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Call Center Customer Service Representative
The Midtown Group 4.4
Finance service representative job in Washington, DC
At least seventeen (17) Medicaid related Call Center Customer ServiceRepresentatives are needed for a long-term project in DC. These positions are 100% onsite and located downtown, near Farragut North Metro Station.
The Midtown Group is teaming up with a leading technology company to support a D.C. government department that offers its residents a Medicaid program. Our collective goal is to modernize and optimize DC's Medicaid program while offering outstanding customer support. Our venture is focused on improving outcomes, enhancing provider experiences, and safeguarding program integrity. For this project, our partner will provide technology, and we will provide people and expertise across several functions, including contact center operations.
Our Customer ServiceRepresentatives will support D.C. medical providers who need assistance with invoices and payments for service they provide DC Medicaid recipients.
These positions are in-person, located in Downtown D.C. There are no plans to move to hybrid or fully remote models. Interviews begin on Thursday, 12/18/25, and these engagements are expected to start on 1/29/26 and may continue for up to two or three years or longer.
Key job tasks
CSRs have several job responsibilities, and some of the critical ones are:
• Receive inbound contacts using the contact center platform, respond to general customer questions,
provide consultancy using insurance and healthcare expertise available in the knowledgebase, and
escalate to appropriate staff as needed.
• Handle and process contacts so that service level targets are exceeded.
• Process requests and document contacts, including updates to account history with results of the
interaction to include proper documentation. This is critical, as this case history is referenced by CRSs and supervisors to understand what has taken place to date and how to best resolve an issue or progress a case.
• Interface with team members, management, and customers to resolve customer service issues.
• Review and recommend modifications to procedures and workflow, as needed, to ensure efficient and effective processing of transactions.
• Conduct outbound customer contacts in response to customer direction or other business needs.
• Attend twice-weekly pre-shift meetings, on Mondays and Thursdays, to hear essential information from supervisors, to participate in interactive Q&A, etc.
• Follow contact center scripts, properly verify callers, gain permissions to disclose information, or
assist, and fully document each contact.
Performance measurement
The Midtown Group measures performance in several ways, with the key ones being:
• Quality Assurance assessments: CSRs may have their calls monitored and assessed at any time during a shift. We and our partner monitor and assess our CSRs regularly. CSRs are expected to maintain or
exceed a QA pass rate of 90%+. Calls are considered failed if a CSR misses or incorrectly performs any critical element of the job. These items are well-covered in training and reinforced during pre-shift and individual coaching sessions.
• Call handling metrics are a good measure of performance and the three focus areas are:
• Percent of your shift that you are either on a call or available to take a call.
• Length of call. We are here to provide efficient, professional assistance, so a consistent record of
accomplishment of extraordinarily long or noticeably short calls is frowned upon.
• Percent of calls that you transfer. This often indicates that a CSR is unable or unwilling to assist
callers.
• Attendance
Minimum requirements
• High School Diploma or equivalent, 2-year post-high school Degree, or bachelor's degree.
• Typically, four + years of on-site/in-person multi-channel contact center experience in a similar or
related field.
• Proficiency with basic help desk software, computer software and Microsoft Office applications.
• Problem-solving skills to bring inquiries to effective resolution.
• Customer service skills, with an emphasis on written and oral communication, to respond to inquiries
professionally and efficiently.
• Medicaid and health insurance experience is strongly preferred.
Other important skills
The ability to provide exceptional customer service is important to the Midtown Group and our
client. If you have the service gene - if helping others is in your DNA - we are happy to have you join us.
Our most effective and successful Customer ServiceRepresentatives exhibit the following
skills:
• Conduct themselves with professionalism, empathy, patience, courtesy, and intact.
• Communicate effectively, clearly, and professionally.
• Listen carefully to understand the caller's situation, to determine the caller's needs, to read and
understand the case history, and to provide the appropriate course of action.
• Effectively collect and handle sensitive data and personal information, as needed.
• Deal well with conflict, as well as complex and emotional situations.
• Be flexible, and able to work independently.
Hours, project duration, etc.
The contact center operating hours are Monday through Friday, from 8:00am to 5:00pm ET.
However, schedules will be between the hours of 7:45am to 5:15pm ET, to allow for pre-shift
sessions and last-minute contacts/wrap up.
The contact center is closed on Federal holidays. Candidates must be able to work 40 hours per
week.
