Finance service representative jobs in Lower Gwynedd, PA - 2,307 jobs
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Sports Trader
Bettingjobs
Finance service representative job in Philadelphia, PA
BettingJobs are currently seeking a Sports Trader for an innovative sports betting company in their Philadelphia office.
This position would be well-suited to an individual with a passion for sports betting and exceptional analytical skills. Experience of modelling sports betting markets in a personal or professional setting would be highly advantageous.
Responsibilities:
Trading NFL, NBA, MLB, Tennis, NCAAF, NCAAB and Soccer
Running and maintaining strategies to trade pregame and live
Analyzing and recapping past decision-making to improve future trading decisions
Noting interesting trading and market dynamics to suggest areas of research for the quantitative team
Making recommendations to improve future trading strategies
Requirements:
Bachelor's degree, preferably in a technical discipline such as Math, Stats, Computer Science,etc.
Strong interest in sports betting
Exceptional quantitative, logical reasoning, and analytical skills
Ability to work under pressure in a fast-paced environment
Willingness to be flexible with hours and schedule
Knowledge of data manipulation libraries such as Pandas/NumPy
Ability to recap and analyze thought processes, trading situations, and market dynamics for future analysis
Strong interpersonal and communication skills
Visa sponsorship for work authorization is not available for this position now or in the future.
$60k-99k yearly est. 1d ago
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Customer Service Representative
Risus Talent Partners
Finance service representative job in Newtown, PA
Customer ServiceRepresentative | Strategic Account Services
Newtown Square, PA | Hybrid (4 days on-site, 1 remote)
We are hiring a Customer ServiceRepresentative to support a Strategic Account Services team focused on a growing eCommerce catalog program. This role handles order entry, pricing support, and customer communication while partnering closely with internal teams.
What You'll Do
Process customer orders accurately within 48 hours
Support pricing reviews for new and existing customers
Manage customer inquiries, requests, and issue resolution
Maintain accurate customer and product data in the ERP system
Monitor inventory levels tied to customer programs
Collaborate with purchasing and internal teams as needed
What We're Looking For
Customer service or order management experience
Comfort working in ERP and CRM systems
Strong communication and phone skills
Organized, detail-oriented, and able to multitask
Able to thrive in a mostly on-site, hybrid environment
Why This Role
High-visibility strategic accounts
Stable, collaborative team environment
Growth-focused role supporting an expanding program
$28k-36k yearly est. 2d ago
Customer Service Representative
LHH 4.3
Finance service representative job in Bensalem, PA
Job Title: Customer ServiceRepresentative
Type of Employment: Temporary, 3 Months
In Office/Hybrid/Remote: Fully in Office
Hourly: $22/hr
LHH is partnering with a very fun company in Bensalem, PA within the music industry is looking to hire a temporary Customer ServiceRepresentative to cover for a 3-month leave. The qualified candidate should have strong technology skills, excellent communication skills, and be very detail oriented. The hours are Monday through Friday 8:30AM to 5:15PM with a 1 hour break.
If this role is a fit to your background, please submit an updated resume for review.
Responsibilities:
Enter customer orders into the company ERP system
Monitor EDI website orders and verify for accuracy
Answer incoming phone calls and emails from dealers, non dealers, sales reps and consumers to assist with orders, returns or order issues
Assist with backorders
Schedule shipments and handle order payments
Required Experience:
At least 1 year of customer service experience
Excellent written and verbal communication skills
Proficient in Microsoft Office Suite and able to learn new software easily
Ability to type 50WPM minimum
Extremely detail oriented
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ***********************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
$22 hourly 4d ago
Customer Service Representative
Randstad USA 4.6
Finance service representative job in Burlington, NJ
We are seeking a customer-focused Customer ServiceRepresentative to join our team in Burlington, NJ. In this role, you will be the "voice and heart", providing essential support and troubleshooting for our diverse customer base. This is an entry-level position designed for individuals who are eager to learn our industry-leading technologies and grow within a supportive, collaborative environment.
What You'll Do:
Actively listen to customer inquiries to provide accurate information on products, parts, and services.
Efficiently process supply orders, provide price quotes, and manage RMAs (Return Merchandise Authorizations) and Web Store enrollments.
Maintain precise documentation of all customer interactions and solutions within our CRM database to ensure seamless follow-up
Work closely with supervisors and cross-functional teams to meet performance metrics while adhering to company guidelines and schedules.
Essential Qualifications:
High school diploma, GED, or equivalent experience.
0-1 year of experience in a customer-facing or professional office environment.
Exceptional phone handling skills and the ability to practice active, responsive listening.
Familiarity with CRM software or advanced proficiency in the Microsoft Office Suite.
What We Offer:
$22 per hour competitive compensation
M-F, 20 hours per week part time schedule
Enjoy a balanced schedule with in-office collaboration Monday through Wednesday.
Comprehensive medical, dental, and vision insurance, plus an Employee Assistance Program (EAP).
401(k) plan with company match and life insurance.
For a faster response, please email your resume to ****************************** with "CSR" in the subject line.
Finance service representative job in Collegeville, PA
Are you looking for a fulfilling profession that utilizes your clinical skills and allows you to make a positive difference? Join our team at the State Correctional Institution (SCI) at Phoenix as a Psychological Services Associate and use your expertise to create genuine, lasting change by addressing the core mental health needs of inmates. Your work will help foster personal growth and promote long-term recovery. Launch your career with the Department of Corrections (DOC) and make a meaningful impact in the lives of others-apply today!
DESCRIPTION OF WORK
As a Psychological Services Associate, you will have a vital role in providing mental health services to incarcerated individuals at SCI Phoenix. Your responsibilities will include evaluating and diagnosing inmates in collaboration with a Licensed Psychologist Manager, in addition to delivering counseling and psychotherapy services. You will also partner with other health care professionals to develop treatment plans and interventions for the incarcerated population's mental health and emotional needs. Additionally, you may administer psychological and intelligence tests under the supervision of a Licensed Psychologist Manager. Your work will involve facilitating mental health treatment and crisis-related services for individuals of the correctional facility.
Work Schedule and Additional Information:
Full-time employment, 40 hours per week
Work hours are 8:00 AM to 4:30 PM, Sunday - Thursday, with a 30-minute lunch.
This position is eligible for full retirement benefits at age 50 or 55.
Telework: You will not have the option to telework in this position.
Salary: Selected candidates who are new to employment with the Commonwealth of Pennsylvania will begin employment at the starting annual salary of $63,301.00 (before taxes).
Additional pay will be considered for those who currently possess or obtain licensure as a Social Worker, Clinical Social Worker, or Professional Counselor issued by the Pennsylvania State Board of Social Workers, Marriage and Family Therapist and Professional Counselors. Documentation will need to be provided at interview to receive additional pay consideration.
You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.
REQUIRED EXPERIENCE, TRAINING & ELIGIBILITY
QUALIFICATIONS
Minimum Experience and Training Requirements:
A Master's degree in psychology or a closely related field, which includes fifteen graduate level credits in psychology, counseling, educational counseling, rehabilitation, human development, learning, or motivation.
Applicants will be considered to have met the educational requirements once they are within 3 months of graduating with a qualifying degree/credits.
Other Requirements:
Successful completion of basic training in Elizabethtown, PA is required.
You must meet the PA residency requirement. For more information on ways to meet PA residency requirements, follow the link and click on Residency.
You must be able to perform essential job functions.
Legal Requirement:
You must pass a background investigation and meet Criminal Justice Information Services (CJIS) compliance requirements.
How to Apply:
Resumes, cover letters, and similar documents will not be reviewed, and the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education).
If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable.
Your application must be submitted by the posting closing date
.
Late applications and other required materials will not be accepted.
Failure to comply with the above application requirements may eliminate you from consideration for this position.
Veterans:
Pennsylvania law (51 Pa. C.S. *7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to ************************************************ and click on Veterans.
Telecommunications Relay Service (TRS):
711 (hearing and speech disabilities or other individuals).
If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date.
The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.
EXAMINATION INFORMATION
Completing the application, including all supplemental questions, serves as your exam for this position. No additional exam is required at a test center (also referred to as a written exam).
Your score is based on the detailed information you provide on your application and in response to the supplemental questions.
Your score is valid for this specific posting only.
You must provide complete and accurate information or:
your score may be lower than deserved.
you may be disqualified.
You may only apply/test once for this posting.
Your results will be provided via email.
$63.3k yearly 2d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Finance service representative job in Conshohocken, PA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$71k-128k yearly est. Easy Apply 60d+ ago
Equity Trader
Chimerasecurities 3.8
Finance service representative job in Philadelphia, PA
Chimera Securities, a CBOE Stock Exchange and SEC Registered broker dealer, is seeking experienced traders to join its existing trading desk in Philadelphia, PA. Capital contributions will be required for experienced traders. Highlights include use of a top of the line trading platform (see our website for details), trading amongst professional traders, and Lightspeed News Service and Breifing.com for all traders.
We are looking for full time equity traders whose presence will add to the trading floor while simultaneously benefiting from it. Ongoing mentorship is available.
Please email ***************************** with details of your current and prior trading experience and any other information you wish, and we will contact you. Please put 'Philly Experienced Trader' in the subject line.
For additional info regarding our company, please see our FAQ on our website: *************************
Thank you.
Chimera Securities
$71k-128k yearly est. Easy Apply 60d+ ago
Customer Service Representative
Blackhawk Industrial Operating Co 4.1
Finance service representative job in Doylestown, PA
Job Description
WHO ARE WE: BlackHawk Industrial provides you the highest quality industrial products and equipment, offering manufacturing services while creating innovative engineered supply solutions. We truly believe in the importance of the local relationships with the customers we service. Our employees have fun every day exceeding the expectations of our customers, suppliers, and shareholders. We distinguish ourselves as the #1 choice of industrial manufacturers who are in need of Technical Service and Production Savings.
We are BIG ENOUGH TO SERVE, and SMALL ENOUGH TO CARE.
SUMMARY: The Customer ServiceRepresentative is responsible for the daily tasks related to all customer accounts and Account Manager needs. The Customer ServiceRepresentative communicates and coordinates with suppliers and Account Managers, while providing quality customer service.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Personally exhibits, recruits and coaches associates consistent with BlackHawk Core Behaviors
Responsible for promoting culture of safety
Respond appropriately and in a timely manner to all customer and Account Manager incoming communications.
Analyze and assess customer needs completely and accurately with efficiency.
Work with suppliers and Account Managers to identify, source, and price appropriate product solutions and provide quotes for product solutions per OS ticket and other BHID response time guidelines.
Process customer orders, Return Material Authorizations and Guaranteed Test Orders and purchase material's to fill customer orders.
Review and maintain P21 portals daily for potential late orders, Return Material Authorizations, items not on a PO and unapproved orders.
Identify and resolve root cause issues by working and communicating with responsible cross functional teams to minimize repetition of the original issue.
Develop a detailed working knowledge of BlackHawk policies, procedures and practices.
Maintain a deep understanding of the BHID systems (including P21, OS ticket, ServiceNow, SharePoint, and Compass), suppliers' systems/websites and usage of those systems.
Perform all work in accordance with the company documented ISO processes and procedures utilizing appropriate company systems.
Perform other duties as assigned
QUALIFICATIONS:
Excellent written and verbal communications skills utilizing phone, email and instant message.
Excellent critical thinking skills to analyze and solve problems.
Diligent and detail oriented.
Ability to manage multiple tasks, shift gears to react to urgent scenarios and meet daily deadlines.
Proficient in and comfortable with basic computer operation. Ability to learn new software programs as a user.
Ability to learn and apply experience with vending platforms (CribMaster, Autocrib, etc.)
Experience in industrial field, B2B sales and customer service.
SUPERVISORY RESPONSIBILITIES:
No direct supervisory responsibility.
EDUCATION and/or EXPERIENCE:
High school diploma or equivalent required.
Minimum 1 year previous experience in customer service or inside sales preferred.
Experience in cutting tools, abrasives and MRO areas preferred.
Experience with Microsoft office suite required.
CERTIFICATES, LICENSES, REGISTRATIONS:
None required
WORK ENVIRONMENT:
Employee is regularly required to speak and understand English, stand, walk, sit, use hand to finger, handle or feel objects, tools or controls; reach with hands and arms. Employee is required to use computer and other equipment.
Employee frequently lifts and/or moves up to _50_ pounds. Specific vision abilities include close vision and the ability to clearly focus vision.
PPE REQUIRED:
Wrist rest for keyboard and mouse pad
BENEFITS:
Health Insurance BCBS of OK HDHP
HSA with Employer match (must meet criteria)
Dental and Vision Insurance
401K Plan and Company Match
FSA (Full FSA, Limited FSA, and Dependent FSA)
Company paid Long Term and Short-Term Disability
Company paid basic Life Insurance and AD&D/
Supplemental life and AD&D/Dependent life
Ancillary Critical Illness Insurance (Wellness Rider Included)
Ancillary Accident Insurance (Wellness Rider Included)
Ancillary Hospital Indemnity
Employee Assistance Program (EAP) - Includes concierge services and travel assistance.
Paid Time Off
Holiday Paid Time Off
Gym Reimbursement
Quarterly Wellness challenge with a chance to will money or prizes
Tuition Reimbursement - after 1 year of employment
*BlackHawk Industrial is an Equal Opportunity Employer
**As part of our BHID policy, we require all potential employees to undergo pre-employment background and drug screening. This is a standard procedure we follow to ensure a safe and productive work environment.
$28k-35k yearly est. 3d ago
Trader
Energy Transfer 4.7
Finance service representative job in Newtown, PA
Sunoco LP is a leading energy infrastructure and fuel distribution master limited partnership operating across 47 U.S. states, Puerto Rico, Europe, and Mexico. The Partnership's midstream operations include an extensive network of approximately 9,500 miles of pipeline and over 100 terminals. This critical infrastructure complements the Partnership's fuel distribution operations, which serve approximately 10,000 convenience stores, independent dealers, commercial customers, and distributors.
At Sunoco, we take great pride in what we do and wholeheartedly believe our employees drive success for our company and our customers. We are always looking for the best and brightest talent and we are committed to making your job a challenging and rewarding experience.
Job Summary:
Trades in both physical clean products and financial commodities in the domestic and international trading markets. Physical products include gasoline, diesel, heating oil, renewable fuels and RINS.
Core Responsibilities:
* Physical trading activity, both spot and term, is in pursuit of both optimal system supply and trading profits.
* Develops trading strategies, initiates and manages physical and financial positions for profit, focuses on supply portfolio, manages price exposure for system and trading positions and proposes relevant risk management and hedging strategies.
* Accountable for optimization of supply for retail system requirements and for book trading positions profit/loss.
* Collaborates with commercial operations to manage physical inventories consistent with supply requirements and financial market structure. Represents the company externally and requires an extensive network of 3rd party contacts.
* Seeks out and identifies trading opportunities. Embeds optionality to reduce exposure in trading positions and trade books, interprets financial information, integrates information from a variety of sources, detects trends, associations, and cause/effect outcomes.
* Negotiates contracts both short and long-term. Builds relationships, manages third parties and internal relationships, develops contacts and gathers relevant market information.
* Participates in setting strategic plan for supply & trading team and provides leadership role to other commercial functions.
Required Skills (External)
* BS degree in Finance/Business/Engineering or other related discipline
* 2-5 years total experience in energy industry with at least 2 years prior trading experience in domestic physical clean products market(s)
* Excellent analytical, communication, and interpersonal skills
* Proven negotiation skills
Preferred Skills
* Prior trading experience in financial markets (futures, spreads, options, swaps, etc.)
* Physical clean products trading experience in Chicago, NYH and/or USGC markets
* Understanding of refined products logistics assets in the U.S. (pipelines/terminals)
* Experience using Right Angle
$57k-95k yearly est. 60d+ ago
Immigration Services Officer
Department of Homeland Security 4.5
Finance service representative job in Mount Laurel, NJ
Protect your homeland and defend your culture. Join USCIS, America's frontline defense against illegal foreign infiltration and fraud.
If you're ready to help safeguard the nation's immigration system and combat immigration fraud, review the
$86k-124k yearly est. 6d ago
Trader-Capital Markets
Newrez
Finance service representative job in Fort Washington, PA
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
POSITION SUMMARY
The Trader - Capital Markets is responsible for protecting base margin by mitigating the interest rate risk associated with the company's mortgage origination pipeline through the implementation of an effective hedge strategy. Trader will also ensure best execution on sales of funded loans via various execution strategies. Trader will work within the capital markets group and across the organization to ensure accurate reporting of risk, hedge positions, P&L, and counterparty exposure.
DESCRIPTION
Essential Functions, Duties, and Responsibilities
Run analysis on risk position to most effectively hedge the pipeline of interest rate lock commitments.
Facilitate daily dialogue between NewRez and our liquidity providers regarding market conditions, specific buy/sell axes, and investor sentiment.
Responsible for monitoring and tracking all available executions, including MBS, Cash, and Whole Loan execution styles. Will work closely with the best execution, pooling, and delivery teams to ensure the monetization of the pipeline is maximized.
Coordinate with pricing team on daily pricing for rate sheet, bulk bids, etc.
Participate in reconciliation of daily trade entry and margin exchange, as well as monthly Reg. Class Settlements and wire transfers.
Trader will be responsible for producing various risk and counterparty exposure reporting.
Monitor and report on empirical and dealer durations to ensure model accuracy.
Trader will be responsible for a full attribution of trading P&L.
Performs related duties as assigned by supervisor.
Qualifications and Education Requirements
B.S. degree in Business or equivalent.
Minimum at least 3 years mortgage experience with trading desk or back-office experience.
Skills, Abilities, and Knowledge
Strong verbal communication skills; strong writing and composition abilities.
Strong interpersonal skills with the ability to develop and maintain effective and professional relationships across the organization and with customers.
Strong influencing and negotiation skills; consultative and collaborative work style.
High learning agility with the ability to learn and integrate business variables and learn new systems and platforms.
Strong analytical skills & problem-solving abilities; solid decision-making abilities coupled with sound judgment.
Effective at managing multiple priorities under tight deadlines in a fast-paced, dynamic environment.
Strong project management and time management capability.
Self-directed and comfortable working with ambiguity and uncertainty.
High degree of professional maturity, integrity, ability to maintain confidential data and information.
High degree of business acumen; strong technical aptitude.
Strong Microsoft Office skills
Strong analytical, quantitative, relationship development, and communication skills.
Must be competent in Microsoft applications such as Word, Excel, Access, and PowerPoint as well as Bloomberg, TradeWeb. SQL a plus.
Knowledge of industry standard hedging software (MIAC, Compass, QRM, etc.) preferred.
Work Environment and Physical Requirements
Working on-site at assigned office location.
Regular and punctual attendance adhering to schedule established by leadership.
Flexibility to work occasional adjusted work schedules
Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations.
Sedentary work in a stationary position at a cubicle for prolonged periods of time.
Constant repetitive motions required for operating a computer, such as typing and managing phone calls.
Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.
Additional Information:
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.
Company Benefits:
Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!
Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave
Pet insurance
Adoption Assistance
Tuition reimbursement
Employee Loan Program
The Newrez Employee Emergency and Disaster Fund is a new program to support our team members
Newrez NOW:
Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
CA Privacy Policy
CA Notice at Collection
$60k-99k yearly est. Auto-Apply 11d ago
Trader
Nustar Energy 4.9
Finance service representative job in Newtown, PA
Sunoco LP is a leading energy infrastructure and fuel distribution master limited partnership operating across 47 U.S. states, Puerto Rico, Europe, and Mexico. The Partnership's midstream operations include an extensive network of approximately 9,500 miles of pipeline and over 100 terminals. This critical infrastructure complements the Partnership's fuel distribution operations, which serve approximately 10,000 convenience stores, independent dealers, commercial customers, and distributors.
At Sunoco, we take great pride in what we do and wholeheartedly believe our employees drive success for our company and our customers. We are always looking for the best and brightest talent and we are committed to making your job a challenging and rewarding experience.
Job Summary:
Trades in both physical clean products and financial commodities in the domestic and international trading markets. Physical products include gasoline, diesel, heating oil, renewable fuels and RINS.
Core Responsibilities:
* Physical trading activity, both spot and term, is in pursuit of both optimal system supply and trading profits.
* Develops trading strategies, initiates and manages physical and financial positions for profit, focuses on supply portfolio, manages price exposure for system and trading positions and proposes relevant risk management and hedging strategies.
* Accountable for optimization of supply for retail system requirements and for book trading positions profit/loss.
* Collaborates with commercial operations to manage physical inventories consistent with supply requirements and financial market structure. Represents the company externally and requires an extensive network of 3rd party contacts.
* Seeks out and identifies trading opportunities. Embeds optionality to reduce exposure in trading positions and trade books, interprets financial information, integrates information from a variety of sources, detects trends, associations, and cause/effect outcomes.
* Negotiates contracts both short and long-term. Builds relationships, manages third parties and internal relationships, develops contacts and gathers relevant market information.
* Participates in setting strategic plan for supply & trading team and provides leadership role to other commercial functions.
Required Skills (External)
* BS degree in Finance/Business/Engineering or other related discipline
* 2-5 years total experience in energy industry with at least 2 years prior trading experience in domestic physical clean products market(s)
* Excellent analytical, communication, and interpersonal skills
* Proven negotiation skills
Preferred Skills
* Prior trading experience in financial markets (futures, spreads, options, swaps, etc.)
* Physical clean products trading experience in Chicago, NYH and/or USGC markets
* Understanding of refined products logistics assets in the U.S. (pipelines/terminals)
* Experience using Right Angle
$34k-40k yearly est. 60d+ ago
Part Time (20 Hours) Associate Banker, Blue Bell Branch, Blue Bell, PA
JPMC
Finance service representative job in Blue Bell, PA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$58k-116k yearly est. Auto-Apply 60d+ ago
Banking and Debt Restructuring Associate
5 Legal
Finance service representative job in Philadelphia, PA
Job Description
Top 200 AmLaw firm seeks an associate to join its Banking and Debt Restructuring Practice in their Newark and Philadelphia office.
Qualified candidates must have 2-5 years of commercial real estate experience preferred. The candidate is expected to support the Firm's banking and debt restructuring and real estate practices. Workout/creditors' rights experience is a plus. New Jersey and Pennsylvania Bar admissions and strong academic record required.
$58k-116k yearly est. 1d ago
Financial Services Representative State Farm Agent Team Member
Jim Little-State Farm Agent
Finance service representative job in Media, PA
Job DescriptionBenefits:
401(k) matching
Competitive salary
Training & development
Insurance Sales Representative Sales Team Member Now Inviting Candidates to Apply Join a winning insurance and financialservices team. Apply to my sales Sales Team Member Position and be coached to earn at a high level based on your hard work.
Unexpected events happen. We are looking for team members who want to be involved in the lives of others to help them plan against the financial impact that occurs when the unexpected happens.
We are hiring new team members who have a passion for finding customers who want a professional to help them understand the best insurance and financial products that will save them from a financial disaster when the unexpected happens.
This is a rewarding career for the right person. If you have what it takes, you will enjoy a higher income that pays you for working hard and achieving results. We will teach you the skills of insurance planning, selling, and building a strong clientele who will send you referrals and continue to purchase products from you as their life grows.
A few years of hard work in this industry helps you build career security and learn skills that will last a lifetime.
If you have the following personality traits, character traits, attitudes, and motivations, we invite you to try out for our team.
A desire to be trained to sell, to set goals, and to execute a plan of finding customers who want you to help them plan for the future and the unexpected.
You are confident in your abilities and an optimistic person who believes that your actions can positively impact your future. You can imagine success then create it. You dont blame other people and circumstances for your challenges.
You like people and have a strong desire to help them.
You are intelligent and are willing to study and learn the necessary skills, to gain an insurance license, to learn our products, and learn to use our computer systems.
Your character is your strength. You are honest, hard-working, treat other people the way you want to be treated, and you take responsibility for your actions and your future.
You are motivated to gain financial independence by being paid for your results, so you have disciplined yourself to not get distracted by unproductive activities.
You see selling and building customers as a worthy profession. You have researched State Farm and realize the value of service and quality products that we bring to customers.
You can serve others by listening to their challenges, discovering their needs, presenting quality solutions, then getting their commitment to take your advice.
You can gain customers based on the service and quality products that you recommend; even though, you may not always have the lowest price. You can get them to buy because they trust you and your service, not price.
If you have what it takes, we will train you to use our proven systems, and you can create the following future for yourself:
Career Benefits:
Base Salary plus a very lucrative commission program.
401k Plan including Health benefits.
Great bonus potential for top performers
Incentive paid travel opportunities
Paid time off - vacation, personal time, sick time and Holidays paid
Outstanding preparation if you aspire to be a State Farm agent in the future
Extensive training available
$29k-55k yearly est. 3d ago
Financial Services Representative - State Farm Agent Team Member
Scott Morris-State Farm Agent
Finance service representative job in Newtown, PA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
FinancialServicesRepresentative Life Insurance & Investment Focus
Scott Morris State Farm Agency
Are you a highly motivated, sales-focused financial professional with a strong background in life insurance and financial planning? Scott Morris State Farm is seeking a FinancialServicesRepresentative who can confidently market financial products, close new business, and guide clients toward long-term financial security.
This is a fully licensed position (Life & Health required; FINRA Series 6, 63, and 65 strongly preferred).
Role Description
As a FinancialServicesRepresentative, you will leverage your financial expertise and sales ability to educate clients, uncover needs, and provide tailored solutions. Your consultative approachcombined with a competitive drivewill help grow our agency while making a meaningful difference in each clients financial future.
Key Responsibilities
Consult with Clients
Deliver comprehensive financial planning that includes life insurance, retirement strategies, and investment options.
Drive Sales Growth
Proactively market financial products, identify new opportunities, and close business with confidence.
Portfolio Guidance
Support clients with asset allocation, long-term planning, and portfolio management strategies.
Ensure Compliance
Adhere to all financialservices regulations, documentation standards, and ethical guidelines.
Qualifications
A sales-dominant mindset with a proven track record in financial product or insurance sales
3+ years of experience in financialservices, investment planning, or life insurance
Strong analytical, consultative, and communication skills
Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred
Ability to build trust, maintain long-term relationships, and consistently drive revenue growth
Why Join Scott Morris State Farm?
Competitive compensation with base salary + commission + performance bonuses
Licensing support for candidates seeking additional financial credentials
A professional, growth-oriented team culture with mentorship and development opportunities
If youre an ambitious financial professional ready to accelerate your sales career, apply today and grow with Scott Morris State Farm.
$29k-55k yearly est. 20d ago
Entry-Level Financial Representative
Evolution Financial Group
Finance service representative job in Media, PA
Job Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as FinancialServicesRepresentatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Responsibilities:
Attend virtual and in-person training to enhance financial expertise.
Maintain compliance with industry regulations and licensing requirements.
Utilize marketing tools and resources to grow your client base.
Attend hybrid meetings, including in-person team collaboration, as required.
Offer solutions in insurance, asset accumulation, and retirement planning.
Qualifications:
No prior experience in finance is required-comprehensive training is provided.
Competitive mindset with a history of leadership or achievement.
Strong interpersonal and communication skills.
Must be authorized to work in the US.
Self-motivated, coachable, and driven to succeed.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financialservices while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
$36k-72k yearly est. 6d ago
Part Time (30 Hours) - Associate Banker - (New Build) - New Hope, PA
Jpmorganchase 4.8
Finance service representative job in New Hope, PA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$23k-55k yearly est. Auto-Apply 30d ago
Banking Associate - Lionville PA (Full Time)
TDI 4.1
Finance service representative job in Exton, PA
Hours:
40
Pay Details:
$22.00 - $27.75 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
High school diploma or GED
1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
Demonstrated Customer Service skills preferred
Ability to work during operating hours to include evenings, weekends and holidays as scheduled
Teller experience preferred
Required to complete Teller training and part 1 of platform training upon hire
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Demonstrated effective problem-solving skills
Demonstrated ability to schedule and prioritize work
Demonstrated ability to work independently and within deadlines
Sound judgment in decision making and problem solving
Proficient in Microsoft Office
Notary License preferred
Customer Accountabilities:
Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
Understands and supports the Bank's customer service strategy
Considers the impact of decisions on the well-being of TD, its customers and stakeholders
Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
Ensures tasks are performed within established policy and procedures
Successfully completes all required job specific, compliance-related training
Understands, utilizes and follows compliance/risk and control programs
Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
Follows policy and procedure for Customer Authentication
Acts as Dual Control agent when required
Follows all required open/close procedures
Employee/Team Accountabilities:
Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
the team
Be an active participant in personal performance and development activities
Acts as a brand champion both internally and externally
Collaborates with team members in contributing to the success of the team and organization
Partners as a team player
Actively seeks opportunities to improve delivery of work with high attention to quality standards
Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
Positively embraces change
Adheres and participates in TD's Shared Commitments
Models quality service at every Customer interaction
Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financialservices, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$22-27.8 hourly Auto-Apply 10d ago
Banking Associate/Ark Road/Bilingual Spanish or Turkish preferred (20hrs)
TD Bank 4.5
Finance service representative job in Mount Laurel, NJ
Hours: 20 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
* Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
* Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
* Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
* Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
* Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
* Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
* Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
* High school diploma or GED
* 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
* Demonstrated Customer Service skills preferred
* Ability to work during operating hours to include evenings, weekends and holidays as scheduled
* Teller experience preferred
* Required to complete Teller training and part 1 of platform training upon hire
* Strong organization skills to handle multiple tasks in a fast-paced environment
* Excellent communication skills with ability to be concise, clear and consistent
* Demonstrated effective problem-solving skills
* Demonstrated ability to schedule and prioritize work
* Demonstrated ability to work independently and within deadlines
* Sound judgment in decision making and problem solving
* Proficient in Microsoft Office
* Notary License preferred
Customer Accountabilities:
* Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
* Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
* Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
* Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
* Understands and supports the Bank's customer service strategy
* Considers the impact of decisions on the well-being of TD, its customers and stakeholders
* Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
* Ensures tasks are performed within established policy and procedures
* Successfully completes all required job specific, compliance-related training
* Understands, utilizes and follows compliance/risk and control programs
* Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
* Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
* Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
* Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
* Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
* Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
* Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
* Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
* Follows policy and procedure for Customer Authentication
* Acts as Dual Control agent when required
* Follows all required open/close procedures
Employee/Team Accountabilities:
* Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
* the team
* Be an active participant in personal performance and development activities
* Acts as a brand champion both internally and externally
* Collaborates with team members in contributing to the success of the team and organization
* Partners as a team player
* Actively seeks opportunities to improve delivery of work with high attention to quality standards
* Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
* Positively embraces change
* Adheres and participates in TD's Shared Commitments
* Models quality service at every Customer interaction
* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
* May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financialservices, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$22-27.8 hourly Auto-Apply 13d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Lower Gwynedd, PA?
The average finance service representative in Lower Gwynedd, PA earns between $22,000 and $73,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Lower Gwynedd, PA
$40,000
What are the biggest employers of Finance Service Representatives in Lower Gwynedd, PA?
The biggest employers of Finance Service Representatives in Lower Gwynedd, PA are: