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  • Strategic Finance Associate

    Menlo Ventures

    Remote finance service representative job

    About the Role Join Chime's Growth & Marketing Finance team as a Strategic Finance Associate, where you will support the Marketing function by driving expense forecasting, budgeting, and strategic initiatives across key areas such as Brand campaigns and partnerships, creative production and agencies, software tooling, and headcounts. This is a critical investment area at Chime, and this role offers high visibility and impact. You will help manage the marketing budget in close partnership with Marketing stakeholders, serving as a trusted thought partner to ensure forecasts are accurate, influence decision-making, and support Chime's broader financial strategy. We're looking for someone who is highly analytical, detail-oriented, and a clear, confident communicator with a strong bias toward action. You excel at building strong cross-functional partnerships, know how to balance precision with speed, and will play a key role in improving the accuracy and reliability of marketing expense forecasts over time. The base salary offered for this role and level of experience will begin at $105,000 and up to $145,000. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience. In this role, you can expect to: Develop, deliver, and maintain clear, insightful reporting that helps business leaders stay within budget and operate efficiently Own and continuously improve the budgeting and forecasting process, enhancing accuracy through strong modeling, disciplined assumptions, and process improvement Partner cross-functionally with Marketing and Finance stakeholders to support bottoms-up planning and strategic initiatives Build and maintain financial models and dashboards that provide data-driven insights and influence decision-making Continuously improve financial tools, processes, and operating cadences to support Chime's growth and enable smarter, faster decisions Leverage automation and emerging AI capabilities to enhance reporting, streamline workflows, and improve scalability To thrive in this role, you have: 4+ years of relevant experience in FP&A, Strategic Finance, investment banking, Big 4, consulting, or a related field, ideally within a high-growth technology environment Advanced Excel or Google Sheets skills, with hands-on experience building budgeting and forecasting models that enable business partners to make informed financial decisions Strong ability to work comfortably with large, complex datasets and translate them into actionable insights Demonstrated experience partnering cross-functionally-particularly with non-finance stakeholders-to influence decisions and drive outcomes High attention to detail and a strong ownership mindset, with the ability to manage multiple priorities and deliver accurate work in a fast-paced environment Clear and confident communication skills, with the ability to synthesize data into insights and recommendations for diverse audiences Experience with SQL, Looker, or other BI tools is a plus A little about us At Chime, we believe that everyone can achieve financial progress. We created Chime-a financial technology company, not a bank*-on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential. We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members. We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress. We know that to achieve our mission, we must earn and keep people's trust-so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall-our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential. Because if we don't-who will? *Chime is a financial technology, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC. What we offer for our full-time, regular employees 🏢 Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you're coming in regularly or is part of our fully remote program, you'll stay engaged with your work and teammates. ** 💻 In-office perks including backup child, elder, and/or pet care, plus a subsidized commuter benefit to support your regular commute ** 💰 Competitive salary based on experience ** ✨ 401k match ** plus great medical, dental, vision, life, and disability benefits 🏝 Generous vacation policy and company-wide Chime Days, bonus company-wide paid days off ** 🫂 1% of your time off to support local community organizations of your choice 👟 Annual wellness stipend to use towards eligible wellness related expenses 👶 Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents 👪 Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more. 🎉 In-person and virtual events to connect with your fellow Chimers-think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc., and delicious snack boxes, too! ** 💚 A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress ** ** Perks also available to Chime Interns. We know that great work can't be done without a diverse team and inclusive environment. That's why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals. Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact ******************. To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice. #J-18808-Ljbffr
    $105k yearly 2d ago
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  • Entry- Level Customer Service Representative - Work from Home

    Turbotax

    Remote finance service representative job

    Work from home with TurboTax Product Expert Get paid $18.50 per hour¹ Get a $405 Certification bonus³ Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴ Earn an additional $5/hr from April 9-15 for all hours worked Fast 24 hour Certification³ As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. Most of these questions concern Downloading, Logging In, Getting Started with Basic Navigation, Importing Documents, Printing and Filing and very basic Tax questions. We'll give you amazing continuous support for everything. Get paid $18.50 per hour¹ Earn a $405 Bonus just for participating in getting certified as a TurboTax Product Expert³ $5.00 per hour Turbo Bonus Boost: Enjoy the bonus from April 9th through 15th with unlimited hours available, must work a minimum of 8 hours each day on April 13th, 14th, and 15th to qualify Certification takes place over 3 days Build your own schedule with flexible hours anytime between 8am EST and 12am midnight EST Monday to Sunday⁴ Minimum 25 hours per week required, want to work more? Go for it!¹ You'll be assigned an SME (Subject Matter Expert) who will support you during live calls. Plus Support an (MPS) Marketplace Performance Specialist as your advocate Required Experience & Skills To be successful in this Gig as a Service Provider for TurboTax you will need to be proficient in the following: This role doesn't require any specific accounting background. We're looking for enthusiastic individuals who are eager to learn and help TurboTax customers with their questions. Strong communication is key in assisting customers with TurboTax products and tax return software. You'll need to articulate solutions clearly and empathetically. The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service.
    $27k-35k yearly est. 1d ago
  • Customer Service Representative

    Net2Source (N2S

    Remote finance service representative job

    Job Title: Customer Service Duration: 6+ Months (Extension) Shift: 8:00 AM - 5:00 PM Qualifications: Bachelor's degree, associate's degree with certifications, or 2-4 years of progressive customer service experience Excellent communication skills Strong interpersonal and relationship management skills Prior experience in conflict resolution Strong multitasking ability Exposure to building products and/or retail industry preferred Strong systems aptitude and Microsoft Office skills SAP experience required Order Management: Accept, enter, schedule, and maintain orders in SAP Use Salesforce and Order Entry Document Manager (OEDM) Execute all types of order processing (EDI/Business Connections) Verify pricing Respond to inquiries related to inventory availability, production schedules, technical questions, products, and policies Build efficient truckloads and schedules in coordination with the traffic department Verify ship schedules and OEDM accuracy Communicate with internal departments regarding credit and pricing Expedite hot or special orders as agreed with sales and supervisor Perform at a high level in the CAS Learning Path, achieving agreed metrics Function across all regions and multiple business groups Understand and provide correct Service Advantage direction to customers and Sales Team Conflict Management: Communicate, manage, and resolve customer and sales issues professionally and empathetically Address and correct customer service issues and forward to appropriate departments Follow up through resolution to ensure customer satisfaction Collaborate with cross-functional teams to expedite orders Perform backorder coordination and shipping Maintain customer records in all software databases Communicate order schedule delays in a timely manner Manage the Return Material Authorization (RMA) process as per policy and guidelines Order Management & Customer Service Supply Chain Support: Crosstrain within Supply Chain functions to support the Siding Products Group Provide coverage during time off and peak periods Perform at Learning Path proficient level and as a high performer Maintain customer records in all software databases Manage RMA process within agreed policy Proficient in Salesforce or equivalent systems Responsibilities: Establish strong customer relationships based on trust and responsiveness Accurately process customer orders efficiently Manage multi-part customer complaints and resolve issues professionally Be fully proficient in the Learning Path across all lines of business and regions Adhere to customer service policies, procedures, and Service Advantage guidelines Analyze and respond to changing situations while considering business impact Proactively resolve customer issues and demonstrate ownership Deliver relentless customer service Willingness to work from home during emergencies (home phone line & internet required) Skills & Competencies: Strong organizational skills Concise communication skills Team player Responsible and reliable Influencing skills Highly developed interpersonal skills Unwavering personal values Intermediate Excel and MS Office skills Systems aptitude (Salesforce/SAP) Ability to multitask at a high level
    $27k-36k yearly est. 1d ago
  • Entry Level Sales Representative

    Spotonroof

    Finance service representative job in Columbus, OH

    SpotOn Roofing & Exteriors was built on a foundation of trust, craftsmanship, and customer-first service. We deliver high-quality roofing and exterior solutions with one-day installations, lifetime warranties, flexible financing, and industry-leading customer care. We're growing fast and building a high-performance sales organization and we're looking for driven sales professionals who want a real career, not just a job. Role Description As an Outside Sales Representative, you'll act as a trusted consultant to homeowners by: Meeting with pre-qualified homeowners for roof and exterior evaluations. Educating customers on roofing, siding, and exterior solutions. Presenting customized proposals and closing deals in-home. Prospecting through canvassing, referrals, and community outreach. Managing your pipeline and follow-ups using CRM tools. Delivering a top-tier customer experience from first contact to contract. Qualifications This role is ideal for candidates with experience or interest in: B2C or B2B sales (ADP, TQL, POS sales, telecom, solar, auto, etc.) Outside sales or face-to-face selling. Competitive, performance-driven environments. Goal-oriented, money-motivated individuals. What we offer: Base salary + uncapped commission Average reps earn $75K-$100K+, top performers $150K+ Structured sales training & onboarding Clear career path into Senior Rep / Leadership Flexible financing tools that make selling easier One-day installs & lifetime warranties = easier closes Strong operations & customer support team Ready to Build a Sales Career? If you're competitive, coachable, and hungry to grow your income, we want to talk to you. Apply today!
    $75k-100k yearly 1d ago
  • Banking Representative

    Russell Tobin 4.1company rating

    Finance service representative job in Columbus, OH

    Banking Financial/Operations Analyst - Contract Opportunity. Recent Grads are more than welcome! Duration: 12-month contract Pay: $19-$20/hour on W2 Full Time Are you a recent graduate in Finance, Accounting, Economics, or a related field looking to kick-start your career? We're seeking a Financial/Operations Analyst with 6 months to 2 years of experience (internships count!) to join the team of a leading investment banking firm. Ideal Candidate: ✔ Recent grad with a Bachelor's in Business (Finance, Accounting, Economics, or related). ✔ Experience or internship in banking or financial services is highly preferred. ✔ Strong analytical, communication, and organizational skills. What You'll Do: Support financial and operational processes. Handle incoming phone calls related to service inquiries on Brokerage accounts Provide accurate and efficient responses while meeting key performance metrics Support customers with: Brokerage Cash Management products and services Brokerage Online platform (client website) Mobile app assistance General account and financial-related questions Deliver professional, high-quality, and world-class customer service Work effectively in a fast-paced, team-oriented environment Multi-task and adapt quickly in a busy financial service center Why Join Us? Gain valuable experience with a leading financial institution. Plus, there's a possibility to convert to a permanent position after the contract period! Apply now to take the first step in your career!
    $19-20 hourly 4d ago
  • Remote Customer Service Representative - Product Testing

    Glocpa

    Remote finance service representative job

    We're looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.
    $27k-36k yearly est. 60d+ ago
  • Customer Service Representative

    Convoco East Coast

    Finance service representative job in Columbus, OH

    Columbus OH | Customer Service Representative - Full Time This is an in-person role. We're hiring Customer Service Representatives to support our clients face-to-face at live events and retail activations. You'll be the first point of contact for customers, welcoming them, answering questions, and ensuring they have a great experience. If you have a background in retail, hospitality, or customer service, you'll thrive here and if you don't, we'll train you from the ground up. What You'll Do Greet and assist customers in person Answer questions about products and services Guide customers through sign-ups or sales Work alongside a supportive team to meet goals What You Get Weekly pay: base + weekly bonuses Full-time schedule (Monday-Friday, in person) Paid training and coaching from experienced leaders Benefits after qualifying period A clear path to promotions and leadership If you're energetic, reliable, and people-focused, we want to meet you. Apply now, interviews this week.
    $27k-35k yearly est. 4d ago
  • Customer Service Representative

    Leeds Professional Resources 4.3company rating

    Remote finance service representative job

    We are hiring a customer service representative to manage customer queries and complaints. To do well in this role you need to be able to remain calm when customers are frustrated and have experience working with computers. Pay $18/HR (Monday-Friday Day Shift) Work Environment: In-office training for 10 weeks. After successful training this position will become work from home. Additional Info: Must have reliable transportation and home internet access Must have Long Term Care, Medicare, or Medicaid experience for this role Customer Service Representative Responsibilities: Maintaining a positive, empathetic, and professional attitude toward customers at all times. Responding promptly to customer inquiries. Communicating with customers through various channels. Acknowledging and resolving customer complaints. Knowing our products inside and out so that you can answer questions. Processing orders, forms, applications, and requests. Keeping records of customer interactions, transactions, comments, and complaints. Communicating and coordinating with colleagues as necessary. Providing feedback on the efficiency of the customer service process. Managing a team of junior customer service representatives. Ensure customer satisfaction and provide professional customer support. Customer Service Representative Requirements: High school diploma, general education degree, or equivalent. Ability to stay calm when customers are stressed or upset. Comfortable using computers. Excellent communication skills and Microsoft Office Suite
    $18 hourly 3d ago
  • Sales Representative

    Crown Cork & Seal USA, Inc. Careers

    Finance service representative job in Lancaster, OH

    About Crown: CROWN Cork & Seal USA, Inc., a wholly owned company of Crown Holdings, Inc. is a global leader in the design, manufacture, and sale of packaging products for consumer goods. At Crown, we are passionate about helping our customers build their brands and connect with consumers around the world. We do this by delivering innovative packaging that offers significant value for brand owners, retailers, and consumers alike. With operations in 39 countries employing approximately 23,000 people and net sales of approximately $12 billion, we are uniquely positioned to bring best practices in quality and manufacturing to our customers to drive their businesses locally and globally. Sustaining a leadership position requires us to build a team of highly talented, dedicated and driven individuals. Division Overview: CarnaudMetalbox Engineering is the Machinery Division, Conveying Systems Division (based in the UK) and Tooling Division (Based in the USA) of Crown Cork and Seal, which provides Global customers with High Quality Metal Forming Machinery along with Conveying and Tooling for them to manufacture a variety of packaging solutions. The Machinery and Tool Division is part of CarnaudMetalbox (CMB), a Crown Company. Locations: CMbE H-V Industries - Trevose, PA CMbE Wissota Tools - Chippewa Falls, WI CMbE Machinery - Lancaster, OH CMbE Norwalk - Norwalk, CT Candidate requirements: 60% travel Bachelor's degree or equivalent experience in an Engineering field or Industrial Manufacturing. Candidate must be an effective team player with ethical integrity and effective communication skills. 5 Years' experience with sales of an Industry Specific product *Actual salary will be determined based on skill and experience level* Will report to the District Sales Manager with Dotted Lines to H-V and Wissota Plant Managers Responsibilities include: * Ability to read and interpret mechanical assemblies and parts drawings. * Provide Technical assistance to customers as needed. * Build effective relationships with the customers/clients to maintain professional leverage. * Proactively communicate with customers to identify needs. * Communicate with customers to ensure all expectations are met and company performance is maintained as the highest level of service. * Requires strong forecasting and analytical skills. * Coordinate with other department heads, integrating objectives and ideas for organizational growth. * Monitor quality and communicate discrepancies with department heads to ensure corrective actions are defined and incorporated. * Monitor and review company's project activities and ensure that they are brought to completion within scheduled period and budget. * Provide effective management to organization's business activities that have to do with its strategic and financial growth. * Perform cost and sales pricing analysis. * Coordinate with other divisions to develop plans for launch of new products. Coordinate implementation plans as it relates to business units. * Participate in the development of divisional annual budget review process utilizing data collected through business unit's strategies and regional sales forecast. * Participate in the development of the annual CAPEX plan to ensure business units objectives are met. * Identify and attend trade shows to generate sales growth. * Monitor incoming orders for respective business units. * Analyze and explore market trends; identify new opportunities in assigned business segment. Coordinate analysis across the business units. * Obtain necessary documents to set up new customer accounts and vendors when applicable. * Take action to eliminate potential delays using various means (i.e., production workaround, outsourcing) and if delay cannot be eliminated, communicate with customers to inform them of delay and assess impact. * Coordinate with District Sales Manager to provide quotations based on review of customer input and ensure all documentation is provided to downstream users. * Coordinate with Location Sales personnel to identify trends and react to low order volumes. * Communicate with Purchasing functions to review status of orders to monitor on-time deliveries. * Prepare, review and present weekly reports to plant personnel/management teams providing status of orders to include potential delays. * Complete project management review with locations to keep all organizations informed. * Perform day-to-day administration tasks, such as processing information files and other paperwork.
    $40k-73k yearly est. 2d ago
  • Associate Private Banker - Private Banking COL - Columbus, OH

    Wesbanco Bank Inc. 4.3company rating

    Finance service representative job in Columbus, OH

    Back 63d Associate Private Banker - Private Banking COL #31-8231 Columbus, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Henderson Rd. OH. Market Columbus Work Hours per Week 37.5 Requirements Minimum of 2 years of private banking, retail banking management, consumer and/or commercial lending experience. Bachelor's degree in business, Finance or Accounting is preferred. Job Description Summary Responsible for providing full-service banking to high-net-worth individuals. Essential Function Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Essential Duties and Responsibilities Meet the credit and depository needs of high-net-worth customers. Call on current customers and prospects to develop new business by promoting bank services and products. Cross-sell all other retail products as well as personal trust, investment management, investment products, financial and estate planning services. Represent the bank in civic, community, and industry function to network and develop additional business. Keep informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities. Assist experienced staff in managing existing book of business Licenses & Certifications Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Technical Skills Proficient in Microsoft Office products including Outlook, Word and PowerPoint. Ability to become proficient in various other systems. Other Skills and Abilities Working knowledge of commercial lending, consumer lending and retail services as it relates to loan policies, documentation, underwriting, and regulatory guidelines. Working knowledge of account opening policies and procedures. Understanding of regulatory guidelines. Working knowledge of the loan application and loan approval process. Working knowledge of credit analysis and lending functions. Knowledge of financial ratios and business principles. Knowledge of financial planning. Familiarity with fiduciary principles and prudent investing concepts. Basic knowledge of income, estate and gift tax principles. Candidate with ties to the area or knowledge of the local market (preferred). Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Willingness to learn new skills under guidance of Private Banking team lead. Excellent team player. Willingness to provide a level of service which will clearly differentiate us from our competitors. Full-Time/Part-Time Full-time Area of Interest Wealth Management All Locations Columbus, Ohio, United States
    $48k-90k yearly est. 3d ago
  • Customer Service Representative

    Teksystems 4.4company rating

    Remote finance service representative job

    ** This Customer Service Representative position is unique compared to traditional call center roles. It is highly relationshipdriven and does not rely on scripts. In this role, you will work closely with clients and may interact with the same partners multiple times per week. The ideal candidate delivers a premium, whiteglove service experience rooted in problem solving, ownership, and proactive communication. Responsibilities Customer Support & Relationship Management Provide whiteglove customer service to Husqvarna dealers, distributors, national accounts, and internal partners. Serve as a trusted point of contact for recurring dealer interactions, building strong ongoing relationships. Respond to customer inquiries via phone, email, chat, and CRMgenerated cases. Order & Product Support Look up and research parts in the Husqvarna system to resolve customer questions. Address pricing inquiries and provide accurate information to customers. Respond to technical questions from internal and external stakeholders. Case Management Maintain active login status and process assigned cases across phone, chat, email, CRM, Web Warranty, and written correspondence within established departmental metrics. Document case details, actions taken, and resolutions thoroughly in the CRM system. Communicate escalations clearly and promptly to the Customer Care Leadership Team to ensure timely resolution. Report discrepancies related to parts, pricing, Illustrated Parts Lists (IPLs), or manuals through established internal procedures. *Job Type & Location* This is a Contract position based out of Charlotte, NC. *Pay and Benefits*The pay range for this position is $29.88 - $29.88/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 fully remote position. *Application Deadline*This position is anticipated to close on Jan 16, 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.
    $29.9-29.9 hourly 7d ago
  • Customer Service Representative (Regional Remote)

    Diamond Credit Union 3.6company rating

    Remote finance service representative job

    Member Advocate - Member Experience Center-Call handles member requests and provides exceptional member service, using product knowledge to recognize cross sell opportunities and refer to appropriate credit union specialists. Supervisory Responsibilities: No direct reports. Essential Functions: Effectively handle incoming calls, making sure all calls are answered within 2 rings, while ensuring established average speed of answer performance and abandon rate standards are met. Assist members with general inquiries, account management, routine account-related requests such as: account reconciliation, evaluation and explanation of products, service fee and overdraft charges, up to and including fee refunds, transfer of funds, stop payment requests, debit cards (i.e.: usage, limits and dispute processing), credit card and loan payment processing, account maintenance changes (i.e.: name/address, phone, etc.) check reorders and interaction with internal support departments and 3rd parties. Requirements Required Skills / Abilities: Demonstrated dedication to positive, member-focused service. Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner. Good organizational skills and attention to detail. Ability to work through member situations and provide effective and accurate resolutions. Good technical skills and ability to work with multiple systems. Ability to be available at 8:00am M-Sat. Available to work until 5:00pm M-W, 7:00pm Th, 6:00pm Fri, and 1:00pm Sat on a rotational basis. Education / Experience: High school diploma or equivalent. Two plus years of customer service experience, preferably within a financial institution. Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
    $24k-29k yearly est. 3d ago
  • Customer Service Representative

    Concero

    Remote finance service representative job

    We are looking for a dedicated and empathetic Inbound/Outbound Call Center Representative to join our Patient Services team. In this role, you will be responsible for making inbound/outbound calls to an existing patient list to schedule doctor appointments. The ideal candidate will have excellent communication skills, a compassionate approach to patient interactions, and the ability to manage a high volume of calls efficiently. Key Responsibilities: Outbound Calling: Make a minimum of 25 outbound calls per hour to existing patients to schedule doctor appointments. Inbound: Take high volume incoming calls from patients to assist in scheduling doctor appointments. Navigate through multiple applications to answer insurance and account questions. Appointment Scheduling: Accurately book and confirm appointments based on patient availability and doctor schedules with a goal of setting a minimum of 125 appointments per month. Patient Interaction: Engage with patients in a courteous and professional manner, addressing their questions or concerns and providing relevant information about their appointments. Data Management: Update patient information, appointment details, and call outcomes in the company's scheduling and CRM systems. Documentation: Maintain accurate records of patient interactions and appointment status, ensuring all information is entered correctly and promptly. Compliance: Adhere to privacy regulations and company policies regarding patient information and appointment scheduling. Feedback and Improvement: Report any issues or patient feedback to the Call Center Manager to help improve processes and patient satisfaction. Performance: Maintain and exceed company metrics for outbound and inbound calls and appointments set. Qualifications: Experience: Previous experience in a call center or customer service role is preferred, particularly in a healthcare or insurance setting. Training will be provided. Communication Skills: Strong verbal communication skills with a focus on clear, compassionate, and effective patient interaction. Organizational Skills: Excellent organizational skills with the ability to manage multiple tasks and maintain a high level of productivity. Technical Proficiency: Familiarity with scheduling software and CRM systems is a plus; proficiency in data entry and technical aptitude use required. Attention to Detail: High attention to detail to ensure accuracy in scheduling and patient information. Empathy: Ability to approach each call with empathy and professionalism, particularly when dealing with sensitive patient information. Working Conditions: Schedule: Full-time. Flexibility in scheduling may be required based on call volume and patient needs. Hours are Monday-Friday between the hours of 8:30-6:00. There are occasional Saturdays based on Company needs Environment: Remote work environment. Noise Requirements: Must be able to provide and maintain a quiet, distraction-free workspace with zero background noise to ensure clear, professional-quality inbound and outbound calls.
    $26k-34k yearly est. 2d ago
  • Commercial Sales Representative

    Roofing Talent America (RTA

    Remote finance service representative job

    Account Manager - Commercial Nashville, TN $80k-$100k + Commission Are you in the 1%? Actions speak louder than words here: you will have independence, no micro-management, work to your own schedule, unlimited PTO and unlimited opportunities for growth You will be joining a new area with unlimited opportunity to grow the business and earn serious commission doing it You will be a challenger and hunter: enough is never enough and you will always be able to do more What's in it for you? Commission structure Ford Explorer company truck + gas card 401k Healthcare Unlimited PTO - must take 10 days! Optional remote work $400 bonus for client meetings and 10% bonus for hitting target A bit about them This company has a 45-year history of providing excellent service across Michigan. They have expanded across the state and are currently growing into other states on the East Coast. They specialise in re-roofing (70%) and service (30%) of commercial and industrial buildings. Their main projects are with large manufacturing facilities, schools and universities, hospitals and other businesses - from smaller local jobs to large multi-million projects. This company are on a mission to double their revenue over the next 4 years from $50mm to $100mm. How? Hiring ambitious salespeople, offering a commission structure which is far beyond the market rate, consistently training and upskilling the team, developing team members to promote from within. What you need Minimum of 2 years in an Outside Commercial Sales role Excellent communication, presentation and research skills Able to self-generate leads Existing contacts in the area would be beneficial e.g. business/building owners, facilities management, property managers If you've got the drive and motivation to be the best, then APPLY NOW. Don't have a resume together? No problem, just get in touch with me directly to arrange a chat: ******************************* Not for you but know someone that would be perfect for this role? Refer a friend to us and if they get successfully hired, we will pay you $1000!
    $80k-100k yearly 4d ago
  • Customer Service Representative

    Randstad USA 4.6company rating

    Finance service representative job in Columbus, OH

    As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate marketing strategies when communicating with customers. Key Responsibilities: Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing. Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need. Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper. Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws. Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract. Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles. Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other duties as assigned. Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred. License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system. Experience: One year of experience in customer service, sales related occupations. Knowledge, Skills and Ability: Knowledge of various insurance products and the sales process. Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the consequences of not following the FINRA rules and regulations. Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software. Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers. Other criteria, including leadership skills, competencies and experiences may take precedence.
    $28k-35k yearly est. 4d ago
  • Licensed Customer Service Representative

    Commonwealth Casualty Company

    Remote finance service representative job

    The Customer Service Representative is responsible for delivering high-quality support to policyholders and prospective customers. This entry-level role ensures a positive customer experience by answering questions, resolving issues, processing policy updates, and providing accurate information in a timely and professional manner. Duties and Responsibilities: · Manage multiple tasks and priorities while efficiently navigating various systems to perform job functions. · Demonstrate a strong understanding of company procedures, processes, tools, and systems. · Take full ownership of customer accounts during the review and servicing process. · Maintain accurate internal records by archiving all necessary documentation and evidence. · Develop and maintain strong knowledge of company products, pricing, underwriting guidelines, and policy features. · Receive, investigate, and respond to all customer inquiries, concerns, and complaints in a timely and professional manner. · Request, track, and follow up on any missing or required information from customers. · Provide accurate quotations, pricing details, and policy information to new and existing customers. · Successfully complete the sales process in accordance with the company's regulatory requirements. · Answer incoming calls promptly, professionally, and courteously while maintaining excellent customer service standards. Job Requirements · High school diploma or equivalent required. · Active insurance license (Property & Casualty) · Bilingual skills are a plus (Spanish/English preferred). · Ability to learn and apply insurance guidelines, processes, and systems. · Ability to thrive in a fast-paced, high-pressure environment while maintaining accuracy and professionalism. · Proficient in Microsoft Office applications and comfortable handling phone communications with a professional disposition · Time-management skills · Customer-focused mindset with strong problem-solving skills · Previous customer service experience preferred. · Candidates are required to complete a basic computer proficiency and customer service skills test and achieve an acceptable passing score. Work Environment & Schedule · Standard schedule: Monday-Friday; Currently hiring for shifts between 5:00 AM and 6:00 PM MST and the schedule will vary depending on call center needs at the time of hiring. · In-office position and require on-site attendance for all scheduled shifts for Arizona. · Remote position available for out-of-state applicants only, and this position requires the schedule to accommodate Arizona time.
    $28k-37k yearly est. 3d ago
  • SBA Banker III

    Seacoast National Bank 4.9company rating

    Finance service representative job in Columbus, OH

    The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $38k-69k yearly est. 3d ago
  • Work From Home Sales Representative

    American Income Life-Philip Prata

    Remote finance service representative job

    Work From Home Business ConsultantWhy Work Here? Room For Growth, Great Work Culture, Flexible Culture, Motivated Environment, Great Leadership Due to the high demand for our services, we are hiring for Sales and Sales Leadership roles. We do virtual interviews via Zoom. Also, we have adapted sales positions where we can see all of our clients virtually through an online platform or on-site. We are a publicly traded company and have been in business for over 70 years. In those 70 years, we have experienced ZERO layoffs. We are owned by Globe Life which is a Fortune 500 company out of Dallas, Texas. Globe Life is an official partner of the Dallas Cowboys and has the naming rights to Globe Life Field where the Texas Rangers play for the next 40 years. We have maintained an A (Excellent) rating from A.M. Best - an independent analyst of companies. This rating indicates that A.M. Best believes we have excellent financial strength. Our company was ranked among the Top 25 Happiest Companies to Work for in 2019. We are growing nationwide and are looking to expand our leadership team. Our promotion track is based on hard work. We are looking for responsible individuals with high integrity, the ability to teach, coach, and train others. Our company only works with organized groups that request our services and have an interest in hearing from us. We spend ZERO time cold calling, telemarketing, or contacting friends or family members to build our client base. We enjoy: -weekly pay -weekly bonuses -residual income -annual convention -fun work environment -goal-oriented promotions
    $52k-104k yearly est. 2d ago
  • Remote P&C Licensed Insurance CSR

    The Auto Club Group 4.2company rating

    Remote finance service representative job

    Why Choose a Career with the AAA The Auto Club Group (ACG) You excel at interacting with others and providing a high level of customer service. You enjoy a job that keeps you busy but also one that provides for you and your family. At AAA The Auto Club Group (ACG), you will find that you can have a fulfilling career and will be joining a company that truly cares about its members and employees. Continue reading to see what our Insurance Customer Sales and Service Rep opportunities are all about! A Day in the Life of an Insurance Customer Sales and Service Rep: Our Insurance Customer Sales and Service Representatives provide service to internal and external customers in a customer-focused, high-volume, fast-paced sales call center environment. Insurance Customer Sales and Service Representatives explain product features and service advantages to existing and potential customers to promote and sell the various membership and/or insurance products and services to achieve sales production goals. In this role, you will also have the opportunity to: Provide price quotes on all insurance products that factor in all applicable rules (underwriting, business, etc.) and discounts to complete the sale. Rewrite and reinstate insurance policies according to underwriting and business rules. Complete membership and/or insurance applications, endorsements, and change forms (e.g., address change, etc.) as necessary. Accept & process payments at the point of sale. Make outbound follow-up calls to customers in response to questions or complaints. Correspond with and respond to inquiries from sales representatives, insureds, mortgage companies, and other sources regarding ratings, premiums, billing problems, and cancellations, as well as obtain and verify payments and other types of information. Provide efficient processing of customer policies, endorsements, and status and coverage changes. Assist agents in resolving technical and business-related issues. May assist other Customer Interaction Centers (e.g., Emergency Road Service, Claims, Membership, Travel, etc.) in servicing members and/or customers when necessary to ensure quality service goals are met. How we reward our employees: In addition to a competitive starting salary, ACG offers excellent and comprehensive benefits packages: Hourly rates starting at $21.75/hour plus bonuses and sales incentives Overtime earning potential at time and a half the hourly wage Fully paid training Medical, dental, and vision benefits 401k with employer match Paid parental leave and adoption assistance Paid Time Off (PTO), company-paid holidays, CEO days, and floating holidays Paid volunteer day annually Tuition assistance program, professional certification reimbursement program, and other professional development opportunities AAA Membership Discounts, perks, rewards, and much more $1,000 sign-on bonus for Licensed Property and Casualty Agents. **To qualify for the Sign-On Bonus, applicants must be new to ACG.Our Recruiting Team can provide additional details at the time of application** We are looking for candidates who have: Education High School Diploma or equivalent (GED) Experience Providing a high level of customer-focused service Navigating through a PC Windows environment, including accessing information from multiple applications Managing and navigating multiple sources of information and applying them as needed Performing monetary transactions (e.g., entering key data into the cash terminal, adjusting account balances, etc. Cross-selling Certifications / Licensure Current Property & Casualty Insurance license May be required to attain and maintain state membership licenses as appropriate by the department Preferred Qualifications College-level coursework, certification, or equivalent (i.e., relevant continuous learning) To prepare you for this exciting opportunity, we offer: Full-time paid training on Monday, February 2, 2026 Monday through Friday from 9:00 a.m. - 5:30 p.m. EST during training Monday through Friday, 12:30 p.m. - 9:00 p.m. and rotational Saturday, 9:30 a.m. - 6:00 p.m. EST after training Work Environment This is a remote call center position. Call Center employees to work remotely full-time. An exception to this would be in the case of connectivity or service level issues, in which employees would be required to report temporarily to a designated ACG facility (if located service levels are restored. Willingness and ability to work extended/irregular hours, including weekends/holidays. Interested in learning more? Apply Today! #LI-Remote #Appcast Who We Are Become a part of something bigger. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America. By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other. We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger. To learn more about AAA The Auto Club Group visit *********** Important Note: ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level. The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements. The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
    $21.8 hourly 7d ago
  • Customer Service Representative

    Thermoid

    Finance service representative job in Bellefontaine, OH

    The Customer Service Representative supports Thermoid's customers by providing accurate product and service information, processing orders, resolving delivery and service issues, and coordinating closely with internal teams. This role requires strong verbal communication skills, confident phone interaction, and excellent time management to ensure daily tasks are completed accurately and on schedule. The ideal candidate is proactive, motivated, and eager to take on additional responsibilities to support team success. Principal Duties and Responsibilities: Customer Support & Order Processing • Answer customer questions by phone and email, requiring clear, confident verbal communication and a professional demeanor. • Process customer orders and respond promptly to sales and service inquiries. • Provide accurate quotes and lead times for new and existing products. • Maintain customer records with up-to-date account information. • Assist in resolving customer credit issues and documentation needs. Customer Outreach Responsibilities • Conduct proactive outreach, with an emphasis on phone-based communication, to follow up on open orders, quotes, delivery timing, backorders, and general service needs. This outreach is essential to driving excellence in customer service, strengthening customer relationships, and ensuring customers receive clear, timely, and accurate communication throughout the order lifecycle. • Document all outreach interactions accurately in D365 per established company standards. • Support Thermoid's Customer Outreach Program by completing required weekly outreach activities. Issue Identification & Resolution • Clarify customer complaints or delivery issues, determine root cause, and recommend the best solution. • Coordinate internally to expedite corrections, adjustments, or order updates, ensuring timely follow-up. • Initiate paperwork including credits, complaints, RMAs, and internal requests on behalf of customers. Administrative Responsibilities • Perform clerical tasks such as filing, data entry, correspondence, and document preparation for the sales and service departments. • Ensure accurate and consistent communication across Manufacturing Operations, Scheduling/Planning, Quality, Engineering, Finance, Sales, and Marketing. Performance & Team Responsibilities • Demonstrate strong time management and ensure daily tasks are completed consistently and accurately. • Work with a high degree of motivation and ownership; proactively seek opportunities to take on additional responsibilities that support the team. • Participate in improving workflow, customer experience, and cross-departmental communication as business needs evolve. Experience and Education: • Associate's Degree preferred; equivalent experience considered. • Minimum of two years of customer service experience preferred, ideally in a manufacturing or industrial setting. • Friendly, helpful, customer-focused approach with strong problem-solving skills. • Proven attention to detail, accuracy, and consistency in following procedures. • Strong time-management, task prioritization, and organizational abilities. Technical Skills: • Proficiency with Microsoft Office, especially Outlook and Excel. • Strong verbal and written communication skills; high comfort level handling phone-based customer interaction. • Ability to perform basic math and geometry calculations. • Experience with ERP or order-entry systems; ability to learn new systems quickly (D365 preferred but not required). • Solid administrative and documentation skills. Organizational Relationships: • Reports to: Customer Service Manager • Internal communication with: Manufacturing Operations, Quality, Planning/Scheduling, Engineering, Finance, Sales, and Marketing. • External communication with: Customers and distributors to maintain strong partnerships and support coordination. HBD Industries is proud to be 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, disability, or veteran status. HBD NOTICE OF COLLECTION - CALIFORNIA - December 2022 Please click on this link to view the notice.
    $27k-35k yearly est. 3d ago

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