, answers questions, and helps to resolve concerns.
Provides routine support to other departments.
Assists the Marketing Department in representing the Credit Union at on-site visits.
FSR III:
Strong knowledge of account products and credit union services; ability to answer questions about product features and benefits.
Acts as “buddy” to co-workers.
Seeks opportunities to advance level of responsibility.
Demonstrates general understanding of and ability to gather appropriate paperwork for Power of Attorney review.
In-depth understanding of our loan products to actively refer members to lending.
Provides support for death claims.
Assists with monitoring pending work folder and daily calendar.
Processes complex transactions and requests along with opening special accounts
IRAs, Trusts, Rep Payee, Business Accounts, and corresponding documentation
Competent in fraud prevention and detection.
Ability to assist with report management and participates as a project team member.
Establishes a foundation of leadership skills through
Self-sufficiency, maturity, and responsibility
Engagement as a role model for staff and as an active participant in daily operations
Performs in the capacity of a Member ServicesRepresentative or Operations Specialist.
Provides phone assistance to call center and enters corresponding CRM event
Process member requests generated from calls or correspondence
Contacts members requesting additional information, clarification, or problem resolution
FSR pay ranges by grade:
FSR I: $20.00-22.00/hour
FSR II: $22.00-24.00/hour
FSR III: $24.00 - 26.00/hour
Each level of FSR is competent in duties and responsibilities of preceding level(s).
FSR II and above complete certification to perform Notary Services.
Performs other related duties of similar scope and complexity.
Adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position. Accountable for reading, understanding, and acting on the contents of all Company-assigned and/or job-related Compliance Programs, regulations, and policies and procedures, as well as ensuring Compliance Training assignments are completed by established due dates. This includes, but is not limited to, understanding, and identifying compliance risks impacting First Financial, ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Equal Opportunity Employment
First Financial of Maryland Federal Credit Union is an Equal Opportunity employer with a strong commitment to hiring for our mission and diversifying our staff. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, marital status, protected veteran status or any other factor protected by law.
$20-22 hourly 23d ago
Financial Services Representative
Freedom Federal Credit Union 4.2
Finance service representative job in Forestville, MD
The Freedom Federal Credit Union Difference
Freedom Federal Credit Union believes that a great member experience begins with a great team member experience. We value our team members not just for their talent, but also for the difference they make to our members and the communities we serve. We strive to help our team members live up to their fullest potential, and, with that in mind, provide each of them with a healthy, safe, and positive, yet challenging, work environment. A positive work-life balance, personal growth, purposeful work, and recognition of accomplishments are an essential part of what we offer. We're looking for people to join our team, who share our vision and passion to make a positive financial impact on our members' lives. If you're ready to take the next step, join Freedom to truly make a difference.
Starting rate for this role is $20/hour (rate is commensurate with experience).
This position is eligible for an incentive program of $25 per Guaranteed Asset Protection (GAP) policy or Mechanical Breakdown Protection (MBP) policy sold on vehicle loans.
Summary:
The Freedom Federal Credit Union FinancialServicesRepresentative I (FSR I) is responsible for delivering exceptional member service by identifying members' financial needs and providing them with suitable financial products and services. This role involves a combination of sales, customer service, and operational tasks aimed at enhancing member satisfaction and contributing to the growth of the credit union.
Essential Duties & Responsibilities:
Member Service:
Greet members and visitors in a friendly and professional manner.
Address member inquiries regarding account information, transactions, and credit union products and services.
Resolve member issues and complaints promptly and effectively.
Sales:
Identify opportunities to cross-sell and up-sell credit union products and services, such as savings accounts, loans, credit cards, and insurance.
Meet or exceed individual and branch sales targets.
Conduct product presentations and explain the benefits and features of credit union offerings.
Account Management:
Open new member accounts, including savings, checking, and certificate accounts.
Process loan applications, provide loan information, and follow up with members throughout the loan process.
Assist members with account maintenance, including address changes, stop payments, and direct deposits.
Transactional Duties:
Perform teller duties such as cashing checks, accepting deposits, processing withdrawals, and handling payments.
Balance cash drawers and reconcile discrepancies.
Process wire transfers and other financial transactions accurately and efficiently.
