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Temporary Customer Service Representative/Route Service Rep
Gateway Services Inc. 4.6
Finance service representative job in Turner, ME
Temporary Customer ServiceRepresentative/Route ServiceRepresentative -Final Gift
📍 Turner, ME | M, T, Th, F | FT (40 hrs + overtime as needed) 💲 Pay Range: $19.00-$23.00/hr (Based on overall skill and experience)
If you're a pet parent yourself or someone who feels strongly about giving back to your community of pet lovers and veterinary professionals, this role could be a perfect fit.
About Gateway Services
Gateway Services is North America's leading pet aftercare provider, trusted by over 17,000 veterinary clinics. With more than 2,300 team members across 140+ locations, we support pet parents with dignity, compassion, and care - one pet at a time.
Please visit Gateway Services Inc. to learn more about us.
(Don't worry if you haven't worked in pet aftercare before - we'll provide training!)
Job Overview
At Gateway, our Customer ServiceRepresentatives (CSRs) are relationship-driven professionals in a key customer-facing role. As the primary link between Gateway and our veterinary partners, CSRs build lasting relationships, manage customer needs, and resolve challenges with professionalism and compassion.
This position goes beyond driving. While transportation is part of the job, CSRs spend their days engaging with clinics and communities, staying active, and representing Gateway with care and integrity.
What you'll do:
Serve as the main point of contact for veterinary clinics, providing reliable and compassionate service
Build trusted relationships with clinic staff and families through empathy, respect, and professionalism
Safely handle pets in the aftercare process with dignity and care
Manage customer needs and solve problems effectively
Support Gateway's reputation for exceptional service in every interaction
What we're looking for:
Strong relationship-builder with excellent communication skills
Empathetic and respectful, especially toward families and pets in our care
Organized, dependable, and committed to customer service excellence
Comfortable with driving responsibilities and being active throughout the day
Pet lovers and pet parents are especially well-suited to this role
The CSR role reports to the Care Center Manager.
Duties & Responsibilities
Relationship management:
Serve as the primary point of contact for veterinary clinics on your route.
Build and maintain strong relationships with clinic staff to ensure satisfaction and efficiency.
Develop and maintain strong relationships with veterinary clinic staff.
Maintain and support growing account base.
Educate clients on services, answer questions, and address concerns promptly.
Address any inquiries or concerns raised by clinic employees regarding service quality and operational efficiency.
Ensure clinics receive prompt and professional support for all their pet aftercare needs. 100% Service Perfection and Wow 'ng customers at every interaction.
Collect feedback to improve service quality and enhance the overall customer experience.
Service delivery:
Address any service issues proactively and escalate concerns to the appropriate department when necessary.
Educate clinics on company services, policies, and procedures to enhance their experience and optimize operations.
Ensure that the collection of all pets from veterinary clinics is conducted with the utmost care and the highest level of professionalism. Living our Brand Promise and One Pet at a Time.
Anticipate clinic needs before requested, ensuring the highest level of quality service.
Maintain all proper documentation and tracking for all pets entrusted to you.
Enhance the overall clinic experience by ensuring that clinic staff are appropriately informed on company services, policies, and procedures.
Assist with administrative tasks related to client accounts, including billing inquiries and service modifications.
Follow company safety guidelines, adhere to store policies, and maintain vehicle and equipment standards.
Always maintain best in class service standards by ensuring that you always comply with proper uniform and vehicle cleanliness standards.
A positive and welcoming attitude is a must.
Product and Service Promotion:
Educate veterinary clinic staff on new product launches and available commemorative merchandise for pet parents.
Distribute authorized marketing materials to clinics and ensure product information is up to date.
Identify potential sales leads and redirect them to the Business Development Manager for follow-up.
Monitor inventory levels of promotional materials and request replenishments as needed.
Key Performance Indictors
Growing revenue from existing clinics (Same Store Sales Growth).
Expanding services and products within your assigned route (Organic Growth).
Retaining clinic partnerships and keeping them highly satisfied (Client Attrition Rate & NPS).
Minimizing customer complaints and ensuring on-time, exceptional service.
Education, Training & Qualifications
High school diploma or GED required as minimum
Prior experience in customer service, account management, or sales/route sales is highly desirable.
Proficiency in CRM systems and sales tracking tools.
Ability to work early morning hours, weekends, and holidays as needed.
Basic math and computer skills for order placement and inventory tracking.
Valid driver's license with a clean driving record.
Skills and Abilities
Empathy and Compassion: Deep understanding of pet parents' grief and the vital role of aftercare services. Training provided.
Service Excellence: Dedication to delivering exceptional, white-glove customer service.
Problem Solving: Focused on turning obstacles into opportunities to deliver smoother, more reliable service.
Urgency and Precision: Ability to respond swiftly while maintaining accuracy and care.
Sales Expertise: Skilled in professionally educating and informing clinic staff about products. Strong Relationship building skills.
Energy and Professionalism: A proactive approach with strong interpersonal skills.
Innovative Problem-Solving: Continuously seeking ways to enhance customer experience and service delivery.
Strong Communication and Customer Focus: Excellent interpersonal skills with a customer-first mindset.
Multitasking and Account Management: Ability to efficiently oversee multiple clinic accounts.
Pet Handling Experience: Comfortable and experienced in professionally handling animals. Training provided.
Independent Decision-Making: Capable of working autonomously in a fast-paced environment.
Technical Proficiency: Skilled in using CRM software, email communication, and other computer applications.
Physical Capability: Able to safely lift and transport animals of various sizes.
Working conditions
You'll be expected to deliver best-in-class service at every interaction, living out our brand promise of treating each pet with dignity and each client with utmost care.
Daily direct interaction with veterinary clinic staff, including doctors, technicians, and reception teams, to ensure they feel supported and informed.
Independent decision-making is essential, along with the ability to adapt quickly and solve problems proactively on behalf of clinics and pet parents.
Exposure to the emotional aspects of pet loss and grief is common. Compassion and empathy are essential when working with veterinary teams and pet parents during sensitive situations.
Flexibility is required to respond to time-sensitive needs from veterinary clinics and to ensure consistent, high-quality service.
Frequent heavy lifting in a physically active environment.
Maintaining professional appearance standards, including uniform and vehicle cleanliness, is required to uphold our brand and reassure clients.
YOU'LL LOVE WORKING WITH US BECAUSE:
The People. You will be surrounded by some of the most talented, supportive, smart, and kind leaders and teams - people you can be proud to work with!
OUR CORE VALUES:
People First
Exceed Expectations
(HIT) Honesty, Integrity, Trust
Be Passionate and Caring
Continuously Improve
What You'll Get
At Gateway, we believe in rewarding and supporting our people with more than just a paycheck:
Pay range: $17.00-$22.00/hr + overtime eligibility
Employee referral program - bring great people into our family and earn rewards
Medical, Dental, and Vision Plans with low co-pays designed to support you and your family
Company-paid Life, AD&D and LTD insurance for all full-time employees.
Critical Illness, Accident, and Pet Insurance available as voluntary benefits
401(k) with employer match - we invest in your future
Great Hearts and Minds Program - limited annual subsidy for your dependents' education
Tuition assistance - up to $2,000 for approved education courses
Grow with Gateway Program - access to in-house learning and development for your career goals including the Gateway Management Advancement program (G-MAP)
Established Talent Management practices allows our employees to thrive and grow while in our employ
Employee wellness and support programs accessible in an established Employee Assistance Program
Paid holidays and PTO so you can rest, recharge, and enjoy time with family
Physical activity - Not built to sit behind a desk, don't worry this role will get you out and about doing some physical activity
Sustainability is as important to us as it is to those communities that we serve
Opportunity to do something meaningful with your life - Support others in their time of need.
And most importantly: the chance to be part of a team that makes a real difference for pets, pet parents, and the communities we serve.
Join Us
If you're looking for more than just a job - if you want a role where your compassion, charisma, and community spirit shine through - we'd love to hear from you.
Apply today and help us serve pet parents with the care and dignity their companions deserve.
Gateway Services Inc. and our brands are committed to providing accessible employment practices and fostering a culture of diversity and inclusion. Our employees are our greatest asset and each employee's cultural differences, life experiences, self-expression, and unique capabilities are what build our company culture and success. If you require accommodation due to disability during any stage of the recruitment process, please notify Human Resources at *************************.
New employees to Gateway will be required to successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit
e-verify.gov
#INDCSR
M, T, Th, F
40 hours full time; overtime as business needs
$19-23 hourly Auto-Apply 25d ago
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Environmental Services Associate I
Massachusetts Eye and Ear Infirmary 4.4
Finance service representative job in Dover, NH
Site: Wentworth-Douglass Hospital
Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-performing teams drive groundbreaking medical discoveries and invite all applicants to join us and experience what it means to be part of Mass General Brigham.
Job Summary
Summary
Responsible for the safety and cleanliness of a hospital or other healthcare facility.
Does this position require Patient Care?
No
Essential Functions
-Sweeps, mops, waxes, strips, and polishes floors; vacuum and shampoo carpets.
-Dusts and polishes furniture, woodwork, fixtures, and equipment.
-Washes walls, ceilings, woodwork, door panels, windows, sills, blinds, and door glass.
-Empties, cleans, and sanitizes waste receptacles in assigned areas.
-Cleans and sanitizes restroom facilities and fixtures as assigned including sinks, urinals, toilets, mirrors, walls and drinking fountains; replenish restroom supplies as needed.
-Picks up debris around building.
-Operates and controls high and low speed stripping/buffing machines.
-Sets up tables, chairs, and equipment in a variety of settings for special events and normal hospital activities.
-Identifies and reports building maintenance needs in assigned buildings and facilities.
Qualifications
Education High School Diploma or Equivalent preferred Can this role accept experience in lieu of a degree? No Licenses and Credentials Experience Experience working with the cleaning equipment and chemicals used in hospitals and healthcare centers 2-3 years required Knowledge, Skills and Abilities - Strong organization skills with attention to detail and accuracy. - Ability to work independently but also be a team player. - Good communication and comprehension skills.
Additional Job Details (if applicable)
Physical Requirements
Standing Frequently (34-66%)
Walking Frequently (34-66%)
Sitting Occasionally (3-33%)
Lifting Occasionally (3-33%) 35lbs+ (w/assisted device)
Carrying Occasionally (3-33%) 35lbs+ (w/assisted device)
Pushing Occasionally (3-33%)
Pulling Occasionally (3-33%)
Climbing Occasionally (3-33%)
Balancing Frequently (34-66%)
Stooping Occasionally (3-33%)
Kneeling Occasionally (3-33%)
Crouching Occasionally (3-33%)
Crawling Occasionally (3-33%)
Reaching Occasionally (3-33%)
Gross Manipulation (Handling) Frequently (34-66%)
Fine Manipulation (Fingering) Frequently (34-66%)
Feeling Constantly (67-100%)
Foot Use Rarely (Less than 2%)
Vision - Far Constantly (67-100%)
Vision - Near Constantly (67-100%)
Talking Constantly (67-100%)
Hearing Constantly (67-100%)
Remote Type
Onsite
Work Location
789 Central Avenue
Scheduled Weekly Hours
40
Employee Type
Regular
Work Shift
Day (United States of America)
Pay Range
$17.36 - $20.41/Hourly
Grade
1
At Mass General Brigham, we believe in recognizing and rewarding the unique value each team member brings to our organization. Our approach to determining base pay is comprehensive, and any offer extended will take into account your skills, relevant experience if applicable, education, certifications and other essential factors. The base pay information provided offers an estimate based on the minimum job qualifications; however, it does not encompass all elements contributing to your total compensation package. In addition to competitive base pay, we offer comprehensive benefits, career advancement opportunities, differentials, premiums and bonuses as applicable and recognition programs designed to celebrate your contributions and support your professional growth. We invite you to apply, and our Talent Acquisition team will provide an overview of your potential compensation and benefits package.
EEO Statement:
Wentworth-Douglass Hospital is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, national origin, sex, age, gender identity, disability, sexual orientation, military service, genetic information, and/or other status protected under law. We will ensure that all individuals with a disability are provided a reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. To ensure reasonable accommodation for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Veteran's Readjustment Act of 1974, and Title I of the Americans with Disabilities Act of 1990, applicants who require accommodation in the job application process may contact Human Resources at **************.
Mass General Brigham Competency Framework
At Mass General Brigham, our competency framework defines what effective leadership “looks like” by specifying which behaviors are most critical for successful performance at each job level. The framework is comprised of ten competencies (half People-Focused, half Performance-Focused) and are defined by observable and measurable skills and behaviors that contribute to workplace effectiveness and career success. These competencies are used to evaluate performance, make hiring decisions, identify development needs, mobilize employees across our system, and establish a strong talent pipeline.
$17.4-20.4 hourly Auto-Apply 36d ago
Private Client Banker - Maine Area
Jpmorgan Chase 4.8
Finance service representative job in Falmouth, ME
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financialservices, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financialservices 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
$67k-159k yearly est. 38d ago
Banking Associate - Part Time 30 Hour - Northgate
TDI 4.1
Finance service representative job in Portland, ME
Hours:
30
Pay Details:
$22.00 - $27.75 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
High school diploma or GED
1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
Demonstrated Customer Service skills preferred
Ability to work during operating hours to include evenings, weekends and holidays as scheduled
Teller experience preferred
Required to complete Teller training and part 1 of platform training upon hire
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Demonstrated effective problem-solving skills
Demonstrated ability to schedule and prioritize work
Demonstrated ability to work independently and within deadlines
Sound judgment in decision making and problem solving
Proficient in Microsoft Office
Notary License preferred
Customer Accountabilities:
Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
Understands and supports the Bank's customer service strategy
Considers the impact of decisions on the well-being of TD, its customers and stakeholders
Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
Ensures tasks are performed within established policy and procedures
Successfully completes all required job specific, compliance-related training
Understands, utilizes and follows compliance/risk and control programs
Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
Follows policy and procedure for Customer Authentication
Acts as Dual Control agent when required
Follows all required open/close procedures
Employee/Team Accountabilities:
Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
the team
Be an active participant in personal performance and development activities
Acts as a brand champion both internally and externally
Collaborates with team members in contributing to the success of the team and organization
Partners as a team player
Actively seeks opportunities to improve delivery of work with high attention to quality standards
Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
Positively embraces change
Adheres and participates in TD's Shared Commitments
Models quality service at every Customer interaction
Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financialservices, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$22-27.8 hourly Auto-Apply 19d ago
Associate Financial Services Representative
Unum Group 4.4
Finance service representative job in Portland, ME
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Performance Based Incentive Plans
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning...
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
General Summary:
This position is an entry level position within the Financial Recovery Unit (FRU). The incumbent is responsible for communicating a previously calculated overpayment or completing simple overpayment calculations from the available file information. When the overpayment has been determined and the file documented, the incumbent works directly with the claimant, advocate or employer, primarily on the phone, to ensure that overpayments are recovered timely and in accordance with the specific policy language.
This is a highly goal-oriented role; the incumbent is responsible for significantly contributing to the unit's overall recovery results.
The file complexity is restricted in scope and the incumbent will be expected to effectively administer and recover overpayments on multiple products and systems (Group STD, Life, and VB - Unum and Colonial) and may be expanded based upon department needs.
**Principal Duties and Responsibilities**
+ Analyze content of claim file and obtain the necessary financial and benefit information (that may not be immediately apparent) from colleagues, customers, and external resources to determine appropriate course of action on each file.
+ Consistently communicates, handles overpayment calculations and manages a caseload of claims with limited complexity, demonstrating a solid technical ability necessary to administer overpayment claims across multiple products and system applications.
+ Negotiates and binds the Company with respect to decisions made regarding appropriateness of pursuing overpayments (generally lower amounts than the FinancialServicesRepresentative (FSR) role.)
+ Thoroughly and accurately documents and codes FRU actions in claim and legacy systems with supporting rationale for actions and next steps.
+ Secures a professional relationship with the claimant and/or employer, provides excellent customer service, demonstrates empathy, and remains open to new information. Provides prompt, accurate, and courteous responses to customers to promote the Unum brand.
+ Partners with Lead FSRs by reviewing team worklists to ensure workloads are appropriately assigned. Participates in special projects and other assignments as needed.
+ This position may also include some administrative duties in support of the team.
**Job Specifications**
+ College degree preferred or equivalent work experience
+ Demonstrates computer literacy and/or working knowledge of various claim systems (i.e., BAS, Colonial & NaviLink)
+ Solid mathematical, oral, and written communication, and interpersonal skills
+ Strong service and quality orientation
+ Demonstrates efficiency in time management and ability to multi-task goals and priorities
+ Ability to work with others in a highly collaborative team environment
+ Self-motivated in a goal oriented environment
+ Adaptable to change
+ Ability to manage worklist effectively with quality while able to multi-task
+ Solid negotiation skills
+ Able to deal with conflict effectively and professionally
\#LI-BK1
~IN2
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.
$36,000.00-$68,000.00
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum
$36k-68k yearly 32d ago
Customer Service Representative/Dispatcher (53961)
Seer Group 4.4
Finance service representative job in Lewiston, ME
Mike's Mechanical is looking for a Customer ServiceRepresentative. Mikes Mechanical has been serving the Lewis & Clark Valley for over 30 years with an A+ Rating with the Better Business Bureau, we're looking for motivated and hardworking individual to join our team! For over 30 years Mike's has been committed to taking care of Lewis/Clark Valley's comfort needs. What started out as a small HVAC service and install company has grown to include electrical and plumbing for all types of residential and commercial projects.
Job Title: Customer ServiceRepresentative
Location: Lewiston, ID 83501
Pay: From $17/HR, Depending on Experience
Schedule: Monday - Friday, 8:00am to 5:00pm
Benefits: 401K with up to a 4% employer match. Medical, dental, and vision-100% paid for by the employer. Paid holidays, vacation, sick pay
Position Type: Full-time
The Customer ServiceRepresentative acts as the first point of contact for all office guests and is responsible for providing excellent customer service upon their arrival and ensuring their needs are met during their visit. The Customer ServiceRepresentative is also the first point of contact for incoming calls and is responsible for answering calls, determining their purpose, and scheduling appointments or directing to appropriate department and/or staff while providing exceptional customer service.
Customer ServiceRepresentative Position Summary:
Greet all customers, determine their needs, and direct to proper personnel
Answer calls providing excellent customer service, determine their needs, and schedule appointment or route calls/messages to appropriate department and/or personnel
Return customer calls to book appointments
Appropriately book appointments within our system
Assist with other scheduling tasks
Updating customer contact information in our system
Collect customer payments
Data entry
Creation of spreadsheets or documents
Organizing information from reports or spreadsheets
Assists management team and other departments as needed
Other administrative duties as needed
Other duties as assigned
Customer ServiceRepresentative Required Knowledge, Skills, and Experience:
Outstanding Customer Service both in person and over the phone
Excellent communication both verbally and written
Basic understanding of administrative and clerical procedures and systems
Proficient with Excel, Word, Outlook and other related software
Strong multitasking ability
Must be able to work independently as well as part of a team
Upbeat Personality
Organized
Adaptable to change
Ability to quickly learn new computer software helpful
Previous office or scheduling experience helpful
Ability to lift up to 15 pounds
On site.
Qualifications
Competencies
This position requires strong time management skills and the ability to work independently or in a team. Must have the ability to maintain a high level of professionalism and customer service standards in stressful situations. This position requires excellent communications skills both verbally and written. Must be hard working, self-started with a positive attitude and respectful. This position requires excellent problem-solving, analytical skills and decision making.
Education and Experience
High school diploma and/or equivalent. Prefer a minimum of 6 months of previous experience as a dispatcher.
$17 hourly 10d ago
PUBLIC SERVICE OFFICER
City of North Richland Hills, Tx 3.8
Finance service representative job in Portland, ME
The purpose of this job is to perform a wide variety of tasks in support of law enforcement and crime prevention functions. Perform investigative work and other special assignments. Assist and interact with the public by taking calls-for-service over the telephone, in person (both in the field and at the department) and completing all required paperwork. Provide traffic control assistance at major crash scenes, fire calls, major crime scenes and special city events. Carry out a variety of technical and administrative tasks in support of the Police Department and to perform other duties as directed.
Why Work for the City of North Richland Hills?
As an employee of the City of North Richland Hills you will experience more than just a job, more than a paycheck. Working for the City of North Richland Hills means becoming a member of our family and reaping the benefits that go along with it.
Insurance
Full time employees are offered a complete line of benefits, which includes medical, dental and vision insurance, life insurance equal to three times your salary, and optional supplemental life insurance and long-term disability programs.
Retirement
As a full-time employee, you will become a member of the Texas Municipal Retirement System (TMRS) with the City of North Richland Hills making contributions towards your account. You can also put savings toward retirement in the voluntary 457 deferred compensation plan.
Vacation, Holidays, and Sick Leave
The city offers vacation and sick leave, as well as ten paid holidays. Full time employees earn three weeks of vacation during their first year of employment and 10 hours of sick leave a month.
What We're Looking For
* High School Diploma or Equivalency.
* Six months to one year of experience in a related job field, or 15 college semester hrs.
* Must successfully complete a basic public service officer training school within one year of employment.
Valid Texas Class C Driver's License
Code : 2025133-1
Location : POLICE DEPARTMENT
Posting Start : 01/07/2026
SALARY RANGE: $47,490.00-$66,462.00
$47.5k-66.5k yearly 13d ago
Private Client Banker - Maine Area
JPMC
Finance service representative job in Falmouth, ME
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financialservices, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$45k-98k yearly est. Auto-Apply 40d ago
Customer Service Representative
Us Tech Solutions 4.4
Finance service representative job in Portland, ME
US Tech Solutions is a global staff augmentation firm providing a wide-range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit our website ************************ We are constantly on the lookout for professionals to fulfill the staffing needs of our clients, sets the correct expectation and thus becomes an accelerator in the mutual growth of the individual and the organization as well.
Keeping the same intent in mind, we would like you to consider the job opening with US Tech Solutions that fits your expertise and skillset.
Job Description
style="FONT-FAMILY: times new roman,times,serif">
Customer ServiceRepresentative
Portland, ME
6+
months
Description
One year current working
experience customer service environment or one year current experience in a Call
Center.
Ability to be a team player
Exceptional customer service
skills
Strong oral and written communications skills
Strong computer
skills
Ability to multi-task
Additional Information
Saikat Ghosh
Senior Technical Recruiter
10 Exchange Place, Suite 1820,
Jersey City, NJ - 07302
Desk: ************** Ext. 7452
Direct: **************
$31k-35k yearly est. 1d ago
Customer Service Representative 833089
Bonney Staffing 4.2
Finance service representative job in Auburn, ME
Join Our Team as a Customer ServiceRepresentative in Auburn, ME! - Urgently hiring Customer ServiceRepresentative in Auburn! Job Title: Customer ServiceRepresentative Pay: $25.00 per hour Hours: Monday-Friday, 8:00 AM - 4:30 PM You'll work closely with the front office team to drive exceptional service and maintain smooth operations.
What You'll Do:
As a Customer ServiceRepresentative, you will be responsible for:
Answering phones, prioritizing immediate responses to customer inquiries.
Greeting and assisting walk-in customers with professionalism and warmth.
Determining if callers are existing or new customers, adding them to the system as needed.
Gathering customer needs and documenting requests accurately in our system.
Routing calls to the appropriate departments.
Communicating effectively with walk-in customers using a slider window for inquiries.
Maintaining accurate and detailed data entry throughout your daily tasks.
What You'll Bring:
The ideal candidate for this role will have:
A high school diploma or equivalent
Strong attention to detail and a commitment to delivering outstanding customer service.
Excellent communication skills for both phone and face-to-face interactions.
A professional demeanor with a self-directed approach to staying productive during downtime.
Why Join Us in Auburn?
Enjoy flexible hours within a supportive team culture that values your contributions.
Benefit from competitive pay and comprehensive health insurance coverage from day one.
Be part of an employee-owned company with a clear path for career growth and development, with the potential to transition into an HR support role.
Participate in our ESOP program with an opportunity to buy into ownership after three years.
Earn paid time off starting at 40 hours in your first year and increasing to 80 hours in your second year, along with 8.5 paid holidays after 3 months.
Location & Schedule:
This position is on-site in Auburn, ME, and offers a consistent Monday to Friday schedule from 8:00 AM to 4:30 PM.
Ready to Take the Next Step?
If you're ready to start a rewarding career as a Customer ServiceRepresentative in Auburn, apply today or contact our recruiting team to learn more. Don't wait, we're hiring now!
$25 hourly 7d ago
Student Financial Services Specialist
Unity College 3.9
Finance service representative job in New Gloucester, ME
The Company
At Unity, sustainability isn't a buzzword. It's the foundation of our entire approach and has been for more than 50 years.
We apply sustainability principles to everything we do, from our properties around the State of Maine, to our online degrees offered to students everywhere, to our enrichment experiences and entrepreneurial endeavors at locations from northern Maine to Arizona to Brazil.
Engage with Unity College and you'll start to ask tough questions, challenge the status quo, and envision new possibilities. If taking the lead in creating a more sustainable future sounds like the future you want, we can make it happen.
The Position
The Student FinancialServices Specialist (SFSS) supports the Director of Distance Education Financial Aid through the administration and dissemination of Student FinancialServices policies and procedures for Unity College students. This is a generalist position that is cross trained to serve all Sustainable Education Business Units (SEBUs) but will be dedicated to Distance Education. This position is responsible for working directly with Unity College students to support them in managing their financial needs and requirements. The SFSS will manage and use student financial aid programs, financial aid information systems, billing software as well as report and retrieve information for program management and reports. Work will involve using Power-Faids Financial Aid Management System, CAMS Student Billing Components and CashNet.
Monitor program compliance with federal, state, and institutional policies through the use of system and quality controls.
Conduct student aid reviews including: needs analysis, budgeting, billing, packaging, verification, loan processing, certification, and tracking.
Counsel students individually or in groups on financial aid and student account matters such as application procedures, borrowing, employment, outside aid, other funding, payment plans and alternative funding.
Communicate with parents and/or students regarding the student billing process and payment options.
Coordinate the mailing of lender notifications-entrance and exit counseling, bills, and award letters.
Create, revise, and update publications, standardized letters, manuals, and forms used in student aid and student billing administration.
Review and maintain payment plans, and student files.
Perform soft collect outreach to students to assist with completing paperwork and payment options.
Coordinate the integration of student financial aid and billing processes for all SEBUs.
Perform outreach activities as assigned by the Director of Distance Education Financial Aid.
Attend required trainings to learn and maintain required skills to perform all duties for SFSS across all SEBUs.
Assist in supervision of work study students. Carries out supervisory responsibilities in accordance with the institution's policies and applicable laws.
Responsible for processing 1098-T's.
Review and process refunds to be submitted to the Business Office for payment.
Assist students with identifying options for payment plans and setting the students up in CashNet, etc.
Manage CashNet.
Perform reconciliation, reporting, consolidation and liquidation of Perkins loans.
Manage third party billing i.e. Veterans' Affairs, Outside Scholarships, etc.
Place billing holds on student accounts for non-payment.
Assists students with student insurance waiver process and provides list to insurer.
Please see attached job description for full list of roles and responsibilities.
Required:
Bachelor's degree and a minimum of 5-7 years job related experience and/or training; or equivalent combination of education and experience.
Basic knowledge of federal and state financial aid programs and a demonstrated commitment to student aid.
Basic knowledge of accounting and billing services.
Must be capable of independent judgement, highly motivated with strong organizational skills.
Must be flexible with good interpersonal skills.
Able to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Able to write reports, business correspondence, and procedures manuals.
Able to effectively present information and respond to questions from students, parents, staff, managers, and the general public.
Able to work with mathematical concepts such as probability and statistical inference. Able to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Extensive knowledge of computerized data base systems, word processing and spreadsheets.
The Location
Unity College has its Hybrid Learning campus in Unity, Maine. This position will be located at 49 Farm View Rd. New Gloucester, ME.
Benefits
Unity College offers a generous benefits package which includes medical, dental, vision, short term disability, long term disability, life insurance, PTO, and a company match on our 403b retirement plan. Waiting periods will apply.
To Apply
Interested and qualified candidates should click on the “Apply Now” button and submit a resume and cover letter.
At Unity College, we don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our students, and our community. Unity College is proud to be an equal opportunity workplace and is an affirmative action employer.
$45k-55k yearly est. Auto-Apply 60d+ ago
Member Service Representative Team Lead
Atlantic Regional Federal Credit Union 3.9
Finance service representative job in Brunswick, ME
Are you looking for a career that will challenge you, support your growth, and make a real difference in your community? Do you have a passion for helping others and leading by example? We're excited to meet you!
As a Member ServiceRepresentative Team Lead at Atlantic, you'll play a vital role in driving our branch's success while developing your skills and leadership abilities. As team lead, you'll support and guide our member servicerepresentatives, ensuring they have the resources and training they need to thrive. You'll work closely with our Branch Manager to create a positive, productive work environment that's focused on delivering exceptional member experiences.
What We're Looking For:
A passion for helping others and a desire to grow with our organization
Excellent communication and interpersonal skills (we'll teach you the rest!)
1-3 years of experience in a customer-facing role (banking experience a plus, but not required)
Experience in a leadership role.
A willingness to learn and adapt to new systems and processes
Strong problem-solving skills and attention to detail
A commitment to confidentiality and accuracy in your work
What We Offer:
Ongoing training and development opportunities to help you grow your career
A supportive, collaborative work environment that values your contributions
A competitive salary and benefits package
The chance to make a real difference in the lives of our members and our community
Why Atlantic?
We're a locally managed financial institution that's dedicated to serving our community. We believe in empowering our employees to take ownership of their work and providing the resources they need to succeed. If you're looking for a career that will challenge you, support your growth, and make a real difference, we'd love to hear from you.
Atlantic FCU is proud to be an Equal Opportunity Employer
Requirements
Requirements include up to 3 years of similar or related experience, amazing service and communication skills, the ability and desire to serve as a leader, capacity to learn and utilize our core banking system and related platforms. A high degree of accuracy and confidentiality is key to the role. Previous experience in coaching/mentoring capacity of other employees.
$30k-36k yearly est. 13d ago
Financial Shared Services Associate
Idexx Laboratories 4.8
Finance service representative job in Westbrook, ME
The Financial Shared Services Associate performs a variety of tasks including creation, research and maintenance in relation to customer and vendor data, service contracts, managing aspects of all the Companion Animal Group (CAG) Instrument order lifecycle. This role reviews information to input or upload into SAP and determines best practices and correct procedures. The Financial Shared Services Associate inputs data, audits for accuracy, responds to questions and resolves issues as needed.
This position is hybrid with a minimum of 2-3 days a week onsite at our Global Campus in Westbrook, ME.
What You Will Be Doing:
You will manage new CAG Instrument Order lifecycle; i.e. contract review, SAP data entry, point of sale IDEXX Care Plus, scheduling and coordination with Sales & FSRs.
You will create and maintain equipment service contracts; i.e. IDEXX Care Plus(ICP), Extended Maintenance Agreements (EMA) contracts and DELL hardware renewals.
You will research and maintain equipment master file data.
You will review and process customer credit and debit transaction types; performing research and seeking approvals as needed.
You will audit and validate data for accuracy and ensure adherence to established guidelines and procedures.
You will assist in the design, development, and testing of new and changing functionality within related support systems.
You will understand and support the needs and processes throughout IDEXX Lines of Businesses (LOBs) to provide a level of service which exceeds the customers' expectations.
You will identify, elevate, and contribute to business process improvement initiatives.
You will create and maintain process documentation including work instructions and guidance documents.
You may be asked to perform other duties as assigned.
You will adhere to and model the IDEXX Purpose & Guiding Principles.
What You Need To Succeed:
High school diploma or 2-3 years of equivalent experience. Associates degree preferred.
Data entry skills, including accuracy and speed in a fast-paced, time-critical environment.
Ability to work with variety of systems and databases. SAP knowledge preferred.
Detail-oriented, patient and thorough.
Good customer service skills, with ability to exchange information with wide variety of people.
Verbal and written communication skills.
Organized with ability to multi-task.
Ability to work both individually and as a team player.
PC skills, including Microsoft Office.
What You Can Expect From Us:
Hourly rate $25/hr.
Opportunity for an annual bonus
Health / Dental / Vision Benefits Day-One
5% matching 401k
Additional benefits including but not limited to financial support, pet insurance, mental health resources, volunteer paid days off, employee stock program, foundation donation matching, and much more
Why IDEXX?
We're proud of the work we do, because our work matters. An innovation leader in every industry we serve, we follow our Purpose and Guiding Principles to help pet owners worldwide keep their companion animals healthy and happy, to ensure safe drinking water for billions, and to help farmers protect livestock and poultry from disease. We have customers in over 175 countries and a global workforce of over 10,000 talented people.
So, what does that mean for you? We enrich the livelihoods of our employees with a positive and respectful work culture that embraces challenges and encourages learning and discovery. At IDEXX, you will be supported by competitive compensation, incentives, and benefits while enjoying purposeful work that drives improvement.
Let's pursue what matters together.
IDEXX values a diverse workforce and workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
IDEXX is an equal opportunity employer. Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition, or any protected category prohibited by local, state, or federal laws.
#LI-CB1
$25 hourly Auto-Apply 40d ago
Relationship Banker
Newburyport Bank 3.9
Finance service representative job in Portsmouth, NH
Newburyport Bank is a community bank supported by the strength of our shared services organization, River Run, and banking affiliates, Pentucket Bank and Rollstone Bank and Trust. Together, we shape the evolution of community banking through innovation and strong partnerships, while preserving the personalized service our customers value. Here, you will discover opportunities that will guide you along your professional journey, and allows you to make a meaningful impact in your local community, as you join a team that champions integrity, collaboration, and continuous progress.
Journey Well!
The Relationship Banker provides customer service and recommendations of products and services while reaching established goals. Utilizes the Bank's Service Excellence Standards and product knowledge to develop and manage customer relationships.
Demonstrates and explains additional products and services to customers using a consultative approach, identifying complementary services that add value; aims to cross-sell when appropriate, including during in-branch visits and when completing outbound calls using leads generated from Marketing or customer relationship management (CRM).
Deepens relationships with new and existing customers by discussing and identifying customers' financial needs, including making referrals to other colleagues and departments to ensure customer needs are met.
Opens new consumer and business accounts, certificates of deposit (CDs), and all other ancillary products offered by the Bank. Answers customer questions, provides account opening information, and ensures proper paperwork is completed and entered into the system.
Participates in all Bank business development initiatives including deepening existing customer relationships and promoting banks products and services.
Learns and adheres to all branch operation policies and procedures, including but not limited to check cashing, deposit-taking, account openings, debit card issuance, branch openings and closings, audit and compliance requirements, vault/automated teller machine (ATM) management, and other operational functions.
Services customers by processing a variety of transactions with minimal or no errors, including but not limited to:
accepting checks for cash and deposit
processing payments for loans and other services
maintaining necessary logs and processing mailed deposits
issuing money orders and official checks, processing coin, and ordering customer checks according to Bank policies and procedures
assessing appropriate fees for all services
verifying all transactions, placing holds when appropriate, and balancing assigned drawer upon completion of assigned shift to ensure compliance.
Requirements
High school diploma or equivalent.
Obtain Notary Public commission within the first year of employment.
1-2 years of teller, customer service and/or sales experience.
Cash handling experience preferred.
Basic knowledge and aptitude for math, working with numbers and cash handling.
Demonstrated customer service and oral and written communications skills.
Demonstrated passion and commitment to delivering experiences that enhance clients' financial well-being.
Basic organizational skills.
Proficient with computer software applications and utilizing internet-based applications.
Highly motivated self-starter with a strong work ethic, focused on acting in the best interest of clients while considering the Bank's objectives.
Attention to detail.
Ability to use critical thinking and problem-solving skills to effectively address clients' needs.
Ability to communicate clearly and confidently, easily engaging with clients of all types.
Ability to work collaboratively to achieve goals, fostering and maintaining strong relationships.
Ability to develop banking industry skills and possess qualities needed to provide an exceptional customer experience.
Ability to work effectively as part of a team.
Ability and willingness to work evenings, weekends, and at multiple market locations as required.
Newburyport Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing or service in the military.
If you are an individual with a disability and require a reasonable accommodation to complete the application process, you may contact Human Resources at *************** or call ************.
The salary range represents an estimate based on market data for this position. Final compensation decisions are made based on experience, skills, and internal equity to ensure fairness and consistency across our organization.
Salary Description $21.00-$23.00/hr
$21-23 hourly 9d ago
Banking Associate - Kennebunk
TD Bank 4.5
Finance service representative job in Kennebunk, ME
Hours: 40 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
* Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
* Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
* Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
* Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
* Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
* Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
* Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
* High school diploma or GED
* 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
* Demonstrated Customer Service skills preferred
* Ability to work during operating hours to include evenings, weekends and holidays as scheduled
* Teller experience preferred
* Required to complete Teller training and part 1 of platform training upon hire
* Strong organization skills to handle multiple tasks in a fast-paced environment
* Excellent communication skills with ability to be concise, clear and consistent
* Demonstrated effective problem-solving skills
* Demonstrated ability to schedule and prioritize work
* Demonstrated ability to work independently and within deadlines
* Sound judgment in decision making and problem solving
* Proficient in Microsoft Office
* Notary License preferred
Customer Accountabilities:
* Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
* Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
* Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
* Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
* Understands and supports the Bank's customer service strategy
* Considers the impact of decisions on the well-being of TD, its customers and stakeholders
* Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
* Ensures tasks are performed within established policy and procedures
* Successfully completes all required job specific, compliance-related training
* Understands, utilizes and follows compliance/risk and control programs
* Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
* Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
* Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
* Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
* Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
* Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
* Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
* Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
* Follows policy and procedure for Customer Authentication
* Acts as Dual Control agent when required
* Follows all required open/close procedures
Employee/Team Accountabilities:
* Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
* the team
* Be an active participant in personal performance and development activities
* Acts as a brand champion both internally and externally
* Collaborates with team members in contributing to the success of the team and organization
* Partners as a team player
* Actively seeks opportunities to improve delivery of work with high attention to quality standards
* Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
* Positively embraces change
* Adheres and participates in TD's Shared Commitments
* Models quality service at every Customer interaction
* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
* May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financialservices, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$22-27.8 hourly Auto-Apply 6d ago
Private Client Banker - Maine Area
Jpmorgan Chase & Co 4.8
Finance service representative job in Falmouth, ME
JobID: 210690912 JobSchedule: Full time JobShift: Day : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financialservices, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$67k-159k yearly est. Auto-Apply 40d ago
Customer Service Representative
Us Tech Solutions 4.4
Finance service representative job in Portland, ME
US Tech Solutions is a global staff augmentation firm providing a wide-range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit our website ************************
We are constantly on the lookout for professionals to fulfill the staffing needs of our clients, sets the correct expectation and thus becomes an accelerator in the mutual growth of the individual and the organization as well.
Keeping the same intent in mind, we would like you to consider the job opening with US Tech Solutions that fits your expertise and skillset.
Job Description
style="FONT-FAMILY: times new roman,times,serif">Customer ServiceRepresentative
Portland, ME
6+
months
Description
One year current working
experience customer service environment or one year current experience in a Call
Center.
Ability to be a team player
Exceptional customer service
skills
Strong oral and written communications skills
Strong computer
skills
Ability to multi-task
Additional Information
Saikat Ghosh
Senior Technical Recruiter
10 Exchange Place, Suite 1820,
Jersey City, NJ - 07302
Desk: ************** Ext. 7452
Direct: **************
$31k-35k yearly est. 60d+ ago
Banking Associate - Kennebunk
TDI 4.1
Finance service representative job in Kennebunk, ME
Hours:
40
Pay Details:
$22.00 - $27.75 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
High school diploma or GED
1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
Demonstrated Customer Service skills preferred
Ability to work during operating hours to include evenings, weekends and holidays as scheduled
Teller experience preferred
Required to complete Teller training and part 1 of platform training upon hire
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Demonstrated effective problem-solving skills
Demonstrated ability to schedule and prioritize work
Demonstrated ability to work independently and within deadlines
Sound judgment in decision making and problem solving
Proficient in Microsoft Office
Notary License preferred
Customer Accountabilities:
Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
Understands and supports the Bank's customer service strategy
Considers the impact of decisions on the well-being of TD, its customers and stakeholders
Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
Ensures tasks are performed within established policy and procedures
Successfully completes all required job specific, compliance-related training
Understands, utilizes and follows compliance/risk and control programs
Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
Follows policy and procedure for Customer Authentication
Acts as Dual Control agent when required
Follows all required open/close procedures
Employee/Team Accountabilities:
Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
the team
Be an active participant in personal performance and development activities
Acts as a brand champion both internally and externally
Collaborates with team members in contributing to the success of the team and organization
Partners as a team player
Actively seeks opportunities to improve delivery of work with high attention to quality standards
Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
Positively embraces change
Adheres and participates in TD's Shared Commitments
Models quality service at every Customer interaction
Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financialservices, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$22-27.8 hourly Auto-Apply 7d ago
Relationship Banker
Newburyport Bank 3.9
Finance service representative job in Portsmouth, NH
Job DescriptionDescription:
Newburyport Bank is a community bank supported by the strength of our shared services organization, River Run, and banking affiliates, Pentucket Bank and Rollstone Bank and Trust. Together, we shape the evolution of community banking through innovation and strong partnerships, while preserving the personalized service our customers value. Here, you will discover opportunities that will guide you along your professional journey, and allows you to make a meaningful impact in your local community, as you join a team that champions integrity, collaboration, and continuous progress.
