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  • Industrial & Rental Services IB Associate - Baltimore

    Oppenheimer & Co Inc. 4.7company rating

    Finance service representative job in Baltimore, MD

    A leading investment bank in Baltimore is seeking an Investment Banking Associate to support the Industrial & Rental Services Group. The role involves industry research, financial modeling, pitch preparation, and mentoring Analysts. Candidates should have 2-4 years of investment banking experience and possess strong quantitative and interpersonal skills. A competitive salary between $150,000 - $170,000 along with a comprehensive benefits package is offered. #J-18808-Ljbffr
    $47k-71k yearly est. 5d ago
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  • Customer Service Representative

    Circle K Stores, Inc. 4.3company rating

    Finance service representative job in Frederick, MD

    Shift Availability Flexible Availability Job Type The position includes, but is not limited to, the following essential job duties, responsibilities and requirements: Customer Satisfaction: Provides prompt excellent customer service in a courteous, friendly and attentive manner. Greets customers as they enter the area and thanks customers as they leave. Gives assistance and offers suggestions or recommendations to the customer. Rings up all sales on cash register properly and accurately, handling money, checks, and other types of payment received for product sold. Performs multi-function operation of fuel console, lottery machines, money order machine, telecom transactions, etc. Reports to work on time and follows the dress and appearance code. Facility Condition: Maintains the store facility's condition and equipment to Company and/or brand standards by cleaning and performing a variety of general housekeeping duties: Performs multi-function and cleaning duties necessary to maintain store cleanliness inside and out; basic upkeep and cleaning of all equipment in stores. Inspects store facilities and equipment for safety, cleanliness, and proper working order. Notifies Store Manager of any equipment failure or maintenance/supply needs. Merchandising: Completes build-to's for ordering/purchasing merchandise. Receives and verifies vendor deliveries. * Maintains adequate stock throughout the store and supplies in counter areas; rotates stock properly. * Places advertising and pricing signage inside or outside the facility including marquees, ceilings, walls and windows. Sales Controls: Controls merchandise, cash shortages, and other selling expenses. * Assists in maintaining proper inventory levels and shift audits. Financial Controls: Keeps accurate cash, sales and inventory control records and accounts for variances. * Notifies the Store Manager of any sales, cash or inventory discrepancy. * Follows Company and/or brand guidelines for product breakage or spoilage. Security Controls: Reports all incidents including but not limited to employee or customer injuries, theft, property damage or improper sanitation or waste disposal to the Store Manager. * Reports any situation in which unsafe, unlawful or unethical conduct is or might be occurring. Administrative: Keeps an accurate record of all shift and timekeeping paperwork. May take inventory of supplies and equipment. Attends job-related meetings (may be required to work irregular hours). Provides regular and predicable onsite attendance. Performs other duties as assigned by the Store Manager. JOB REQUIREMENTS: High school diploma or GED preferred. Experience in retail sales preferred. Ability to accurately operate a variety of equipment that may include cash registers or scanners; hot or cold or beverage dispensers, and other machines or tools. Ability to work as scheduled including arriving to work on time. Ability to communicate information and ideas so others will understand. Ability to perform the four (4) basic arithmetic operations (add, subtract, multiply and divide) preferred. Ability to perform essential duties and physical functions described below. Ability to work in the conditions described below. PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical activity inventory of the position includes: Ability to be exposed to cold or warm temperature extremes performing occasional work in a walk-in cooler and/or freezer and outdoors Ability to occasionally lift and/or carry up to 30 pounds from ground to overhead (i.e., assisting in stocking/maintaining inventory levels) Ability to occasionally lift and/or carry up to 50 pounds from ground to waist (i.e., to replenish fountain syrups). Ability to grasp, reach and manipulate objects with hands for entire shift. (This handwork requires eye-hand coordination. Ability to push/pull with arms up to a force of 20 pounds (i.e., utilizing a hand-truck) Able to reach overhead for objects Ability to bend and twist at waist Ability to communicate orally Ability to operate a cash register and/or computer keyboard Ability to stoop, kneel, squat, bend, push, and pull Ability to work alone Be exposed to occasional noise Ability to stand and/or walk for an entire shift May require climbing a ladder to store and retrieve materials or place and remove signs WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Working conditions inventory of the position includes: Perform approximately 95% of all work indoors, but will be required to clean parking lots, gas pumps, take out garbage, etc. Exposure to extreme cold temperatures while performing occasional work in a walk in cooler and/or freezer Exposure to occasional noise. Work with minimum direction and periodic supervision. ACKNOWLEDGMENT This indicates the general nature and level of work to be performed in this position and it is not intended to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, functions and qualifications required of the position. The incumbent may be asked to perform other duties and will be evaluated, in part, on performance of the tasks listed in this . As with all positions, the responsibilities and duties of this position may change. The Company reserves the right to revise this at any time with or without notice. This Job Description does not constitute a contract for employment and either the incumbent or the Company may terminate employment at any time, for any reason, with or without notice. Circle K is an Equal Opportunity Employer. The Company complies with the Americans with Disabilities Act (the ADA) and all state and local disability laws. Applicants with disabilities may be entitled to a reasonable accommodation under the terms of the ADA and certain state or local laws as long as it does not impose an undue hardship on the Company. Please inform the Company's Human Resources Representative if you need assistance completing any forms or to otherwise participate in the application process. Hiring Range: $16.00 to $16.50 Circle K is an Equal Opportunity Employer. The Company complies with the Americans with Disabilities Act (the ADA) and all state and local disability laws. Applicants with disabilities may be entitled to a reasonable accommodation under the terms of the ADA and certain state or local laws as long as it does not impose an undue hardship on the Company. Please inform the Company's Human Resources Representative if you need assistance completing any forms or to otherwise participate in the application process. Click below to review information about our company's use of the federal E-Verify program to check work eligibility: In English In Spanish
    $16-16.5 hourly 6d ago
  • Family Services Associate - Primary Care TheARC

    Children's National Medical Center 4.6company rating

    Finance service representative job in Washington, DC

    Family Services Associate - Primary Care (The ARC) Job Description: Assists patients and families to resolve issues related to illness, injury or hospitalization. Acts as a liaison among patients/families, medical and nursing staff, and external agencies. Performs screening interviews, assists with planning and implementation of interventions დაიწყ ensures appropriate follow‑up of services. Supports expansion of food insecurity resources at the ARC, including facilitating SNAP/WIC enrollments and managing the food pantry. Responds to social determinants of health screenings at Well Child visits. Work Schedule: Monday - Friday, 8:30 am - 5:00 pm. Location: THEARC, 1801 Mississippi Avenue SE, Washington, DC 20020. Salary Range: $44,782.40 - $74,630.40 (Full‑time). Qualifications Minimum Education: Bachelor's Degree (required). Minimum Work Experience: One year working with individuals in crisis situations (required). Required Skills/Knowledge: Bilingual ability preferred. Functional Accountabilities Delivers Patient/Family Focused Services: Complete screening interviews of patients and families utilizing hospital‑approved screening tools. Research appropriate resources in the hospital and community to assist patients and families; help families access and utilize those resources. Provide needed assistance, while respecting boundaries and setting appropriate limits. Make follow‑up contact with families, when appropriate, to monitor the outcome of interventions and to promote continuity of care (e.g., assisting with new and follow‑up appointments, hospital and community‑based referrals and applications). Coordinates Patient Care Responsibilities with Other Family Services Staff: Manage requests from patients and families for hospital or community resources. Assist families with applications and manage referrals to outside agencies in coordination with the medical team for financial assistance and other programs. Manage referrals to outside organizations as directed by social work and in coordination with the medical team. Assist Family Services staff with special projects, such as patient/family newsletters, Sibling Day, support groups, etc. Contributes to Effective Multidisciplinary Communication: Communicate with social work and/or medical team about patient care needs. Share verbally and in writing, relevant patient/family information with members of the treatment team. Document activities according to departmental guidelines in the electronic medical record. Participate in team meetings to address general and specific patient care issues. Optimizes the Use of Available Resources: Develop and maintain resource information for the department. Promote positive working relationships with community agencies. Serve as liaison between hospital and agency staff assisting families with resources. Identify gaps in services and research alternatives. Organizational Accountabilities Meet with Team Leader for supervision to discuss case material, professional role, and projects to complete. Meet with social work or child life partner to review work performed for individual patients and families. Participate in Family Service Team meetings and departmental staff meetings. Meet departmental requirements for chart recording, statistics, and other documentation and submit documents in a timely manner. Ensure that chart documentation is co‑signed by licensed Family Services staff member. Participate in departmental performance improvement activities. Core Competencies Customer Service - Anticipate and respond to customer needs; follow up until needs are met. Teamwork/Communication - Demonstrate collaborative and respectful behavior; partner with all team members to achieve goals; be receptive to others' ideas and opinions. Performance Improvement/Problem‑Solving - Contribute to a positive work environment; demonstrate flexibility and willingness to_constraint; identify opportunities to improve processes; make appropriate decisions using sound judgment; use resources efficiently; search for less costly ways of doing things. Safety - Speak up when team members exhibit unsafe behaviour; continuously validate and verify information needed for decision‑making; stop in the face of uncertainty and take time to resolve the situation; demonstrate accurate, clear and timely verbal and written communication; actively promote safety for patients, families, visitors and co‑workers. Equal Opportunity Statement Children's National Hospital is an equal opportunity employer that evaluates qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. The “Know Your Rights” poster is available here: Know Your Rights Pay Transparency Nondiscrimination Poster. Drug‑Free Workplace Children's National Hospital maintains a drug‑free workplace, prohibiting the illegal use, possession or distribution of controlled substances. Though recreational and medical marijuana are legal in the District of Columbia, the hospital maintains the right to enforce its drug‑free workplace policy and prohibits recreational or prescribed marijuana. #J-18808-Ljbffr
    $44.8k-74.6k yearly 2d ago
  • Route Service Representative (4 Day Workweek)

    Cintas Corporation 4.4company rating

    Finance service representative job in Frederick, MD

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    $32k-36k yearly est. 2d ago
  • Member Services Representative

    Bank-Fund Staff FCU 4.7company rating

    Finance service representative job in Washington, DC

    About BankFund: BankFund Credit Union is a full-service financial cooperative that was organized and chartered in 1947 as a convenient place for employees of the World Bank Group and International Monetary Fund and their families to save and to obtain credit. Located in Washington, DC, BankFund maintains three full-service branches downtown with our headquarters located near Farragut West metro station. This position is classified as a full-time on-site role which means that on-site work will be expected for each scheduled workday. Summary: Provides in-person service to members, including opening accounts, performing account transactions, providing information on products and services, resolving account problems, providing ancillary services and recommending appropriate products and services. Runs a teller window or assists in branch settlement, as needed. Responsibilities: Opens new accounts and/or new services, assisting members in completing and signing the necessary documents to open new accounts or related products. Receives initial deposit and ensures new accounts are properly processed. Operates within accuracy, policy and procedural guidelines. Develops proficiency in tasks related to branch operations and participates in branch meetings. Resolves routine problems for members pertaining to products and services provided by the Credit Union. Serves as a liaison between the member and the Credit Union, ensuring members are served in a timely and complete manner. Collects pertinent data, finds out the answers and reports findings to the inquiring party. Refers members to a supervisor, manager or director if unable to solve the problem or provided requested information. Achieves individual sales goals and sets an example in the area of sales for the Account service Representatives to follow. Creates and maintains a Sales PACT Culture by cross-selling to enhance and secure customer relationships. Uses needs-based selling to meet members' financial objectives and refers sales opportunities to other departments, when appropriate. Summarizes and documents all member interactions in the Customer Relationship Management (CRM) system and handles all documents in accordance with Credit Union procedures. Issues new plastic cards to members following all procedures for each type of card. Initiates investigation of lost/stolen ATM, credit, or check card from members and refers to appropriate department for completion. Must ensure all BSA training is updated and in compliance with all NCUA regulations. On a rotational or as needed basis, serves as the initial point of contact on the Branch Information Desk, assisting members and/or directing them to other individuals, as appropriate. Participates in outbound Relationship Calling and identifies and refers sales opportunities to other departments, when appropriate. Assists with branch promotions. Maintains supplies and promotional materials, ensuring display racks are adequately stocked with the most current brochures, bulletins and newsletters. Participates in branch meetings. Provides notary services and directs members to authorized staff for signature guarantee. Generates letters and miscellaneous communications as needed. Participate in annual Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) training and demonstrate knowledge and understanding of the BSA and OFAC, including the immediate reporting of unusual or suspicious activity to the Risk Management Department. Undertake additional training specific to daily responsibilities and as required to ensure continued compliance with all applicable regulations. Ensure the Credit Union's safe harbor protections as allowed by the BSA. Understand that if confronted with knowledge of existence of a Suspicious Activity Report (SAR), an obligation exists to preserve the confidentiality of that SAR, as well as any information that may reveal the existence of a SAR. Maintain awareness of, and immediately report to the Compliance Officer, any unauthorized disclosure of a SAR, or unauthorized disclosure of information related to a SAR. Understand that failure to do so is a violation of federal law and may lead to both civil and criminal penalties for SAR disclosure violations. Successfully participate in annual Information Security refresher training. Comply with the Information Security Policy, including the immediate reporting of unusual or suspicious activity to management and the Information Security Officer. Follow all procedures to protect company computers from viruses, and to maintain the security and confidentiality of Credit Union data. Adheres to Service PACT philosophy and standards, including standing while serving members at the Information and or Resource Center or by walking the branch floor. Runs a teller window or assists with branch settlements, as requested. Performs other work-related duties as assigned by the Manager and or Assistant Branch Manager. Requirements Minimum Qualifications or Knowledge, Skills and Abilities Required Education: College Degree in related field or equivalent combination of Education and Experience and or sales experience preferred. Without college degree: one year teller experience or 2 years customer service/sales. Additional Qualifications: Strong problem-solving abilities with the ability to think independently. Excellent Customer Service and Communications Skills Aptitude for working with numbers Problem solving ability Basic knowledge of personal computers and related office software. Ability to work flexible schedule as required. For internal purposes, this position is graded as NE-6. The anticipated annualized base salary range for this position is $50,000 to $62,000. Final base salary for this role will be based on the individual's job-related experience, skillset, training, certifications and market demands. The benefits available for this full-time position include but are not limited to: medical, dental, and vision insurance, 401(k) plan, life insurance coverage, disability benefits, tuition assistance program and paid time off, including paid parental leave benefits. In addition to base compensation salary, this role position is eligible for an annual incentive plan.
    $50k-62k yearly 6d ago
  • Personal Lines Insurance CSR

    Summit Bridge Partners 4.5company rating

    Finance service representative job in Baltimore, MD

    Personal Lines Client Service Representative A well-established insurance agency in Baltimore is seeking a proactive and detail-driven professional to join their personal lines team. This position is ideal for someone with a foundation in property and casualty insurance and a passion for providing excellent support to both internal teams and policyholders. You'll work closely with internal account managers, insurance carriers, and individual clients to ensure timely and accurate service for policies related to home, auto, and personal liability protection. Key Responsibilities Deliver responsive and high-quality service to clients via phone and email Assist with the intake, processing, and follow-up for policy updates, changes, and new account setup Maintain and update service records, documentation, and internal systems accurately Support service team in reviewing incoming policy data and troubleshooting issues Prepare routine correspondence, coverage summaries, and support documents Respond to carrier and client information requests in a timely, professional manner Help with premium comparisons, policy placement options, and remarketing efforts when needed Qualifications 2+ years of insurance experience required (personal lines) Active P&C license preferred but not required with the right experience Strong written and verbal communication skills Tech-savvy, detail-oriented, and organized Team-first mentality with a proactive and collaborative attitude Compensation & Benefits Competitive base pay range of $50,000 to $70,000 Full benefits package including health, dental, vision insurance and retirement contributions
    $50k-70k yearly 4d ago
  • Customer Service Representative

    Arata Expositions 4.1company rating

    Finance service representative job in Gaithersburg, MD

    We are seeking a Customer Service Representative to join our team! You will perform clerical and administrative functions in order to drive company success. Responsibilities: Draft correspondences and other formal documents Plan and schedule events Assist onsite at Tradeshows and Conferences Answer inbound telephone calls Develop and implement organized filing systems Perform all other office tasks Qualifications: Ability to prioritize and multitask Excellent written and verbal communication skills Strong attention to detail Strong organizational skills Proficiency in Microsoft Office Requirements Must be available to travel Must be available to work occasional weekends/evenings Must have a driver's license and car Must be available to work overtime
    $29k-35k yearly est. 6d ago
  • Customer Service Representative

    Carroll Independent Fuel Company 4.1company rating

    Finance service representative job in Westminster, MD

    The Customer Service Representative (CSR) is responsible for directly interacting with customers for the purpose of supporting our vision of being "Fast, Fresh and Friendly". The CSR works to support store management and facilitate the completion of all store level tasks. The CSR completes a wide variety of tasks related to store operations including, but not limited to: food preparation, cash handling responsibilities, customer service, general cleaning and any other needed functions required by store management. Principal Duties and Responsibilities: Provide superior customer service to all customers: greeting, assisting, suggest selling and thanking each customer. Respond to all customer requests in a timely manner. Support and follow all safety and security initiatives. Ensure proper cash handling with the operations of the POS and cash bank procedures. Adhere to all store operations procedures, policies and guidelines. Properly execute up-selling initiatives and provide a value to the customer. Follow all daily operating procedures to ensure store is clean, organized and well-kept to ensure a positive customer experience. Replenish product and supplies, while keeping the store in the highest quality stocked position at all times. Effectively communicate with store management and team members. Complete all tasks assigned by store management including the completion of all mandatory training within the timeline established by management. Adhere to all Food Service Program procedures, standards and sanitation requirements. #cashier#retailjobs#INDHD Minimum Knowledge, Skills and Abilities: Must be at least 16 years old Strong focus on customer service and working with people Strong commitment to teamwork Strong communication skills, including the ability to professionally communicate verbally to customers Ethical, honest, trustworthy, respectful, compassionate, supportive and patient Flexible and adaptable to change Ability to handle difficult situations professionally Ability to lift up to 50 lbs. Reliable transportation Ability to work all shifts, weekends and holidays as needed by the business, as well as work the site alone, as required. Working Conditions: Retail environment with occasional exposure to unpleasant working conditions including dust, extreme temperatures and potential contact with petroleum and/or deaning products. Spends the majority of the shift standing with frequent bending and lifting. In inclement weather conditions, employees may be expected to assist with efforts to maintain full store operations
    $33k-39k yearly est. 6d ago
  • Field Customer Service Rep

    Bradyplus

    Finance service representative job in Upper Marlboro, MD

    Field Service Rep We are in search of a Field Service Representative who works with customers in the multi-family housing industry to provide operational solutions for their maintenance supply needs. The FSR supports inventory management, placing orders, product consultation and problem solving. He or she will serve as the customer's primary operational contact and will ensure complete satisfaction with deliveries, products, and services. Responsibilities Include: Provide stellar customer service as the primary contact for the inventory and service needs of Onsite Properties customers (property managers, service managers, engineers, etc.) Travel daily throughout MD, DC, and VA to assigned customer locations. Manage inventory levels at customers' shops including cycle-counting inventory, and either ordering product from Daycon Products or T2 vendor as required to bring inventories back in line or placing 'pick-up' orders to fix any overstock positions or incorrect product. Provide order information in a timely fashion, to allow the highest level of coordination with the Daycon distribution team. Support with ensuring timely and accurate deliveries. Execute the Onsite Properties script to include review of seasonal items, review of special projects and special orders; Partner with Outside Sales as needed to ensure alignment and opportunities for account growth. Work with Onsite Properties detailer team to set up new client shops as required. Partner with Daycon Procurement team to ensure the accuracy of stocking positions on hardware. Maintain and update the accuracy of onsite labels. Provide reports and information as requested in a timely manner. Provide ongoing feedback to Daycon/Onsite leadership regarding customer trends or process improvement. The Ideal Candidate Will Have: 1-3 years of experience with trade work, such as plumbing, electrical, HVAC Ability to professionally engage with customers in the field and by phone. Willingness to spend the majority of your workday with local travel throughout MD, DC and VA Computer proficiency includes Outlook, Word, and basic Excel. Keen attention to detail and organizational skills Basic math skills - multiplication, division, fractions Effective oral and written communication skills Ability to work independently and as a team. A valid Driver's License and safe driving history Frequent sitting, standing, and walking. Occasional lifting of up to 50lbs, rare push/pull of up to 75lbs. stand Compensation & Benefits The pay range for this role is $50,000-$55,000/year. This range represents what the company reasonably expects to pay an associate for this role based on current market data, internal equity, and other business factors. The actual compensation offered may vary depending on factors such as relevant experience, qualifications, geographic location, and other considerations. In addition to base pay, BradyPLUS offers a comprehensive benefits package to support the health and well-being of our associates and their families. Benefit offerings include medical, dental, vision, life and disability insurance, flexible spending accounts, Employee Assistance Programs (EAP), 401(k) Retirement and more. About BradyPLUS: BradyPLUS is a leading national distributor of solutions for JanSan, Foodservice and Industrial Packaging. We deliver the right SUPPLIES + SUPPORT to ensure businesses are more successful every day. We offer premium brands, expert advice, and exceptional customer experiences. Our 6,000 associates across 180+ locations have a passion for delivering innovative solutions for the business challenges of today and tomorrow. Together, we serve thousands of customers nationwide in end markets including education, government, healthcare, hospitality, restaurants, building services, food packaging & processing, and grocery. We strive to be the best employer we can. We value people, we embrace change and we reach higher. Join us and see what the BUZZ is about! To learn more visit us at ***************** . BradyPLUS is an Equal Opportunity Employer. This means that all qualified applicants will receive consideration for employment without regard to race, marital status or civil union status, sex, age, color, religion, national origin, veteran status, mental or physical disability, sexual orientation, gender identity and/or any other characteristic protected by law. We also provide reasonable accommodations to applicants and employees with disabilities.
    $50k-55k yearly 6d ago
  • Customer Service Representative - State Farm Agent Team Member

    Connie Snook-State Farm Agent

    Finance service representative job in Frederick, MD

    Benefits: Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Simple IRA Salary plus commission/bonus Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. 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.
    $28k-36k yearly est. 6d ago
  • Client Service Representative - Floater (Glen Burnie Branch)

    Atlantic Union Bank 4.3company rating

    Finance service representative job in Glen Burnie, MD

    The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner. Greet and provide exceptional service in person and by telephone/email. Provide accurate information regarding Bank services, products, policies and procedures. Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services. Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Complete forms and other required documents and follow Bank policies and procedures. Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes. Perform all duties of a Teller to include: Provide excellent client experience Perform basic client and cash transactions Balance cash each day Identify referral opportunities to contribute to branch goals Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures Identify risk and escalate concerns through proper channels Develop and maintain knowledge of bank products, services, including other lines of business Ability to learn and adapt to changing digital channels * Perform other duties as assigned. Organizational Relationship This position reports to Branch location leadership. Position Qualifications Education & Experience High school diploma or equivalent (GED). One (1) or more years of experience in a client service and/or a cross-trained teller position Previous cash handling experience preferred Knowledge & Skills Excellent customer service skills Excellent oral and written communication skills Ability to exercise sound business judgment Proficient computer skills Ability to handle multiple tasks with attention to details Flexible, able to adapt to change Shifts may vary for each position offering, depending on business need Able to stand for extended periods of time and lift objects up to 30 pounds Some local travel possible Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting ********************************************************* We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
    $32k-43k yearly est. 2d ago
  • Customer Service Representative - State Farm Agent Team Member

    Bryan Michaels-State Farm Agent

    Finance service representative job in Bel Air, MD

    Benefits: License reimbursement 401(k) Opportunity for advancement Paid time off Bonus based on performance Competitive salary Flexible schedule Health insurance Training & development ABOUT OUR AGENCY: I opened my agency in 2000 after starting my career in the claims side of the insurance industry, which gave me a strong foundation for helping customers when they need it most. Family is a huge part of my life - I'm a proud father of three, and I'm about to become a grandfather for the first time. Over the years, I've spent a lot of time coaching youth sports, which has shaped my leadership style and passion for mentorship. Our office is a close-knit, family-oriented environment where teamwork, dedication, and genuine care for people come first. We value team members who are willing to learn, can juggle multiple priorities, and love connecting with others. You'll even find small touches of appreciation here, like spontaneous coffee happy hours to celebrate wins and build camaraderie. If you're someone who thrives in a collaborative setting, enjoys learning, and wants to make a difference in people's lives, this could be the perfect place for you. ROLE DESCRIPTION: As a Customer Service Representative with Bryan Michaels, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. RESPONSIBILITIES: Answer customer inquiries and provide policy information. Assist customers with policy changes and updates. Process insurance claims and follow up with customers. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Previous customer service experience preferred.
    $28k-37k yearly est. 6d ago
  • Relationship Banker - Maryland South Market

    Bank of America 4.7company rating

    Finance service representative job in Dunkirk, MD

    Dunkirk, Maryland;Prince Frederick, Maryland; Mechanicsville, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $28k-37k yearly est. 4d ago
  • Residential Service Associate

    The Tower Companies 4.0company rating

    Finance service representative job in Silver Spring, MD

    Resident Service Associate Reports to: Property Manager, The Pearl Position Type: Full Time Objective: The Tower Companies seeks a dynamic, driven individual to serve as the Resident Service Associate of The Pearl, a premier Class A luxury apartment community in downtown Silver Spring, Maryland. At the edge of Rock Creek Park, the Pearl is a short walk to the Metro's Red Line. The building is beautifully designed by Baltimore-based architects, Design Collective, and is filled with light and natural materials. Living at The Pearl provides residents with innovative ways to revitalize their minds and bodies by offering a peaceful retreat from the hustle and bustle of everyday life. A place to find balance, be happy and Live Wisely! The Pearl offers a luxurious experience, while maintaining Gold LEED certification. Sustainability is a hallmark of this Tower asset. The Pearl is a part of the larger Blairs District, which consists of 4 high-rise buildings, 80 townhouse units, retail and an office building on a 27-acre campus. As a Residential Service Associate, you serve as the front-line Tower ambassador to our new and current residents at The Pearl. You are helping to build a community, one resident at a time! You take a genuine interest in those around you and representing Tower to the best of your abilities. You enjoy providing top tier customer service to all. You build trust the residents need to feel taken care of. You take pride in your residents, your community, your sales office, your coworkers, and most importantly, yourself and your work! Key Responsibilities: As a Residential Service Associate, you are empowered to make things happen every day at The Pearl! Prepare to give your guests an incredible client experience they will not forget! Be the difference! The Residential Service Associate responsibilities include but are not limited to: Know the residents and building and exceed resident expectations by anticipating their needs. Monitor resident (and building) service requests to ensure timely completion and do daily follow up calls upon completion to ensure resident satisfaction; identify and report emerging trends. Monitor common areas inside and outside the building by checking for cleanliness and functionality of all equipment (e.g., coffee machine, electronics, fitness equipment); monitor trash & compactor, garages, parking lot, and recycling programs as needed; Submit and track service requests, as needed. Manage resident communications such as preparing community messages, warning and lease violation letters and announcing these messages as well as service interruptions and scheduled maintenance. Collaborate in execution of monthly resident lifestyle events and District-wide events (evening hours required). Administer resident and visitor parking, fob activations/reservations, amenity reservations (schedule, charges, pre- and post-inspections), and schedule elevator reservations. Receive and process fair housing and accommodation requests and transfer requests; submit for approval and follow through to completion & resident satisfaction Resolve resident issues and concerns professionally and promptly. Own issues as they arise and ensure follow up for all matters. Ensure follow up needed to ensure residents are adhering to lease agreement, policies and procedures. Respond to on-site emergencies, as needed, within a reasonably short response time. Support the financial performance of the property in accordance with the established budget. Maximize additional income by selling services and accurately charging fees (e.g., amenities, hospitality suites, parking, pets, and printers). Support, cultivate and maintain a strong high level professional relationship with the Concierges, Sales, Finance and Maintenance Teams - keep concierges well informed, monitor incident reports and follow-up as needed; Monitor vendors' actions on site and coordinate escorts for occupied apartments. Create an operating environment that assures consistent resident engagement, yields outstanding customer satisfaction ratings and community reviews. Document your calls, emails, tours, follow up and anything else in Yardi and CRM to account for your work each day. Take the initiative and make plans to attend outreach events such as community events and career fairs to interact with people about our incredible offerings. Walk available or targeted apartments to ensure they are rent-ready. Support future residents before and during the move- in process - do a final walk-through of the apartment, schedule elevator reservations, contact resident within 72 hours of move, complete and collect move-in inspection checklists, and coordinate with maintenance as necessary. Be ready on move-in day (keys, checklist, a welcoming smile). Other duties and responsibilities as assigned by the Property Manager. Perform work outside this position as assigned by the Property Manager to facilitate the efficient operation of The Blairs, not to exceed fifty percent of working time. Position Requirements & Qualifications: A minimum of 2 or 3 years of full time successful work experience in a customer service role A commitment to excellence and an elevated service experience as demonstrated through positive words and actions. Strong command of the English language; verbal and in writing Determined, persistent and consistent follow up actions until issues are resolved. Ability to diffuse difficulty situations by employing customer service strategies and maintaining a positive attitude of service. Outstanding work ethic; reliable, on time, trusted to work independently Maturity and grace in all situations; discernment to know when to escalate an issue to management. Coachable and teachable with a strong desire to learn and stay current in techniques and industry trends Team oriented; thoughtful, respectful and considerate of others. Never putting self ahead of the team. Social media and computer savvy; able to pick up on software programs easily. Microsoft Office Suite skills and experience required. Strong organizational skills and natural detail orientation; maintaining consistent documentation of work utilizing systems provided. Capable of effectively managing multiple initiatives simultaneously. Required to work at least one weekend a month in rotation, or as needed and assigned. Candidates under consideration for hire must submit to and pass a background check and drug screening according to Tower's hiring standards and be willing to work in-office. Preferred Qualifications include: College Degree preferred Multifamily residential experience highly preferred The Tower Companies is an equal opportunity employer and offers a collaborative and exciting work environment, competitive salary and excellent benefits, which include medical, dental and vision coverage, as well as a 401(k) plan. If you're interested in this position and working for The Tower Companies, please apply via our candidate portal at ******************************* No phone calls please. About The Tower Companies For three generations, the family-owned Tower Companies has maintained a commitment to responsible development and envisions a world where buildings inspire and enrich the lives of their occupants, and create positive social change. The green building leader owns, develops, and manages over 5 million square feet in the Washington, D.C. metropolitan area consisting of office buildings, office parks, lifestyle centers, regional malls, eco-progressive live-work-play communities and hotels with over 8,000,000 SF in the development pipeline. The Tower Companies built Blair Towns, the first LEED certified apartments in the country, and is an international authority in the industry. We have been recognized for our commitment to sustainability and energy independence by numerous national organizations and federal agencies, including US Green Building Council, US Department of Energy and the US Environmental Protection Agency.
    $28k-38k yearly est. 1d ago
  • Customer Service Representative

    Caliber Collision Repair Services 3.7company rating

    Finance service representative job in Upper Marlboro, MD

    Caliber Collision has an immediate job opening for a Customer Service Representative to perform all-purpose duties, which may include, but not limited to greeting and providing extraordinary customer service to internal and external customers, monito Customer Service Representative, Customer Service, Representative, Retail, Service
    $28k-36k yearly est. 2d ago
  • Financial Services Representative

    MJ Morgan Group 3.6company rating

    Finance service representative job in Bel Air, MD

    Ready to make a real impact? As a Financial Services Representative, you'll be the friendly face members trust and the expert who helps them reach their financial goals. Every day brings something new-from opening accounts and processing transactions to uncovering ways members can save, borrow, and thrive. What You'll Do: Create amazing experiences for every member who walks through the door Help members find the right accounts, loans, and financial solutions Handle day-to-day transactions with accuracy and confidence Support loan applications and keep members updated along the way Work with a supportive team that celebrates wins and drives results together Stay sharp on products, policies, and new opportunities to serve members better What Makes You Great for This Role: A passion for helping people and delivering standout service Confidence in recommending products that truly meet member needs Strong communication, attention to detail, and problem-solving skills Comfortable learning new systems and juggling multiple tasks Experience in customer service, sales, or cash handling (banking is a plus!) If you're energized by helping people, love working in a fast-paced environment, and want to grow your financial career, this role is your perfect launchpad. Build relationships that matter-one member at a time!
    $26k-31k yearly est. 4d ago
  • Sales Representative - OR Products

    Cardinal Health 4.4company rating

    Finance service representative job in Annapolis, MD

    The Global Medical Products and Distribution ("GMPD") segment, focuses on U.S. and International Products and Distribution businesses. We offer industry expertise and an expanding portfolio of safe, effective medical products that improve quality, manage costs and reduce complexity. With our trusted regulatory experience, insights, and infrastructure, we help manufacture and source medical products that meet the demand for value-driven, comprehensive healthcare solutions. We offer surgical kits and accessories designed specifically for the operating room to help create a more efficient OR supply chain, with kits & supplies covering a wide selection of procedures. **Job Summary:** The **Sales Representative** , **OR** **Products** **,** **"** **S** **pecialist** **"** drives revenue and profitability in their territory. They accomplish this through products, solutions and clinical insights to the acute care hospital marketplace. Focus areas will include driving new business as well as increasing penetration in existing accounts. The OR Product portfolio includes Presource procedural packs & solutions, surgical gloves, surgical drapes, surgical gowns, OR positioners, topical skin adhesives, fluid management and more. This highly visible position, reporting directly to the Region Sales Director, Specialty Products is responsible for meeting and exceeding sales goals by advancing high quality consultation utilizing a solution-based sales model. **Territory:** Maryland **Responsibilities** **:** + Drivestrategiesto achieve sales goals across assigned product categories within assigned geography. + Build consultative relationships with clinicians, supply chain partners,endusersand GPO partners. + Collaboratewith regionally aligned account executives to drive incremental revenue and achieve target sales goals within the context of the overall account strategy. + Identify, qualify, prepare, and executeeffective sales strategies thatmaintainthe existing base of business and support the close of competitive business and revenue growth opportunities + Develop mastery of all products and sales applications + Present proposals, negotiating pricing and effectively differentiating product offerings + Completeconversions and in-servicing, which includesdemonstratingproduct applications,functionalityanduse - (occasional night shifts). + Assistcustomers with backorders and other related service issues when they cannot be resolved by the customer service team. + Effectivelyutilizeand updatesales tools to accurately address trends in existing base of business, create call strategies, and to manage territory and strategic business plans + Lead territory opportunity development and activities that translate toaccuratemonthly, quarterly, and annual projections + Completeall administrative requirements ina timelyand comprehensive manner (expenses, compliance, salesforce.com, as directed) + Maintain and document required activity level - following established guidelines for number of calls / day, # products presented /account, and # contacts/account + Educatebuyers and promote Cardinal's products through participation in sales meetings, training programs, conventions, and trade showsas directed. + Meet andmaintainthe requirements of all key vendor credentialing entities + Maintain knowledge of the current industry / competitive landscapeincluding,GPOs, healthcare economics, reimbursement,competitorsand competitive products etc. + Foster productive relationships with Marketing, Customer Service, and other key internal stakeholder groups + Resolvecustomer complaintsin accordance withcompany policy, andadvisingsales management promptly of any situation beyond the Sales Representative's authority **Qualifications** + Bachelor's Degreeor relevant experiencepreferred + Two years of documented outside sales success in a competitive, sophisticated environment (complex capital or tangible products including medical/surgical, copiers, payroll solutions, information systems) preferred + Experience working in a hospital setting or clinical setting preferred + Documented history of exceeding customer expectations preferred + Ability to understand complex contracting and develop sound financial business case + Strong computer acumen and business application + Strong verbal, written and interpersonal communication skills + A valid driver's license issued in one of the 50 States with a clean driving record + Ability to travel domestically and within region often involving overnight stays and stays up to one week in duration + Customer/Vendor credentialing isrequired(this may include vaccinations). More details will be provided if you are selected for an interview **Anticipated pay range:** $124,800 - $159,480 (includes targeted variable pay) **Bonus eligible:** Yes **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day withmy FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window** **anticipated** **to close:** 02/14/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $40k-58k yearly est. 2d 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
  • Trader

    Sherwood Lumber Corporation 3.8company rating

    Finance service representative job in Baltimore, MD

    Job Description We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country. SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades. DUTIES AND RESPONSIBILITIES: · Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily. · Sources new sales opportunities through inbound and outbound prospecting calls and emails. · Understands accounts, identifies key players and generates interest. · Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth. · Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements. · Prepares and sends valuable offers daily. · Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers. · Executes timely and accurate trades based on market data, movement and prices. · Provides competitive market intelligence and insights to prospects and customers. · Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis. · Purchases product for various types of sales. · Handles inbound calls and provides callers with product and service information. · Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests. · Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required. · Maintain and review sales and profit goals on a regular basis · Participates in daily sales meetings and other various team meetings. · Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members. · Attends outings, shows and conventions as directed by management. · Submits customer sponsorship requests to management in a timely manner. · Provides management with suggestions that will improve our company. · Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions. · Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs. · Performs other related duties as assigned by management. SUPERVISORY RESPONSIBILITIES: · This job has no supervisory responsibilities. QUALIFICATIONS: · Computer skills required: Microsoft Office Suite o 4+ years' experience in sales or a related field (experience in building materials a plus). o Excellent written and oral communication skills. o Strong team player, work ethic and commitment to job. o Excellent interpersonal skills. o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers. o Ability to multi-task in a fast-paced environment. o Ability to work closely with peers on team orientated goals. o Ability to follow company directives and instruction. PHYSICAL DEMANDS AND WORK ENVIRONMENT: Occasionally required to stand. Occasionally required to walk. Continually required to sit. While performing the duties of this job, the noise level in the work environment is usually quiet and moderate. The employee must occasionally lift and/or move up to 10 pounds.
    $58k-104k yearly est. 17d ago
  • Global Equity Trader

    Brown Advisory 4.9company rating

    Finance service representative job in Baltimore, MD

    Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office. Core responsibilities include, but are not limited to: As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to: Global Trading Execution and Strategy Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform Strategic Relationships and Market Intelligence Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools Stay current on global market structure developments, regulatory changes, and trading innovations Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps Serve as escalation contact for colleagues with trade related questions that require complex solutions Trading Oversight and Governance Assist with management of CSA budget and bundled research arrangements Produce and be able to present on quarterly best execution and board reporting Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires Qualifications 10+ years of global equity trading experience across global markets and managing firm risk Proven leader and self-starter requiring limited oversight Ability to work rotational overnight shifts to support global trading operations Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies Collaborative and proactive mindset with strong interpersonal skills Comfortable working in a fast-paced, deadline-driven environment Familiarity with compliance regulations regarding best execution and fair allocation practices Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics We are looking for individuals with the following characteristics: Strategic thinker with a passion for global equity, capital markets, and ETFs Demonstrable history of success in former roles Flexible and adaptable Detail oriented with strong analytical skills Superior communication skills Ability to maintain composure and focus through stressful situations Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations Easily viewed as a trustworthy and dependable team player Self-confidence Fair and balanced in negotiating complex situations A focused, dedicated, entrepreneurial, open-minded personality Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role. Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. • Medical • Dental • Vision • Wellness program participation incentive • Financial wellness program • Fitness event fee reimbursement • Gym membership discounts • Colleague Assistance Program • Telemedicine Program (for those enrolled in Medical) • Adoption Benefits • Daycare late pick-up fee reimbursement • Basic Life & Accidental Death & Dismemberment Insurance • Voluntary Life & Accidental Death & Dismemberment Insurance • Short Term Disability • Paid parental leave • Group Long Term Disability • Pet Insurance • 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.
    $175k-200k yearly Auto-Apply 60d+ ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Ellicott City, MD?

The average finance service representative in Ellicott City, MD earns between $23,000 and $72,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Ellicott City, MD

$40,000

What are the biggest employers of Finance Service Representatives in Ellicott City, MD?

The biggest employers of Finance Service Representatives in Ellicott City, MD are:
  1. First Financial Federal Credit Union
  2. Fidelity Holding
  3. Fidelity Investments
  4. Dane Spealman-State Farm Agent
  5. Scott McGrew-State Farm Agent
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