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Finance service representative jobs in Dale City, VA

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  • Shared Services Assosiate

    Seneca Resources 4.6company rating

    Finance service representative job in Vienna, VA

    Shared Services Advisor Schedule: Hybrid (Onsite 3 days/week) Experience: 1-5 years Business Unit: HR Shared Services Center - Leave Management The Shared Services Advisor provides support, guidance, and issue resolution across multiple HR shared services functions. This role is focused on ensuring smooth leave-management operations, managing employee inquiries, and coordinating with internal stakeholders and external vendors to maintain compliance and efficiency. Key Responsibilities Employee Support & Communication Serve as the primary point of contact for employees following vendor approval of disability claims. Respond to inbound calls and conduct outbound calls to provide information, clarify processes, and offer guidance. Case Management Manage employee-submitted cases, including those requiring detailed research, complex information gathering, and comprehensive responses. Ensure timely and accurate resolution of inquiries. Reporting & Data Accuracy Generate reports to support operations and compliance activities. Conduct data validations to ensure accuracy and integrity. System & Record Management Review and update employee statuses and other HR data within Oracle HCM. Maintain accurate and compliant documentation. Vendor & Stakeholder Coordination Collaborate with vendors, contractors, and internal HR advisors involved in disability claim processing and payments. Ensure alignment across partners and timely completion of tasks. Required Skills & Qualifications Knowledge of shared services operating models and operational efficiency best practices Strong analytical and problem-solving skills, with a focus on process improvement Excellent verbal and written communication skills, with a consultative approach Understanding of compliance, regulatory requirements, and HR policy standards. About Seneca Resources: Seneca Resources is client driven provider of strategic Information Technology consulting services and Workforce Solutions to government and industry. Seneca Resources is a leading IT services provider with offices in Reston, Virginia, Alabama and Columbia, Maryland that service clients throughout the United States. The key to our success lies within our strong corporate culture which drives our business. We challenge our staff through engaging work, and we reward our staff through competitive compensation, extensive professional training, and excellent opportunities for career advancement. In turn, we look for only the best and brightest to join our team. We are an Equal Opportunity Employer and value the benefits of diversity in our workplace.
    $33k-44k yearly est. 3d ago
  • Customer Service Representative

    Homeservices Property Management 3.6company rating

    Finance service representative job in Fredericksburg, VA

    Customer Experience Team Member At HomeServices Property Management we provide excellent customer service with our one call resolution model. Reporting to the Director of Customer Experience, this role supports the organization by providing support to our agents, landlords, tenants and vendors. Duties include responding to inquiries regarding owner statements, tenant ledgers, property account history and expenses. In addition, the Customer Experience Team Member is responsible for handling maintenance requests by reviewing, assessing and dispatching vendors as needed. A high level of customer engagement, advanced communication skills and the ability to deliver excellent customer service is a requirement as well as prioritizing tasks and responsibilities. Team members are part of a regional operations team and handle requests by phone, email and text and are responsible for thoroughly documenting and communicating all requests with landlords, tenants, vendors and property management staff. ESSENTIAL DUTIES AND RESPONSIBILITIES The Customer Experience Team Member needs to demonstrate the following: Collaborate with other departments, such as accounting and field staff, to ensure smooth coordination and resolution of customer inquiries Handle client inquiries professionally and ensure outstanding customer service is provided Resolve tenant and landlord problems by identifying the customer's needs, determining the cause, determining and explaining the best solution, expediting the correction or adjustment, and following up to ensure resolution Understand how to interpret landlord, tenant, and vendor financial statements Prioritize and monitor all work order requests received and communicate with landlords, tenants, vendors and property management staff Stay up to date with industry trends and guidelines in the property management sector, and share this knowledge with the HSPM staff to stay ahead of the curve Develop and maintain excellent relationships with prospective and existing clients Successfully navigate through extremely sophisticated operational issues Effectively manage high volume of incoming calls in a call center environment following communications guidelines, policies and property management processes Contribute to team effort by accomplishing related and individual results Process incoming property management field office mail, utility bills, HOA and condo association management documents, real estate tax bills, insurance bills, renewals and cancellations Performance Expectations Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management. Perform responsibilities as directed, achieving desired results within expected time frames and with a high degree of quality and professionalism. Establish and maintain positive and productive work relationships with all staff, customers, and business partners. Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development. Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. High school diploma, some college or equivalent experience Proven customer support call center experience Ability to effectively resolve conflicts Proficient computer skills in Microsoft Office, including Outlook, Excel, Word, and PowerPoint Knowledge of AppFolio preferred Ability to multi-task and possess time management skills with a focus on deadlines are a must Excellent interpersonal, customer service, written and verbal communication skills Flexible to work shifts between 8:00am and 6:00pm, and weekends as needed or necessary Maintain regular and punctual attendance Knowledge of contracting, property maintenance, handyman or specific trades terminology preferred We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP) Equal Opportunity Employer
    $24k-30k yearly est. 1d ago
  • Sales Representative

