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  • Sales Representative

    Optimum 4.2company rating

    Finance service representative job in Norwalk, CT

    Are you looking to Optimize your life? Start your exciting path to a rewarding career today! We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic professionals to join our team! We understand that connectivity isn't just a luxury anymore - it's a necessity that empowers lives, fuels businesses, and drives innovation. A career at Optimum means you'll be enabling progress and enhancing lives by providing reliable, high-speed connectivity solutions that keep the world connected. We owe our success to our amazing product, commitment to our people and the connections we make in every community. If you are resourceful, collaborative, team-oriented and passionate about delivering consistent excellence, Optimum is the Company for you! We are Optimum! Job Summary In the Direct Sales Representative role, you will be part of one of the most dynamic sales departments in the company. As a valued member of the Optimum door-to-door team, you will work in the ever-changing consumer landscape. Every day will be different, every interaction will be unique, and you will have the opportunity to provide our valued customers with a memorable experience, guiding them through our full suite of Optimum products and services, such as high-speed internet, advanced TV, mobile, and voice technologies, ensuring that their solution, best fits their needs. Our culture of excellence provides a pathway to success as local leaders and peers, will support your personal and professional growth by cultivating the skills needed to achieve sales targets, allowing you to be a successful earner in our lucrative compensation plan. Responsibilities Customized Solutions: Be a telecom wizard! Dive into the unique needs of each customer, crafting tailored telecom packages that leave them speechless with satisfaction. Product Knowledge: Stay ahead of the curve by staying up to date with the latest offerings, pricing plans, and technological wizardry. You're the walking encyclopedia of telecom goodness! Sales Pitch: Become a master of persuasion selling in the field. Showcase the unparalleled advantages of our products and services, effortlessly addressing customer concerns and objections. Closing Deals: You're not just a salesperson; you're a deal-making maestro. Skillfully negotiate and close sales agreements, ensuring customers are thrilled and locked in for life. Documentation: Your attention to detail is impeccable. Complete all paperwork, contracts, and sales reports with precision, ensuring we have everything we need for smooth sailing. Relationship Building: You're not just closing deals; you're opening doors to lasting connections. Provide exceptional post-sales support and assistance, turning customers into lifelong advocates. Team Collaboration: Teamwork makes the dream work. Collaborate, share insights, and create strategies with your fellow sales dynamos to conquer collective goals. Targets and Quotas: You're driven by success. Consistently meet or surpass monthly sales targets and quotas, showing your unwavering commitment to personal and team triumph. Compliance: Ethical and above board, that's your motto. Always adhere to company policies, industry regulations, and sales practices. Qualifications Minimum Qualifications and Essential Functions: High school diploma or equivalent is necessary. Effective communication, negotiation, and problem-solving skills. Self-motivator with a knack for working independently. Proficient computer and technical skills, that help support the best customer solutions. Reliable personal vehicle (where applicable), valid driver license, car insurance, and a satisfactory driving record. Must possess and maintain a valid driver's license in good standing within the state of current residence. Must possess and maintain a valid driver's license in good standing within the state of current residence. Physical Abilities: Work environment includes sitting, standing, and walking. Ability to work full time. Preferred Qualifications: Bilingual preferred to support effective communication with diverse employee and/or customer populations. Sales-centric mindset: A genuine passion for delivering exceptional sales results by achieving sales targets. Ability to empathize with customers, understand their needs, and provide tailored solutions. Strong interpersonal and communication skills to build rapport and establish trust. Extensive product knowledge: Deep understanding of mobile and fixed-line products and services. Stay current with industry trends, technological advancements, and competitive offerings. Ability to translate technical information into easily understandable terms for customers. Digital proficiency: Comfortable navigating digital platforms and tools. Proficient in using customer relationship management (CRM) systems, point-of-sale (POS) systems, and other relevant software applications. Ability to adapt to new technologies and embrace digital transformation. What's In It For You: Unlimited earning potential: Base pay + Uncapped Commission structure Comprehensive training: We'll equip you with the knowledge you need to succeed. Top-notch benefits: Medical, Dental & Vision Insurance from day one. Time to relax: Enjoy paid vacation and sick pay. Incentives galore: Dive into our Sales Incentive and Bonus programs for additional earning opportunities Invest in yourself: We offer tuition reimbursement and employee referral earning opportunities. Stay connected: Discounted TV/Internet/Phone Employee product benefits.[1] Secure your future: Contribute to a 401(k) with company-matched funds. Continuous growth: Opportunities for career advancement within our organization. [1] Subject to eligibility requirements and Company plan terms, including location of residence in Optimum footprint. At Optimum, we're fueled by our four core pillars: Taking Ownership, Upholding Transparency, Creating Community, and Demonstrating Expertise. Our commitment to empowering employees to take responsibility and embrace proactive problem-solving underpins Taking Ownership. Upholding Transparency is at the core of our culture, with open and honest communication fostering trust among our dedicated team and loyal customers. Creating Community is more than a goal; it's our daily commitment to fostering an environment of collaboration, innovation, and positivity. Demonstrating expertise is a promise we uphold through continuous learning and engagement with our customers to consistently deliver top-quality products and services. These pillars not only shape our culture but define Optimum as a place of excellence, trustworthiness, and thriving community, and we invite you to be a part of our journey. If you have the drive to succeed and are ready to embark on a thrilling career, seize this opportunity today, and join our winning team, so together, we'll shape the future of connectivity. All job descriptions and required skills, qualifications and responsibilities for a particular position are subject to modification by the Company from time to time, in the Company's discretion based on business necessity. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, national origin, religion, age, disability, sex, sexual orientation, gender identity or protected veteran status, or any other basis protected by applicable federal, state, or local law. The Company provides reasonable accommodations upon request in accordance with applicable requirements. Optimum collects personal information about its applicants for employment that may include personal identifiers, professional or employment related information, photos, education information and/or protected classifications under federal and state law. This information is collected for employment purposes, including identification, work authorization, FCRA-compliant background screening, human resource administration and compliance with federal, state, and local law. Applicants for employment with the Company will never be asked to provide money (even if reimbursable) as part of the job application or hiring process. Please review our Fraud FAQ for further details. The pay range is $95,000.00 - $125,000.00/ year (which includes base plus estimated average annual commissions). Base salary at time of hire: $45,000, plus commissions. Commissions are estimated and not guaranteed. Earning potential varies based on individual sales performance and are subject to the terms of applicable commission plan(s).
    $95k-125k yearly 5d ago
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  • Sales Representative

