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Sales Trader
Berenberg Gossler & Co KG
Finance service representative job in New York, NY
For our US Markets division in New York we are looking to hire into
US Equity Sales Trader - New York
Your role in the team:
Join our dynamic US Markets division as an US Equity Sales Trader, where you will play a pivotal role in expanding our presence in the US equity markets. In this position, you will be responsible for building and nurturing relationships with US clients, providing insightful advice on equity market developments, and executing client orders efficiently. This role offers and exciting opportunity to be part of a collaborative team, leveraging your knowledge of the current equity market to drive success.
What will you do?:
Build on existing and develop new relationships with US clients, providing advice on equity market developments and key issues that may affect their trading strategies for the US market
Execute client orders for the US market; coordinating between the traders and the client as required
Generate new order flow in the secondary and primary markets - on existing Berenberg deals and help generate potential blocks with client order flow
Prioritize resource allocation across clients and products to maximize revenue generation
Ability to talk in detail your knowledge of the current market for Equities
Required to comply with applicable regulation, including the Conduct Rules, internal policies and procedures
Liaise with and develop Berenberg's low touch offering and our Risk Arb team where possible
Who are we looking for?:
Experience within the Equity Trading Markets
Bachelor's degree preferred or equivalent experience required
Willingness to spend time traveling and socializing with clients
IT skills, including all standard Office applications
Strong communication skills, ability to foster relationships
Demonstrated ability to perform under pressure in a fast-paced environment
What we offer you
100% Company sponsored medical, dental, and vision insurance
25 Paid vacation and sick time
Company-paid life insurance
Company-paid STD/LTD
Paid parental leave
401(k) plan with company match
Gym membership discounts
Apply now and join our Team - we look forward to receiving your application!
Who We Are:
Berenberg Capital Markets LLC (BCM) is a New York based FINRA member broker-dealer, and wholly owned independent subsidiary of Joh. Berenberg, Gossler & Co. KG (Berenberg), one of Europe's leading privately-owned banks, established in 1590. Together, BCM and Berenberg have built a franchise known for its "client first" approach and a global reputation of high-quality coverage of both corporate and institutional clients. Leveraging our global network of institutional investors and deep corporate relationships, we developed a track record of raising capital on US exchange's raising over $27 billion across more than 80 transactions since opening our Equity Capital Markets division in 2018. Building on its strength and expertise across multiple industries, BCM continues to expand the breadth of Sales, Trading, and Investment Banking services it offers to better assist its institutional and corporate clients' access to the global equity markets. BCM adopts the same principles as its parent company and is committed to building long-term relationships with its clients based on high levels of accountability, responsibility, insight, vision, and expertise.
We place great importance on working on site, as we believe that being together in the office not only fosters creativity and efficiency, but also strengthens networks and builds trusting, collegial relationships. For us, this forms the foundation for productive and successful work. Together we collaborate to shape our business and fulfil our ambitious goals.
We welcome you to join us in our commitment to always do the right thing for our people, clients and our business - Our future is where you take us!
We will only accept applications submitted through our online application management system on the website.
We're committed to finding reasonable accommodations for candidates who require adjustments during our recruiting process. Please contact us directly on ************************* to discuss.
BCM provides Equal Employment Opportunities (EEO) to all employees and applicants without regard to their actual or perceived age, race, creed, religious belief, color, gender, sexual orientation, gender identity, partnership status, marital status, physical or mental disability, national origin, alienage or citizenship status, military or veteran status, genetic predisposition or carrier status, or engaging in protected activity (such as opposition to prohibited discrimination or participation in proceedings covered by the anti-discrimination statutes) or any other characteristic protected by applicable federal, state and local law. BCM complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Salary will vary based on role, education, level of experience, and expertise ranging between $200,000 to $250,000 dollars as a base salary with eligibility for a discretionary annual bonus plus comprehensive benefits package.
Standort New York
Mehr zum Standort
Nächste Schritte
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$200k-250k yearly 5d ago
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Sales Trader
Berenberg 4.0
Finance service representative job in New York, NY
General information Country USA City New York Type of role Professional Working time Full-time Type of contract Permanent Remaining openings 1 Description & Requirements For our US Markets division in New York we are looking to hire into US Equity Sales Trader - New York
Your role in the team:
Join our dynamic US Markets division as an US Equity Sales Trader, where you will play a pivotal role in expanding our presence in the US equity markets. In this position, you will be responsible for building and nurturing relationships with US clients, providing insightful advice on equity market developments, and executing client orders efficiently. This role offers and exciting opportunity to be part of a collaborative team, leveraging your knowledge of the current equity market to drive success.
What will you do?:
Build on existing and develop new relationships with US clients, providing advice on equity market developments and key issues that may affect their trading strategies for the US market
Execute client orders for the US market; coordinating between the traders and the client as required
Generate new order flow in the secondary and primary markets - on existing Berenberg deals and help generate potential blocks with client order flow
Prioritize resource allocation across clients and products to maximize revenue generation
Ability to talk in detail your knowledge of the current market for Equities
Required to comply with applicable regulation, including the Conduct Rules, internal policies and procedures
Liaise with and develop Berenberg's low touch offering and our Risk Arb team where possible
Who are we looking for?:
Experience within the Equity Trading Markets
Bachelor's degree preferred or equivalent experience required
Willingness to spend time traveling and socializing with clients
IT skills, including all standard Office applications
Strong communication skills, ability to foster relationships
Demonstrated ability to perform under pressure in a fast-paced environment
What we offer you
100% Company sponsored medical, dental, and vision insurance
25 Paid vacation and sick time
Company-paid life insurance
Company-paid STD/LTD
Paid parental leave
401(k) plan with company match
Gym membership discounts
Apply now and join our Team - we look forward to receiving your application!
Who We Are:
Berenberg Capital Markets LLC (BCM) is a New York based FINRA member broker-dealer, and wholly owned independent subsidiary of Joh. Berenberg, Gossler & Co. KG (Berenberg), one of Europe's leading privately-owned banks, established in 1590. Together, BCM and Berenberg have built a franchise known for its "client first" approach and a global reputation of high-quality coverage of both corporate and institutional clients. Leveraging our global network of institutional investors and deep corporate relationships, we developed a track record of raising capital on US exchange's raising over $27 billion across more than 80 transactions since opening our Equity Capital Markets division in 2018. Building on its strength and expertise across multiple industries, BCM continues to expand the breadth of Sales, Trading, and Investment Banking services it offers to better assist its institutional and corporate clients' access to the global equity markets. BCM adopts the same principles as its parent company and is committed to building long-term relationships with its clients based on high levels of accountability, responsibility, insight, vision, and expertise.
We place great importance on working on site, as we believe that being together in the office not only fosters creativity and efficiency, but also strengthens networks and builds trusting, collegial relationships. For us, this forms the foundation for productive and successful work. Together we collaborate to shape our business and fulfil our ambitious goals.
We welcome you to join us in our commitment to always do the right thing for our people, clients and our business - Our future is where you take us!
We will only accept applications submitted through our online application management system on the website.
We're committed to finding reasonable accommodations for candidates who require adjustments during our recruiting process. Please contact us directly on ************************* to discuss.
BCM provides Equal Employment Opportunities (EEO) to all employees and applicants without regard to their actual or perceived age, race, creed, religious belief, color, gender, sexual orientation, gender identity, partnership status, marital status, physical or mental disability, national origin, alienage or citizenship status, military or veteran status, genetic predisposition or carrier status, or engaging in protected activity (such as opposition to prohibited discrimination or participation in proceedings covered by the anti-discrimination statutes) or any other characteristic protected by applicable federal, state and local law. BCM complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Salary will vary based on role, education, level of experience, and expertise ranging between $200,000 to $250,000 dollars as a base salary with eligibility for a discretionary annual bonus plus comprehensive benefits package.
$200k-250k yearly 6d ago
Sales Trader - AFS Commodities
AFS Energy B.V
Finance service representative job in New York, NY
AFS is a leading brokerage firm in the global environmental commodities space. With deep expertise across Renewable Energy Certificates, Carbon, Fuels, and RNG, we connect institutional clients with opportunities that drive both commercial and climate value. From our hubs in New York and Europe, we serve multinational corporations, utilities, and trading houses with bespoke solutions in continuously evolving compliance and voluntary markets.
We're growing fast, and we're looking for an ambitious, commercially driven Sales Trader to
join our high-performance team in New York.
In this role you will be focusing on:
As a Sales Trader at AFS Commodities, you operate at the intersection of sustainability and capital markets. Your mission: unlock value for clients in environmental commodity markets while building a profitable, forward-looking trading book.
Your day-to-day responsibilities include:
Client Origination & Relationship Management Proactively build and maintain strong, long-term relationships with corporates, utilities, project developers, and counterparties across North America and globally.
Market Making & Execution Quote, structure, negotiate, and close trades in environmental commodities (RECs, carbon, RNG and related products). Identify and capitalize on arbitrage and liquidity opportunities.
Revenue Growth & Strategy Drive revenue through targeted outreach, deep market intelligence, and creative deal structuring, always aligning your trading strategy with AFS's broader commercial objectives.
Market Intelligence & Positioning Stay ahead of regulatory developments, shifting buyer preferences, and evolving supply dynamics in both compliance and voluntary markets.
Cross-Functional Collaboration Partner closely with analysts, operations, and risk/KYC teams to ensure smooth, efficient execution and outstanding client satisfaction.
A sales-oriented professional who combines genuine market curiosity with sharp execution skills:
2+ years of experience in sales, trading, or brokerage ideally within environmental commodities (RECs, carbon, fuels, RNG, etc.)
Fluent in English; Spanish is a significant advantage
Solid understanding of environmental markets and the key drivers of sustainability (exposure to voluntary and/or compliance markets strongly preferred)
Strong commercial drive and a proven track record of building and monetizing relationships
Analytical mindset with a structured, disciplined approach to trading
Excellent communication and negotiation skills, comfortable and credible engagement with clients and C-level executives
Entrepreneurial spirit and the energy to thrive in a fast-paced, deal-driven environment
Bachelor's degree in finance, Economics, Environmental Science, or a related field
What we offer
High Impact Join a lean, fast-growing team and play a pivotal role in building our North American presence
Global Platform Work with a diverse multinational client base and cross-border trade flows
Room to Grow We promote from within and reward creativity, intelligent risk-taking, and strong performance
Smart, Driven Teammates Become part of a flat, collaborative team where ideas travel fast and successes are celebrated together
Performance-based Rewards Attractive bi-annual bonus scheme directly linked to individual and team results
International Exposure Participate in global industry events and conferences to expand your network and strengthen client relationships
Time to Recharge 20 days of paid time off per year to support long-term productivity and wellbeing
Get in touch!
Are you ready for a new challenge by becoming a member of this motivated team? Please send your resumé through the application link. The Corporate Recruiter in charge is Teije Veenstra (*********************).
Application process
1st round: Job interview with Corporate Recruiter
2nd round: Job interview with one of your future colleagues and the Director.
Job Offer
We are happy to recruit our AFS colleagues by ourselves. We do not need help from external parties. If we receive resumes from unaffiliated recruitment agencies, we reserve the right to contact the people involved directly and treat candidates as regular candidates.
Ready to collaborate to achieve sustainable success?
Apply now and help shape the next chapter of global environmental markets with AFS Commodities.
$110k-192k yearly est. 6d ago
LatAM Sovereign Trader
Barclays Bank 4.6
Finance service representative job in New York, NY
To execute trades and manage risk within a defined portfolio of financial instruments and staying informed about market trends and developments to make informed trading decisions. Accountabilities. Execution of buy and sell orders or pricing of liqui Trader, Trade, Business, Monitoring, Banking
$119k-185k yearly est. 5d ago
Associate, Global Securitization Banking - New York, NY
Banque Scotia (Bank of Nova Scotia
Finance service representative job in New York, NY
Salary Range: 155,000.00 - 185,000.00
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience.
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Associate - Global Securitization Banking - New York, NY
Global Banking and Markets
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!
Purpose
Contributes to the overall success of the Global Securitization team in the United States, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities conducted follow governing regulations, internal policies, and procedures.
What You'll Do
Champions a customer focused culture to expand and deepen client relationships and leverage broader Bank relationships, systems, and knowledge
Spearhead term ABS lead role engagements by working with issuers, deal counsels, rating agencies, 3rd party service providers, ABS syndicate and sales teams to execute transactions
Manage the lifecycle of securitization financing transactions including participation in organizational meetings, drafting of credit applications, review of critical transaction documents and coordination with internal and external partners.
Coordinates a variety of activities with the mid-office and back office including the closing of new and existing transactions, tracking of UCC expirations, and providing updates or changes to the terms or funding of deals as required.
Assists in negotiating terms and documentation with borrowers and other banks culminating in the closing of transactions.
Works with junior team members to prepares pitch books and marketing presentations in support of both the financing and term ABS opportunities
Works on maintaining the existing portfolio by drafting annual reviews and handling customers' requests for waivers, amendments, and restructurings of credit facilities, as well as coordinating the requisite reviews by risk management
Attends due diligence meetings and client market meetings
Reviews monthly servicer reports and monitors asset performance trends
Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions
Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct
Be an active ally and advocate for Diversity, Equity and Inclusion. Strengthen a culture centered around inclusion and creating a sense of belonging for all employees
What You'll Bring
Demonstrates sound knowledge of securitization fundamentals, with experience in [esoteric] ABS
Degree in Business or related field. MBA/CPA/CFA or other industry designation is helpful
Banking experience in a Structured Finance or related environment
Requires computer (Word, Excel, PowerPoint) proficiencies as well as excellent written and oral communication skills
Experience in credit analysis and familiarity with legal document review required
A high level of commitment and a strong sense of teamwork are needed to succeed in the role
Series 63 & 79 preferred
Interested?
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture.
What's in it for you?
Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
Location(s): United States : New York : New York City
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.
Nearest Major Market: Manhattan
Nearest Secondary Market: New York City
Job Segment: Bank, Banking, Compliance, Investment Banking, Risk Management, Finance, Legal
$78k-154k yearly est. 6d ago
Customer Service Representative
Conduent Incorporated 4.0
Finance service representative job in Newark, NJ
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day.
Customer ServiceRepresentative
Onsite in Newark, NJ
Hourly rate $16.50/hr, which may be below your state's minimum wage. Please take this into consideration when applying.
What you get:
Full-time Employment with Benefits day one including paid Holidays.
$16.50/hr
Bilingual in Spanish $17.50/hr
Paid Training
Great Work Environment
Requirements:
Must be at least 18 years of age or older.
Must have a High School Diploma, or equivalent.
Must be able to submit to a background check and drug test.
Must be able to work Monday-Friday 10:15am-7:15pm & Saturday 7:45am-2:15pm
Summary:
As a call center representative, you will be supporting our client's customers as a first point of contact. In this role, you will be responsible for answering calls, providing product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer's problem. Must be willing to listen, learn, and resolve any customer inquiry.
What you will be doing:
Respond to all tolling and/or administration related customer inquiries by utilizing information learned during training and leveraging resources available through people, customer records, and knowledge management systems.
Identify customer needs to ensure the customer is provided complete and accurate information.
Process required transactions via mainframe or web-based applications.
Submit research requests in a concise yet accurate manner.
Maintain a thorough knowledge of the company and client programs, policies, and technology.
Communicate effectively in a warm and empathetic manner.
Adhere to confidentiality requirements and laws to ensure information is disseminated only to authorized individuals.
Provide support to other positions/operations in cases during heavy workloads or absences.
People who succeed in this role have:
The ability to convey complex information in clear and concise terms to ensure customer understanding.
Strong work ethic.
Effective and accurate written and verbal communication skills.
Effective problem-solving skills.
Customer Service Experience.
Can navigate multiple applications and research solutions with ease
Love helping people and guiding them to the best solution for their issue
Are excited by innovative technology
Provide calm conflict resolution and problem solving for frustrated customers
Can work in a structured environment for the duration of your allotted, full-time schedule taking high-volume calls from customers
Can commit to 100% attendance for three to five weeks of paid training
Join a rapidly growing organization that can support your career goals
Apply Today!
Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $16.50/hr
Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law.
For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form. Complete the form and then email it as an attachment to ********************. You may also click here to access Conduent's ADAAA Accommodation Policy.
Finance service representative job in New York, NY
We are:
Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise , we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: **********************
You Are:
+ Are passionate about helping clients solve complex challenges and supporting them through critical transformations.
+ Can design and implement sales and service experiences, capabilities, and architecture required to bring customer strategies to life.
+ Understand the ins and outs of the FinancialServices industry and front-line sales and service organizations, and ready to apply your knowledge to clients optimize and transform their sales and service solutions.
+ Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
+ Ready to dive deep into creative and analytical thinking to solve problems and transform challenges into opportunities
+ Working in an agile, fast-paced environment energizes you, and you're at your best when contributing to a team.
The Work:
+ Design and implement business changes that drive industry-specific, function and digital operating model transformation, focusing on tasks relating to people, process and technology.
+ Ability to deliver and manage dynamic technology consulting projects with heavy client engagement
+ Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements.
+ Deliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables
+ Consult and partner with our clients to help them develop high performance solutions to advance their industry position in FinancialServices
+ Ability to understand client needs, develop proposed solutions and delivery high impact technology initiatives
+ Help develop of our next generation FinancialServices offerings for Customer, Sales & Service.
Travel Requirement: Travel for this role is expected and required, the amount of travel is variable depending upon the client and project.
Here's What You Need:
+ 3+ years relevant experience managing or creating project deliverables in a consulting environment, with broad experience in management or technology consulting delivering technology implementations and digital transformations
+ 2+ years leading transformations in FinancialServices industry (retail banking, insurance, wealth management, capital markets, and etc.) from requirements, design, test, deployment and etc.
+ 2+ years experience in delivery of a wide range of FinancialServices solutions; deep understanding of the industry and its challenges and opportunities
Bonus Points If:
+ Strong client relationship development and client management skills
+ A Bachelor's degree
+ You have Salesforce CRM or CPQ certifications
+ You have prior experience implementing or delivering CRM solutions such as Salesforce, Microsoft, Pega, or Oracle
+ You have prior experience implementing or delivering CPQ applications, primarily Salesforce, Oracle, Vlocity, Apttus, or SAP
+ You have experience facilitating design thinking workshops to help our FinancialServices clients re-imagine their future
+ You've got an advanced degree or financial industry certification
+ You've got experience in sales and delivering banking projects on time
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (************************************************************
Role Location Annual Salary Range
California $63,800 to $205,800
Cleveland $59,100 to $164,600
Colorado $63,800 to $177,800
District of Columbia $68,000 to $189,300
Illinois $59,100 to $177,800
Maryland $63,800 to $177,800
Massachusetts $63,800 to $189,300
Minnesota $63,800 to $177,800
New York/New Jersey $59,100 to $205,800
Washington $68,000 to $189,300
#LI-NA-FY25
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity Statement (********************************************************************************************************************************************
Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
$68k-189.3k yearly 6d ago
Call Center Customer Service Representative
Pride Health 4.3
Finance service representative job in New York, NY
Job Title: Call Center Representative - Healthcare | Contract
Shift:
Monday-Friday
9:00 AM - 5:00 PM
7.5 hours per day | 37.5 hours per week
Contract Duration: 8 Weeks
Pay Rate: $30 to $34/hr on W2
Job Description
Pride Health is seeking an experienced Call Center Representative to support a healthcare-based pediatric primary care call center in New York, NY. This role focuses on handling high-volume inbound and outbound calls while delivering professional, patient-centered customer service. The ideal candidate will be bilingual, highly organized, and comfortable working in a fast-paced call center environment.
Responsibilities
Handle incoming and outgoing calls professionally and efficiently
Answer inquiries, resolve complaints, and provide accurate information
Deliver excellent customer service to patients and caregivers
Actively listen to callers to understand concerns and needs
Document call details and outcomes accurately in computer systems
Perform additional duties as assigned
Required Qualifications
Minimum 2 years of call center or customer service experience
Bilingual (facility-specific requirement)
Strong verbal and written communication skills
Excellent active listening and problem-solving abilities
Proficiency with computers and call center systems
High School Diploma or GED
Why Work with Pride Health
Pride Health offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k) retirement savings, life & disability insurance, an employee assistance program, legal support, auto and home insurance, pet insurance, and employee discounts with preferred vendors.
$30-34 hourly 1d ago
Credit Financing Associate
Atlantic Group 4.3
Finance service representative job in New York, NY
Type: Perm (Contingency)
Job #40911
Salary: $135,000
Job Overview - Credit Financing Associate: Our client is seeking a Credit Financing Associate in New York, NY, to manage financing strategies across investment portfolios. This in-office role involves working closely with teams on financing structures to support effective risk management and strategic growth.
Compensation: $135,000 - $175,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (In-Office)
Responsibilities as the Credit Financing Associate:
Financing Management: Manage and execute financing transactions backed by credit assets, including corporate bonds, leveraged loans, asset-backed securities, and private credit.
Facility Oversight: Manage the financing book, optimizing margins and overseeing leverage facilities to support investment strategies.
Relationship Management: Maintain and foster relationships with funding providers, including investment banks and non-bank lenders, to ensure access to financing.
Market Analysis: Analyze market trends to identify and secure leverage capacity within and outside traditional banking systems.
Development: Develop and implement robust financing processes for public and private credit spaces, ensuring consistency and efficiency.
Qualifications for the Credit Financing Associate:
Education: Bachelor's degree in Finance, Economics, or Accounting required.
Experience: 3-7 years in a buy-side firm or investment bank required, with experience in financing credit and structured assets.
Technical Skills: Skilled in financing arrangements, credit underwriting, financial modeling, and tools like repurchase agreements, margin loans, and credit lines.
Attributes: Detail-oriented, strong communicator, with a keen interest in financial markets and robust analytical skills.
Preferred: Experience in financing product development, transaction management, and credit or quantitative investment analysis.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
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$50k-85k yearly est. 6d ago
U.S. Associate - Financial Services
Lek 4.2
Finance service representative job in New York, NY
Boston, Chicago, New York, San Francisco
U.S. Associate - FinancialServices
L.E.K. Consulting's FinancialServices Practice is a dynamic and rapidly expanding sector, offering strategic advisory services to a diverse range of clients in industries including banking, payments, fintech, wealth management, and insurance. Additionally, we serve investors seeking to acquire or deploy capital and generate return in FinancialServices and FinTech. We are at the forefront of industry transformation, providing expert guidance on enterprise and business unit strategy, market and product growth strategy, emerging growth domains (e.g., embedded finance), innovation, digital strategy, business model transformation, as well as customer strategy and engagement.
Company Description
L.E.K. Consulting is one of the premier strategy consulting firms worldwide. At L.E.K., we are passionate about helping our clients succeed with breakthrough insights that drive real impact. Our clients view us as trusted partners that help address their most pressing challenges and biggest opportunities. We bring together the rigor of data‑driven analysis with the creativity and curiosity of a collaborative team. By hiring exceptional people and fostering a culture of ownership, inclusion, and continuous learning, we develop leaders who thrive on challenge and bring energy and optimism to every engagement. Founded in 1983, L.E.K. employs more than 2,200 professionals across five continents, and is consistently recognized as one of the industry's best firms to work for. For more information, visit lek.com.
Job Description
If you are a bright, motivated undergraduate or recent graduate looking to tackle some of the toughest and most interesting business problems, consider joining L.E.K. as a FinancialServices (FS) Associate. FS Associates are at the heart of our client work. You'll quickly take on meaningful responsibility and play a crucial role on each case team. From day one, you will lead research efforts, analyze data, generate insights, and help shape recommendations that make a real impact. We look for candidates who are curious, proactive problem solvers and excited to collaborate in a fast‑paced environment. A growth mindset, positive outlook and a drive to learn and lead are key to success in this role.
While casework varies every day, FS Associates' primary responsibilities typically include:
Conducting primary and secondary research on clients' markets, customers, and competitors
Performing rigorous analysis to drive insights and actionable recommendations
Collaborating with team members to communicate key findings to the client in written presentations and verbal interactions that deliver maximum impact
L.E.K. offers associates the broadest range of fast‑paced, high‑impact, and diverse cases for maximum learning. We are also committed to investing in your training and development and fostering excellent analytical and leadership skills to prepare you for your progression in tenure, as well as for potential future opportunities in top graduate schools or roles in industry, non‑profits, start‑ups, or investment firms.
In addition to very competitive compensation and benefits, we promote FS Associates to Consultant and beyond, based on demonstrated performance.
Click here for more on the Associate experience at L.E.K.
Why L.E.K.?
Immediate workstream responsibility: L.E.K. Associates are expected to be integral members of the team from day 1, immediately driving mission‑critical work to help solve critical challenges for our clients.
Breadth of experiences: While our projects span most industries and services, our focus is strategy and M&A. Associates typically work on ~6‑10 projects a year, providing greater exposure across clients and strategic issues, as well as faster development of business acumen.
Fun, collaborative, stimulating work environment: L.E.K. teams spend substantially more time in their home office relative to teams at peer firms, and we pride ourselves on a vibrant social culture, including case team events, office parties, non‑profit involvement, and much more.
International exposure: Approximately 65% of Associates gain international exposure within their first 3 years, either through projects staffed across global offices, travel to international client locations, or, if they choose, by relocating to an international office on either a temporary or a full‑time basis. Click here for more on our international Swap program.
Upward mobility: L.E.K. is a meritocracy with an entrepreneurial culture and frequent feedback. We rapidly progress responsibility to accelerate our team's development.
Qualifications and Experience Needed
A bachelor's degree from a renowned school with outstanding academic achievement
Exceptional analytical and problem‑solving skills
Strong verbal and written communication skills
Demonstrated leadership, initiative, and ability to thrive in a team‑oriented environment
Enthusiasm, resilience, and a desire to continuously learn and grow
L.E.K. Consulting offers a competitive salary and benefits package commensurate with experience. The base salary is $95,000 (USD); L.E.K. also offers a performance bonus, profit sharing, and other benefits.
Applicants for this position must be legally authorized to work in the United States on a permanent basis without the need for employer sponsorship. Unfortunately, we are unable to consider candidates requiring sponsorship for visas, including but not limited to TN, H1‑B, F‑1, STEM OPT/CPT, or any other work authorization.
L.E.K Consulting is an Equal Opportunity Employer.
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$95k yearly 1d ago
Customer Service Representative
Chubb 4.3
Finance service representative job in White House Station, NJ
The primary responsibility of this position will be to handle processing of new lines, renewals and endorsements for all Custom Solutions products including Workers Compensation, Custom policies and Group Personal Excess. The Customer ServiceRepresentative will partner with our Premier and Custom Solutions Underwriters to provide accurate policies and certificates, incorporate compliance practices, resolve premium discrepancies, and prepare accounts for renewal.
$34k-42k yearly est. 6d ago
CLO/ABL/Structured Finance - Associate (2-6+ Years) - New York, NY
Larson Maddox
Finance service representative job in New York, NY
Mid-Level Associate - Structured Finance
Experience Required: 2-6+ years
Compensation: 235,000-420,000
Bar Admission: Must be admitted or eligible for admission in New York
About the Role:
An AmLaw 100 firm is seeking a highly motivated and skilled Associate with 2-6+ years of experience to join their team focusing on Structured Finance, Asset-Backed Lending, and Private Securities Offerings. This role involves advising on complex financial transactions, drafting and negotiating key documents, and ensuring compliance with regulatory requirements. The position offers exposure to a wide range of capital markets transactions, including CLO, ABS, and CMBS structures.
Key Responsibilities:
Advise on private securities offerings, Securitization, and/or Structured Lending transactions.
Draft and negotiate transaction documents such as credit agreements, indentures, and offering memoranda.
Manage due diligence and closing processes for complex financing deals.
Ensure compliance with applicable laws and regulations throughout transactions.
Support structuring and execution of CLO, ABS, and/or CMBS transactions (experience in these areas is a plus).
Qualifications:
J.D. degree from an accredited law school with strong academic credentials.
2-6+ years of experience in Private Securities Offerings, Securitization, or Bank Lending (including Syndicated and Asset-Backed Lending).
Strong drafting, negotiation, and analytical skills with ability to manage multiple projects.
Prior experience at a reputable law firm required; CLO/ABS/CMBS experience is a plus.
Ability to thrive in a fast-paced, client-focused environment.
Why Join?
Work with one of the most respected structured finance teams in the country.
Exposure to cutting-edge transactions and high-profile clients.
Competitive compensation and benefits package.
Clear path for career growth and advancement.
Ready to Apply?
If you're ready to take the next step in your career and join a team working on some of the most sophisticated transactions in the market, submit your application today!
$73k-129k yearly est. 3d ago
Financial Regulatory Reporting Associate
Veterans Sourcing Group, LLC
Finance service representative job in New York, NY
Financial Regulatory Reporting Associate
Client: Banking
Work Schedule: Hybrid - 2-3 days onsite, per week
Pay rate: $55/hr
About the Team:
Financial Regulatory Reporting is a team responsible for the preparation of regulatory filings for multiple entities under Bank's US operations, reporting to Americas CFO.
Summary:
The primary responsibility of the position is to prepare assigned regulatory reports in an accurate and timely manner in accordance with US GAAP and instructions from regulatory authorities, which requires working knowledge of financial accounting and regulatory reporting, as well as understanding of the financial industry. The position will be responsible for regulatory reports across all entities under the Combined US Operations.
Core Responsibilities:
Prepare daily/weekly/monthly/quarterly/annual and ad-hoc regulatory reports, including, but not limited to, Federal Reserve reports (e.g. FR Y-15, FR Y-9C, FFIEC 031, FFIEC 002, FFIEC 009, FFIEC 019, FR2644, and FR2900,), Department of Treasury reports (TIC Reports), and Department of Commerce reports (e.g., BE-605, BE-15, and BE-125)
Reconcile reporting data to GL, validation of static data and perform variance analysis
Ensure that changes in the reporting instructions and accounting standards made by the regulatory authorities are incorporated within the reports submitted
Assist in maintaining and updating procedure documentations related to new and existing regulatory requirements to ensure firm's compliance
Keep track of each assigned tasks and project, and meet each deadline
Coordinate with multiple stakeholders across the organization.
Support management and team members.
Qualifications:
A bachelor's degree with an accounting major is preferred
2-3 years of experience
Proficiency with Microsoft Excel, PowerPoint, and Word
Experience in BI tools such as Alteryx or Power Bi is a plus
Working knowledge of regulatory reporting or financial reporting
Basic knowledge of financial products (e.g. loans, deposits, securities, derivatives, money market products, repos etc.)