    Mission Roofing

    Finance service representative job in Centreville, VA

    We're on the lookout for business partners who are ready to grow and hit their personal goals. We're over the typical 'sales pitch' job ads and the same old noise - it's time for something better. At Mission, you'll get the stability of a 9-to-5 with the excitement of unlimited earning potential. If you're driven, ambitious, and ready to build something real, let's make it happen. What Mission Has to Offer: Autonomy: We treat you like the adult you are. No micromanaging, just a supportive management team available when you need them. Flexibility: Your schedule is in your hands. Out in the work and enjoy time off when you want it. Teamwork: Collaborate with driven colleagues who enjoy working together and strengthening the team. Training: We pay you while you train, and we don't throw you to the wolves when you're done. Should You Apply? Previous experience needed? No Strong work ethic needed? Yes Do I need equipment? All needed equipment will be provided We kept this job description short and sweet, hoping you'll give it a good read before applying. We thought about adding a "secret code word" to make sure people actually read it, but we're going to trust that if you apply, you're genuinely interested. Look, we even put it in bold. Pickles. The following is required by law. Disclaimer: Note that earnings for Sales Representatives vary based on individual performance. We are an equal opportunity employer, committed to providing equal employment opportunities to all applicants and employees regardless of race, color, religion, sex, national origin, age, disability, genetic information, gender identity, sexual orientation, marital status, pregnancy, veteran status, or any other legally protected characteristic. We base our hiring decisions on qualifications, skills, and job-related experience. We adhere to all federal, state, and local laws regarding nondiscrimination in employment.
    $41k-77k yearly est. 4d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Finance service representative job in Arlington, VA

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

    Steampunk

    Finance service representative job in McLean, VA

    We are seeking a detail-oriented Cloud Services Financial Specialist to support our FinOps strategy and implement scalable chargeback/showback models for cloud usage across the organization. The ideal candidate will work closely with Cloud Operations, Finance, and Business Unit stakeholders to ensure cloud spend transparency, cost optimization, and accurate financial reporting. Contributions Key Responsibilities: Coordinate account setup, billing structures, and cost allocations with agency stakeholders, Cloud Service Providers (CSPs), and internal departments. Support monthly, quarterly, and annual cloud budget forecasting and variance analysis. Partner with finance to integrate chargeback data into financial systems or billing processes. Assist with vendor management and contract analysis for cloud services. Track and report on key performance indicators (KPIs) related to cloud usage and financial impact. Maintain accurate financial records and tracking of cloud expenditures, credits, and funding sources. Reconcile monthly invoices, ensuring costs are properly allocated to grants, cost centers, or internal accounts. Assist in developing and maintaining standard operating procedures (SOPs) for financial and billing processes. Monitor cloud spending and usage, and provide regular reporting and analysis. Identify and resolve billing discrepancies or funding allocation issues in coordination with stakeholders. Stay current on policy updates, cost allocation rules, and credit usage guidelines. Support audit requests, internal reviews, and data calls related to cloud financial management. Contribute to continuous process improvement and financial compliance efforts. Qualifications Bachelor's degree. 5+ years of experience in financial analysis, billing, cost accounting, or grants management. Must have prior government contracting experience. Understanding of federal grant funding mechanisms and internal funding processes. Experience supporting federal internal funding mechanisms, including preparation or execution of MOUs, IAAs, DCCs, or related funding documentation to establish billing and cost recovery processes. Experience with FinOps principles and tools (e.g., CloudHealth, Cloudability, AWS Cost Explorer). Proficiency in Microsoft Excel and financial reporting tools. Familiarity with federal research administration or academic research environments. Knowledge of cloud billing systems (AWS, Google Cloud, Azure). Experience with acquisitions and contracts management. Strong attention to detail, analytical, and organizational skills. Excellent written and verbal communication abilities. Ability to obtain and maintain a Public Trust clearance. Preferred: Previous federal government experience. FinOps Certified Practitioner or equivalent certification. Experience with scripting or automation tools (e.g., Python, SQL, or cloud-native solutions). Familiarity with ITIL or project management frameworks (e.g., Agile, Scrum). Experience with financial systems such as Costpoint, Oracle, or similar ERP platforms. About steampunk Steampunk relies on several factors to determine salary, including but not limited to geographic location, contractual requirements, education, knowledge, skills, competencies, and experience. The projected compensation range for this position is $90,000 to $120,000. The estimate displayed represents a typical annual salary range for this position. Annual salary is just one aspect of Steampunk's total compensation package for employees. Learn more about additional Steampunk benefits here. Identity Statement As part of the application process, you are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud. Steampunk is a Change Agent in the Federal contracting industry, bringing new thinking to clients in the Homeland, Federal Civilian, Health and DoD sectors. Through our Human-Centered delivery methodology, we are fundamentally changing the expectations our Federal clients have for true shared accountability in solving their toughest mission challenges. As an employee owned company, we focus on investing in our employees to enable them to do the greatest work of their careers - and rewarding them for outstanding contributions to our growth. If you want to learn more about our story, visit ************************* We can recommend jobs specifically for you! Click here to get started.
    $90k-120k yearly Auto-Apply 14d ago
  • Part Time Associate Banker Washington DC (20 Hours)

    JPMC

    Finance service representative job in Washington, DC

    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
    $59k-120k yearly est. Auto-Apply 60d+ ago
  • Auto Customer Service Reps

    Leesburg Buick GMC

    Finance service representative job in Leesburg, VA

    326 East Market Street, Leesburg, VA 20176 Automotive BDC CoordinatorEarn $18 per Hour Plus Commission! Excellent Training, Benefits, & Career Growth!Previous Dealership or Customer Service Experience Preferred Leesburg Buick GMC Hummer is looking for a motivated BDC Coordinator to join our Business Development Center to answer inbound calls, respond to online inquiries, make outbound calls to follow up with leads, schedule appointments, maintain accurate records in CRM systems, and more. This role is perfect for someone who enjoys customer interaction, thrives in a fast-paced environment, and wants to grow within the automotive industry. Take the next step in your career - apply now to join our team at Leesburg Buick GMC Hummer! Why Work for Leesburg Buick GMC Hummer? A supportive and professional team environment Represent Buick, GMC, and Hummer - brands known for quality and innovation Management appreciates their employees and invests in their success Full-time Benefits: $18 per hour PLUS Commission! Full Benefits Package Medical, Dental, Vision, and Life Insurance Paid Vacation & Sick Time 401(k) with Company Match Employee Discounts Special pricing on vehicles, parts, and service Career Growth Opportunities Advancement within a reputable dealership Manufacturer Training Access to top-tier programs and certifications Team-Oriented Culture Supportive, collaborative workplace that values integrity and long-term success Responsibilities BDC Coordinator: Answer inbound calls and respond to online inquiries Make outbound calls to follow up with leads and schedule appointments Maintain accurate records in CRM systems Support sales and service departments with appointment coordination Deliver excellent customer service to ensure satisfaction Qualifications/Requirements BDC Coordinator: Strong communication, computer, customer service and organizational skills Comfortable with phone and computer-based work A positive attitude and good work ethic Previous dealership or customer service experience preferred Please upload your resume and completethe online assessment for priority consideration RequiredPreferredJob Industries Customer Service
    $18 hourly 11d ago
  • Financial Services Representative - State Farm Agent Team Member

    Isabel Thao Nguyen-State Farm Agent

    Finance service representative job in Fairfax, VA

    Job DescriptionBenefits: Life Insurance Bonus based on performance Opportunity for advancement Paid time off Parental leave Training & development ROLE DESCRIPTION: As a Financial Advisor with Isabel Nguyen State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. Active SIE, Series 6, Series 63 and Series 65. WHAT WE OFFER: Base salary + commission An existing book of business In-person role with strong growth potential Supportive team and positive work environment If you're passionate about helping clients with their financial planning, we want to meet you!
    $28k-51k yearly est. 24d ago
  • Financial Services Representative State Farm Agent Team Member

    Anh Nguyen-State Farm Agent

    Finance service representative job in Alexandria, VA

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Job Title: Sales Representative Company: Anh Nguyen State Farm Agency About Anh: Anh Nguyen State Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and families protect what matters most and achieve their financial goals. We take pride in providing exceptional customer service and building long-lasting relationships with our clients. Focused on Life Insurance & Other Risk Management Focused on Relocation of current State Farm customers Competitive Auto and Homeowners Quotes Double check Discounts Available Exotic Travel Qualifier Chairman's Circle Qualifier President's Club Qualifier Million Dollar Round Table Qualifier Member of Alexandria Rotary Club Member of Alexandria Chamber of Commerce Focus in working with local business owners Long time resident of Northern Virginia Position Overview: We are seeking a dynamic and motivated salesperson to join our team. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets. Responsibilities: Cultivate and maintain strong relationships with existing and prospective clients through effective communication and exceptional customer service. Identify client needs and recommend appropriate insurance and financial products tailored to their individual circumstances. Generate leads through networking, referrals, and marketing initiatives to expand the agency's client base. Conduct thorough insurance policy reviews and provide guidance on coverage options and cost-saving opportunities. Meet or exceed sales goals and performance metrics while adhering to company policies and procedures. Qualifications: Previous sales experience in insurance, financial services, or a related field is preferred but not required. Excellent communication and interpersonal skills with the ability to connect with diverse clientele. Strong work ethic and self-motivation to achieve personal and team objectives. Ability to multitask, prioritize, and work effectively in a fast-paced environment. Proficiency in basic computer skills and willingness to learn new technology platforms. Must be able to obtain the Property and Casualty Insurance License Must be bilingual Spanish or Vietnamese Benefits: Competitive base salary plus commission and bonus opportunities. Comprehensive training and ongoing support to help you succeed in your role. Career advancement opportunities within the agency and the broader State Farm network. Paid time off and holidays. How to Apply: If you are passionate about helping others and thrive in a sales-driven environment, we want to hear from you! Please submit your resume and a cover letter outlining your relevant experience and language proficiency to [insert contact information]. Anh Nguyen State Farm Agency is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage individuals from all backgrounds to apply.
    $28k-51k yearly est. 7d ago
  • Financial Services Representative - State Farm Agent Team Member

    David Munson Agency

    Finance service representative job in Bethesda, MD

    I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential. You will have a chance to learn how to market products and manage a business first hand while participating in my focused program to develop and enhance your skills and experiences. This could be the start of an exciting, challenging and fun career! Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance options. As an Agent Team Member, you will receive... Salary plus commission/bonus Health benefits Profit sharing 401K Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement in my agency Signing Bonus up to $ Learning to market property/casualty, life, health, bank and mutual fund products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.If you choose to pursue an agency opportunity, you will need to apply and go through the regular State FarmInsurance Companies agentselection process
    $30k-54k yearly est. 15d ago
  • Part Time Associate Banker Washington DC (20 Hours)

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Washington, DC

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Washington,DC $25.00 - $30.48 / hour
    $25-30.5 hourly 60d+ ago
  • In-Person Licensed Therapist To Join DC Practice

