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Finance service representative jobs in Franklin, NJ

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  • Proprietary Equity Trader

    T3 Trading Group 3.7company rating

    Finance service representative job in Westfield, NJ

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $77k-138k yearly est. Easy Apply 60d+ ago
  • iGaming Digital Marketing Customer Service Representative

    Resorts World NYC 3.7company rating

    Finance service representative job in New Brunswick, NJ

    Key Responsibilities Deliver top-tier customer service across all support channels, maintaining service excellence and meeting defined SLAs. Resolve player complaints and escalate unresolved issues as needed. Assist players with a wide range of needs, including account access, payments, promotions, technical troubleshooting, and all other aspects of the player experience. Assist customers with game-related inquiries, helping them understand the rules, strategies, and features of various online casino games. Monitor and implement anti-fraud measures to protect both the company and its customers. Stay updated on company products, policies, and promotions to provide accurate information. Ensure adherence to security protocols and gaming regulations. Gather and relay player feedback to support continuous improvement. Maintain clear and accurate records of customer interactions. Collaborate with internal teams to enhance overall customer experience Qualifications 1-2 years of customer support or service experience, preferably in iGaming or a regulated industry. Must currently reside in New Jersey and perform all work duties within the state Strong communication, adaptability, and problem-solving skills. Team player with a positive attitude, willingness to collaborate with colleagues, and a strong commitment to continuous learning and professional growth. Fluency in English, both written and spoken, is required; proficiency in additional languages is considered a strong asset. Ability to work rotating shifts, including nights, weekends, and holidays. Ability to work effectively in a remote environment with reliable internet access and a professional, distraction-free workspace. Detail-oriented with a commitment to maintaining service standards and compliance. Comfortable in a remote model with flexibility for training and team events. Position may involve occasional lifting/moving of items up to 25-50 lbs. Why Join RW BET New Jersey LLC Opportunity to play a key role in the growth of a rapidly expanding online and mobile gaming platform. Collaborative team culture with exposure to operations, compliance, and player engagement. Remote/Hybrid flexibility with the chance to participate in launches and industry events. Competitive compensation and benefits package. Salary: $52,500 - $59,000
    $52.5k-59k yearly 27d ago
  • Customer Service Representative

    Enlightened Inc. 4.1company rating

    Finance service representative job in Hamilton, NJ

    We are in search of Customer Service Representatives (CSR) to handle inbound calls for our fast-paced customer care center. While speaking with the Customer on the phone, CSR's will address and research customer inquiries and provide appropriate and accurate information. This is an excellent opportunity for you to showcase efficient utilization of various software applications, including internal and external websites, telephone systems, CRM applications and other resources. The CSR will enter applicable supporting information into systems and web forms on an application via computer. All transactions must be conducted accurately, courteously, and in a timely manner. Bilingual candidates and recent graduates are strongly encouraged to apply! Key Tasks: Inbound Call Center - The Agent is responsible for responding to telephone inquiries and concerns using approved procedures and guidelines while ensuring quality and integrity of the call. Answers questions on various issues such as child support payments history and account histories. Resets Personal identification of callers unable to self-serve in the Interactive Voice Response system. Gathers information, research/resolve inquiries and appropriately documents customer calls. Ability to read and interpret documents on file. Understand and retain a large amount of information. Associate should have the skills to answer and respond professionally to escalate calls, should they arise. Communicates appropriate options for resolution in a timely manner Review's the customer needs and informs customers of services and resources available to them. Maintains adherence (attendance, punctuality, use of AUX time). Maintain and adhere to Client Guidelines regarding Confidentiality of the cases and documents reviewed. All other duties as assigned Qualifications and Skills High School diploma. Bilingual a Plus A minimum of 1 year call center experience in telephone customer service or related experience Display a positive attitude while meeting or exceeding the demands of a given situation, task, or performance standard. Excellent communication and listening skills Computer literacy and ability to use multiple programs Attention to detail and problem solving Typing Minimum of 35 WPM Job Type: Temp to Perm Pay: $16/hr Schedule: Monday to Friday 8am - 5pm Work Location: Onsite Office Location - 100 American Metro Blvd. Suite 101 Hamilton, NJ 08619 - All CSRs must be within a reasonable commuting distance of the office. Remote / WFH Available after CSR Training: CSR Training - Initial CSR training will be conducted on-site at the office location in Hamilton, NJ. No exceptions. WHY ENLIGHTENED? We provide a work environment that is positive, challenging, and that supports employees' commitment to their communities. As an organization, we are dedicated to continual improvement and growth. We empower all employees to apply their unique background and expertise to serve our clients. Enlightened, Inc. is firmly committed to treating all employees, customers, and partners with fairness, dignity, and equality. This includes providing an equal opportunity work environment. We do not discriminate nor tolerate discrimination in any form to include discrimination or harassment based on age, sex, sexual orientation, ethnicity, culture, religion, disability, or financial status.
    $16 hourly Auto-Apply 60d+ ago
  • Part Time Associate Banker Middlesex Somerset (30 hours)

    Chase 4.4company rating

    Finance service representative job in Scotch Plains, NJ

    We have a passion 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 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 Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements 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 Assists clients and the branch team by helping with new account openings when needed 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 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
    $65k-136k yearly est. Auto-Apply 60d+ ago
  • Trader

    Energy Transfer 4.7company rating

    Finance service representative job in Newtown, PA

    Sunoco LP is a leading energy infrastructure and fuel distribution master limited partnership operating across 47 U.S. states, Puerto Rico, Europe, and Mexico. The Partnership's midstream operations include an extensive network of approximately 9,500 miles of pipeline and over 100 terminals. This critical infrastructure complements the Partnership's fuel distribution operations, which serve approximately 10,000 convenience stores, independent dealers, commercial customers, and distributors. At Sunoco, we take great pride in what we do and wholeheartedly believe our employees drive success for our company and our customers. We are always looking for the best and brightest talent and we are committed to making your job a challenging and rewarding experience. Job Summary: Trades in both physical clean products and financial commodities in the domestic and international trading markets. Physical products include gasoline, diesel, heating oil, renewable fuels and RINS. Core Responsibilities: * Physical trading activity, both spot and term, is in pursuit of both optimal system supply and trading profits. * Develops trading strategies, initiates and manages physical and financial positions for profit, focuses on supply portfolio, manages price exposure for system and trading positions and proposes relevant risk management and hedging strategies. * Accountable for optimization of supply for retail system requirements and for book trading positions profit/loss. * Collaborates with commercial operations to manage physical inventories consistent with supply requirements and financial market structure. Represents the company externally and requires an extensive network of 3rd party contacts. * Seeks out and identifies trading opportunities. Embeds optionality to reduce exposure in trading positions and trade books, interprets financial information, integrates information from a variety of sources, detects trends, associations, and cause/effect outcomes. * Negotiates contracts both short and long-term. Builds relationships, manages third parties and internal relationships, develops contacts and gathers relevant market information. * Participates in setting strategic plan for supply & trading team and provides leadership role to other commercial functions. Required Skills (External) * BS degree in Finance/Business/Engineering or other related discipline * 2-5 years total experience in energy industry with at least 2 years prior trading experience in domestic physical clean products market(s) * Excellent analytical, communication, and interpersonal skills * Proven negotiation skills Preferred Skills * Prior trading experience in financial markets (futures, spreads, options, swaps, etc.) * Physical clean products trading experience in Chicago, NYH and/or USGC markets * Understanding of refined products logistics assets in the U.S. (pipelines/terminals) * Experience using Right Angle
    $57k-95k yearly est. 60d+ ago
  • Trader, ABS & CLO

