Trader
Finance service representative job in Wayne, NJ
Job Title: Refined Fuel Trader / Trade Platform Designer → Operations & Trading Management Lead
Type: Contract to Hire.
This role is based in the NY/NJ region. We will consider candidates who live outside the area if they can travel to New Jersey during the work week on a consistent basis. This role reports to the Head of Trading / Commercial Director / Platform Program Lead
Role Summary (Two-Phase Role)
This position is intentionally structured in two stages:
Phase 1: Platform Design & Build (Initial Focus)
For the first portion of the role, the successful candidate will act as a front-office refined products trading SME and workflow owner, helping design, validate, and launch a new refined fuels trade platform. The candidate will translate real trading-desk needs into system requirements across the full lifecycle: origination → pricing → execution → logistics → due diligence/KYC → settlement.
Phase 2: Operations / Management Transition (Post-Launch Focus)
After the platform is live and stable, the role will transition into a leadership seat overseeing trade operations, execution integrity, platform adoption, and ongoing optimization, with continued commercial/trading contribution as appropriate. This is a rare opportunity to design the system first, then run the business on it.
Key Responsibilities
Phase 1 - Platform Design & Launch Ownership
Serve as trader-in-the-loop product owner for the design of a refined fuels trading platform.
Define platform requirements and user stories based on real desk workflows:
deal capture & pricing (Platts/Argus benchmarks, diffs, EFPs)
hedging and paper links to physical trades
shipping & scheduling (laycans, nominations, re-routes)
terminal/storage integration
credit checks & limits
documentation, confirmations, invoicing, settlement
Map and build in real-world exceptions: quality disputes, partial lifts, demurrage, claim handling, washouts, swaps/rolls.
Lead UAT, go-live validation, and trader/ops acceptance testing.
Partner with engineering/UX to ensure adoption-ready workflows.
Phase 1 - Trading & Market Expertise Input
Provide refined products trading expertise to ensure platform matches market and execution reality.
Help shape product scope including:
EN590 / ULSD / Gasoil
Jet A1 / Av-kerosene
Gasoline (multi-grade)
Fuel Oil (HSFO/VLSFO/MGO blends)
Naphtha + blending components
Validate arb, freight, storage, and blending economics logic in platform tools.
Phase 2 - Operations & Management Lead (Post-Launch)
Lead trade operations and execution quality once the platform is live.
Run the refined fuels trade lifecycle on the platform: execution governance, logistics coordination, due diligence/KYC/credit integrity, and settlement reconciliation.
Own platform adoption, training, and operational KPIs.
Drive a continuous improvement roadmap based on live desk feedback.
Manage or help build the operations/trading support team as volume scales.
Continue commercial/trading contribution as appropriate.
Required Experience & Qualifications
7-15+ years refined products trading at a major trading desk (Mercuria / Trafigura / Vitol / Glencore / BP / Shell / TotalEnergies / Gunvor).
Demonstrated refined fuels P&L capability and deep physical execution knowledge.
Hands-on experience with front-to-back trading platforms, such as:
Endur/Openlink, Allegro, RightAngle, SAP CTRM, AspectCTRM, Brady/Eka, Murex
Execution/market access: ICE, CME/NYMEX, Trading Technologies, Trayport
Post-trade digitization a plus: VAKT, Komgo
Strong logistics fluency: shipping, storage, blending, inspections, claims.
Ability to convert desk workflows into platform requirements for technical teams.
Bachelor's degree in Finance, Economics, Engineering, or similar.
Preferred / “Edge” Capabilities
Prior involvement in CTRM migrations, UAT, platform upgrades, or desk buildouts.
Existing counterparty network with refiners, NOCs, wholesalers, and end users.
Comfortable bridging front office, ops, credit, compliance, and engineering.
Builder mindset with high standards for usability and controls.
Sales Representative | Painting & Coatings Division
Finance service representative job in Pelham, NY
Commercial & Industrial Painting (NY-CT Region) | Top Performers Earn $150,000-$200,000+ | Base Salary + Uncapped Commission
Are you a true hunter with a proven track record of closing B2B service contracts? Do you already sell in the commercial trades with relationships you can bring on Day 1? Do you thrive on achievement, competition, and delivering real value to clients?
A.G. Williams Painting Company is a respected, 120-year-old commercial and industrial painting leader. We are seeking a high-performance Commercial Sales Representative to expand our footprint in Westchester, Fairfield, Putnam, Rockland, and surrounding counties.
The Making of a Top-Performing Rep
High Need for Achievement: You set big goals, attack them relentlessly, and expect to win.
Competitiveness: You want to dominate your market, not just sell a job, but outperform competitors with superior solutions.
Relationship Intelligence: You already have connections with: Property managers, facility managers, HOAs, schools & universities, industrial & commercial site managers, healthcare facilities, hospitality, retail, and institutional clients
Consultative Problem-Solving: You listen deeply, identify risks/needs, and tailor the right solution, never just “quote a job.”
Resilience & Tenacity: You follow up, stay organized, and keep deals alive through long cycles.
Coachability & Accountability: You want structure, process, and feedback. Most importantly, you pride yourself on hitting your goals every single month.
Compensation
Base Salary + Uncapped Commission Structure
Top performers earn $150K-$200K+ annually, with no ceiling on earnings.
Your income is driven by your effort, skill, and relationships.
What You'll Do
Drive Revenue. Build Relationships. Close Deals. You will:
Proactively identify, prospect, and win new commercial accounts. Leverage existing customer relationships and build new ones across NY-CT.
Conduct site visits, measurements, and detailed takeoffs.
Prepare accurate estimates using company estimating tools (training provided).
Present proposals and close business confidently and professionally. Build a pipeline through consistent prospecting and networking.
Collaborate with operations to ensure flawless project hand-off.
Maintain CRM discipline, follow a proven sales process, and hit revenue targets.
Must-Have Qualifications
5-7+ years B2B trade sales experience: Painting industry experience is ideal. Comparable trade experience (roofing, flooring, pavement, restoration, mechanical, janitorial, facility services, etc.) is acceptable if you have strong relationships in our target market.
Strong existing relationships in the territory: This role requires a warm network and the ability to generate meetings through trust and reputation.
Proven track record of hitting sales goals: Average performers will not succeed here.
Hunter mindset with relationship-first approach: You must be both aggressive and professional.
Relationship Building & Communication Mastery: Skilled in prospecting, engaging prospects, and presenting solutions with clarity and confidence.
Self-Driven, Organized, Coachable, Accountable: We value autonomy, and we also expect process alignment and a team-first mentality.
Valid driver's license + reliable vehicle
Key Behaviors of High Performers (Drawn From Industry Best Practices)
Our top reps share the following traits:
Disciplined time management and high-output daily activity
CRM mastery and exceptional follow-up
Confidence without ego
Empathy and consultative communication
Professional appearance and conduct
Ownership mentality, no excuses, only solutions
Strong teamwork with estimators, operations, and leadership
What Greatness Looks Like
Existing book of business or strong relational equity
Self-generating opportunities
Winning 50%+ of qualified estimates
Clean, accurate project documentation
Consistently hitting revenue, profit & activity targets
High client retention
About A.G. Williams Painting Company
A.G. Williams is a fourth-generation, family-owned leader in commercial, industrial, and institutional painting. For 120 years, we have built our name on professionalism, consistency, craftsmanship, integrity, and long-term partnerships.
Our commercial division focuses on direct-to-owner repaint work across corporate offices, industrial buildings, hospitals, schools, multifamily properties, country clubs, religious institutions, municipalities, and more.
Benefits & Professional Growth
Unlimited income potential
Stable pipeline support and high-quality inbound opportunities
Career path with continuous mentorship and performance coaching
Ongoing paid training: coatings systems, manufacturer certifications, LRRP, lift certifications, OSHA, and other skill-development programs
Strong operations team to ensure projects are delivered professionally and on time
Sell a respected brand with 120 years of excellence
A value proposition built on quality, trust and professionalism
Family culture and strong team support
Flexible PTO and paid holidays
To Apply
Apply on our company website, directly on LinkedIn, or on Indeed. You can also send your résumé and a brief note to ******************************** with the subject line “Your Next Commercial Sales Representative”.
Online Customer Service Representative
Finance service representative job in Glen Head, NY
London Jewelers is a premier jewelry business, family owned and operated for over 95 years. We continue to set the standard for quality and service in providing customers with the finest selection of diamonds, designer jewelry, fine timepieces and gifts, presented in a luxurious style and setting with superior customer service. We are seeking a dedicated online customer service, brand relationship representative to manage customer interactions and provide support for our products and services. The ideal candidate will handle inquiries and tracking, resolve complaints, and ensure customer satisfaction.
Responsibilities:
Respond to customer inquiries via phone, email, and chat
Track customer inquiries through multiple websites and through entire lifecycle of customer's request
Add products and update content on London Jewelers website
Maintain Brand pages on London Jewelers website updating banners, products and information
Daily price and inventory updates on our website
Resolve customer complaints in a professional manner
Process orders, returns, and exchanges
Track monthly store traffic report
Daily cash report
Routine testing of functionality of website, content images displayed correctly, links live, and add to cart active
Provide product and service information and guidance
Maintain appointment requests for store locations
Document and update customer records based on interactions
Follow up and track with customers and the store to ensure their issues are resolved
Stay updated on product knowledge and company policies
Follow daily task check list
Maintain a positive and empathetic attitude toward customers
Qualifications/Experience:
Proven experience as a customer service representative or similar role
Excellent communication and interpersonal skills
Ability to handle stressful situations and diffuse upset customers
Proficient in using ERP software and CRM tools
Strong problem-solving skills
Ability to multitask and manage time effectively
Attention to detail and accuracy
High school diploma or equivalent; a degree or equivalent
Flexibility to work in shifts if required
Good typing skills and computer literacy
Preferred Qualifications:
Degree in a relevant field
Job Type:
Full-time
In office
Salary:
$25 an hour
Benefits:
Health insurance
Dental insurance
Vision insurance
Paid time off
401(k) with employer matching
Employee assistance program
Employee discount
Flexible spending account
Health savings account
Life insurance
We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.
Proprietary Equity Traders Wanted
Finance service representative job in Greenwich, CT
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplySales Representative
Finance service representative job in Verona, NJ
Are you interested in pursuing a technology-focused career that drives innovation and shapes the future of communication? Our company has consistently been a leading provider of market insights and consumer sales in the region. We gather customer perspectives and determine consumer preferences for our telecommunication client's products, services, and promotional sales through customer introduction and communication. Our clients aim to provide the most advanced technology services available, and our AT&T Cellular Sales Agents are their partners in reaching qualified customers. By having a free flow of information between our clients and our teams, we develop a deep understanding of where our clients want to be in the short term and how we can advance their technology preferences.
We are seeking an AT&T Cellular Sales Agent who will gain a comprehensive understanding of the telecommunications field to effectively answer potential customer questions, troubleshoot issues, and suggest alternative service options. We are seeking an AT&T Cellular Sales Agent who is passionate about creating business opportunities and committed to staying ahead of client innovations.
*What we look for in an AT&T Cellular Sales Agent:*
* Build a positive image and representation of the client brand by providing informative customer service before, during, and after the sales process for residential consumers
* Use communication and engagement strategies to secure new customers, achieve outreach goals, and complete sales metrics
* Develop an understanding of the market region to generate more relevant marketing and sales strategies for client products
* Work with the sales team and other AT&T Cellular Sales Agents to determine how client qualifications and protocols can be adequately conveyed to the customers
* Utilize entry-level training on sales, customer service, client expectations, and business metrics to generate new opportunities for the client successfully
* Analyze sales results to identify patterns, track market preferences, and better assist customer service and marketing strategies
*Qualifications for a Successful AT&T Cellular Sales Agent:*
* A high school diploma or equivalency
* Previous knowledge of customer service, sales, business, management, or leadership is encouraged
* Ability to properly communicate the benefits and elements of our client's services during sales orders
* Reliability in time management to follow schedules and achieve planned goals for marketing, product visibility, sales, and customer service
* Friendly and professional demeanor when working with customers, management, and other AT&T Cellular Sales Agents
This is a full-time, commission-based position with an on-target earnings range of $42,000-$62,000 annually.
Fixed Income Execution Trader (USA)
Finance service representative job in Stamford, CT
Trexquant is seeking a Fixed Income Trader to join our team. The ideal candidate will have experience executing both high-touch and electronic trades in corporate credit and rates instruments. In addition to trade execution, this role also involves cultivating relationships with liquidity providers and trading venues, contributing to the firm's execution excellence, and working closely with quantitative researchers and technologists to enhance execution workflows and advance Trexquant's systematic fixed income strategies.
Responsibilities
* Execute trading in corporate credit instruments (IG, HY, EM), including cash bonds, credit indices, and ETFs, as well as rates instruments, including treasuries, bond futures, and other interest rate derivatives
* Conduct both high-touch and electronic executions across OTC and exchange venues, covering both secondary and new issue transactions
* Cultivate and strengthen relationships with street sales, trading, and syndicate teams to broaden liquidity access
* Monitor market microstructure, liquidity dynamics, and credit developments to optimize execution, manage transaction costs, and improve portfolio outcomes
* Track execution metrics and conduct transaction cost analysis to identify and implement execution enhancements
* Collaborate with quantitative researchers and technologists to develop and refine execution workflows and algorithmic trading strategies
* Coordinate with operations on settlements and corporate actions
* Monitor risk exposures and ensure adherence to the firm's trading, operation, and compliance standards
* Provide real-time market insights and feedback to researchers and contribute to alpha and strategy development
Physical Commodity Trader
Finance service representative job in White Plains, NY
Interoceanic Corporation (IOC) is a family of businesses that covers several different sectors including fertilizers, industrial chemicals, logistical assets, lawn and garden business, ice melt as well as private investments. We have cultivated a solid network andhaveoperational capacity spanning decades of domestic and international exposure. As the business has grown, so have the potential acquisition opportunities that come across our desk. Rooted in industry traditions, our business is grounded in excellent service. The IOC family of companies is always growing.At the same time, our unique entrepreneurial spirit propels the scope of our capabilities while offering our highly valued employees the opportunity to grow, develop and showcase their individual talents.
We are seeking an experienced and motivated Fertilizer Trader to join our team. The Fertilizer Trader will play a critical role in sourcing, trading, and managing the distribution of fertilizer products while maintaining strong relationships with suppliers and customers. The ideal candidate will have deep industry knowledge, a robust network, and the ability to analyze market trends to maximize profitability.
Key Responsibilities
Trading:
Negotiate purchase and sales contracts to ensure competitive pricing and favorable terms.
Monitor market trends, supply chain disruptions, and geopolitical factors affecting fertilizer availability and pricing.
Customer Relationship Management:
Develop and maintain strong relationships with suppliers, distributors, and end-users.
Identify and onboard new clients to expand the customer base.
Provide exceptional customer service, addressing inquiries and resolving issues promptly.
Market Analysis and Strategy:
Conduct market research to identify emerging trends, competitive dynamics, and opportunities for growth.
Develop and implement trading strategies to optimize profitability.
Monitor and manage risk associated with market fluctuations and pricing.
Logistics and Operations Coordination:
Collaborate with logistics teams to ensure timely delivery and compliance with regulations.
Manage inventory levels to meet customer demands while minimizing carrying costs.
Ensure all trade activities comply with company policies, industry standards, and legal requirements.
Qualifications
Minimum 5 years of experience in international, fertilizer trading, vessel chartering, and US barge/rail distribution systems.
Proficiency with incoterms, trade finance, physical market etiquette.
Strong analytical skills and market awareness, with an aptitude for working in fast-paced environments.
Working Conditions
Office environment with occasional travel to meet suppliers, customers, and attend industry events.
May require working extended hours during peak trading periods.
Benefits
Competitive salary and performance-based bonuses.
Health, dental, and vision insurance
Retirement savings plan with company match.
Career development and training opportunities.
Friendly and collaborative work environment.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
Interoceanic Corporation (IOC) is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status
Experienced Trader
Finance service representative job in White Plains, NY
Experienced Trader Job Description
We are Gelber Group -- Passion for Trading. Powered by Technology.
Headquartered in Chicago with offices across the United States and Europe, for more than 40 years, we have set the bar as one of the industry's most innovative and enduring proprietary trading firms. Our success derives from a relentless pursuit of new trading ideas and careful attention to technology. We believe in a culture of entrepreneurship, innovation, and collaboration and we empower each member of our team to have a meaningful impact from the very start of their career with Gelber. We invest in our future through our technology and talented staff, strategically committing resources to move our firm forward and help our people succeed. We trade a little bit of everything here and are always looking to expand into new opportunities. Our flat organizational structure and focus on a true meritocracy with competitive profit splits attracts individuals with an edge which contributes to our consistent success.
As an Experienced Trader, you will have a real opportunity to have a huge impact on the firm. You will work side by side with other successful and talented individuals to capitalize on market opportunities. This role is for someone who flourishes in a fast-paced environment, has a strong work ethic, a competitive attitude, and a proven record of profitability in a trading position for at least 2 years.
What you'll need:
Proven track record of profitability as a trader for at least two years
Develop and implement trading strategies aimed at generating consistent profits while adhering to risk management guidelines and regulatory requirements
The ability to create and support quantitative models
Experience with data analysis programming languages (Python is a plus)
An attentive, mindful, and focused demeanor
Proven self-starter
Ability to thrive in a fast-paced and dynamic trading environment, with a focus on teamwork, collaboration and continuous improvement
Strong communicator who works well with others but also thrives in an entrepreneurial environment
The approximate annual base compensation range for this position in White Plains, New York is $72,000 to $120,000. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity. In addition to your salary, our total rewards package includes health benefits, a 401(k) plan, PTO, parental leave, professional development, tuition reimbursement and discretionary bonus, enhancing your overall total rewards package.
Benefits and Culture:
Medical, Dental and Vision Benefits
Life insurance and long-term disability
401K
Generous vacation time, paid holidays, and paid parental leave
Social events including team dinners and company parties
Employee referral bonus program
Tuition Reimbursement
Charitable giving and company match
Casual, relaxed office environment
If you are based in California, we encourage you to read the Gelber Privacy Notice for California Employees and Applicants, linked here.
Auto-ApplyAuto Customer Service Reps
Finance service representative job in New Rochelle, NY
149 E Main St., New Rochelle, New York 10801
AUTOMOTIVE SERVICE APPOINTMENT SCHEDULER Business Development RepresentativePay: $18 - $21 an Hour PLUS Bonuses! Paid Training, Great Benefits & Room for Advancement!
Previous Customer Service & Experience Handling High Call Volume in Any Industry Preferred.
Mazda of New Rochelle is HIRING NOW for friendly Service Representativesto set up service appointments, answer inbound service calls, and, most importantly, provide excellent customer service for our busy Service Department! We offer paid training, a great benefits package, and advancement opportunities to all our employees! See our work culture in action here!
Ideal applicants will be well-spoken and courteous to ensure a positive impression is made on our current and potential customers.
Those with previous Clerical, Business Development, or Call Center experience are encouraged to apply!
We offer:
$18 - $21 per hour based on experience
Performance Bonuses
Full-time Position, 5-Day Work Week
Brand new facility!
Paid Training
Medical, Dental & Vision Insurance
401(k) Retirement Plan
Paid Vacation / Sick Time
Work / Life Balance
Employee Discounts on Products & Services
Vehicle Purchase Plans
Supportive Management Team
Long-term Job Security & Advancement Opportunities!
Responsibilities Service BDC Representative:
Answer incoming calls and work with vehicle owners to book appointments for vehicle service.
Schedule automotive service appointments.
Call customers to confirm service appointments and/or remind them when their vehicle is due for its next service.
Assist with recalls: The service Manager will supply a list of customers in our database with open recalls and/or due maintenance
Call customers who need the recall completed on their vehicle and set an appointment that is mutually convenient for the customer and service department
Assist with other duties as needed/ assigned
Requirements Service BDC Representative:
This is an onsite position
Automotive dealership experience is a plus!
Great phone voice and experience handling high call volume
Must have the ability to multi-task
Must be skilled with Computer Data Entry and Microsoft Word & Excel, as well as a Multi-Line Phone systems
Must be reliable
Professional appearance and a positive attitude
Valid driver's license and clean driving record
Please upload your resume. Completing the online assessment will grant you priority consideration!
Must pass pre-employment testing to include background checks, MVR, and drug screen
We are an Equal Opportunity Employer
and prohibit discrimination/harassment regarding race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
RequiredPreferredJob Industries
Customer Service
Part Time Associate Banker Westchester East (30 Hours)
Finance service representative job in White Plains, NY
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.
Auto-ApplyCustomer Service Representative
Finance service representative job in Greenwich, CT
We are looking for a personable and skilled Client Service Representative (CSR) to join our team! As the primary point of contact at our clinic, you will play a crucial role in ensuring every client interaction-whether over the phone or in person-results in a positive and memorable impression. Your ability to create a welcoming environment and deliver exceptional service will be key to our success.
CSR Responsibilities:
Understands, communicates, and properly prioritizes scheduled appointments, client education, and lobby triage by vaccine, wellness, parasite, and retail needs to ensure an efficient and productive schedule and daily workflow.
Operates multiple-line telephone system. Answers incoming calls, places, callers on hold, transfers calls, and pages staff members appropriately. Takes and routes messages for veterinarians and staff members.
Empathizes with clients and remains compassionate and well-mannered if a client becomes emotional or discourteous. Remains calm and collected in the face of emergency situations. Ultimately, it is the CSR who creates a good first and last impression on our clients.
Accepts payments, makes change, processes credit payments, and other forms of payment while maintaining an accurate cash drawer.
Maintains accurate and updated client information and pet records, including obtaining pet medical records from other clinics and providing administrative support (scanning documents, updating records, faxing, emailing, etc.) to keep accurate and reliable client information.
Complete all tasks as assigned by the supervisor(s).
Qualifications & Requirements:
$17-21 per hour starting wage
Professional and friendly phone etiquette
Available to work weekends and holiday rotations, as needed
Ability to properly prioritize and complete tasks simultaneously
Ability to problem solve and adapt to multiple situations
HS Diploma or educational equivalent
Excellent customer service skills
Computer efficiency
Very detail-oriented
Preferred: Experience with Veterinary Electronic Medical Records (Avimark, Cornerstone, etc.)
Preferred: One year of customer service representative experience
Preferred: Knowledge of veterinary medical terminology and procedures
At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities.
Here's what you can expect when you join our team:
Tailored development programs, mentorship, and career pathing to help you achieve your unique goals.
Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being.
Health, dental, vision, life insurance, and mental health resources to support your overall well-being.
Generous paid time off and holidays, because your personal time matters.
A supportive, collaborative environment where everyone feels a sense of belonging.
Please note: Any Benefits listed above apply to full-time employees.
At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
Auto-ApplyBilingual English and Spanish Member Loyalty Representative
Finance service representative job in Union City, NJ
Oportun (Nasdaq: OPRT) is a mission-driven fintech that puts its members' financial goals within reach. With intelligent borrowing, savings, and budgeting capabilities, Oportun empowers members with the confidence to build a better financial future. Since inception, Oportun has provided more than $19.7 billion in responsible and affordable credit, saved its members more than $2.4 billion in interest and fees, and helped its members save an average of more than $1,800 annually. Oportun has been certified as a Community Development Financial Institution (CDFI) since 2009.
WORKING AT OPORTUN
Working at Oportun means enjoying a differentiated experience of being part of a team that fosters a diverse, equitable and inclusive culture where we all feel a sense of belonging and are encouraged to share our perspectives. This inclusive culture is directly connected to our organization's performance and ability to fulfill our mission of delivering affordable credit to those left out of the financial mainstream. We celebrate and nurture our inclusive culture through our employee resource groups.
POSITION OVERVIEW
Oportun is currently seeking qualified candidates with customer service, cashier, sales, or hospitality experience to work Full-Time. At Oportun, we consider our customers to be our members, and the primary focus of our Member Loyalty Representatives is to create and generate a rewarding and unique member service experience. Our Member Loyalty Representatives are passionate about listening, helping, and connecting with people at all touchpoints, such as in our stores and in the communities around our stores through personal outreach activities. As a key member of our team, you will make the mission of Oportun come to life by educating our members and communities about our inclusive, affordable financial services that empower them to build a better future.
RESPONSIBILITIES
Welcome members with a warm greeting and provide quality member service.
Seamlessly process all transactions, while following company policies & procedures and protecting our members' information.
Work as a team or independently, including time alone in the store without direct supervision or with coworkers, while exceeding daily goals in our lending and servicing activities.
Enjoy informing and educating potential members about Oportun's services by engaging in outreach efforts more than 50% of the time at Oportun locations, partner locations and/or community events. Activities include:
Building relationships with local businesses (e.g., mechanic shops, dental offices, furniture stores) and speaking with local business owners and their employees about how Oportun's services can help their customers.
Conducting outreach efforts at local flea markets, community events, and at our Lending As A Service (LAAS) partner locations to increase awareness capture leads, and assist with starting applications;
Actively engaging with people at and around Oportun's retail locations, encouraging store visits, and assisting with applications.
Supporting community outreach and marketing events, by passing out flyers and educating the local community about Oportun and its products and services; and
Using iPads or assisting potential members with scanning QR codes during outreach efforts to start new applications.
Light housekeeping to keep the work area and store location inviting and presentable to all who visit, including daily collection of trash, sweeping, mopping, and window cleaning as needed.
Use a computer intermittently (approx. 3-6 hours per day) for administrative tasks and for servicing members.
Stand while assisting members; sitting is allowed during non-member-facing tasks.
Occasionally unpack and store office or cleaning supplies.
Must have the ability to travel between designated work locations (including outreach activities) within a reasonable commuting distance as part of standard job duties. Travel will be limited to sites considered part of an ordinary commute.
Be a role model for Oportun's Core Values: On a Mission, As One, to Make it Better, Now.
REQUIRED QUALIFICATIONS
Must be bilingual (English/Spanish).
Must be outgoing, sales-focused, and enjoy speaking with people.
Must love to help members, including prospective members through outreach and educational activities.
Must be available to work weekends and be flexible with a rotating work schedule of hours based on store needs. Schedules are set every two weeks.
Must have regular, reliable, and predictable attendance to support store operations.
Must be willing and able to work outdoors year-round to identify new sales opportunities and promote company products and services through designated outreach activities.
Ability to lift and/or move objects up to 25 pounds, as needed.
Basic computer skills and ability to operate office equipment such as, phones, scanners, and iPads.
Ability to organize and file paper documents.
AS A VALUABLE MEMBER OF OUR TEAM, YOU'LL RECEIVE
Medical, Dental, Vision, Flexible Spending Accounts (FSAs), EAP, Life and Disability insurance
Accident coverage
Paid Time Off
16 paid hours (VTO) to participate in volunteer activities each year
Employee Assistance Fund (OEAF)
401(k) retirement savings
Travel Assistance
Paid Training
Competitive pay, plus sales incentives $$$
Growth opportunities
Flexible schedules
Opportunity to positively impact your community
The base hourly rate for this full-time position is $18.00 - $19.00.
Our hourly rates are determined by role, location and experience. The hourly range displayed on each job posting reflects a minimum and maximum for new hire rates for this position, specific to the location of this job posting.
Please note that the compensation details listed in this posting reflects only the hourly rate for this position and does not include other compensation elements or benefits.”
We are proud to be an Equal Opportunity Employer and consider all qualified applicants for employment opportunities without regard to race, age, color, religion, gender, national origin, disability, sexual orientation, veteran status or any other category protected by the laws or regulations in the locations where we operate.
California applicants can find a copy of Oportun's CCPA Notice here: *******************************************************
We will never request personal identifiable information (bank, credit card, etc.) before you are hired. We do not charge you for pre-employment fees such as background checks, training, or equipment. If you think you have been a victim of fraud by someone posing as us, please report your experience to the FBI's Internet Crime Complaint Center (IC3).
Auto-ApplyWealth Management Risk Bank Model Control Team - Associate/AVP WM & Bank Tool Governance
Finance service representative job in Harrison, NY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 42 countries. Morgan Stanley Wealth Management provides a range of wealth management products and services for individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust.
Description
Morgan Stanley Wealth Management Risk group is responsible for overseeing the risk and control framework within the Wealth Management business unit. The group teams with WM and Bank business units as well as the Firm Risk Management group to implement control processes and procedures and protect the firm from exposure to various risks including operational, credit, investment, trading, reputational and model risk. The position will reside within WM Model Risk. The Model Control team oversees the model inventory for all WM models as well as Bank models that impact Morgan Stanley Private Bank, National Association ("MSPBNA"), Morgan Stanley Bank National Association ("MSBNA") (collectively, the "Banks"). In addition, the team is responsible for the governance and inventory of the division's non-model Tools. Tools are quantitative methods and calculations that (1) are separate and distinct from models in that their outcomes are generated by deterministic rules or algorithms, and (2) can cause financial, regulatory, or reputational harm to the Firm as a result of undetected errors given their use for Financial or Regulatory Reporting, Capital Planning, Limit Management, Client Reporting, Pricing or any other critical business function. These tools might be implemented in End User Computing software (EUCs) or in broader firm platforms.
The applicant should be interested in risk and controls, as well as process oversight and management. Work history should demonstrate strong attention to details, execution and project management skills, and the ability to influence and coordinate within cross-functional teams.
Responsibilities
* Conduct interviews with business partners to add to the inventory of the division's non-model Tools, both EUC and System based.
* Manage inventory of Tools through the Firm Tool database (Cluster Seven IMS).
* Lead training and create training materials for business partners
* Represent the team and prepare presentation materials for Tool related committees and senior management
* Present project status to Senior Management and Model Risk Committees
* Maintain various reporting dashboards as needed
Qualifications
* Strong organization and time-management skills, with the ability to swiftly transition between projects and tasks
* Ability to work independently, be self-motivated, and have accountability/ownership of projects
* Excellent communication (verbal and written) and interpersonal skills
* Advanced MS Office skills (Excel, PowerPoint, Word)
* Knowledge of Python, SQL or Microsoft Macro/VBA is a plus
* Prior relevant risk management, operational or regulatory experience
* Education: BA or BS
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Job Posting Pay Range
Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyCustomer Service Reps
Finance service representative job in Glen Cove, NY
105 Glen St., Glen Cove, NY 11542
APPOINTMENT SETTER / SALES SUPPORT Business Development Representative
$50,000 - $65,000 a Year!
Great Benefits & Work / Life Balance!
Previous BDC, Customer Service, or Call Center Experience preferred but not required We train for your success!
On-Site, Full-Time Position
North Coast Subaru is busier than ever and seeking to add outgoing and friendly BDC Representatives to work in our Dealership's Business Development Center to answer potential customer's questions about vehicle prices, availability, etc., and to schedule appointments, for them to meet with our dealership's sales team.
Ideal applicants will be well-spoken and courteous to ensure a positive impression is made on our current and potential customers. You do not have to close any sales!
North Coast Subaru is a proud member of the family-owned Don Lia Auto Group! We value our employees and invest in their success! Apply online today!
We offer:
$50,000 - $65,000 a year
Hourly + Commission & Bonuses!
Hourly PLUS Commission!
Bonus Incentives!
Paid Training
Medical, Dental & Vision Insurance
401(k) Retirement Plan
Paid Vacation & Sick Time
Employee Discounts on Products & Services & Vehicle Purchase Plans
Clearly Defined Career Path for Advancement
Responsibilities - BDC Sales Representative:
ONSITE POSITION
Attend product and sales training
Answer internet and telephone inquiries from potential customers primarily seeking information about vehicle availability and pricing
Your primary goal is to schedule several appointments per day for potential customers to visit our dealership so we can sell them a vehicle
Be enthusiastic and create excitement about our products
Establish personal income goals consistent with dealership standards of productivity and devise a strategy to meet those goals
Qualifications - BDC Sales Representative:
Automotive BDC or Sales experience is a plus!
Customer service, and telephone/call center experience is a plus
Must be comfortable speaking on the phone and handling high call volume
An energetic and outgoing 'people person' who is motivated to succeed
Energetic and thrives in a fast-paced team environment
High school diploma or equivalent
Valid driver's license
Good customer service, communication, and computer skills
Please upload your resume. Completing the online assessment will grant you priority consideration!
Applicants must pass pre-employment screening
We are a Drug-free Workplace
We are an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment regardless of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
RequiredPreferredJob Industries
Customer Service
Banking Associate - West Orange (20 hour)
Finance service representative job in West Orange, NJ
Hours:
20
Pay Details:
$23.75 - $31.00 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
High school diploma or GED
1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
Demonstrated Customer Service skills preferred
Ability to work during operating hours to include evenings, weekends and holidays as scheduled
Teller experience preferred
Required to complete Teller training and part 1 of platform training upon hire
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Demonstrated effective problem-solving skills
Demonstrated ability to schedule and prioritize work
Demonstrated ability to work independently and within deadlines
Sound judgment in decision making and problem solving
Proficient in Microsoft Office
Notary License preferred
Customer Accountabilities:
Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
Understands and supports the Bank's customer service strategy
Considers the impact of decisions on the well-being of TD, its customers and stakeholders
Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
Ensures tasks are performed within established policy and procedures
Successfully completes all required job specific, compliance-related training
Understands, utilizes and follows compliance/risk and control programs
Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
Follows policy and procedure for Customer Authentication
Acts as Dual Control agent when required
Follows all required open/close procedures
Employee/Team Accountabilities:
Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
the team
Be an active participant in personal performance and development activities
Acts as a brand champion both internally and externally
Collaborates with team members in contributing to the success of the team and organization
Partners as a team player
Actively seeks opportunities to improve delivery of work with high attention to quality standards
Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
Positively embraces change
Adheres and participates in TD's Shared Commitments
Models quality service at every Customer interaction
Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyPart Time Associate Banker Rockland (30 Hours)
Finance service representative job in Orangeburg, NY
JobID: 210628956 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Orangeburg,NY $25.00-$30.48 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.
Auto-ApplyCSR - Full- Time - White Plains
Finance service representative job in White Plains, NY
Are you passionate about customer service? Do you like helping others accomplish their financial needs through providing relatable products and services? Are you interested in joining a diverse company where our unique contributions are recognized and celebrated, allowing each of us to thrive? Join Pay-O-Matic (POM) as a CSR!
Pay-O-Matic powers your pursuit.
As a Front-Line Customer Service Representative, you will be responsible for maintaining optimal services and providing valuable customer service. Schedules may include weekends, holidays and floating (work) to nearby stores when needed.
Role Responsibilities:
Deliver exceptional guest service, ensuring a positive customer experience in line with company standards.
Use Point-Of-Sale (POS) system for all transactions
Work in confined areas alone with an understanding of the Company's security/safety policies and procedures.
Open and close the store when required.
Process money transfer transactions and efficiently manage point of sale operations.
Adapt well in the face of workplace stressors such as heavy verbal demands of customer service
Perform transactions successfully while upholding Banking-related Compliance rules and regulations.
Maintain a harmonious work environment with colleagues through practice of mutual respect.
Sustain loss prevention protocols, strictly adhering to company policies and store standards.
Manage company funds, ensuring precise reconciliation with daily receipts and records.
Implement strong security measures to safeguard company funds and maintain financial integrity.
Perform daily reconciliation of transactions to ensure accuracy and transparency.
Role Requirements:
Prior experience in customer service.
Previous experience handling financial transactions.
Fluency in both English and Spanish, with strong communication skills in both languages required.
Experience working with Microsoft Office Suite and general computer literacy.
Must be available to work (float) at nearby locations when needed.
We make financial services accessible to humans everywhere. Join us for what's next.
Pay-O-Matic is New York City's most accessible financial services company -transforming lives and communities. We're a diverse and passionate customer-centric company with scores of employees working in more than 100 locations. We provide instant gratification to our customers through rapid check cashing, bill payments and various other products and services.
Just as we help our customers to prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Pay-O-Matic. Learn more about our purpose and people ***********************************************
Salary:
The hourly rate is $17.00 per hour. Please note that the foregoing compensation information is a good-faith assessment associated with this position only and is provided pursuant to the applicable law.
Benefits:
You will also have access to short-term incentives, Medical, Dental, Vision, Life Insurance and Sick Leave. Most of these benefits are available for full-time employees. Part-time employees can access short-term incentives and Sick Leave benefits.
Location (in-person): Store 240 - 188 Martine Ave. White Plains, New York, 10601
POM values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of company objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solving together, and innovate.
POM has determined the category of this role to be Full-time In-person. This refers to employees who, due to the nature of their work, must be in the work location full-time.
Schedule:
The 188 Martine Ave. White Plains, New York, 10601 location has the following operation hours, Eastern Standard Time (EST):
Sunday, Closed
Monday, 8:00 a.m. to 7:00 p.m.
Tuesday, 8:00 a.m. to 7:00 p.m.
Wednesday, 8:00 a.m. to 7:00 p.m.
Thursday, 8:00 a.m. to 7:00 p.m.
Friday, 8:00 a.m. to 9:00 p.m.
Saturday, 8:00 a.m. to 7:00 p.m.
The CSR will work between 30 and 40 hours a week and days will vary. Successful applicants will have the flexibility to work any day of the week within regular business hours. The specific shift needing coverage is 8:00 a.m. - 9:00 p.m.
We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws.
Estimated Job Posting End Date: 12-31-2025
This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.
