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  • LMHC Associate - Fee For Service

    Thriveworks 4.3company rating

    Finance service representative job in Washington, DC

    Thriveworks is currently seeking provisionally licensed individuals pursuing Washington Licensure as an LMHC in Bellingham, WA to provide remote or a mix of telehealth and face-to-face sessions. This role is eligible for a $12,500 ramp stipend for clinicians offering 25+ hours of availability per week. At Thriveworks, we're not just growing a practice-we're building a movement to transform mental health care. Founded and led by clinicians, we understand what it takes to support our team so they can focus on what they do best: delivering exceptional care. Who We Are Thriveworks is a trusted mental health provider with 340+ locations and a nationwide hybrid care model. We serve over 175,000 clients annually through more than 1.7 million sessions, and those numbers are growing. As a clinician-founded and clinician-led organization, we offer the tools, support, and community you need to build a fulfilling, long-term career. What We're Looking For We're hiring provisionally licensed clinicians in Washington who are ready to make a difference and grow with us. We're especially interested in: Full-time availability (30 hours/week - 25+ client visits with 5 hours administrative time including supervisory meetings). Behavioral health generalists (open to seeing couples/children, with our support) Clinicians who value autonomy and also enjoy being part of a team Strong character matters - we value integrity, openness, and a commitment to quality care Flexibility in your work schedule Qualifications: Must live and be seeking licensure in the state where services are provided A graduate of an approved 60-credit hour program Approved by the board as a LMHCA Graduate or Post-graduate work experience in a counseling setting treating depression and anxiety is required Graduate or Post-graduate work experience independently conducting intakes and diagnosing (preferred) according to the current DSM-5 under a licensed supervisor. Compensation: Up to $57,700 based on licensure type/level, session volume, and bonus opportunities. What We Provide We do the heavy lifting so you can focus on care. As a W2 employee, you'll receive: $12,500 ramp stipend for 25+ clinical hours/week Guaranteed, bi-weekly pay (no need to wait on reimbursement) FREE group and individual clinical supervision provided Paid orientation and annual pay increases PTO and flexible scheduling (7am-10pm, 7 days/week) No-show protection and caseload build within 90 days of credentialing Credentialing, billing, scheduling, and marketing support Health, dental, life, liability, and disability insurance options 401k with 3% employer match CEU reimbursement and free in-house training Opportunities for paid resident supervisory roles A vibrant clinical community-online and in person Monthly peer consultations and professional development A clear path for career growth and internal promotion A Place to Belong and Thrive Thriveworks is a certified Great Place to Work and a community built on inclusion, growth, and support. Whether you're seeking mentorship, advancement, or a place where your impact matters, you'll find it here. 93% of our team reports feeling included, and 87% say their work has purpose-and we think that says a lot. Ready to Join Us? Apply today to become part of a team that's changing mental health care for clients and clinicians alike. #LI-Hybrid #LI-MS1 Interested in joining Team Thriveworks? We're thrilled to meet you! With Job scams becoming more and more frequent, here's how to know you're speaking with a real member of our team: Our recruiters and other team members will only email you from or email address. Our interviews will take place over Google Meet (not Microsoft Teams or Zoom) We will never ask you to purchase or send us equipment. If you see a scam related to Thriveworks, please report to . You can contact with any questions or concerns. Thriveworks is an Equal Opportunity Employer. Our people are our most valuable assets. We embrace and encourage differences in age, color, disability, ethnicity, gender identity or expression, national origin, physical and mental ability, race, religion, sexual orientation, veteran status, and other characteristics that make our employees unique. We encourage and welcome diverse candidates to apply for any position you are qualified for to bring your unique perspective to our team. By clicking Apply, you acknowledge that Thriveworks may contact you regarding your application.
    $57.7k yearly 3d ago
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  • Industrial & Rental Services IB Associate - Baltimore

    Oppenheimer & Co Inc. 4.7company rating

    Finance service representative job in Baltimore, MD

    A leading investment bank in Baltimore is seeking an Investment Banking Associate to support the Industrial & Rental Services Group. The role involves industry research, financial modeling, pitch preparation, and mentoring Analysts. Candidates should have 2-4 years of investment banking experience and possess strong quantitative and interpersonal skills. A competitive salary between $150,000 - $170,000 along with a comprehensive benefits package is offered. #J-18808-Ljbffr
    $47k-71k yearly est. 5d ago
  • Family Services Associate - Primary Care TheARC

    Children's National Medical Center 4.6company rating

    Finance service representative job in Washington, DC

    Family Services Associate - Primary Care (The ARC) Job Description: Assists patients and families to resolve issues related to illness, injury or hospitalization. Acts as a liaison among patients/families, medical and nursing staff, and external agencies. Performs screening interviews, assists with planning and implementation of interventions დაიწყ ensures appropriate follow‑up of services. Supports expansion of food insecurity resources at the ARC, including facilitating SNAP/WIC enrollments and managing the food pantry. Responds to social determinants of health screenings at Well Child visits. Work Schedule: Monday - Friday, 8:30 am - 5:00 pm. Location: THEARC, 1801 Mississippi Avenue SE, Washington, DC 20020. Salary Range: $44,782.40 - $74,630.40 (Full‑time). Qualifications Minimum Education: Bachelor's Degree (required). Minimum Work Experience: One year working with individuals in crisis situations (required). Required Skills/Knowledge: Bilingual ability preferred. Functional Accountabilities Delivers Patient/Family Focused Services: Complete screening interviews of patients and families utilizing hospital‑approved screening tools. Research appropriate resources in the hospital and community to assist patients and families; help families access and utilize those resources. Provide needed assistance, while respecting boundaries and setting appropriate limits. Make follow‑up contact with families, when appropriate, to monitor the outcome of interventions and to promote continuity of care (e.g., assisting with new and follow‑up appointments, hospital and community‑based referrals and applications). Coordinates Patient Care Responsibilities with Other Family Services Staff: Manage requests from patients and families for hospital or community resources. Assist families with applications and manage referrals to outside agencies in coordination with the medical team for financial assistance and other programs. Manage referrals to outside organizations as directed by social work and in coordination with the medical team. Assist Family Services staff with special projects, such as patient/family newsletters, Sibling Day, support groups, etc. Contributes to Effective Multidisciplinary Communication: Communicate with social work and/or medical team about patient care needs. Share verbally and in writing, relevant patient/family information with members of the treatment team. Document activities according to departmental guidelines in the electronic medical record. Participate in team meetings to address general and specific patient care issues. Optimizes the Use of Available Resources: Develop and maintain resource information for the department. Promote positive working relationships with community agencies. Serve as liaison between hospital and agency staff assisting families with resources. Identify gaps in services and research alternatives. Organizational Accountabilities Meet with Team Leader for supervision to discuss case material, professional role, and projects to complete. Meet with social work or child life partner to review work performed for individual patients and families. Participate in Family Service Team meetings and departmental staff meetings. Meet departmental requirements for chart recording, statistics, and other documentation and submit documents in a timely manner. Ensure that chart documentation is co‑signed by licensed Family Services staff member. Participate in departmental performance improvement activities. Core Competencies Customer Service - Anticipate and respond to customer needs; follow up until needs are met. Teamwork/Communication - Demonstrate collaborative and respectful behavior; partner with all team members to achieve goals; be receptive to others' ideas and opinions. Performance Improvement/Problem‑Solving - Contribute to a positive work environment; demonstrate flexibility and willingness to_constraint; identify opportunities to improve processes; make appropriate decisions using sound judgment; use resources efficiently; search for less costly ways of doing things. Safety - Speak up when team members exhibit unsafe behaviour; continuously validate and verify information needed for decision‑making; stop in the face of uncertainty and take time to resolve the situation; demonstrate accurate, clear and timely verbal and written communication; actively promote safety for patients, families, visitors and co‑workers. Equal Opportunity Statement Children's National Hospital is an equal opportunity employer that evaluates qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. The “Know Your Rights” poster is available here: Know Your Rights Pay Transparency Nondiscrimination Poster. Drug‑Free Workplace Children's National Hospital maintains a drug‑free workplace, prohibiting the illegal use, possession or distribution of controlled substances. Though recreational and medical marijuana are legal in the District of Columbia, the hospital maintains the right to enforce its drug‑free workplace policy and prohibits recreational or prescribed marijuana. #J-18808-Ljbffr
    $44.8k-74.6k yearly 3d ago
  • Commercial Lines Client Service Rep

    Summit Bridge Partners 4.5company rating

    Finance service representative job in Baltimore, MD

    About the Role The Commercial Lines Client Service Representative plays a vital role in supporting our commercial clients and ensuring their insurance needs are met with professionalism and care. As the primary point of contact for business clients, you will deliver exceptional service, provide expert guidance on commercial coverage, and maintain strong client relationships. This position is key to sustaining our reputation for excellence and driving client retention. Key Responsibilities ● Provide timely and professional assistance to commercial clients regarding their insurance policies, including coverage questions, billing inquiries, and policy changes. ● Process new business applications, renewals, endorsements, audits, and cancellations accurately and efficiently. ● Proactively identify client needs and recommend appropriate coverage options or enhancements to protect their business. ● Maintain accurate client and policy information in the agency management system. ● Assist in the claims process by guiding clients and collaborating with carriers to ensure fair and timely resolution. ● Coordinate with producers and underwriters to deliver comprehensive solutions for complex commercial accounts. About the Candidate The ideal candidate has a strong background in customer service and experience working with commercial insurance accounts. They excel at building lasting relationships with business clients and explaining complex coverage in clear, understandable terms. Highly organized and detail-oriented, they thrive in fast-paced environments and manage multiple priorities with accuracy. Their proactive communication and commitment to service excellence make them an invaluable member of the team. Qualifications Experience: 2+ years in a customer service role, preferably within commercial insurance. Active P&C license preferred but not required with the right experience Strong written and verbal communication skills Tech-savvy, detail-oriented, and organized Experience with an agency management system is a plus. Team-first mentality with a proactive and collaborative attitude Compensation & Benefits Competitive base pay range of $60,000 to $80,000 Full benefits package including health insurance and retirement contributions Free parking Work Environment In-office role (Monday to Friday schedule). Communication channels include phone, email, and team collaboration platforms Small team with supportive culture and a mix of independent and group tasks
    $60k-80k yearly 15h ago
  • Recent Graduate - Financial Services

    Farmers Insurance 4.4company rating

    Finance service representative job in Washington, DC

    Recent Graduate - Financial Services Location: Litchfield, IL, 62015 Salary: $24000.0 - $100000.0/year Experience: 2 Year(s) We are seeking a passionate, self-driven, natural-born salesperson with a desire to make a difference in people's lives. You will be part of a team helping to grow the office's revenue by offering products that people need for their security and peace of mind. Our newest Insurance Sales Representative will pursue and respond to the requests and needs of prospects and clients who need insurance. You will be trained to act as a consultant for businesses and families, evaluating needs and recommending the most appropriate means of meeting those needs. Responsibilities: Meet new business production goals and objectives as established. Treat each customer contact as a cross and up-sell opportunity, including financial products. Maintain knowledge of new products. Prospecting and generating new business through leads & referral sources. Maintain client relationships through follow-up phone calls. Requirements: Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Proficiency to multi-task, follow-thru and follow-up. Problem-Solving Capabilities. Successful sales background. Driven and goal-oriented individual. Property and Casualty insurance license (must be willing to obtain) Benefits: Base with Commissions Bonus Opportunities Hands-On Training Performance Bonuses Professional Work Environment PIcbd134***********2-39196359
    $24k-100k yearly 17d ago
  • Residential Service Associate

