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Mail Services Associate
Commonwealth of Massachusetts 4.7
Finance service representative job in Boston, MA
Mail Services Associate - (260000A0)
The Operational Services Division (OSD) enables state government to obtain the goods and services it needs to serve the people of Massachusetts. OSD ensures that state procurements deliver best value and utilize fair, open, and competitive practices. The agency also helps thousands of businesses offer products and assistance to state agencies, local governments, and other public bodies - creating opportunities that contribute to economic growth and development. We work at the nexus between government and business and are privileged to make connections that support both sectors.
Join Our Dynamic Team
OSD's dynamic team is guided by the following values: SERVICE, PARTNERSHIP, CREATIVE‑PROBLEM SOLVING and RESPONSIVENESS. Our flexible, hybrid work environment fosters work‑life balance and collaboration, allowing us to effectively serve our state agency and local government partners so they can achieve their goals on behalf of the people of Massachusetts.
You'll be a great fit for our team if you believe in making state government work better, are forever curious and love building relationships and knowledge with partners in the public and private sectors. We look for people who can take initiative with a strong sense of urgency and enthusiasm, stay current on evolving policies, practices, industry and market trends, and consistently bring fresh ideas that contribute to a culture of innovation.
Role Summary
OSD is seeking to hire a Mail Services Associate to join the Commonwealth Print and Mail Services Team. The Mail Services Associate will operate a mail inserter, catch from the sorter, and keep accurate logs of all postage. The Associate may operate the courier van and/or truck to deliver mail and packages to state agencies and the post office. The incumbent will perform accurate record‑keeping of postal meter logs and production reports. The primary work location is 200 Arlington Street Chelsea, MA 02150. The work schedule is Monday through Friday, 7:00 AM - 3:00 PM EST, with potential after‑hours support as required. All offers of employment are conditional upon passing a Massachusetts Criminal Background Check (CORI), a security clearance (fingerprinting) consistent with IRS and/or public safety requirements, and security training.
Key Responsibilities
Demonstration of flexibility in accepting assignments and taking initiative where needed
Operating inserting equipment to ensure output is available in a timely manner
Operating inserting equipment to ensure output is accurate and meets client expectations
Operating all peripheral equipment in the print/mail shop to ensure all product output is accurate and meets quality requirements
Verify jobs are produced in their entirety by comparing product to reports
Breaking down jobs by hand or machine and arranging for distribution of output
Arranging for distribution of output to subsequent processing functions or external points
Document and report all problems with machinery to shift supervisor to minimize downtime and notify vendors if required
Providing general support and assistance to other operators as needed to ensure jobs are produced in a timely manner
Perform standard maintenance on machines to ensure maximum uptime
Follow standard operating procedures
Maintain prompt communication with both coworkers and clients, delivering information clearly and respectfully
Maintain a clean work area and safe work area
Perform detailed review of input/output data for completeness and accuracy
Perform related duties as required
Preferred Qualifications
Basic knowledge of USPS requirements.
Ability to operate various mail service equipment.
Basic knowledge of the methods and techniques used in the operation, adjustment, and care of machines.
Ability to operate computer equipment.
Ability to uncover and report errors and correct them before distribution of output.
Ability to maintain accurate records.
Ability to make periodic reports on the status of work being performed.
Ability to work in a team setting.
Qualifications
First consideration will be given to those applicants that apply within the first 14 days.
Minimum entrance requirements: Applicants must have at least two years of full‑time, or equivalent part‑time, experience in electronic data processing work, with major duties including the operation of the console of a computer and/or peripheral devices used in support of computer operations, or any equivalent combination of the required experience and the substitutions below.
An Associate's degree or higher with a major in the field of data processing may be substituted for one year of the required experience.
A diploma for completion of a one‑year full‑time, or equivalent part‑time, program in a recognized non‑degree granting business or vocational/technical school above the high school level with a major in the field of data processing may be substituted for one year of the required experience.