    Lord Abbett 4.9company rating

    Finance service representative job in Jersey City, NJ

    The Role Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money. Over the course of our history, we've earned a sterling reputation for our leadership, influence, and innovation in the asset management industry. Today, our independent perspective, our commitment to active management, and our intelligent product design continue to make us relevant to individual and institutional investors. From the very beginning, we've recognized that our people are our greatest asset. As an investment-led, investor-focused firm, we value intellectual curiosity, teamwork, and collaboration across the organization. We're looking for people with a keen interest in working for a trusted leader in the asset management industry, a desire to expand their knowledge, and a passion for delivering a client experience that exceeds expectations. Now that you know our history, are you ready to be part of our future? Job Overview: Lord Abbett is seeking an experienced securitized products professional to join our Specialty Finance team. The ideal candidate will have at least 7 years of experience in securitized products trading, with a focus on the ABS and CLO markets. This role will involve obtaining best execution on buy and sale activity across a wide range of spread products within specialty finance, exercising sound judgement negotiating with longstanding firm counterparties, building and maintaining strong relationships and access to liquidity, and maintaining a strong awareness of our investment portfolios. We'll trust you to: Trade Execution: Fulfill our fiduciary responsibility to strive for best execution on all transactions Portfolio Analysis: Produce and monitor risk and liquidity across various metrics for our specialty finance portfolios Market Analysis: Evaluate the current market landscape including technical market trends, fundamental market trends and notably liquidity themes Idea Generation: Track and articulate relative value across asset classes, sub-sectors as well as in both the primary and secondary markets Portfolio & Risk Management: Identify investment opportunities and recommend investment ideas to portfolio management teams Hedging: Familiarity with hedging products related to credit, interest rates and currency Counterparty Engagement: Build and maintain relationships with banks, broker-dealers, issuers and other market participants to enhance market access and trade execution Reporting and Documentation: Ensure that all trades are entered and logged into internal systems, support compliance and audit processes, contribute to performance attribution Data Innovation: Capture trade data in a systematic fashion, work with PMs, analysts and developers to enhance trading datasets You'll need to have: 7+ years of trading experience in securitized products with a deep understanding of ABS and CLO markets Exhibits the values of transparency, collaboration, responsibility and communication Ability to work in a fast-paced environment Ability to make quick, yet well thought out decisions Proficiency in Bloomberg, Kanerai, Intex, Valitana, etc. Proficiency in Excel, Powerpoint Bachelor's Degree required, CFA or MBA is a plus Why Lord Abbett? Lord Abbett is a leading global independent, privately held investment management company. We are active managers and invest where we believe we have a repeatable edge and can deliver alpha for our clients. Our vision is to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility. This inspires the three pillars of our culture. Principles-Based - We empower our leaders to create an environment of trust. Performance-Oriented - We inspire our people to embody our values, excellence, responsibility, transparency & collaboration. Purpose-Driven - We instill a passion for always putting our clients' interests first. We were honored to be ranked #1 in Barron's Best Fund Families for 2024 and to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years. Compensation Information: Annual base salary for this role is $175,000 - $200,000. Salary is estimated for this role. Actual pay may be different. Discretionary Bonus: Role may be eligible to receive an annual discretionary bonus. Discretionary bonuses are determined by several factors including, but not limited to, firm, team, and individual performance. Benefits: Lord Abbett is committed to offering a competitive total rewards package to all eligible employees. Offerings include competitive total compensation, retirement plans, competitive health and well-being plans. To learn more about what we offer, please visit Careers | Lord Abbett Lord Abbett is an equal employment opportunity employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to the following legally protected characteristics: race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military/veteran status, or any other characteristic protected by local, state or federal law. All employment decisions at Lord Abbett are based solely on the applicant's relevant experience, skills and qualifications. Important notice to Search Firms - Please Read Carefully Without prior written agreement, Lord Abbett does not accept unsolicited submissions from employment agencies, search firms, placement services, or any similar provider (“Search Firms”) for employment opportunities. All candidates submitted by Search Firms to any employee or partner at our company without a written Search Firm agreement in place will be deemed the sole property of our company. In such circumstances, no fee, commission, or other compensation will be paid to such Search Firm in the event a candidate is hired by our company. To the extent a Search Firm has a written agreement in place, all introductions are position specific and should be directed to HR or the hiring manager, so we kindly request no unsolicited phone calls or emails.
    $175k-200k yearly Auto-Apply 47d ago
  • Banking Associate - Morris Plains(20 hrs) - Bilingual Preferred (Spanish)

    TDI 4.1company rating

    Finance service representative job in Morris Plains, NJ

    Hours: 20 Pay Details: 23.75 - 31.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. Depth & Scope: Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization Education & Experience: High school diploma or GED 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred Demonstrated Customer Service skills preferred Ability to work during operating hours to include evenings, weekends and holidays as scheduled Teller experience preferred Required to complete Teller training and part 1 of platform training upon hire Strong organization skills to handle multiple tasks in a fast-paced environment Excellent communication skills with ability to be concise, clear and consistent Demonstrated effective problem-solving skills Demonstrated ability to schedule and prioritize work Demonstrated ability to work independently and within deadlines Sound judgment in decision making and problem solving Proficient in Microsoft Office Notary License preferred Customer Accountabilities: Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert Understands and supports the Bank's customer service strategy Considers the impact of decisions on the well-being of TD, its customers and stakeholders Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers Ensures tasks are performed within established policy and procedures Successfully completes all required job specific, compliance-related training Understands, utilizes and follows compliance/risk and control programs Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans Is knowledgeable of and complies with TD Code of Conduct Shareholder Accountabilities: Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer Accurately processes cash/deposit/withdrawal transactions and other account servicing requests Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR Follows policy and procedure for Customer Authentication Acts as Dual Control agent when required Follows all required open/close procedures Employee/Team Accountabilities: Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team Be an active participant in personal performance and development activities Acts as a brand champion both internally and externally Collaborates with team members in contributing to the success of the team and organization Partners as a team player Actively seeks opportunities to improve delivery of work with high attention to quality standards Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills Positively embraces change Adheres and participates in TD's Shared Commitments Models quality service at every Customer interaction Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience May train and act as a mentor to newer colleagues Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Frequent Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Frequent Standing - Frequent Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $44k-95k yearly est. Auto-Apply 6d ago
  • Student Financial Services Representative

    Cairn University 3.2company rating

    Finance service representative job in Langhorne, PA

    Student Financial Services Student Financial Services Representative Department Purpose The Student Financial Services (SFS) department supports Cairn University's mission by providing caring, accurate, and responsive financial guidance to current and prospective students. SFS helps students and families navigate the cost of higher education through the integration of financial aid and student account services, promoting both access and stewardship. Position Summary The Student Financial Services Representative is a cross-functional, student-facing position responsible for assisting students and families with both financial aid and student account matters. This includes advising on financial aid eligibility and processing, managing account transactions, and providing guidance on payment responsibilities and options. In addition to student-facing tasks, the role will be responsible for a collection of logistical tasks to related to data entry and maintenance, financial aid packaging, billing, and communication. SFS Representatives are expected to be cross-trained in both financial aid and student accounts functions, while taking primary responsibility for certain tasks based on strengths and departmental needs. The role is critical to delivering excellent customer service and ensuring regulatory compliance, data accuracy, and coordinated communication. Essential Duties and Responsibilities Customer Service & Communication * Serve as a primary point of contact for students and families via phone, email, and in-person interactions. * Provide clear guidance on financial aid processes, tuition billing, payment options, and account balances. * Contribute to the execution of the Student Financial Services communication plan across all mediums. * Present financial information at campus events and orientations as needed. Financial Aid Administration * Accept tasks delegated and adhere to guidelines and strategies provided by the Financial Aid Manager. * Process federal, state, and institutional financial aid, including packaging, verification, and corrections. * Certify student loan applications, conduct loan entrance/exit counseling, and monitor enrollment status. * Coordinate with the Business Services office on disbursement of aid and loan funds. * Support awarding and tracking of institutional scholarships and state grants. * Collaborate with Admissions to encourage FAFSA completion and provide financial aid during recruitment. Student Accounts Administration * Maintain accurate student accounts receivable records and post transactions. * Advise students on billing procedures, payment plans, and financial policies. * Assist with daily cashiering functions, cash sheet reconciliation, and reporting of account activity. * Coordinate tuition remission and ensure accurate billing in conjunction with Financial Aid and the Registrar. * Collaborate with collection agencies and assist with past-due accounts as needed. Administrative & Cross-Functional Duties * Participate in departmental planning meetings and training for new or updated procedures. * Contribute to the development and maintenance of financial services policies and documentation. * Provide support for internal reporting and regulatory compliance. * Assist with process improvement initiatives and student service enhancements. * Serve in a front desk rotation to receive walk-in guests and payments. Skills and Abilities * Strong interpersonal and communication skills (verbal and written). * Commitment to excellent customer service and student care. * Proficiency in Microsoft Office and familiarity with student information systems (PowerCampus, PowerFAIDS preferred). * Ability to manage multiple priorities and work collaboratively across functions. * Analytical and problem-solving abilities. * Comfort with public speaking and presenting to groups. Required Education and Experience * Bachelor's degree or equivalent combination of education and experience * One to three years of experience in administrative, customer service, customer accounts, financial aid, or other related positions. Hours of Work Core office hours are Monday through Friday, 8:00 am to 4:30 pm. The position requires varied schedules including evening and weekend hours. Hours may vary throughout the year based on the academic schedule. Serving at Cairn University Located in Langhorne, Bucks County, Pennsylvania, Cairn University exists to educate students to serve Christ in the church, society, and the world as biblically minded, well-educated and professionally competent men and women of character. Students earn bachelor's degrees in various areas including Bible, Education, Music, and Business Administration; and graduate degrees in Business, Divinity, Education, Organizational Leadership, Worship and Music, and Counseling. Cairn is a conservative evangelical institution within the protestant tradition that employs faculty and staff who profess Jesus Christ as personal Savior; agree to Cairn's Statement of Faith and Community Life Covenant; and serve students in a ministerial capacity through imparting and upholding biblical instruction, prayer, and mentoring. Members of the faculty are required to integrate biblical instruction in their respective professional subject areas. All members of the Cairn community are obligated to affirm, agree with, and align with the University Foundational Statements. During the application process, applicants will have the opportunity to review these statements and must agree to affirm and support the position of the University, if hired. Applicants are also asked to provide a Personal Testimony of salvation as part of the application process. To apply, please follow the link below. You may upload and submit your resume/CV and cover letter and unofficial transcripts with the application. Ineligible for sponsorship of H1B visa. Cairn University does not discriminate on the basis of race, gender, color, national or ethnic origin, age, disability or other protected characteristics, in administration of its educational, employment and admissions policies.
    $35k-41k yearly est. 22d ago
  • Customer Service Officer

    Signal Tru Brand

    Finance service representative job in Jersey City, NJ

    About Us At Signal Tru Brand, we are dedicated to creating innovative branding and marketing solutions that help businesses stand out in competitive markets. Our team of creative professionals is committed to delivering high-quality strategies that drive growth, strengthen brand identity, and foster long-term client relationships. We value integrity, innovation, and excellence in everything we do. Job Description We are seeking a dedicated and detail-oriented Customer Service Officer to join our growing team. The ideal candidate will be responsible for managing client inquiries, resolving issues efficiently, and ensuring a positive customer experience. You will serve as the first point of contact for our clients, representing our company's values and professionalism in every interaction. Responsibilities Respond to customer inquiries via phone, email, and in-person in a timely and professional manner. Resolve complaints and issues with efficiency, ensuring customer satisfaction. Maintain accurate records of client communications and transactions. Collaborate with internal teams to address client needs and follow up on pending matters. Provide product and service information to clients, offering solutions that meet their needs. Monitor customer feedback and report trends to management for service improvement. Qualifications Qualifications High school diploma or equivalent; bachelor's degree preferred. Minimum of 2 years of customer service or client-facing experience. Strong verbal and written communication skills. Ability to multitask and work in a fast-paced environment. Proficient in Microsoft Office Suite and CRM systems. Problem-solving skills with a customer-focused mindset. Additional Information Benefits Competitive salary within the range of $52,000 - $60,000 annually. Opportunities for career growth and professional development. Comprehensive health, dental, and vision insurance. Paid time off and holidays. Supportive and collaborative work environment.
    $52k-60k yearly 60d+ ago
  • Part Time Associate Banker Monmouth County (30 hours)

    JPMC

    Finance service representative job in Freehold, NJ

    We have a passion 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 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 Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements 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 Assists clients and the branch team by helping with new account openings when needed 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 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
    $55k-109k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative/ Inside Sales

    Fastsigns 4.1company rating

    Finance service representative job in Princeton, NJ

    Benefits: Competitive salary Opportunity for advancement Flexible schedule FASTSIGNS #123201 is hiring for a Customer Service Representative to join our team! Benefits/Perks: Competitive Pay Paid Vacation and Holidays Performance Bonus Ongoing Training Opportunities A Successful FASTSIGNS Customer Service Representative 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 Service Representative: 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: $19.00 - $23.00 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.
    $19-23 hourly Auto-Apply 60d+ ago
  • Banking and Debt Restructuring Associate

    5 Legal

    Finance service representative job in Newark, NJ

    Job Description Top 200 AmLaw firm seeks an associate to join its Banking and Debt Restructuring Practice in their Newark and Philadelphia office. Qualified candidates must have 2-5 years of commercial real estate experience preferred. The candidate is expected to support the Firm's banking and debt restructuring and real estate practices. Workout/creditors' rights experience is a plus. New Jersey and Pennsylvania Bar admissions and strong academic record required.
    $55k-109k yearly est. 2d ago
  • Financial Services Representative - State Farm Agent Team Member

    Scott Morris-State Farm Agent

    Finance service representative job in Newtown, PA

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development Financial Services Representative Life Insurance & Investment Focus Scott Morris State Farm Agency Are you a highly motivated, sales-focused financial professional with a strong background in life insurance and financial planning? Scott Morris State Farm is seeking a Financial Services Representative who can confidently market financial products, close new business, and guide clients toward long-term financial security. This is a fully licensed position (Life & Health required; FINRA Series 6, 63, and 65 strongly preferred). Role Description As a Financial Services Representative, you will leverage your financial expertise and sales ability to educate clients, uncover needs, and provide tailored solutions. Your consultative approachcombined with a competitive drivewill help grow our agency while making a meaningful difference in each clients financial future. Key Responsibilities Consult with Clients Deliver comprehensive financial planning that includes life insurance, retirement strategies, and investment options. Drive Sales Growth Proactively market financial products, identify new opportunities, and close business with confidence. Portfolio Guidance Support clients with asset allocation, long-term planning, and portfolio management strategies. Ensure Compliance Adhere to all financial services regulations, documentation standards, and ethical guidelines. Qualifications A sales-dominant mindset with a proven track record in financial product or insurance sales 3+ years of experience in financial services, investment planning, or life insurance Strong analytical, consultative, and communication skills Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred Ability to build trust, maintain long-term relationships, and consistently drive revenue growth Why Join Scott Morris State Farm? Competitive compensation with base salary + commission + performance bonuses Licensing support for candidates seeking additional financial credentials A professional, growth-oriented team culture with mentorship and development opportunities If youre an ambitious financial professional ready to accelerate your sales career, apply today and grow with Scott Morris State Farm.
    $29k-55k yearly est. 21d ago
  • Banking Associate - Franklin/Beekman

    TD Bank 4.5company rating

    Finance service representative job in Franklin Park, NJ

    Franklin Park, New Jersey, United States of America **Hours:** 40 **Pay Details:** $23.75 - $31.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. **Depth & Scope:** + Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services + Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations + Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer + Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience + Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert + Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking + Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization **Education & Experience:** + High school diploma or GED + 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred + Demonstrated Customer Service skills preferred + Ability to work during operating hours to include evenings, weekends and holidays as scheduled + Teller experience preferred + Required to complete Teller training and part 1 of platform training upon hire + Strong organization skills to handle multiple tasks in a fast-paced environment + Excellent communication skills with ability to be concise, clear and consistent + Demonstrated effective problem-solving skills + Demonstrated ability to schedule and prioritize work + Demonstrated ability to work independently and within deadlines + Sound judgment in decision making and problem solving + Proficient in Microsoft Office + Notary License preferred **Customer Accountabilities:** + Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers + Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral + Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings + Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert + Understands and supports the Bank's customer service strategy + Considers the impact of decisions on the well-being of TD, its customers and stakeholders + Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers + Ensures tasks are performed within established policy and procedures + Successfully completes all required job specific, compliance-related training + Understands, utilizes and follows compliance/risk and control programs + Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans + Is knowledgeable of and complies with TD Code of Conduct **Shareholder Accountabilities:** + Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer + Accurately processes cash/deposit/withdrawal transactions and other account servicing requests + Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address + Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents + Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions + Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR + Follows policy and procedure for Customer Authentication + Acts as Dual Control agent when required + Follows all required open/close procedures **Employee/Team Accountabilities:** + Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of + the team + Be an active participant in personal performance and development activities + Acts as a brand champion both internally and externally + Collaborates with team members in contributing to the success of the team and organization + Partners as a team player + Actively seeks opportunities to improve delivery of work with high attention to quality standards + Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills + Positively embraces change + Adheres and participates in TD's Shared Commitments + Models quality service at every Customer interaction + Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience + May train and act as a mentor to newer colleagues **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Frequent Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Frequent Standing - Frequent Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. 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 8d ago
  • Part Time Associate Banker Union Essex (30 hours)

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Avenel, NJ

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

    Manny Coby-State Farm Agent

    Finance service representative job in Martinsville, NJ

    Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Manny has been proudly serving New Jersey and New York for over 25 years and leads two multi-lingual offices known for their professionalism and dedication. His pride in his accomplishments as an agent is reflected in the way his team shows up each daywith energy, commitment, and a strong focus on helping customers. Team members enjoy the benefits of a 401k plan and the flexibility needed for true work-life balance. If youre looking to join an experienced agency where your contributions are valued and your growth is supported, Mannys team could be the perfect place for you. POSITION OVERVIEW: Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. RESPONSIBILITIES: Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. REQUIREMENTS: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $24k-46k yearly est. 14d ago
  • Banker

    Blue Foundry Bank

    Finance service representative job in Union, NJ

    This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done. At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one. In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement. Position Summary The Banker provides customers with exceptional financial support and advice while ensuring the highest levels of service delivery. In this role you will conduct all retail banking financial transactions and cross-selling bank products and services with the goal of deepening relationships. Leveraging the bank's service and sales culture and increasing customer engagement is tantamount to the success of the Universal Associate Banker. The right person for this role is professional and capable of face-to-face interactions with customers to address complex financial needs and technologically savvy as it relates to bank services. The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors. Primary Responsibilities Consistently provides quality customer service by demonstrating our service/sales relationship building behaviors. Evaluates and identifies financial needs and presents appropriate products/services to meet those needs. Opens new accounts and related products/services (e.g., debit card, direct deposit, etc.) Processes all financial transactions (e.g., cash/check deposits, withdrawals, etc.) Participates in branch activities and events planned by Branch Management. Focus on achieving individual and team goals. Performs all teller related duties, including managing a cash box, replenishing cash in ATM/ITM's, maintaining adequate supplies for customer use, conducting monthly audits, and related activities. Keen attention to all activities related to the processing of various types of accounts and ensures compliance with applicable regulations, policies, and procedures. Competently and confidently teaches and demonstrates self-service options to customers. Additional Responsibilities Addresses internal and external inquiries relating to bank products and services, transactions, and policies and procedures. Maintains confidentiality of customer information by complying with the Privacy Policy; complies with established policies and procedures when responding to inquiries and requests. Promotes the security and safety of all employees and customers by complying with the Security Program. Assists customers with entry to their safe deposit boxes, ensuring strict adherence to all bank policies and procedures. Participates in business development efforts as assigned. Assists in other areas of the bank/branch as required. Job Requirements High school diploma or equivalent and a minimum of two years banking or retail experience with an emphasis on sales and customer service OR ; College degree, with a minimum of one year of banking, retail, or equivalent experience. Strong customer service, sales, interpersonal, and communication skills; ability to remain positive and customer focused at all times. Must have the ability to work flexible hours and travel to various branch locations, as staffing requires, for unspecified periods. Proficient with computers and the use of various programs and software applications, including Microsoft Suite (Outlook, Word, Excel, etc.). Cash handling experiences preferred. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status. All employees should have knowledge of bank's procedures and its compliance as it pertains to their position Blue Foundry Bank will award an employee referral payment to employees who refer new hires. If the candidate is hired, the referring employee will be eligible to receive referral payment in accordance with the following guidelines: • $100 after the new employee has completed his/her three-month anniversary • $400 after the one-year anniversary Both employees must be employed on the anniversary date of the referred employee in order to receive a referral payment.
    $39k-88k yearly est. Auto-Apply 7d ago
  • Financial Services Representative - Retirement and Benefits

    Bank of America Corporation 4.7company rating

    Finance service representative job in Pennington, NJ

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. Successful applicants who have already passed the SIE exam at the time of offer may be eligible for a $2500 bonus, in accordance with terms and conditions set forth in the offer letter. You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start date. You will achieve this through scheduled study time, in depth online resources and on-site coaching and support. The Licensing Program provides you with the coaching and guidance that you'll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7 and Series 63 licensing). These credentials along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill. Responsibilities: * Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders * Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service * Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access * Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk Required Qualifications: * Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence * Ability to engage with clients while navigating multiple screens - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections * Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills * Ability to handle confidential matters and sensitive information in a responsible manner * Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients' financial lives * Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule * Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays * Applies strong critical thinking and problem-solving skills to meet clients' needs * Ability to work under pressure * Can learn and understand technology to assist clients with the latest in Digital and Digital banking * Comfortable receiving ongoing performance feedback and coaching * Ability to learn and adapt to new information and technology platforms * Must be flexible to work various shifts which may include a weekend day 1st and 2nd shifts available Desired Qualifications: * Bilingual Spanish Skills: * Account Management * Customer and Client Focus * Issue Management * Oral Communications * Regulatory Compliance * Active Listening * Adaptability * Problem Solving * Risk Management * Attention to Detail * Business Acumen * Trading * Valuation Ethics and Practice Standards Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent * For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 40
    $23k-35k yearly est. 2d ago
  • Electronic Banking Specialist

