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Customer Service Representative
Esquire Bank 4.4
Finance service representative job in Jericho, NY
Basic Function:
The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners.
Principal Responsibilities:
Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner.
Assist customers with deposits, withdrawals, or payments and resolve client concerns.
Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers.
Open commercial and consumer accounts and assist customers with routine account related inquiries.
Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction.
Utilize Sales Force to track client interactions.
Assist with branch vault opening, closing and balancing procedures.
Inform customers about bank products and services.
Always maintain a professional appearance and demeanor.
Comply with all department Security, company policies, procedures, and regulations.
Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements.
Background and Experience:
High school diploma or equivalent required, and 1-3 years Teller/customer service experience.
Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees.
Excellent organizational and time management skills.
Ability to work independently with little to no supervision.
Cash handling experience preferred.
High level of accountability, efficiency, and accuracy.
Prior Customer Service experience.
Microsoft Office and Excel skills. Salesforce experience preferred.
Location: Esquire Bank, Jericho, NY (On-site)
Full time - M-F 8:30 am - 5:30 pm
Estimated Salary Range:
$40,000 - $55,000 / year
Compensation may vary based on education, skills, qualifications and/or expertise.
$40k-55k yearly 3d ago
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Customer Service Representative
Russell Tobin 4.1
Finance service representative job in Port Washington, NY
Russell Tobin's client is hiring a Customer ServiceRepresentative in Port Washington, NY
Employment Type: Contract
Pay rate:
English Speaker - $17.50
French Speaker - $20
Responsibilities:
Answer incoming calls and process customer orders.
Troubleshoot technical issues, particularly related to electrical and IT systems, and communicate solutions clearly.
Resolve customer complaints while maintaining composure and professionalism.
Document customer interactions accurately and track call types.
Follow up with customers regarding order status, shipping, and stock availability.
Maintain support service levels consistent with Luxottica's standards.
Perform all other duties as assigned.
Requirements:
High school diploma or equivalent.
Minimum 1 year of experience in customer service, hospitality, or call center environments.
Excellent telephone etiquette and communication skills (verbal and written).
Strong PC skills including Microsoft Office (Word, Excel) and internet navigation.
Ability to prioritize tasks, manage time efficiently, and work well in a team environment.
Demonstrated listening and comprehension skills.
Nice to have:
Higher education degree.
Experience using SAP.
Knowledge of optical products and industry terminology.
Bilingual in French.
Benefits that Russell Tobin offers:
Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.
$31k-37k yearly est. 5d ago
Client Services Representative/Customer service representative
Adecco Us, Inc. 4.3
Finance service representative job in Melville, NY
Adecco is assisting a local client recruiting for a Client ServicesRepresentative opportunity in New York, NY. This is an excellent opportunity to join a winning culture and get your foot in the door with a Company that is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean. If Client ServicesRepresentative sounds like something you would be interested in, and you meet the qualifications listed below, apply now!
Responsibilities for Client ServicesRepresentative include but are not limited to:
· Provide on‐site customer service and support
· Operate B&W and color reprographics, bindery, and finishing equipment
· Perform fulfillment tasks such as inserting, folding, binding, shrink‐wrapping
· Communicate issues promptly to supervisors and respond to client requests
· Monitor supplies and help maintain process documentation
Candidates for Client ServicesRepresentative must meet the following requirements to be considered:
· Strong customer service and communication skills
· Basic technical/computer skills and ability to operate print/bindery equipment
· Ability to multitask and prioritize with minimal supervision
· Physical ability to lift up to 50 lbs and stand/walk/bend for long periods
· Willingness to follow customer site protocols and obtain required clearances
What's in this Client ServicesRepresentative position for you?
· Pay: $20/hr.
· Shift: Monday-Friday, Business hours (9:00 AM - 5:00 PM)
· Weekly paycheck
· Dedicated Onboarding Specialist & Recruiter
· Access to Adecco's Aspire Academy with thousands of free upskilling courses
This Client ServicesRepresentative is being recruited by one of our Centralized Delivery Team and not your local Branch. For instant consideration for this Client ServicesRepresentative position and other opportunities with Adecco in New York, NY apply today!
**Pay Details:** $20.00 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to **********************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
+ The California Fair Chance Act
+ Los Angeles City Fair Chance Ordinance
+ Los Angeles County Fair Chance Ordinance for Employers
+ San Francisco Fair Chance Ordinance
**Massachusetts Candidates Only:** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$20 hourly 2d 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 ServiceRepresentative 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 ServiceRepresentative 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. 3d ago
Online Customer Service Representative
London Jewelers 3.5
Finance service representative job in Glen Head, NY
London Jewelers is a premier jewelry business, family owned and operated for over 95 years. We continue to set the standard for quality and service in providing customers with the finest selection of diamonds, designer jewelry, fine timepieces and gifts, presented in a luxurious style and setting with superior customer service. We are seeking a dedicated online customer service, brand relationship representative to manage customer interactions and provide support for our products and services. The ideal candidate will handle inquiries and tracking, resolve complaints, and ensure customer satisfaction.
Responsibilities:
Respond to customer inquiries via phone, email, and chat
Track customer inquiries through multiple websites and through entire lifecycle of customer's request
Add products and update content on London Jewelers website
Maintain Brand pages on London Jewelers website updating banners, products and information
Daily price and inventory updates on our website
Resolve customer complaints in a professional manner
Process orders, returns, and exchanges
Track monthly store traffic report
Daily cash report
Routine testing of functionality of website, content images displayed correctly, links live, and add to cart active
Provide product and service information and guidance
Maintain appointment requests for store locations
Document and update customer records based on interactions
Follow up and track with customers and the store to ensure their issues are resolved
Stay updated on product knowledge and company policies
Follow daily task check list
Maintain a positive and empathetic attitude toward customers
Qualifications/Experience:
Proven experience as a customer servicerepresentative or similar role
Excellent communication and interpersonal skills
Ability to handle stressful situations and diffuse upset customers
Proficient in using ERP software and CRM tools
Strong problem-solving skills
Ability to multitask and manage time effectively
Attention to detail and accuracy
High school diploma or equivalent; a degree or equivalent
Flexibility to work in shifts if required
Good typing skills and computer literacy
Preferred Qualifications:
Degree in a relevant field
Job Type:
Full-time
In office
Salary:
$25 an hour
Benefits:
Health insurance
Dental insurance
Vision insurance
Paid time off
401(k) with employer matching
Employee assistance program
Employee discount
Flexible spending account
Health savings account
Life insurance
We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.
$25 hourly 3d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Finance service representative job in Greenwich, 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 ***************************
Commercial & Industrial Painting (NY-CT Region) | Top Performers Earn $150,000-$200,000+ | Base Salary + Uncapped Commission
Are you a true hunter with a proven track record of closing B2B service contracts? Do you already sell in the commercial trades with relationships you can bring on Day 1? Do you thrive on achievement, competition, and delivering real value to clients?
A.G. Williams Painting Company is a respected, 120-year-old commercial and industrial painting leader. We are seeking a high-performance Commercial Sales Representative to expand our footprint in Westchester, Fairfield, Putnam, Rockland, and surrounding counties.
The Making of a Top-Performing Rep
High Need for Achievement: You set big goals, attack them relentlessly, and expect to win.
Competitiveness: You want to dominate your market, not just sell a job, but outperform competitors with superior solutions.
Relationship Intelligence: You already have connections with: Property managers, facility managers, HOAs, schools & universities, industrial & commercial site managers, healthcare facilities, hospitality, retail, and institutional clients
Consultative Problem-Solving: You listen deeply, identify risks/needs, and tailor the right solution, never just “quote a job.”
Resilience & Tenacity: You follow up, stay organized, and keep deals alive through long cycles.
Coachability & Accountability: You want structure, process, and feedback. Most importantly, you pride yourself on hitting your goals every single month.
Compensation
Base Salary + Uncapped Commission Structure
Top performers earn $150K-$200K+ annually, with no ceiling on earnings.
Your income is driven by your effort, skill, and relationships.
What You'll Do
Drive Revenue. Build Relationships. Close Deals. You will:
Proactively identify, prospect, and win new commercial accounts. Leverage existing customer relationships and build new ones across NY-CT.
Conduct site visits, measurements, and detailed takeoffs.
Prepare accurate estimates using company estimating tools (training provided).
Present proposals and close business confidently and professionally. Build a pipeline through consistent prospecting and networking.
Collaborate with operations to ensure flawless project hand-off.
Maintain CRM discipline, follow a proven sales process, and hit revenue targets.
Must-Have Qualifications
5-7+ years B2B trade sales experience: Painting industry experience is ideal. Comparable trade experience (roofing, flooring, pavement, restoration, mechanical, janitorial, facility services, etc.) is acceptable if you have strong relationships in our target market.
Strong existing relationships in the territory: This role requires a warm network and the ability to generate meetings through trust and reputation.
Proven track record of hitting sales goals: Average performers will not succeed here.
Hunter mindset with relationship-first approach: You must be both aggressive and professional.
Relationship Building & Communication Mastery: Skilled in prospecting, engaging prospects, and presenting solutions with clarity and confidence.
Self-Driven, Organized, Coachable, Accountable: We value autonomy, and we also expect process alignment and a team-first mentality.
Valid driver's license + reliable vehicle
Key Behaviors of High Performers (Drawn From Industry Best Practices)
Our top reps share the following traits:
Disciplined time management and high-output daily activity
CRM mastery and exceptional follow-up
Confidence without ego
Empathy and consultative communication
Professional appearance and conduct
Ownership mentality, no excuses, only solutions
Strong teamwork with estimators, operations, and leadership
What Greatness Looks Like
Existing book of business or strong relational equity
Self-generating opportunities
Winning 50%+ of qualified estimates
Clean, accurate project documentation
Consistently hitting revenue, profit & activity targets
High client retention
About A.G. Williams Painting Company
A.G. Williams is a fourth-generation, family-owned leader in commercial, industrial, and institutional painting. For 120 years, we have built our name on professionalism, consistency, craftsmanship, integrity, and long-term partnerships.
Our commercial division focuses on direct-to-owner repaint work across corporate offices, industrial buildings, hospitals, schools, multifamily properties, country clubs, religious institutions, municipalities, and more.
Benefits & Professional Growth
Unlimited income potential
Stable pipeline support and high-quality inbound opportunities
Career path with continuous mentorship and performance coaching
Ongoing paid training: coatings systems, manufacturer certifications, LRRP, lift certifications, OSHA, and other skill-development programs
Strong operations team to ensure projects are delivered professionally and on time
Sell a respected brand with 120 years of excellence
A value proposition built on quality, trust and professionalism
Family culture and strong team support
Flexible PTO and paid holidays
To Apply
Apply on our company website, directly on LinkedIn, or on Indeed. You can also send your résumé and a brief note to ******************************** with the subject line “Your Next Commercial Sales Representative”.
$43k-83k yearly est. 4d ago
Head of Systematic Futures Team (USA)
Trexquant Investment 4.0
Finance service representative job in Stamford, CT
We are looking for an experienced systematic futures quantitative researcher to lead our Futures Team. In this role, you will be responsible for leading a team of researchers in researching, implementing, and trading profitable futures based systematic strategies within Trexquant's core product. Your work will expand our existing systematic futures program as a meaningful asset class in our proven quantitative processes.
Responsibilities
Expand our current futures effort by further identifying data and signals useful for building and backtesting various futures strategies.
Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading proposed futures based strategies.
Design and Implement futures based strategies and partner with the execution and financing teams to optimize execution of strategies, harmonizing with existing investments and asset classes.
Align with the risk team to establish monitoring and controls for futures specific risk exposures as well as capital allocation among our incumbent strategies.
Regularly present to senior management to collaborate and align quantitative credit research with overall trading and investment strategies.
Requirements
5+ years of experience in researching and trading quantitative futures based strategies.
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
Proven leadership experience in managing a team of quantitative researchers.
Strong quantitative skills.
Proficiency in Python.
Benefits
Competitive salary plus 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.
Applications are now open for our NYC office that's opening in September 2026.
The base salary range is $130,000 to $200,000, depending on candidates' educational and professional background. Base salary is only one part of Trexquant's total compensation, which may include a discretionary and performance based bonus.
Trexquant is an Equal Opportunity Employer.
$130k-200k yearly Auto-Apply 60d+ ago
Experienced Trader
Gelber Group 3.8
Finance service representative job in White Plains, NY
Experienced Trader Job Description
We are Gelber Group -- Passion for Trading. Powered by Technology.
Headquartered in Chicago with offices across the United States and Europe, for more than 40 years, we have set the bar as one of the industry's most innovative and enduring proprietary trading firms. Our success derives from a relentless pursuit of new trading ideas and careful attention to technology. We believe in a culture of entrepreneurship, innovation, and collaboration and we empower each member of our team to have a meaningful impact from the very start of their career with Gelber. We invest in our future through our technology and talented staff, strategically committing resources to move our firm forward and help our people succeed. We trade a little bit of everything here and are always looking to expand into new opportunities. Our flat organizational structure and focus on a true meritocracy with competitive profit splits attracts individuals with an edge which contributes to our consistent success.
As an Experienced Trader, you will have a real opportunity to have a huge impact on the firm. You will work side by side with other successful and talented individuals to capitalize on market opportunities. This role is for someone who flourishes in a fast-paced environment, has a strong work ethic, a competitive attitude, and a proven record of profitability in a trading position for at least 2 years.
What you'll need:
Proven track record of profitability as a trader for at least two years
Develop and implement trading strategies aimed at generating consistent profits while adhering to risk management guidelines and regulatory requirements
The ability to create and support quantitative models
Experience with data analysis programming languages (Python is a plus)
An attentive, mindful, and focused demeanor
Proven self-starter
Ability to thrive in a fast-paced and dynamic trading environment, with a focus on teamwork, collaboration and continuous improvement
Strong communicator who works well with others but also thrives in an entrepreneurial environment
The approximate annual base compensation range for this position in White Plains, New York is $72,000 to $120,000. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity. In addition to your salary, our total rewards package includes health benefits, a 401(k) plan, PTO, parental leave, professional development, tuition reimbursement and discretionary bonus, enhancing your overall total rewards package.
Benefits and Culture:
Medical, Dental and Vision Benefits
Life insurance and long-term disability
401K
Generous vacation time, paid holidays, and paid parental leave
Social events including team dinners and company parties
Employee referral bonus program
Tuition Reimbursement
Charitable giving and company match
Casual, relaxed office environment
If you are based in California, we encourage you to read the Gelber Privacy Notice for California Employees and Applicants, linked here.
$72k-120k yearly Auto-Apply 14d 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
Part Time Associate Banker Long Island Central (30 hours)
JPMC
Finance service representative job in Plainview, NY
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$78k-154k yearly est. Auto-Apply 60d+ ago
Mortgage Banking Associate
Reliant Home Funding, Inc.
Finance service representative job in Melville, NY
Job Description
) No Remote
Job Type: Full-Time
About Us: Reliant Home Funding, Inc. is a leading mortgage lender committed to helping individuals and families achieve their homeownership dreams. We pride ourselves on providing exceptional service, industry expertise, and innovative solutions to our clients. As we continue to grow, we are seeking motivated individuals to join our team as Mortgage Banking Associates, an entry-level pathway to becoming a licensed Mortgage Loan Officer.
Job Summary:
As a Mortgage Banking Associate, you will gain hands-on experience in the mortgage industry while training to become a Mortgage Loan Officer. You will work closely with borrowers, follow up on leads, and utilize our CRM to manage client interactions. All leads provided are inbound, giving you a great opportunity to connect with interested borrowers. This role is ideal for individuals who are eager to build a career in mortgage lending, develop strong sales skills, and provide outstanding customer service.
Key Responsibilities:
Assist borrowers throughout the mortgage process by gathering documentation, answering questions, and providing guidance.
Follow up on inbound leads from various sources, including inbound inquiries and marketing campaigns.
Utilize the company's CRM to track client interactions, update records, and maintain an organized sales pipeline.
Educate potential borrowers on loan products, qualification requirements, and the application process.
Work closely with senior Mortgage Loan Officers to learn best practices and industry regulations.
Collaborate with processing and underwriting teams to ensure timely loan approvals.
Maintain compliance with all federal, state, and company policies and guidelines.
Participate in ongoing training and development programs to prepare for the Mortgage Loan Officer role.
Qualifications:
Bachelor's degree required; relevant experience in sales, finance, or customer service is a plus.
Strong communication and interpersonal skills with a customer-first mindset.
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
Proficiency in technology and ability to work in a high pace environment.
Self-motivated, goal-oriented, and eager to learn the mortgage industry.
Must be willing to obtain required licensing to transition into a Mortgage Loan Officer role.
What We Offer:
Competitive base salary with performance-based incentives.
Comprehensive training program and mentorship from experienced Mortgage Loan Officers.
Career advancement opportunities within the company.
A supportive and dynamic work environment.
Health, dental, and vision insurance options.
401(k) retirement plan with company match.
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$78k-154k yearly est. 2d ago
Part Time Associate Banker Rockland (30 Hours)
Jpmorgan Chase 4.8
Finance service representative job in Orangeburg, NY
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Orangeburg,NY $25.00 - $30.48 / hour
$25-30.5 hourly 60d+ ago
Equity Trader Position
T3 Trading Group 3.7
Finance service representative job in Wilton, CT
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$94k-167k yearly est. Easy Apply 60d+ ago
Fixed Income Execution Trader (USA)
Trexquant 4.0
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
$86k-155k yearly est. 60d+ ago
Mortgage Banking Associate
Reliant Home Funding
Finance service representative job in Melville, NY
) No Remote
Job Type: Full-Time
About Us: Reliant Home Funding, Inc. is a leading mortgage lender committed to helping individuals and families achieve their homeownership dreams. We pride ourselves on providing exceptional service, industry expertise, and innovative solutions to our clients. As we continue to grow, we are seeking motivated individuals to join our team as Mortgage Banking Associates, an entry-level pathway to becoming a licensed Mortgage Loan Officer.
Job Summary:
As a Mortgage Banking Associate, you will gain hands-on experience in the mortgage industry while training to become a Mortgage Loan Officer. You will work closely with borrowers, follow up on leads, and utilize our CRM to manage client interactions. All leads provided are inbound, giving you a great opportunity to connect with interested borrowers. This role is ideal for individuals who are eager to build a career in mortgage lending, develop strong sales skills, and provide outstanding customer service.
Key Responsibilities:
Assist borrowers throughout the mortgage process by gathering documentation, answering questions, and providing guidance.
Follow up on inbound leads from various sources, including inbound inquiries and marketing campaigns.
Utilize the company's CRM to track client interactions, update records, and maintain an organized sales pipeline.
Educate potential borrowers on loan products, qualification requirements, and the application process.
Work closely with senior Mortgage Loan Officers to learn best practices and industry regulations.
Collaborate with processing and underwriting teams to ensure timely loan approvals.
Maintain compliance with all federal, state, and company policies and guidelines.
Participate in ongoing training and development programs to prepare for the Mortgage Loan Officer role.
Qualifications:
Bachelor's degree required; relevant experience in sales, finance, or customer service is a plus.
Strong communication and interpersonal skills with a customer-first mindset.
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
Proficiency in technology and ability to work in a high pace environment.
Self-motivated, goal-oriented, and eager to learn the mortgage industry.
Must be willing to obtain required licensing to transition into a Mortgage Loan Officer role.
What We Offer:
Competitive base salary with performance-based incentives.
Comprehensive training program and mentorship from experienced Mortgage Loan Officers.
Career advancement opportunities within the company.
A supportive and dynamic work environment.
Health, dental, and vision insurance options.
401(k) retirement plan with company match.
$78k-154k yearly est. Auto-Apply 1d ago
Part Time Associate Banker Connecticut South (30 Hours)
JPMC
Finance service representative job in Greenwich, 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 in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$55k-109k yearly est. Auto-Apply 60d+ ago
Part Time Associate Banker Long Island Central (30 hours)
Jpmorgan Chase 4.8
Finance service representative job in Plainview, NY
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Plainview,NY $25.00 - $30.48 / hour
$25-30.5 hourly 60d+ ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Finance service representative job in Glen Rock, 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 ***************************
Finance service representative job in Saddle Brook, NJ
JobID: 210692688 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $100,000.00-$120,000.00; Iselin,NJ $100,000.00-$120,000.00; Saddle Brook,NJ $100,000.00-$120,000.00 Are you customer-focused, enjoy building relationships, and providing financial advice to clients. A role as a Commercial Banker is for you.
As a Commercial Banker on the Multinational Corporations team within J.P. Morgan's Middle Market Banking & Specialized Industries group, you will focus on growing and retaining profitable relationships with innovative companies. This customer-focused, relationship-driven role offers the opportunity to deliver the full breadth of J.P. Morgan's capabilities to clients.
Job Responsibilities:
* Champion a culture of innovation and customer centricity
* Stay current with industry trends to identify opportunities for innovation and strategic partnerships
* Drive new client acquisition in collaboration with bankers
* Foster a culture of respect, diversity, and inclusion
Required Qualifications, Capabilities, and Skills:
* 3+ years of direct lending or credit support experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to mobilize internal networks and resources
* Proven track record of meeting or exceeding sales goals
* Strong organizational skills; able to manage, prioritize, and meet tight deadlines under pressure
* Excellent verbal and written communication skills
* Strong interpersonal and influencing skills; able to build credibility and partnerships with senior business and control partners
Preferred Qualifications, Capabilities, and Skills:
* Bachelor's degree and formal credit training
* Sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Creative problem-solving abilities; flexible and able to multitask in changing business environments
* Excellent business judgment, strategic thinking, self-direction, and proactivity
$21k-53k yearly est. Auto-Apply 41d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in North Castle, NY?
The average finance service representative in North Castle, NY earns between $36,000 and $118,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in North Castle, NY
$65,000
What are the biggest employers of Finance Service Representatives in North Castle, NY?
The biggest employers of Finance Service Representatives in North Castle, NY are: