Finance service representative jobs in Mesa, AZ - 1,914 jobs
All
Finance Service Representative
Banking Associate
Customer Service Representative
Bank Specialist
Business Banker
Personal Banker
Equity Trader
Finance & Sales Representative
Trader
Finance Service Specialist
Finance Representative
Registered Representative
Relationship Banker
Service Associate
Finance Service Advisor
Proprietary Equity Trader
T3 Trading Group 3.7
Finance service representative job in Chandler, AZ
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 the heart of New York City's 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 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$65k-112k yearly est. Easy Apply 60d+ ago
Looking for a job?
Let Zippia find it for you.
Customer Service Representative 4
Arizona Department of Administration 4.3
Finance service representative job in Phoenix, AZ
DEPT OF HEALTH SERVICES
The Arizona Department of Health Services promotes and protects the health of Arizona's children and adults. Our mission is to promote, protect, and improve the health and wellness of individuals and communities in Arizona. We strive to set the standard for personal and community health through direct care, science, public policy, and leadership. ADHS promotes alternative work schedules, flexible hours. We have positions that can fit any stage in your career, from entry to senior level. We offer a robust benefit package, including the ADHS Student Loan Assistance Program, where eligible employees can receive up to $437.50 per month for their outstanding student loans. Come check us out and see how you can make a difference in the lives of all Arizonans.
Job Location:
Address: 150 N 18th Ave. Phoenix, AZ 85007
Posting Details:
Salary: $42,500
Grade: 17
Job Summary:
This position provides courteous, accurate, and timely customer service to the public of the State of Arizona while answering calls using the BVR call center system and to in person customers. This entails managing a high volume of customer calls that come into the call center while providing direction and assistance to each caller in a timely and professional manner. The incumbent will interpret and comply with statutes, rules, regulations, policies and procedures. Process and secure customer information, cash receipts, certified paper, applications, corrections, amendments, and confidential documents. Provide quality control of the certified paper and certificates to ensure correct certificates are issued and mailed to correct applicants. Assist with the most complex customer service complaints, inquiries and issues that may include specialized instruction, training or certification in specialized areas of expertise. Responsible for training lower level staff and will assist with unit workflow, evaluating, recommending and
making changes to work processes and procedures. Has mastered all duties and responsibilities of the Customer ServiceRepresentative 3 position for Vital Records.
Job Duties:
Provides complete and accurate service to applicants for birth and death certificate requests, amendments, corrections, adoptions, delayed/presumptive death, putative father and court ordered paternity through the quality review and shipment of records to applicants. Ensures all mail is enveloped and properly secured each day. Sorts, opens and reviews incoming mail and distributes to appropriate area. (CONT BELOW)
Answers telephone calls and gives appropriate guidance and information to the caller to facilitate resolution of the issue. Research the various databases to identify a record, order information and or status of an order. Provides a resolution to customer issues.
Provides training to lower level staff on each job function. Assist with unit workflow through evaluating and recommending changes to work processes and procedures. Creates and edits desk procedures as needed.
Interpret and apply statutes, rules, policies and procedures. Provides support to lower level staff that encounter difficult or hostile customers over the phone or in person.
Assist with special projects requiring research, documentation, filing, and organizing.
Other duties as assigned as related to the position (typically 5% - 10%)
Knowledge, Skills & Abilities (KSAs):
Knowledge of:
-Customer service techniques;
-Use of office equipment and computer
systems
-General office procedures and practices
- Performance Management (PM), and Continuous Quality Improvement (CQI) and Lean methodologies.
Skill in:
-Oral and written communication
-Using courtesy and tact when interacting
with internal and external customers
-Use of call center phone system
-Operating a register and cash handling
Ability to:
-Create and edit policies and desk procedures that
are pertinent to daily job functions.
-Advanced knowledge of rules and statutes and
able to Interpret and clarify regulations and
statutes applicable to Vital Records.
-Learn and operate new computer systems and
processing equipment
-Work in a fast-paced high volume office setting
dealing with the public
-Provide information using oral and written
communication
-Listen to and interpret information
-Resolve high level customer issues and
complaints
- Support a diverse multi-cultural workforce that reflects the community, promotes equal opportunity at all levels of public employment, and creates an inclusive work environment that enables all individuals to perform to their fullest potential free from discrimination.
Selective Preference(s):
Minimum high school diploma or equivalent.
5+ years of experience in customer service or 3 years in a customer service call center environment.
Experience with multiple line telephones, computer and technology preferred.
Pre-Employment Requirements:
Must possess a valid level one fingerprint clearance card issues pursuant to A.R.S. §36-113.
If this position requires driving or the use of a vehicle as an essential function of the job to conduct State business, then the following requirements apply: Driver's License Requirements.
All newly hired State employees are subject to and must successfully complete the Electronic Employment Eligibility Verification Program (E-Verify).
Benefits:
The State of Arizona provides an excellent comprehensive benefits package including:
− Affordable medical and dental insurance plans
− Paid vacation and sick time
− Paid Parental Leave-Up to 12 weeks per year paid leave for newborn or newly-placed foster/adopted child (pilot program).
− 10 paid holidays per year
− Wellness program and plans
− Life insurance
− Short/long-term disability insurance
− Defined retirement plan
− Award winning Infant at Work program
− Credit union membership
− Transit subsidy
− ADHS Student Assistance Pilot Program
By providing the option of a full-time or part-time remote work schedule, employees enjoy improved work/life balance, report higher job satisfaction, and are more productive. Remote work is a management option and not an employee entitlement or right. An agency may terminate a remote work agreement at its discretion.
Learn more about the Paid Parental Leave pilot program here. For a complete list of benefits provided by The State of Arizona, please visit our benefits page
Retirement:
To help you build a financially secure future, the State makes monthly contributions to finance your retirement benefit. The State will contribute to the ASRS in an amount equal to your contribution. In other words, you and the State will each pay 50% of the total cost of the benefit. New State employees have a 27-week wait period for contributions to begin.
Contact Us:
The State of Arizona is an Equal Opportunity/Reasonable Accommodation Employer. Persons with a disability may request a reasonable accommodation such as a sign language interpreter or an alternative format by calling **************. Requests should be made as early as possible to allow sufficient time to arrange the accommodation. DHS is an Equal Employment Opportunity Employer. All newly hired employees will be subject to E-Verify Employment Eligibility Verification.
$42.5k yearly 60d+ ago
Resident Services Associate - PT
Community Management Holdings 4.3
Finance service representative job in Maricopa, AZ
Job Description
Are you a customer service aficionado? Are you looking for a company where you can learn and grow?
We're CCMC, a community management company specializing in master-planned communities. Our vision of inspiring a resident-centric focus is brought to life by our core values: Integrity, Respect, Service and Community.
About the Community:
Tucked away in a quiet community is a gated, age-qualified neighborhood featuring new, energy-efficient, single-family homes. Amenities include acres of lakes and greenbelts, heated resort-style swimming pool and spa, indoor lap pool, fitness center, 18-hole putting course, library, ballroom, pickleball, tennis and bocce courts.
The Resident Services Associate provides office assistance, membership support and clerical administration for the community. This position is multi-faceted and supports the site management team in a variety of duties including ensuring all callers, visitors and residents are greeted in a friendly and informative manner.
What you'll accomplish:
Greeting and assisting guests, answering phones, and directing calls
Noting accurate messages and directing them appropriately
Operating and maintaining office equipment
Drafting and proofreading a variety of association documents including maintenance work orders
Assisting owners with coordinating resident-hosted events
Updating the association's website and calendar
Receiving, preparing and delivering mail, packages and dry cleaning
Performing other administrative duties as needed
What we're looking for:
Customer service experience, knowledge of homeowner association operations preferred
Excellent telephone manner, with a commitment to the highest customer service possible
Ability to communicate effectively
A dynamic, professional individual with a strong sense of organization and attention to detail
Computer skills with an intermediate knowledge of Microsoft Office programs including Outlook, Word and Excel
Flexibility to work after-hours and weekends at community events as needed
Must pass a pre-employment drug screen and background check
If driving is, or becomes, a requirement of the role, it is required, at all times, that you hold a valid state driver's license for the class of vehicle you are driving, maintain a clean motor vehicle report, and hold current automobile insurance at statutory limits. You must notify Human Resources immediately regarding any change to your motor vehicle standing. CCMC may periodically review motor vehicle reports to ensure compliance with these requirements.
The physical requirements can vary, but generally, they may include:
Extended Sitting or Standing: Capability to sit or stand for extended periods during meetings or events.
Lifting and Carrying: Occasionally lifting and carrying supplies or equipment up to 25 pounds.
Manual Dexterity: Skills in using technology, including computers and mobile devices.
We are committed to creating an inclusive and accessible work environment. If you require reasonable accommodations during the application process or in performing the job duties as described in the posting, please email ****************** so we can review next steps together.
What we offer:
Competitive pay, depending on experience
Part-time, flexible schedule
Employee assistance program
Perhaps most importantly, a service-oriented team who is dedicated to your success!
$27k-32k yearly est. 26d ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Mesa, AZ
Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer ServiceRepresentative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person?
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$28k-33k yearly est. Auto-Apply 60d+ ago
Part Time Associate Banker East Valley (30 Hours)
JPMC
Finance service representative job in Mesa, AZ
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs 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
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$48k-99k yearly est. Auto-Apply 60d+ ago
Relationship Banker | Scottsdale, AZ
First Busey Corporation 4.5
Finance service representative job in Scottsdale, AZ
The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience.
Duties & Responsibilities
Customer Service & Relationship Building
Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
Identify customer needs and offer solutions through the bank's products and services.
Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
Resolve customer concerns and issues promptly, ensuring a positive experience.
Sales & Referrals
Promote and cross-sell bank products.
Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate.
Account Management
Open and manage a variety of accounts.
Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers.
Provide assistance with and support for online banking services and digital banking tools.
Loan & Credit Processing
Refer clients with credit needs to the appropriate banker or line of business.
Transactions & Cash Handling
Process transactions with a high degree of accuracy.
Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.
Compliance & Risk Management
Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions.
Maintain confidentiality of customer information and ensure compliance with privacy regulations.
Monitor for potential fraud or suspicious activity, following bank procedures to address issues.
Operational Support
Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports.
Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards.
Education & Experience
Knowledge of:
Strong sales and customer service skills
Strong oral and written communication skills
Basic math and accounting functions
Ability to:
Accurately count money
Perform duties and make decisions under frequent time pressures
Stand for extended periods of time
Lift 50 pounds
Education and Training:
Requires a High School diploma.
Requires previous banking and/or sales experience.
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
Requires knowledge of Microsoft Office.
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $22-$25/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$22-25 hourly Auto-Apply 29d ago
Arizona Traders
Seven Points Capital 3.9
Finance service representative job in Peoria, AZ
Job DescriptionDescriptionWe are hiring 2-3 traders for Seven Points Arizona office opening this year. Seven Points is excited to offer a unique opportunity to join our team of successful traders. We are looking for candidates who are hard working and dedicated to success, have a passion for finance and the markets, entrepreneurial, humble and willing to learn.
Key ResponsibilitiesWe are very open to traders with various backgrounds/education, so long as the candidate can demonstrate knowledge of the markets and the ability and inclination to develop a robust approach to execution strategy.
$59k-101k yearly est. 30d ago
Customer Service Representative (Inside Sales)
Summit Electric Supply 4.8
Finance service representative job in Phoenix, AZ
Summit Electric Supply is an electrical distributor keeping current with innovative changes in the way our world is powered. With over 40 years of continuous growth in a $110 billion industry, you can count on Summit's stability. Summit will provide the tools you need, along with your commitment to customer service and drive to excel, to have a successful career in electrical supply distribution.
Job Description
Do you possesses these important qualities- an unwavering commitment to customer service, an unstoppable drive to exceed expectations, and a relentless pursuit of excellence in your current role and preparation for future opportunities and advancement? Then Summit Electric Supply has a great opportunity for you to launch your career in an atmosphere that supports growth and development in a dynamic and reliable industry!
The Customer ServiceRepresentative (CSR) is primarily responsible for assisting Summit's customers over the phone, internet, email or in person and works closely with the Service Center sales staff to ensure a high level of customer service. Summit offers ongoing training and education opportunities as well as competitive benefits and salary packages.
As a Customer ServiceRepresentative, you will be expected to:
* Thoroughly understand all product capabilities, features and benefits as well as Summit's market conditions, product warranties and services.
* Assist customers over the phone, internet, email or in person with orders, quotations and product questions.
* Negotiate profitable pricing with both customers and suppliers.
* Proactively follow up on customer orders, challenges and needs.
* Resolve customer concerns and issues as efficiently and effectively as possible.
* Assist counter and warehouse associates as needed.
*
Summit will help you achieve your goals by:
Providing all of the tools and incentives necessary to take control of your career including:
* Rigorous on the job and online training programs that prepare you for a career in our industry
* Result-driven and customer-oriented team and work environment
* Opportunity for advancement
* Monthly profit-sharing
* Comprehensive benefits including medical, dental, vision, paid vacation, and more!
Qualifications
As an ideal candidate you will have:
* High level of technical aptitude.
* One or more year(s) of experience in counter sales at an electrical distributor
* Proficiency in Microsoft Office Suite, Adobe Acrobat, Bid Manager and similar programs
* Strong customer service orientation - both external and internal.
* Exceptional follow up skills.
* A strong attention to detail and be well organized.
* Excellent interpersonal and communication skills, both oral and written.
* Time management - ability to organize and manage multiple priorities and meet deadlines.
* Flexibility - ability to effectively adapt to change.
* Must be self-directed and able to complete complex tasks with little supervision or guidance.
* Proven "do whatever it takes" attitude
* Unwavering commitment to Summit's values and mission.
* High school diploma or GED.
Beneficial Skills and Experience to be successful:
* College degree in a business discipline strongly preferred
* Previous experience in the electrical industry.
* Industrial / Refinery experience or education strongly preferred
* Previous successful experience in SAP preferred
* Completion of Bronze, Silver, or Gold of the National Association of Electrical Distributors' Education Program (EPEC).
* Knowledge of ERP systems, BI reporting tools, Bid Manager, AutoCAD, and other office software.
* Advanced knowledge of Excel.
* Basic Understanding of One-Line and Ladder diagrams.
Physical Challenges:
* Majority of job (85%+) will be done in an office environment, during regular hours of operation.
* Consistent sitting for hours at a time.
* Consistent use of keyboard and mouse.
* Must be able to lift 5+ pounds on a regular and consistent basis.
* Ability to climb stairs on occasion.
#ZR
Additional Information
Not sure yet if this is the right position for you? Contact a recruiter for more information about the position and how you can jump start your career in a dynamic, growing industry today!
Be a part of the Summit Electric family with room to grow and excel!
Not sure if this position is right for you? Click here to submit your information to our recruiting team.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. We are committed to building an inclusive team where everyone feels valued and respected. We encourage applicants from all backgrounds to apply. If you require a reasonable accommodation in the application or hiring process, please contact our lead recruiter at ************** x 1224. Employment with Summit Electric Supply is at-will. This means that either the employee or the company can terminate the employment relationship at any time, with or without cause or notice. Your application and resume will be kept confidential and used solely for the purpose of evaluating your qualifications for this and other potential job opportunities within Summit Electric Supply. Employment is contingent upon successful completion of a background check.
$27k-31k yearly est. 1d ago
Financial Services Representative State Farm Agent Team Member
Scott Christian-State Farm Agent
Finance service representative job in Mesa, AZ
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Opportunity for advancement
ROLE DESCRIPTION: Join Our Winning Team at Scott Christian State Farm Agency! Are you ready to take your career to the next level in a fast-paced, supportive environment where your growth and success truly matter? Scott Christian State Farm Agency is looking for a motivated and organized FinancialServicesRepresentative to help us connect with customers and grow our business in auto, home, life, health, and mortgage insurance.
Why Join Us?
At Scott Christian State Farm Agency, youre more than just an employee youre a key player in a dynamic team that values your energy, ideas, and passion for helping others. We offer a fun, collaborative workplace where your hard work is rewarded and your career path is unlimited. If youre ready to make a real impact and boost your earning potential, this is the place for you!
What Youll Do:
Build strong, lasting relationships with customers through excellent service and follow-up
Guide clients by explaining insurance options tailored to their needs
Handle inquiries quickly and professionally, from coverage details to claims and billing
Drive business growth by expanding our book of business across multiple insurance lines
Collaborate with agents to attract and retain customers in a friendly, team-oriented atmosphere
Who You Are:
Passionate about delivering outstanding customer service
Experienced in sales? Great! (inside sales, retail, telemarketing, or related fields)
Ready and willing to earn your Property & Casualty and Life/Health licenses (well support you!)
Goal-oriented with a desire to grow your skills and income through marketing and outreach
What We Offer:
Competitive base salary plus commission and bonuses your success pays off!
Paid time off including vacation and sick days
Comprehensive health benefits
Real opportunities for career advancement and personal growth
If youre excited to join a team that values your contributions and is committed to your success, apply now and start your rewarding journey with Scott Christian State Farm Agency!
$27k-40k yearly est. 15d ago
Financial Services Representative (Gilbert, AZ)
Morgan Stanley 4.6
Finance service representative job in Gilbert, AZ
Are you interested in financialservices? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our FinancialServices team!
As an unlicensed FinancialServicesRepresentative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios.
To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses.
In This Role You Will:
Provide excellent customer service by identifying customer needs and determining the best solution for them.
Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from.
Show us your determination to drive sales by engaging customers and identifying new opportunities.
Follow processes and manage your time efficiently throughout the day.
Continually learn about investments and the financial markets to address the individual client's investment needs .
Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary.
Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important.
Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family).
Be involved in other projects and tasks (because there may be other things you can help with).
A Typical Workday as a FinancialServicesRepresentative includes:
Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests.
Following up with customers regarding outstanding account related items.
Participating in continuing education and development.
Benefits of being a Morgan Stanley FinancialServicesRepresentative:
Develop a robust understanding of the financialservices industry and gain insight into one of the world's leading financial institutions.
Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning .
Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley.
Enjoy a hybrid work environment that enables employees to thrive.
Competitive base salary and a wide range of additional benefits including:
Paid time off
Savings programs
Health care (medical, dental, vision)
Insurance plans
Tuition and licensing reimbursement along with student loan refinancing
Fitness subsidy
401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program
Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments
Generous parental leave
Commitment to Diversity and Inclusion
Employees are encouraged to give back to your community
What You Bring to the Table:
A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education)
You've spent at least 2 years working in a customer-facing role
MUST be flexible to work a hybrid schedule (3 days a week in office)
Even better if you:
Have at least 2 years' experience working in a call center environment or within a financial institution
You can articulate your experience working on a team and in a highly collaborative environment
You have previously been in a role where you had to meet sales goals either through full time work or college internships
You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$37k-58k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
Roto-Rooter Services Company 4.6
Finance service representative job in Tempe, AZ
Founded in 1935, Roto-Rooter is North America's largest plumbing, drain cleaning, and water cleanup services provider. Roto-Rooter operates businesses in over 100 company-owned branches, independent contractor territories, and approximately 400 independent franchise operations, serving approximately 90% of the U.S. population and parts of Canada.
Call Center Customer ServiceRepresentative
If job security, top pay, excellent benefits, and career advancement representing a well-known national brand are what you're looking for, Roto-Rooter is the company for you. We take pride in being a great place to work and providing excellent pay with top benefits. This position is at our Arizona Call Center located in Tempe, AZ.
Responsibilities
Hiring immediately, which may include Saturdays and Sundays. Bilingual skills preferred, but not required. This is a full-time customer service position at Roto-Rooter's Phoenix area Call Center.
Be the first point of contact with our customers.
Obtain key information from the customer while expressing empathy, a sense of urgency and confidence that they called the right company and we will solve their plumbing problems.
Data entry, including customer contact information and relevant details concerning their plumbing problems.
Schedule a service call based on customer's availability and convenience.
Discuss additional services and products we have available that may be helpful.
Be a trusted informational resource for Roto-Rooter customers.
Requirements
Bilingual skills are a plus!
Strong customer service focus
AS400 knowledge is preferred
Prior call center experience is helpful
Able to work in a fast-paced environment
Excellent oral and written communication skills
A Working knowledge of Microsoft Word and Excel programs
Self-starter who is organized and thorough with attention to detail
Benefits
At Roto-Rooter, we believe our most significant investment is in our employees. We prioritize the health and well-being of our team and their families. That's why we offer an extensive employee benefit package including:
Medical insurance with a Prescription Drug Card
Accident and Critical Illness Insurance
Dental Insurance
Vision Insurance
Paid Vacation
Paid Training
Life Insurance
Matching 401K Retirement Savings Plan
Tuition Reimbursement
Profit Sharing
Roto-Rooter offers excellent career paths for military veterans and personnel transitioning to civilian professions. Throughout nearly 100 years in business, we've found that military training and structure are an excellent fit for our company.
EEO Statement
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, color, sex, gender, age, national origin, veteran status, military status, disability, gender identity, sexual orientation, genetic information, or any other characteristic protected by law.
Advertising Tags
ACC1
#LI-SB2
#LI-ONSITE
$28k-35k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - Retirement and Benefits
Bank of America 4.7
Finance service representative job in Chandler, AZ
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.
Successful applicants who have already passed the SIE exam at the time of offer may be eligible for a $2500 bonus, in accordance with terms and conditions set forth in the offer letter.
You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start date. You will achieve this through scheduled study time, in depth online resources and on-site coaching and support.
The Licensing Program provides you with the coaching and guidance that you'll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7 and Series 63 licensing). These credentials along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill.
Responsibilities:
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders
Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access
Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
Required Qualifications:
Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence
Ability to engage with clients while navigating multiple screens - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections
Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Ability to handle confidential matters and sensitive information in a responsible manner
Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients' financial lives
Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
Applies strong critical thinking and problem-solving skills to meet clients' needs
Ability to work under pressure
Can learn and understand technology to assist clients with the latest in Digital and Digital banking
Comfortable receiving ongoing performance feedback and coaching
Ability to learn and adapt to new information and technology platforms
Must be flexible to work various shifts which may include a weekend day
** 1st and 2nd shifts available **
Desired Qualifications:
Bilingual Spanish
Skills:
Account Management
Customer and Client Focus
Issue Management
Oral Communications
Regulatory Compliance
Active Listening
Adaptability
Problem Solving
Risk Management
Attention to Detail
Business Acumen
Trading
Valuation Ethics and Practice Standards
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range$25.00 - $30.00 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$25-30 hourly Auto-Apply 10d ago
Patient Financial Services Representative
Healthcare Outcomes Performance Company 4.2
Finance service representative job in Phoenix, AZ
At The CORE Institute, we are dedicated to taking care of you so you can take care of business! Our robust benefits package includes the following:
Competitive Health & Welfare Benefits
Monthly $43 stipend to use toward ancillary benefits
HSA with qualifying HDHP plans with company match
401k plan after 6 months of service with company match (Part-time employees included)
Employee Assistance Program that is available 24/7 to provide support
Employee Appreciation Days
Employee Wellness Events
Qualifications
High school diploma/GED or equivalent is required.
1-2 years of experience in a hospital, medical office, or customer service setting (preferred).
Familiar with and understand Medicare, Medicaid and other government payors and HMO/PPO payors guidelines and principals.
Understands benefits (i.e.: deductibles, copays, and coinsurance) and how to calculate estimates per the payor contract as applicable.
Previous patient registration in a medical office, hospital or outpatient surgery center.
Medicare, Medicaid and other government payor guidelines.
Clear understanding of insurance benefits and how to calculate patient responsibility.
Knowledge of Patient Registration.
Strong customer service and communication skills.
Ability to communicate patient responsibility clearly with patients, communicate with physician's office staff, payors and hospital teammates.
Ability to resolve issues in a professional manner.
Ability to work independently with minimal supervision.
Essential Functions
Greet patients, families, and visitors in a courteous and professional manner.
Answer and route incoming patient calls promptly and professionally.
Maintain a clean and organized front desk area.
Maintain confidentiality and compliance with HIPAA and hospital policies.
Assist with other clerical or administrative tasks as assigned.
Maintain a clean and organized work environment and ensure supplies are stocked.
Collaborate with other departments to ensure smooth patient flow and timely service.
Initiate and announce overhead emergency codes, including "Code Red" in the event of fire or smoke detection, following facility procedures.
Respond calmly and appropriately to emergency situations, including notifying security and/or emergency response teams.
Collect and verify patient demographics, insurance information, and required documentation.
Input accurate patient data into the hospital EMR system.
Prepare patient charts in advance of scheduled appointments to ensure all required documentation is complete and accurate. Include all necessary forms, such as consent forms. Patient Estimate Letters and procedure-specific paperwork
Obtain patient signatures for consent forms, insurance authorizations, and privacy acknowledgments.
Provide patients with information on hospital policies, procedures, and financial responsibilities.
Coordinate with clinical and billing departments to ensure proper patient flow and documentation.
Respond to patient and visitor inquiries and resolve registration issues efficiently.
Confirm and document insurance information to reduce the risk of claim denials.
Explain financial responsibility to patients when appropriate.
Accept and process payments for co-pays or deposits, when necessary.
Be familiar with individual payor guidelines and the process of collecting over the counter payments/deductibles/co-pay/coinsurance. Knowledge of payor contracts including Medicare, Medicaid and other government contracts and guidelines.
Investigate questionable information promptly, i.e. MVA and work comp information that conflicts with insurer information.
Notify Business Office Manager and Physician Office of any benefit, financial or authorization concerns or issues immediately.
Work two weeks ahead of surgeries to avoid late notice cancellations.
Contact patients in advance of their scheduled imaging appointments to provide information about their financial responsibility (e.g., co-pays, deductibles, self-pay estimates).
Review and explain out-of-pocket costs clearly and answer any patient questions regarding their financial obligation.
Work with patients to establish payment arrangements prior to their arrival, including setting up payment plans when appropriate and in accordance with organization policy.
Document all financial discussions and agreements and save this information in the appropriate system or shared folder for team access.
Ensure all payment plans are properly recorded and accessible to staff and billing teams to avoid confusion
Review entered information with patient to ensure accuracy.
Scan photo identification and insurance card(s) into EMR. Make any corrections to insurance information upon review of insurance card(s) when necessary.
Request Living Will/Advance Directives. Provide information if requested on where to obtain information on said forms to patient. Document when patient requests information and that it was provided in order to meet state and Joint Commission requirements.
Complete Medicare MSP questionnaire when necessary.
Collect patient responsibility upon admission.
Obtain patient signature on required forms.
Print labels and wristband and Facesheets. Review patient information with the patient and confirm accuracy before applying the wristband. Take chart with labels to Pre-op to notify nurses that patient is registered.
Meet or exceed monthly, quarterly and yearly cash collection goals.
Discusses patient information with other health team members in an appropriate environment.
Interacts with all patients, families, visitors and fellow teammates in a mature, responsible manner to ensure a positive and professional facility environment.
Must have a clear understanding of KPI and Metric's measures and ability to complete daily tasks to meet Departmental and Hospital measures.
Schedule, reschedule, and cancel imaging appointments as needed
Communicate prep instructions for various imaging procedures (e.g., MRI, CT, X-ray)
Coordinate with imaging technologists and other departments to ensure proper patient flow
Verify imaging orders to ensure all information is accurate, complete, and matches the scheduled exam (e.g., exam type, body part, laterality, clinical indications).
If discrepancies or missing information are identified, follow established procedures to contact the ordering provider or their office to obtain a corrected or updated order.
Ensure all orders are finalized and properly documented in the patient chart prior to the appointment to avoid delays in care and ensure compliance with regulatory requirements.
Contact patients in advance to confirm their upcoming imaging appointments.
Verify appointment details including date, time, location, and type of exam.
Provide patients with any necessary preparation instructions (e.g., fasting, medication restrictions) specific to their imaging procedure.
Address any patient questions or concerns and ensure they understand check-in procedures and arrival time expectations.
Document confirmation in the appropriate system or communication log.
Other duties as assigned.
$25k-33k yearly est. 12d ago
Receptionist / Administrative CSR
RSI 4.0
Finance service representative job in Glendale, AZ
Requirements
Education:
· High school diploma or GED equivalent
Your Job Adventure includes:
· Retrieve all voicemails on the main RSI line and expertly direct them to the right destination.
· Field all incoming calls, ensuring each is directed to the appropriate party for swift resolution.
· Greet and assist all visitors to RSI, making them feel right at home
· Open, notate, copy, and file all incoming mail and correspondence with ninja-level efficiency.
· Retrieve, fax, notate, and file all incoming and outgoing faxes with precision.
· Input new business referrals into CUBS or Excel, keeping our databases up to date.
· Process all outgoing mail, ensuring it reaches its destination hassle-free.
· Tackle other administrative duties as dictated by the dynamic needs of the business
Skills Needed:
· Navigates the Microsoft Office suite with ease because tech is your playground
· Typing wizard with a swift and accurate touch, clocking in at 30 words per minute
· The art of juggling tasks is your forte, seamlessly handling multiple responsibilities
· A customer service rockstar, turning interactions into delightful experiences
· Master of both written and oral communication, expressing ideas with clarity and impact
Extra Awesome Attributes:
· Reliable backbone, consistently delivering excellence
· Organized virtuoso, turning chaos into streamlined efficiency
· Quick study, always ready to tackle new challenges with ingenuity
· The keeper of secrets, handling highly confidential information with the utmost care and discretion
Position Summary:
Handling incoming calls, managing mail, correspondence, and the hustle of faxes, you'll be the captain of first impressions, ensuring our guests feel the warmth of our hospitality. Behind-the-scenes, a wizard, conjuring daily reports and effortlessly managing various administrative duties. Your touch will be the magic that keeps everything running like a well-oiled machine. Join our team and be the heartbeat of our front desk experience. It's not just a job; it's a daily performance where you set the tone for success!
$29k-37k yearly est. 60d+ ago
Financial Sales Representative
Chris McCoy-State Farm Agency
Finance service representative job in Scottsdale, AZ
Job Description
Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic
If yes, consider a career at Chris McCoy State Farm to drive positive impact in the lives of families every day. Backed by a Fortune 50 company that is a leader in the financialservices industry, we will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to customers while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with our customers.
What we offer...
Training and development
We'll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. You'll also get rewarded and acknowledged with sales incentives and professional development trips for our top performing team members.
Digital tools
Beyond this training and support, we will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain customers with web, social and email content.
Products and solutions
Together with its subsidiaries, State Farm provides a range of products, including home, auto & life insurance, annuities, disability income insurance and investment products such as mutual funds through our broker-dealer arm STATE FARM VP MANAGEMENT CORP. (member of FINRA and SIPC), ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as security licensing to offer wealth management and advisory services, estate planning strategies and business solutions.
Human guidance
When you join Chris McCoy's State Farm, you're joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with fellow Agent Aspirants.
$52k-85k yearly est. 30d ago
Commercial Banking Associate - Deposit Support
Alerus Financial 4.0
Finance service representative job in Phoenix, AZ
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.
CORE VALUES: Passion for Excellence:: Success is Never Final :: Do the Right Thing :: One Alerus
ABOUT THE ROLE:
The Commercial Banking Associate - Deposit Support provides critical, comprehensive support to Bankers specializing in deposit clients, such as commercial businesses, government entities, and nonprofit organizations. The position involves managing specialized banking solutions tailored to each sector's unique needs, ensuring efficient account management, regulatory compliance, and exceptional customer service. With a strong focus on detail and organization, this position serves as the operational backbone of the team, helping to maintain smooth client relationships and internal coordination.
WHAT YOU'LL BE DOING:
Serve as a point of contact with deposit clients being a liaison between relationship managers and clients, ensuring timely responses and follow-ups. Coordinate scheduling of client meetings, events, and follow-up activities.
Support relationship management efforts by preparing briefing materials and client insights. Assist in onboarding new deposit clients and maintenance efforts, including documentation and compliance coordination.
Provide outstanding service to deposit clients, addressing inquiries, resolving issues, and assisting with various banking needs; includes understanding the specific regulatory and operational requirements of specialized entities.
Perform accurate and timely account maintenance tasks, including opening of new accounts, updating client information, and processing transactions, oversee the request and fulfillment process for client checks and debit cards.
Ensure adherence to KYC, CIP, CDD, BSA processes, policies and regulatory requirements.
Perform Commercial Deposit Signature Card and Master Resolution maintenance.
Track sales pipeline activity using CRM tools, support the preparation of credit packages, proposals, and term sheets.
Collaborate closely with Bankers, providing comprehensive administrative and operational support to help them manage and grow their client portfolios; includes monitoring reports, gathering client documentation, and assisting with client follow-ups, often involving complex financial structures and Treasury Management structures, attending and preparing internal team meeting minutes, researching and compiling market and industry relevant data.
Assist in the preparation of professional presentations that cater to specialized sectors for deposit clients.
Help format and prepare professional proposals for clients, ensuring accuracy, clarity, and adherence to brand guidelines, as well as specific Request for Proposal (RFP) requirements.
Monitor, coordinate, and (in many cases), act as the first point of contact to ensure clients requested commercial banking, investment, ARB and Treasury Management referrals are seamlessly transitioned. Coordinate and support general internal partner management efforts.
Responsible for managing the accuracy of data within internal applications across internal partner departments.
WHAT YOU SHOULD HAVE:
Associate's degree or equivalent combination of education and/or related experience in the financialservices industry
1+ year of commercial, government, or nonprofit administration and/or deposit/investment experience
Understanding of commercial deposits, bank operations, products and services, business entity structure and documentation
Capacity to manage and stay organized while working with high volume, time sensitive transactions with proven time management, problem-solving skills and resourcefulness.
Ability to be flexible, implement continuous change and demonstrate a positive attitude
High level of commitment to accuracy and detail
Effective written and verbal communication skills
High level of discretion, professionalism and collaboration skills
Proactive, detail-oriented, resourceful and thrives in a fast-paced, client-focused environment
WHAT WE BRING TO THE TABLE:
Competitive compensation including base salary, bonus and/or incentive opportunities.
Comprehensive benefits package provides a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
Learning and development resources for personal and professional career development, and advancement opportunities.
Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
Support for the communities we live in through paid volunteer time and a company donation match opportunity.
WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.
BASE PAY RANGE:
$22.00 - $30.00 per hour
The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.
Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
$22-30 hourly 2d ago
U.S. Private Bank - Associate - National Client Team
Jpmorgan Chase & Co 4.8
Finance service representative job in Phoenix, AZ
JobID: 210673472 JobSchedule: Full time JobShift: : We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a National Client Banker, you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of clients and work in a fast paced environment. You will be part of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate client referrals and acquire new assets from existing client base
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P. Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, Skills
* Three plus years of work experience in Private Banking or FinancialServices
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
$25k-47k yearly est. Auto-Apply 60d+ ago
Senior Financial Services Specialist
Us01
Finance service representative job in Chandler, AZ
Introduction to the job
ASML US brings together the most creative minds in science and technology to develop lithography machines that are key to producing faster, cheaper, more energy-efficient microchips. We design, develop, integrate, market and service these advanced machines, which enable our customers - the world's leading chipmakers - to reduce the size and increase the functionality of their microchips, which in turn leads to smaller, more powerful consumer electronics. Our headquarters are in Veldhoven, the Netherlands, and we have 18 office locations around the United States including main offices in Chandler, Arizona, San Jose and San Diego, California, Wilton, Connecticut, and Hillsboro, Oregon.
ASML is seeking a Payroll Analyst that is detail oriented and analytical to join our team. In this role you will be responsible for US payroll compliance, reporting, analysis, and research. Enjoy working in a fast-paced multi state environment with the ability to drive process improvement.
Role and responsibilities
Ensure compliance with federal, state, and local payroll, wage, and hour laws
Perform technical research and analysis on wage and payroll regulations
Process bi-weekly payroll for US based employees using UKG
Prepare and maintain accurate payroll records and reports
Process new hires, terminations, manual checks, and other updates
Review and process LOA employees
Maintain and update employee payroll records and ensure data accuracy
Provide employee/internal customer support on payroll-related cases in Service Now
Provide reports and business insight regarding payroll data to internal and external business partners
Ability to complete assignments with attention to detail and high degree of accuracy
Work according to a strict set of procedures within the provided timelines
Provide payroll audit support to internal, external, and benefit plan auditors
Execution of designated SOX and internal controls
Process and review garnishments
Participate in year-end activities
Education and experience
Minimum 2 years of relevant work experience within a large, multi-state, public company
Solid MS Office suite skills
Excellent communication, customer service, and problem-solving skills
Work independently or as part of a team and follow through on assignments with minimal supervision
Knowledge of federal and state employment laws
Skills
Proficiency in relevant payroll systems, such as UKG, ADP Smart Compliance.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills for working with various stakeholders.
Excellent organizational and time-management skills
Inclusion and diversity
ASML is an Equal Opportunity Employer that values and respects the importance of a diverse and inclusive workforce. It is the policy of the company to recruit, hire, train and promote persons in all job titles without regard to race, color, religion, sex, age, national origin, veteran status, disability, sexual orientation, or gender identity. We recognize that inclusion and diversity is a driving force in the success of our company.
Need to know more about applying for a job at ASML? Read our frequently asked questions.
Request an Accommodation
ASML provides reasonable accommodations to applicants for ASML employment and ASML employees with disabilities. An accommodation is a change in work rules, facilities, or conditions which enable an individual with a disability to apply for a job, perform the essential functions of a job, and/or enjoy equal access to the benefits and privileges of employment. If you are in need of an accommodation to complete an application, participate in an interview, or otherwise participate in the employee pre-selection process, please send an email to USHR_Accommodation@asml.com to initiate the company's reasonable accommodation process.
Please note: This email address is solely intended to provide a method for applicants to initiate ASML's process to request accommodation(s). Any recruitment questions should be directed to the designated Talent Acquisition member for the position.
$27k-40k yearly est. Auto-Apply 50d ago
Associate Banker
Bank of Montreal
Finance service representative job in Phoenix, AZ
Application Deadline:
01/04/2026
Address:
9050 N 19th Avenue
Job Family Group:
Retail Banking Sales & Service
Bilingual in English and Spanish preferred.
This is a part time position scheduled for 20 hrs. per week.
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-50k yearly Auto-Apply 32d ago
Virtual Financial Representative
Ohana Outreach Financial
Finance service representative job in Phoenix, AZ
Job DescriptionWork remotely while helping families make informed financial decisions. You'll be guided through a step-by-step process with mentorship throughout your growth. This role offers flexibility and long-term income potential. What We Provide
Training & mentorship (no experience required)
Access to reputable insurance carriers
Optional third-party benefits and incentive opportunities
Remote work with flexible scheduling
Trips, bonuses, and optional benefits are performance-based and not guaranteed.
Requirements
Life Insurance License (or willing to obtain - state timelines vary)
Authorized to work in the U.S.
Must pass a background check
Self-motivated and comfortable working independently
Prior sales, service, or leadership experience is helpful but not required
Compensation
Commission paid directly by partnered carriers
Earnings are based on individual sales performance
Opportunities for higher commission tiers and bonuses based on results
How to Apply
If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.
$24k-39k yearly est. 3d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Mesa, AZ?
The average finance service representative in Mesa, AZ earns between $22,000 and $48,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Mesa, AZ
$33,000
What are the biggest employers of Finance Service Representatives in Mesa, AZ?
The biggest employers of Finance Service Representatives in Mesa, AZ are: