Customer Service Representative
Finance service representative job in Pleasanton, CA
We are seeking a dependable and personable Customer Service / Dispatch Coordinator to support a busy residential plumbing team. This role is ideal for someone who enjoys fast-paced coordination, strong communication, and delivering an excellent customer experience from the first call to job completion.
Key Responsibilities
Answer inbound calls, schedule appointments, and dispatch technicians efficiently based on skill set and location.
Communicate with homeowners to confirm appointments, provide updates, and ensure a positive experience.
Coordinate with field technicians and the warehouse to align scheduling, materials, and workflow.
Manage the service calendar and daily job board to optimize productivity.
Enter accurate notes and updates in the service system.
Assist with follow-up calls, estimates, and warranty documentation when needed.
Qualifications
2+ years of customer service or dispatch experience (preferably in residential services such as plumbing, HVAC, or electrical).
Excellent communication, organization, and multitasking skills.
Strong computer proficiency; comfortable using scheduling and CRM systems.
A positive, team-oriented mindset with a focus on customer satisfaction.
Ability to stay calm and professional in a fast-paced environment.
Customer Service Representative
Finance service representative job in San Leandro, CA
CSR Billing
Scan BOL's
Bill LCL Dry, FCL Dry and Reefer
Process/Bill Grainger, EDI Invoices, FCL Invoices (Tranzact)
Request account codes, Submit corrections
Manifest- Containers and EQ, Prepare vessel folders
Vessel Load Reports for weekly sailings and EQ (Monday) Vessel Load Reports
Process Credit /Debit Card Payments- (forward Linda Cunio info via -email end of day)
Fed-Ex pouch (Mondays -Mc Lane BOL's to Honolulu) & (Wednesdays -Invoices to Seattle weekly)
Prepare load copies
Incoming Eastbound Shipments (arrange delivery if needed)
Perge weekly, monthly, filing
Answer the phone
Work with walk-in customers
CSR Quoting
Rate Quotes
Work with all Outside Carriers/Agents for best pickup rates
Dispatching UD and all outside Carriers/Agents for pickups
Answer all emails from customers, carriers and team members
Monitor the dispatch/BOL board making sure it stays up to date
Check and Verify Rate Letters while quoting
Communicate with sales and Updates if Rate Letters need any Update
Process Numark, GLS, invoices (received via e-mail)
Process Oak Harbor, Network invoices (received via mail)
E-mail REL BOL's
Print American Pioneer paperwork
End of Month billing
Scan all UD pickups to ICD end of day (Cecilia)
Answer the phone
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Architectural Sales Representative
Finance service representative job in Fremont, CA
Carlisle Weatherproofing Technologies (CWT) is a leading supplier of building envelope solutions that effectively drive energy efficiency and sustainability in commercial and residential applications. We are looking for an Architectural Sales Representative located in our Northern California market.
Job Summary:
This position is responsible for driving demand for Building Envelope Systems solutions from the Architects, Engineers and Consultants (AEC community) through the value chain in conjunction with the Technical Sales team to project close in order to capture maximum value from the customers. This is accomplished by following a sales process that is project centric beginning in the design phase and results. The ideal candidate will have a building science and construction background, with a minimum of three years of relevant experience in the industry.
Duties and Responsibilities:
Ability to rapidly grow institutional and commercial sales and achieve year over year growth.
Persuade design/architectural community on the value propositions for BES.
Ownership of the ‘spec-to-ship' process, interfacing closely with the architectural and consulting community to drive a higher level of specified sales for both new construction and restoration.
Manage relationships throughout multiple levels of the construction process (Architect, Engineer, Consultant and Owner) to ensure our value proposition is clearly understood and leveraged.
Disciplined approach to market segmentation and time management
Interfacing closely with key customers to strengthen and grow existing relationships, while also driving significant prospecting initiatives to generate new customer relationships.
Recording and actively tracking opportunities using our CRM and sharing timely opportunities with other members of the Technical Sales team will be an important part of the role.
Other duties as assigned.
Cosmeceuticals Sales Representative
Finance service representative job in Fremont, CA
Seeking an experienced skin care sales representative selling to dermatologists and plastic surgeons in the (San Francisco County Area). We offer an attractive compensation structure consisting of base salary plus commission. The ideal candidate must have an entrepreneurial spirit and be highly motivated to generate leads and growth in the territory.
Qualified representatives earnings can exceed $500K yearly.
REQUIREMENTS:
Strong skincare knowledge required including a basic knowledge of organic chemistry
3 years minimum direct-to-physician (dermatologist & plastic surgeon) sales experience
Excellent knowledge and relationships with Dermatologists/Plastic Surgeons in territory
Strong negotiation and consultative sales skills
Ability to analyze sales data, industry trends, and manage territory to effectively maintain and grow business.
Valid driver's license, car, and the ability to travel to customers and prospects.
Proficient in Excel, Word, and PowerPoint
B.A. or B.S. degree preferred.
RESPONSIBILITIES:
Identify potential customers through networking and lead generation.
Learn product knowledge and procedures quickly.
Arrange meetings with potential and existing customers to present Young Pharmaceuticals product line.
Work with physicians to grow their practice via marketing promotions.
Build and develop on-going professional relationships with both new and existing customers.
Enter sales orders for processing.
Provide product demos to qualified prospects.
Attend various trade shows, sales meetings, and national and regional conferences.
Sales Representative/Paint Estimator
Finance service representative job in Oakland, CA
Proven Closer? Earn $150K-$200K+ Selling Commercial and Residential Painting Projects
Tired of spending half your day chasing cold leads? Frustrated by vague commission structures, and wish your effort directly determined your income? At MB Jessee Painting, we have a better opportunity for you.
You'll be able to build a strong book of business, earn uncapped commission with a transparent comp plan, and represent the Bay Area's most trusted painting contractor: a 30-year brand that opens doors before you even walk in.
No background in painting? Not a problem. We value a proven track record and sales skill, and will provide you with all the industry training you need.
What Makes This Role Different:
Established brand recognition. You're selling a name clients already trust.
Quality inbound leads provided weekly. Spend your time selling, not just prospecting.
Build your pipeline. Proactively build your book of business through networking, outreach, and relationship development.
Complete training and support. We teach you the products and the process.
High-ticket projects. Larger deal sizes mean fewer closes to hit six figures (and beyond).
Clear commission structure. Uncapped earning potential with transparent comp plan.
Career growth path. Opportunity to move into sales leadership as we expand.
What You'll Do:
Meet with homeowners, property managers, contractors, and designers to assess project needs
Prepare and present professional proposals using our proven sales process
Close high-value painting projects (residential and commercial)
Build relationships and generate repeat business
Represent a trusted brand known for integrity, craftsmanship, and professionalism
What We're Looking For:
Proven sales experience required (real estate, insurance, home services, B2B, construction - any industry)
Self-starter who thrives on building relationships and creating opportunities
Confident communicator who builds trust quickly and closes effectively
Self-motivated and goal-driven with a track record of meeting or exceeding targets
Willing to commit 40-45 hours per week to building long-term success
Valid California driver's license
Compensation & Benefits:
Base salary + uncapped commission
Realistic first-year earnings: $150K-$200K+
Top performers have unlimited upside
Company vehicle
Health insurance
401(k) with company match
Paid time off
Work Schedule:
Full-time, Monday-Friday
Based in Emeryville, CA
In-person role with territory travel throughout the Bay Area
Ready to build a six-figure career with a company that sets you up to win? Contact us today!
Proprietary Equity Traders Wanted
Finance service representative job in San Francisco, CA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplySports-Minded Sales Representative - Entry Level
Finance service representative job in Hayward, CA
Golden Eye Innovations is looking for a high-energy, self-motivated Sales Representative to join our growing team. If you're passionate about people, excited by growth, and ready to take on a role where performance meets opportunity, this could be the perfect fit.
This position offers hands-on training and a clear path to leadership for individuals eager to grow in sales, marketing, and business development
What You'll Be Doing:
Communicating with customers to understand their needs and recommend the best solutions
Driving sales by presenting services and promotions clearly and confidently
Tracking performance goals and working closely with leadership to hit team targets
Collaborating with a motivated team that celebrates success
What We're Looking For:
Strong communication and interpersonal skills
Self-starter with a competitive mindset
Organized and reliable with attention to detail
Comfortable working in a fast-paced environment
Previous sales, retail, or customer service experience is a plus-but not required
What We Offer:
$18-$26 per hour base pay + commission + weekly bonuses
Opportunities for fast-track promotions and leadership roles
A supportive, team-driven environment focused on personal and professional development
Flexible full-time schedule
At Golden Eye Innovations, we're more than just a sales team-we're a launchpad for growth. Here, you'll find real opportunities to develop your skills, lead others, and make a lasting impact as you grow with us.
If you're ready to start a meaningful career in sales with mentorship, upward mobility, and a strong team culture, apply now on LinkedIn. We're excited to meet you.
Reliable transportation is required, as you'll be working across various retail locations in the area. This is not a door-to-door position-this is an hourly paid sales role with steady work, clear structure, and room to grow.
Technology Investment Banking - Vice President, Software (Menlo Park, CA)
Finance service representative job in Menlo Park, CA
Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions.
Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively.
Qualifications:
6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors
Experience in the software industry is strongly preferred, but not required
Strong written and verbal communication, client and interpersonal skills
Commercial instinct and ability to perform under pressure and tight deadlines
Bachelor's degree is required; an MBA and/or CFA designation would be an asset
Series licensed or must obtain
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyTechnology Investment Banking - Vice President, Software (Menlo Park, CA)
Finance service representative job in Menlo Park, CA
Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions.
Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively.
Qualifications:
6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors
Experience in the software industry is strongly preferred, but not required
Strong written and verbal communication, client and interpersonal skills
Commercial instinct and ability to perform under pressure and tight deadlines
Bachelor's degree is required; an MBA and/or CFA designation would be an asset
Series licensed or must obtain
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyInvestment Banker - Pharma/BioTech - Vice President
Finance service representative job in San Francisco, CA
We are seeking a seasoned Vice President to join our industry-leading team.
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and developing new business opportunities with existing clients under coverage, while exploring new business opportunities with new clients.
Job Responsibilities
Working with the financial solutions and execution teams to advise clients on integrated financial solutions including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises
Following up and coordinating all deals and requests from clients and coordinate with the Financial Solutions, execution and other internal teams, as well as external professional consultants
Providing timely market information
Participating in business and company events to identify new business opportunities and pitch for new clients
Leading and/or participating in execution meetings with support of execution/product partners, as circumstances may require
Required qualifications, capabilities, and skills
6 years prior work experience in an investment banking front office role
Bachelor's degree in Finance, Accounting, Business Administration, or other related field
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Auto-ApplyInterested in a future role?
Finance service representative job in Sunnyvale, CA
About the Team:
Born at X, Google's Moonshot Factory, Taara is on a mission to connect billions of people lacking abundant and affordable internet today by pioneering the way we use light to deliver faster, cheaper, more reliable connectivity. Lead the charge in bringing our groundbreaking wireless optical communication and photonics chip technologies to the world. Drive our growth story as we scale innovative solutions across the world. Join us to light the way for bridging the digital divide and illuminating the future.
Don't see a current role that is a fit? Please apply here.
Auto-ApplyPart Time Associate Banker Diablo Hills (30 Hours)
Finance service representative job in Walnut Creek, CA
JobID: 210629109 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Walnut Creek,CA $25.00-$30.48 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyPersonal Banking Associate (Full time)- Sorel- Tracy
Finance service representative job in Tracy, CA
Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 43 900$/$43,900 - 58 600$/$58,600 CAD 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.
:
Department Overview:
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.
Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.
Job Description:
Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking aPersonal Banking Associatefor our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it takes?
In this role, a typical day may look like:
* Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
* Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters
* Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking
* Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
* Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
* Participate in the timely and accurate completion of business processes and procedures
* Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics
* Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives
Job Requirements:
* High School diploma and/or 1+ years of relevant experience
* Investment Funds Canada (IFC) or equivalent - post-appointment within 6 months
* Post-Secondary or Undergraduate degree (in related field) preferred
* Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
* Knowledge of banking solutions and processes to advise customers
* A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
* A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities
* A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
#LI-Retail
#IN-Retail
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. 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.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
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
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
Language Requirement (Quebec only):
Sans Objet
Auto-ApplyInvestment Banking Vice President, Technology - San Francisco
Finance service representative job in San Francisco, CA
We are passionate about our business and our culture, and are seeking individuals with that same drive.
We are seeking an experienced Vice President to join our Technology team in San Francisco.
Primary Responsibilities:
Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations
Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections
Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services
Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector
Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing
Required Skills & Experience:
Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level
Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector
Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills
Ability to effectively adapt to and address changing client and firm needs
Education:
An MBA from a top-tier business school or equivalent investment banking experience
Five or more years of relevant work experience
Expected Salary: $250,000 USD
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
religion, color, sex (including pregnancy
and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Auto-ApplyArchitectural Sales Representative
Finance service representative job in San Jose, CA
Carlisle Weatherproofing Technologies (CWT) is a leading supplier of building envelope solutions that effectively drive energy efficiency and sustainability in commercial and residential applications. We are looking for an Architectural Sales Representative located in our Northern California market.
Job Summary:
This position is responsible for driving demand for Building Envelope Systems solutions from the Architects, Engineers and Consultants (AEC community) through the value chain in conjunction with the Technical Sales team to project close in order to capture maximum value from the customers. This is accomplished by following a sales process that is project centric beginning in the design phase and results. The ideal candidate will have a building science and construction background, with a minimum of three years of relevant experience in the industry.
Duties and Responsibilities:
Ability to rapidly grow institutional and commercial sales and achieve year over year growth.
Persuade design/architectural community on the value propositions for BES.
Ownership of the ‘spec-to-ship' process, interfacing closely with the architectural and consulting community to drive a higher level of specified sales for both new construction and restoration.
Manage relationships throughout multiple levels of the construction process (Architect, Engineer, Consultant and Owner) to ensure our value proposition is clearly understood and leveraged.
Disciplined approach to market segmentation and time management
Interfacing closely with key customers to strengthen and grow existing relationships, while also driving significant prospecting initiatives to generate new customer relationships.
Recording and actively tracking opportunities using our CRM and sharing timely opportunities with other members of the Technical Sales team will be an important part of the role.
Other duties as assigned.
Cosmeceuticals Sales Representative
Finance service representative job in San Jose, CA
Seeking an experienced skin care sales representative selling to dermatologists and plastic surgeons in the (San Francisco County Area). We offer an attractive compensation structure consisting of base salary plus commission. The ideal candidate must have an entrepreneurial spirit and be highly motivated to generate leads and growth in the territory.
Qualified representatives earnings can exceed $500K yearly.
REQUIREMENTS:
Strong skincare knowledge required including a basic knowledge of organic chemistry
3 years minimum direct-to-physician (dermatologist & plastic surgeon) sales experience
Excellent knowledge and relationships with Dermatologists/Plastic Surgeons in territory
Strong negotiation and consultative sales skills
Ability to analyze sales data, industry trends, and manage territory to effectively maintain and grow business.
Valid driver's license, car, and the ability to travel to customers and prospects.
Proficient in Excel, Word, and PowerPoint
B.A. or B.S. degree preferred.
RESPONSIBILITIES:
Identify potential customers through networking and lead generation.
Learn product knowledge and procedures quickly.
Arrange meetings with potential and existing customers to present Young Pharmaceuticals product line.
Work with physicians to grow their practice via marketing promotions.
Build and develop on-going professional relationships with both new and existing customers.
Enter sales orders for processing.
Provide product demos to qualified prospects.
Attend various trade shows, sales meetings, and national and regional conferences.
Investment Banker - Healthcare (MedTech) - Vice President
Finance service representative job in San Francisco, CA
As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
Acting as the primary day-to-day client point of contact and lead banker on deals
Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
Refining marketing/execution materials for maximum client impact
Overseeing the creation of financial projection models
Identifying and managing all risks in a given deal
Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
Prior VP level experience in Healthcare Investment Banking
Experience in training junior bankers
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Auto-ApplyPart Time Associate Banker Contra Costa South (30 Hours)
Finance service representative job in Richmond, CA
JobID: 210628978 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Richmond,CA $25.00-$30.48 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyCosmeceuticals Sales Representative
Finance service representative job in San Francisco, CA
Seeking an experienced skin care sales representative selling to dermatologists and plastic surgeons in the (San Francisco County Area). We offer an attractive compensation structure consisting of base salary plus commission. The ideal candidate must have an entrepreneurial spirit and be highly motivated to generate leads and growth in the territory.
Qualified representatives earnings can exceed $500K yearly.
REQUIREMENTS:
Strong skincare knowledge required including a basic knowledge of organic chemistry
3 years minimum direct-to-physician (dermatologist & plastic surgeon) sales experience
Excellent knowledge and relationships with Dermatologists/Plastic Surgeons in territory
Strong negotiation and consultative sales skills
Ability to analyze sales data, industry trends, and manage territory to effectively maintain and grow business.
Valid driver's license, car, and the ability to travel to customers and prospects.
Proficient in Excel, Word, and PowerPoint
B.A. or B.S. degree preferred.
RESPONSIBILITIES:
Identify potential customers through networking and lead generation.
Learn product knowledge and procedures quickly.
Arrange meetings with potential and existing customers to present Young Pharmaceuticals product line.
Work with physicians to grow their practice via marketing promotions.
Build and develop on-going professional relationships with both new and existing customers.
Enter sales orders for processing.
Provide product demos to qualified prospects.
Attend various trade shows, sales meetings, and national and regional conferences.
Architectural Sales Representative
Finance service representative job in San Francisco, CA
Carlisle Weatherproofing Technologies (CWT) is a leading supplier of building envelope solutions that effectively drive energy efficiency and sustainability in commercial and residential applications. We are looking for an Architectural Sales Representative located in our Northern California market.
Job Summary:
This position is responsible for driving demand for Building Envelope Systems solutions from the Architects, Engineers and Consultants (AEC community) through the value chain in conjunction with the Technical Sales team to project close in order to capture maximum value from the customers. This is accomplished by following a sales process that is project centric beginning in the design phase and results. The ideal candidate will have a building science and construction background, with a minimum of three years of relevant experience in the industry.
Duties and Responsibilities:
Ability to rapidly grow institutional and commercial sales and achieve year over year growth.
Persuade design/architectural community on the value propositions for BES.
Ownership of the ‘spec-to-ship' process, interfacing closely with the architectural and consulting community to drive a higher level of specified sales for both new construction and restoration.
Manage relationships throughout multiple levels of the construction process (Architect, Engineer, Consultant and Owner) to ensure our value proposition is clearly understood and leveraged.
Disciplined approach to market segmentation and time management
Interfacing closely with key customers to strengthen and grow existing relationships, while also driving significant prospecting initiatives to generate new customer relationships.
Recording and actively tracking opportunities using our CRM and sharing timely opportunities with other members of the Technical Sales team will be an important part of the role.
Other duties as assigned.