    Crown Cork & Seal USA, Inc. Careers

    Finance service representative job in Norwalk, CT

    About Crown: CROWN Cork & Seal USA, Inc., a wholly owned company of Crown Holdings, Inc. is a global leader in the design, manufacture, and sale of packaging products for consumer goods. At Crown, we are passionate about helping our customers build their brands and connect with consumers around the world. We do this by delivering innovative packaging that offers significant value for brand owners, retailers, and consumers alike. With operations in 39 countries employing approximately 23,000 people and net sales of approximately $12 billion, we are uniquely positioned to bring best practices in quality and manufacturing to our customers to drive their businesses locally and globally. Sustaining a leadership position requires us to build a team of highly talented, dedicated and driven individuals. Division Overview: CarnaudMetalbox Engineering is the Machinery Division, Conveying Systems Division (based in the UK) and Tooling Division (Based in the USA) of Crown Cork and Seal, which provides Global customers with High Quality Metal Forming Machinery along with Conveying and Tooling for them to manufacture a variety of packaging solutions. The Machinery and Tool Division is part of CarnaudMetalbox (CMB), a Crown Company. Locations: CMbE H-V Industries - Trevose, PA CMbE Wissota Tools - Chippewa Falls, WI CMbE Machinery - Lancaster, OH CMbE Norwalk - Norwalk, CT Candidate requirements: 60% travel Bachelor's degree or equivalent experience in an Engineering field or Industrial Manufacturing. Candidate must be an effective team player with ethical integrity and effective communication skills. 5 Years' experience with sales of an Industry Specific product *Actual salary will be determined based on skill and experience level* Will report to the District Sales Manager with Dotted Lines to H-V and Wissota Plant Managers Responsibilities include: Ability to read and interpret mechanical assemblies and parts drawings. Provide Technical assistance to customers as needed. Build effective relationships with the customers/clients to maintain professional leverage. Proactively communicate with customers to identify needs. Communicate with customers to ensure all expectations are met and company performance is maintained as the highest level of service. Requires strong forecasting and analytical skills. Coordinate with other department heads, integrating objectives and ideas for organizational growth. Monitor quality and communicate discrepancies with department heads to ensure corrective actions are defined and incorporated. Monitor and review company's project activities and ensure that they are brought to completion within scheduled period and budget. Provide effective management to organization's business activities that have to do with its strategic and financial growth. Perform cost and sales pricing analysis. Coordinate with other divisions to develop plans for launch of new products. Coordinate implementation plans as it relates to business units. Participate in the development of divisional annual budget review process utilizing data collected through business unit's strategies and regional sales forecast. Participate in the development of the annual CAPEX plan to ensure business units objectives are met. Identify and attend trade shows to generate sales growth. Monitor incoming orders for respective business units. Analyze and explore market trends; identify new opportunities in assigned business segment. Coordinate analysis across the business units. Obtain necessary documents to set up new customer accounts and vendors when applicable. Take action to eliminate potential delays using various means (i.e., production workaround, outsourcing) and if delay cannot be eliminated, communicate with customers to inform them of delay and assess impact. Coordinate with District Sales Manager to provide quotations based on review of customer input and ensure all documentation is provided to downstream users. Coordinate with Location Sales personnel to identify trends and react to low order volumes. Communicate with Purchasing functions to review status of orders to monitor on-time deliveries. Prepare, review and present weekly reports to plant personnel/management teams providing status of orders to include potential delays. Complete project management review with locations to keep all organizations informed. Perform day-to-day administration tasks, such as processing information files and other paperwork.
    $46k-90k yearly est. 1d ago
  • Fixed Income Execution Trader (USA)

    Trexquant Investment 4.0company rating

    Finance service representative job in Stamford, CT

    Trexquant is seeking a Fixed Income Trader to join our team. The ideal candidate will have experience executing both high-touch and electronic trades in corporate credit and rates instruments. In addition to trade execution, this role also involves cultivating relationships with liquidity providers and trading venues, contributing to the firm's execution excellence, and working closely with quantitative researchers and technologists to enhance execution workflows and advance Trexquant's systematic fixed income strategies. Responsibilities Execute trading in corporate credit instruments (IG, HY, EM), including cash bonds, credit indices, and ETFs, as well as rates instruments, including treasuries, bond futures, and other interest rate derivatives Conduct both high-touch and electronic executions across OTC and exchange venues, covering both secondary and new issue transactions Cultivate and strengthen relationships with street sales, trading, and syndicate teams to broaden liquidity access Monitor market microstructure, liquidity dynamics, and credit developments to optimize execution, manage transaction costs, and improve portfolio outcomes Track execution metrics and conduct transaction cost analysis to identify and implement execution enhancements Collaborate with quantitative researchers and technologists to develop and refine execution workflows and algorithmic trading strategies Coordinate with operations on settlements and corporate actions Monitor risk exposures and ensure adherence to the firm's trading, operation, and compliance standards Provide real-time market insights and feedback to researchers and contribute to alpha and strategy development Qualifications Bachelors, Masters or PhD in STEM related fields 3+ years of experience in corporate credit and rates trading, preferably on the buyside Proficiency in trading platforms: MarketAxess, TradeWeb, TruMid, and Bloomberg Exposure to fixed income quantitative/systematic strategies Proficiency in programming languages (such as Python) and statistical modeling Deep understanding of corporate credit and rate markets Strong problem-solving skills with an ability to work independently and as part of a team Benefits Competitive salary plus bonus bonus based on individual and company performance Collaborative, Casual, and friendly work environment PPO Health, dental and vision insurance premiums fully covered for you and your dependents Pre-tax commuter benefits Weekly company meals Trexquant is an Equal Opportunity Employer #J-18808-Ljbffr
    $86k-155k yearly est. 1d ago
  • Customer Service Representative