The base period for this contract is one year, through November 2026, with two additional annual
option periods. This contract could run for nearly three years, until November 2028
$33k-41k yearly est. 4d ago
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Recent Graduate - Financial Services
Farmers Insurance 4.4
Finance service representative job in Washington, DC
Recent Graduate - FinancialServices Location: Litchfield, IL, 62015 Salary: $24000.0 - $100000.0/year Experience: 2 Year(s) We are seeking a passionate, self-driven, natural-born salesperson with a desire to make a difference in people's lives. You will be part of a team helping to grow the office's revenue by offering products that people need for their security and peace of mind. Our newest Insurance Sales Representative will pursue and respond to the requests and needs of prospects and clients who need insurance. You will be trained to act as a consultant for businesses and families, evaluating needs and recommending the most appropriate means of meeting those needs. Responsibilities:
Meet new business production goals and objectives as established.
Treat each customer contact as a cross and up-sell opportunity, including financial products.
Maintain knowledge of new products.
Prospecting and generating new business through leads & referral sources.
Maintain client relationships through follow-up phone calls.
Requirements:
Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
Proficiency to multi-task, follow-thru and follow-up.
Problem-Solving Capabilities.
Successful sales background.
Driven and goal-oriented individual.
Property and Casualty insurance license (must be willing to obtain)
Benefits:
Base with Commissions
Bonus Opportunities
Hands-On Training
Performance Bonuses
Professional Work Environment
PIcbd134***********2-39196359
$24k-100k yearly 2d ago
Project Finance Associate Attorney
Career Legal 4.5
Finance service representative job in Washington, DC
A national Am Law Top 100 firm is seeking a mid-level attorney to join its Washington, D.C. office. This position involves sophisticated transactional work supporting clients engaged in major energy and infrastructure initiatives across the U.S. and internationally.
Position Overview
The attorney will assist clients with a variety of complex commercial arrangements related to the development and operation of large-scale assets. Responsibilities may include:
Drafting and negotiating contracts connected to development, construction, supply, investment structures, and joint ventures
Reviewing long-form agreements and identifying key legal and business issues
Assisting in structuring commercial relationships and supporting clients through multiple phases of ongoing transactions
Coordinating deliverables and information across internal teams and external stakeholders
Supporting matters that require collaboration across offices and practice groups
This role provides meaningful responsibility, exposure to high-value work, and opportunities to engage with clients on long-term business matters.
Desired Qualifications
The firm is seeking candidates with:
4+ years of transactional experience in areas such as energy, infrastructure, finance, or other complex commercial transactions
Strong drafting and analytical skills
Ability to manage multiple active matters simultaneously
Clear communication skills and a collaborative approach
Admission to the Washington, D.C. Bar, or eligibility to obtain it
Interest in large commercial projects and multi-party transactions is beneficial.
Compensation
Salary range for Washington, D.C.: $320,000 - $400,000
Bonus eligibility
Full benefits package, including health coverage, retirement plans, paid leave, and professional development resources
About the Firm
The hiring organization is a national Am Law Top 100 firm with a broad platform and an international footprint. Attorneys work closely with colleagues across various offices and practice areas on sophisticated matters involving diverse industries. The culture emphasizes teamwork, professional growth, and opportunities to take on substantial responsibility from an early stage.
$38k-63k yearly est. 5d ago
Sales Representative
Mission Roofing
Finance service representative job in Centreville, VA
We're on the lookout for business partners who are ready to grow and hit their personal goals. We're over the typical 'sales pitch' job ads and the same old noise - it's time for something better. At Mission, you'll get the stability of a 9-to-5 with the excitement of unlimited earning potential. If you're driven, ambitious, and ready to build something real, let's make it happen.
What Mission Has to Offer:
Autonomy: We treat you like the adult you are. No micromanaging, just a supportive management team available when you need them.
Flexibility: Your schedule is in your hands. Out in the work and enjoy time off when you want it.
Teamwork: Collaborate with driven colleagues who enjoy working together and strengthening the team.
Training: We pay you while you train, and we don't throw you to the wolves when you're done.
Should You Apply?
Previous experience needed? No
Strong work ethic needed? Yes
Do I need equipment? All needed equipment will be provided
We kept this job description short and sweet, hoping you'll give it a good read before applying. We thought about adding a "secret code word" to make sure people actually read it, but we're going to trust that if you apply, you're genuinely interested. Look, we even put it in bold. Pickles.
