Finance service representative jobs in Portland, ME - 180 jobs
All
Finance Service Representative
Relationship Banker
Banking Associate
Customer Service Representative
Banker
Finance Service Specialist
Service Associate
Member Service Representative
Service Officer
Relationship Banker - Maine Market
Bank of America 4.7
Finance service representative job in Portland, ME
South Portland, Maine;Portland, Maine; Portland, Maine; Saco, Maine; South Portland, Maine
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**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
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**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
_It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._
**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.
$36k-44k yearly est. 3d ago
Looking for a job?
Let Zippia find it for you.
Senior Shared Services Associate
Unitil Service Corporation 4.9
Finance service representative job in Portsmouth, NH
. Remote/Hybrid work from home is not available for this role.
Our Company
More than a utility company, Unitil provides energy for life.
Our work helps keep homes comfortable, businesses thriving and communities connected. Unitil is an investor-owned public utility proudly serving Maine, Massachusetts and New Hampshire. We are dedicated to delivering energy to our customers safely and reliably.
Unitil is committed to creating an inclusive environment that welcomes and values the differences among all of our employees, customers, suppliers and the communities in which we live and conduct business. The continued success of Unitil is enhanced through initiatives that promote diversity and value our employees.
Take advantage of a comprehensive benefits package.
Unitil offers competitive salaries, a consumer-driven health plan, dental and vision coverage, flexible work, company-paid holidays, a, robust, highly competitive retirement plan and educational assistance.
*Note: Benefit offerings may differ between union and non-union employee groups.
Position Purpose
Provide quality service and a full range of administrative and operations support activities which require a working knowledge of Company procedures and practices as they relate to assigned responsibilities. Delivery of accurate records, filings, and all information relating to the Plant Assets of Northern Utilities. Assignments must be completed in a professional manner at all times.
Principal Accountabilities
Time %
End Results
50%
Maintain internal records, work orders, and generate correspondence/required reports relating to all NU Gas Plant Assets. Data inputs and timely closing of all NU blankets and projects meeting all monthly and year end closing dates of Plant Accounting.
30%
Ensure timely and professional completion of assigned reports, State Filings and correspondence. Information updates into various sustems such as TED, Compliance Data Base, UPS, Transportation, ODI, Enquesta etc as assigned. Maintenance and assistance with all office equipment, ordering of supplies.
10%
Responsible for the effectiveness of departmental controls; fosters an appropriate control environment including understanding and appreciation of critical controls, control activities, controls monitoring, risk assessment, information and communication. Designs, monitors and owns control activities that are integral to internal business processes; assesses risks and implements improvements as needed.
10%
Efficent and professional completion of special assignments as directed by Operations Services Supervisor for process enhancements and in fulfillment of the corportate mission.
Back up coverage in other departments, other duties as assigned
Qualifications
Associates degree with two years of experience in a business environment or equivalent business related experience.
Must have strong background in the use of personal computers and business applications software.
Must possess strong organizational skills and be detail oriented. Must maintain the confidentiality of business actions and activities in matters deemed to be of a sensitive nature by the Company.
Employ a positive and professional approach in all areas of responsibility.
Be available to perform duties to support efforts during times of system emergencies.
Unitil is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.
Last Updated: 01/28/2026
$35k-41k yearly est. Auto-Apply 4d ago
Banking Associate
First Bancorp, Inc. 3.9
Finance service representative job in Damariscotta, ME
Whether you're passionate about finance, technology or helping others - a career at First National Bank offers a world of opportunity to grow and succeed. Work collaboratively with a team while having fun and providing product and technical support knowledge to customers. In return, we have a lot to offer. This fulltime position offers competitive pay, time off, benefits and a bonus plan. Opportunities for personal growth and professional development. And yes, a real opportunity to make a difference in the place where you live. We are proud to be on the 2025 list of Best Places to Work in Maine.
Fulltime position
Schedule Monday-Friday & Rotating Saturdays
Qualifications:
* Cash handling experience
* Direct customer service experience
* High School degree or GED
* Sales and computer experience desirable
Function: Provide customers with high quality service by selling bank products and services and/or making appropriate referrals to other bank personnel. Work in a team environment demonstrating enthusiasm, a positive outlook, and a professional manner while maintaining confidentiality. Focused on meeting branch goals.
Duties:
* Accurately process customer banking transactions in teller system following bank policies for identification of customers, review of activity and appropriateness of transaction. Place deposit holds as needed.
* Determine customer needs to effectively sell bank products and services and make appropriate referrals. Meet branch goals for deposit growth, personal and business accounts, and Individual Retirement Accounts (IRAs). Meet enrollment goals for ancillary products.
* Exhibit and apply a thorough understanding of account title structures and their resulting impact on account ownership, access to funds, and FDIC insurance coverage.
* Maintain a basic understanding of loan, investment, and merchant products and refer customers to appropriate Bank personnel to help branch meet referral goals.
* Provide loan and deposit information regarding the structure and design of bank products including features/benefits, rates, terms, interest calculations, payment applications, balance, and statement information.
* Investigate and correct errors reported by customers; work with management to report unusual account activity.
* Open Deposit Accounts.
* Maintain branch's safe deposit box system including new rentals, access to rented boxes, payments, and maintenance.
* Accept requests to wire funds.
* Create necessary forms or submit instructions for account maintenance such as stop payments, holds, AFTs and debit cards.
* Demonstrate an understanding of the impact of federal regulations, including the Bank Secrecy Act (BSA) on daily activities and stay abreast of changes through completion of training classes.
* Exhibits an understanding of common scam and fraud situations and knows how to report internally.
* Has a full understanding to deposit compliance regulations including Regulation CC - deposit holds.
$96k-161k yearly est. 24d ago
PUBLIC SERVICE OFFICER
City of North Richland Hills, Tx 3.8
Finance service representative job in Portland, ME
The purpose of this job is to perform a wide variety of tasks in support of law enforcement and crime prevention functions. Perform investigative work and other special assignments. Assist and interact with the public by taking calls-for-service over the telephone, in person (both in the field and at the department) and completing all required paperwork. Provide traffic control assistance at major crash scenes, fire calls, major crime scenes and special city events. Carry out a variety of technical and administrative tasks in support of the Police Department and to perform other duties as directed.
Why Work for the City of North Richland Hills?
As an employee of the City of North Richland Hills you will experience more than just a job, more than a paycheck. Working for the City of North Richland Hills means becoming a member of our family and reaping the benefits that go along with it.
Insurance
Full time employees are offered a complete line of benefits, which includes medical, dental and vision insurance, life insurance equal to three times your salary, and optional supplemental life insurance and long-term disability programs.
Retirement
As a full-time employee, you will become a member of the Texas Municipal Retirement System (TMRS) with the City of North Richland Hills making contributions towards your account. You can also put savings toward retirement in the voluntary 457 deferred compensation plan.
Vacation, Holidays, and Sick Leave
The city offers vacation and sick leave, as well as ten paid holidays. Full time employees earn three weeks of vacation during their first year of employment and 10 hours of sick leave a month.
What We're Looking For
* High School Diploma or Equivalency.
* Six months to one year of experience in a related job field, or 15 college semester hrs.
* Must successfully complete a basic public service officer training school within one year of employment.
Valid Texas Class C Driver's License
Code : 2025133-1
Location : POLICE DEPARTMENT
Posting Start : 01/07/2026
SALARY RANGE: $47,490.00-$66,462.00
$47.5k-66.5k yearly 24d ago
Banking Associate - Part Time 30 Hour - Portland, Maine (Northgate)
TDI 4.1
Finance service representative job in Portland, ME
Hours:
30
Pay Details:
$22.00 - $27.75 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
High school diploma or GED
1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
Demonstrated Customer Service skills preferred
Ability to work during operating hours to include evenings, weekends and holidays as scheduled
Teller experience preferred
Required to complete Teller training and part 1 of platform training upon hire
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Demonstrated effective problem-solving skills
Demonstrated ability to schedule and prioritize work
Demonstrated ability to work independently and within deadlines
Sound judgment in decision making and problem solving
Proficient in Microsoft Office
Notary License preferred
Customer Accountabilities:
Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
Understands and supports the Bank's customer service strategy
Considers the impact of decisions on the well-being of TD, its customers and stakeholders
Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
Ensures tasks are performed within established policy and procedures
Successfully completes all required job specific, compliance-related training
Understands, utilizes and follows compliance/risk and control programs
Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
Follows policy and procedure for Customer Authentication
Acts as Dual Control agent when required
Follows all required open/close procedures
Employee/Team Accountabilities:
Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
the team
Be an active participant in personal performance and development activities
Acts as a brand champion both internally and externally
Collaborates with team members in contributing to the success of the team and organization
Partners as a team player
Actively seeks opportunities to improve delivery of work with high attention to quality standards
Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
Positively embraces change
Adheres and participates in TD's Shared Commitments
Models quality service at every Customer interaction
Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financialservices, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$22-27.8 hourly Auto-Apply 16d ago
Private Client Banker - Maine Area
Jpmorgan Chase & Co 4.8
Finance service representative job in Falmouth, ME
JobID: 210705428 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financialservices, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$67k-159k yearly est. Auto-Apply 5d ago
Financial Services Specialist
MacHias Savings Bank Career 3.7
Finance service representative job in Portland, ME
Are you looking for an opportunity to learn, grow, and thrive with one of the “Best Places to Work in Maine”? Machias Savings Bank is more than a bank committed to serving our customers and empowering them to reach their potential; we are a family-first, employee-focused group of community leaders committed to moving Maine, New Hampshire - and each other - forward.
Our baseline benefit package includes Profit Sharing, 401(k) match, Health, Dental, Vision, Life and Disability Insurance, generous Paid Time Off options and more!
A career with Machias Savings Bank is as rewarding as it is challenging, and we can't wait to work with you!
• Voted Best Small Bank in Maine - Newsweek
• Voted 2025 Best Bank To Work For - American Banker
• Voted 2025 Best Places To Work in Maine - MESHRM
We are currently accepting applications for a: Part-Time FinancialServices Specialist (Teller), Portland
There is an opening for a part-time FinancialServices Specialist (Teller) in the Portland branch. The FSS will be an active member of the branch team with a focus on assisting customers with all service transactions. A strong focus will be placed on developing new relationships and deepening existing customer relationships through cross selling products and services, running a cash drawer, referring complex requests to the appropriate banker and proactive customer outreach.
The qualified candidate should possess the following qualifications:
• High school diploma or equivalent work experience
• Experience in customer service or retail
• Positive attitude and willingness to learn
• Good analytical and problem-solving skills
• Strong attention to detail
*Up to a week of in-person training, which requires travel to Machias, is mandatory within the first 30 days for onboarding in this role. Additionally, future training sessions may necessitate travel if retraining is required.
$61k-96k yearly est. 2d ago
Customer Service Representative
Us Tech Solutions 4.4
Finance service representative job in Portland, ME
US Tech Solutions is a global staff augmentation firm providing a wide-range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit our website ************************ We are constantly on the lookout for professionals to fulfill the staffing needs of our clients, sets the correct expectation and thus becomes an accelerator in the mutual growth of the individual and the organization as well.
Keeping the same intent in mind, we would like you to consider the job opening with US Tech Solutions that fits your expertise and skillset.
Job Description
style="FONT-FAMILY: times new roman,times,serif">
Customer ServiceRepresentativePortland, ME
6+
months
Description
One year current working
experience customer service environment or one year current experience in a Call
Center.
Ability to be a team player
Exceptional customer service
skills
Strong oral and written communications skills
Strong computer
skills
Ability to multi-task
Additional Information
Saikat Ghosh
Senior Technical Recruiter
10 Exchange Place, Suite 1820,
Jersey City, NJ - 07302
Desk: ************** Ext. 7452
Direct: **************
$31k-35k yearly est. 3d ago
Private Client Banker - Maine Area
JPMC
Finance service representative job in Falmouth, ME
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financialservices, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$45k-98k yearly est. Auto-Apply 6d ago
Customer Service Representative
Dead River Company 4.8
Finance service representative job in Brunswick, ME
“Turn Great Service Into Great Earnings" - Competitive Hourly Pay Plus Commission!”
Company: Dead River Company Job Type: Full-Time/onsite
Join the Dead River Company team! We're looking for a dependable, customer-focused Customer ServiceRepresentative to perform a variety of administrative and computer-related responsibilities. This position plays a key role in ensuring customer satisfaction, supporting company goals, and maintaining a positive and efficient work environment. As a Dead River Company ambassador, you'll exemplify our core values every day.
Key Responsibilities:
Courteously answer incoming calls and assist walk-in customers with professionalism and care.
Utilize the ADDS E3 system for customer account setup, maintenance, and record updates.
Perform data entry and administrative tasks related to:
Inventory control
Accounts payable and receivable
Posting and payment processing
Price change administration and bank deposits
Develop and maintain thorough knowledge of company products, services, and delivery schedules.
Participate enthusiastically in annual market objectives, promotional programs, and contests.
Support team members by cross-training and providing assistance as needed.
Perform general office duties such as filing, photocopying, and document shredding.
Assist with special projects and additional duties as assigned.
Experience:
Minimum of one year of customer service experience preferred.
Experience with computer systems and data entry is a must.
Education:
High school diploma or equivalent preferred.
Key Attributes:
Dependable and punctual
Strong communication and active listening skills
Accurate, organized, and detail-oriented
Able to focus and multitask in a dynamic environment
Courteous demeanor and professional appearance
Flexible to work seasonal overtime
Problem-solving and troubleshooting skills
Adaptable to change and continuous improvement
Working Relationships:
This position interacts directly with customers both in person and over the phone, requiring excellent interpersonal and problem-solving skills. Collaboration with other employees and departments is essential to ensure smooth operations and customer satisfaction.
Decision-Making:
The Customer ServiceRepresentative acts as a trusted advisor to customers, resolving common issues such as billing or delivery inquiries. Complex issues are referred to the appropriate department head for resolution.
Why Work for Dead River Company?
At Dead River Company, we're committed to supporting our employees and providing opportunities for growth in a respectful, team-oriented environment. Join us in serving our customers and communities with integrity, dependability, and excellence.
$29k-34k yearly est. 60d+ ago
Customer Service Representative 833517
Bonney Staffing 4.2
Finance service representative job in Auburn, ME
Join Our Team - Urgently Hiring Customer ServiceRepresentative in Auburn! Job Title: Customer ServiceRepresentative Pay: $18 per hour Hours: Monday-Friday, 8:00 AM-5:00 PM What You'll Do: As a Customer ServiceRepresentative, you will be responsible for:
Answering and transferring incoming calls with professionalism and courtesy.
Greeting visitors and providing them with assistance as needed.
Processing personnel records and handling updates accurately.
Performing data entry tasks to maintain up-to-date records.
Operating office equipment efficiently to support daily operations.
Supporting HR projects and events to foster a positive workplace culture.
What You'll Bring:
The ideal candidate for this role will have:
A High School Diploma or equivalent.
Strong interpersonal and customer service skills.
Proficiency in computer programs, including Microsoft Office and Outlook.
The ability to collaborate effectively with multiple departments and team members.
Why Join Us in Auburn?
Flexible hours to help maintain a healthy work-life balance.
Competitive pay and great benefits including affordable health and prescription coverage with no waiting period.
Opportunities for personal development and growth within a supportive team culture.
Location & Schedule:
This position is on-site in Auburn, ME, and offers a stable work schedule from Monday to Friday.
Ready to Take the Next Step?
If you're ready to start a rewarding career as a Customer ServiceRepresentative in Auburn, apply today or contact our recruiting team to learn more. Don't wait; we're hiring now!
$18 hourly 10d ago
Financial Shared Services Associate
Idexx Laboratories 4.8
Finance service representative job in Westbrook, ME
The Financial Shared Services Associate performs a variety of tasks including creation, research and maintenance in relation to customer and vendor data, service contracts, managing aspects of all the Companion Animal Group (CAG) Instrument order lifecycle. This role reviews information to input or upload into SAP and determines best practices and correct procedures. The Financial Shared Services Associate inputs data, audits for accuracy, responds to questions and resolves issues as needed.
This position is hybrid with a minimum of 2-3 days a week onsite at our Global Campus in Westbrook, ME.
What You Will Be Doing:
You will manage new CAG Instrument Order lifecycle; i.e. contract review, SAP data entry, point of sale IDEXX Care Plus, scheduling and coordination with Sales & FSRs.
You will create and maintain equipment service contracts; i.e. IDEXX Care Plus(ICP), Extended Maintenance Agreements (EMA) contracts and DELL hardware renewals.
You will research and maintain equipment master file data.
You will review and process customer credit and debit transaction types; performing research and seeking approvals as needed.
You will audit and validate data for accuracy and ensure adherence to established guidelines and procedures.
You will assist in the design, development, and testing of new and changing functionality within related support systems.
You will understand and support the needs and processes throughout IDEXX Lines of Businesses (LOBs) to provide a level of service which exceeds the customers' expectations.
You will identify, elevate, and contribute to business process improvement initiatives.
You will create and maintain process documentation including work instructions and guidance documents.
You may be asked to perform other duties as assigned.
You will adhere to and model the IDEXX Purpose & Guiding Principles.
What You Need To Succeed:
High school diploma or 2-3 years of equivalent experience. Associates degree preferred.
Data entry skills, including accuracy and speed in a fast-paced, time-critical environment.
Ability to work with variety of systems and databases. SAP knowledge preferred.
Detail-oriented, patient and thorough.
Good customer service skills, with ability to exchange information with wide variety of people.
Verbal and written communication skills.
Organized with ability to multi-task.
Ability to work both individually and as a team player.
PC skills, including Microsoft Office.
What You Can Expect From Us:
Hourly rate $25/hr.
Opportunity for an annual bonus
Health / Dental / Vision Benefits Day-One
5% matching 401k
Additional benefits including but not limited to financial support, pet insurance, mental health resources, volunteer paid days off, employee stock program, foundation donation matching, and much more
Why IDEXX?
We're proud of the work we do, because our work matters. An innovation leader in every industry we serve, we follow our Purpose and Guiding Principles to help pet owners worldwide keep their companion animals healthy and happy, to ensure safe drinking water for billions, and to help farmers protect livestock and poultry from disease. We have customers in over 175 countries and a global workforce of over 10,000 talented people.
So, what does that mean for you? We enrich the livelihoods of our employees with a positive and respectful work culture that embraces challenges and encourages learning and discovery. At IDEXX, you will be supported by competitive compensation, incentives, and benefits while enjoying purposeful work that drives improvement.
Let's pursue what matters together.
IDEXX values a diverse workforce and workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
IDEXX is an equal opportunity employer. Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition, or any protected category prohibited by local, state, or federal laws.
#LI-CB1
$25 hourly Auto-Apply 51d ago
Student Financial Services Specialist
Unity College 3.9
Finance service representative job in New Gloucester, ME
The Company
At Unity, sustainability isn't a buzzword. It's the foundation of our entire approach and has been for more than 50 years.
We apply sustainability principles to everything we do, from our properties around the State of Maine, to our online degrees offered to students everywhere, to our enrichment experiences and entrepreneurial endeavors at locations from northern Maine to Arizona to Brazil.
Engage with Unity College and you'll start to ask tough questions, challenge the status quo, and envision new possibilities. If taking the lead in creating a more sustainable future sounds like the future you want, we can make it happen.
The Position
The Student FinancialServices Specialist (SFSS) supports the Director of Distance Education Financial Aid through the administration and dissemination of Student FinancialServices policies and procedures for Unity College students. This is a generalist position that is cross trained to serve all Sustainable Education Business Units (SEBUs) but will be dedicated to Distance Education. This position is responsible for working directly with Unity College students to support them in managing their financial needs and requirements. The SFSS will manage and use student financial aid programs, financial aid information systems, billing software as well as report and retrieve information for program management and reports. Work will involve using Power-Faids Financial Aid Management System, CAMS Student Billing Components and CashNet.
Monitor program compliance with federal, state, and institutional policies through the use of system and quality controls.
Conduct student aid reviews including: needs analysis, budgeting, billing, packaging, verification, loan processing, certification, and tracking.
Counsel students individually or in groups on financial aid and student account matters such as application procedures, borrowing, employment, outside aid, other funding, payment plans and alternative funding.
Communicate with parents and/or students regarding the student billing process and payment options.
Coordinate the mailing of lender notifications-entrance and exit counseling, bills, and award letters.
Create, revise, and update publications, standardized letters, manuals, and forms used in student aid and student billing administration.
Review and maintain payment plans, and student files.
Perform soft collect outreach to students to assist with completing paperwork and payment options.
Coordinate the integration of student financial aid and billing processes for all SEBUs.
Perform outreach activities as assigned by the Director of Distance Education Financial Aid.
Attend required trainings to learn and maintain required skills to perform all duties for SFSS across all SEBUs.
Assist in supervision of work study students. Carries out supervisory responsibilities in accordance with the institution's policies and applicable laws.
Responsible for processing 1098-T's.
Review and process refunds to be submitted to the Business Office for payment.
Assist students with identifying options for payment plans and setting the students up in CashNet, etc.
Manage CashNet.
Perform reconciliation, reporting, consolidation and liquidation of Perkins loans.
Manage third party billing i.e. Veterans' Affairs, Outside Scholarships, etc.
Place billing holds on student accounts for non-payment.
Assists students with student insurance waiver process and provides list to insurer.
Please see attached job description for full list of roles and responsibilities.
Required:
Bachelor's degree and a minimum of 5-7 years job related experience and/or training; or equivalent combination of education and experience.
Basic knowledge of federal and state financial aid programs and a demonstrated commitment to student aid.
Basic knowledge of accounting and billing services.
Must be capable of independent judgement, highly motivated with strong organizational skills.
Must be flexible with good interpersonal skills.
Able to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Able to write reports, business correspondence, and procedures manuals.
Able to effectively present information and respond to questions from students, parents, staff, managers, and the general public.
Able to work with mathematical concepts such as probability and statistical inference. Able to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Extensive knowledge of computerized data base systems, word processing and spreadsheets.
The Location
Unity College has its Hybrid Learning campus in Unity, Maine. This position will be located at 49 Farm View Rd. New Gloucester, ME.
Benefits
Unity College offers a generous benefits package which includes medical, dental, vision, short term disability, long term disability, life insurance, PTO, and a company match on our 403b retirement plan. Waiting periods will apply.
To Apply
Interested and qualified candidates should click on the “Apply Now” button and submit a resume and cover letter.
At Unity College, we don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our students, and our community. Unity College is proud to be an equal opportunity workplace and is an affirmative action employer.
$45k-55k yearly est. Auto-Apply 60d+ ago
Relationship Banker
Newburyport Bank 3.9
Finance service representative job in Portsmouth, NH
Newburyport Bank is a community bank supported by the strength of our shared services organization, River Run, and banking affiliates, Pentucket Bank and Rollstone Bank and Trust. Together, we shape the evolution of community banking through innovation and strong partnerships, while preserving the personalized service our customers value. Here, you will discover opportunities that will guide you along your professional journey, and allows you to make a meaningful impact in your local community, as you join a team that champions integrity, collaboration, and continuous progress.
Journey Well!
The Relationship Banker provides customer service and recommendations of products and services while reaching established goals. Utilizes the Bank's Service Excellence Standards and product knowledge to develop and manage customer relationships.
Demonstrates and explains additional products and services to customers using a consultative approach, identifying complementary services that add value; aims to cross-sell when appropriate, including during in-branch visits and when completing outbound calls using leads generated from Marketing or customer relationship management (CRM).
Deepens relationships with new and existing customers by discussing and identifying customers' financial needs, including making referrals to other colleagues and departments to ensure customer needs are met.
Opens new consumer and business accounts, certificates of deposit (CDs), and all other ancillary products offered by the Bank. Answers customer questions, provides account opening information, and ensures proper paperwork is completed and entered into the system.
Participates in all Bank business development initiatives including deepening existing customer relationships and promoting banks products and services.
Learns and adheres to all branch operation policies and procedures, including but not limited to check cashing, deposit-taking, account openings, debit card issuance, branch openings and closings, audit and compliance requirements, vault/automated teller machine (ATM) management, and other operational functions.
Services customers by processing a variety of transactions with minimal or no errors, including but not limited to:
accepting checks for cash and deposit
processing payments for loans and other services
maintaining necessary logs and processing mailed deposits
issuing money orders and official checks, processing coin, and ordering customer checks according to Bank policies and procedures
assessing appropriate fees for all services
verifying all transactions, placing holds when appropriate, and balancing assigned drawer upon completion of assigned shift to ensure compliance.
Requirements
High school diploma or equivalent.
Obtain Notary Public commission within the first year of employment.
1-2 years of teller, customer service and/or sales experience.
Cash handling experience preferred.
Basic knowledge and aptitude for math, working with numbers and cash handling.
Demonstrated customer service and oral and written communications skills.
Demonstrated passion and commitment to delivering experiences that enhance clients' financial well-being.
Basic organizational skills.
Proficient with computer software applications and utilizing internet-based applications.
Highly motivated self-starter with a strong work ethic, focused on acting in the best interest of clients while considering the Bank's objectives.
Attention to detail.
Ability to use critical thinking and problem-solving skills to effectively address clients' needs.
Ability to communicate clearly and confidently, easily engaging with clients of all types.
Ability to work collaboratively to achieve goals, fostering and maintaining strong relationships.
Ability to develop banking industry skills and possess qualities needed to provide an exceptional customer experience.
Ability to work effectively as part of a team.
Ability and willingness to work evenings, weekends, and at multiple market locations as required.
Newburyport Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing or service in the military.
If you are an individual with a disability and require a reasonable accommodation to complete the application process, you may contact Human Resources at *************** or call ************.
The salary range represents an estimate based on market data for this position. Final compensation decisions are made based on experience, skills, and internal equity to ensure fairness and consistency across our organization.
Salary Description $21.00-$23.00/hr
$21-23 hourly 20d ago
Customer Service Representative - Integrated Supply
Lancesoft 4.5
Finance service representative job in North Berwick, ME
Customer ServiceRepresentatives (CSRs) typically reside at a customer location and are responsible for providing exceptional service to customers by purchasing products, goods and materials (stock and/or non-stock, or stock buy) that meet the organization's standards of price, quality, timing, and reliability of supply.
Job Duties and Responsibilities
Perform procurement activities to ensure the customer's current and anticipated demand for products and materials (stock and/or non-stock, or spot buy) are met and in alignment with purchasing strategies.
Review and approve assigned inventory forecasts produced by inventory management or other Enterprise Resource Planning application.
Review and approve daily replenishment recommendations produced inventory management or other Enterprise Resource Planning application.
Assess existing orders to determine action for expediting or de-expediting for optimal delivery.
Place purchase requisitions and vendor purchase orders.
Research, assess, and make recommendations for vendors and/or specific items of request to ensure they comply with specifications and meet the customer's quality, pricing, and delivery standards.
Monitor the quality and timeliness of products and materials supplied;may coordinate the return of damaged goods and/or replacement items.
Negotiate and coordinate vendor returns for aging, expired, or excess inventory;coordinate other liquidation activities as required.
Follow-up on the status of purchase orders with vendors to ensure timely delivery;and communicate status of orders with customers.
Communicate with vendors to resolve problems with timeliness and product quality.
Maintain and cultivate relationships with one or more suppliers, vendors, and assigned customers.
Research and resolve account payables nonconformance with suppliers.
Identify opportunities for and document customer cost savings.
Produce customer KPI measurement data.
Follow all and customer Standard Operating Procedures.
Adhere to LEAN operating practices;ensure worksite is professional, clean and neat always.
Perform other duties as assigned.
Qualifications:
High school diploma or equivalent. Bachelor's degree in a related field (e.G., Business, Finance, etc.) preferred.
1+ years of experience in the field of Procurement preferred.
CPM certification is preferred.
Excellent customer service.
Computer skills and aptitude to learn the various Enterprise Resource Planning (ERP) and Inventory Management applications.
Mathematical aptitude for basic calculations.
Self-starter with the ability to work independently.
Strong attention to detail and accuracy.
Demonstrated strong attention to detail, organizational and execution skills.
Proficiency with MS-Office products.
Strong verbal and written communication skills.
Work Environment & Physical Demands
Long periods of time working on a computer and performing repetitive key-boarding activities.
Work may be in a manufacturing environment and could have exposure to dirt, smoke, heat, cold, etc.
Safety protection may be required while in the customer's facility (hand, foot, and eye or other as dictated by the customer's safety protocols).
Overtime hours may be required with little advanced notice.
While performing the duties of this job, the associate is regularly required to talk and hear. The associate frequently is required to sit.
The associate is occasionally required to stand and walk. The associate may be required to occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, ability to adjust focus, and may require the ability to distinguish color.
Required
Must be US Citizen
Required to show US passport or certified birth certificate with raised seal on day one.
Client specific background screening required - see Background Checks section below.
See attached document with onboarding/badging process details.
Hours: Mon-Fri 730am-4pm. Occasional OT.
Temp to hire.
This is an on-site, in person position. Can not be done remotely.
Customer service skills required.
Computer skills required. Will be using MS Office and Outlook daily.
Professionalism a must.
Will answer internal calls from clients, in addition to calling vendors.
Will handle invoice resolution.
Steel toe shoes require.
Dress code: Jeans/long pants and collared shirt/blouse.
$32k-38k yearly est. 17d ago
Member Service Representative I
Atlantic Regional Federal Credit Union 3.9
Finance service representative job in Sanford, ME
Unlock Your Full Potential: Become a Key Player on Our Member Service Team!
Atlantic Federal Credit Union is looking for an energetic and detail-oriented Member ServiceRepresentative who's ready to make a real impact in the financial lives of our members. If you are experienced and have a background in banking, retail or service, love connecting with people, and want to further your career, this could be the perfect fit.
What You'll Do: You won't just handle routine transactions, you'll be the face of our credit union, helping members with everything from deposits to problem-solving. Your support will be in branch and in our digital channels
Be a Relationship Builder: You'll do more than provide service, you'll build lasting relationships. Educate our members about our full suite of financial products, helping them make smarter decisions.
Maintain Financial Integrity: Balance your drawer down to the penny every time and ensure all transactions are accurate. Your keen eye will help catch potential issues before they become problems.
Compliance and Security: Safeguard confidential information, keep an eye out for suspicious activity, and stay on top of all regulations.
Branch Support: From opening and closing the branch to assisting with audits, you'll be an essential part of the team's day-to-day operations.
Why You'll Love It Here: At Atlantic, your professional development is our priority. You'll have the opportunity to grow, learn, and take on new responsibilities in a supportive environment that values hard work and dedication. Go beyond transactions take the next step in your career with a team that's got your back, we want to hear from you!
Elevate your career and make a difference-apply today!
Atlantic is an Equal Opportunity Employer
Requirements
What You Bring to the Table: We're not just looking for skills, we're looking for someone who shares our commitment to serving our community. Here's what helps you stand out:
1-3 years of customer service experience, ideally in banking, retail or service.
A natural problem solver who thrives in a fast-paced environment.
An eye for detail, balancing your cash drawer and ensuring all tasks are done with precision.
Willingness to travel to branches when needed.
High school diploma or equivalent.
$30k-36k yearly est. 24d ago
Banking Associate - Kennebunk
TD Bank 4.5
Finance service representative job in Kennebunk, ME
Kennebunk, Maine, United States of America **Hours:** 40 **Pay Details:** $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
**Depth & Scope:**
+ Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
+ Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
+ Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
+ Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
+ Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
+ Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
+ Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
**Education & Experience:**
+ High school diploma or GED
+ 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
+ Demonstrated Customer Service skills preferred
+ Ability to work during operating hours to include evenings, weekends and holidays as scheduled
+ Teller experience preferred
+ Required to complete Teller training and part 1 of platform training upon hire
+ Strong organization skills to handle multiple tasks in a fast-paced environment
+ Excellent communication skills with ability to be concise, clear and consistent
+ Demonstrated effective problem-solving skills
+ Demonstrated ability to schedule and prioritize work
+ Demonstrated ability to work independently and within deadlines
+ Sound judgment in decision making and problem solving
+ Proficient in Microsoft Office
+ Notary License preferred
**Customer Accountabilities:**
+ Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
+ Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
+ Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
+ Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
+ Understands and supports the Bank's customer service strategy
+ Considers the impact of decisions on the well-being of TD, its customers and stakeholders
+ Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
+ Ensures tasks are performed within established policy and procedures
+ Successfully completes all required job specific, compliance-related training
+ Understands, utilizes and follows compliance/risk and control programs
+ Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
+ Is knowledgeable of and complies with TD Code of Conduct
**Shareholder Accountabilities:**
+ Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
+ Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
+ Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
+ Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
+ Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
+ Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
+ Follows policy and procedure for Customer Authentication
+ Acts as Dual Control agent when required
+ Follows all required open/close procedures
**Employee/Team Accountabilities:**
+ Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
+ the team
+ Be an active participant in personal performance and development activities
+ Acts as a brand champion both internally and externally
+ Collaborates with team members in contributing to the success of the team and organization
+ Partners as a team player
+ Actively seeks opportunities to improve delivery of work with high attention to quality standards
+ Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
+ Positively embraces change
+ Adheres and participates in TD's Shared Commitments
+ Models quality service at every Customer interaction
+ Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
+ May train and act as a mentor to newer colleagues
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financialservices, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$22-27.8 hourly 60d+ ago
Relationship Banker - New Hampshire Seacoast Market
Bank of America 4.7
Finance service representative job in Wells, ME
Hampton, New Hampshire;Exeter, New Hampshire; Portsmouth, New Hampshire; Wells, Maine; Dover, New Hampshire
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**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
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**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
_It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._
**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.
$36k-44k yearly est. 3d ago
Banking Associate - Kennebunk
TDI 4.1
Finance service representative job in Kennebunk, ME
Hours:
40
Pay Details:
$22.00 - $27.75 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
High school diploma or GED
1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
Demonstrated Customer Service skills preferred
Ability to work during operating hours to include evenings, weekends and holidays as scheduled
Teller experience preferred
Required to complete Teller training and part 1 of platform training upon hire
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Demonstrated effective problem-solving skills
Demonstrated ability to schedule and prioritize work
Demonstrated ability to work independently and within deadlines
Sound judgment in decision making and problem solving
Proficient in Microsoft Office
Notary License preferred
Customer Accountabilities:
Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
Understands and supports the Bank's customer service strategy
Considers the impact of decisions on the well-being of TD, its customers and stakeholders
Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
Ensures tasks are performed within established policy and procedures
Successfully completes all required job specific, compliance-related training
Understands, utilizes and follows compliance/risk and control programs
Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
Follows policy and procedure for Customer Authentication
Acts as Dual Control agent when required
Follows all required open/close procedures
Employee/Team Accountabilities:
Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
the team
Be an active participant in personal performance and development activities
Acts as a brand champion both internally and externally
Collaborates with team members in contributing to the success of the team and organization
Partners as a team player
Actively seeks opportunities to improve delivery of work with high attention to quality standards
Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
Positively embraces change
Adheres and participates in TD's Shared Commitments
Models quality service at every Customer interaction
Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financialservices, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$22-27.8 hourly Auto-Apply 18d ago
Banking Associate - Gray
TD Bank 4.5
Finance service representative job in Gray, ME
Gray, Maine, United States of America **Hours:** 40 **Pay Details:** $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
**Depth & Scope:**
+ Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
+ Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
+ Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
+ Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
+ Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
+ Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
+ Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
**Education & Experience:**
+ High school diploma or GED
+ 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
+ Demonstrated Customer Service skills preferred
+ Ability to work during operating hours to include evenings, weekends and holidays as scheduled
+ Teller experience preferred
+ Required to complete Teller training and part 1 of platform training upon hire
+ Strong organization skills to handle multiple tasks in a fast-paced environment
+ Excellent communication skills with ability to be concise, clear and consistent
+ Demonstrated effective problem-solving skills
+ Demonstrated ability to schedule and prioritize work
+ Demonstrated ability to work independently and within deadlines
+ Sound judgment in decision making and problem solving
+ Proficient in Microsoft Office
+ Notary License preferred
**Customer Accountabilities:**
+ Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
+ Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
+ Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
+ Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
+ Understands and supports the Bank's customer service strategy
+ Considers the impact of decisions on the well-being of TD, its customers and stakeholders
+ Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
+ Ensures tasks are performed within established policy and procedures
+ Successfully completes all required job specific, compliance-related training
+ Understands, utilizes and follows compliance/risk and control programs
+ Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
+ Is knowledgeable of and complies with TD Code of Conduct
**Shareholder Accountabilities:**
+ Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
+ Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
+ Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
+ Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
+ Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
+ Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
+ Follows policy and procedure for Customer Authentication
+ Acts as Dual Control agent when required
+ Follows all required open/close procedures
**Employee/Team Accountabilities:**
+ Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
+ the team
+ Be an active participant in personal performance and development activities
+ Acts as a brand champion both internally and externally
+ Collaborates with team members in contributing to the success of the team and organization
+ Partners as a team player
+ Actively seeks opportunities to improve delivery of work with high attention to quality standards
+ Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
+ Positively embraces change
+ Adheres and participates in TD's Shared Commitments
+ Models quality service at every Customer interaction
+ Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
+ May train and act as a mentor to newer colleagues
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financialservices, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$22-27.8 hourly 24d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Portland, ME?
The average finance service representative in Portland, ME earns between $23,000 and $69,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Portland, ME