Finance service representative jobs in Holbrook, MA - 1,646 jobs
All
Finance Service Representative
Personal Banker
Customer Service Representative
Bank Specialist
Investment Banker
Finance Associate
Banker
Service Representative
Relationship Banker
Banking Associate
Service Officer
Chief Disability & Refugee Services Officer
Medium 4.0
Finance service representative job in Boston, MA
A nonprofit organization in Boston is seeking a Vice President of Disability and Refugee Services to oversee program delivery. The role includes workforce development management, strategic planning, and team leadership. Ideal candidates possess a bachelor's degree, strong leadership qualities, and 7+ years in relevant services. Join a diverse team committed to empowering individuals and improving community services.
#J-18808-Ljbffr
$57k-89k yearly est. 3d ago
Looking for a job?
Let Zippia find it for you.
CSR Planner
Integration International Inc. 4.1
Finance service representative job in Foxborough, MA
Job Details:
Job Title: CSR Planner
Pay Rate: $25-$27/hour (W2, No Benefits) - based on experience
Schedule: 1st Shift | 7:30 AM - 4:00 PM
Duration: 1-Year Contract with Potential for Permanent Conversion
About the Role:
We are hiring a CSR Planner to join a highly technical, engineering-driven manufacturing plant specializing in instrumentation materials. This role is based onsite in Foxborough, MA, and supports a close-knit team of approximately 20 professionals across Customer Service, Planning, and Purchasing.
You'll work in a diverse, collaborative environment where teamwork is encouraged, ideas are valued, and everyone has the opportunity to contribute to team discussions and process improvement initiatives. This role is ideal for someone seeking career growth, upward mobility, and hands-on experience within a complex manufacturing operation. Periodic travel may be available for training opportunities.
Key Responsibilities:
Enter and manage customer orders, interpret requests, and assign work to appropriate team members.
Serve as a liaison between internal teams and external customers, coordinating with manufacturing, sales, distribution, and field service.
Handle customer inquiries and complaints related to order status, production, delivery, and billing in a timely and accurate manner.
Perform order processing, error correction, and maintenance for order-based and proposal-based requests.
Coordinate product selection, order placement, delivery schedules, and expediting with customers.
Proactively resolve customer issues to strengthen relationships and drive positive feedback.
Provide product information, including limited technical details when required.
Maintain and update data across systems such as SAP, Quote-to-Cash, Salesforce, Buy Automation, shared drives, and external portals.
Qualifications:
No degree required.
Strong verbal and written communication skills.
Ability to prioritize work, meet deadlines, and work independently in a fast-paced environment.
Proven ability to build and maintain effective working relationships with internal and external partners.
Strong mediation, negotiation, and facilitation skills.
Working knowledge of Microsoft Windows and standard business applications (Word, Excel, Access).
Experience using Salesforce is preferred.
SAP experience is a plus.
Why Consider This Role?
Engineering-focused manufacturing environment.
Collaborative and diverse team culture.
Opportunity to grow skills and advance within the organization.
Potential for permanent conversion.
If you enjoy customer interaction, thrive in a manufacturing or engineering setting, and are eager to grow your career, we'd love to hear from you.
$25-27 hourly 3d ago
Teller/Banker/Banking Associate
Hiretalent-Staffing & Recruiting Firm
Finance service representative job in Johnston, RI
Job Posting Title: Teller/Banker/Banking Associate
Shift timing: 8:30am - 5:00pm (MON to FRI)
03+ Months contract with possible extension
Summary: We're seeking a Business Support Analyst to support daily ACH Operations, including ACH origination/receipt activities and customer inquiries. This role is fast-paced and requires strong accuracy, communication, and time-management skills.
Key Responsibilities:
Handle daily Receiving Depository (RDFI) functions.
Provide phone/email support to corporate customers and internal teams.
Research and resolve ACH account inquiries.
Follow all bank policies, procedures, and SLAs.
Support daily/monthly deadlines.
Learn new systems/processes and assist in more complex ACH functions over time.
Qualifications:
3-5 years of experience in Financial Operations.
Strong attention to detail and ability to perform repetitive tasks accurately.
Excellent communication and customer-service skills.
Proficient in MS Outlook and basic MS Office tools.
Strong team player, reliable, and adaptable.
$64k-126k yearly est. 3d ago
Customer Service Representative
Medicare Joe
Finance service representative job in Lincoln, RI
Rate: $21 per hour to $23 per hour upon completion of training (60 days)
Schedule: 8:30AM-5PM
Who We're Looking For
We are looking for dependable, detail-oriented individuals who want to be part of a growing, mission-driven team. As a member of our Customer Service Team, you'll work in a supportive, positive culture surrounded by people who care about doing great work and helping others.
We are interested in candidates who demonstrate motivation, ownership, and a willingness to grow in their role-not someone just looking to clock in and out. If you're ready to contribute to a company that values performance, learning, and team collaboration, this may be the opportunity for you.
Position Summary
As a Customer ServiceRepresentative at Medicare Joe , you'll be the first point of contact for our clients-providing high-quality service and support as they navigate their Medicare coverage. You'll begin as a Customer Service Trainee, mastering the basics of Medicare support, tools, and communication. Upon successful completion of your training, you'll advance into the Advisor role where you'll handle more complex service needs and provide internal support to our sales team.
This is a full-time, onsite role that plays a vital part in client satisfaction, internal coordination, and our day-to-day operations.
About Medicare Joe
We are Medicare Joe , one of the fastest-growing insurance agencies in the country. We provide expert Medicare education and guidance to seniors, helping them select the health plan that best fits their needs. We are growing by the day, and our mission is to simplify the Medicare process and serve every client with clarity, compassion, and integrity.
We are resourceful and results-driven in our pursuit to see every team member reach their personal, professional, and financial goals through the work we do together. Our core values are the backbone of our business and guide our hiring process: we are accountable, team-oriented, and act with integrity.
We Provide:
Hands-on training and development for the Medicare space
Clear promotion track from Trainee to Advisor within 60-90 days
Structured support from managers and senior team members
Opportunities for long-term growth in operations, licensing, or leadership
A professional yet fun and collaborative work environment
Performance Objectives
Learn and apply basic Medicare knowledge
Complete our 60-day onboarding and training curriculum
Handle 20-40 calls and texts/day with professionalism
Complete 20-30 daily client service tasks and follow-ups
Answer Medicare-related questions with confidence and clarity
Support agents by prepping clients for transfers and resolving escalated issues
Handle claim and carrier concerns with efficiency and ownership
Use internal systems (CRM, GHL) to manage all client documentation
Take full ownership of your customer interactions and tasks by end of day
Collaborate with leadership to resolve client issues
Participate in feedback sessions and ongoing coaching
Key Competencies
Professional, friendly communication-both written and verbal
Organized and efficient with daily task management
Comfortable using Google Workspace (Docs, Sheets, Drive) and Microsoft Office (Word, Excel, Outlook) for communication and documentation
Strong problem-solving skills and ability to take initiative
Willingness to learn and grow through coaching
Ability to manage high volume and multitask under pressure
Detail-oriented and accurate with documentation
Team player with a positive attitude
Committed to delivering a high standard of service
Education & Experience
Bachelor's degree (preferred)
1+ year in customer service, admin, or healthcare support roles
Experience with CRM tools or inbound call handling is a plus
Must be comfortable working in a fast-paced, collaborative office
Physical Requirements
Prolonged periods sitting at a desk, using a computer and phone
Must be able to communicate clearly over the phone and in person
Onsite presence required in our Lincoln, RI office (this is not a remote role)
Benefits
401(k) with company match
Paid vacation time (2 weeks after 3 months of employment)
Paid holidays
Paid professional training & development
Paid continuing education for compliance and licensing
Company and individual performance incentives
$21-23 hourly 1d ago
Customer Service Representative (Insurance)
Talentburst, An Inc. 5000 Company 4.0
Finance service representative job in Worcester, MA
Role : ServiceRepresentative - CL Customer Service Center
Duration : 6 Months+
Mode: Hybrid (3 days per week onsite)
Six-month temp to hire employment offering comprehensive job training and continued mentorship ongoing. Expectation is that total compensation increases upon successfully meeting requirements for permanent employment
We are actively hiring multiple ServiceRepresentatives to join their Commercial Lines Customer Service Center team on a temp to hire basis, located at their corporate office in Worcester, MA.
We are an industry leading Property & Casualty Insurance Co. with over 160 years of rich history and tradition. Recognized as One of America's Top Employers (Forbes) and A Best Places to Work (Business Insurance)
Flexible Schedule: Monday - Friday 8:30am-5:00pm (during training for the first 2-4 weeks); Monday - Friday 9:30am-6:00pm OR 10:30am-7:00pm (after training)
Position Overview/Summary:
As a ServiceRepresentative in the Commercial Lines team, you will be responsible for managing customer contact and for providing timely, quality service to Agents, commercial policy holders, and vendors primarily by phone and email. This includes handling incoming/outbound phone calls, issuing certificates of insurance, and other policy servicing items.
Responsibilities/Essential Functions:
Respond to customer requests from a variety of sources and handle calls & email from policyholders, agents, peers or others.
This team primarily handles indexing several CSC Outlook mailboxes, inbound phone calls related to billing and certificates , makes outbound callouts for New Business, Renewal and Customer Satisfaction calls, and completes a large volume of Certificate of Insurance Requests.
Other areas of focus could include, First Party Collections calls/emails, Returned Mail calls/email requests and incoming Voice emails.
Provide timely, quality service to Agents, commercial policy holders, and vendors.
May answers telephone inquiries from Commercial lines policy owners and Agents for certificate requests .
Completes certificate of insurance and ID card requests within service level expectations.
After an acclimation period, ServiceRepresentatives are expected to meet a Productivity goal. This goal varies based on focus.
In order to provide coverage for incoming calls and email volumes, scheduling of shifts is very structured. Team members are expected to meet a 94% adherence goal. Adherence is a goal based on following a daily schedule, which includes start and ending shifts on time, scheduled lunches and breaks, etc.
All our calls are recorded for Quality purposes, Call and Certificate Quality is reviewed monthly.
Key Measures of Success:
Service
Quality
Productivity
Education and Experience:
College degree preferred but not required.
Typically have 2 or more years of related experience in the areas of Customer Service. Preferred working knowledge of Commercial Rating and Agency Customer Service.
Proficiency in operating and interpreting proprietary software programs. Possesses the knowledge to access all applicable on-line resources.
Demonstrated strong written and oral communication skills including active listening skills with an ability to tailor the content to the specific audience.
Demonstrated professional telephone etiquette.
Demonstrated ability to work well within a team environment .
#TB_EN
$36k-42k yearly est. 18h ago
Finance Associate / Cost Accounting
Vatn Systems
Finance service representative job in Bristol, RI
About the Company
We're an innovative startup building the next generation of unmanned underwater vessels (UUVs) - autonomous systems designed to explore, protect, and operate beneath the ocean's surface. Our mission is to push the boundaries of marine technology, and we're looking for passionate people ready to grow with us.
As we scale production and expand operations, we're building out our finance function - and that's where you come in.
About the Role
As our Cost Accounting / Finance Associate, you'll be a key member of a small, agile finance team focused on building robust cost systems and financial processes from the ground up. You'll analyze production costs, partner with engineering and operations teams, and help us make smarter, data-driven decisions as we scale our manufacturing of cutting-edge marine systems.
This is a great opportunity for someone with a strong accounting foundation who wants to have real impact, learn fast, and grow with an emerging tech company.
What You'll Do
Build and maintain cost tracking systems for materials, labor, and overhead across UUV production and R&D programs.
Analyze manufacturing variances, identify cost drivers, and recommend efficiency improvements.
Partner with operations, supply chain, and engineering to ensure accurate cost allocation and reporting.
Support month-end close, accounting, reconciliations, and cost-of-goods-sold (COGS) reporting.
Assist with inventory valuation, BOM accuracy, Routings and cost roll-ups.
Contribute to financial models for pricing, proposals, and project forecasting.
Help design and implement scalable financial processes and ERP tools as the company grows.
Ensure compliance with internal controls and support audit preparation.
Support processes related to DCAA compliance and government contracting as the company expands into defense programs.
What You Bring
Education: Bachelor's degree in Accounting, Finance, or related field, Master or MBA preferred.
Experience: 3-5 years in cost accounting, finance or FP&A roles (preferably in a manufacturing, engineering, or hardware startup environment).
Preferred: CPA certification (or working toward it) and familiarity with DCAA compliance including FAR/CAS rules a plus.
Technical Skills:
Strong knowledge of cost accounting principles and GAAP.
Advanced Excel / Google Sheets skills (pivot tables, lookups, data modeling).
Experience with ERP systems (NetSuite, SAP, Microsoft Dynamics or similar).
Strong understanding of manufacturing processes, BOMs, Routings and inventory control.
Soft Skills:
Entrepreneurial mindset and eagerness to build from the ground up.
Analytical, detail-oriented, and comfortable in a fast-moving environment.
Excellent communication and collaboration skills across technical and non-technical teams.
Why Join Us
Be part of a pioneering team in autonomous marine technology.
Help shape the finance and cost accounting systems for a growing startup.
Career growth opportunities as we scale - potential to move into senior finance or operations roles.
A mission-driven, innovative culture that values initiative, curiosity, and collaboration.
Compensation package
Compensation: Base, equity, bonus, employee benefits, 401k, Unlimited PTO
Equal Opportunity Statement
Vatn is an equal opportunity employer, and we welcome candidates from all backgrounds to apply. We look forward to reviewing your application and potentially having you join our team in shaping the future of autonomous underwater exploration.
$47k-84k yearly est. 4d ago
Customer Service Representative
Net2Source (N2S
Finance service representative job in Marlborough, MA
Qualifications:
Must have SAP experience and be able to work with Microsoft office systems.
Must have background knowledge of inventory process, have some experience with chemical distribution, and detailed order entry and shipping.
We expect that this candidate has customer service skills within the chemical industry, be organized, able to multitask, and be people oriented.
This person should have great communication skills, as they will be communicating with all levels of colleagues, and multiple departments within our company.
We request this person to have moderate domestic order knowledge, including Inco Terms, and experience with the overall concept of the exporting process.
This candidate should also have knowledge of overall shipping, chemical distribution, and supply chain knowledge.
In addition, we would prefer this person to be able to contribute in a corporate setting.
$32k-41k yearly est. 1d ago
Blood Bank Specialist in Massachusetts
K.A. Recruiting, Inc.
Finance service representative job in Avon, MA
I'm hiring for a Blood Bank Specialist in Masschusetts! Under the direction of the supervisor, the Blood Bank Specialist coordinates the operation of the blood bank section of the Clinical Laboratory. Duties include but are not limited to: selection, orientation and training of staff, quality control activities, quality improvement activities and the capability to perform all testing of donors and patients.
Location: Near Avon, MA
Type: Full-time and permanent
Shift: Days, 7a-3:30p
Requirements: College degree; ASCP cert; prior experience, including blood bank
Pay: Discussed during interview!
Benefits: 401k; health, dental, and life insurance; PTO, etc.
Offering
My clients are offering a competitive compensation and benefits package (PTO, health insurance, etc.), with potential for sign-on bonus and/or relocation assistance! There are many opportunities for growth with this company.
To apply, email your resume to leah@ka-recruiting.com/call or text 617-746-2751! You can also schedule a time to chat here - https://calendly.com/leahkarecruiting/10min .
REF#LM7742
Blood Bank Specialist, Blood Bank Medical Technologist, Blood Bank Medical Laboratory Scientist, Blood Bank, Blood Bank Med Tech, Blood Bank MLS, Blood Bank MT
Massachusetts, Avon, Randolph, Abington, Bridgewater, Stoughton, Canton, Easton, Raynham, Braintree, Rockland, Hanover, Taunton, Middleborough
Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emphasis on reliability and outstanding customer support and our customers include over 85 of the Fortune 100. Granite has over $1.85 Billion in revenue with more than 2,100 employees and is headquartered in Quincy, MA. Our mission is to be the leading telecommunications company wherever we offer services as well as provide an environment where the value of each individual is recognized and where each person has the opportunity to further their growth and achieve success.
Granite has been recognized by the Boston Business Journal as one of the "Healthiest Companies" in Massachusetts for the past 15 consecutive years.
Our offices have onsite fully equipped state of the art gyms for employees at zero cost.
Granite's philanthropy is unparalleled with over $300 million in donations to organizations such as Dana Farber Cancer Institute, The ALS Foundation and the Alzheimer's Association to name a few.
We have been consistently rated a "Fastest Growing Company" by Inc. Magazine.
Granite was named to Forbes List of America's Best Employers 2022, 2023 and 2024.
Granite was recently named One of Forbes Best Employers for Diversity.
Our company's insurance package includes health, dental, vision, life, disability coverage, 401K retirement with company match, childcare benefits, tuition assistance, and more.
If you are a highly motivated individual who wants to grow your career with a fast paced and progressive company, Granite has countless opportunities for you.
EOE/M/F/Vets/Disabled
General Summary of Position:
Granite has an immediate need for associates in the Managed Services department to work on configurations and activations of our managed services products. We are looking for representatives, preferably with experience in network routing and switching or relevant technical background willing to learn and excel in the field. This individual will be responsible for contributing to the technical implementation of our SDWAN and Security products at customer locations, from strategic planning and order configurations through to turning up and troubleshooting network devices. This position offers talented technical individuals the opportunity to work with some of the leading Security and SDWAN products on the market and fine tune their skills in a specialized expertise.
Duties and Responsibilities:
Work with internal resources to configure Managed Services products and devices
Create configuration modifications alongside engineering to support project scale and execution
Reconfigure devices as needed in troubleshooting environment
Act as first level of troubleshooting during initial site turn up
Develop and promote subject matter expertise and platform proficiency
Work directly with customers on calls to facilitate network deployment
Provide Day 1 Support for SDWAN and Security products at customer locations
Required Qualifications:
Entry level experience with network security and SDWAN products and concepts; Fortinet, Juniper, etc
Understanding of Networking, TCP/IP, Routing, Switching, SD-WAN
Experience in customer facing technical support roles
Ability to work independently and make judgement calls to resolve issues
Strong organizational skills, goal-oriented
Excellent multitasking ability
Demonstrative critical thinking and analytical problem-solving skills
Availability to work overtime if required
Solid work ethic
Preferred Qualifications:
CCNA/CCNP certification or equivalent
Fortinet NSE certification or equivalent
Bachelor's Degree in Computer Science, Network Design, Network Security or related field
Experience with coding and automation platforms such as Python, Javascript or similar
P2 Clearance / Government Agency Clearance
#LI-JH1
$38k-61k yearly est. 6d ago
Investment Banking Vice President, Technology - San Francisco
Moelis & Company 4.9
Finance service representative job in Boston, MA
Investment Banking Vice President, Technology - San Francisco page is loaded## Investment Banking Vice President, Technology - San Franciscolocations: San Francisco: Bostontime type: Full timeposted on: Posted 5 Days Agojob requisition id: REQ101690*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are seeking an experienced Vice President to join our Technology team in San Francisco.**Primary Responsibilities:*** Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations* Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections* Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services* Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector* Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing**Required Skills & Experience:*** Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level* Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector* Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills* Ability to effectively adapt to and address changing client and firm needs**Education:*** An MBA from a top-tier business school or equivalent investment banking experience* Five or more years of relevant work experience**Expected Salary:** $250,000 USD*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X .
#J-18808-Ljbffr
$250k yearly 3d ago
Personal Banker II
Needham Bank 3.8
Finance service representative job in Dedham, MA
Job Level : Any
Level of Education :
Job Type : Full-Time/Regular
Date Updated : 11/20/2025
Years of Experience : Any
Starting Date : Invalid Date
Salary : $0
Job Summary: Proficiently perform teller function processing transactions with accuracy and balance according to the Bank's standards, procedures and policies. Broaden customer relationships by providing account solutions to customer needs and requests, through account opening and maintenance activities. Be a passionate advocate of Needham Bank, demonstrating its core values within the community.
ESSENTIAL DUTIES & RESPONSIBILITIES
Perform all Personal Banker I duties:
Demonstrate awareness, commitment and dedication to servicing and building customer relationship
Gain full knowledge of the products and services offered by the Bank
Provide a complete range of customer services at the bank, including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts
Promote bank products, contributes to referrals and refer or resolve customer inquiries concerning accounts or other banking services
Responsible for operational compliance and adherence to bank policies and procedures
Gain full understanding and knowledge of the teller function
Consistently deliver exceptional customer service
Research and analyze data in order to resolve more complex customer problems. Answer customer questions with accounts and transactions and explore ways to resolve difficult issues
Develop and maintain knowledge of products and services; stay abreast of changes and anticipate which products and services may benefit customers in order to communicate offerings
Assists in training and development of tellers and personal bankers; communicates with bank Retail Trainer and participates in assigned training activities
Assists and acts as backup to Assistant Branch Manager, Teller Manager, or Head Teller as needed
Perform additional duties as requested, needed or assigned
Experience and Skills
JOB REQUIREMENTS
Knowledge required for Personal Banker I role:
Ability to work a flexible schedule based on the hours of operation of the Bank, including Saturday mornings
Ability to lift 30 pounds
Basic knowledge of keyboard and computer skills
Ability to perform basic arithmetic operations with the use of a calculator
Must have basic business acumen and professionalism
Ability to build strong relationships and alliances across the organization, exceed customer expectations, ability to adapt to change, reliable and highly motivated
Must have reliable transportation
Fluent in written and verbal English
Willing to become a Notary Public in MA
Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)
EDUCATION & EXPERIENCE
High School Diploma or GED
Two plus years of teller or cash handling experience with accurate balancing record
Customer service experience and/or sales experience preferred
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
PAY RANGE: $22.57 - $29.35 - hourly
The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
Back to job search
$22.6-29.4 hourly 2d ago
2026 Municipal Banking Rotation Program
Banktalent HQ
Finance service representative job in Whitinsville, MA
We have a Unique opportunity to join our Municipal Banking team as part of the 2026 Municipal Banking Rotation Program. This position reports directly to our Sr. Municipal Leadership Team and will work closely with other teams across the Bank. We are group of talented, professional individuals passionate about supporting our customers and co-workers. We're looking for someone who thrives in a position where delivering exceptional customer service is expected, who gets excited about learning new things, and wants to work in an environment where no two days will ever be the same. If being part of a team that gets to make a difference in their community is what you have been looking for - then come join us!
Important Dates
Application portal will be open January 2026
Applications will be received until March 28, 2026
Final Decisions will be made by April 18, 2026
Offers must be accepted by May 9, 2026
Position Overview
The Municipal Banking Rotation Program is a 3-year rotational program designed to help you launch a challenging, accelerated and rewarding career. You'll have the tools to build a strong foundation across all the products and services available to support our Municipal client base, while also building strong client relationship skills.
Throughout your rotations, you'll be an integral part of the team and have a wide variety of hands-on experiences. You'll develop a thorough understanding of our UniPay product and platform, while also learning the fundamentals of relationship management. Ongoing training will provide an in-depth look into critical teams and support functions, offering you a unique perspective across the Bank.
You'll receive ongoing mentorship and career development from seasoned leaders and executives across UniBank, helping you build the necessary skills, competencies, and experiences to accelerate your career. Challenging team and individual projects, client interaction, and broad business exposure will allow you to develop a strong foundation.
UniPay Rotation: Year 1
The foundation of our Municipal Banking Rotation is a solid understanding of the UniPay product and platform.
As part of the on-the-job UniPay training, by the end of year one you will:
Become skilled in understanding the UniPay system capabilities, both back-end and front-end, by pairing up with designated UniPay support staff and relationship managers for informational sessions and training, both in the office and on the road visiting municipal clients.
Be able to provide a comprehensive UniPay demo without assistance and become skilled at discussing system enhancements and their functionality.
Identify sales opportunities by reviewing client portfolios and recognizing how UniPay can create efficiencies and streamline processes for various municipal departments.
UniPay Training will continue into the 2 nd and 3 rd year rotation as it is essential to maintain UniPay skills learned in year one. The development of the UniPay system is ongoing and staying up to date on newly added features and functionality is vital to be successful in this training program.
Participants will also participate in the UniBank Explore, Early Career Training Program.
Municipal Banking Rotation: Year 2 & 3
The Municipal Banking Rotation is a combination of on-site and client facing interactions.
By the end of year 2, you will:
Acquire a complete understanding of all municipal banking products and cash management services and be able to discuss with fluidity.
Become skilled in piecing together why a client or prospect would need or want a particular account or service the Bank offers and learn techniques of how to approach and present this information to existing or prospective clients. Develop effective and polished verbal and written communication skills.
Identify potential sales opportunities and customer trends by reviewing various municipal reports, understand the importance of pre-call planning, implement an effective calling program, and learn to create reports for sales tracking and calling efforts.
By the end of year 3, you will:
Know who your competitors are, what services they offer, and what distinguishes UniBank from them.
Master the milestones from year 1 and 2 rotation.
Attend municipal association meetings and conferences as required, build confidence in navigating the room and interacting with clients in social settings.
Participants will also Participate in the UniBank Client & Relationship Sales Programs.
Education, Training and Work Experience
Bachelor's degree in business related field required.
Professional experience in a finance, sales, or other customer-facing position through internships, part-time or full-time work, and/or extracurricular activities preferred.
Excellent verbal, written and interpersonal communication skills.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
Must be self-motivated with strong initiative, accountability, and attention to detail.
Willingness to travel as needed.
About UniPay & UniPay Direct
UniPayDirect TM , Inc. was founded in 2009. A subsidiary of UniBank, UniPayDirect offers a user-friendly, state-of-the-art online and over-the-counter payment solution that streamlines processing and administration. The product, UniPayDirect TM , is based off of UniBank's corporate product, UniPay Gold TM , which is sold directly to banks, municipalities, government agencies, and organizations throughout Massachusetts.
UniPay is a proprietary, open-ended, and highly flexible online payment platform that streamlines online payment processing, allowing you to accept electronic payments and credit card payments quickly and securely online. UniPay allows for one-time and reoccurring payments, registration-based payments, electronic invoicing and much more. UniPay online payment processing services apply to small, medium, and enterprise businesses and non-profits and can be customized to suit your specific needs. The levels of customization range from a very simple and straightforward payment screen to one with more robust and sophisticated functionality including pre-populated forms and interface capabilities.
About our Municipal Banking Team
UniBank is one of the few community banks in Massachusetts to develop an entire department exclusively committed to the municipal industry. Our Municipal Banking Division is highly regarded in the municipal marketplace with over 215 collective years of experience doing business with more than 85% of the 351 cities and towns across the Commonwealth.
About UniBank
We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses, and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history. We are an exception to the rule.
We are unique. Unique to people. Unique to business. Unique to local government.
We are UniBank. Bank Different. Bank Unique.
This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements.
UniBank is committed to fair, competitive, and market-informed pay for our employees. The estimated salary range for this position is $55,000 to $65,000. Final offer will be determined based on a particular candidate's unique combination of factors such as skills, education, experience and certifications. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current employees as part of any final offer. UniBank supports the internal growth and development of our employees and so it is rare to have an initial employment offer at the top of a positions pay grade. As a candidate, you are encouraged to have an open conversation with the hiring team regarding any compensation and benefit related questions.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability.
Participant in E-Verify
$55k-65k yearly 2d ago
Service Representative
Teksystems 4.4
Finance service representative job in Worcester, MA
As a ServiceRepresentative in the Commercial Lines team, you will be responsible for managing customer contact and for providing timely, quality service to Agents, commercial policy holders, and vendors primarily by phone and email. This includes handling incoming/outbound phone calls, issuing certificates of insurance, and other policy servicing items.
Responsibilities/Essential Functions:
* Respond to customer requests from a variety of sources and handle calls & email from policyholders, agents, peers or others.
* This team primarily handles indexing several CSC Outlook mailboxes, makes outbound callouts for New Business, Renewal and Customer Satisfaction calls, and completes a large volume of Certificate of Insurance Requests.
* Other areas of focus could include, First Party Collections calls/emails, Returned Mail calls/email requests and incoming Voice emails.
* Provide timely, quality service to Agents, commercial policy holders, and vendors.
* May answers telephone inquiries from Commercial lines policy owners and Agents for certificate requests.
* Completes certificate of insurance and ID card requests within service level expectations.
* After an acclimation period, ServiceRepresentatives are expected to meet a Productivity goal. This goal varies based on focus.
* In order to provide coverage for incoming calls and email volumes, scheduling of shifts is very structured. Team members are expected to meet a 94% adherence goal. Adherence is a goal based on following a daily schedule, which includes start and ending shifts on time, scheduled lunches and breaks, etc.
* All our calls are recorded for Quality purposes, Call and Certificate Quality is reviewed monthly.
*Skills*
Customer service, Call center, Customer support
*Top Skills Details*
Customer service,Call center,Customer support
*Experience Level*
Entry Level
*Job Type & Location*This is a Contract to Hire position based out of Worcester, MA.
*Pay and Benefits*The pay range for this position is $15.00 - $15.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a hybrid position in Worcester,MA.
*Application Deadline*This position is anticipated to close on Jan 23, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$15-15 hourly 6d ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Finance service representative job in Boston, MA
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$110k-200k yearly Auto-Apply 43d ago
Blood Bank Specialist in Massachusetts (SBB Required)
K.A. Recruiting, Inc.
Finance service representative job in Bridgewater, MA
Looking for a new Blood Bank Med Tech job? My name is Leah and I'm a healthcare recruiter, I'm here to help! I have a Blood Bank Specialist role available near Bridgewater, Massachusetts! Details - Full-time and permanent - Shift: Days - Opportunities for growth
- Full, comprehensive benefits package (PTO, health insurance, life insurance, 401k, etc)
Requirements
- College degree
- ASCP cert (SBB)
- Prior experience, including blood bank
Click apply or email your resume to leah@ka-recruiting.com/call or text 617-746-2751! You can also schedule a time to chat here -https://calendly.com/leahkarecruiting/10min.
REF#LM4245
$34k-54k yearly est. 4d ago
Banker II
Banktalent HQ
Finance service representative job in Walpole, MA
It is the responsibility of the Banker II to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Banker II promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution.
Responsibilities
Customer Experience - Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Banker II is proficient in all Banker I requirements. In addition, they are proficient with basic trust accounts, powers of attorney, basic IRAs, foreign wires, safe deposit box opening and basic consumer and real estate lending products, among other technical and people skills.
Operational Excellence - Ensures quality and accuracy of work. The Banker II possesses a firm understanding of the Bank's digital products, as well as our other products and services, and demonstrates sound technical knowledge. They stay informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others.
Teamwork - Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.
Credibility - Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and the Bank's strategic goals.
Decision Making - Understands and complies with Bank policies and procedures. Is aware of potential risks and alerts branch supervisors as appropriate. Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Recognizes warning signs of fraud and escalates appropriately.
Miscellaneous - Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required.
Requirements
Education
High School Diploma or its equivalent is required
some college
Work Experience
1-2 years Banker or similar customer service-related experience within banking is required
Knowledge, Skills, and Abilities
Must possess knowledge of basic math principles and be able to perform basic mathematical procedures.
Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
Must possess strong attention to detail.
Must possess at least intermediate technology skills, including knowledge of Microsoft Office.
Must be able to work extended and weekend hours.
Scheduling and work location flexibility required.
Must be able to sit for extended periods of time.
Must be able to stand for extended periods of time and lift 25 pounds.
Licenses and Certifications
Must attain designation of Notary Public within 6 months. Required
Expected Pay Range
From: $37,927
To: $54,024
The pay range is the salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data.
EEO Statement
Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities
$37.9k-54k yearly 2d ago
Digital Banking Specialist
Needham Bank 3.8
Finance service representative job in Needham, MA
Job Level : Any
Level of Education : High School/GED
Job Type : Full-Time/Regular
Date Updated : 10/30/2025
Years of Experience : Any
Starting Date : Invalid Date
Salary : $0
Job Summary: Under the direction of the Digital Banking OAO Manager, originate, process, and service the digital banking portfolio including account origination, maintenance, servicing, and reconciliation in accordance with state and federal regulatory compliance guidelines.
Qualifications:
To perform this job successfully, the individual must be able and willing to perform all essential duties satisfactorily. This document is not intended to be an exhaustive list of all essential duties required. Reasonable accommodations, as determined by management on a case-by-case basis, may be made to enable individuals with disabilities to perform essential duties.
ESSENTIAL DUTIES & RESPONSIBILITIES
Review Online Account Opening (OAO) applications, ensuring applicant identities have been validated, accounts have been funded, and all ancillary services have been appropriately established.
Provide customer support via phone and email related to digital banking areas.
Review and process Consumer Online Banking applications.
Monitor closed online banking agreements and perform necessary maintenance
Create monthly activity reports; pull daily system reports for review, follow up and communicate outstanding issues on a regular basis
Perform daily responsibilities of associated digital banking services, such as Zelle, External Transfers, Loan Payment, Money Management, etc. Provide internal/external system support
Review and process business and/or consumer remote deposit capture items for timely delivery to processor
Assist with day 2 balancing and review process of all remote deposit capture services
Review and monitor anomalies in the online banking channel using fraud detection system
Contact customers and/or branch personnel in response to unusual or suspicious activity. Work with other department team leaders on cases
Creating and updating digital banking procedures; provide assistance and guidance to branch personnel regarding digital banking policies and procedures
Provide assistance with Quicken/QuickBooks inquiries/troubleshooting
Work with vendors and outside service providers to ensure operational performance standards are maintained
Assist in digital banking system projects, system upgrades and system change notification related to digital banking and help facilitate duties including customer correspondences, tracking, updating customer information systems and performing other functions to ensure compliance with state and federal guidelines
Provide assistance and backup with all digital delivery channels and processes
Provide prompt, courteous service to internal/external customer promoting professionalism, confidentiality and the desire to assist
Assist as back up to all other functions in Digital Banking
Perform additional duties as requested, needed or assigned
Experience and Skills
JOB REQUIREMENTS
Highly motivated and experienced managing multiple tasks
Demonstrate and promote a high ethical standards and behaviors
Strong customer service and problem-solving skills
Strong knowledge and understanding of digital banking processes and terminologies
Maintain a professional manner at all times
Be an active TEAM player
Adapts and helps other manage change
Perform additional duties as requested or assigned
Strong computer and technical skills
Fluent in written and verbal English communication skills
Must have reliable transportation; must be flexible and able to adapt to new job locations and re-assignments as directed
Ability to adhere to Needham Bank's Core Values (Quick-Decision Making, Reliability, Relationship-Based Focus & Quality Service)
EDUCATION & EXPERIENCE
High school diploma or equivalency required
Knowledge of banking preferred
Prior digital banking experience a plus
WORKING CONDITIONS/PHYSICAL DEMANDS
Normal business office environment
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
PAY RANGE: $20.04 - $26.05 - hourly
The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
Back to job search
$20-26.1 hourly 2d ago
Personal Banker
Needham Bank 3.8
Finance service representative job in Boston, MA
Job Level : Any
Level of Education : High School/GED
Job Type : Full-Time/Regular
Date Updated : 01/09/2026
Years of Experience : Up to 2 Years
Starting Date : Invalid Date
Salary : $0
Job Summary: Proficiently perform teller function processing transactions with accuracy and balance according to the Bank's standards, procedures and policies. Broaden customer relationships by providing account solutions to customer needs and requests, through account opening and maintenance activities. Be a passionate advocate of Needham Bank, demonstrating its core values within the community.
Qualifications:
To perform this job successfully, the individual must be able and willing to perform all essential duties satisfactorily. This document is not intended to be an exhaustive list of all essential duties required. Reasonable accommodations, as determined by management on a case-by-case basis, may be made to enable individuals with disabilities to perform essential duties.
ESSENTIAL DUTIES & RESPONSIBILITIES
Demonstrate awareness, commitment and dedication to servicing and building customer relationship
Gain full knowledge of the products and services offered by the Bank
Provide a complete range of customer services at the bank, including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts
Promote bank products, contributes to referrals and refer or resolve customer inquiries concerning accounts or other banking services
Responsible for operational compliance and adherence to bank policies and procedures
Gain full understanding and knowledge of the teller function
Consistently deliver exceptional customer service
Perform additional duties as requested, needed or assigned
Experience and Skills
JOB REQUIREMENTS
Ability to work a flexible schedule based on the hours of operation of the Bank, including Saturday mornings
Ability to lift 30 pounds
Basic knowledge of keyboard and computer skills
Ability to perform basic arithmetic operations with the use of a calculator
Must have basic business acumen and professionalism
Ability to build strong relationships and alliances across the organization, exceed customer expectations, ability to adapt to change, reliable and highly motivated
Must have reliable transportation
Fluent in written and verbal English
Willing to become a Notary Public in MA
Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)
EDUCATION & EXPERIENCE
High School Diploma or GED
Two plus years of teller or cash handling experience with accurate balancing record
Customer service experience and/or sales experience preferred
PAY RANGE: $20.04 - $26.05 - hourly
The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
Back to job search
$20-26.1 hourly 2d ago
Relationship Banker
Banktalent HQ
Finance service representative job in Blackstone, MA
We have a Unique opportunity to join our team as a full-time Relationship Banker based in our Sutton location! We are group of talented, professional individuals passionate about supporting our customers and co-workers. We're looking for someone who thrives in a position where delivering exceptional customer service is expected, who gets excited about forming relationships with customers, and wants to work in an environment where no two days will ever be the same. If being part of a team that gets to make a difference in their community is what you have been looking for - then come join us!
Position Overview
Responsible for all customer service duties including sales and relationship management, while reaching or exceeding established goals. Master the UniBank delivery process and product knowledge to develop customer relationships by performing the following essential duties.
Primary Accountabilities
Continually exceeds customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.
Serve as customers' single point of contact on all UniBank products and services.
Services customers by processing a variety of teller and platform transactions quickly with minimal or no errors according to established bank policies.
Cross sells products and services and makes appropriate referrals to other staff members and departments to ensure customer needs are met.
Verifies all transactions and proves cash drawer upon completion of assigned shift to ensure compliance with UniBank Standards of Performance Policy. Seeks assistance as needed to resolve proof discrepancies.
Performs security function by opening and closing bank and vault and ensuring overall safety and security of bank grounds.
Opens new accounts, certificates of deposit, and all other products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
Takes consumer loan applications with a focus on cross-selling other bank products and services.
Retains existing customers and develops new customer relationships.
Implements all sales strategies, including new products and services and participates in business development and outreach as directed by management.
Proactively resolves customer complaints.
Works in a team setting on various projects including employee contests, sales programs, etc.
Adhere to established standards, policies and procedures.
Deliver strong community visibility.
Participate in community and networking events
Responsible for compliance with all laws, regulations, and corporate policies with specific adherence to branch operations, security and procedures.
Other duties as assigned.
Knowledge, Skills Education and Work Experience
High school diploma or equivalent required; Associates Degree preferred.
Experience with cash handling, customer service, and sales required.
Previous experience retail banking preferred.
Must have strong verbal, written, math, customer service, sales, PC and operational skills.
Ability to work independently and in a team environment
About UniBank
We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history. We are an exception to the rule.
We are unique. Unique to people. Unique to business. Unique to local government.
We are UniBank. Bank Different. Bank Unique.
This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements
UniBank is committed to fair, competitive, and market-informed pay for our employees. The estimated base hourly rate for this position is $21.00/hr to $25.00/hr. Final hourly offer will be determined based on a particular candidate's unique combination of factors such as skills, education, experience and certifications. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current employees as part of any final offer. UniBank supports the internal growth and development of our employees and so it is rare to have an initial employment offer at the top of a positions pay grade. As a candidate, you are encouraged to have an open conversation with the hiring team regarding any compensation and benefit related questions.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability.
Participant in E-Verify
$21-25 hourly 2d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Holbrook, MA?
The average finance service representative in Holbrook, MA earns between $19,000 and $62,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Holbrook, MA