The following is required by law. Disclaimer:
Note that earnings for Sales Representatives vary based on individual performance. We are an equal opportunity employer, committed to providing equal employment opportunities to all applicants and employees regardless of race, color, religion, sex, national origin, age, disability, genetic information, gender identity, sexual orientation, marital status, pregnancy, veteran status, or any other legally protected characteristic. We base our hiring decisions on qualifications, skills, and job-related experience. We adhere to all federal, state, and local laws regarding nondiscrimination in employment.
$41k-77k yearly est. 2d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Finance service representative job in Arlington, VA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$69k-128k yearly est. Easy Apply 60d+ ago
Customer Service Representative
Opus Global 4.6
Finance service representative job in Lorton, VA
Customer ServiceRepresentative Compensation: $18-20/hr, benefits offered including Health, Dental, and Vision. Opus Inspection, Inc. is a software and electronic hardware-driven global leader in the Automotive Technology Service industry. Our mission is to make the world a cleaner and safer place by providing highly effective solutions for Vehicle Inspection through innovative technologies, customer focus and operational excellence. Opus' technologies and services help our state partners meet strict US EPA Clean Air regulations by managing vehicle inspection programs, Vehicle Information Databases, and developing differentiated solutions for remote vehicle monitoring.
Duties & Responsibilities:
Serves as the point of contact for customers, handles inquiries, comments, and service requests. Responsible for providing information about products, services, and resolving issues. Ensure customer satisfaction by delivering timely and effective support.
* Answer phones, check voicemail, forward calls as needed, and take messages
* Direct guests, route deliveries, and courier services
* Upload data and provide tracking information on documents and logs
* Enters schedule into LCAMS & VATraffic websites
* Process payments for walk-ins and mailed redemptions
* Conduct the monthly Constant Contact marketing email campaigns
* Proctor exams for Licensed Emissions Inspectors (LEI) and Certified Repair Technicians (CRT)
* Responsible for creating and mailing IDs to inspectors who pass their LEI and CRT exams
* Ensure LEI test dates by adding dates for the next month
* Assists customers with questions/information about obtaining a license to become an inspector
* Handling customer inquiries regarding Rapidpass via phone, in-person, and emails, such as questions and concerns, processing payments, and locating sites.
* Assists potential customers interested in the emissions program by providing information such as pricing of leasing equipment, warranty, and the sign-up process.
* Create and dispatch service requests to Field Service Reps
* Responsible for A/R collections via phone, email, and processing payments.
* Pack, unpack, and process shipments
* Work closely with all Opus Inspection departments to improve the level of service to the customer.
* Performs customer service-oriented duties as assigned to include tag editing
Position Title: Customer ServiceRepresentative
Location: 8354 H Terminal Rd, Lorton, VA
Compensation: $18-20/hr, benefits offered including Health, Dental, and Vision.
Opus Inspection, Inc. is a software and electronic hardware-driven global leader in the Automotive Technology Service industry. Our mission is to make the world a cleaner and safer place by providing highly effective solutions for Vehicle Inspection through innovative technologies, customer focus and operational excellence. Opus' technologies and services help our state partners meet strict US EPA Clean Air regulations by managing vehicle inspection programs, Vehicle Information Databases, and developing differentiated solutions for remote vehicle monitoring.
Duties & Responsibilities:
Serves as the point of contact for customers, handles inquiries, comments, and service requests. Responsible for providing information about products, services, and resolving issues. Ensure customer satisfaction by delivering timely and effective support.
* Answer phones, check voicemail, forward calls as needed, and take messages
* Direct guests, route deliveries, and courier services
* Upload data and provide tracking information on documents and logs
* Enters schedule into LCAMS & VATraffic websites
* Process payments for walk-ins and mailed redemptions
* Conduct the monthly Constant Contact marketing email campaigns
* Proctor exams for Licensed Emissions Inspectors (LEI) and Certified Repair Technicians (CRT)
* Responsible for creating and mailing IDs to inspectors who pass their LEI and CRT exams
* Ensure LEI test dates by adding dates for the next month
* Assists customers with questions/information about obtaining a license to become an inspector
* Handling customer inquiries regarding Rapidpass via phone, in-person, and emails, such as questions and concerns, processing payments, and locating sites.
* Assists potential customers interested in the emissions program by providing information such as pricing of leasing equipment, warranty, and the sign-up process.
* Create and dispatch service requests to Field Service Reps
* Responsible for A/R collections via phone, email, and processing payments.
* Pack, unpack, and process shipments
* Work closely with all Opus Inspection departments to improve the level of service to the customer.
* Performs customer service-oriented duties as assigned to include tag editing
$18-20 hourly 13d ago
Part Time Associate Banker Virginia Metro (20 Hours)
Chase 4.4
Finance service representative job in Herndon, VA
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
$71k-154k yearly est. Auto-Apply 60d+ ago
Floating Retail Banking Associate
Industrial Bank 4.1
Finance service representative job in Oxon Hill, MD
Industrial Bank is seeking a highly qualified professional for the position of Floater Retail Banking Associate for our Retail Branch located at 1800 John Hanson Lane, Oxon Hill, MD. Industrial Bank is a successful and established African American owned and operated financial institution. It is a distinguished Community Development Financial Institution, with a Mission “To make a difference in people's lives and the economic development of their communities". The Bank has a rich benefit package that includes medical, prescription, dental, 401k, vacation and safe/sick days, paid
A Day in the Life of a Floater Retail Banking Associate:
The Floating Retail Banking Associate (FRBA) serves as the back-up Associate for all banking centers depending upon needs.
As the FRBA, the incumbent will float from the teller line to the platform, as needed, at any given time, with or without notice.
The FRBA is expected to provide branch support throughout the various banking centers on an as needed basis, as assigned.
The responsibilities of this position include, but are not limited to, teller operations, product sales, general administrative tasks, and exceeding both internal and external customer service expectations.
This position also requires a high level of dependability, accountability, and flexibility.
Must comply with meeting compliance and audit requirements
Requires expert knowledge and experience in the responsibilities of a banking Teller
Requires expert knowledge and experience in the responsibilities of performing Branch Platform functions
A few of the core competencies for this role include: reliable attendance and punctuality; customer service; communication; problem solving and sales skills
Required education and experience
High school diploma or equivalent
Minimum of 3 years customer service experience
Minimum of 2 years cash handling experience (Teller experience preferred)
Employee Classification and Work Hours: Non-Exempt
The Retail Banking Department operates on a Monday through Saturday work schedule. All Associates are expected to adhere to the Retail Banking schedule, providing notice of absence in accordance with the Bank's attendance policy. All Associates must support the Retail Branch network and can be required to work at other Branch locations.
Travel: As needed amongst the various Retail Banking Centers
$70k-138k yearly est. Auto-Apply 1d ago
Part Time Associate Banker Maryland West (20 Hours)
JPMC
Finance service representative job in Rockville, MD
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$60k-123k yearly est. Auto-Apply 60d+ ago
Cloud Services Financial Specialist
Steampunk
Finance service representative job in McLean, VA
We are seeking a detail-oriented Cloud ServicesFinancial 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 6d ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Bethesda, MD
FASTSIGNS #132201 is hiring for a Customer ServiceRepresentative to join our team! Benefits/Perks:
Competitive Pay
Paid Vacation and Holidays
Center performance Bonus
Ongoing Training Opportunities
A Successful FASTSIGNS Customer ServiceRepresentative Will:
Be the initial contact with current as well as prospective customers in our FASTSIGNS Center
Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders
Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center
Work with customers in numerous ways such as email, telephone, in-person and at their place of business
Build long-lasting relationships by turning prospects into long term clients.
Prospect for new business and network for sales opportunities
Sell a unique, exciting product line that changes by the minute - completely based on customer needs and desires
Ideal Qualifications for FASTSIGNS Customer ServiceRepresentative:
2-3 years of retail or counter sales experience preferred
High school diploma or equivalent
Outgoing, responsive, eager to learn and has the ability to build relationships
Great listening and organization skills
Ability to sit for long periods (4 hours or more)
Ability to view a computer screen for long periods (4 hours or more)
Ability to work under pressure to output high volume, high-quality work
Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today!
Compensation: $20.00 - $24.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$20-24 hourly Auto-Apply 60d+ 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. 2d 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
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 59d 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 financialservices.
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!
Finance service representative job in Washington, DC
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
$23k-54k yearly est. Auto-Apply 31d ago
Financial Services Representative State Farm Agent Team Member
Anh Nguyen-State Farm Agent
Finance service representative job in Alexandria, VA
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
Job Title: Sales Representative Company: Anh Nguyen State Farm Agency About Anh:
Anh Nguyen State Farm Agency is a leading provider of insurance and financialservices, committed to helping individuals and families protect what matters most and achieve their financial goals. We take pride in providing exceptional customer service and building long-lasting relationships with our clients.
Focused on Life Insurance & Other Risk Management
Focused on Relocation of current State Farm customers
Competitive Auto and Homeowners Quotes
Double check Discounts Available
Exotic Travel Qualifier
Chairman's Circle Qualifier
President's Club Qualifier
Million Dollar Round Table Qualifier
Member of Alexandria Rotary Club
Member of Alexandria Chamber of Commerce
Focus in working with local business owners
Long time resident of Northern Virginia
Position Overview:
We are seeking a dynamic and motivated salesperson to join our team. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets.
Responsibilities:
Cultivate and maintain strong relationships with existing and prospective clients through effective communication and exceptional customer service.
Identify client needs and recommend appropriate insurance and financial products tailored to their individual circumstances.
Generate leads through networking, referrals, and marketing initiatives to expand the agency's client base.
Conduct thorough insurance policy reviews and provide guidance on coverage options and cost-saving opportunities.
Meet or exceed sales goals and performance metrics while adhering to company policies and procedures.
Qualifications:
Previous sales experience in insurance, financialservices, or a related field is preferred but not required.
Excellent communication and interpersonal skills with the ability to connect with diverse clientele.
Strong work ethic and self-motivation to achieve personal and team objectives.
Ability to multitask, prioritize, and work effectively in a fast-paced environment.
Proficiency in basic computer skills and willingness to learn new technology platforms.
Must be able to obtain the Property and Casualty Insurance License
Must be bilingual Spanish or Vietnamese
Benefits:
Competitive base salary plus commission and bonus opportunities.
Comprehensive training and ongoing support to help you succeed in your role.
Career advancement opportunities within the agency and the broader State Farm network.
Paid time off and holidays.
How to Apply:
If you are passionate about helping others and thrive in a sales-driven environment, we want to hear from you! Please submit your resume and a cover letter outlining your relevant experience and language proficiency to [insert contact information].
Anh Nguyen State Farm Agency is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage individuals from all backgrounds to apply.
$28k-51k yearly est. 24d ago
Banking Associate PT (20 Hrs.) (Laurel)
TD Bank 4.5
Finance service representative job in Laurel, 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 financialservices, 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 9d ago
Financial Services Representative State Farm Agent Team Member
Chris Aguirre-State Farm Agent
Finance service representative job in Kensington, MD
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
Are you a dynamic and results-oriented individual with a passion for sales and customer service? Do you want to be part of a supportive team that values your contributions and offers excellent growth opportunities? Look no further! Chris Aguirre State Farm is seeking a Sales Representative to join our growing team.
About Us:
At Chris Aguirre State Farm, we take pride in being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have the backing of a renowned brand known for its integrity and reliability.
Role and Responsibilities:
As a Sales Representative at Chris Aguirre State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include:
Sales and Consultation: Engaging with potential customers to assess their insurance needs and provide them with personalized insurance solutions that align with their requirements.
Lead Generation: Proactively seeking new business opportunities through various channels, such as referrals, networking, and community involvement.
Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have.
Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financialservices that benefit our customers.
Team Collaboration: Collaborating with our dedicated team to create a seamless customer experience and achieve collective sales targets.
Qualifications:
To excel in this role, we are seeking candidates with the following qualifications:
Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed.
Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and explain insurance concepts clearly.
Customer-Centric: A strong desire to help customers and provide exceptional service that exceeds their expectations.
Goal-Driven: A self-motivated individual with a proven track record of meeting and exceeding sales targets.
Insurance Knowledge: While not mandatory, familiarity with insurance products and industry practices will be advantageous.
Bilingual Spanish
Benefits
Ongoing training and development opportunities to enhance your skills and knowledge.
A supportive and collaborative team that feels like family.
Opportunities for career growth and advancement within the agency.
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
HOURS
Weekdays 9AM - 5PM
$30k-54k yearly est. 20d 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
Banking Associate PT (20 Hrs.) (Laurel)
TDI 4.1
Finance service representative job in Laurel, 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 financialservices, 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 10d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Fairfax Station, VA?
The average finance service representative in Fairfax Station, VA earns between $22,000 and $67,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Fairfax Station, VA
$38,000
What are the biggest employers of Finance Service Representatives in Fairfax Station, VA?
The biggest employers of Finance Service Representatives in Fairfax Station, VA are: