Post job

Finance service representative jobs in Lower Merion, PA - 2,373 jobs

All
Finance Service Representative
Banking Associate
Relationship Banker
Service Representative
Customer Service Representative
Equity Trader
Trader
Service Associate
Banker
  • 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
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Route Service Representative (4-Day Workweek)

    Cintas 4.4company rating

    Finance service representative job in Philadelphia, PA

    Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, indoor/outdoor position in which our partners deliver and pick up uniforms, shop towels, chemical cleaning products and other facility service products. Our Route Service Sales Representatives enjoy: - Comprehensive 10-week training program - Solid base salary and commission potential after being assigned a route - Majority work a 4-Day workweek - Majority work no nights or weekends - Monthly/Quarterly performance bonuses & incentives Key Responsibilities Include: - You are the face of Cintas to our customers and must work to build rapport with key decision makers - Ensure quality standards, and proactively solve customer concerns. - Grow our existing customer base by upselling and cross-selling additional products and services - Negotiating service agreement renewals and control inventory while working professionally and safely - Comply with driving and vehicle regulations. **Skills/Qualifications** Required Qualified candidates must meet all requirements outlined by the Department of Transportation (DOT) for driving a regulated vehicle weighing more than 10,000 lbs. In order to comply with DOT requirements, qualified candidates must, prior to their first day of employment: + Have an active driver's license + Be at least 21 years of age + Obtain a DOT medical certification + Provide documentation regarding their previous employment All successful candidates will also possess: + The ability to meet the physical requirements of the position + A High School diploma, GED or Military Service + The ability to demonstrate a strong customer service orientation + Self-motivation and the drive to work in an environment that relies on teamwork to meet goals + A positive attitude, along with ambition, organization and service spirit This is a rewarding opportunity! To support our aggressive growth plans, we offer unique opportunities, including advancement, ongoing training, mentoring and the opportunity to develop world class business skills. **Benefits** Cintas offers comprehensive and competitive medical, dental and vision benefits, with premiums below the national average. We offer flexibility with four different medical plan options; one plan is offered at zero cost. Additionally, our employee-partners enjoy: - Competitive Pay - 401(k) with Company Match/Profit Sharing/Employee Stock Ownership Plan (ESOP) - Disability, Life and AD&D Insurance, 100% Company Paid - Paid Time Off and Holidays - Skills Development, Training and Career Advancement Opportunities **Company Information** Cintas Corporation helps more than one million businesses of all types and sizes get Ready to open their doors with confidence every day by providing products and services that help keep their customers' facilities and employees clean, safe, and looking their best. With offerings including uniforms, mats, mops, towels, restroom supplies, workplace water services, first aid and safety products, eye-wash stations, safety training, fire extinguishers, sprinkler systems and alarm service, Cintas helps customers get Ready for the Workday. Headquartered in the U.S., Cincinnati, OH, Cintas is a publicly held Fortune 500 company traded over the Nasdaq Global Select Market under the symbol CTAS and is a component of both the Standard & Poor's 500 Index and Nasdaq-100 Index. Cintas Corporation is proud to be an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), national origin, age, genetic information, disability, protected veteran status, or any other characteristic or category protected by local, state, or federal law. This job posting will remain open for at least five (5) days. **Job Category:** SSR **Organization:** Rental **Employee Status:** Regular **Schedule:** Full Time **Shift:** 1st Shift \#INDT2
    $31k-35k yearly est. 4d ago
  • Client Service Representative

    Corporation Service Co (AKA: CSC

    Finance service representative job in Wilmington, DE

    Title: Client Service Representative Working Hours: Monday to Friday, Standard Hours Hybrid Work Model Are you passionate about delivering excellent customer service? We are too! We are currently hiring a Client Service Representative to support our global clients in a professional business-to-business (B2B) environment in the technology and internet/web services industry. In this role, you will act as the primary point of contact for clients who require assistance with CSC's internet products and services. You will play a key role in delivering exceptional client service by resolving inquiries, troubleshooting issues and providing clear guidance. You'll work directly with enterprise B2B clients and will partner with our internal teams at CSC to provide support that will ensure our client's domain portfolios and digital assets are secure. If you've worked in the retail, hospitality & tourism, patient services or restaurant industries, you know what it takes to keep clients happy and satisfied while working in a fast-paced, high-volume environment. Our service professionals are empowered to solve client inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the drive, energy, and commitment to provide world-class service. We're a company of helpful people teaming up to make a difference in global business and our local communities. We are passionate about service excellence, giving back to the community, and devoted to continuous improvement, CSC is the business behind business. What does that mean? Learn more about DBS by visiting cscdbs.com. While on that site, navigate to the Customer Tab or the Customer Testimonials section where you will learn about who our clients are and what they have to say about us! Additionally, our positions come with CSC's competitive benefits and incentives. Some of the tasks you will be responsible for: * Client Support: Respond promptly and accurately to client inquiries via multiple communication channels such as chat, telephone, and email. Help customers manage a portfolio of domain names and digital assets to help protect and secure our clients' global internet brands. * Client Relationships: Build and maintain client relationships by understanding the unique needs of each client. * Issue Resolution: Troubleshoot and resolve customer order requests and enquiries related to domain names, DNS, digital certificates, digital brand management, billing inquiries, and technical problems. Ensure timely and efficient resolutions to maintain customer satisfaction. * Escalation Management: Identify and escalate unresolved or complex issues to the appropriate teams, ensuring follow-up and resolution in a timely manner. * Product Knowledge: Be a trusted partner for your clients by developing and maintaining and in-depth understanding of our services, and to communicate industry changes. and new product offerings. * Team Collaboration: Assist other teams within DBS with client brand launches and projects, problem-solving, and troubleshooting as needed. * Performance: Understand and strive to meet or exceed metrics that are designed to help us achieve our industry leading client service support as evidenced by our world-class Net Promoter Score (NPS) results. What technical skills, experience, and qualifications do you need? * Experience working in a customer-centric environment, industry and/or role * Effective written and verbal communication skills * Ability to think critically and be solution oriented * Strong Microsoft Office skills including MS Excel, Word, and Outlook * Ability to learn, adapt to, and discuss new technology * Tenacity and agility to balance varying priorities and inquiries from internal and external customers * Ability to work independently, as well as on a team * Proven organizational skills with the ability to prioritize work under pressure in a fast-paced environment * Previous experience of producing quality results with high attention to detail * Ability to be direct, open, and honest when communicating with clients and co-workers * Bilingual skills are a plus What You Can Expect from Us Our business is exciting, ever-changing, and highly focused on creating the best client experience. If this sounds like the right fit for you, read on to learn more about how we support our employees as they transition into Digital Brand Services: * Professional, engaging, and comprehensive training to introduce our business and the industry, supplemented with on-the-job training * An on-team mentor to provide additional day to day support during your onboarding * Collaborative team environment * Supportive leaders committed to your professional development and growth * Complimentary access to Open Sesame, monthly job-related recurrent training, and more * Flexibility for our employees by offering a hybrid work schedule * A clear vision, mission and values centered around our promise to provide world class service to our clients #LI-CS1 #INDP
    $31k-50k yearly est. 6d ago
  • Customer Service Representative - State Farm Agent Team Member

    Christopher Rowe-State Farm Agent

    Finance service representative job in Pottstown, PA

    Benefits: Competitive pay Bonus based on performance Flexible schedule Opportunity for advancement Training & development ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Christopher Rowe - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. RESPONSIBILITIES: Answer customer inquiries and provide policy information. Assist customers with policy changes and updates. Process insurance claims and follow up with customers. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Previous customer service experience preferred. Property/Casualty insurance license (must have currently). Life/Health insurance license (must be able to obtain). SCHEDULE: Monday-Friday, 1pm-5pm
    $27k-36k yearly est. 6d ago
  • Citizens Banker

    Citizens 2.9company rating

    Finance service representative job in Philadelphia, PA

    Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience 1 year cash handling experience French or Creole speaking preferred Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
    $24.5 hourly Auto-Apply 1d ago
  • Customer Service Representative

    Corps Team 4.0company rating

    Finance service representative job in Malvern, PA

    Our client, a water technology provider, is seeking a Customer Service Representative for a 4 month contract opportunity located in Malvern, PA. This role is hybrid. Role Overview: Provide order processing and sales-related support to internal and ex Customer Service Representative, Customer Service, Representative, Sales, Retail, Staffing
    $28k-35k yearly est. 6d ago
  • Customer Service Representative

    LHH 4.3company rating

    Finance service representative job in Bensalem, PA

    Job Title: Customer Service Representative 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 Service Representative 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
  • Permanent Part-Time Enrollment Services Associate - Advisement

    Camden County College 4.2company rating

    Finance service representative job in Camden, NJ

    Information (Default Section) Title Permanent Part-Time Enrollment Services Associate - Advisement Overview Camden County College (CCC) is a leading two-year community College with campuses in Blackwood, Cherry Hill and Camden, New Jersey. In addition, the college operates a Regional Emergency Training Center to educate and train police and fire academy professionals as well as a partnership with the Joint Health Sciences Center in the Camden City educational hub. The college is proud of its status as a Hispanic-serving and military friendly institution. As a leading employer in the region, CCC offers dynamic opportunities for educators, academic leaders, and professionals who are passionate about shaping the future of education and workforce development. Joining CCC means becoming part of a mission-driven institution that values diversity, innovation, and excellence. Our faculty and administrative teams are dedicated to student success, academic rigor, and community engagement, making CCC an exciting and rewarding place to work. Choose CCC for competitive salaries and comprehensive benefits, including health, retirement and tuition assistance. Location Blackwood Campus Department Strategic Enrollment Days and Hours See Special Instructions Requisition Number Position Goals POSITION GOALS * The Enrollment Services Associate - Advisement will report directly to the Director of Academic Advisement and will promote a positive and successful learning environment for students and campus visitors in an effort to increase student retention, success and completion. As the first point of contact for the Student Services Center, the position will leverage a holistic approach in assisting students with resource referrals, campus policy interpretation, enrollment steps, appointment scheduling and service use, and general campus navigation. * The Enrollment Services Associate - Advisement will remain consistent with Camden County College's acknowledgement of the inherent value and dignity of all individuals by creating and nurturing a learning and working environment that affirms and leverages our community's traditions, heritages, perspectives, and experiences. We are committed to fostering a culture of excellence designed to facilitate the personal and professional success, growth, development, and well-being of all members of our community. We manifest this commitment through our innovative, strategic and collaborative efforts to develop leaders who believe in and lead others toward practicing civility, mutual respect, in our workplaces and society. Job Description ESSENTIAL FUNCTIONS Provide coverage for the Student Services Center Information Desk, working independently, and using professional judgment to respond to a variety of customer service requests in a friendly manner. Connect students to appropriate academic and student service resources to support student success. Complete Back-on-Track (BOT) administrative and financial tasks in support of the BOT Program Manager. Support students with scheduling and adjusting Student Service Center related appointments and vet student records in advance to ensure compliance with meeting requirements. Provide in person and virtual appointment scheduling support for all services within the Student Services Center and adjacent offices within QLess Tempo. Coordinator virtual advising sessions in support of Professional Advisors and Director. Convey college policy clearly and effectively. Assist students virtually by responding to the advisement department email and providing comprehensive phone assistance to all callers. Participate in ongoing professional development and training. Provide services at all three college locations, both in-person and virtually. Follow all college policies, procedures and processes. Participate in committees, activities, and events as assigned. Comply with all safety, fire, and smoking regulations. Complete all mandatory compliance and safety training as scheduled by Human Resources. Perform all other duties as assigned. Minimum Qualifications MINIMUM QUALIFICATIONS Associate's degree or equivalent credits required. Minimum 1 year of customer service experience required; Community College experience preferred. Excellent customer service skills, including, but not limited to friendliness, courteousness, thoroughness and flexibility. Demonstrated ability to work effectively with a diverse population. Demonstrate strong communication, interpersonal, leadership, facilitation, and training skills Ability to work as a part of a cross-functional team in an innovative environment, and independently as needed. Excellent computer skills, including but not limited to: Microsoft Office Suite, LMS, Self Service, Early Alert Systems, Video Conferencing and others as needed. Ability to plan and prioritize multiple tasks. Demonstrated commitment to professional development and improvement. Valid driver's license, insurance and access to private vehicle required. Benefits Special Instructions for Applicants Standard working hours are AY: Monday to Thursday 10:00 a.m. - 4:00 p.m., Friday 9:00 a.m. - 3:00 p.m.; Summer: Monday to Thursday 10:00 a.m. - 4:00 p.m., Friday 9:00 a.m. - 3:00 p.m. Published Salary Range $20.00 Job Open Date 01/16/2026 Job Close Date Open Until Filled Yes Job Category Administrative/Staff Application Types Accepted Main App - Applicant Supplemental Questions
    $20 hourly 6d ago
  • Relationship Banker - Wilmington Market

    Bank of America Corporation 4.7company rating

    Finance service representative job in Media, PA

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $28k-36k yearly est. 6d ago
  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Finance service representative job in Philadelphia, PA

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $71k-128k yearly est. Easy Apply 60d+ ago
  • Equity Trader

    Chimerasecurities 3.8company rating

    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
  • 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 16d ago
  • Part Time (30 Hour) Associate Banker, Sayreville Ernston Rd Branch, Parlin, NJ Bilingual Spanish Preferred

    JPMC

    Finance service representative job in Berlin, NJ

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $54k-108k 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. 6d ago
  • Banking Associate - Berlin NJ (Full Time)

    TDI 4.1company rating

    Finance service representative job in Berlin, NJ

    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 financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $22-27.8 hourly Auto-Apply 20d ago
  • Banking Associate/Cheltenham (Wyncote)(30hrs)

    TD Bank 4.5company rating

    Finance service representative job in Wyncote, PA

    Wyncote, Pennsylvania, United States of America **Hours:** 30 **Pay Details:** $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. **Depth & Scope:** + Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services + Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations + Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer + Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience + Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert + Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking + Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization **Education & Experience:** + High school diploma or GED + 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred + Demonstrated Customer Service skills preferred + Ability to work during operating hours to include evenings, weekends and holidays as scheduled + Teller experience preferred + Required to complete Teller training and part 1 of platform training upon hire + Strong organization skills to handle multiple tasks in a fast-paced environment + Excellent communication skills with ability to be concise, clear and consistent + Demonstrated effective problem-solving skills + Demonstrated ability to schedule and prioritize work + Demonstrated ability to work independently and within deadlines + Sound judgment in decision making and problem solving + Proficient in Microsoft Office + Notary License preferred **Customer Accountabilities:** + Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers + Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral + Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings + Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert + Understands and supports the Bank's customer service strategy + Considers the impact of decisions on the well-being of TD, its customers and stakeholders + Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers + Ensures tasks are performed within established policy and procedures + Successfully completes all required job specific, compliance-related training + Understands, utilizes and follows compliance/risk and control programs + Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans + Is knowledgeable of and complies with TD Code of Conduct **Shareholder Accountabilities:** + Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer + Accurately processes cash/deposit/withdrawal transactions and other account servicing requests + Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address + Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents + Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions + Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR + Follows policy and procedure for Customer Authentication + Acts as Dual Control agent when required + Follows all required open/close procedures **Employee/Team Accountabilities:** + Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of + the team + Be an active participant in personal performance and development activities + Acts as a brand champion both internally and externally + Collaborates with team members in contributing to the success of the team and organization + Partners as a team player + Actively seeks opportunities to improve delivery of work with high attention to quality standards + Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills + Positively embraces change + Adheres and participates in TD's Shared Commitments + Models quality service at every Customer interaction + Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience + May train and act as a mentor to newer colleagues **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Frequent Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Frequent Standing - Frequent Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $22-27.8 hourly 60d+ ago
  • Private Client Banker - Horsham, PA

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Horsham, PA

    JobID: 210703150 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $48k-114k yearly est. Auto-Apply 6d ago
  • Route Service Representative (4-Day Workweek)

    Cintas Corporation 4.4company rating

    Finance service representative job in Philadelphia, PA

    Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, i Service, Representative, Sales Representative, Manufacturing, Retail
    $31k-35k yearly est. 3d ago
  • Client Service Representative- Business License

    Corporation Service Co (AKA: CSC

    Finance service representative job in Wilmington, DE

    Client Service Representative Monday-Friday 9am-6pm Wilmington, DE or Tallahassee, FL We're hiring a Client Service Representative for our Business License team. You'll work directly with our clients (other companies) and teams at CSC to provide solutions that help their business run smoother and smarter. Our client service professionals are empowered to solve customer inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the drive, energy, and commitment to provide world-class service. CSC is a place where you're encouraged and expected to be your best. We're a company of helpful people teaming up to make a difference in global business and our local communities. Passionate about service quality, giving back to the community, and devoted to continuous improvement, CSC is the business behind business. Some of the things you'll be doing: Build relationships with our clients to better understand their unique needs and concerns Research, analyze, review, and process legal documents Fulfill requests and answer questions for internal and external customers via phone or electronically Provide excellent client service to both internal and external clients Manage client portfolios and organize workflow to meet clients' time frames and demands Data entry of client information, electronic filing, and retrieval of documents Navigate between multiple databases quickly and accurately Recommend process improvements where applicable Maintain and grow existing client business by providing outstanding service and by recognizing and proactively offering appropriate services What technical skills, experience, and qualifications do you need? At least 5 years of experience working in a business to business customer service or administrative capacity Energetic self-starter who thrives in a fast-paced, team-oriented environment Attention to detail and accuracy Strong research skills Strong prioritization and time-management skills Flexibility and agility, with the ability to multitask Problem-solving skills Strong computer skills and proficiency in MS Office, Word, and Excel Excellent verbal and written communication skills Salesforce experience a plus #CSC #CSCCareers #LI-SL1
    $31k-50k yearly est. 6d ago
  • Permanent Part-Time Enrollment Services Associate - Advisement

    Camden County College 4.2company rating

    Finance service representative job in Camden, NJ

    Information Information (Default Section) Title Permanent Part-Time Enrollment Services Associate - Advisement Camden County College (CCC) is a leading two-year community College with campuses in Blackwood, Cherry Hill and Camden, New Jersey. In addition, the college operates a Regional Emergency Training Center to educate and train police and fire academy professionals as well as a partnership with the Joint Health Sciences Center in the Camden City educational hub. The college is proud of its status as a Hispanic-serving and military friendly institution. As a leading employer in the region, CCC offers dynamic opportunities for educators, academic leaders, and professionals who are passionate about shaping the future of education and workforce development. Joining CCC means becoming part of a mission-driven institution that values diversity, innovation, and excellence. Our faculty and administrative teams are dedicated to student success, academic rigor, and community engagement, making CCC an exciting and rewarding place to work. Choose CCC for competitive salaries and comprehensive benefits, including health, retirement and tuition assistance. Location Blackwood Campus Department Strategic Enrollment Days and Hours See Special Instructions Requisition Number Position Goals POSITION GOALS The Enrollment Services Associate - Advisement will report directly to the Director of Academic Advisement and will promote a positive and successful learning environment for students and campus visitors in an effort to increase student retention, success and completion. As the first point of contact for the Student Services Center, the position will leverage a holistic approach in assisting students with resource referrals, campus policy interpretation, enrollment steps, appointment scheduling and service use, and general campus navigation. The Enrollment Services Associate - Advisement will remain consistent with Camden County College's acknowledgement of the inherent value and dignity of all individuals by creating and nurturing a learning and working environment that affirms and leverages our community's traditions, heritages, perspectives, and experiences. We are committed to fostering a culture of excellence designed to facilitate the personal and professional success, growth, development, and well-being of all members of our community. We manifest this commitment through our innovative, strategic and collaborative efforts to develop leaders who believe in and lead others toward practicing civility, mutual respect, in our workplaces and society. Job Description ESSENTIAL FUNCTIONS Provide coverage for the Student Services Center Information Desk, working independently, and using professional judgment to respond to a variety of customer service requests in a friendly manner. Connect students to appropriate academic and student service resources to support student success. Complete Back-on-Track (BOT) administrative and financial tasks in support of the BOT Program Manager. Support students with scheduling and adjusting Student Service Center related appointments and vet student records in advance to ensure compliance with meeting requirements. Provide in person and virtual appointment scheduling support for all services within the Student Services Center and adjacent offices within QLess Tempo. Coordinator virtual advising sessions in support of Professional Advisors and Director. Convey college policy clearly and effectively. Assist students virtually by responding to the advisement department email and providing comprehensive phone assistance to all callers. Participate in ongoing professional development and training. Provide services at all three college locations, both in-person and virtually. Follow all college policies, procedures and processes. Participate in committees, activities, and events as assigned. Comply with all safety, fire, and smoking regulations. Complete all mandatory compliance and safety training as scheduled by Human Resources. Perform all other duties as assigned. Minimum Qualifications MINIMUM QUALIFICATIONS Associate's degree or equivalent credits required. Minimum 1 year of customer service experience required; Community College experience preferred. Excellent customer service skills, including, but not limited to friendliness, courteousness, thoroughness and flexibility. Demonstrated ability to work effectively with a diverse population. Demonstrate strong communication, interpersonal, leadership, facilitation, and training skills Ability to work as a part of a cross-functional team in an innovative environment, and independently as needed. Excellent computer skills, including but not limited to: Microsoft Office Suite, LMS, Self Service, Early Alert Systems, Video Conferencing and others as needed. Ability to plan and prioritize multiple tasks. Demonstrated commitment to professional development and improvement. Valid driver's license, insurance and access to private vehicle required. Benefits Special Instructions for Applicants Standard working hours are AY: Monday to Thursday 10:00 a.m. - 4:00 p.m., Friday 9:00 a.m. - 3:00 p.m.; Summer: Monday to Thursday 10:00 a.m. - 4:00 p.m., Friday 9:00 a.m. - 3:00 p.m. Published Salary Range $20.00 Job Open Date 01/16/2026 Job Close Date Open Until Filled Yes Job Category Administrative/Staff Application Types Accepted Main App - Applicant
    $20 hourly 6d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Lower Merion, PA?

The average finance service representative in Lower Merion, 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 Merion, PA

$40,000

What are the biggest employers of Finance Service Representatives in Lower Merion, PA?

The biggest employers of Finance Service Representatives in Lower Merion, PA are:
  1. Mutual of Omaha
  2. Fidelity Holding
  3. Fidelity Investments
  4. Lincoln Financial Group
  5. Fox Talent Solutions
  6. Jim Little-State Farm Agent
Job type you want
Full Time
Part Time
Internship
Temporary