Compliance and Risk Management:
Adhere to all credit union policies, procedures, and regulatory requirements.
Maintain confidentiality and security of member information.
Identify and report suspicious activities in compliance with anti-money laundering (AML) regulations.
Team Collaboration:
Work closely with other team members to ensure a cohesive and efficient branch operation.
Participate in branch meetings and contribute ideas to improve branch performance and member satisfaction.
Administrative Tasks:
Maintain accurate records of member interactions and transactions.
Prepare and submit reports as required by management.
Keep abreast of changes in credit union products, services, policies, and procedures.
Knowledge, Skills, and Experience
Customer Service Orientation
Sales Skills
Communication Skills
Attention to Detail
Problem-Solving Abilities
Technical Proficiency
Time Management
Team Collaboration
Required Experience
High School Diploma or equivalent; associate or bachelor's degree in finance, business, or a related field preferred.
Minimum 1-year previous experience in customer services, cash handling, and sales; Previous experience in banking or financialservices preferred.
Knowledge of credit union operations and financial products.
Proven experience in sales and member service with a track record of achieving targets.
Ability to work flexible hours, including weekends, as needed.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations, and explanations with members, direct and indirect reports, and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance.
COMPANY INFORMATION:
Freedom Federal Credit Union is a community-chartered federal credit union offering consumer financialservices to those who live, work, volunteer, worship, attend school, or have family in Harford, Baltimore, & Carroll Counties as well as Baltimore City. Additionally, Freedom offers a full line of banking services for all businesses, associations, and other organizations that are based in those same locations. To learn more, visit freedomfcu.org.
Freedom Federal Credit Union offers competitive compensation, and our benefit offerings include:
Paid time off Accrual of 17 days in 1st year of employment
11 paid holidays with an extra floating holiday for your birthday
Medical, Dental, and Vision coverage - Single and Family options available
Supplementary Health Benefit offerings including Critical illness insurance, Accident Insurance, and Hospital Indemnity Plans
Life and AD&D Insurance, Short-Term and Long-Term Disability Plans
401k Retirement Plan with employer match options after 1 year, potential for additional discretionary contribution from the organization each year
Tuition Reimbursement options of up to $5,250 each year
Freedom Federal Credit Union conducts credit, bond, and background checks. All new hires must present evidence of authorization to work in the US. Freedom Federal Credit Union participates in the E-Verify program. Freedom Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected Military/Veteran status and will not be discriminated against based on disability.
If you are a disabled applicant and cannot apply online, please contact Freedom directly at ***************************** for assistance.
$20 hourly Auto-Apply 3d ago
Customer Service Representative
Systems Integration 4.3
Finance service representative job in Annapolis, MD
Systems Integration, Inc. is hiring Tier 1 Customer ServiceRepresentatives to begin work in Annapolis Junction, MD. Must be available to work between 4:30am to 9:30pm EST (7) days per week, 365 days per year. Shift schedules are 4:30am to 1pm and 1pm to 9:30pm including weekends and holidays.
Customer ServiceRepresentatives will be able to confer with customers by telephone to provide information and research to resolve questions. They will verify that appropriate responses were provided to resolve customer inquiries and keep detailed records of customer interactions. Representatives can use Customer Relationship Management (CRM) software and research extensive commercial and government databases.
Work Authorization/Security Clearance
Must be a US Citizen and be able to obtain a public trust security clearance. Must be able to pass a federal background check.
The successful applicant will have:
Proven knowledge and experience in the principles and processes for providing customer service, including customer needs assessment, meeting quality standards for services, and evaluating customer satisfaction.
Must have knowledge of the structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar, to produce clear documentation of calls.
Call Center Reps will be adept at active listening and effective speaking skills to convey information effectively and be service-oriented, actively seeking ways to help and resolve problems.
Must excel at reading comprehension and understanding written work in work-related documents.
Must employ critical thinking skills using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
SII is an equal opportunity employer, offering competitive pay and performance-based incentives, including paid vacation, 10 paid holidays per year.
$30k-36k yearly est. 60d+ ago
Financial Services Representative
Freedomfcu
Finance service representative job in Forestville, MD
The Freedom Federal Credit Union Difference
Freedom Federal Credit Union believes that a great member experience begins with a great team member experience. We value our team members not just for their talent, but also for the difference they make to our members and the communities we serve. We strive to help our team members live up to their fullest potential, and, with that in mind, provide each of them with a healthy, safe, and positive, yet challenging, work environment. A positive work-life balance, personal growth, purposeful work, and recognition of accomplishments are an essential part of what we offer. We're looking for people to join our team, who share our vision and passion to make a positive financial impact on our members' lives. If you're ready to take the next step, join Freedom to truly make a difference.
Starting rate for this role is $20/hour (rate is commensurate with experience).
This position is eligible for an incentive program of $25 per Guaranteed Asset Protection (GAP) policy or Mechanical Breakdown Protection (MBP) policy sold on vehicle loans.
Summary:
The Freedom Federal Credit Union FinancialServicesRepresentative I (FSR I) is responsible for delivering exceptional member service by identifying members' financial needs and providing them with suitable financial products and services. This role involves a combination of sales, customer service, and operational tasks aimed at enhancing member satisfaction and contributing to the growth of the credit union.
Essential Duties & Responsibilities:
Member Service:
Greet members and visitors in a friendly and professional manner.
Address member inquiries regarding account information, transactions, and credit union products and services.
Resolve member issues and complaints promptly and effectively.
Sales:
Identify opportunities to cross-sell and up-sell credit union products and services, such as savings accounts, loans, credit cards, and insurance.
Meet or exceed individual and branch sales targets.
Conduct product presentations and explain the benefits and features of credit union offerings.
Account Management:
Open new member accounts, including savings, checking, and certificate accounts.
Process loan applications, provide loan information, and follow up with members throughout the loan process.
Assist members with account maintenance, including address changes, stop payments, and direct deposits.
Transactional Duties:
Perform teller duties such as cashing checks, accepting deposits, processing withdrawals, and handling payments.
Balance cash drawers and reconcile discrepancies.
Process wire transfers and other financial transactions accurately and efficiently.
Compliance and Risk Management:
Adhere to all credit union policies, procedures, and regulatory requirements.
Maintain confidentiality and security of member information.
Identify and report suspicious activities in compliance with anti-money laundering (AML) regulations.
Team Collaboration:
Work closely with other team members to ensure a cohesive and efficient branch operation.
Participate in branch meetings and contribute ideas to improve branch performance and member satisfaction.
Administrative Tasks:
Maintain accurate records of member interactions and transactions.
Prepare and submit reports as required by management.
Keep abreast of changes in credit union products, services, policies, and procedures.
Knowledge, Skills, and Experience
Customer Service Orientation
Sales Skills
Communication Skills
Attention to Detail
Problem-Solving Abilities
Technical Proficiency
Time Management
Team Collaboration
Required Experience
High School Diploma or equivalent; associate or bachelor's degree in finance, business, or a related field preferred.
Minimum 1-year previous experience in customer services, cash handling, and sales; Previous experience in banking or financialservices preferred.
Knowledge of credit union operations and financial products.
Proven experience in sales and member service with a track record of achieving targets.
Ability to work flexible hours, including weekends, as needed.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations, and explanations with members, direct and indirect reports, and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance.
COMPANY INFORMATION:
Freedom Federal Credit Union is a community-chartered federal credit union offering consumer financialservices to those who live, work, volunteer, worship, attend school, or have family in Harford, Baltimore, & Carroll Counties as well as Baltimore City. Additionally, Freedom offers a full line of banking services for all businesses, associations, and other organizations that are based in those same locations. To learn more, visit freedomfcu.org.
Freedom Federal Credit Union offers competitive compensation, and our benefit offerings include:
Paid time off Accrual of 17 days in 1st year of employment
11 paid holidays with an extra floating holiday for your birthday
Medical, Dental, and Vision coverage - Single and Family options available
Supplementary Health Benefit offerings including Critical illness insurance, Accident Insurance, and Hospital Indemnity Plans
Life and AD&D Insurance, Short-Term and Long-Term Disability Plans
401k Retirement Plan with employer match options after 1 year, potential for additional discretionary contribution from the organization each year
Tuition Reimbursement options of up to $5,250 each year
Freedom Federal Credit Union conducts credit, bond, and background checks. All new hires must present evidence of authorization to work in the US. Freedom Federal Credit Union participates in the E-Verify program. Freedom Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected Military/Veteran status and will not be discriminated against based on disability.
If you are a disabled applicant and cannot apply online, please contact Freedom directly at ***************************** for assistance.
$20 hourly Auto-Apply 3d ago
Customer Service Rep
Domino's Franchise
Finance service representative job in Federalsburg, MD
Job Description
Domino's Customer Service Reps perform customer service duties and pizza making duties. They are responsible for providing quality customer service as well as making our delicious food with pride. Why work for us:
• Schedule - We offer flexible scheduling & opportunities for overtime
• Perks - Discounts on menu items, safe work environment, & opportunities for growth
• Benefits - Domino's offers excellent benefits (eligibility dependent on hours worked/week)
What we're looking for in our Store Team Members:
• Demonstrates ability to maintain food and team member safety
• Excellent customer service skills
• Ability to operate store technology
• Ability to assist with store operations
Qualifications
Minimum job requirements:
• Must be 16 years of age or older
Additional Information
At Domino's, we are a brand of honesty, transparency and accountability and we want exceptional people like you to join our team! We have continued to prove we “Put our People First” by making sure our work environment is safe and provides stability for you as a team member. The brand continues to deliver the “Power of Possible” to local Domino's store owners, 90% of which started as delivery drivers and pizza makers in our stores!
$28k-36k yearly est. 9d ago
Private Client Banker - Oxon Hill (New build) - Oxon Hill, MD
Jpmorganchase 4.8
Finance service representative job in Oxon Hill, MD
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financialservices, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$48k-112k yearly est. Auto-Apply 1d ago
Customer Service Representative
Fyzical Therapy and Balance Centers 3.7
Finance service representative job in Bowie, MD
Job Description
FYZICAL, the leading physical therapy company in the country, has a Client Care Specialist opening in Bowie, Maryland.
The Client Care Specialist is the first and last person clients see when they enter, making this role critical for daily operations. Ideally, the Client Care Specialist is bilingual in Spanish and English.
Come be a part of a team that helps people get back to what they love doing!
Responsibilities
The responsibilities include:
Gather patient data, schedule appointments, insurance verifications, track patient referrals, coordinate evaluations and reevaluations, and process cancellations and no show requests.
Build and maintain a log of all reports sent to doctors
Collect all payments, complete insurance authorization, and follow up on insurance verification
Send benefits paperwork to billing companies
Fax reports to physicians
Communicate with the office manager and clinicians about scheduling and patient arrival
Required Skills
Required skills:
Valid driver's license and reliable transportation
High school graduate or GED equivalent
Great communicator and multitasker, detail-oriented
Positive attitude, good work ethic, integrity, and empathy toward people that are in pain
Great demeanor, strong integrity, and compassion
$28k-36k yearly est. 23d ago
Customer Service Representative- Mechanical Industry
Southern Pride Service
Finance service representative job in Whitehaven, MD
You're the best and you want to join a team that appreciates you, where you can create your own opportunities.
Who We Are
Southern Pride Service is a reputable, family-owned residential HVAC (Heating, Ventilation, and Air Conditioning) company committed to providing exceptional services to homeowners in Southern Maryland. With 30 years of industry experience, we have built a strong reputation for our quality workmanship, reliability, and outstanding customer service. We prioritize the comfort and satisfaction of our clients, and we are dedicated to delivering top-notch HVAC solutions.
Why We Need You
Because we offer top of the line products and services, we need top of the line Customer ServiceRepresentatives with experience in the mechanical industry, who genuinely care about the customer and look at this opportunity as not just a job but a career.
The Big Task
As a Customer ServiceRepresentative at Southern Pride, you will play a crucial role in ensuring excellent customer experiences and maintaining our stellar reputation. You will be responsible for providing friendly and efficient customer service, addressing inquiries, scheduling appointments, and coordinating with our HVAC technicians to deliver prompt and reliable solutions to our valued clients.
Key Sub Tasks
Respond promptly and professionally to customer inquiries via phone, email, and in-person.
You will have the opportunity to master our refined call script, allowing you to effortlessly convey professionalism and authenticity during every interaction with our esteemed customers.
Schedule service appointments and dispatch technicians efficiently.
Maintain customer records, update databases, and document relevant information.
Follow up with customers to ensure satisfaction and address any concerns.
Collaborate with the service team to ensure effective communication and timely resolution of customer issues.
Maintain a high level of product knowledge to assist customers effectively.
Provide administrative support to the office team as needed.
Desired Skills and Experience
Previous experience in customer service or a similar role is preferred.
Excellent communication and interpersonal skills.
Strong problem-solving abilities and ability to handle customer complaints with empathy.
Proficiency in using computer systems, including customer relationship management (CRM) software and Microsoft Office.
Ability to multitask, prioritize, and work efficiently in a fast-paced environment.
Detail-oriented with excellent organizational skills.
Positive attitude and willingness to learn and adapt.
Familiarity with residential HVAC systems and terminology is desirable but not required.
What We Offer
Competitive salary based on experience.
Comprehensive health, dental, and vision insurance plans for you and your family.
Retirement savings plan (401k) with company match.
We pay 100% life insurance, short-term and long-term disability
Paid vacation and holidays.
Opportunities for growth and professional development.
Supportive and friendly work environment in a family-owned company.
A family. This is last on the list because it's most important. We care about our team, and expect you to bring that same caring when you join. We do a lot more than just work together. You'll come to love our company outings, and you'll build life-long friendships at Southern Pride Service
If you want to be part of something bigger than just a job - make this career move and find exactly what you're looking for. You will work in a place where you will be appreciated by your team and customers, and where your work has a direct effect on the success of the company. If this sounds like you, spend a little time learning about Southern Pride Service by visiting *****************************
Equal Opportunity Employer
$28k-36k yearly est. 60d+ ago
Customer Service Representative - Seaford
EMG Acquisitions
Finance service representative job in Seaford, DE
What's it like to work at Minute Loan Center? Well, awesome! We work hard, play hard and treat each other like family. MLC is a consumer finance company that specializes in providing our customers with instant funds through different loan opportunities, including online loan options. Employees in MLC stores are trained in underwriting (loans), collections, marketing, sales, customer service and store management.
Although we are a retail operation and welcome our customers into the store, our online platform and services are second to none and most of your customer interactions will be online or over the phone.
Regarding COVID:
Our people are the heart of the company and our number one asset. We are committed to providing safe working conditions at all of our locations and have invested in measures aimed at keeping employees healthy during the COVID-19 pandemic. With safety as one of our core company values, we've established enhanced cleaning and sanitization protocols, and provide personal protective equipment to all employees-including masks and hand sanitizer. Ensuring the well-being of our team members is a top priority.
Join our team today!
Benefits:
EMG employees enjoy a wide range of benefits including:
On-the-Job Training
Contests and Bonuses
No Late Evenings
No Sundays
Health Insurance
Paid Time Off
Company Holidays
Direct Deposit
Payroll Advance Program
What you need to do the CSR job:
Excellent customer service skills
Strong sales skills, including cross-selling
Enjoy public contact
Able to work well under pressure
Problem solving skills
Details:
High school diploma or GED
Customer Service experience preferred
Consumer Loan experience preferred
Cash Handling experience preferred
$29k-37k yearly est. 60d+ ago
Customer Service Representative - State Farm Agent Team Member
Eric Cline-State Farm Agent
Finance service representative job in Seaford, DE
Job DescriptionBenefits:
Hourly PLUS Commission
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Customer ServiceRepresentative - State Farm Agent Team Member with Eric Cline - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist clients with policy changes and updates.
Process insurance claims and follow up with clients.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Strong communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
$29k-37k yearly est. 24d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Chesapeake Ranch Estates, MD?
The average finance service representative in Chesapeake Ranch Estates, MD earns between $23,000 and $71,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Chesapeake Ranch Estates, MD
$40,000
What are the biggest employers of Finance Service Representatives in Chesapeake Ranch Estates, MD?
The biggest employers of Finance Service Representatives in Chesapeake Ranch Estates, MD are: