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Finance service representative jobs in New Jersey

- 3,267 jobs
  • Trader

    Aptimized

    Finance service representative job in Wayne, NJ

    Job Title: Refined Fuel Trader / Trade Platform Designer → Operations & Trading Management Lead Type: Contract to Hire. This role is based in the NY/NJ region. We will consider candidates who live outside the area if they can travel to New Jersey during the work week on a consistent basis. This role reports to the Head of Trading / Commercial Director / Platform Program Lead Role Summary (Two-Phase Role) This position is intentionally structured in two stages: Phase 1: Platform Design & Build (Initial Focus) For the first portion of the role, the successful candidate will act as a front-office refined products trading SME and workflow owner, helping design, validate, and launch a new refined fuels trade platform. The candidate will translate real trading-desk needs into system requirements across the full lifecycle: origination → pricing → execution → logistics → due diligence/KYC → settlement. Phase 2: Operations / Management Transition (Post-Launch Focus) After the platform is live and stable, the role will transition into a leadership seat overseeing trade operations, execution integrity, platform adoption, and ongoing optimization, with continued commercial/trading contribution as appropriate. This is a rare opportunity to design the system first, then run the business on it. Key Responsibilities Phase 1 - Platform Design & Launch Ownership Serve as trader-in-the-loop product owner for the design of a refined fuels trading platform. Define platform requirements and user stories based on real desk workflows: deal capture & pricing (Platts/Argus benchmarks, diffs, EFPs) hedging and paper links to physical trades shipping & scheduling (laycans, nominations, re-routes) terminal/storage integration credit checks & limits documentation, confirmations, invoicing, settlement Map and build in real-world exceptions: quality disputes, partial lifts, demurrage, claim handling, washouts, swaps/rolls. Lead UAT, go-live validation, and trader/ops acceptance testing. Partner with engineering/UX to ensure adoption-ready workflows. Phase 1 - Trading & Market Expertise Input Provide refined products trading expertise to ensure platform matches market and execution reality. Help shape product scope including: EN590 / ULSD / Gasoil Jet A1 / Av-kerosene Gasoline (multi-grade) Fuel Oil (HSFO/VLSFO/MGO blends) Naphtha + blending components Validate arb, freight, storage, and blending economics logic in platform tools. Phase 2 - Operations & Management Lead (Post-Launch) Lead trade operations and execution quality once the platform is live. Run the refined fuels trade lifecycle on the platform: execution governance, logistics coordination, due diligence/KYC/credit integrity, and settlement reconciliation. Own platform adoption, training, and operational KPIs. Drive a continuous improvement roadmap based on live desk feedback. Manage or help build the operations/trading support team as volume scales. Continue commercial/trading contribution as appropriate. Required Experience & Qualifications 7-15+ years refined products trading at a major trading desk (Mercuria / Trafigura / Vitol / Glencore / BP / Shell / TotalEnergies / Gunvor). Demonstrated refined fuels P&L capability and deep physical execution knowledge. Hands-on experience with front-to-back trading platforms, such as: Endur/Openlink, Allegro, RightAngle, SAP CTRM, AspectCTRM, Brady/Eka, Murex Execution/market access: ICE, CME/NYMEX, Trading Technologies, Trayport Post-trade digitization a plus: VAKT, Komgo Strong logistics fluency: shipping, storage, blending, inspections, claims. Ability to convert desk workflows into platform requirements for technical teams. Bachelor's degree in Finance, Economics, Engineering, or similar. Preferred / “Edge” Capabilities Prior involvement in CTRM migrations, UAT, platform upgrades, or desk buildouts. Existing counterparty network with refiners, NOCs, wholesalers, and end users. Comfortable bridging front office, ops, credit, compliance, and engineering. Builder mindset with high standards for usability and controls.
    $75k-124k yearly est. 18h ago
  • Sales Representative