Journey Well!
The Relationship Banker provides customer service and recommendations of products and services while reaching established goals. Utilizes the Bank's Service Excellence Standards and product knowledge to develop and manage customer relationships.
Demonstrates and explains additional products and services to customers using a consultative approach, identifying complementary services that add value; aims to cross-sell when appropriate, including during in-branch visits and when completing outbound calls using leads generated from Marketing or customer relationship management (CRM).
Deepens relationships with new and existing customers by discussing and identifying customers' financial needs, including making referrals to other colleagues and departments to ensure customer needs are met.
Opens new consumer and business accounts, certificates of deposit (CDs), and all other ancillary products offered by the Bank. Answers customer questions, provides account opening information, and ensures proper paperwork is completed and entered into the system.
Participates in all Bank business development initiatives including deepening existing customer relationships and promoting banks products and services.
Learns and adheres to all branch operation policies and procedures, including but not limited to check cashing, deposit-taking, account openings, debit card issuance, branch openings and closings, audit and compliance requirements, vault/automated teller machine (ATM) management, and other operational functions.
Services customers by processing a variety of transactions with minimal or no errors, including but not limited to:
accepting checks for cash and deposit
processing payments for loans and other services
maintaining necessary logs and processing mailed deposits
issuing money orders and official checks, processing coin, and ordering customer checks according to Bank policies and procedures
assessing appropriate fees for all services
verifying all transactions, placing holds when appropriate, and balancing assigned drawer upon completion of assigned shift to ensure compliance.
Requirements:
High school diploma or equivalent.
Obtain Notary Public commission within the first year of employment.
1-2 years of teller, customer service and/or sales experience.
Cash handling experience preferred.
Basic knowledge and aptitude for math, working with numbers and cash handling.
Demonstrated customer service and oral and written communications skills.
Demonstrated passion and commitment to delivering experiences that enhance clients' financial well-being.
Basic organizational skills.
Proficient with computer software applications and utilizing internet-based applications.
Highly motivated self-starter with a strong work ethic, focused on acting in the best interest of clients while considering the Bank's objectives.
Attention to detail.
Ability to use critical thinking and problem-solving skills to effectively address clients' needs.
Ability to communicate clearly and confidently, easily engaging with clients of all types.
Ability to work collaboratively to achieve goals, fostering and maintaining strong relationships.
Ability to develop banking industry skills and possess qualities needed to provide an exceptional customer experience.
Ability to work effectively as part of a team.
Ability and willingness to work evenings, weekends, and at multiple market locations as required.
Newburyport Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing or service in the military.
If you are an individual with a disability and require a reasonable accommodation to complete the application process, you may contact Human Resources at *************** or call ************.
The salary range represents an estimate based on market data for this position. Final compensation decisions are made based on experience, skills, and internal equity to ensure fairness and consistency across our organization.
$32k-44k yearly est. 7d ago
Banking Associate - Gray
TD Bank 4.5
Finance service representative job in Gray, ME
Gray, Maine, United States of America **Hours:** 40 **Pay Details:** $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
**Depth & Scope:**
+ Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
+ Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
+ Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
+ Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
+ Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
+ Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
+ Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
**Education & Experience:**
+ High school diploma or GED
+ 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
+ Demonstrated Customer Service skills preferred
+ Ability to work during operating hours to include evenings, weekends and holidays as scheduled
+ Teller experience preferred
+ Required to complete Teller training and part 1 of platform training upon hire
+ Strong organization skills to handle multiple tasks in a fast-paced environment
+ Excellent communication skills with ability to be concise, clear and consistent
+ Demonstrated effective problem-solving skills
+ Demonstrated ability to schedule and prioritize work
+ Demonstrated ability to work independently and within deadlines
+ Sound judgment in decision making and problem solving
+ Proficient in Microsoft Office
+ Notary License preferred
**Customer Accountabilities:**
+ Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
+ Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
+ Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
+ Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
+ Understands and supports the Bank's customer service strategy
+ Considers the impact of decisions on the well-being of TD, its customers and stakeholders
+ Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
+ Ensures tasks are performed within established policy and procedures
+ Successfully completes all required job specific, compliance-related training
+ Understands, utilizes and follows compliance/risk and control programs
+ Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
+ Is knowledgeable of and complies with TD Code of Conduct
**Shareholder Accountabilities:**
+ Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
+ Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
+ Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
+ Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
+ Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
+ Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
+ Follows policy and procedure for Customer Authentication
+ Acts as Dual Control agent when required
+ Follows all required open/close procedures
**Employee/Team Accountabilities:**
+ Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
+ the team
+ Be an active participant in personal performance and development activities
+ Acts as a brand champion both internally and externally
+ Collaborates with team members in contributing to the success of the team and organization
+ Partners as a team player
+ Actively seeks opportunities to improve delivery of work with high attention to quality standards
+ Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
+ Positively embraces change
+ Adheres and participates in TD's Shared Commitments
+ Models quality service at every Customer interaction
+ Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
+ May train and act as a mentor to newer colleagues
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financialservices, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$22-27.8 hourly 13d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Gorham, ME?
The average finance service representative in Gorham, ME earns between $23,000 and $69,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Gorham, ME