    The Tower Companies 4.0company rating

    Finance service representative job in Silver Spring, MD

    Resident Service Associate Reports to: Property Manager, The Pearl Position Type: Full Time Objective: The Tower Companies seeks a dynamic, driven individual to serve as the Resident Service Associate of The Pearl, a premier Class A luxury apartment community in downtown Silver Spring, Maryland. At the edge of Rock Creek Park, the Pearl is a short walk to the Metro's Red Line. The building is beautifully designed by Baltimore-based architects, Design Collective, and is filled with light and natural materials. Living at The Pearl provides residents with innovative ways to revitalize their minds and bodies by offering a peaceful retreat from the hustle and bustle of everyday life. A place to find balance, be happy and Live Wisely! The Pearl offers a luxurious experience, while maintaining Gold LEED certification. Sustainability is a hallmark of this Tower asset. The Pearl is a part of the larger Blairs District, which consists of 4 high-rise buildings, 80 townhouse units, retail and an office building on a 27-acre campus. As a Residential Service Associate, you serve as the front-line Tower ambassador to our new and current residents at The Pearl. You are helping to build a community, one resident at a time! You take a genuine interest in those around you and representing Tower to the best of your abilities. You enjoy providing top tier customer service to all. You build trust the residents need to feel taken care of. You take pride in your residents, your community, your sales office, your coworkers, and most importantly, yourself and your work! Key Responsibilities: As a Residential Service Associate, you are empowered to make things happen every day at The Pearl! Prepare to give your guests an incredible client experience they will not forget! Be the difference! The Residential Service Associate responsibilities include but are not limited to: Know the residents and building and exceed resident expectations by anticipating their needs. Monitor resident (and building) service requests to ensure timely completion and do daily follow up calls upon completion to ensure resident satisfaction; identify and report emerging trends. Monitor common areas inside and outside the building by checking for cleanliness and functionality of all equipment (e.g., coffee machine, electronics, fitness equipment); monitor trash & compactor, garages, parking lot, and recycling programs as needed; Submit and track service requests, as needed. Manage resident communications such as preparing community messages, warning and lease violation letters and announcing these messages as well as service interruptions and scheduled maintenance. Collaborate in execution of monthly resident lifestyle events and District-wide events (evening hours required). Administer resident and visitor parking, fob activations/reservations, amenity reservations (schedule, charges, pre- and post-inspections), and schedule elevator reservations. Receive and process fair housing and accommodation requests and transfer requests; submit for approval and follow through to completion & resident satisfaction Resolve resident issues and concerns professionally and promptly. Own issues as they arise and ensure follow up for all matters. Ensure follow up needed to ensure residents are adhering to lease agreement, policies and procedures. Respond to on-site emergencies, as needed, within a reasonably short response time. Support the financial performance of the property in accordance with the established budget. Maximize additional income by selling services and accurately charging fees (e.g., amenities, hospitality suites, parking, pets, and printers). Support, cultivate and maintain a strong high level professional relationship with the Concierges, Sales, Finance and Maintenance Teams - keep concierges well informed, monitor incident reports and follow-up as needed; Monitor vendors' actions on site and coordinate escorts for occupied apartments. Create an operating environment that assures consistent resident engagement, yields outstanding customer satisfaction ratings and community reviews. Document your calls, emails, tours, follow up and anything else in Yardi and CRM to account for your work each day. Take the initiative and make plans to attend outreach events such as community events and career fairs to interact with people about our incredible offerings. Walk available or targeted apartments to ensure they are rent-ready. Support future residents before and during the move- in process - do a final walk-through of the apartment, schedule elevator reservations, contact resident within 72 hours of move, complete and collect move-in inspection checklists, and coordinate with maintenance as necessary. Be ready on move-in day (keys, checklist, a welcoming smile). Other duties and responsibilities as assigned by the Property Manager. Perform work outside this position as assigned by the Property Manager to facilitate the efficient operation of The Blairs, not to exceed fifty percent of working time. Position Requirements & Qualifications: A minimum of 2 or 3 years of full time successful work experience in a customer service role A commitment to excellence and an elevated service experience as demonstrated through positive words and actions. Strong command of the English language; verbal and in writing Determined, persistent and consistent follow up actions until issues are resolved. Ability to diffuse difficulty situations by employing customer service strategies and maintaining a positive attitude of service. Outstanding work ethic; reliable, on time, trusted to work independently Maturity and grace in all situations; discernment to know when to escalate an issue to management. Coachable and teachable with a strong desire to learn and stay current in techniques and industry trends Team oriented; thoughtful, respectful and considerate of others. Never putting self ahead of the team. Social media and computer savvy; able to pick up on software programs easily. Microsoft Office Suite skills and experience required. Strong organizational skills and natural detail orientation; maintaining consistent documentation of work utilizing systems provided. Capable of effectively managing multiple initiatives simultaneously. Required to work at least one weekend a month in rotation, or as needed and assigned. Candidates under consideration for hire must submit to and pass a background check and drug screening according to Tower's hiring standards and be willing to work in-office. Preferred Qualifications include: College Degree preferred Multifamily residential experience highly preferred The Tower Companies is an equal opportunity employer and offers a collaborative and exciting work environment, competitive salary and excellent benefits, which include medical, dental and vision coverage, as well as a 401(k) plan. If you're interested in this position and working for The Tower Companies, please apply via our candidate portal at ******************************* No phone calls please. About The Tower Companies For three generations, the family-owned Tower Companies has maintained a commitment to responsible development and envisions a world where buildings inspire and enrich the lives of their occupants, and create positive social change. The green building leader owns, develops, and manages over 5 million square feet in the Washington, D.C. metropolitan area consisting of office buildings, office parks, lifestyle centers, regional malls, eco-progressive live-work-play communities and hotels with over 8,000,000 SF in the development pipeline. The Tower Companies built Blair Towns, the first LEED certified apartments in the country, and is an international authority in the industry. We have been recognized for our commitment to sustainability and energy independence by numerous national organizations and federal agencies, including US Green Building Council, US Department of Energy and the US Environmental Protection Agency.
    $28k-38k yearly est. 1d ago
  • Call Center Customer Service Representative

    The Midtown Group 4.4company rating

    Finance service representative job in Washington, DC

    At least seventeen (17) Medicaid related Call Center Customer Service Representatives are needed for a long-term project in DC. These positions are 100% onsite and located downtown, near Farragut North Metro Station. The Midtown Group is teaming up with a leading technology company to support a D.C. government department that offers its residents a Medicaid program. Our collective goal is to modernize and optimize DC's Medicaid program while offering outstanding customer support. Our venture is focused on improving outcomes, enhancing provider experiences, and safeguarding program integrity. For this project, our partner will provide technology, and we will provide people and expertise across several functions, including contact center operations. Our Customer Service Representatives will support D.C. medical providers who need assistance with invoices and payments for service they provide DC Medicaid recipients. These positions are in-person, located in Downtown D.C. There are no plans to move to hybrid or fully remote models. Interviews begin on Thursday, 12/18/25, and these engagements are expected to start on 1/29/26 and may continue for up to two or three years or longer. Key job tasks CSRs have several job responsibilities, and some of the critical ones are: • Receive inbound contacts using the contact center platform, respond to general customer questions, provide consultancy using insurance and healthcare expertise available in the knowledgebase, and escalate to appropriate staff as needed. • Handle and process contacts so that service level targets are exceeded. • Process requests and document contacts, including updates to account history with results of the interaction to include proper documentation. This is critical, as this case history is referenced by CRSs and supervisors to understand what has taken place to date and how to best resolve an issue or progress a case. • Interface with team members, management, and customers to resolve customer service issues. • Review and recommend modifications to procedures and workflow, as needed, to ensure efficient and effective processing of transactions. • Conduct outbound customer contacts in response to customer direction or other business needs. • Attend twice-weekly pre-shift meetings, on Mondays and Thursdays, to hear essential information from supervisors, to participate in interactive Q&A, etc. • Follow contact center scripts, properly verify callers, gain permissions to disclose information, or assist, and fully document each contact. Performance measurement The Midtown Group measures performance in several ways, with the key ones being: • Quality Assurance assessments: CSRs may have their calls monitored and assessed at any time during a shift. We and our partner monitor and assess our CSRs regularly. CSRs are expected to maintain or exceed a QA pass rate of 90%+. Calls are considered failed if a CSR misses or incorrectly performs any critical element of the job. These items are well-covered in training and reinforced during pre-shift and individual coaching sessions. • Call handling metrics are a good measure of performance and the three focus areas are: • Percent of your shift that you are either on a call or available to take a call. • Length of call. We are here to provide efficient, professional assistance, so a consistent record of accomplishment of extraordinarily long or noticeably short calls is frowned upon. • Percent of calls that you transfer. This often indicates that a CSR is unable or unwilling to assist callers. • Attendance Minimum requirements • High School Diploma or equivalent, 2-year post-high school Degree, or bachelor's degree. • Typically, four + years of on-site/in-person multi-channel contact center experience in a similar or related field. • Proficiency with basic help desk software, computer software and Microsoft Office applications. • Problem-solving skills to bring inquiries to effective resolution. • Customer service skills, with an emphasis on written and oral communication, to respond to inquiries professionally and efficiently. • Medicaid and health insurance experience is strongly preferred. Other important skills The ability to provide exceptional customer service is important to the Midtown Group and our client. If you have the service gene - if helping others is in your DNA - we are happy to have you join us. Our most effective and successful Customer Service Representatives exhibit the following skills: • Conduct themselves with professionalism, empathy, patience, courtesy, and intact. • Communicate effectively, clearly, and professionally. • Listen carefully to understand the caller's situation, to determine the caller's needs, to read and understand the case history, and to provide the appropriate course of action. • Effectively collect and handle sensitive data and personal information, as needed. • Deal well with conflict, as well as complex and emotional situations. • Be flexible, and able to work independently. Hours, project duration, etc. The contact center operating hours are Monday through Friday, from 8:00am to 5:00pm ET. However, schedules will be between the hours of 7:45am to 5:15pm ET, to allow for pre-shift sessions and last-minute contacts/wrap up. The contact center is closed on Federal holidays. Candidates must be able to work 40 hours per week. The base period for this contract is one year, through November 2026, with two additional annual option periods. This contract could run for nearly three years, until November 2028
    $33k-41k yearly est. 15h ago
  • Head of Member Experience

    Hassle Free Home Services

    Finance service representative job in Rockville, MD

    The Head of Member Experience serves as the strategic leader responsible for operational excellence, technology enablement, and a seamless, high-quality member experience. This role ensures team efficiency and continuous improvement across all service channels, acting as the bridge between Member Services, agentic agents, and leadership to translate on-the-ground insights into strategic action. Results Expected Leadership Execute our vision for seamless members experience that delivers Four Seasons like service across member communications, scheduling and onboarding Partner with other department leaders to ensure member issues are handled thoughtfully, on-time, in-full, including Sales & Marketing, Finance, and Market Leaders Hire and train team members that fit with our culture and deliver to our expected service levels Member Communications Continuous improvement of agentic responses for accuracy and next step decision from member tickets in Gorgias, building on prompting and structure created by the technology team Assist dev team in improving automated AI responses by contributing scenarios for the prompting and fine tuning responses. Work with dev team on defining rule sets for ticket assignments in Gorgias Audit customer communications (email, phone, chat, etc.) to ensure tone, accuracy, and consistency with brand standards Includes the monitoring of an “urgent” folder we're creating w/ AI Process Identify process issues and recommend improvements to streamline scheduling, onboarding, QA, and communication workflows. Technology Enhance Quiq messaging logic and communication flows to deliver accurate, relevant, and human-like responses to customer inquiries. Identify and lead integration opportunities between Quiq and Airtable (i.e. turning Quiq messages into Airtable repairs, merging Quiq conversations into the Member Comms section in Airtable, etc.) Evaluate and improve the customer portal (Softr) to improve usability, design, and overall member experience. Develop and maintain internal tech documentation and “how-to” guides for team tools (Quiq, Airtable, Gorgias, Softr). Customer Support Run point on high touch customer situations (escalations) that require triage and careful problem solving to maintain customer satisfaction. Define clear triggers and pathways (escalation protocols) for when issues should move from frontline reps to leadership. Metrics/Reporting KPI Development: Define and analyze KPIs for Member Services operations to measure onboarding efficiency, communication turnaround, and customer satisfaction, translating data into actionable insights. Create dashboards/reporting for leadership visibility on the above performance metrics. #J-18808-Ljbffr
    $31k-46k yearly est. 3d ago
  • Customer Service Representative

    Shimadzu Scientific Instruments 4.2company rating

    Finance service representative job in Columbia, MD

    DescriptionCustomer Service Representative Location: Columbia, MD Salary: $50,000 to $55,500 per year Hours: 10:00 AM - 6:30 PM EST Who are we? Established in 1975, Shimadzu Scientific Instruments is one of the largest suppliers of analytical instrumentation, physical testing, and environmental monitoring systems in the world. Ground-breaking scientific research, manufacturing ideas and results continue to propel Shimazu's outstanding reputation and "Excellence in Science." People dedicated to our mission have the largest impact on Shimadzu's continued growth and success. Would YOU like to join a diverse team of professionals working together with researchers, scientists and manufacturers to help better lives worldwide? What can Shimadzu offer YOU? Our Culture - A work environment that values diversity, inclusion & belonging Competitive Compensation - Day 1 Benefits & Competitive Salary Retirement Benefits - Matching 401K & Profit-Sharing Program Professional Growth - Clear pathways for Career, Leadership and Personal Development Health Benefits - Flexible Spending/Health Savings Accounts Work-Life Balance - Generous & Front-Loaded Paid Time Off Plan Education - Tuition Assistance Program for both graduate and undergraduate levels Insurance Perks - Pet Insurance, optional Identity theft, legal pre-paid and critical care buy-up insurance benefits, generous company paid life insurance & short-term disability programs Work Flexibility - Business casual Dress Attire & casual (jeans) Friday! Employee Engagement - Employee Resource Groups to network, build a sense of community and enhance one's career and personal development ADDITIONAL COMPENSATION: For Service, Technical Support, Marketing & Sales Roles: Additional compensation is available through either an Incentive and/or Commission Plan. For Employees who reside in Connecticut, Massachusetts, New Jersey and California: Additional compensation is offered through a Cost-of-Living Adjustment (COLA) Position Summary: Shimadzu Scientific Instruments is seeking a Customer Service Representative to serve as the first point of contact for visitors and callers at our corporate headquarters in Columbia, MD. This role ensures professional and efficient customer support during 10:00 AM - 6:30 PM EST. You will handle customer inquiries, process orders and assist with administrative support for our sales and service teams. JOB FUNCTIONS INCLUDE, BUT ARE NOT LIMITED TO: Provide assistance to customers through inbound phone calls and chats via the auto call distribution (ACD) system. Handle incoming customer communication via phone, email, and written correspondence. Process orders through the CRM and DFS system, and Great Plains (GP), ensuring accuracy and order confirmation. Generate and administer Great Plains call documentation. Assist with CRM quotations and backup support. Provide pricing, product availability and lead time information. Address order holds and collaborate with Accounting, Clinical, Compliance, and other departments. Maintain and update customer account information. Demonstrate problem-solving skills, including decision-making, time management, and prioritization of tasks. Exhibit active listening, superior customer service and strong telephone etiquette. Resolve customer issues, including conflict resolution negotiation, and de-escalation. Initiate outbound calls for issue resolution and follow-ups. Provide backup support to the customer service team when needed. Respond to internal and customer emails in a timely manner. EDUCATION AND QUALIFICATIONS: At least 1 year of experience in a customer support environment, preferably within a sales or operations setting. High school diploma required; Bachelor's degree preferred. Ability to work independently and as part of a team to meet customer service objectives. Familiarity with analytical instrumentation or laboratory equipment is a plus. Strong written and verbal communication skills with the ability to multitask in a fast-paced environment. Proficiency in Microsoft Dynamics GP or similar ERP systems is highly desirable. At Shimadzu Scientific Instruments, we believe in providing structured career paths that recognize and reward talent. If your expertise surpasses the level specified in the listed position, we offer the flexibility to upgrade positions to better suit your qualifications accompanied by a salary adjustment. Compensation & Benefits: This non-exempt, full-time position offers a starting salary range of $50,000 to $55,500 annually, paid semi-monthly. Eligible benefits include a 401K matching program and discretionary yearly contributions, with detailed information provided at the final interview stage. In your first year, you will receive 10 paid vacation days, 8 paid personal days, 8 scheduled holidays, and 3 floating holidays. After one year, you'll have access to a generous short-term disability program, with premiums fully covered by the company. Employees are insured at 100% of their salary for the first 6 weeks and 66 2/3% for weeks 7 to 12. As a non-exempt role, you will also be eligible for overtime and double time pay according to employee handbook guidelines. Additional variable compensation may include a discretionary year-end bonus based on overall company performance. For more details on benefits, please visit ************************** Shimadzu is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Shimadzu via email, the Internet or in any form and/or method without a valid written search agreement in place for this position (and agency was requested to work the requisition) will be deemed the sole property of Shimadzu. No fee will be paid in the event the candidate is hired by Shimadzu as a result of the referral or through other means. EEO Statement: Shimadzu Scientific Instruments (SSI) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, please click here. Qualifications BehaviorsEnthusiastic - Shows intense and eager enjoyment and interest Innovative - Consistently introduces new ideas and demonstrates original thinking Team Player - Works well as a member of a group Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well EducationBachelors (preferred) High School (required) Skills Sales (preferred) Computer- Great Plains (preferred) Customer Service (required) Computer- MS Office (preferred) Phone Support (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $50k-55.5k yearly 4d ago
  • Customer Service Representative