    Aflac 4.4company rating

    Finance service representative job in New Jersey

    Aflac is looking for a Strategic Benefits Consultant to help businesses strengthen their employee benefits strategy. This consultative role is perfect for professionals in sales, HR, or consulting who want to partner with a nationally recognized brand while building their own book of business. Advantages of working with us: - Monday-Friday business hours - enjoy true work-life balance - Unlimited earning potential with commissions, bonuses, renewals, and stock - Represent a Fortune 500 company trusted by businesses nationwide - Award-winning training, tools, and mentorship - First 3-month bonus incentives available* - Offer value-added services (telehealth, healthcare navigation, financial wellness tools)** Responsibilities & requirements: - Advise employers on benefits, needs and customized solutions - Conduct consultations, product demos, and enrollments virtually or in person - Build long-term relationships and provide excellent post-enrollment service - Collaborate with teams for training, development, and support - Strong consultative, communication, and relationship-building skills - Background in B2B sales, HR, or client-facing consulting preferred, but not required - Must be 18+ and authorized to work in the U.S. - Entrepreneurial mindset and self-starter mentality About Aflac: At Aflac, we work directly with employers to deliver voluntary benefits to their employees while helping to solve issues small businesses face. Our Strategic Benefits Consultant, also known as Benefits Advisors, can play a vital role in helping people when they need it most - when they're injured or ill - by providing financial protection and peace of mind so they can focus on recovery, not bills. *This is not a salaried position, Aflac Benefits Advisors earn commissions, bonuses, residual income, and stock. **Aflac's affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers, and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. Aflac Benefits Advisors are independent contractors and are not employees of Aflac. Aflac family of insurers includes American Family Life Assurance of Columbus and American Family Life Assurance Company of New York. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999 Z2500303 EXP 5/26
    $39k-49k yearly est. 12d ago
  • Customer Service Representative

    ESP Enterprises Inc. 4.5company rating

    Finance service representative job in Newark, NJ

    Customer Service Representative I Responsibilities: Responds to telephone inquiries using standard scripts and procedures. Defines or resolves inquiries received either through written or telephone correspondence. Gathers information, researches/resolves inquiries and logs customer calls. Communicates appropriate options for resolution in a timely manner. Performs customer needs analysis and informs customers of services and resources available to them. Maintains adherence (attendance, punctuality, use of AUX time). All other duties as assigned Must have experience working in a call center. Education/Skills/Experience Requirements: High School diploma or GED. Excellent communication skills. Candidates must go through the interview process with the client. Customer Service Representative I *Bilingual Responsibilities: Responds to telephone inquiries using standard scripts and procedures. Defines or resolves inquiries received either through written or telephone correspondence. Gathers information, researches/resolves inquiries and logs customer calls. Communicates appropriate options for resolution in a timely manner. Performs customer needs analysis and informs customers of services and resources available to them. Maintains adherence (attendance, punctuality, use of AUX time). All other duties as assigned Must have experience working in a call center. Education/Skills/Experience Requirements: High School diploma or GED. Excellent communication skills. Language: Spanish Training Schedule: Monday through Friday 9 am to 5 pm for 2 weeks After Training Schedule: Must be able to work between the hours of Monday through Friday 7 am to 5:30 pm and Saturday, Sunday, and holiday from 8:30 am to 5:00 pm (40-hour work week); fluctuating schedule. Work Schedule: Will be discussed during interview
    $35k-41k yearly est. 4d ago
  • Customer Service Representative

    Plymouth Rock Assurance 4.7company rating

    Finance service representative job in Woodbridge, NJ

    Are you ready to embark on a rewarding career journey? At Plymouth Rock, we pride ourselves on fostering a dynamic and supportive service center environment where professionalism and teamwork are highly valued. If you're the kind of person who enjoys solving problems and helping others when they need it, this could be a great opportunity to start your career at Plymouth Rock! We're currently seeking passionate individuals to join our team as Customer Service Representatives, where you'll play a pivotal role in providing exceptional service to our valued customers, agents, and partners. As a Customer Service Representative, you'll be at the forefront of our customer interactions, handling inbound calls with efficiency and professionalism. RESPONSIBILITIES • Answer inquiries via phone, email and texting regarding policies, coverages, and premiums with confidence and accuracy. • Ensure first call resolution, making the customer experience as seamless as possible. • Develop and maintain comprehensive product knowledge across all three lines of insurance (Auto, Homeowner, and Umbrella). • Cultivate strong relationships with our agents and partners, contributing to our collaborative work environment. • Utilize your analytical and decision-making skills to address policy changes and corrections effectively. • Exceed customer and agent expectations by delivering top-notch service through positive interactions and extensive product expertise. • The ability to work a flexible schedule is a critical aspect of this position. Hours for this position are shifts between: 8:00am-7:00pm Monday - Friday and 10:00am-3:00pm every third Saturday. QUALIFICATIONS • Strong interpersonal, communication, and organizational skills. • Analytical mindset with good decision-making abilities. • Proficiency in computer skills and data entry. • High motivation to take ownership and follow up on tasks. • Flexibility to adapt to a fast-paced, changing environment. • Ability to work weekdays and rotational Saturdays. • High school diploma required, college degree is a plus! • Spanish language proficiency is a plus! SALARY RANGE The pay range for this position is $45,000 to $49,500 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity. PERKS & BENEFITS • 4 weeks accrued paid time off + 9 paid national holidays per year • Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision) • Annual 401(k) Employer Contribution • Free onsite gym at our Woodbridge Location • Resources to promote Professional Development (LinkedIn Learning and licensure assistance) • Robust health and wellness program and fitness reimbursements • Various Paid Family leave options including Paid Parental Leave • Tuition Reimbursement ABOUT THE COMPANY The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner's insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”. #LI-DNI
    $45k-49.5k yearly 2d ago
  • Customer Service Representative- ERISA Fidelity Department

    Colonial Surety Company

    Finance service representative job in Woodcliff Lake, NJ

    Who are we? Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated “A Excellent” by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded in 1930, we use our experience-plus technology-to give busy people and businesses easy, affordable and digital access to a growing portfolio of bond and insurance products. We have an ambitious vision for impact and growth-and invite a diversity of motivated achievers to come, learn, work, create, grow-and succeed-with Colonial. Position Overview We are seeking a high-energy, customer-focused Customer Service Representative (CSR) for our ERISA Fidelity Department. This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in sales. You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. Prior experience in Customer Service is a must-as well as a strong work ethic, excellent communication skills, and a drive to succeed! Key Responsibilities Customer Service & Sales Support: Engage with clients via phone and email, providing top-notch service and assistance. Educate potential customers on ERISA Fidelity products and services, helping them navigate their options. Proactively follow up on leads and in-progress applications to drive sales conversions. Maintain accurate customer records and interactions in the CRM system. Collaborate with internal teams to streamline processes and improve customer experience. Administrative Responsibilities: Process and track applications, renewals, and policy updates. Ensure accurate data entry and maintain organized client records. Assist in preparing reports, documentation, and client communications. Support the team with invoicing, follow-ups, and other administrative tasks. Qualifications & Skills Experience: 1-3 years in customer service, sales support, or administrative roles. Prior experience working in a CRM system is highly preferred. Skills & Competencies: Strong verbal and written communication skills - comfortable with a high-volume phone role. Driven, self-motivated, and eager to grow in a sales-oriented environment. Detail-oriented with strong organizational and problem-solving skills. Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Ability to multi-task, prioritize, and meet deadlines efficiently. Education & Certifications: BA Degree in Business in related field. Why Join Us? 📞 Heavy phone presence & sales growth opportunities 💼 $45,000 base salary 🏆 Career advancement in a fast-growing company 📈 Monday-Friday, 8:30 AM - 5:30 PM schedule with a 1-hour lunch 🌟 Supportive team environment & professional development If you're hungry for success, love being on the phone, and want to grow in sales, we'd love to hear from you!
    $45k yearly 1d ago
  • Customer Service Representative

    Conduet

    Finance service representative job in Jersey City, NJ

    The ideal candidate loves talking to people and proactively solving issues. You will be responsible for assisting customers with all issues with their online sports betting and iCasino accounts: Applicants must be available to work any 8 hour shift between the hours of 10am -12am any day of the week. Agents are required to work in office 3 days per week. Responsibilities Communicate with customers via phone, email and live chat Provide knowledgeable answers to questions about product, pricing and availability Work with internal departments to meet customer's needs Data entry in various platforms Qualifications At least 1 - 3 years' of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work Sports interest and knowledge
    $30k-39k yearly est. 4d ago
  • Commercial Lines Customer Service Representative

    Strategic Insurance Partners-Sip

    Finance service representative job in Nutley, NJ

    About Us For more than 100 years, Strategic Insurance Partners (SIP) has been providing Personal and Business Insurance protection that fit your needs. Developing a comprehensive insurance portfolio can be a challenge without guidance from a trusted advisor. At Strategic Insurance Partners, we've been working alongside business owners in New York, New Jersey, and Pennsylvania for more than a century. Instituting extensive insurance expertise, SIP agents take a consultative approach toward identifying risks and proactively reducing the impact of loss through customized coverage. Our management and representatives have developed an atmosphere of trust over the years, which has enabled deeply valued and longstanding relationships with our clients. Commercial Lines Customer Service Representative Responsibilities: Policy Servicing: Assist the Account Managers with processing Change Requests, Audits, Certificates, and more. Agency Management System Operation: Work daily in AMS to access policy details and update the accounts for accuracy. Task Management: Track, follow up and close out service tasks. Team Collaboration: Partner with Account Managers and/or Account Executives to assist and maintain the retention lists every month, 90 days in advance. Customer Servicing: Assist the Account Managers with incoming calls when needed. Qualifications: Valid New Jersey Property and Casualty License required Minimum of 2 years of commercial lines insurance experience Knowledge of insurance products Proficiency with AMS360 and ImageRight preferred; experience with other agency management systems will be considered Effective verbal and written communication skills Excellent organizational skills Strong multitasking skills, attention to detail, and follow-through discipline Hours: Monday-Friday, 9:00am-5:00pm Office Location: 492 Franklin Avenue, Nutley, NJ 07110 Benefits: Competitive Salary Health Insurance Plans (PPO, HSA, Copay Options) Dental Insurance Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
    $30k-39k yearly est. 4d ago
  • Mail Service Associate

    Pyramid Consulting, Inc. 4.1company rating

    Finance service representative job in Morris Plains, NJ

    Immediate need for a talented Mail Service Associate . This is a 03 months contract opportunity with possible extension and is located in Morris Plains, NJ (Onsite). Please review the job description below and contact me ASAP if you are interested. Job ID: 25-93508 Pay Range: $20 - $23/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Responsibilities: Resource typical working day: Receiving and sorting incoming mail and packages Delivering mail and packages to appropriate recipients Interacting with clients in a professional manner Providing general support to the facilities team Key Requirements and Technology Experience: Key Skills; ["Mailroom ", "Package Handling", "Facilities Support"] Communication and collaboration Skills At least 2 years of experience Education: HS and GED Basic computer functions Microsoft office suite Interview Process: 1 virtual and 1 onsite interview Our client is a leading commercial real estate services and investments Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
    $20-23 hourly 1d ago
  • Customer Service Representative

    LHH 4.3company rating

    Finance service representative job in Springfield, NJ

    Inside Sales Specialist / Customer Service Representative Type: Temp to Permanent Hourly Pay: $23.00 - $26.00 per hour LHH is working with a rapidly growing organization in their search for a motivated and customer-focused Inside Sales Specialist / Customer Service Representative to join our client's Springfield, NJ corporate office. This is an excellent opportunity to be part of a dedicated team within a leading company in the building industry. About the Role In this position, you will play a key role in delivering exceptional customer service and sales support to our external customers. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced environment where accuracy and professionalism are essential. Key Responsibilities Provide outstanding customer service in a high-volume call environment Generate accurate price quotes for customers Follow up on customer quotes and identify cross-selling opportunities Collaborate with the sales department to support territory development Ensure accuracy and efficiency in all customer interactions and transactions Qualifications Previous Customer Service or Call Center experience is required Strong communication skills and a professional, pleasant phone manner Proficiency in Microsoft Word, Excel, and Outlook Excellent multitasking and organizational abilities Ability to work effectively both independently and as part of a team Accurate mathematical skills and attention to detail Experience in construction industry is a strong plus* For immediate consideration: Please email resume to ************************* Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ******************************************* The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance
    $23-26 hourly 4d ago
  • Advisor Services - Client Service Representative

    Aarons 4.2company rating

    Finance service representative job in Perth Amboy, NJ

    Bilingual Customer Accounts Advisor The salary range for this role is $16.50 to $17.50 per hour/annually*. This position is also eligible for incentive pay based on performance. Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership. Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Like all Aaron's team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life. Attainment and upkeep of customers' accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments. Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone Sell customers on the benefits of timely lease agreement renewal payments Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals Clean and certify merchandise in the Quality Assurance Center for all items personally returned United States at least 21 years old with a valid state Driver's License and compliance with the Company's Driver Qualification Policy; Canada at least the age of 18. without help and up to 300 lbs. with the assistance of a dolly Two years of retail/customer service experience preferred High School diploma or equivalent preferred Proper telephone etiquette Uphold the Aaron's Brand and protect company assets Proficient computer skills Our team members are our greatest asset. As an expression of our appreciation, Aaron's is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**: ~ Paid time off, including vacation days, sick days, and holidays ~ Medical, dental and vision insurance ~An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. **Benefits vary based on FT and PT employment status.
    $16.5-17.5 hourly 18h ago
  • Proprietary Equity Trader

    T3 Trading Group 3.7company rating

    Finance service representative job in Westfield, NJ

    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 ***************************
    $77k-138k yearly est. Easy Apply 60d+ ago
  • Sales Representative

    Pristine Management Group 3.7company rating

    Finance service representative job in Verona, NJ

    Are you interested in pursuing a technology-focused career that drives innovation and shapes the future of communication? Our company has consistently been a leading provider of market insights and consumer sales in the region. We gather customer perspectives and determine consumer preferences for our telecommunication client's products, services, and promotional sales through customer introduction and communication. Our clients aim to provide the most advanced technology services available, and our AT&T Cellular Sales Agents are their partners in reaching qualified customers. By having a free flow of information between our clients and our teams, we develop a deep understanding of where our clients want to be in the short term and how we can advance their technology preferences. We are seeking an AT&T Cellular Sales Agent who will gain a comprehensive understanding of the telecommunications field to effectively answer potential customer questions, troubleshoot issues, and suggest alternative service options. We are seeking an AT&T Cellular Sales Agent who is passionate about creating business opportunities and committed to staying ahead of client innovations. *What we look for in an AT&T Cellular Sales Agent:* * Build a positive image and representation of the client brand by providing informative customer service before, during, and after the sales process for residential consumers * Use communication and engagement strategies to secure new customers, achieve outreach goals, and complete sales metrics * Develop an understanding of the market region to generate more relevant marketing and sales strategies for client products * Work with the sales team and other AT&T Cellular Sales Agents to determine how client qualifications and protocols can be adequately conveyed to the customers * Utilize entry-level training on sales, customer service, client expectations, and business metrics to generate new opportunities for the client successfully * Analyze sales results to identify patterns, track market preferences, and better assist customer service and marketing strategies *Qualifications for a Successful AT&T Cellular Sales Agent:* * A high school diploma or equivalency * Previous knowledge of customer service, sales, business, management, or leadership is encouraged * Ability to properly communicate the benefits and elements of our client's services during sales orders * Reliability in time management to follow schedules and achieve planned goals for marketing, product visibility, sales, and customer service * Friendly and professional demeanor when working with customers, management, and other AT&T Cellular Sales Agents This is a full-time, commission-based position with an on-target earnings range of $42,000-$62,000 annually.
    $42k-62k yearly 4d ago
  • Investment Banking Program (USA) (enable auto approvals)

    JPMC

    Finance service representative job in New Jersey

    As a Business Analyst II, you'll be responsible for documenting, reviewing, analyzing, and designing business processes and systems based on user needs, in adherence to established Change Control policies and procedures. You'll work with business partners to ensure consistency in implementing change related to the system, policy, and procedural enhancements that are required to move to a future state. You'll work in an environment that offers a wide degree of creativity and latitude with the expectation of high performance and results. Additional responsibilities: Establish/Create/Analyze reports relevant to Operations functions Propose process reengineering solutions to resolve current process breaks and identify areas of opportunity for improvement Elicit project or initiative requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, task, and workflow analysis Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs Proactively communicate and collaborate with external and internal customers to analyze information needs and functional requirements Drive and challenge business units on their assumptions of how they will successfully execute their plans and assist with creation of processes and procedures Serve as the conduit between the customer community (internal and external customers), support teams, business units and the development team through which requirements flow Develop requirements specifications according to standard templates using natural language Collaborate with developers and subject matter experts to establish the technical vision and analyze trade-offs between usability and performance needs Requirements: Three to five years managed account experience highly desired; focus on service, project management or support preferred Accelerated skills in MS Office, including Excel and Access Strong analytical and time management skills required, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, including executives, managers, and subject matter experts Demonstrate organizational skills and ability to handle working within strict timelines High level of professionalism in leading groups and process improvement initiatives Experience in using enterprise-wide requirements definition and management systems and methodologies required Ability to work nonstandard hours, including early morning, late evening, and weekends to accommodate testing schedule requirements
    $123k-194k yearly est. Auto-Apply 60d+ ago
  • Trader

    Betmgm

    Finance service representative job in New Jersey

    About Us We are BetMGM. We are revolutionizing sports betting and online gaming in the United States. We are a partnership between two powerhouse organizations-MGM Resorts International and Entain Group. You know our name through our exciting portfolio of brands including BetMGM Sportsbook, Borgata online, Party Casino and Party Poker. We aim to bring our ideas into action and find ways to deliver the best quality in gaming platforms. We understand that each card in the deck plays a unique role in any given hand, just as our employees each play a unique role in accomplishing our goals as a company. We strive to create a culture of empathy where our employees feel valued, heard, and comfortable bringing their authentic selves to work. We want to build a product and a workplace that reflect the communities we serve so we approach our work fearlessly, take responsibility when we get it wrong, and ante-up again. We play to win, and we are all-in together. We were recognized as one of Glassdoor's “Best Places to Work”. Location: Jersey City, NJ - Hybrid About the Role As part of the trading team, the US Sports Trader trades US major league and college sports (American football, baseball, basketball and ice hockey). This also includes managing risk, market liabilities and supporting the product. Responsibilities Day-to-day trading with market moves on games, player props and futures betting. Compile and trade prices on a variety of markets. Reacting quickly to market moves to keep in line with the wider market. New market creation across all sports and settlement. Being aware of what markets need to be settled in a timely manner that may not be automated. Constantly coming up with new markets to improve customer experience. Monitor market liabilities. Being aware of risk across all markets and reacting accordingly. Being on top of our stop loss system and regularly updating so markets are on site at their fullest. Manage customer risk profiles. Identifying customers betting patterns on different levels through approvals function and betting scrollers. Support all product initiatives. Delivering on a wide range of markets to suit all customers. Bet Acceptance. Accepting bets through our approvals functionality requiring quick decision making. Working with compliance department with new sport, league and market approvals from new and already open US states. Working with content team on the delivery of an optimal site for a better customer experience by flagging any display issues. Until fully licensed as required by state regulations, this position will support trading by providing operational support to ensure the seamless execution of our Sports Trading lifecycle and enhance the overall customer experience. Responsibilities will include: Assisting traders in day-to-day operations with market moves on games, player props and futures betting. Full-time trading training. Acquire knowledge about Sportsbook tools, platforms, and processes. Support the team in the resolution of issues impacting the trading team with both online and retail Sportsbooks. Provide operational support to Sports Trading team by creating betting sheets, configuration of new leagues and markets, and other tasks as assigned. Essential Functions Must be able to stand or sit and operate computers and other technological devices for extended periods of time Qualifications High school or equivalent 2+ years of experience in Trading US Sports Passion for US Sports Expertise in sports statistics Strong numerical and mathematical skills Team player Ability to focus Ability to work shifts which include evenings, weekends and public holidays Excellent knowledge of the rules of the game for all sports Good knowledge of the betting industry Sports betting experience is essential Familiarity with College and Major League Players High attention to detail The annual salary range for this position is $62000 to $75000. Factors which may affect starting pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate. This position is also eligible for participation in a performance-based bonus plan. Gaming Compliance & Licensing Requirements As an online gaming company, BetMGM is required to comply with state gaming regulations which includes licensing obligations. Applicable employees must be licensed by at least one jurisdictional agency, although certain positions require licensing by multiple agencies. Failure to become licensed or maintain licensure with each agency as required for the role may result in termination of employment. Please note that the licensing process includes comprehensive background checks which may include a review of criminal records, financial history, and personal background verification. In addition, candidates must comply with and support the company's responsible gambling policies, procedures and initiatives. About Our Culture Building BetMGM from the ground up takes effort, energy, and teamwork, but that's what will make leading this industry all the more satisfying. We stay focused on our main goal with the help of these four company pillars: Believe in Your Game - Take your shot! There's a freedom to explore ideas usually only start-ups are lucky enough to experience. Backed by the Best - With our expertise-merged with that of our world-class investors-we have the opportunity to take this business, and ourselves, farther than anyone has ever imagined. Do What's Right - We operate with clarity and simplicity, always doing the right thing by our customers and each other, standing shoulder to shoulder every day. Hustle Hard - Our combined commitment and ambition is what drives us to create some of the most innovative products in the industry. What We Offer As a valued employee, we're committed to giving you the resources and support you need. We offer Medical, Dental, Vision, Life Insurance, Commuter Benefits, Paid Time Off, Holidays, Employee Resource Groups and more! Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law. The position is also eligible for an annual bonus. BetMGM LLC is an Equal Opportunity Employer. We provide equal employment opportunities to all qualified individuals, regardless of race, religion, gender, gender identity, age, marital status, national origin, sexual orientation, citizenship status, veteran status, disability, or any other legally protected status. As an organization, we are unwavering in our commitment to maintaining a discrimination-free work environment, and fostering a culture of inclusivity, belonging and equal opportunity for all employees and applicants. We understand that each card in the deck plays a unique role in any given hand, just as our employees each play a unique role in accomplishing our company goals. So, we are committed to an inclusive culture for all and empowering our employees to thrive in meaningful careers. At BetMGM, we play to win, and we are “all in” together. If your experience looks a little different from what we've identified and you think you've got what it takes, we'd love to learn more about you. If you need assistance or accommodation with your application due to a disability, you may contact us at **********************. This job description is not an exclusive or exhaustive list of duties a person in this position may be asked to perform from time to time. #LI-HYBRID #LI-JM2
    $62k-75k yearly Auto-Apply 49d ago
  • Banking Associate - West Orange (20 hour)

    TDI 4.1company rating

    Finance service representative job in West Orange, NJ

    Hours: 20 Pay Details: $23.75 - $31.00 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.
    $23.8-31 hourly Auto-Apply 1d ago
  • Banking and Debt Restructuring Associate

    5 Legal

    Finance service representative job in Newark, NJ

    Job Description Top 200 AmLaw firm seeks an associate to join its Banking and Debt Restructuring Practice in their Newark and Philadelphia office. Qualified candidates must have 2-5 years of commercial real estate experience preferred. The candidate is expected to support the Firm's banking and debt restructuring and real estate practices. Workout/creditors' rights experience is a plus. New Jersey and Pennsylvania Bar admissions and strong academic record required.
    $55k-109k yearly est. 21d ago
  • Banking Associate - Monroe Township (20 hrs)

    TD Bank 4.5company rating

    Finance service representative job in Monroe, NJ

    Monroe Township, New Jersey, United States of America **Hours:** 20 **Pay Details:** 22.00 - 27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. **Depth & Scope:** + Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services + Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations + Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer + Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience + Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert + Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking + Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization **Education & Experience:** + High school diploma or GED + 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred + Demonstrated Customer Service skills preferred + Ability to work during operating hours to include evenings, weekends and holidays as scheduled + Teller experience preferred + Required to complete Teller training and part 1 of platform training upon hire + Strong organization skills to handle multiple tasks in a fast-paced environment + Excellent communication skills with ability to be concise, clear and consistent + Demonstrated effective problem-solving skills + Demonstrated ability to schedule and prioritize work + Demonstrated ability to work independently and within deadlines + Sound judgment in decision making and problem solving + Proficient in Microsoft Office + Notary License preferred **Customer Accountabilities:** + Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers + Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral + Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings + Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert + Understands and supports the Bank's customer service strategy + Considers the impact of decisions on the well-being of TD, its customers and stakeholders + Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers + Ensures tasks are performed within established policy and procedures + Successfully completes all required job specific, compliance-related training + Understands, utilizes and follows compliance/risk and control programs + Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans + Is knowledgeable of and complies with TD Code of Conduct **Shareholder Accountabilities:** + Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer + Accurately processes cash/deposit/withdrawal transactions and other account servicing requests + Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address + Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents + Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions + Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR + Follows policy and procedure for Customer Authentication + Acts as Dual Control agent when required + Follows all required open/close procedures **Employee/Team Accountabilities:** + Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of + the team + Be an active participant in personal performance and development activities + Acts as a brand champion both internally and externally + Collaborates with team members in contributing to the success of the team and organization + Partners as a team player + Actively seeks opportunities to improve delivery of work with high attention to quality standards + Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills + Positively embraces change + Adheres and participates in TD's Shared Commitments + Models quality service at every Customer interaction + Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience + May train and act as a mentor to newer colleagues **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Frequent Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Frequent Standing - Frequent Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $89k-124k yearly est. 9d ago
  • Private Client Banker- Bedminster, NJ - NJ Middlesex Somerset Market

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Bedminster, NJ

    JobID: 210688708 JobSchedule: Full time JobShift: Base Pay/Salary: Bedminster,NJ $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: **************************************************************************
    $50k-119k yearly est. Auto-Apply 17d ago
  • Associate, Bank Relations

    Jefferies Financial Group 4.6company rating

    Finance service representative job in Jersey City, NJ

    This person will be part of a dedicated NY Bank Relations team, responsible for managing and developing banking relationships across global markets. In line with the diverse markets and products in which Jefferies is present, external working relationships cover a broad range of banks. Internally, the successful candidate will work extensively with an SVP in Bank Relations, across various teams within the Firm, including Treasury, Operations, Legal, Compliance, Tax, Front and Middle Office Business Managers. Key Responsibilities Responsible for the management of bank and custodial relationships, including credit and operational services; approximately 60+ banking relationships and 1,500+ bank accounts (cash and securities) Managing the account opening and setup process externally as well as internally, completing bank required forms, KYC requirements and negotiation of legal agreements Compilation and analysis of MIS reports to assess competitiveness of bank / custodian fees, periodic negotiation of bank fees and review / remedy of operational inefficiencies Ongoing maintenance of authorized signatory lists, resolutions and associated corporate documentation Primary internal contact for escalation of bank and/or custodian issues Assisting in the completion of new credit related documentation and associated follow ups with business units and banks Participation in Bank Relations & Network Management projects including new business initiatives, credit marketing and analytical analysis Assist in the procurement and monitoring of the firm's various insurance policies, including Global Property, Workers' Compensation, D&O, Crime/FI Bond, Professional Liability, Cybersecurity and other Commercial Coverages. Assist in the business management of the Credit Rating Agencies (i.e. S&P, Moody's, Fitch). Required Skills and Experience: Previous Treasury experience (1-3 years) - Preferably at a financial institution Cash management and treasury operational experience preferred Quick Learner and Good Listener - Ability to consume and process a significant amount of information, assess the impact, then summarise and disseminate that information quickly and effectively to key internal stakeholders Excellent interpersonal skills as the role requires interaction with all levels of the organization; both internally and externally Excellent communication skills, both written and oral Understand the key business drivers, operational risks and efficiency expectations of a broker dealer Strategic thinker with excellent problem-solving and facilitation skills Self-motivated with the ability to prioritize tasks and work to tight deadlines Well organized, attention to detail Strong audit and control mindset Ability to effectively use Word, Excel, PowerPoint Experience with online banking platforms and SWIFT Primary Location Full Time Salary Range of $80,000- $100,000. #LI-MB1
    $80k-100k yearly Auto-Apply 46d ago
  • Financial Sales and Service Specialist

    Mid Penn Bank 3.9company rating

    Finance service representative job in Camden, NJ

    A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Sales and Service Specialist in Camden, NJ. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview The Financial Sales and Service Specialist is responsible for performing a variety of duties to support the customer service function of a community office, coordinating work within the department, as well as with other departments. This individual is also responsible for reporting pertinent information to the immediate supervisor and responding to inquiries or requests for information. * Opens deposit accounts and takes loan applications. * Responds to customer questions, quotes rates and payments, recommends services. * Helps with account maintenance such as address changes, change of account signers, etc. * Assists customers in obtaining specialized services from other departments, such as mortgage, wealth management, merchant services, trust services, and commercial loans; provides help to customers with specific inquiries or service problems. * Serve as a Financial Center Associate, when required. Education & Qualifications * A high school diploma or equivalent with an emphasis in a business curriculum. * Notary experience preferred or ability to obtain notary as needed. * A minimum of one (1) year of experience in related positions preferred. Skill(s) Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; knowledge of financial center policies and procedures; supervisory skills sufficient to manage employees; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required. Pay Transparency We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
    $40k-64k yearly est. 11d ago

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Top 9 Finance Service Representative companies in NJ

  1. Fidelity Investments

  2. Bank of America

  3. Spencer Savings Bank

  4. Fidelity Holding

  5. Andrews Federal Credit Union

  6. Collaborative Support Programs Of Nj Inc.

  7. Atlantic Health

  8. New York Life Insurance

  9. Manny Coby-State Farm Agent

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