    Therapy Group of Dc

    Finance service representative job in Washington, DC

    THE OPPORTUNITY: Develop rewarding, long-term therapeutic relationships with motivated, psychologically aware patients. Focus time and energy on your real passion for providing therapy and developing your skills as a clinician. Provide psychotherapy in a fee-for-service practice mainly to couples, but have opportunities to work with individuals. EMPLOYMENT TYPE: Full-time (30 direct clinical hours per week). ABOUT THE THERAPY GROUP OF DC Therapy Nerds Work Here. We recognize strengths and potential in our psychologists who we know make a profound difference and bring about lasting change. We love what we do. We get geekily excited to invest in and develop the infrastructure, technology, and outreach that is key to building and maintaining a thriving group practice. Psychotherapy transforms lives. We are an established practice in downtown DC celebrating over 20 years of serving our community. Consider joining us if you're seeking a long-term home in a group practice. Requirements SUCCESSFUL CANDIDATES SHOULD HAVE THE FOLLOWING: Excellent therapeutic rapport-building and interpersonal skills. Strong orientation for collegiality. Licensed (or licensed-eligible) in the District of Columbia. Committed to multiculturally competent practice. Interested in and experience working with gay, lesbian, bisexual, and gender-diverse clients. Commitment to working in a group practice. Benefits COMPENSATION AND FINANCIAL PERKS: Annual income starts at approximately $100,000. Dental, Vision, and Health Insurance 401k Match (after one year of employment) INTENTIONAL PRACTICE & PROFESSIONAL DEVELOPMENT PERKS: Ongoing case conference supervision group to continuously sharpen your clinical expertise. Opportunity to give back to our community and train tomorrow's leading practitioners by becoming involved with the Capital Therapy Project, our innovative low-fee psychodynamic therapy training institute.
    $100k yearly Auto-Apply 60d+ ago
  • Premier Banker Full Time - Greater Fredericksburg District, Woodbridge VA

    Wells Fargo Bank 4.6company rating

    Finance service representative job in Woodbridge, VA

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols Escalate banking related issues or business risks that require an in-depth evaluation Advise customers on various aspects of recommended and available financial options and services Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Desired Qualifications: Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration State Insurance license(s) 3+ years of experience in a licensed financial services position Customer service focus with experience handling complex transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations Ability to educate and connect customers to technology and share the value of self-service digital banking options Experience using strong business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Locations: Smoketown Plaza: 13716 Smoketown Rd Woodbridge, VA 22191 Salisbury Road: 131 Garrisonville Rd Stafford, VA 22554-1523 County Center: 12711 Marblestone Dr Woodbridge, VA 22191 Woodbridge Branch: 13891 Richmond Hwy Woodbridge, VA 22191 Dale City: 2876 Dale Blvd Woodbridge, VA 22193 Port Potomac: 16300 Navigation Dr Woodbridge, VA 22191 Tacketts Mill: 12771 Harbor Dr Woodbridge, VA 22192 *Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting. Posting End Date: 30 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $63k-123k yearly est. 8d ago
  • Registered Representative - State Farm Agent Team Member

    Jose Herrera-State Farm Agent

    Finance service representative job in Arlington, VA

    Job DescriptionBenefits: Retirement Savings Bonus based on performance Competitive salary Flexible schedule Free food & snacks Paid time off Parental leave Training & development ROLE DESCRIPTION: As a Registered Representative - State Farm Agent Team Member with Jose Herrera - State Farm Agent, you will play a key role in helping customers protect what matters most by marketing and providing State Farms wide range of insurance and financial products. Your in-depth knowledge of insurance policies, investment options, and financial services enables you to take a consultative approach, educating clients on personalized solutions that fit their unique needs and goals. With strong interpersonal skills and attention to detail, you will build trusted relationships, guide clients through the application process, and ensure compliance with state and federal regulations. Your dedication to excellent customer service and financial stewardship makes you an essential part of a thriving State Farm agency. RESPONSIBILITIES: Provide investment options and consult securities to customers. Conduct financial needs analysis and recommend investment products. Manage customers portfolios and provide ongoing support. Stay updated on market trends and regulatory changes. Conduct presentations and seminars on investment topics. Maintain accurate records of transactions and customers interactions. Ensure compliance with industry regulations and standards. QUALIFICATIONS: SIE, Series 6 & 63 license or Series 7 and other relevant certifications. Strong knowledge of investment products and financial markets. Communication and customer service skills. Ability to build and maintain customers relationships. Detail-oriented with strong analytical skills. Proficiency with financial software and tools. High ethical standards and professionalism.
    $43k-81k yearly est. 21d ago
  • Financial Services Representative - Allentown Rd

    Andrews Federal Credit Union 4.2company rating

    Finance service representative job in Suitland, MD

    Job Details Branch 22 Allentown Rd - Suitland, MD BankingDescription 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 Plant - 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 And when you are part of Team Andrews, you have the opportunity to be part of something bigger-- to support the financial goals and dreams of Andrews Federal members in the US, Europe and worldwide. Come be a part of our success story - and let us help you shape your career story! Purpose of Position The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organization's core values. ESSENTIAL DUTIES The position's essential duties include the following: 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 deduction 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 direct 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 EXPERIENCE High school diploma or GED. Must have 6 months experience in a sales/service role within the financial services industry or other types of retail businesses. Excellent interpersonal, verbal and written communication skills. Knowledge of how the financial markets impact the financial services industry and excel at representing credit union products and operations Minimal travel amongst branches may be required. PHYSICAL REQUIREMENTS The ability to sit and/or stand for extended periods of time. Must be able to use a computer keyboard and a 10-key calculator. PAY RANGE $21.25 to $27.00 In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations 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 60d+ ago
  • Automotive BDC Agent - Sales & Service (Franchise Dealerships)

    Sabmd LLC

    Finance service representative job in Sterling, VA

    High-Paying Automotive BDC Agent - Sales & Service | Easterns Automotive Group (Franchise Dealerships) Company: Easterns Automotive Group Location: Sterling, VA Easterns Automotive Group is expanding our franchise new-car operations (Hyundai, Nissan, and more) and seeking a high-energy BDC Agent to support both Sales & Service . You'll be the friendly, professional voice that helps customers schedule test drives, set service appointments, and stay connected to their dealership experience. This role is performance-driven -every quality conversation moves the needle, and top performers earn top pay . You'll work primarily inside our BDC, partnering closely with Sales Managers, Service Advisors, and store leaders across locations (with a focus on Nissan & Hyundai). Tools include VinSolutions CRM (core), with Mastermind and CDK experience considered strong pluses. Benefits When you join Easterns Automotive Group, you are not merely an employee but a valued member of a family that prizes your professional growth and well-being. Our extensive benefits package includes: Health & Dental Insurance: Ensuring the well-being of you and your family. Vision Insurance: Taking care of your eye health. Life & Disability Insurance: Providing financial security for you and your loved ones. Health Savings Account: Additional flexibility for your health care needs. 401(k) Matching: Contributing to secure your financial future. Paid Time Off & Parental Leave: Because we know life happens. Flexible Schedule: Balancing your work and personal life. Paid Training & Tuition Reimbursement: Invest in your continuous personal and professional development. Employee Discounts: Enjoy exclusive discounts on vehicles and services as our token of appreciation. Responsibilities Sales (BDC) Manage inbound/outbound calls, texts, and emails to set qualified test-drive appointments . Use VinSolutions to document every interaction, schedule follow-ups, and maintain pipeline hygiene. Reconnect with existing customers for trade-ins, lease renewals, and upgrade opportunities (Mastermind a plus). Coordinate with store leadership to ensure vehicle availability and timely customer updates. Service (BDC) Field inbound service calls/texts; triage concerns and schedule service appointments in alignment with shop capacity. Set expectations on drop-off/waiter , estimated timelines, diagnostic fees, and transportation/loaner policies. Send confirmations, reminders, and no-show recapture messages; keep customers informed on status changes. Document clear, concise concern notes (customer voice, mileage, warning lights) so Advisors can move fast in CDK . Customer Experience & Team Support Deliver a professional, courteous experience in every interaction. Maintain KPI discipline (answer rate, book rate, show rate, RO conversion for service, sold-through for sales). Collaborate with Sales Managers and Service Advisors to resolve issues and accelerate appointment conversion. Qualifications VinSolutions CRM proficiency (required or strongly preferred). Mastermind and CDK experience are strong pluses. Prior service call/appointment coordination experience (dealership or high-volume environment) preferred. Excellent phone, text, and email communication skills; professional, friendly tone. Organized, detail-oriented, and self-motivated with strong follow-through in a fast-paced setting. Previous BDC, call-center, or dealership experience (sales and/or service) preferred. Bilingual (English/Spanish) is a plus. Compensation Base Salary + Commission , with an earning potential of $44,000 - $88,000 per year .High-paying opportunity for top performers- your results determine your income .Includes paid training and continuous development from experienced leaders. If you're people-centric, organized, and ready to grow with a fast-paced, high-reward team, apply today and join the franchise group at Easterns Automotive Group- where performance pays and professionalism drives success.
    $44k-88k yearly Auto-Apply 43d ago
  • Sr. Financial Services Specialist,

    Baldwin Group Colleague 3.9company rating

    Finance service representative job in Bethesda, MD

    The Sr Financial Services Specialist works with the Practice President, Partners, and the Operations Specialist of The Baldwin Group Wealth Advisors to manage all aspects of the investment and wealth management client relationship. The ideal candidate should have a strong financial and customer service background specializing in providing exceptional client service and ensuring that all processes and procedures are efficiently completed to meet firm and regulatory compliance.PRIMARY RESPONSIBILITIES: Work with advisors to provide a high level of client service to our RIA clients Assist in opening accounts, responding to client inquiries, and servicing existing accounts: transfers, deposits, and withdrawals, standing instructions for ETFs, periodic plans, and yearly distributions Coordinate periodic client investment reviews and assist with preparing portfolio presentations Complete the Client Fact Finder and Investor Profile Questionnaire and properly input client information in Stratus (CRM) Work closely with the Senior Operations Specialist to ensure all client cashiering and account maintenance requests are completed in a timely fashion Ensure that all departmental recordkeeping information is accurately maintained and documented Assist with client reporting and compliance-related requirements Coordinate with internal teams to complete ad-hoc departmental & compliance requests Ensure compliance with all financial regulations and internal policies EDUCATION AND EXPERIENCE REQUIREMENTS: B.A. or B.S. degree in Business Administration, Finance, or a related field required Minimum of 3 years of experience in financial or securities operations KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Strong knowledge of financial markets and securities Solid background in customer service reinforcing the Baldwin core values and establishing strong customer loyalty and confidence Excellent communication, interpersonal, and client service skills Highly organized, detail focused and reliable Knowledge of industry standards and regulatory requirements Proficiency in using digital tools and technology platforms for business operations TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: Experience with investment tools and software Intermediate proficiency with MS Office products, including MS Word, MS Excel, MS PowerPoint, and MS Outlook IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. The starting pay is $70,000+ and is negotiable upon time of hire. #LI-JR1 #LI-Hybrid IND1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
    $70k yearly Auto-Apply 58d ago
  • Registered Representative - State Farm Team Member

    Alexander Brown-State Farm Agency

    Finance service representative job in Columbia, MD

    Job Description We are an award winning State Farm agency focused on fulfilling the needs of our customers and creating success for our team. My Unique Ability is empowering others to achieve their potential and strategizing simple solutions that build confidence in our shared future. We are unique as we have 3 locations across Maryland in Columbia, Catonsville and Pasadena. If you have experience in the Financial Services industry, I invite you to apply for the position in my office. Only candidates who meet the following criteria will be considered for this role: 1. Must have an active Series 65 or 7 License and other relevant certifications. 2. Must be able to make the commute to our agency location in Columbia, Catonsville OR Pasadena, MD. This is an in-office position. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Provide investment options and consult securities to customers. Conduct financial needs analysis and recommend investment products. Manage customers portfolios and provide ongoing support. Stay updated on market trends and regulatory changes. Conduct presentations and seminars on investment topics. Maintain accurate records of transactions and customers interactions. Ensure compliance with industry regulations and standards. What we provide Base Salary plus Commission/Bonus Paid Time Off (Holiday, vacation and personal/sick days) Valuable experience Flexible Schedule 401K Matching Group Life Insurance Growth potential/Opportunity for advancement within my office Requirements Series 65 or 7 License Financial Services Experience Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Excellent communication skills - written, verbal and listening Proficiency with financial software and tools High ethical standards and professionalism Self-motivated Ability to multi-task Ability to effectively relate to a customer If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
    $42k-80k yearly est. 19d ago
  • Banking Associate/PT (20 Hrs.) Germantown

    TDI 4.1company rating

    Finance service representative job in Germantown, MD

    Hours: 20 Pay Details: $22.00 - $27.75 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.
    $22-27.8 hourly Auto-Apply 6d ago
  • Resume Bank

    House Majority Pac

    Finance service representative job in Washington, DC

    Job DescriptionHouse Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority.Our comprehensive benefits package includes: - Medical, dental, and vision; with 100% coverage for eligible staff and their eligible dependents.- Over 25 days of paid time off including; federal holidays, vacation days, and personal days.- Monthly stipends for transportation and cell-phone expenses.- 401k program with up to a 4% employer match.- and more! House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $33k-74k yearly est. 29d ago

Learn more about finance service representative jobs

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

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

Average finance service representative salary in Dale City, VA

$38,000
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