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Sales Representative
Sleep Number 4.0
Finance service representative job in Burlington, MA
Sleep Number is a sleep wellness technology leader. For nearly four decades, we have placed sleep at the center of wellbeing, improving over 15 million lives with our Sleep Number smart beds. We are guided by our purpose - to improve the health and wellbeing of society through higher quality sleep. This is exemplified through our 4,000+ mission-driven team members who passionately innovate to drive value creation through our vertically integrated business model, owning the process from start to finish, including selling in our over 650 stores nationwide.
Our team members are encouraged to bring their whole selves to work, sharing their unique perspectives, backgrounds and skills with Sleep Number every day. Whether you are entering, returning or experienced in the workforce, we have a place for you. We hope you join us in creating the future through higher quality sleep.
Make an Impact
At Sleep Number, we improve lives by personalizing sleep. Join a team driven by curiosity, collaboration, and a passion for helping others thrive-one restful night at a time.
Our Sales Representatives are high-impact roles that directly contribute to our purpose. This is an exciting opportunity to grow your retail sales career and experience unlimited earning potential.
The Opportunity - What You'll Do
In this role, you will:
Discover each customer's sleep needs and match them with the right Sleep Number products.
Clearly explain product benefits and current promotions while delivering personalized customer experiences to drive satisfaction and exceed sales goals.
Proactively nurture prospective customers through outbound calls, with a strong focus on building relationships that generate repeat and new business.
Work together to maintain a polished showroom and deliver an exceptional store experience.
Take part in sales practice training and coaching to sharpen your skills.
What You Bring
Required:
Strong communication skills with the ability to adapt to diverse customer needs.
Goal-oriented and customer-focused attitude, with a drive to exceed individual and team sales goals.
Ability to work a flexible retail schedule, including evenings and weekends.
1-2 years of retail, customer service, or other customer-facing experience.
High school diploma or equivalent.
Preferred:
Experience in consultative or relationship-based sales, ideally in a commission-driven environment.
Comfortable using CRM systems, point-of-sale technology, and interactive sales tools (e.g., iPads, apps).
Ability to work independently with minimal supervision while collaborating effectively with a team.
What Sets You Up for Success
You're energetic, proactive, and thrive in a customer-focused environment.
You're a collaborative team player who welcomes feedback and coaching.
You're a tech-savvy early adopter.
What You'll Get
Guaranteed hourly rate of $16/hour, along with uncapped commission and bonus potential.
Non-draw commission structure.
Most team members earn $49,000-$57,000 annually; actual earnings vary and are not guaranteed.
The benefit of working for an industry leading brand.
Health, dental, vision, and 401(k) benefits.
Flexible paid time off and volunteer opportunities.
Comprehensive training and career development programs.
A supportive, inclusive culture where your contributions are valued.
Life changing sleep with the gift of a Sleep Number bed.
#PIQ
Wellbeing
Wellbeing is more than a catchphrase - it's a movement that permeates our company and through our team members. We are dedicated to enhancing and supporting the wellbeing of our team members and their families through benefits, programs, and resources across our five wellbeing pillars of emotional, financial, career, community, and physical health, with sleep at the center.
By joining our team, in addition to offering competitive pay programs, we are proud to offer eligible team members an extensive benefits package including, but not limited to medical and pharmacy benefits, dental, life and disability insurance, a 401(k) Plan, paid time off, and much more.
Safety
Safety is a top priority for Sleep Number supporting customers and team members wellbeing. We are committed to maintaining a safe and healthy work environment for all team members that are consistent with CDC guidelines, U.S. Department of Labor's Occupational Safety and Health Administration (OSHA), and state/local laws.
EEO Statement
Sleep Number is an equal opportunity employer. We are committed to recruiting, hiring and promoting qualified people and prohibit discrimination based on race, color, marital status, religion, sex (including gender, gender identity, gender expression, transgender status, pregnancy, childbirth, and medical conditions related to pregnancy or childbirth), sexual orientation, age, national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed servicemember status or any other status protected by federal, state, or local law.
Americans with Disabilities Act (ADA)
It is Sleep Number's policy to provide reasonable accommodations to qualified individuals with disabilities during the application process, consistent with applicable law. We may require supporting medical or religious documentation where applicable and permissible by law. If you are a qualified individual, you may request a reasonable accommodation at any time during the selection process, including if you are unable or otherwise limited in your ability to access open roles here.
PandoLogic. Category:Sales, Keywords:Sales Representative, Location:Burlington, MA-01803
$49k-57k yearly 5d ago
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DOT Compliance Coordinator / Customer Service Rep
Lallemand
Finance service representative job in Pembroke, NH
DOT Coordinator is responsible to work with employees to ensure they are in compliance with all local and federal state laws and regulations along with company policies. Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.
Coordinates the preparation and completion of regulatory and compliance documents.
Responsible for driver training and skill assessment to include on-boarding training and orientation, remedial training, and maintaining compliance with DOT and FMCSA regulations.
The position assists in ensuring we maintain our reputable safety scores. xevrcyc
The position will also be responsible for maintaining compliant files and records and efficient use of Hours of Service.
$29k-37k yearly est. 1d ago
Chief Disability & Refugee Services Officer
Medium 4.0
Finance service representative job in Boston, MA
A nonprofit organization in Boston is seeking a Vice President of Disability and Refugee Services to oversee program delivery. The role includes workforce development management, strategic planning, and team leadership. Ideal candidates possess a bachelor's degree, strong leadership qualities, and 7+ years in relevant services. Join a diverse team committed to empowering individuals and improving community services.
#J-18808-Ljbffr
$57k-89k yearly est. 2d ago
Customer Service Representative
Masis Staffing Solutions 3.7
Finance service representative job in Concord, NH
Masis Staffing Solutions is assisting a well-established local manufacturing company in Concord, NH in the search for a Customer ServiceRepresentative. This is an excellent opportunity for someone with strong customer service and coordination skills who enjoys working in a fast-paced, team-oriented manufacturing environment supporting orders from initial quotation through final shipment.
Schedule: 1st Shift | Mon-Fri, 8:00 AM-4:30 PM
Pay: $23/hour based on experience
What You'll Do
Reporting to the Plant Manager, the Customer ServiceRepresentative will:
Serve as the main liaison between customers, Sales/Application Engineers, production, and logistics teams
Prepare customer quotations, review purchase orders, verify data sheets, and create factory orders for production
Communicate order status updates to customers and internal stakeholders throughout the production lifecycle
Enter, track, and maintain job and order data in Pointman (SAP/ERP system) and sales registers
Coordinate trucking and shipments; track deliveries and proof of delivery as needed
Assist customers and sales engineers with material and compound selection
Maintain requested and estimated ship dates to support inventory planning
Handle customer complaints, returns, and allowances with professionalism and sound judgment
Prepare customs documentation for Canadian shipments when required
Send customer satisfaction surveys and track responses to address concerns
Collaborate closely with Sales, Planning, Warehouse, and other internal departments
What We're Looking For
High School Diploma or GED required
Strong verbal and written communication skills in English
Excellent attention to detail and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Comfortable working with data, order tracking, and ERP systems
Customer-focused mindset with problem-solving ability
$23 hourly 2d ago
Customer Service Sales Representative
Pride Health 4.3
Finance service representative job in Worcester, MA
Customer ServiceRepresentative
This is a 13 weeks contract assignment with one of the large Health System based out of Massachusetts state.
Duration: 13 weeks
Shift: Days (8:30 AM-5:00 PM)
Job Summary:
Performs a variety of complex administrative duties for patients in need of routine and/or urgent appointments, medical procedures, tests, and associated ancillary services in an ambulatory in/outpatient setting. Assess patients' needs, including but not limited to, financial counseling, interpreter services, social services and refers to appropriate person or area. Alerts providers to emergent patient care needs.
Responsibilities:
-Greets visitors and/or patients for scheduled and/or urgent care appointments and procedures.
-Confirms and verifies patient demographic and insurance information.
-May collect co-payments from patients upon arrival.
-Obtains signatures of consent from patient/guardian for treatment authorization and insurance/billing information.
-Assess patients' needs, including but not limited to, financial counseling, interpreter services, social services and refers to appropriate person or area.
-Receives and directs phone calls.
-Connects the patient's call to the provider or responds to the patient and takes messages as directed.
-Schedules urgent care appointments as needed and directed by clinicians.
-Schedules patients for treatment by multiple providers and treatment areas, and arranges a variety of associated tests and procedures according to established guidelines and specific criteria.
-Prioritizes appointments in a manner that fosters optimum patient care, efficient utilization of clinical staff, as well as resources.
-Ensures tests and procedural prep information is provided to patients verbally, mail, and/or by the patient portal as necessary.
-Collaborates with insurers to obtain patients' prior-authorizations for procedures and tests as needed.
-Follows guidelines established by insurers to ensure that pre-authorization, pre-certification, and clinician referrals for treatment are obtained prior to patient visits.
-Complies with referral management regulations.
-Verifies eligibility for procedures or tests from various health care institutions.
-Follows up to correct discrepancies.
-May facilitate patient prescription renewal matters, (via telephone, fax, and email), within scope of authority as directed by clinicians.
-Preps the patient's information for clinicians for scheduled patient visits as needed.
-Scrubs Patient Encounter information and submits electronically.
-Reviews and audits billing discrepancy reports and researches errors for resolution as directed by office or clinical management.
-Maintains accurate and timely records, logs, charges, files, and other related information as required.
-Performs a variety of related administrative and clerical duties, such as retrieving files distributing mail and other records, faxing, collating, data entry, and relaying messages to clinicians, residents and staff.
-May prepare special reports or spreadsheets for clinicians as requested.
-Collects co-payments from patients for visits, maintains records or makes daily cash deposits from patient visits.
-Calculates daily totals of co-payments received for submission to the second tier for co-payment reconciliation.
-Composes, or selects standard form letters for clinician's response to routine inquiries and procedures, such as back-to-school authorizations.
Job Requirements:
Education Preferred: High School Diploma or equivalent required.