    Capital Bank Md 4.3company rating

    Finance service representative job in Rockville, MD

    About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations. Ensure a high level of customer satisfaction through the delivery of superior service. Conduct all tasks following established bank policies and procedures. Identify opportunities to cross-sell additional products and services to existing customers. Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services. Actively support all marketing campaigns. Participate in outbound calling activities. Position Responsibilities Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations. Ensure a high level of customer satisfaction through the delivery of superior service. Conduct all tasks following established bank policies and procedures. Identify opportunities to cross-sell additional products and services to existing customers. Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services. Actively support all marketing campaigns. Participate in outbound calling activities. Minimum Education and Experience One year of college education or equivalent work experience One year of experience in a cash handling position; preferably as a Teller in a Bank or Credit Union Detail oriented Commitment to the delivery of superior customer service Ability to work successfully with a wide variety of people in a team environment Ability to solve problems and use sound judgement Strong interest in building a career in the Financial Services Industry Willingness to work at other locations when necessary Technical Knowledge and Skills Microsoft office software suite (Word and Excel) Excellent oral and written communication skills. Compensation Base Salary Range: $18.39 - $24.03 hourly. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Additional Compensation: This role will include a yearly annual target bonus based on individual performance Working Arrangements This role is expected to work in office Monday through Friday at assigned work location. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more! Generous Paid Time Off and Paid Holidays. Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $18.4-24 hourly 4d ago
  • Client Service I Representative- Print/ Mail

    Canon U.S.A., Inc. 4.6company rating

    Finance service representative job in Washington, DC

    Company Canon U.S.A., Inc. Requisition ID 33585 Category Customer Service/Support Type Full-Time Workstyle Full-Time On Site About the Role Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction. Your Impact Main Responsibilities: - Promptly informs supervisor of potential problems or customer concerns. - Promptly reviews and responds to management and client requests via emails, phone calls, text messages and verbal. - Strong focus on providing good customer service. - Contributes to the creation of the Site Procedure Guide to ensure all account processes are properly recorded. - Responsibilities may include Copy/Print Production/Copy Center, Copier Maintenance, Mail/Courier Services, Reception/Office Services, Shipping/Receiving, Inventory Services, Warehouse, File Room/Records File Services based on assigned location. - Attends cross-functional trainings to ensure ability to provide coverage when short-staffed. - Site responsibility and location of coverage may change based on client and/or division needs. Copy/Print Production/Copy Center: - Responsible for prompt and accurate reproduction of all print requests. - Reviews electronic file for print readiness, prints documents, punches, binds, assembles, sorts, laminates and performs pre-delivery quality control check. - Receives, logs, delivers and tracks all activity for reporting purposes. - Responds to customer requests. - Performs routine upkeep and basic maintenance of equipment. - Records and tracks customer inquiries and fulfillment of requests. - Performs daily convenience care functions as needed. Mail/Courier Services: -Responsible for prompt and accurate receiving, sorting, delivery, pick up, and processing of all courier items, interoffice mail, newspapers, magazines and all classed of United States Postal Services mail. -Tracks courier and accountable items (FedEx, UPS, Certified Mail, etc). -Researches and routes unidentified and generic mail. -Receives, logs, delivers and tracks messenger items. -Responds to customer requests. -Performs routine upkeep of equipment. -Records and tracks customer inquiries and fulfillment of requests. Shipping/Receiving: -Responsible for shipping and receiving incoming and outgoing packages, materials, parts, or products and verifying and maintaining records of all shipments. -Receives shipments and counts pieces, retains shipment paperwork, follows delivery schedule for incoming shipments, and secures customer signatures. -Responsible for operating shipping/receiving equipment, responding to customer requests, data entry, and maintaining inventory. About You: The Skills & Expertise You Bring Please note: this is a customer-facing role, and requires compliance with customer policies and protocols, which may include COVID-19 vaccination and other measures relating to COVID-19. We are providing the anticipated rate for this role: $17.20 - $23.37 hourly. - HS Diploma, GED, or equivalent experience required, plus less than one year of related experience. - Basic computer skills/technical knowledge. - Ability to multitask and prioritize in order to meet deadlines. - Good customer service and communication skills. - Ability to work with minimal supervision. - Ability to work OT as needed. - Required to take all necessary steps to obtain security and/or other clearances required by customers to enter the customers' premises. - May require driving between multiple client locations, may also require a personal vehicle (valid driver's license and acceptable driving record necessary). - Ability to lift up to 50lbs. - Ability to spend extended periods of time standing, bending, walking, reaching, and pulling while performing duties. Company Overview About our Company - p { font-size: 18px; } Canon U.S.A., Inc., 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 markets. With approximately $28.5 billion in global revenue, its parent company, Canon Inc., as of 2024 has ranked in the top-10 for U.S. patents granted for 41 consecutive years*. Canon U.S.A. is dedicated to its Kyosei philosophy of social and environmental responsibility. To learn more about Canon, visit us at ***************** and connect with us on LinkedIn at company/canonusa. Who We Are Where Talent Fosters Innovation. Do you want your next professional experience to be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives of our local communities and staff, we are a phenomenal team working collaboratively toward common goals. Our employees have a strong work ethic, creativity, and a cooperative spirit. We believe in integrity, respect, empowerment, and making a difference in the communities we serve. There is a strong sense of pride in what we do individually and together as a team. Join us and discover what it means to work for a global digital imaging leader with an unparalleled reputation for quality and innovation. What We Offer You'll be joining a leader in digital imaging and innovation with an immense opportunity to make an impact and create your own rewarding career. We demonstrate commitment to our employees by offering a full range of rewards, including competitive compensation and benefits. And Even More Perks! -Employee referral bonus -Employee discounts -"Dress for Your Day" attire program (casual is welcome, based on your job function) -Volunteer opportunities to give back to our local community -Swag! A Canon welcome kit and official merch you can't get anywhere else *Based on weekly patent counts issued by United States Patent and Trademark Office. All referenced product names, and other marks, are trademarks of their respective owners. Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at about-us/life-at-canon/benefits-and-compensation We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor. You must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All applicants must reside in the United States at the time of hire. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are not reviewing this job posting on our Careers' site about-us/life-at-canon, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at about-us/life-at-canon. #CUSA Workstyle Description Full-Time On Site - This position requires full-time presence at your assigned office(s)/worksite(s)/territory on your scheduled work days. Posting Tags #LI-JZ1 #PM19 #LI-Onsite Need help finding the right job? We can recommend jobs specifically for you! Click here to get started.
    $17.2-23.4 hourly 6d ago
  • Financial Services Representative

    MJ Morgan Group 3.6company rating

    Finance service representative job in Bel Air, MD

    Ready to make a real impact? As a Financial Services Representative, you'll be the friendly face members trust and the expert who helps them reach their financial goals. Every day brings something new-from opening accounts and processing transactions to uncovering ways members can save, borrow, and thrive. What You'll Do: Create amazing experiences for every member who walks through the door Help members find the right accounts, loans, and financial solutions Handle day-to-day transactions with accuracy and confidence Support loan applications and keep members updated along the way Work with a supportive team that celebrates wins and drives results together Stay sharp on products, policies, and new opportunities to serve members better What Makes You Great for This Role: A passion for helping people and delivering standout service Confidence in recommending products that truly meet member needs Strong communication, attention to detail, and problem-solving skills Comfortable learning new systems and juggling multiple tasks Experience in customer service, sales, or cash handling (banking is a plus!) If you're energized by helping people, love working in a fast-paced environment, and want to grow your financial career, this role is your perfect launchpad. Build relationships that matter-one member at a time!
    $26k-31k yearly est. 15h ago
  • Client Service Representative - Floater (Colesville Branch)

    Atlantic Union Bank 4.3company rating

    Finance service representative job in Silver Spring, MD

    The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner. Greet and provide exceptional service in person and by telephone/email. Provide accurate information regarding Bank services, products, policies and procedures. Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services. Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Complete forms and other required documents and follow Bank policies and procedures. Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes. Perform all duties of a Teller to include: Provide excellent client experience Perform basic client and cash transactions Balance cash each day Identify referral opportunities to contribute to branch goals Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures Identify risk and escalate concerns through proper channels Develop and maintain knowledge of bank products, services, including other lines of business Ability to learn and adapt to changing digital channels Perform other duties as assigned. Organizational Relationship This position reports to Branch location leadership. Position Qualifications Education & Experience High school diploma or equivalent (GED). One (1) or more years of experience in a client service and/or a cross-trained teller position Previous cash handling experience preferred Knowledge & Skills Excellent customer service skills Excellent oral and written communication skills Ability to exercise sound business judgment Proficient computer skills Ability to handle multiple tasks with attention to details Flexible, able to adapt to change Shifts may vary for each position offering, depending on business need Able to stand for extended periods of time and lift objects up to 30 pounds Some local travel possible Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $32k-43k yearly est. 3d ago
  • Private Banker 2

    First National Bank of Pennsylvania 4.5company rating

    Finance service representative job in Baltimore, MD

    Primary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202.Join our team. Make a difference - for us and for your future. Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client. Primary Responsibilities: Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys. Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development. Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities. Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation. Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 5 Special Skills: Excellent organizational, analytical and interpersonal skills Excellent communication skills, both written and verbal Detail-oriented Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level Ability to work and multi-task in a fast paced environment Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells Strong underwriting acumen and prior experience with closed referrals to Wealth preferred Special Licenses and Certificates: Nationwide Mortgage Licensing System and Registry Identifier required Physical Requirements: N/A Compensation Grade: EXT11 Pay Range: $91,858.00 - $153,088.00 FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $29k-34k yearly est. 2d ago
  • Payments Associate - Bank Operations - Bowie, MD

    Wesbanco Bank Inc. 4.3company rating

    Finance service representative job in Bowie, MD

    The payment areas include ACH, Wire and other real time payment channels. The payment areas handle processing of payment receipt and delivery for all customers. The primary responsibilities include handling the flow of transactions and work to ensure proper and timely posting of payments. The payment area strives to provide excellent internal and external customer support for existing consumer and business accounts. The Payments Associate performs a variety of routine daily tasks including processing payment transactions, reviewing reports, and assisting with reconciliation duties. Responsible for providing internal customer support to all branches, treasury management, corporate banking, and lending personnel concerning questions in regards to payment processing. This position must work collaboratively with all departments within the organization. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. INTERPERSONAL SKILLS: Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner. Ability to communicate effectively with customers or employees in writing, in person, or via telephone. Ability to handle workload pressure and deadlines. Ability to work independently. Ability to maintain confidentiality. Team player with a positive outlook. Must be detail oriented and have good organizational skills. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provides customer service via phone, mail, and email for payment processing. Works in a queue based environment and handles the tasks as received. Reviews and processes payment requests, maintenance, research, and customer or banking center initiated requests through various payment processing systems. Performs transactions within associated compliance requirements. Analyzes transactional risk and reasonableness in accordance with bank guidelines. If any concern, escalate to management. Other job duties and/or responsibilities assigned with or without prior notice. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Demonstrated proficiency in basic computer applications such as Microsoft Office. Knowledge of FIS IBS Insight and payment processing applications preferred. Ability to learn payment processing systems. ADDITIONAL INFORMATION: The wage range for the Payments Associate position is $17.65 - $20.00 per hour and eligible for approved overtime. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays, and 1 float holiday. WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match.
    $17.7-20 hourly 2d ago
  • Member Service Representative (Full-Time) - Washington Navy Yard/ Suitland

    Navy Federal Credit Union 4.7company rating

    Finance service representative job in Washington, DC

    To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 1335 10th Street SE Bldg. 184, Washington, District of Columbia 20374 | 4251 Suitland Road Rm 2N100, Suitland, Maryland 20395 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $34k-44k yearly est. 2d ago
  • Global Equity Trader

    Brown Advisory 4.9company rating

    Finance service representative job in Baltimore, MD

    Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office. Core responsibilities include, but are not limited to: As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to: Global Trading Execution and Strategy Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform Strategic Relationships and Market Intelligence Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools Stay current on global market structure developments, regulatory changes, and trading innovations Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps Serve as escalation contact for colleagues with trade related questions that require complex solutions Trading Oversight and Governance Assist with management of CSA budget and bundled research arrangements Produce and be able to present on quarterly best execution and board reporting Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires Qualifications 10+ years of global equity trading experience across global markets and managing firm risk Proven leader and self-starter requiring limited oversight Ability to work rotational overnight shifts to support global trading operations Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies Collaborative and proactive mindset with strong interpersonal skills Comfortable working in a fast-paced, deadline-driven environment Familiarity with compliance regulations regarding best execution and fair allocation practices Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics We are looking for individuals with the following characteristics: Strategic thinker with a passion for global equity, capital markets, and ETFs Demonstrable history of success in former roles Flexible and adaptable Detail oriented with strong analytical skills Superior communication skills Ability to maintain composure and focus through stressful situations Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations Easily viewed as a trustworthy and dependable team player Self-confidence Fair and balanced in negotiating complex situations A focused, dedicated, entrepreneurial, open-minded personality Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role. Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. • Medical • Dental • Vision • Wellness program participation incentive • Financial wellness program • Fitness event fee reimbursement • Gym membership discounts • Colleague Assistance Program • Telemedicine Program (for those enrolled in Medical) • Adoption Benefits • Daycare late pick-up fee reimbursement • Basic Life & Accidental Death & Dismemberment Insurance • Voluntary Life & Accidental Death & Dismemberment Insurance • Short Term Disability • Paid parental leave • Group Long Term Disability • Pet Insurance • 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.
    $175k-200k yearly Auto-Apply 60d+ ago
  • Banker Associate - Emerging Middle Market - Associate

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Washington, DC

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. **Job Responsibilities** + Champion a culture of innovation and a customer centric mindset + Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships + Find ways to drive new client acquisition in partnership with the bankers + Embrace a culture of respect, diversity and inclusion **Required Qualifications, Capabilities and Skills** + 3+ years in a similar banking, venture, credit or treasury role + Outstanding professional reputation and integrity + Strong leadership skills required + Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment + Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly + Extensive knowledge of products and services **Preferred Qualifications, Capabilities and Skills** + Bachelor's degree preferred + Superior knowledge of the market dynamics and its business environment preferred + Excellent problem solving, oral, and written communication skills JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Washington,DC $100,000.00 - $120,000.00 / year
    $23k-54k yearly est. 44d ago
  • Personal Lines Insurance CSR

    Summit Bridge Partners 4.5company rating

    Finance service representative job in Baltimore, MD

    Personal Lines Client Service Representative A well-established insurance agency in Baltimore is seeking a proactive and detail-driven professional to join their personal lines team. This position is ideal for someone with a foundation in property and casualty insurance and a passion for providing excellent support to both internal teams and policyholders. You'll work closely with internal account managers, insurance carriers, and individual clients to ensure timely and accurate service for policies related to home, auto, and personal liability protection. Key Responsibilities Deliver responsive and high-quality service to clients via phone and email Assist with the intake, processing, and follow-up for policy updates, changes, and new account setup Maintain and update service records, documentation, and internal systems accurately Support service team in reviewing incoming policy data and troubleshooting issues Prepare routine correspondence, coverage summaries, and support documents Respond to carrier and client information requests in a timely, professional manner Help with premium comparisons, policy placement options, and remarketing efforts when needed Qualifications 2+ years of insurance experience required (personal lines) Active P&C license preferred but not required with the right experience Strong written and verbal communication skills Tech-savvy, detail-oriented, and organized Team-first mentality with a proactive and collaborative attitude Compensation & Benefits Competitive base pay range of $50,000 to $70,000 Full benefits package including health, dental, vision insurance and retirement contributions
    $50k-70k yearly 4d ago
  • Member Service Representative (Full-Time) - Washington Navy Yard/ Suitland

    Navy Federal Credit Union 4.7company rating

    Finance service representative job in Suitland, MD

    To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 1335 10th Street SE Bldg. 184, Washington, District of Columbia 20374 | 4251 Suitland Road Rm 2N100, Suitland, Maryland 20395 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $31k-39k yearly est. 2d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Parkville, MD?

The average finance service representative in Parkville, MD earns between $23,000 and $72,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Parkville, MD

$41,000

What are the biggest employers of Finance Service Representatives in Parkville, MD?

The biggest employers of Finance Service Representatives in Parkville, MD are:
  1. Securityplus Federal Credit Union
  2. MJ Morgan Group
  3. Fidelity Investments
  4. Dane Spealman-State Farm Agent
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