Minimum 3 years of experience in Big 4 or large regional accounting firms (banking or capital market clients), financial accounting, product control or regulatory reporting area, experience in banking is required
US CPA, CFA or equivalent license is a big plus
Strong ability to handle multiple tasks.
Education
A bachelor's degree with an accounting major is preferred
$55 hourly 1d ago
Customer Service Representative
Connections Personnel
Finance service representative job in White House Station, NJ
Connections Personnel is hiring for a Direct Hire Customer ServiceRepresentative for a four-generation owned family business that has been a recognized leader and innovator in the garage door industry located in Whitehouse Station, NJ. Company is the world's oldest manufacturer of sectional garage doors that is still owned and operated by the founding family. Looking for a candidate that has 2+ years of customer service experience in a manufacturing environment.
RESPONSIBILITIES:
Answer incoming calls.
Following up with clients via email and phone.
Verifying orders.
Process orders from distributors.
Entering data to process orders.
Must have Word and Excel.
General office work and filing.
Process purchase orders.
REQUIREMENTS:
At least 1 -2 years of customer service experience in a manufacturing environment.
Microsoft Word, Excel and Outlook.
Bilingual Spanish is a plus but not required.
High School Diploma.
Drug test and background check will be done prior to starting.
SCHEDULE: M - F 8 am to 4:30 pm, 30 minute lunch
Benefits: Medical, Dental, Vision & 401K + other perks.
SALARY: $20.00/hr-$22.00/hr depending on experience.
For immediate consideration please apply online at: https://connections.securedportals.com/apply/
$20-22 hourly 1d ago
Legal Associate - Financial Services
Daley and Associates, LLC 4.5
Finance service representative job in New York, NY
Legal Associate (Contracting & Documentation) We are currently seeking candidates for a Legal Associate role with a well-established asset management firm located in New York City, NY. This role sits within the Legal & Compliance organization and supports the firm's Client Platform, with a primary focus on contracting and documentation. The Legal Associate will be responsible for drafting, reviewing, and negotiating a range of client-facing agreements while also supporting process improvement and legal technology initiatives, including AI-enabled solutions. The ideal candidate will have 4-5+ years of experience in a legal or contracting role within the financialservices industry.
This is a 6-month contract position paying between $42-$48/hour (depending on experience). This role supports a hybrid work model of four days per week onsite, one day remote in New York City, NY.
Responsibilities:
• Assist with contracting and documentation supporting the Client Platform, including drafting, reviewing, and negotiating investment management agreements, amendments, ancillary documentation, RFPs, and non-disclosure agreements.
• Serve as a primary point of contact for the Advisory Legal team, as well as business development and relationship management professionals.
• Collaborate with other members of the Legal team in connection with complex contracting and documentation matters.
• Support resolution of complex documentation issues and assist in establishing controls and processes where required.
• Contribute to the development and implementation of technology solutions related to the contracting process, including AI tools and Microsoft Power Apps.
• Participate in the ongoing development and improvement of legal processes, design, and operational efficiency.
• Provide additional legal and documentation support as needed.
Qualifications:
• Bachelor's degree in Legal Studies or a related field required.
• 4-5+ years of paralegal experience required; senior paralegals or junior lawyers strongly preferred.
• Must have experience within the financialservices industry; asset management experience is highly preferred.
• Prior experience in a legal or contracting function at an asset manager, financial institution, or large corporate organization.
• Hands-on experience negotiating contracts, including NDAs and exposure to RFPs.
• Strong interest in legal technology, process design, and operational improvement initiatives.
• Excellent written and verbal communication skills, with the ability to distill and communicate complex legal concepts clearly.
• Strong business judgement, collaboration skills, and a pragmatic, risk-aware approach to contracting.
• Ability to work independently while also contributing effectively within a team environment.
• Language skills are a plus but not required.
For immediate consideration, interested and qualified candidates should send their resume to Jackson at ********************.
IND123
$42-48 hourly 1d ago
Customer Service Representative
The Phoenix Group 4.8
Finance service representative job in New York, NY
We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs.
What You'll Do
Create a welcoming and polished experience for employees, clients, and guests.
Deliver responsive, high-touch customer service in person, by phone, and through digital channels.
Collaborate with teammates to share responsibilities and maintain seamless operations.
Partner with other departments to direct inquiries and resolve issues efficiently.
Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination.
Safeguard sensitive and confidential information with the highest level of discretion.
What We're Looking For
Strong verbal and written communication skills.
A customer-first mindset, with the ability to handle requests thoughtfully and professionally.
Initiative and sound judgment to manage situations independently when needed.
Your Background
High school diploma or equivalent required.
3-5 years of experience in a similar environment (hospitality, reception, call center, facilities, or administrative support).
Prior exposure to professional services or corporate environments a plus.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
$31k-40k yearly est. 1d ago
Customer Service Representative (On-Site) - NJ
FOCO 4.0
Finance service representative job in Piscataway, NJ
This is an On-Site role in our Piscataway, NJ location.
About Us:
Team Beans/Forever Collectibles, LLC (FOCO) is a worldwide leading manufacturer of sports and entertainment merchandise, including products ranging from collectibles and novelty items to promotional memorabilia. With all the major sports licenses at our fingertips, along with a powerful infrastructure and broad variety of products, our company is reaching new heights every day. The success of FOCO's expansion is directly related to our ability to bring fresh designs and manufacturing techniques to categories in need of innovation. We are constantly searching for dedicated and driven professionals to join and help grow our team!
Job Summary:
We are seeking an passionate sports fan and motivated Onsite Customer ServiceRepresentative to join the FOCO team and provide an unforgettable experience for all our customers. In this role, you will provide outstanding support to fans around the world, ensuring their inquiries and issues are resolved promptly and effectively. Your ability to connect with customers and represent our brand values will play a crucial role in maintaining our reputation for excellence.
Key Responsibilities:
Customer Support: Assist customers with inquiries via chat, email, and phone, addressing questions about products, orders, and policies via Zendesk and ensure tickets are answered on-time and with excellent customer service.
Problem Resolution: Handle customer complaints and issues with empathy, working to resolve them swiftly and efficiently to ensure customer satisfaction.
Product Knowledge: Maintain a strong understanding of our product line to provide accurate information and recommendations to customers.
Order Management: Process orders, returns, and exchanges in a timely manner, ensuring all transactions are accurately recorded and communicated to the customer.
Feedback Collection: Gather customer feedback to help improve our services and product offerings and communicate insights to the management team.
Team Collaboration: Work closely with other departments, such as sales and logistics, to ensure a seamless customer experience.
Brand Representation: Uphold the company's values and mission in every customer interaction, promoting a positive and professional image of the brand.
Qualifications:
2+ years of customer service experience
Experience with Zendesk and Shopify is REQUIRED.
High school diploma or equivalent
Fluency in English
Strong communication skills, both verbal and written.
Ability to work in a fast-paced environment and handle multiple tasks simultaneously.
Proficient in using customer service software and Microsoft Office Suite.
Passion for sports and a good understanding of our product offerings is a plus.
Must be able to pass a background check.
Flexibility to work various shifts, including weekends and holidays.
Show up for work!
Come on time and be committed to be your best.
What We Offer:
Competitive salary and benefits package.
Opportunity to work in a vibrant, sports-focused environment.
Climate Controlled office setting.
Career growth and development opportunities.
Employee discounts on our products.
A supportive team culture that values collaboration and innovation.
Tryouts are open at FOCO! Our team is passionate, talented, unified, and charged with creating the fan experience of tomorrow. The ball is in your court now.
$30k-38k yearly est. 1d ago
Customer Service Representative
Prokatchers LLC
Finance service representative job in New York, NY
Job Title : Customer ServiceRepresentative
Duration : 2+ months contract (Possible extension )
Education : High school degree
Shift Details : M-F schedule 9A-5P
Job Description:
• Assist all line of business (Medicaid/Medicare/MLTC/CHP/EP) in retaining current qualified members by following a strategic daily work schedule that includes am and pm hours, field locations as well as weekends.
• Maintaining daily Outreach and Renewal goals set through business needs to increase overall retention Enrollment and retention support.
• They are experts on the system and understand the NYSOH processes to quickly route members to the appropriate resolution and support.
• The Customer Success Specialist will work as a liaison to ensure proper processes are introduced and implemented such that the experience is enhanced.
$30k-39k yearly est. 4d ago
Customer Service Representative
Insight Global
Finance service representative job in New York, NY
Title: Customer ServiceRepresentative
Duration: 4 month contract
The Customer ServiceRepresentative (CSR) will be responsible for contacting students who have been accepted into our charter school program and assisting them with the onboarding process for the new school year. This role requires excellent communication skills, attention to detail, and a commitment to providing exceptional service to our students and their families.
Key Responsibilities:
* Contact newly accepted students and their families to welcome them to the program.
* Provide detailed information about the onboarding process, including required documentation, important dates, and next steps.
* Answer any questions students and families may have about the program and the school.
* Assist with the completion and submission of necessary forms and paperwork.
* Coordinate with other departments to ensure a smooth onboarding experience.
* Maintain accurate records of all communications and interactions with students and families.
* Follow up with students and families to ensure all onboarding requirements are met.
* Address any concerns or issues that arise during the onboarding process in a timely and professional manner.
Required Skills & Experience
* High school diploma or equivalent; associate's or bachelor's degree preferred.
* Previous experience in customer service, preferably in an educational setting.
* Excellent verbal and written communication skills.
* Strong organizational and time management skills.
* Ability to work independently and as part of a team.
* Proficiency in Microsoft Office Suite and other relevant software.
* Bilingual skills are a plus.
$30k-39k yearly est. 1d ago
Relationship Banker - Manhattan East NY Area
Bank of America 4.7
Finance service representative job in New York, NY
New York, New York;New York, New York; New York, New York; New York, New York; New York, New York; New York, New York; New York, New York
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*******************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for new and existing clients based on their needs
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Efficiently manages time and capacity
- Focuses on results while acting in the best interest of the client
- Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
- Experience in financialservices and knowledge of financialservices industry, products and solutions
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$42k-54k yearly est. 4d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Parsippany-Troy Hills, NJ?
The average finance service representative in Parsippany-Troy Hills, NJ earns between $18,000 and $60,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Parsippany-Troy Hills, NJ