Auto-ApplyVeterinary Client Service Representative
Finance service representative job in Fort Lee, NJ
Fort Lee PetVet is a full-service animal hospital founded by two dedicated veterinarians, Dr. Nazar and Dr. Han. Our team of skilled professionals combines medical expertise with a friendly, compassionate approach to deliver an exceptional experience for both pets and their owners.
We take a unique, comprehensive approach to pet health that truly sets us apart. From preventive care to complex treatments, every pet receives a personalized care plan tailored to their individual needs.
If you're seeking a veterinary team that genuinely cares and is committed to delivering outstanding care, look no further than Fort Lee PetVet.
To learn more about us visit our website at: Fort Lee PetVet
Job Description
Job duties include, but are not limited to:
Maintain the visual appeal or the hospital reception area, greet and welcome clients and patients, answer questions and triage client concerns, answer calls or emails and direct to the appropriate party for resolution, schedule appointments to maximize efficiency and daily flow, check in and check out clients and process payments. Our receptionists offer friendly emotional support in a compassionate and discreet manner during times of need to our clients and must be comfortable with various medical outcomes.
Must be able to withstand unpleasant odors and noises. May be exposed to bites, scratches, animal waste and potentially contagious diseases.
As a part of the Alliance Animal Health family, you'll have opportunities to progress clinically and professionally through education and leadership training.
Qualifications
We're looking for:
* Experienced Receptionist with a minimum of 1-year veterinary experience required
* Compassionate, Calm, Team Player, Multi-Tasker and Strong Communicator
* Highly organized and possess computer skills
* Self-starter with the desire to continue to advance your knowledge and skillset.
Additional Information
Pay range: starting at $18/hr depending on experience
We offer our staff:
* Comprehensive Benefits (health, dental, vision, liability, 401k & 401K matching program, life & supplemental insurance, HSA, & FSA)
* Employee Assistance Program
* Paid Vacation and Sick Time for ALL Employees
* Paid Bereavement Program
* Paid Parental Leave Program
* Competitive Compensation
* Continuing Education Allowance (applies to licensed/registered/certified roles)
* Tuition Assistance Program
* Access to a CVA/CVT/CVPM Partnership through Penn Foster
* Career Development Opportunities
* Referral Bonus Program for most positions!
* Additional Benefits May Also Be Available (i.e. Personal Pet Discounts, Holiday Pay, Uniform Allowance, Bonuses etc.)
Hiring eligibility may be contingent to a candidate authorizing and completing a satisfactory background check.
* Note - some benefits may only be available to or vary slightly for full time employment status vs part time status.
For additional details including our full equal opportunity statement, texting/outreach communication authorization, physical requirements of the job and more, please visit: ***********************************************************
Finance Representative
Finance service representative job in Montebello, NY
Job PurposeOrganize all client facility invoices and communication received so that its forwarded to the correct senior in a timely manner. Keep facility staff and vendors informed as needed.Duties & Responsibilities
1. Oversee and manage workflow for assigned facilities to ensure invoices get paid in a timely manner:
- Enter invoices into GP
- Reconcile vendor accounts
- Sort and handle incoming mail/correspondence
- Run monthly P&Ls
- Complete monthly projects/checklist
- Management of Credit cards and other financial tools
2. Serve as point of contact for facility Vendors:
- Reach out to vendors for missing invoices
- Process statements that are sent by vendors
- Vendors point of contact for missing payments or questions regarding payments
- Facilitating payments for sensitive vendors
3. Ensure transparent communication and a high caliber of customer service for all relevant stakeholders:
- Respond timely and accurately to all inquiries
- Proactively address any barriers to efficient workflow both intra and interdepartmentally
- Keep direct manager informed about deadlines as well as process implementation
4. Other duties as assigned
Qualifications
A successful individual in this role will:
- Have basic computer knowledge and communication skills
Specific requirements:
- Currently in school for an Accounting Degree
- Able to prioritize and meet deadlines
- Able to operate independently
- Attentive to detail
- Organized
- Able to learn new systems and policies
- Possess excellent verbal and written communication skills
Compensation: $22-$25/hr based on experience and location
Auto-ApplyCustomer Service Representative
Finance service representative job in Newburgh, NY
Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology.
The Customer Service Representative (CSR) provides exceptional customer service to internal and external customers of Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to obtain the release of vehicles that are located at body shops and/or other locations including residences. In addition to other office support functions as needed. The CSR is the face of the Company as they are often the first interaction our customers have with Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. Understanding client needs and offering solutions and support. Position may expand to include Chat and Email Customer Support. Answer and place calls in a professional manner. Measured on call quality -- (Knowledge, level of professionalism, time to place follow-up calls) Focus on a call resolution& use company resources to gather information and offer solutions to meet customer needs. Other duties as assigned.
Required Skills and Experience:
One year of office support experience in a customer service role preferred
High School diploma
Excellent customer service skills and attitude
Excellent written and verbal skills
Proficient with office equipment
Attention to detail
Problem-solving
Computer proficiency - MS Suite
Typing speed 45WPM
Professional appearance
Ability to multi-task in a fast-paced environment
Bilingual skills a plus
Occasional overtime as needed
Pay $20.03 - $22.58 per hour
Benefits Summary:
· Medical/Dental/Vision
· 401k plus a company match
· ESPP - Employee Stock Purchase Plan
· EAP - Employee Assistance Program (no cost to you)
· Vacation & Sick pay
· Paid Company Holidays
· Life and AD&D Insurance
· Discounts
Along with many other employee benefits.
At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully.
E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program:
E-verify Participation
Right to Work
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