An official transcript from a recognized business or technical/vocational school as evidence of completion of a program consisting of at least 650 hours of instruction in computer programming/operation may be substituted for one year of the required experience.
Graduation from the data processing course of a recognized vocational/technical high school may be substituted for one year of the required experience.
Education toward such a degree or diploma will be prorated on the basis of the proportion of the requirements actually completed.
Special Requirements: None.
Comprehensive Benefits
When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future.
Want the specifics? Explore our Employee Benefits and Rewards!
Equal Opportunity / Diversity Statement
An Equal Opportunity / Aff… (briefly keep the main statement) …
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self‑select out of opportunities if they don't meet 100 % of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
Contact
If you have Diversity, Aff… questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator: Ashley Pierce - ************.
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$49k-75k yearly est. 5d ago
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Private Bank, Private Equity Lending Associate (Boston, MA)
Citizens Bank 3.7
Finance service representative job in Boston, MA
The Private Bank, Private Equity Lending Associate (Fund Finance) will function as underwriter and portfolio manager of a commercial loan portfolio within the Private Bank's Boston office. The Lending Associate will focus primarily on private equity / venture capital fund finance transactions (including capital call lines of credit, management company financings, and general partner financings) with a willingness to occasionally handle C&I and CRE transactions. Private Equity Lending Associate should be experienced in credit analysis, loan structuring, legal documentation, credit policy, lending origination systems, and regulatory requirements involved in private equity / venture capital fund finance. The ideal candidate has strong attention to detail and is a clear communicator who excels at managing multiple priorities while working independently or as part of a team.
Primary responsibilities
Works closely with Relationship Manager and client to identify lending needs and solutions.
Serve as the client day-to-day contact for credit-related inquiries and requests.
Ability to interact with private equity/venture capital clients and understand operating models of client businesses
Underwrite credit approval packages for new credit product originations or renewals and modifications to existing credit facilities, including: capital call lines of credit / subscription facilities, revolving lines of credit to management companies, term loans to management companies, general partner loans to corporate borrowers, and standby letters of credit.
Performs analysis of client's financials to determine loan eligibility.
After Relationship Manager handoff, serves as main point of contact for all internal/external parties to lending transactions while keeping the RM updated.
Manages end-to-end loan process with clients and internal/external partners from inquiry through post-closing (e.g., presents loan requests to Credit Officer for approval, assists with closing coordination and any post-closing requests).
Manage the existing portfolio of credit facilities to ensure operations are in compliance with terms structured in credit agreements.
Proficient use of Moody's CreditLens or similar application to complete financial analysis and spreads. Analyze cash flow reports, calculate ratios, recognize and describe trends and identify recurring and non-recurring sources of cash flow.
Monitors pipeline to ensure loan workflow is efficient and meeting closing deadlines.
Maintains a high level of quality control for verifying accuracy of financial and loan documents.
Qualifications
3+ years of commercial credit analysis experience with private equity/venture capital (capital call lending, management company credit facilities).
BA/BS Degree required with concentration in business, finance and/or accounting preferred.
Strong decision-making, interpersonal and communication skills; including the ability to clearly understand and convey complex concepts, both written and verbal.
Excellent organizational and time-management skills, and high attention to detail and accuracy.
Self-motivated and self-disciplined, with the ability to work effectively with little supervision.
Willingness to focus primarily on fund finance transactions but also handle occasional C&I and CRE transactions. Experience across all three lending verticals is not essential - the Team will help the candidate get up to speed.
Advanced familiarity with Word, Excel, and PowerPoint.
Experience with Moody's CreditLens is a plus.
Hours & Work Schedule
Hours per Week: 40 (note: this is an exempt position and meeting deadlines requires flexibility in time management and additional hours)
Work Schedule: M-F
Location: 772 Boylston St., Boston, MA (4 days in office required; 1 day WFH)
Pay Transparency
The salary range for this position is $100,000 - $130,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, the text above has been intentionally summarized to reflect the original content and does not include a clickable link.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
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$100k-130k yearly 2d ago
Chief Disability & Refugee Services Officer
Medium 4.0
Finance service representative job in Boston, MA
A nonprofit organization in Boston is seeking a Vice President of Disability and Refugee Services to oversee program delivery. The role includes workforce development management, strategic planning, and team leadership. Ideal candidates possess a bachelor's degree, strong leadership qualities, and 7+ years in relevant services. Join a diverse team committed to empowering individuals and improving community services.
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A leading investment firm in Boston is seeking a Finance Senior Associate responsible for administering Private Equity Limited Partnerships. The ideal candidate should have 2-4 years of accounting experience, a preferred CPA, and strong project management skills. Responsibilities include quarterly reporting, valuations, and capital calls. The role offers a competitive salary between $95,000 and $110,000, along with potential bonuses and a comprehensive benefits package.
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$95k-110k yearly 4d ago
Finance Associate / Cost Accounting
Vatn Systems
Finance service representative job in Bristol, RI
About the Company
We're an innovative startup building the next generation of unmanned underwater vessels (UUVs) - autonomous systems designed to explore, protect, and operate beneath the ocean's surface. Our mission is to push the boundaries of marine technology, and we're looking for passionate people ready to grow with us.
As we scale production and expand operations, we're building out our finance function - and that's where you come in.
About the Role
As our Cost Accounting / Finance Associate, you'll be a key member of a small, agile finance team focused on building robust cost systems and financial processes from the ground up. You'll analyze production costs, partner with engineering and operations teams, and help us make smarter, data-driven decisions as we scale our manufacturing of cutting-edge marine systems.
This is a great opportunity for someone with a strong accounting foundation who wants to have real impact, learn fast, and grow with an emerging tech company.
What You'll Do
Build and maintain cost tracking systems for materials, labor, and overhead across UUV production and R&D programs.
Analyze manufacturing variances, identify cost drivers, and recommend efficiency improvements.
Partner with operations, supply chain, and engineering to ensure accurate cost allocation and reporting.
Support month-end close, accounting, reconciliations, and cost-of-goods-sold (COGS) reporting.
Assist with inventory valuation, BOM accuracy, Routings and cost roll-ups.
Contribute to financial models for pricing, proposals, and project forecasting.
Help design and implement scalable financial processes and ERP tools as the company grows.
Ensure compliance with internal controls and support audit preparation.
Support processes related to DCAA compliance and government contracting as the company expands into defense programs.
What You Bring
Education: Bachelor's degree in Accounting, Finance, or related field, Master or MBA preferred.
Experience: 3-5 years in cost accounting, finance or FP&A roles (preferably in a manufacturing, engineering, or hardware startup environment).
Preferred: CPA certification (or working toward it) and familiarity with DCAA compliance including FAR/CAS rules a plus.
Technical Skills:
Strong knowledge of cost accounting principles and GAAP.
Advanced Excel / Google Sheets skills (pivot tables, lookups, data modeling).
Experience with ERP systems (NetSuite, SAP, Microsoft Dynamics or similar).
Strong understanding of manufacturing processes, BOMs, Routings and inventory control.
Soft Skills:
Entrepreneurial mindset and eagerness to build from the ground up.
Analytical, detail-oriented, and comfortable in a fast-moving environment.
Excellent communication and collaboration skills across technical and non-technical teams.
Why Join Us
Be part of a pioneering team in autonomous marine technology.
Help shape the finance and cost accounting systems for a growing startup.
Career growth opportunities as we scale - potential to move into senior finance or operations roles.
A mission-driven, innovative culture that values initiative, curiosity, and collaboration.
Compensation package
Compensation: Base, equity, bonus, employee benefits, 401k, Unlimited PTO
Equal Opportunity Statement
Vatn is an equal opportunity employer, and we welcome candidates from all backgrounds to apply. We look forward to reviewing your application and potentially having you join our team in shaping the future of autonomous underwater exploration.