    Atlantic Federal Credit Union 3.9company rating

    Finance service representative job in Springfield, NJ

    Provide members with quality service and technical and administrative support for the share draft services, electronic funds transfers (EFT), automated clearing house (ACH) functions and VISA Debit Card disputes in a timely, accurate manner. Provide information to members and potential members regarding share drafts and other credit union services. Reconcile accounts in accordance with credit union policies and procedures. Process payrolls for SEGS (Select Employee Groups) in a timely manner. Essential Functions The Electronic Banking Specialist will actively participate in supporting deposit and loan growth in conformity with NCUA regulations as well as Credit Union policies and procedures. Specifically, the Electronic Banking Specialist will: Perform all aspects of ACH processing Initiate system jobs to post files and fee accounts for NSF items; process exception items; balance advice files to posting reports Process and correct all EFT transactions transmitted daily Process all Government Reclamations, levies, and subpoenas Process payrolls in a timely manner Process ATM returned items thru co-op network Perform all tasks associated with the daily posting of share draft clearing to members' accounts, initiate system jobs to post clearings and fee accounts for NSF items; print and mail NSF notices; honor/return exception items Process all incoming and outgoing, and service wires on a daily basis The Atlantic strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and comprehensive total compensation package including competitive pay, target incentive, medical / dental / prescription coverage, 401(k) plan (with up to 6% match), and generous paid time off. As an The Atlantic employee you are eligible for discounts on our products and services and earn paid time off for volunteering. In addition to these benefits, The Atlantic provides educational and developmental opportunities as well as access to our formal Tuition Assistance Program. Requirements Requirements Minimum high school diploma or GED equivalent. Some college credits preferred. At least two (2) years in a financial institution with similar job functions Salary Description $23.00-$29 per hour
    $23-29 hourly 14d ago
  • Private Banker

    Mid Penn Bancorp 3.9company rating

    Finance service representative job in Bristol, PA

    A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Private Banker to join our MPB Private Bank team in Malvern, West Chester or Bristol, PA and the Greater Philadelphia region. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview The Private Banker is responsible for achieving customer service and sales goals as established in the MPB Private Bank's annual operating plan. The person in this role will develop and manage the High Net Worth and Ultra High Net Worth relationships which are typically the largest and most complex. This individual will perform a variety of duties to meet the service needs of the customers while complying with operating policies and procedures. Essential Duties and Responsibilities * Serves as a member of the organization's sales team; makes sales calls where these types of calls will improve the opportunity for new business development. * Shares the value of Private Banking with clients who may be eligible * Assists customers in obtaining specialized services from other departments as necessary; provides help to customers with specific inquiries or service problems. * Maintains a thorough knowledge of the features and benefits of all bank products and services to ascertain customer needs and to sell in conjunction with these needs. * Actively manages client banking relationships through an advice-based approach, ensuring each client receives the best products and services for his or her needs. * Partners with specialists in other areas of the bank such as Trust and Wealth Management Services, Risk Management Services and Mortgage Bankers to connect customers to experts who can help them with specialized financial needs. * Solicits new business from present and prospective customers; maintains ongoing business and consumer relationships with present customers to take advantage of additional cross-selling opportunities. * Makes lives of clients more convenient by sharing and setting up self-service options to access their account 24 hours a day/7-days a week. * Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis. * Maintains an active role in community affairs to improve the company's visibility in the area; serves on various civic committees to increase company community involvement. * Effectively utilizes the Customer Relationship Management program to track customer sales and service activities as well as cultivate prospective opportunities within the office's market area. * Follows the company's Customer Identification Policy (CIP) to ensure accurate identification of customers during the account opening process. Education and Qualifications * A B.S. or B.A. degree in a related field normally required; specialized banking education and training. * A minimum of five (5) to seven (7) years' experience in related positions normally required. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
    $34k-59k yearly est. 2d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Franklin, NJ?

The average finance service representative in Franklin, NJ earns between $18,000 and $61,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Franklin, NJ

$34,000

What are the biggest employers of Finance Service Representatives in Franklin, NJ?

The biggest employers of Finance Service Representatives in Franklin, NJ are:
  1. Manny Coby-State Farm Agent
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