    Amphenol RF

    Finance service representative job in Danbury, CT

    JOIN OUR TEAM @ AMPHENOL RF, the world's largest manufacturer of coaxial interconnect products for radio frequency, microwave, and data transmission applications, and a proven leader in enabling next gen technology! Our global team of experienced engineers develops innovative solutions utilizing the most advanced manufacturing technology available, and we specialize in creating custom solutions that meet customer-specific design requirements. With consistent year over year growth, innovative technology, and a team that breeds success, we are always seeking top-tier, high-performing talent to join us! We are headquartered in Danbury, Connecticut, and a division of Amphenol Corporation (NYSE ticker: APH), an industry leader for more than fifty years. At Amphenol RF, you can expect a competitive salary and comprehensive benefits (medical, dental, vision, matching 401K, FSA, employer-paid life insurance), a favorable work/life balance, a generous PTO allowance and paid holidays, an engaging and collaborative work environment, numerous opportunities for career growth, and an entrepreneurial focus that encourages employees to chart their own paths. The Customer Service Representative effectively interacts with internal and external customers providing and processing information in response to inquiries, concerns and requests about company products and services. The Customer Service Representative contributes and supports the company growth initiatives and overall customer satisfaction metrics. DUTIES AND RESPONSIBILITIES Respond promptly, to Distributors, OEMs, and Field Sales inquiries regarding pricing, delivery, and order status, providing limited technical assistance as needed; collaborate with production, logistics, and inventory teams to ensure orders align with manufacturing schedules and capacity. Review all incoming orders for accuracy. Notify customer of discrepancies in writing prior to acknowledging Amphenol T&C's. Maintain and update customer master data, pricing, and delivery terms in ERP systems. Communicate proactively with customers regarding order status, delays, changes, and delivery schedules. Follow-up to ensure closure and satisfaction. Handle customer complaints and process returns and credits in a timely manner. Process and manage customer orders via EDI or manual entry, ensuring accuracy and timely fulfillment. Oversee the management and maintenance of multiple customer-specific web portals for order entry, status checks, compliance reporting and invoice submission. Provide backup within the Customer Service team as required. Build sustainable relationships of trust through open and interactive communication. Adhere to company procedures, guidelines and policies. Any other Ad hoc duties as assigned by Customer Service Manager. EDUCATION/EXPERIENCE REQUIREMENTS Associate's degree preferred, with 2-4 years of related experience-ideally in a manufacturing or high-tech environment. Strong computer skills required, including proficiency in Windows, Microsoft Office (Excel, Word, Outlook), and web-based applications. Excellent communication skills with the ability to work independently and manage multiple priorities in a fast-paced environment. Hands-on experience with EDI transaction sets preferred. Strong analytical and problem-solving abilities, with a proactive approach to improving processes and identifying better solutions. Positive attitude, reliable, highly organized and a strong attention to detail required. Other requirements as necessary. Amphenol RF is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to race, religion, color, national origin, age, gender, sexual orientation, gender identity, marital status, disability, protected veteran status, or any other basis protected by applicable federal, state or local law.
    $30k-38k yearly est. 1d ago
  • Sales Representative

    Harvey Gerstman Associates 4.0company rating

    Finance service representative job in Hartford, CT

    About us Harvey Gerstman Associates has been a Manufacturer's Representatives Sales agency for over 45 years. We represent quality manufacturers in Construction, Industrial/MRO, Safety, and Retail, selling to leading distributors in our territory. All representatives are fully trained in this high-paced and fulfilling sales job. Come build a long-term career with us! Visit *************************** Sales Territory: Connecticut, Massachusetts & Rhode Island Responsibilities: The Sales Representative is responsible for growing sales for the agency and our manufacturer partners within assigned territory. The territory includes Connecticut, Massachusetts and Rhode Island. Sales Representative will accomplish this through in person meetings with customers to identify opportunities and explain features/benefits of product lines, train distributors and end users on product lines, and provide a high level of communication and responsiveness to all stakeholders. Sales Representative will be responsible for timely reporting to management and manufacturer partners of opportunities, threats, needs, and more. Sales Representative will be fully trained by the agency and product lines represented. The weekly schedule is generally Monday-Friday, but hours may exceed a normal 40-hour work week in order to effectively plan and execute on sales growth and key agency initiatives for the territory. Job will require approximately 4-6 overnights worked per month. You will also attend trade shows and conferences which can include a few weekends. Qualifications: · Minimum 3 years of field sales experience is required · Reliable transportation is required. · Strong organizational and planning skills · Excellent communication and presentation skills. · Enthusiasm to learn about products and how they fit into the market. · Ability to work independently in a fast-paced work environment. · Demonstrated ability to manage various tasks, schedules, and deliverables. What we offer: ·Base salary plus commission · 401K with a generous company match · Health Insurance · Dental Insurance · Life Insurance · Paid Travel Expense · Vacation Pay · Paid Holidays · Bonus Pay We are an equal opportunity employer F/M/D/Vcute on sales growth and key agency initiatives for the territory. Job will require approximately 4-6 overnights worked per month. You will also attend trade shows and conferences
    $57k-105k yearly est. 3d ago
  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Finance service representative job in New Haven, CT

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $95k-167k yearly est. Easy Apply 60d+ ago
  • Sales Representative

    Crown Cork & Seal USA

    Finance service representative job in Norwalk, CT

    About Crown: CROWN Cork & Seal USA, Inc., a wholly owned company of Crown Holdings, Inc. is a global leader in the design, manufacture, and sale of packaging products for consumer goods. At Crown, we are passionate about helping our customers build their brands and connect with consumers around the world. We do this by delivering innovative packaging that offers significant value for brand owners, retailers, and consumers alike. With operations in 39 countries employing approximately 23,000 people and net sales of approximately $12 billion, we are uniquely positioned to bring best practices in quality and manufacturing to our customers to drive their businesses locally and globally. Sustaining a leadership position requires us to build a team of highly talented, dedicated and driven individuals. Division Overview: CarnaudMetalbox Engineering is the Machinery Division, Conveying Systems Division (based in the UK) and Tooling Division (Based in the USA) of Crown Cork and Seal, which provides Global customers with High Quality Metal Forming Machinery along with Conveying and Tooling for them to manufacture a variety of packaging solutions. The Machinery and Tool Division is part of CarnaudMetalbox (CMB), a Crown Company. Locations: CMbE H-V Industries - Trevose, PA CMbE Wissota Tools - Chippewa Falls, WI CMbE Machinery - Lancaster, OH CMbE Norwalk - Norwalk, CT Candidate requirements: 60% travel Bachelor's degree or equivalent experience in an Engineering field or Industrial Manufacturing. Candidate must be an effective team player with ethical integrity and effective communication skills. 5 Years' experience with sales of an Industry Specific product *Actual salary will be determined based on skill and experience level* Will report to the District Sales Manager with Dotted Lines to H-V and Wissota Plant Managers Responsibilities include: Ability to read and interpret mechanical assemblies and parts drawings. Provide Technical assistance to customers as needed. Build effective relationships with the customers/clients to maintain professional leverage. Proactively communicate with customers to identify needs. Communicate with customers to ensure all expectations are met and company performance is maintained as the highest level of service. Requires strong forecasting and analytical skills. Coordinate with other department heads, integrating objectives and ideas for organizational growth. Monitor quality and communicate discrepancies with department heads to ensure corrective actions are defined and incorporated. Monitor and review company's project activities and ensure that they are brought to completion within scheduled period and budget. Provide effective management to organization's business activities that have to do with its strategic and financial growth. Perform cost and sales pricing analysis. Coordinate with other divisions to develop plans for launch of new products. Coordinate implementation plans as it relates to business units. Participate in the development of divisional annual budget review process utilizing data collected through business unit's strategies and regional sales forecast. Participate in the development of the annual CAPEX plan to ensure business units objectives are met. Identify and attend trade shows to generate sales growth. Monitor incoming orders for respective business units. Analyze and explore market trends; identify new opportunities in assigned business segment. Coordinate analysis across the business units. Obtain necessary documents to set up new customer accounts and vendors when applicable. Take action to eliminate potential delays using various means (i.e., production workaround, outsourcing) and if delay cannot be eliminated, communicate with customers to inform them of delay and assess impact. Coordinate with District Sales Manager to provide quotations based on review of customer input and ensure all documentation is provided to downstream users. Coordinate with Location Sales personnel to identify trends and react to low order volumes. Communicate with Purchasing functions to review status of orders to monitor on-time deliveries. Prepare, review and present weekly reports to plant personnel/management teams providing status of orders to include potential delays. Complete project management review with locations to keep all organizations informed. Perform day-to-day administration tasks, such as processing information files and other paperwork. By applying, you consent to your information being transmitted by JobFlow to the Employer, as data controller, through the Employer's data processor SonicJobs. See Crown Cork and Seal Terms & Conditions at and Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
    $46k-90k yearly est. 1d ago
  • Customer Service Representative

    Gateway Services Inc. 4.6company rating

    Finance service representative job in Oxford, CT

    Gateway Services is North America's leading accredited pet aftercare provider offering 24/7 professional grief support, memorial keepsakes, pet burial, and fully trackable pet cremation. With 150+ locations, 2,000 team members and servicing over 17,000 veterinary clinics across North America, Gateway has built a solid reputation for providing compassionate and respectful aftercare for pets and the people who love them. Please visit Gateway Services Inc. to learn more about us. Pay Rate: $19-$22/hr ($1000 sign-on BONUS!) Work Hours: Mon. Tues, Thurs, Fri 6:30am until job is finished. (Guaranteed 40hrs per week; OT when necessary/required). On-call rotation required. Location: Final Gift Pet Memorial Center 207 Christian St, Oxford, CT 06478 Job Overview At Gateway, our Customer Service Representatives (CSRs) are relationship-driven professionals in a key customer-facing role. As the primary link between Gateway and our veterinary partners, CSRs build lasting relationships, manage customer needs, and resolve challenges with professionalism and compassion. This position goes beyond driving. While transportation is part of the job, CSRs spend their days engaging with clinics and communities, staying active, and representing Gateway with care and integrity. What you'll do: Serve as the main point of contact for veterinary clinics, providing reliable and compassionate service Build trusted relationships with clinic staff and families through empathy, respect, and professionalism Safely handle pets in the aftercare process with dignity and care Manage customer needs and solve problems effectively Support Gateway's reputation for exceptional service in every interaction What we're looking for: Strong relationship-builder with excellent communication skills Empathetic and respectful, especially toward families and pets in our care Organized, dependable, and committed to customer service excellence Comfortable with driving responsibilities and being active throughout the day Pet lovers and pet parents are especially well-suited to this role The CSR role reports to the Care Center Manager. Duties & Responsibilities Relationship management: Serve as the primary point of contact for veterinary clinics on your route. Build and maintain strong relationships with clinic staff to ensure satisfaction and efficiency. Develop and maintain strong relationships with veterinary clinic staff. Maintain and support growing account base. Educate clients on services, answer questions, and address concerns promptly. Address any inquiries or concerns raised by clinic employees regarding service quality and operational efficiency. Ensure clinics receive prompt and professional support for all their pet aftercare needs. 100% Service Perfection and Wow 'ng customers at every interaction. Collect feedback to improve service quality and enhance the overall customer experience. Service delivery: Address any service issues proactively and escalate concerns to the appropriate department when necessary. Educate clinics on company services, policies, and procedures to enhance their experience and optimize operations. Ensure that the collection of all pets from veterinary clinics is conducted with the utmost care and the highest level of professionalism. Living our Brand Promise and One Pet at a Time. Anticipate clinic needs before requested, ensuring the highest level of quality service. Maintain all proper documentation and tracking for all pets entrusted to you. Enhance the overall clinic experience by ensuring that clinic staff are appropriately informed on company services, policies, and procedures. Assist with administrative tasks related to client accounts, including billing inquiries and service modifications. Follow company safety guidelines, adhere to store policies, and maintain vehicle and equipment standards. Always maintain best in class service standards by ensuring that you always comply with proper uniform and vehicle cleanliness standards. A positive and welcoming attitude is a must. Product and Service Promotion: Educate veterinary clinic staff on new product launches and available commemorative merchandise for pet parents. Distribute authorized marketing materials to clinics and ensure product information is up to date. Identify potential sales leads and redirect them to the Business Development Manager for follow-up. Monitor inventory levels of promotional materials and request replenishments as needed. Key Performance Indictors Growing revenue from existing clinics (Same Store Sales Growth). Expanding services and products within your assigned route (Organic Growth). Retaining clinic partnerships and keeping them highly satisfied (Client Attrition Rate & NPS). Minimizing customer complaints and ensuring on-time, exceptional service. Education, Training & Qualifications High school diploma or GED required as minimum Prior experience in customer service, account management, or sales/route sales is highly desirable. Proficiency in CRM systems and sales tracking tools. Ability to work early morning hours, weekends, and holidays as needed. Basic math and computer skills for order placement and inventory tracking. Valid driver's license with a clean driving record. Skills and Abilities Empathy and Compassion: Deep understanding of pet parents' grief and the vital role of aftercare services. Training provided. Service Excellence: Dedication to delivering exceptional, white-glove customer service. Problem Solving: Focused on turning obstacles into opportunities to deliver smoother, more reliable service. Urgency and Precision: Ability to respond swiftly while maintaining accuracy and care. Sales Expertise: Skilled in professionally educating and informing clinic staff about products. Strong Relationship building skills. Energy and Professionalism: A proactive approach with strong interpersonal skills. Innovative Problem-Solving: Continuously seeking ways to enhance customer experience and service delivery. Strong Communication and Customer Focus: Excellent interpersonal skills with a customer-first mindset. Multitasking and Account Management: Ability to efficiently oversee multiple clinic accounts. Pet Handling Experience: Comfortable and experienced in professionally handling animals. Training provided. Independent Decision-Making: Capable of working autonomously in a fast-paced environment. Technical Proficiency: Skilled in using CRM software, email communication, and other computer applications. Physical Capability: Able to safely lift and transport animals of various sizes. Working conditions You'll be expected to deliver best-in-class service at every interaction, living out our brand promise of treating each pet with dignity and each client with utmost care. Daily direct interaction with veterinary clinic staff, including doctors, technicians, and reception teams, to ensure they feel supported and informed. Independent decision-making is essential, along with the ability to adapt quickly and solve problems proactively on behalf of clinics and pet parents. Exposure to the emotional aspects of pet loss and grief is common. Compassion and empathy are essential when working with veterinary teams and pet parents during sensitive situations. Flexibility is required to respond to time-sensitive needs from veterinary clinics and to ensure consistent, high-quality service. Frequent heavy lifting in a physically active environment. Maintaining professional appearance standards, including uniform and vehicle cleanliness, is required to uphold our brand and reassure clients. YOU'LL LOVE WORKING WITH US BECAUSE: The People. You will be surrounded by some of the most talented, supportive, smart, and kind leaders and teams - people you can be proud to work with! OUR CORE VALUES: People First Exceed Expectations (HIT) Honesty, Integrity, Trust Be Passionate and Caring Continuously Improve WHAT YOU CAN EXPECT FROM US: Generous salary and benefits package includes: 3 national medical plans that pay 100% after the members' deductible and copays 2 national dental plans that cover many services at no cost to the plan members National vision plan Company paid Life/ AD&D and LTD for all full-time employees Chance to purchase additional Life/AD&D coverage at discounted rates Critical Illness, Accident and Pet insurance are offered as an employee's choice Tax savings account: HSA, Health and Dependent Care FSAs 401(k) Retirement plan Potential for Career Growth Employee Assistance Program Paid Holidays & Time Off A Sense of Community Great Hearts & Minds Scholarship Program Gateway Tuition Reimbursement Program Gateway Services Inc. and our brands are committed to providing accessible employment practices and fostering a culture of diversity and inclusion. Our employees are our greatest asset and each employee's cultural differences, life experiences, self-expression, and unique capabilities are what build our company culture and success. If you require accommodation due to disability during any stage of the recruitment process, please notify Human Resources at *************************. New employees to Gateway will be required to successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit e-verify.gov #INDCSR Monday, Tuesday, Thursday, Friday 6:30am until route is completed and van unloaded. On-Call rotation 40hrs per week minimum (OT when required/necessary). On-call rotation required.
    $19-22 hourly Auto-Apply 36d ago
  • Danbury Future Opportunities

    Stew Leonards 4.3company rating

    Finance service representative job in Danbury, CT

    Thank you for expressing an interest in Stew Leonard's, one of FORTUNE magazine's ‘100 Best Companies to Work for! While we may not currently have an opening that you are interested in, we are always accepting applications. As job opportunities become available, we will review your application. All applications are kept on file for one year. Why you'll love working here! Family Oriented: We respect the personal balance between work and family with career opportunity and growth- over 80% of our managers have been promoted from within. Environment: Have you seen the Avocado Girls? Chiquita Banana? Or the singing Parrot? Covid-19: Staying safe and clean, we are taking all precautions in the store to keep our team members and customers safe. (Providing daily masks and gloves to all team members, plexi glass at service counters, weekly communications, and much more!) Pay Day: We're thrilled to offer our employees Dayforce Wallet - a new way to get paid. Say bye-bye to pay day and hello to pay your way. Get your pay as soon as you earn it, at no cost to you - It's your money, why should you have to wait? Request your pay as you earn it. Apply today and start as soon as 1 week! For more information on working at Stew Leonard's click on the link below! ****************************************** We take pride in the power of diversity, inclusion, and being socially responsible to the communities which we live and do business
    $94k-157k yearly est. 2d ago
  • HF Independent Trader

    Quanta Search

    Finance service representative job in Westport, CT

    About: Our client is a fund management company specializing in algorithmic trading across global financial markets. Theirs is an independent pod-based structure, offering traders / PM's / trading teams access to advanced, low-latency trading technology platforms complemented by a deep bench of technological, operational and support services. They currently trade between 1% - 2% of the U.S. Equities markets, realizing top tiers across all major Exchanges and ATS's. Job Description: We are actively recruiting experienced Portfolio Managers / Traders across both U.S. equities quantitative trading businesses; high-frequency trading & statistical arbitrage trading. Ideal candidates should possess the following: ● Experienced U.S. equities quantitative traders / portfolio managers; HFT or Stat Arb ● Fully automated and proven algorithmic / quantitative trading strategies ● Minimum Sharpe of 3.0+ ● Provide prior 2+ years of historical performance ● Ability to be self sufficient and work from anywhere (location agnostic)
    $79k-130k yearly est. 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    James Winter-State Farm Agent

    Finance service representative job in Saint James, NY

    Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with James Winter - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: 401k Base salary plus heavy commission/bonus $250/month Health stipend Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency
    $48k-90k yearly est. 5d ago
  • Customer Service Representative

    Blackhawk Industrial Operating Co 4.1company rating

    Finance service representative job in Windsor, CT

    Job Description WHO ARE WE: BlackHawk Industrial provides you the highest quality industrial products and equipment, offering manufacturing services while creating innovative engineered supply solutions. We truly believe in the importance of the local relationships with the customers we service. Our employees have fun every day exceeding the expectations of our customers, suppliers, and shareholders. We distinguish ourselves as the #1 choice of industrial manufacturers who are in need of Technical Service and Production Savings. We are BIG ENOUGH TO SERVE, and SMALL ENOUGH TO CARE. SUMMARY: The Customer Service Representative is responsible for the daily tasks related to all customer accounts and Account Manager needs. The Customer Service Representative communicates and coordinates with suppliers and Account Managers, while providing quality customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES: Personally exhibits, recruits and coaches associates consistent with BlackHawk Core Behaviors Responsible for promoting culture of safety Respond appropriately and in a timely manner to all customer and Account Manager incoming communications. Analyze and assess customer needs completely and accurately with efficiency. Work with suppliers and Account Managers to identify, source, and price appropriate product solutions and provide quotes for product solutions per OS ticket and other BHID response time guidelines. Process customer orders, Return Material Authorizations and Guaranteed Test Orders and purchase material's to fill customer orders. Review and maintain P21 portals daily for potential late orders, Return Material Authorizations, items not on a PO and unapproved orders. Identify and resolve root cause issues by working and communicating with responsible cross functional teams to minimize repetition of the original issue. Develop a detailed working knowledge of BlackHawk policies, procedures and practices. Maintain a deep understanding of the BHID systems (including P21, OS ticket, ServiceNow, SharePoint, and Compass), suppliers' systems/websites and usage of those systems. Perform all work in accordance with the company documented ISO processes and procedures utilizing appropriate company systems. Perform other duties as assigned QUALIFICATIONS: Excellent written and verbal communications skills utilizing phone, email and instant message. Excellent critical thinking skills to analyze and solve problems. Diligent and detail oriented. Ability to manage multiple tasks, shift gears to react to urgent scenarios and meet daily deadlines. Proficient in and comfortable with basic computer operation. Ability to learn new software programs as a user. Ability to learn and apply experience with vending platforms (CribMaster, Autocrib, etc.) Experience in industrial field, B2B sales and customer service. SUPERVISORY RESPONSIBILITIES: No direct supervisory responsibility. EDUCATION and/or EXPERIENCE: High school diploma or equivalent required. Minimum 1 year previous experience in customer service or inside sales preferred. Experience in cutting tools, abrasives and MRO areas preferred. Experience with Microsoft office suite required. CERTIFICATES, LICENSES, REGISTRATIONS: None required WORK ENVIRONMENT: Employee is regularly required to speak and understand English, stand, walk, sit, use hand to finger, handle or feel objects, tools or controls; reach with hands and arms. Employee is required to use computer and other equipment. Employee frequently lifts and/or moves up to _50_ pounds. Specific vision abilities include close vision and the ability to clearly focus vision. PPE REQUIRED: Wrist rest for keyboard and mouse pad BENEFITS: Health Insurance BCBS of OK HDHP HSA with Employer match (must meet criteria) Dental and Vision Insurance 401K Plan and Company Match FSA (Full FSA, Limited FSA, and Dependent FSA) Company paid Long Term and Short-Term Disability Company paid basic Life Insurance and AD&D/ Supplemental life and AD&D/Dependent life Ancillary Critical Illness Insurance (Wellness Rider Included) Ancillary Accident Insurance (Wellness Rider Included) Ancillary Hospital Indemnity Employee Assistance Program (EAP) - Includes concierge services and travel assistance. Paid Time Off Holiday Paid Time Off Gym Reimbursement Quarterly Wellness challenge with a chance to will money or prizes Tuition Reimbursement - after 1 year of employment *BlackHawk Industrial is an Equal Opportunity Employer **As part of our BHID policy, we require all potential employees to undergo pre-employment background and drug screening. This is a standard procedure we follow to ensure a safe and productive work environment.
    $29k-37k yearly est. 27d ago
  • Part Time (30 Hours) Associate Banker Market Expansion (New Build), Old Saybrook, CT

    JPMC

    Finance service representative job in Hamden, CT

    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- Market Expansion 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 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 and performing account origination for consumer clients Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn 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 Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience 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
    $55k-109k yearly est. Auto-Apply 60d+ ago
  • Financial Services Specialist

    Wellbridge Addiction Treatment and Research

    Finance service representative job in Calverton, NY

    Wellbridge is committed to creating an environment where those struggling with substance use disorders can find hope, healing, and a path toward recovery. We believe in prioritizing patient-centered care, ensuring that each person who walks through our doors receives the utmost compassion and support on their journey to wellness. We invite you to explore a career with Wellbridge and are proud to offer comprehensive and affordable benefits including lifestyle perks such as free cafeteria service and an on-site gym/wellness center! Financial Services Specialist - Full Time, M-F 8:30am - 5pm. On-site, Calverton, NY. The Financial Services Specialist plays a key role in the revenue cycle by verifying insurance benefits, supporting accurate billing, and ensuring timely collection of insurance receivables. This position is responsible for researching patient coverage, resolving claim issues, and maintaining up-to-date financial and insurance data across internal systems to support a smooth billing and authorization process. RESPONSIBILITIES INCLUDE: Research, verify, and document insurance benefits for all levels of care, including network status, effective dates, deductibles, copays, coinsurance, out-of-pocket maximums, authorization requirements, exclusions, and payer-specific rules. Ensure all relevant financial and coverage information is accurately recorded in the EHR for use by clinical, admissions, and billing teams. Maintain a structured process for initial and ongoing verification of benefits, identifying discrepancies and following up to resolve incomplete or questionable information. Assist in billing patient accounts and posting payments, discounts, and adjustments in a timely and accurate manner. Perform follow-up with insurance companies to resolve delays, denials, or incorrect payments, using payer portals, calls, and online tools. Review, audit, and reconcile batches to ensure receipts, deposits, and adjustments are posted correctly prior to month-end closing. Help manage A/R by conducting proactive claim follow-up and maintaining workflow standards for timely reimbursement. Prepare and submit complex insurance claims and research solutions for escalated accounts. Review, update, and maintain data accuracy within the electronic EMR, and payer portals. Conduct audits on all new patient encounters to ensure insurance information is properly entered and verified. Reconcile bank deposits, batch totals, and payment records as part of the month-end close process. Serve as an insurance resource for patients, clinical teams, admissions, and other internal stakeholders. Provide clear and timely communication regarding coverage changes, authorization needs, and financial responsibility. Prioritize queues, emails, and time-sensitive tasks to support department goals and deliver exceptional customer service. OTHER DUTIES: This job description is intended to provide general guidance and not designed to cover or contain a comprehensive list of relevant activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time, with or without notice. ESSENTIAL FUNCTIONS: Provide company and/or patient finance related tasks. For patient care needs, this is an on-site role. Communicate and exchange information verbally and electronically. Consistent computer and phone, general office equipment use. Generally stationary, traversing general office and facility areas. QUALIFICATIONS: High school diploma or GED required. Knowledge of revenue cycle processes, including insurance verification and claims follow-up. Experience with utilization review or insurance authorization processes highly preferred. Prior work in addiction treatment, behavioral health, or healthcare billing preferred. Strong attention to detail with the ability to work with minimal errors. Excellent time-management, problem-solving, and interpersonal communication skills.
    $63k-114k yearly est. Auto-Apply 22d ago
  • Private Client Banker - Smith Haven - Lake Grove, NY

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Lake Grove, NY

    JobID: 210683743 JobSchedule: Full time JobShift: Day Base Pay/Salary: Lake Grove,NY $25.00-$32.69 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $84k-200k yearly est. Auto-Apply 60d+ ago
  • Associate Banker (Part Time)

    Ives Bank 3.3company rating

    Finance service representative job in Danbury, CT

    Job Title: Associate Banker Department: Retail Banking Summary: The Associate Banker accurately records customer checks, deposits, and withdrawal transactions and provides outstanding service to the organization's customers. Correctly verifies customer information including names, dates, and account numbers to ensure safety of transactions. Works cohesively in a team environment to achieve personal and branch goals. Displays motivation and enthusiasm within the team. Key responsibilities include, compliance with all banking regulations and the policies and procedures established by management, building customer relationships, accurately recording daily transactions, identifying products and services that will benefit customers and efficiently accomplishing customer requests. Reports To: Branch Relationship Manager Key Responsibilities: Transaction Accuracy Processes a wide variety of customer transactions including deposits, withdrawals, payments, and other miscellaneous transactions Processes transactions within limits of established policy accurately and efficiently and seeks approvals when required Balances cash drawer daily for both the cash and transaction totals Transaction Processing Efficiently and accurately records checks, deposits, withdrawals and other transactions into the computer systems Effectively addresses customer questions; successfully managing periods of heavy traffic at the branch Customer Relationships Provides outstanding service that achieves high customer satisfaction and builds strong, long-term customer relationships Promptly addresses and resolves customer concerns and inquiries in a positive, confident manner Consistently makes time to be friendly, get to know our customers and make every customer feel important Product Knowledge & Recommendations Shows knowledge of the products and services offered by the organization Reviews current accounts and customer requests to determine new products and services that will benefit the customer Identifies customer needs and refers customers to appropriate branch personnel Refers customers to the correct departments and contacts that provide specific products or services Sales Achieves daily, weekly and monthly referral goals Reviews Incentive compensation for accuracy and communicates personal progress Works in a team environment Efficiently uses the bank's CRM and follows up on leads Compliance & Security Complies with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags Follows all bank policies and procedures Is aware of and complies with CRA guidelines and policies, ethics policy, and the bank's non-discrimination policy; complies with all regulations Comply with all daily, monthly and quarterly Security procedures Report issues or complaints to a supervisor for follow-up Secure all documents and confidential data following the "clean desk" policy; lock computer screen and secure equipment when leaving desk or station Lock and secure cash drawer and teller station when leaving station Follow all daily security procedures with entering and leaving the branch; secure all teller line doors and break room areas Greet and/or acknowledge customers as they come into the branch and report any unusual occurrence to the supervisor Support other branches with staff as needed
    $65k-111k yearly est. 60d+ ago
  • Banking Associate - 30 Hours - New Haven, CT (Foxon Road)

    TD Bank 4.5company rating

    Finance service representative job in New Haven, CT

    Hours: 30 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. Depth & Scope: * Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services * Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations * Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer * Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience * Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert * Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking * Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization Education & Experience: * High school diploma or GED * 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred * Demonstrated Customer Service skills preferred * Ability to work during operating hours to include evenings, weekends and holidays as scheduled * Teller experience preferred * Required to complete Teller training and part 1 of platform training upon hire * Strong organization skills to handle multiple tasks in a fast-paced environment * Excellent communication skills with ability to be concise, clear and consistent * Demonstrated effective problem-solving skills * Demonstrated ability to schedule and prioritize work * Demonstrated ability to work independently and within deadlines * Sound judgment in decision making and problem solving * Proficient in Microsoft Office * Notary License preferred Customer Accountabilities: * Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers * Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral * Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings * Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert * Understands and supports the Bank's customer service strategy * Considers the impact of decisions on the well-being of TD, its customers and stakeholders * Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers * Ensures tasks are performed within established policy and procedures * Successfully completes all required job specific, compliance-related training * Understands, utilizes and follows compliance/risk and control programs * Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans * Is knowledgeable of and complies with TD Code of Conduct Shareholder Accountabilities: * Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer * Accurately processes cash/deposit/withdrawal transactions and other account servicing requests * Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address * Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents * Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions * Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR * Follows policy and procedure for Customer Authentication * Acts as Dual Control agent when required * Follows all required open/close procedures Employee/Team Accountabilities: * Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of * the team * Be an active participant in personal performance and development activities * Acts as a brand champion both internally and externally * Collaborates with team members in contributing to the success of the team and organization * Partners as a team player * Actively seeks opportunities to improve delivery of work with high attention to quality standards * Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills * Positively embraces change * Adheres and participates in TD's Shared Commitments * Models quality service at every Customer interaction * Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience * May train and act as a mentor to newer colleagues Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Frequent Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Frequent Standing - Frequent Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $22-27.8 hourly Auto-Apply 9d ago
  • Banker 2

    Ion Bank 3.7company rating

    Finance service representative job in South Windsor, CT

    Job Type: Hourly, Full-Time Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: Provide friendly, personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window and adhere to set policies and procedures. Respond to customers' financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties. As a Banker 2 you are responsible for: Provide superior customer service and perform banking functions with high expertise. Perform all customer service activities, including opening accounts, customer account inquiries, teller transactions, and branch operations. Contribute to established branch profitability goals by cross-selling products/services to new/existing customers. Responsibilities: Project a positive and highly professional image of self and the Bank by consistently delivering service in line with company service standards/service philosophy. Possess excellent working knowledge of all bank products and services, consumer, and business. Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs. Promote, cross-sell, and upsell bank products and services that meet customers' needs. Identify and refer customers or prospects to non-bank product associates as appropriate. Open accounts, perform account maintenance and provide timely customer service solutions to consumer and business customers. Distribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate. Required to register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number with appropriate training. Possess an excellent working knowledge of branch systems, including but not limited to procedures, policies, cash handling, and transaction processing. Adjust to various branch traffic flows while maintaining efficiency and accuracy of work. Accurately balance self and branch office daily; order money; compile currency transaction reports. Process customer transactions accurately and courteously. Ensure that all work performed is complete and accurate. Assist in resolving problems with branch equipment, balancing, and operational issues. Ensure that the Bank's security policy and program and the Bank's loss prevention guidelines are carried out within the branch. Education and Qualifications: High school diploma preferred. One to two years of retail banking experience, including teller, sales, or some comparable combination of education and experience. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days 12 Paid Holidays Job Shadowing Volunteer Opportunities ______________________________________________________________________________________________________________________________________________________________________________________ Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status. __________________________________________________________________________________________________________________________________________________________________________________________________________
    $52k-93k yearly est. 9d ago
  • Financial Services Representative - State Farm Agent Team Member

    Soribel Almanzar-State Farm Agent

    Finance service representative job in Stamford, CT

    I am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent, see what it's like to run a business and help grow an agency. Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance options. Maintain a strong work ethic with a total commitment to success each and every day. Adaption of skills necessary to operate a business. As an Agent Team Member, you will receive... Salary plus commission/bonus Valuable experience Growth potential/Opportunity for advancement in my agency Learning to market property/casualty, life, health and bank products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process
    $26k-49k yearly est. 14d ago
  • Banker

    Quality Talent Group

    Finance service representative job in New Haven, CT

    Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health, dental, and vision coverage 401(k) plan Paid time off and parental leave Disability, life, critical illness, and accident insurance Critical caregiving leave Employee discounts and commuter benefits Tuition reimbursement and scholarships for dependent children Adoption reimbursement program Competitive pay Career advancement opportunities within a leading national bank Supportive and inclusive culture focused on your professional growth Requirements 6+ months of customer interaction experience (work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements Strong customer service and communication skills Ability to handle transactions accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in customer and team interactions Ability to work a schedule that may include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you'll do Build strong customer relationships through proactive outreach and tailored financial solutions Assist customers with opening new accounts, processing service requests, and completing credit applications Educate customers on digital banking tools and technology Refer customers to appropriate partners for specialized financial needs Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies Diversity & Inclusion Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds. Are you looking for more? Find it here. APPLY TODAY!
    $44k-99k yearly est. 6d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Naugatuck, CT?

The average finance service representative in Naugatuck, CT earns between $19,000 and $63,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Naugatuck, CT

$35,000
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