$33k-39k yearly est. 2d ago
Customer Service Representative (Insurance)
Talentburst, An Inc. 5000 Company 4.0
Finance service representative job in Worcester, MA
Role : ServiceRepresentative - CL Customer Service Center
Duration : 6 Months+
Mode: Hybrid (3 days per week onsite)
Six-month temp to hire employment offering comprehensive job training and continued mentorship ongoing. Expectation is that total compensation increases upon successfully meeting requirements for permanent employment
We are actively hiring multiple ServiceRepresentatives to join their Commercial Lines Customer Service Center team on a temp to hire basis, located at their corporate office in Worcester, MA.
We are an industry leading Property & Casualty Insurance Co. with over 160 years of rich history and tradition. Recognized as One of America's Top Employers (Forbes) and A Best Places to Work (Business Insurance)
Flexible Schedule: Monday - Friday 8:30am-5:00pm (during training for the first 2-4 weeks); Monday - Friday 9:30am-6:00pm OR 10:30am-7:00pm (after training)
Position Overview/Summary:
As a ServiceRepresentative in the Commercial Lines team, you will be responsible for managing customer contact and for providing timely, quality service to Agents, commercial policy holders, and vendors primarily by phone and email. This includes handling incoming/outbound phone calls, issuing certificates of insurance, and other policy servicing items.
Responsibilities/Essential Functions:
Respond to customer requests from a variety of sources and handle calls & email from policyholders, agents, peers or others.
This team primarily handles indexing several CSC Outlook mailboxes, inbound phone calls related to billing and certificates , makes outbound callouts for New Business, Renewal and Customer Satisfaction calls, and completes a large volume of Certificate of Insurance Requests.
Other areas of focus could include, First Party Collections calls/emails, Returned Mail calls/email requests and incoming Voice emails.
Provide timely, quality service to Agents, commercial policy holders, and vendors.
May answers telephone inquiries from Commercial lines policy owners and Agents for certificate requests .
Completes certificate of insurance and ID card requests within service level expectations.
After an acclimation period, ServiceRepresentatives are expected to meet a Productivity goal. This goal varies based on focus.
In order to provide coverage for incoming calls and email volumes, scheduling of shifts is very structured. Team members are expected to meet a 94% adherence goal. Adherence is a goal based on following a daily schedule, which includes start and ending shifts on time, scheduled lunches and breaks, etc.
All our calls are recorded for Quality purposes, Call and Certificate Quality is reviewed monthly.
Key Measures of Success:
Service
Quality
Productivity
Education and Experience:
College degree preferred but not required.
Typically have 2 or more years of related experience in the areas of Customer Service. Preferred working knowledge of Commercial Rating and Agency Customer Service.
Proficiency in operating and interpreting proprietary software programs. Possesses the knowledge to access all applicable on-line resources.
Demonstrated strong written and oral communication skills including active listening skills with an ability to tailor the content to the specific audience.
Demonstrated professional telephone etiquette.
Demonstrated ability to work well within a team environment .
#TB_EN
$36k-42k yearly est. 2d ago
M&A and Project Finance Associate
Greenvolt Power
Finance service representative job in Boston, MA
We are seeking a detail-oriented professional to join our U.S. team to support project finance and M&A activities. The role will be heavily involved in building financial models, conducting due diligence for acquisitions, and preparing materials for internal investment committees and senior management approvals. Working closely with senior team members, this position will provide critical analytical support across financings, acquisitions, and partnerships
Key Responsibilities
Develop, maintain, and audit project- and portfolio-level detailed financial models for acquisitions, financings, and greenfield renewable energy projects.
Conduct valuation, cash flow projections, and scenario/sensitivity analyses.
Assist in the origination, evaluation, and execution of acquisition opportunities in the renewable energy sector.
Assist with due diligence for acquisitions and investments, coordinating inputs from technical, legal, and commercial workstreams.
Prepare presentations, memos, and investment packages for internal approvals and decision-making.
Support the structuring and execution of debt and tax equity financings under senior team guidance.
Research and analyze market trends, competitor activity, and policy developments to inform strategic decision-making.
Help track and organize documentation for transactions and financing processes.
Qualifications
Bachelor's degree in Finance, Economics, Business, Engineering, or related field (MBA or advanced degree a plus).
2-5 years of experience in project finance, investment banking, corporate development, or related field (renewable energy experience strongly preferred).
Strong technical skills in financial modeling, valuation, and Excel-based analysis.
Demonstrated experience supporting M&A and/or project finance transactions through diligence and closing.
Excellent writing and presentation skills, with the ability to distill complex analyses into clear internal materials.
Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously.
Knowledge of renewable energy project development processes (wind, solar, storage) is a strong plus
What we offer
Steady job in an international company
Professional growth in fast developing team experienced in the field of renewable energy
Hybrid working model
Flexible working hours
Day off on your birthday
Benefits package:
Private medical care
Sharing the costs of professional training & courses
401 (k)
📩 Apply now and help us power a cleaner tomorrow.
$41k-73k yearly est. 3d ago
Managed Network Services Representative
Granite Telecommunications 4.7
Finance service representative job in Quincy, MA
Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emphasis on reliability and outstanding customer support and our customers include over 85 of the Fortune 100. Granite has over $1.85 Billion in revenue with more than 2,100 employees and is headquartered in Quincy, MA. Our mission is to be the leading telecommunications company wherever we offer services as well as provide an environment where the value of each individual is recognized and where each person has the opportunity to further their growth and achieve success.
Granite has been recognized by the Boston Business Journal as one of the "Healthiest Companies" in Massachusetts for the past 15 consecutive years.
Our offices have onsite fully equipped state of the art gyms for employees at zero cost.
Granite's philanthropy is unparalleled with over $300 million in donations to organizations such as Dana Farber Cancer Institute, The ALS Foundation and the Alzheimer's Association to name a few.
We have been consistently rated a "Fastest Growing Company" by Inc. Magazine.
Granite was named to Forbes List of America's Best Employers 2022, 2023 and 2024.
Granite was recently named One of Forbes Best Employers for Diversity.
Our company's insurance package includes health, dental, vision, life, disability coverage, 401K retirement with company match, childcare benefits, tuition assistance, and more.
If you are a highly motivated individual who wants to grow your career with a fast paced and progressive company, Granite has countless opportunities for you.
EOE/M/F/Vets/Disabled
General Summary of Position:
Granite has an immediate need for associates in the Managed Services department to work on configurations and activations of our managed services products. We are looking for representatives, preferably with experience in network routing and switching or relevant technical background willing to learn and excel in the field. This individual will be responsible for contributing to the technical implementation of our SDWAN and Security products at customer locations, from strategic planning and order configurations through to turning up and troubleshooting network devices. This position offers talented technical individuals the opportunity to work with some of the leading Security and SDWAN products on the market and fine tune their skills in a specialized expertise.
Duties and Responsibilities:
Work with internal resources to configure Managed Services products and devices
Create configuration modifications alongside engineering to support project scale and execution
Reconfigure devices as needed in troubleshooting environment
Act as first level of troubleshooting during initial site turn up
Develop and promote subject matter expertise and platform proficiency
Work directly with customers on calls to facilitate network deployment
Provide Day 1 Support for SDWAN and Security products at customer locations
Required Qualifications:
Entry level experience with network security and SDWAN products and concepts; Fortinet, Juniper, etc
Understanding of Networking, TCP/IP, Routing, Switching, SD-WAN
Experience in customer facing technical support roles
Ability to work independently and make judgement calls to resolve issues
Strong organizational skills, goal-oriented
Excellent multitasking ability
Demonstrative critical thinking and analytical problem-solving skills
Availability to work overtime if required
Solid work ethic
Preferred Qualifications:
CCNA/CCNP certification or equivalent
Fortinet NSE certification or equivalent
Bachelor's Degree in Computer Science, Network Design, Network Security or related field
Experience with coding and automation platforms such as Python, Javascript or similar
P2 Clearance / Government Agency Clearance
#LI-JH1
$38k-61k yearly est. 5d ago
Blood Bank Specialist in Massachusetts
K.A. Recruiting, Inc.
Finance service representative job in Avon, MA
I'm hiring for a Blood Bank Specialist in Masschusetts! Under the direction of the supervisor, the Blood Bank Specialist coordinates the operation of the blood bank section of the Clinical Laboratory. Duties include but are not limited to: selection, orientation and training of staff, quality control activities, quality improvement activities and the capability to perform all testing of donors and patients.
Location: Near Avon, MA
Type: Full-time and permanent
Shift: Days, 7a-3:30p
Requirements: College degree; ASCP cert; prior experience, including blood bank
Pay: Discussed during interview!
Benefits: 401k; health, dental, and life insurance; PTO, etc.
Offering
My clients are offering a competitive compensation and benefits package (PTO, health insurance, etc.), with potential for sign-on bonus and/or relocation assistance! There are many opportunities for growth with this company.
To apply, email your resume to leah@ka-recruiting.com/call or text 617-746-2751! You can also schedule a time to chat here - https://calendly.com/leahkarecruiting/10min .
REF#LM7742
Blood Bank Specialist, Blood Bank Medical Technologist, Blood Bank Medical Laboratory Scientist, Blood Bank, Blood Bank Med Tech, Blood Bank MLS, Blood Bank MT
Massachusetts, Avon, Randolph, Abington, Bridgewater, Stoughton, Canton, Easton, Raynham, Braintree, Rockland, Hanover, Taunton, Middleborough
$34k-54k yearly est. 3d ago
Investment Banking Vice President, Technology - San Francisco
Moelis & Company 4.9
Finance service representative job in Boston, MA
Investment Banking Vice President, Technology - San Francisco page is loaded## Investment Banking Vice President, Technology - San Franciscolocations: San Francisco: Bostontime type: Full timeposted on: Posted 5 Days Agojob requisition id: REQ101690*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are seeking an experienced Vice President to join our Technology team in San Francisco.**Primary Responsibilities:*** Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations* Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections* Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services* Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector* Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing**Required Skills & Experience:*** Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level* Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector* Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills* Ability to effectively adapt to and address changing client and firm needs**Education:*** An MBA from a top-tier business school or equivalent investment banking experience* Five or more years of relevant work experience**Expected Salary:** $250,000 USD*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X .