$47k-84k yearly est. 4d ago
Customer Service Representative
Medicare Joe
Finance service representative job in Lincoln, RI
Rate: $21 per hour to $23 per hour upon completion of training (60 days)
Schedule: 8:30AM-5PM
Who We're Looking For
We are looking for dependable, detail-oriented individuals who want to be part of a growing, mission-driven team. As a member of our Customer Service Team, you'll work in a supportive, positive culture surrounded by people who care about doing great work and helping others.
We are interested in candidates who demonstrate motivation, ownership, and a willingness to grow in their role-not someone just looking to clock in and out. If you're ready to contribute to a company that values performance, learning, and team collaboration, this may be the opportunity for you.
Position Summary
As a Customer ServiceRepresentative at Medicare Joe , you'll be the first point of contact for our clients-providing high-quality service and support as they navigate their Medicare coverage. You'll begin as a Customer Service Trainee, mastering the basics of Medicare support, tools, and communication. Upon successful completion of your training, you'll advance into the Advisor role where you'll handle more complex service needs and provide internal support to our sales team.
This is a full-time, onsite role that plays a vital part in client satisfaction, internal coordination, and our day-to-day operations.
About Medicare Joe
We are Medicare Joe , one of the fastest-growing insurance agencies in the country. We provide expert Medicare education and guidance to seniors, helping them select the health plan that best fits their needs. We are growing by the day, and our mission is to simplify the Medicare process and serve every client with clarity, compassion, and integrity.
We are resourceful and results-driven in our pursuit to see every team member reach their personal, professional, and financial goals through the work we do together. Our core values are the backbone of our business and guide our hiring process: we are accountable, team-oriented, and act with integrity.
We Provide:
Hands-on training and development for the Medicare space
Clear promotion track from Trainee to Advisor within 60-90 days
Structured support from managers and senior team members
Opportunities for long-term growth in operations, licensing, or leadership
A professional yet fun and collaborative work environment
Performance Objectives
Learn and apply basic Medicare knowledge
Complete our 60-day onboarding and training curriculum
Handle 20-40 calls and texts/day with professionalism
Complete 20-30 daily client service tasks and follow-ups
Answer Medicare-related questions with confidence and clarity
Support agents by prepping clients for transfers and resolving escalated issues
Handle claim and carrier concerns with efficiency and ownership
Use internal systems (CRM, GHL) to manage all client documentation
Take full ownership of your customer interactions and tasks by end of day
Collaborate with leadership to resolve client issues
Participate in feedback sessions and ongoing coaching
Key Competencies
Professional, friendly communication-both written and verbal
Organized and efficient with daily task management
Comfortable using Google Workspace (Docs, Sheets, Drive) and Microsoft Office (Word, Excel, Outlook) for communication and documentation
Strong problem-solving skills and ability to take initiative
Willingness to learn and grow through coaching
Ability to manage high volume and multitask under pressure
Detail-oriented and accurate with documentation
Team player with a positive attitude
Committed to delivering a high standard of service
Education & Experience
Bachelor's degree (preferred)
1+ year in customer service, admin, or healthcare support roles
Experience with CRM tools or inbound call handling is a plus
Must be comfortable working in a fast-paced, collaborative office
Physical Requirements
Prolonged periods sitting at a desk, using a computer and phone
Must be able to communicate clearly over the phone and in person
Onsite presence required in our Lincoln, RI office (this is not a remote role)
Benefits
401(k) with company match
Paid vacation time (2 weeks after 3 months of employment)
Paid holidays
Paid professional training & development
Paid continuing education for compliance and licensing
Company and individual performance incentives
$21-23 hourly 1d ago
Blood Bank Specialist in Massachusetts (SBB Required)
K.A. Recruiting, Inc.
Finance service representative job in Bridgewater, MA
Looking for a new Blood Bank Med Tech job? My name is Leah and I'm a healthcare recruiter, I'm here to help! I have a Blood Bank Specialist role available near Bridgewater, Massachusetts! Details - Full-time and permanent - Shift: Days - Opportunities for growth
- Full, comprehensive benefits package (PTO, health insurance, life insurance, 401k, etc)
Requirements
- College degree
- ASCP cert (SBB)
- Prior experience, including blood bank
Click apply or email your resume to leah@ka-recruiting.com/call or text 617-746-2751! You can also schedule a time to chat here -https://calendly.com/leahkarecruiting/10min.
REF#LM4245
$34k-54k yearly est. 7d ago
Customer Service Representative
The Judge Group 4.7
Finance service representative job in Waltham, MA
Title: Customer ServiceRepresentative I
Duration: 03 Months
About the Role:
This position is designed for enthusiastic, detail-oriented individuals who thrive in a fast-paced environment and are passionate about supporting families. We are seeking candidates excited to focus on assisting parents and families throughout their overall experience with our products and services.
The role requires a commitment to meeting key performance indicators (KPIs), adhering to outreach protocols, and delivering an exceptional customer experience. This is a great opportunity for individuals looking to build a career in the biotech sector with an organization that offers excellent training programs and growth opportunities.
Responsibilities:
Achieve daily, weekly, and monthly goals.
Comply with assigned schedules, assignments, and productivity metrics.
Promptly, efficiently, and accurately contact existing customer or lead database.
Assure the quality, integrity, and accuracy of client information.
Master product information for accurate dissemination to customers.
Comply with standard operating procedures and instructions within a quality management system.
Assist customers and medical professionals throughout the birthing process and delivery lifecycle of ViaCord's service.
Successfully resolve customer challenges.
Handle escalated customer issues as needed.
Build and maintain strong customer relationships.
Promote an open communication model and a positive teamwork environment.
Partner with Customer Service Management to assist with new-hire training, as needed.
Participate in continuous improvement projects within the department.
Participate in cross-functional improvement initiatives
Qualifications:
Exceptional communication and organizational skills.
Proven ability to meet and exceed KPIs and outreach protocols.
Strong attention to detail, especially in recordkeeping and compliance.
Previous experience in customer service, sales, or biotech preferred.
Proficiency in CRM tools and database management.
2+ years of service or relevant experience preferred
Education:
Bachelor's Degree, preferred
Newton, Massachusetts;Dedham, Massachusetts; Quincy, Massachusetts
**To proceed with your application, you must be at least 18 years of age.**
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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.
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financialservices and knowledge of financialservices industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
_It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._
**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.
$31k-39k yearly est. 4d ago
Legal Associate - Financial Services
Daley and Associates, LLC 4.5
Finance service representative job in Boston, MA
Legal Associate (Contracting & Documentation) We are currently seeking candidates for a Legal Associate role with a well-established asset management firm located in Boston, MA. This role sits within the Legal & Compliance organization and supports the firm's Client Platform, with a primary focus on contracting and documentation. The Legal Associate will be responsible for drafting, reviewing, and negotiating a range of client-facing agreements while also supporting process improvement and legal technology initiatives, including AI-enabled solutions. The ideal candidate will have 4-5+ years of experience in a legal or contracting role within the financialservices industry.
This is a 6-month contract position paying between $42-$48/hour (depending on experience). This role supports a hybrid work model of four days per week onsite, one day remote in Boston, MA.
Responsibilities:
• Assist with contracting and documentation supporting the Client Platform, including drafting, reviewing, and negotiating investment management agreements, amendments, ancillary documentation, RFPs, and non-disclosure agreements.
• Serve as a primary point of contact for the Advisory Legal team, as well as business development and relationship management professionals.
• Collaborate with other members of the Legal team in connection with complex contracting and documentation matters.
• Support resolution of complex documentation issues and assist in establishing controls and processes where required.
• Contribute to the development and implementation of technology solutions related to the contracting process, including AI tools and Microsoft Power Apps.
• Participate in the ongoing development and improvement of legal processes, design, and operational efficiency.
• Provide additional legal and documentation support as needed.
Qualifications:
• Bachelor's degree in Legal Studies or a related field required.
• 4-5+ years of paralegal experience required; senior paralegals or junior lawyers strongly preferred.
• Must have experience within the financialservices industry; asset management experience is highly preferred.
• Prior experience in a legal or contracting function at an asset manager, financial institution, or large corporate organization.
• Hands-on experience negotiating contracts, including NDAs and exposure to RFPs.
• Strong interest in legal technology, process design, and operational improvement initiatives.
• Excellent written and verbal communication skills, with the ability to distill and communicate complex legal concepts clearly.
• Strong business judgement, collaboration skills, and a pragmatic, risk-aware approach to contracting.
• Ability to work independently while also contributing effectively within a team environment.
• Language skills are a plus but not required.
For immediate consideration, interested and qualified candidates should send their resume to Jackson at ********************.
IND123
OH HEY THERE! WE'RE HIRING!
Territory Eyewear Representative - Massachusetts, Rhode Island, New Hampshire
Independent 1099 Contractor | Commission-Based | Freedom Meets Opportunity
Are you ready to represent some of the most exciting independent eyewear brands in the industry? We're looking for a passionate, competitive, and self-motivated Territory Eyewear Representative to grow our presence across New England.
At OGI Eyewear, we believe in
Independence for Independents
. As a founding member of The Optical Foundry, we've proudly championed boutique luxury eyewear for more than 25 years. Our expanding portfolio, now including Article One and SCOJO NYC 212, brings together craftsmanship, creativity, and authenticity for independent optical retailers and distributors worldwide.
Now, we're looking for a dynamic sales professional who shares our spirit, someone who thrives on connecting with people, building genuine relationships, and driving growth through storytelling and style.
What You'll Do
Develop and nurture relationships with independent optical retailers in your territory.
Create and execute innovative sales strategies that make an impact.
Generate and follow up on leads, always hunting for new opportunities.
Forecast and meet (or exceed!) your sales targets with confidence.
Be the face of The Optical Foundry in your region, showcasing our brands with pride and passion.
What We're Looking For
Proven success in sales with a record of exceeding goals.
A self-starter who's motivated, personable, and fearless in the field.
Excellent communication and negotiation skills; you know how to connect and close.
Comfortable traveling within and beyond your assigned territory.
Tech-savvy (iOS proficiency a plus).
Based in the U.S.
Why Join Us
You'll represent brands that
stand for something
: craftsmanship, creativity, and independence. You'll also have the support of a passionate in-house team based in Minneapolis, MN, who share your drive to see customers succeed.
This is more than a sales role, it's an opportunity to build lasting relationships, represent brands that matter, and help shape the future of independent eyewear. If that sounds like your kind of challenge, we'd love to hear from you.
This 1099 Independent Contractor position is based on an attractive commission structure. For further information or to apply, please email The Optical Foundry Chief Sales Officer Cynthia McWilliams *********************************.
Founded in 2002, The Optical Foundry is a collective of eight independent eyewear brands and Sayduck virtual try-on technology. Built on the motto Independence for Independents, the company empowers optical professionals with quality products, innovative tools, and steadfast support. The Optical Foundry offers optical shops and independent Opticians more choice and freedom by carrying eight unique eyewear collections: OGI, Red Rose by OGI, OGI Kids, Seraphin, Seraphin Shimmer, Article One Eyewear, SCOJO NYC 212, and SCOJO New York. By emphasizing innovation, originality, quality and value, The Optical Foundry has refined its vision to earn worldwide recognition. The Optical Foundry consistently releases new products: exclusive, trend-setting, and handcrafted luxury eyewear, and develops the hottest trends in the eyewear industry. Learn more at theopticalfoundry.com
$55k-102k yearly est. 1d ago
Equities Quant Trader
Man Group 4.6
Finance service representative job in Boston, MA
Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent.
Headquartered in London, we manage $213.9 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at ***********
* As at 30 September 2025
Purpose of the role
As Quantitative Trader, you will help manage our systematic quantitative strategies and develop a best-in-class trading platform for the firm. You will be part of a multi asset systematic trading team with a focus on trading Equities. Responsibility will be primarily on that of the US, Canada and Latin America markets.
Specific responsibilities
Trading of US / Canadian / Latam (cash equities, futures, FX, options)
Member of Boston based Electronic Markets Trading Team responsible for systematic trading strategies for all US / Canada / Latam markets
Contribute to improvements across signal development, portfolio construction, risk management and trading
Drive development of our trading platform, infrastructure and technology
Use qualitative and quantitative analysis to improve performance of our systematic strategies
Monitor live trading and respond to changing market conditions when necessary
Develop and maintain relationships with our counterparties
Determine appropriateness of execution venues for various trades
Assist in various proprietary algorithm enhancements and algo experimentations
Key competencies
3-5 years of equity quant trading experience
Systematic trading of FX, Futures, Options experience also considered
Detailed understanding of Americas market microstructure (Developed & EM)
Expertise in a high-level programming language such as Python or R
Technical skills related to trading / order routing / transaction cost analysis
Ability to multitask in sometimes stressful environment
Excellent written and verbal communication skills
Analytical mindset
Bachelor's degree required in Computer Science, Statistics, Engineering, or related quantitative field
The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time.
US Pay Range$150,000-$180,000 USD
Inclusion, Work-Life Balance and Benefits at Man Group
You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at ***********/diversity.
You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering.
Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance.
Equal Employment Opportunity Policy
Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws.
Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact *************************.
$150k-180k yearly Auto-Apply 60d+ ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Finance service representative job in Boston, MA
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$110k-200k yearly Auto-Apply 53d ago
Cramer Future Opportunities
Cramer 4.4
Finance service representative job in Norwood, MA
Are you interested in joining the team at Cramer?
While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community.
If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out.
What types of opportunities can we offer?
Account Services
Business Development
Marketing
Event Production
Creative Direction
Brand Strategy
Content Writing/Copywriting
Project Management
Operations
Video Production
Technical Direction
Warehouse Assistant/Broadcast Technician
In the meantime, keep up with us on LinkedIn and Instagram
Benefits
Cramer's Hiring Philosophy
We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status.
We encourage you to apply and show us who you are and what you can do!
$74k-122k yearly est. Auto-Apply 60d+ ago
Banking Associate - 20 hours - Wellesley, MA
TD Bank 4.5
Finance service representative job in Wellesley, MA
Wellesley, Massachusetts, United States of America **Hours:** 20 **Pay Details:** $23.75 - $31.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
**Depth & Scope:**
+ Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
+ Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
+ Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
+ Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
+ Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
+ Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
+ Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
**Education & Experience:**
+ High school diploma or GED
+ 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
+ Demonstrated Customer Service skills preferred
+ Ability to work during operating hours to include evenings, weekends and holidays as scheduled
+ Teller experience preferred
+ Required to complete Teller training and part 1 of platform training upon hire
+ Strong organization skills to handle multiple tasks in a fast-paced environment
+ Excellent communication skills with ability to be concise, clear and consistent
+ Demonstrated effective problem-solving skills
+ Demonstrated ability to schedule and prioritize work
+ Demonstrated ability to work independently and within deadlines
+ Sound judgment in decision making and problem solving
+ Proficient in Microsoft Office
+ Notary License preferred
**Customer Accountabilities:**
+ Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
+ Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
+ Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
+ Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
+ Understands and supports the Bank's customer service strategy
+ Considers the impact of decisions on the well-being of TD, its customers and stakeholders
+ Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
+ Ensures tasks are performed within established policy and procedures
+ Successfully completes all required job specific, compliance-related training
+ Understands, utilizes and follows compliance/risk and control programs
+ Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
+ Is knowledgeable of and complies with TD Code of Conduct
**Shareholder Accountabilities:**
+ Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
+ Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
+ Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
+ Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
+ Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
+ Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
+ Follows policy and procedure for Customer Authentication
+ Acts as Dual Control agent when required
+ Follows all required open/close procedures
**Employee/Team Accountabilities:**
+ Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
+ the team
+ Be an active participant in personal performance and development activities
+ Acts as a brand champion both internally and externally
+ Collaborates with team members in contributing to the success of the team and organization
+ Partners as a team player
+ Actively seeks opportunities to improve delivery of work with high attention to quality standards
+ Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
+ Positively embraces change
+ Adheres and participates in TD's Shared Commitments
+ Models quality service at every Customer interaction
+ Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
+ May train and act as a mentor to newer colleagues
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in 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.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$23.8-31 hourly 60d+ ago
Fund Finance Associate - Private Equity Lending
Citizens Bank 3.7
Finance service representative job in Boston, MA
A major financial institution in Boston is seeking a Private Equity Lending Associate. The role involves underwriting and managing a commercial loan portfolio, primarily focusing on fund finance transactions while also handling C&I and CRE transactions. Candidates should possess over three years of experience in credit analysis and strong communication skills. A bachelor's degree is required. The position provides a competitive salary and benefits package including bonus opportunities and comprehensive insurance coverage.
#J-18808-Ljbffr
$61k-86k yearly est. 2d ago
Blood Bank Specialist in Massachusetts
K.A. Recruiting, Inc.
Finance service representative job in Avon, MA
I'm hiring for a Blood Bank Specialist in Masschusetts! Under the direction of the supervisor, the Blood Bank Specialist coordinates the operation of the blood bank section of the Clinical Laboratory. Duties include but are not limited to: selection, orientation and training of staff, quality control activities, quality improvement activities and the capability to perform all testing of donors and patients.
Location: Near Avon, MA
Type: Full-time and permanent
Shift: Days, 7a-3:30p
Requirements: College degree; ASCP cert; prior experience, including blood bank
Pay: Discussed during interview!
Benefits: 401k; health, dental, and life insurance; PTO, etc.
Offering
My clients are offering a competitive compensation and benefits package (PTO, health insurance, etc.), with potential for sign-on bonus and/or relocation assistance! There are many opportunities for growth with this company.
To apply, email your resume to leah@ka-recruiting.com/call or text 617-746-2751! You can also schedule a time to chat here - https://calendly.com/leahkarecruiting/10min .
REF#LM7742
Blood Bank Specialist, Blood Bank Medical Technologist, Blood Bank Medical Laboratory Scientist, Blood Bank, Blood Bank Med Tech, Blood Bank MLS, Blood Bank MT
Massachusetts, Avon, Randolph, Abington, Bridgewater, Stoughton, Canton, Easton, Raynham, Braintree, Rockland, Hanover, Taunton, Middleborough
$34k-54k yearly est. 7d ago
Relationship Banker - Quincy - Newton Market
Bank of America 4.7
Finance service representative job in Newton, MA
Newton, Massachusetts;Dedham, Massachusetts; Quincy, Massachusetts
**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.
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financialservices and knowledge of financialservices industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
_It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._
**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.
$31k-39k yearly est. 4d ago
Cramer Future Opportunities
Cramer 4.4
Finance service representative job in Norwood, MA
Job Description
Are you interested in joining the team at Cramer?
While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community.
If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out.
What types of opportunities can we offer?
Account Services
Business Development
Marketing
Event Production
Creative Direction
Brand Strategy
Content Writing/Copywriting
Project Management
Operations
Video Production
Technical Direction
Warehouse Assistant/Broadcast Technician
In the meantime, keep up with us on LinkedIn and Instagram
Benefits
Cramer's Hiring Philosophy
We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status.
We encourage you to apply and show us who you are and what you can do!
$74k-122k yearly est. 19d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Fall River, MA?
The average finance service representative in Fall River, MA earns between $19,000 and $64,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Fall River, MA