#J-18808-Ljbffr
$250k yearly 2d ago
Citizens Banker
Citizens 2.9
Finance service representative job in Concord, NH
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
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and may include weekends and evenings
Pay Transparency
The salary range for this position is $24.87 - $26.47 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
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.
$24.9-26.5 hourly Auto-Apply 4d ago
Personal Banker II
Needham Bank 3.8
Finance service representative job in Dedham, MA
Job Level : Any
Level of Education :
Job Type : Full-Time/Regular
Date Updated : 11/20/2025
Years of Experience : Any
Starting Date : Invalid Date
Salary : $0
Job Summary: Proficiently perform teller function processing transactions with accuracy and balance according to the Bank's standards, procedures and policies. Broaden customer relationships by providing account solutions to customer needs and requests, through account opening and maintenance activities. Be a passionate advocate of Needham Bank, demonstrating its core values within the community.
ESSENTIAL DUTIES & RESPONSIBILITIES
Perform all Personal Banker I duties:
Demonstrate awareness, commitment and dedication to servicing and building customer relationship
Gain full knowledge of the products and services offered by the Bank
Provide a complete range of customer services at the bank, including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts
Promote bank products, contributes to referrals and refer or resolve customer inquiries concerning accounts or other banking services
Responsible for operational compliance and adherence to bank policies and procedures
Gain full understanding and knowledge of the teller function
Consistently deliver exceptional customer service
Research and analyze data in order to resolve more complex customer problems. Answer customer questions with accounts and transactions and explore ways to resolve difficult issues
Develop and maintain knowledge of products and services; stay abreast of changes and anticipate which products and services may benefit customers in order to communicate offerings
Assists in training and development of tellers and personal bankers; communicates with bank Retail Trainer and participates in assigned training activities
Assists and acts as backup to Assistant Branch Manager, Teller Manager, or Head Teller as needed
Perform additional duties as requested, needed or assigned
Experience and Skills
JOB REQUIREMENTS
Knowledge required for Personal Banker I role:
Ability to work a flexible schedule based on the hours of operation of the Bank, including Saturday mornings
Ability to lift 30 pounds
Basic knowledge of keyboard and computer skills
Ability to perform basic arithmetic operations with the use of a calculator
Must have basic business acumen and professionalism
Ability to build strong relationships and alliances across the organization, exceed customer expectations, ability to adapt to change, reliable and highly motivated
Must have reliable transportation
Fluent in written and verbal English
Willing to become a Notary Public in MA
Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)
EDUCATION & EXPERIENCE
High School Diploma or GED
Two plus years of teller or cash handling experience with accurate balancing record
Customer service experience and/or sales experience preferred
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
PAY RANGE: $22.57 - $29.35 - hourly
The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
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$22.6-29.4 hourly 1d ago
2026 Municipal Banking Rotation Program
Banktalent HQ
Finance service representative job in Whitinsville, MA
We have a Unique opportunity to join our Municipal Banking team as part of the 2026 Municipal Banking Rotation Program. This position reports directly to our Sr. Municipal Leadership Team and will work closely with other teams across the Bank. We are group of talented, professional individuals passionate about supporting our customers and co-workers. We're looking for someone who thrives in a position where delivering exceptional customer service is expected, who gets excited about learning new things, and wants to work in an environment where no two days will ever be the same. If being part of a team that gets to make a difference in their community is what you have been looking for - then come join us!
Important Dates
Application portal will be open January 2026
Applications will be received until March 28, 2026
Final Decisions will be made by April 18, 2026
Offers must be accepted by May 9, 2026
Position Overview
The Municipal Banking Rotation Program is a 3-year rotational program designed to help you launch a challenging, accelerated and rewarding career. You'll have the tools to build a strong foundation across all the products and services available to support our Municipal client base, while also building strong client relationship skills.
Throughout your rotations, you'll be an integral part of the team and have a wide variety of hands-on experiences. You'll develop a thorough understanding of our UniPay product and platform, while also learning the fundamentals of relationship management. Ongoing training will provide an in-depth look into critical teams and support functions, offering you a unique perspective across the Bank.
You'll receive ongoing mentorship and career development from seasoned leaders and executives across UniBank, helping you build the necessary skills, competencies, and experiences to accelerate your career. Challenging team and individual projects, client interaction, and broad business exposure will allow you to develop a strong foundation.
UniPay Rotation: Year 1
The foundation of our Municipal Banking Rotation is a solid understanding of the UniPay product and platform.
As part of the on-the-job UniPay training, by the end of year one you will:
Become skilled in understanding the UniPay system capabilities, both back-end and front-end, by pairing up with designated UniPay support staff and relationship managers for informational sessions and training, both in the office and on the road visiting municipal clients.
Be able to provide a comprehensive UniPay demo without assistance and become skilled at discussing system enhancements and their functionality.
Identify sales opportunities by reviewing client portfolios and recognizing how UniPay can create efficiencies and streamline processes for various municipal departments.
UniPay Training will continue into the 2 nd and 3 rd year rotation as it is essential to maintain UniPay skills learned in year one. The development of the UniPay system is ongoing and staying up to date on newly added features and functionality is vital to be successful in this training program.
Participants will also participate in the UniBank Explore, Early Career Training Program.
Municipal Banking Rotation: Year 2 & 3
The Municipal Banking Rotation is a combination of on-site and client facing interactions.
By the end of year 2, you will:
Acquire a complete understanding of all municipal banking products and cash management services and be able to discuss with fluidity.
Become skilled in piecing together why a client or prospect would need or want a particular account or service the Bank offers and learn techniques of how to approach and present this information to existing or prospective clients. Develop effective and polished verbal and written communication skills.
Identify potential sales opportunities and customer trends by reviewing various municipal reports, understand the importance of pre-call planning, implement an effective calling program, and learn to create reports for sales tracking and calling efforts.
By the end of year 3, you will:
Know who your competitors are, what services they offer, and what distinguishes UniBank from them.
Master the milestones from year 1 and 2 rotation.
Attend municipal association meetings and conferences as required, build confidence in navigating the room and interacting with clients in social settings.
Participants will also Participate in the UniBank Client & Relationship Sales Programs.
Education, Training and Work Experience
Bachelor's degree in business related field required.
Professional experience in a finance, sales, or other customer-facing position through internships, part-time or full-time work, and/or extracurricular activities preferred.
Excellent verbal, written and interpersonal communication skills.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
Must be self-motivated with strong initiative, accountability, and attention to detail.
Willingness to travel as needed.
About UniPay & UniPay Direct
UniPayDirect TM , Inc. was founded in 2009. A subsidiary of UniBank, UniPayDirect offers a user-friendly, state-of-the-art online and over-the-counter payment solution that streamlines processing and administration. The product, UniPayDirect TM , is based off of UniBank's corporate product, UniPay Gold TM , which is sold directly to banks, municipalities, government agencies, and organizations throughout Massachusetts.
UniPay is a proprietary, open-ended, and highly flexible online payment platform that streamlines online payment processing, allowing you to accept electronic payments and credit card payments quickly and securely online. UniPay allows for one-time and reoccurring payments, registration-based payments, electronic invoicing and much more. UniPay online payment processing services apply to small, medium, and enterprise businesses and non-profits and can be customized to suit your specific needs. The levels of customization range from a very simple and straightforward payment screen to one with more robust and sophisticated functionality including pre-populated forms and interface capabilities.
About our Municipal Banking Team
UniBank is one of the few community banks in Massachusetts to develop an entire department exclusively committed to the municipal industry. Our Municipal Banking Division is highly regarded in the municipal marketplace with over 215 collective years of experience doing business with more than 85% of the 351 cities and towns across the Commonwealth.
About UniBank
We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses, and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history. We are an exception to the rule.
We are unique. Unique to people. Unique to business. Unique to local government.
We are UniBank. Bank Different. Bank Unique.
This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements.
UniBank is committed to fair, competitive, and market-informed pay for our employees. The estimated salary range for this position is $55,000 to $65,000. Final offer will be determined based on a particular candidate's unique combination of factors such as skills, education, experience and certifications. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current employees as part of any final offer. UniBank supports the internal growth and development of our employees and so it is rare to have an initial employment offer at the top of a positions pay grade. As a candidate, you are encouraged to have an open conversation with the hiring team regarding any compensation and benefit related questions.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability.
Participant in E-Verify
$55k-65k yearly 1d ago
Service Representative
Teksystems 4.4
Finance service representative job in Worcester, MA
As a ServiceRepresentative in the Commercial Lines team, you will be responsible for managing customer contact and for providing timely, quality service to Agents, commercial policy holders, and vendors primarily by phone and email. This includes handling incoming/outbound phone calls, issuing certificates of insurance, and other policy servicing items.
Responsibilities/Essential Functions:
* Respond to customer requests from a variety of sources and handle calls & email from policyholders, agents, peers or others.
* This team primarily handles indexing several CSC Outlook mailboxes, makes outbound callouts for New Business, Renewal and Customer Satisfaction calls, and completes a large volume of Certificate of Insurance Requests.
* Other areas of focus could include, First Party Collections calls/emails, Returned Mail calls/email requests and incoming Voice emails.
* Provide timely, quality service to Agents, commercial policy holders, and vendors.
* May answers telephone inquiries from Commercial lines policy owners and Agents for certificate requests.
* Completes certificate of insurance and ID card requests within service level expectations.
* After an acclimation period, ServiceRepresentatives are expected to meet a Productivity goal. This goal varies based on focus.
* In order to provide coverage for incoming calls and email volumes, scheduling of shifts is very structured. Team members are expected to meet a 94% adherence goal. Adherence is a goal based on following a daily schedule, which includes start and ending shifts on time, scheduled lunches and breaks, etc.
* All our calls are recorded for Quality purposes, Call and Certificate Quality is reviewed monthly.
*Skills*
Customer service, Call center, Customer support
*Top Skills Details*
Customer service,Call center,Customer support
*Experience Level*
Entry Level
*Job Type & Location*This is a Contract to Hire position based out of Worcester, MA.
*Pay and Benefits*The pay range for this position is $15.00 - $15.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a hybrid position in Worcester,MA.
*Application Deadline*This position is anticipated to close on Jan 23, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$15-15 hourly 5d ago
Equities Quant Trader
Man Group 4.6
Finance service representative job in Boston, MA
Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent.
Headquartered in London, we manage $213.9 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at ***********
* As at 30 September 2025
Purpose of the role
As Quantitative Trader, you will help manage our systematic quantitative strategies and develop a best-in-class trading platform for the firm. You will be part of a multi asset systematic trading team with a focus on trading Equities. Responsibility will be primarily on that of the US, Canada and Latin America markets.
Specific responsibilities
Trading of US / Canadian / Latam (cash equities, futures, FX, options)
Member of Boston based Electronic Markets Trading Team responsible for systematic trading strategies for all US / Canada / Latam markets
Contribute to improvements across signal development, portfolio construction, risk management and trading
Drive development of our trading platform, infrastructure and technology
Use qualitative and quantitative analysis to improve performance of our systematic strategies
Monitor live trading and respond to changing market conditions when necessary
Develop and maintain relationships with our counterparties
Determine appropriateness of execution venues for various trades
Assist in various proprietary algorithm enhancements and algo experimentations
Key competencies
3-5 years of equity quant trading experience
Systematic trading of FX, Futures, Options experience also considered
Detailed understanding of Americas market microstructure (Developed & EM)
Expertise in a high-level programming language such as Python or R
Technical skills related to trading / order routing / transaction cost analysis
Ability to multitask in sometimes stressful environment
Excellent written and verbal communication skills
Analytical mindset
Bachelor's degree required in Computer Science, Statistics, Engineering, or related quantitative field
The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time.
US Pay Range$150,000-$180,000 USD
Inclusion, Work-Life Balance and Benefits at Man Group
You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at ***********/diversity.
You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering.
Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance.
Equal Employment Opportunity Policy
Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws.
Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact *************************.
$150k-180k yearly Auto-Apply 60d+ ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Finance service representative job in Boston, MA
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$110k-200k yearly Auto-Apply 42d ago
Citizens Banker
Citizens 2.9
Finance service representative job in Hampton, NH
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
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and may include weekends and evenings
Pay Transparency
The salary range for this position is $25.92 - $28.18 per hour, plus an opportunity to earn additional incentive earning. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
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.
$25.9-28.2 hourly Auto-Apply 2d ago
Digital Banking Specialist
Needham Bank 3.8
Finance service representative job in Needham, MA
Job Level : Any
Level of Education : High School/GED
Job Type : Full-Time/Regular
Date Updated : 10/30/2025
Years of Experience : Any
Starting Date : Invalid Date
Salary : $0
Job Summary: Under the direction of the Digital Banking OAO Manager, originate, process, and service the digital banking portfolio including account origination, maintenance, servicing, and reconciliation in accordance with state and federal regulatory compliance guidelines.
Qualifications:
To perform this job successfully, the individual must be able and willing to perform all essential duties satisfactorily. This document is not intended to be an exhaustive list of all essential duties required. Reasonable accommodations, as determined by management on a case-by-case basis, may be made to enable individuals with disabilities to perform essential duties.
ESSENTIAL DUTIES & RESPONSIBILITIES
Review Online Account Opening (OAO) applications, ensuring applicant identities have been validated, accounts have been funded, and all ancillary services have been appropriately established.
Provide customer support via phone and email related to digital banking areas.
Review and process Consumer Online Banking applications.
Monitor closed online banking agreements and perform necessary maintenance
Create monthly activity reports; pull daily system reports for review, follow up and communicate outstanding issues on a regular basis
Perform daily responsibilities of associated digital banking services, such as Zelle, External Transfers, Loan Payment, Money Management, etc. Provide internal/external system support
Review and process business and/or consumer remote deposit capture items for timely delivery to processor
Assist with day 2 balancing and review process of all remote deposit capture services
Review and monitor anomalies in the online banking channel using fraud detection system
Contact customers and/or branch personnel in response to unusual or suspicious activity. Work with other department team leaders on cases
Creating and updating digital banking procedures; provide assistance and guidance to branch personnel regarding digital banking policies and procedures
Provide assistance with Quicken/QuickBooks inquiries/troubleshooting
Work with vendors and outside service providers to ensure operational performance standards are maintained
Assist in digital banking system projects, system upgrades and system change notification related to digital banking and help facilitate duties including customer correspondences, tracking, updating customer information systems and performing other functions to ensure compliance with state and federal guidelines
Provide assistance and backup with all digital delivery channels and processes
Provide prompt, courteous service to internal/external customer promoting professionalism, confidentiality and the desire to assist
Assist as back up to all other functions in Digital Banking
Perform additional duties as requested, needed or assigned
Experience and Skills
JOB REQUIREMENTS
Highly motivated and experienced managing multiple tasks
Demonstrate and promote a high ethical standards and behaviors
Strong customer service and problem-solving skills
Strong knowledge and understanding of digital banking processes and terminologies
Maintain a professional manner at all times
Be an active TEAM player
Adapts and helps other manage change
Perform additional duties as requested or assigned
Strong computer and technical skills
Fluent in written and verbal English communication skills
Must have reliable transportation; must be flexible and able to adapt to new job locations and re-assignments as directed
Ability to adhere to Needham Bank's Core Values (Quick-Decision Making, Reliability, Relationship-Based Focus & Quality Service)
EDUCATION & EXPERIENCE
High school diploma or equivalency required
Knowledge of banking preferred
Prior digital banking experience a plus
WORKING CONDITIONS/PHYSICAL DEMANDS
Normal business office environment
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
PAY RANGE: $20.04 - $26.05 - hourly
The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
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$20-26.1 hourly 1d ago
Banker II
Banktalent HQ
Finance service representative job in Walpole, MA
It is the responsibility of the Banker II to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Banker II promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution.
Responsibilities
Customer Experience - Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Banker II is proficient in all Banker I requirements. In addition, they are proficient with basic trust accounts, powers of attorney, basic IRAs, foreign wires, safe deposit box opening and basic consumer and real estate lending products, among other technical and people skills.
Operational Excellence - Ensures quality and accuracy of work. The Banker II possesses a firm understanding of the Bank's digital products, as well as our other products and services, and demonstrates sound technical knowledge. They stay informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others.
Teamwork - Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.
Credibility - Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and the Bank's strategic goals.
Decision Making - Understands and complies with Bank policies and procedures. Is aware of potential risks and alerts branch supervisors as appropriate. Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Recognizes warning signs of fraud and escalates appropriately.
Miscellaneous - Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required.
Requirements
Education
High School Diploma or its equivalent is required
some college
Work Experience
1-2 years Banker or similar customer service-related experience within banking is required
Knowledge, Skills, and Abilities
Must possess knowledge of basic math principles and be able to perform basic mathematical procedures.
Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
Must possess strong attention to detail.
Must possess at least intermediate technology skills, including knowledge of Microsoft Office.
Must be able to work extended and weekend hours.
Scheduling and work location flexibility required.
Must be able to sit for extended periods of time.
Must be able to stand for extended periods of time and lift 25 pounds.
Licenses and Certifications
Must attain designation of Notary Public within 6 months. Required
Expected Pay Range
From: $37,927
To: $54,024
The pay range is the salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data.
EEO Statement
Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities
$37.9k-54k yearly 1d ago
Relationship Banker
Banktalent HQ
Finance service representative job in Worcester, MA
We have a Unique opportunity to join our team as a full-time Relationship Banker based in our new Worcester Branch location across from Polar Park! We are group of talented, professional individuals passionate about supporting our customers and co-workers. We're looking for someone who thrives in a position where delivering exceptional customer service is expected, who gets excited about forming relationships with customers, and wants to work in an environment where no two days will ever be the same. If being part of a team that gets to make a difference in their community is what you have been looking for - then come join us!
Position Overview:
Responsible for all customer service duties including sales and relationship management, while reaching or exceeding established goals. Master the UniBank delivery process and product knowledge to develop customer relationships by performing the following essential duties.
Primary Accountabilities:
Continually exceeds customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.
Serve as customers' single point of contact on all UniBank products and services.
Services customers by processing a variety of teller and platform transactions quickly with minimal or no errors according to established bank policies.
Cross sells products and services and makes appropriate referrals to other staff members and departments to ensure customer needs are met.
Verifies all transactions and proves cash drawer upon completion of assigned shift to ensure compliance with UniBank Standards of Performance Policy. Seeks assistance as needed to resolve proof discrepancies.
Performs security function by opening and closing bank and vault and ensuring overall safety and security of bank grounds.
Opens new accounts, certificates of deposit, and all other products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
Takes consumer loan applications with a focus on cross-selling other bank products and services.
Retains existing customers and develops new customer relationships.
Implements all sales strategies, including new products and services and participates in business development and outreach as directed by management.
Proactively resolves customer complaints.
Works in a team setting on various projects including employee contests, sales programs, etc.
Adhere to established standards, policies and procedures.
Deliver strong community visibility.
Participate in community and networking events
Responsible for compliance with all laws, regulations, and corporate policies with specific adherence to branch operations, security and procedures.
Other duties as assigned.
Knowledge, Skills Education and Work Experience:
High school diploma or equivalent required; Associates Degree preferred.
Experience with cash handling, customer service, and sales required.
Previous experience retail banking preferred.
Must have strong verbal, written, math, customer service, sales, PC and operational skills.
Ability to work independently and in a team environment
About UniBank
We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history. We are an exception to the rule.
We are unique. Unique to people. Unique to business. Unique to local government.
We are UniBank. Bank Different. Bank Unique.
This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability.
Participant in E-Verify
$34k-50k yearly est. 5d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Nashua, NH?
The average finance service representative in Nashua, NH earns between $24,000 and $76,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Nashua, NH