Finance service representative jobs in Somersworth, NH - 1,174 jobs
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DOT Compliance Coordinator / Customer Service Rep
Lallemand
Finance service representative job in Suncook, NH
DOT Coordinator is responsible to work with employees to ensure they are in compliance with all local and federal state laws and regulations along with company policies. Coordinates the preparation and completion of regulatory and compliance documents.
Responsible for driver training and skill assessment to include on-boarding training and orientation, remedial training, and maintaining compliance with DOT and FMCSA regulations.
The position assists in ensuring we maintain our reputable safety scores.
The position will also be responsible for maintaining compliant files and records and efficient use of Hours of Service.
$29k-37k yearly est. 2d ago
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Customer Service Representative
Masis Staffing Solutions 3.7
Finance service representative job in Concord, NH
Masis Staffing Solutions is assisting a well-established local manufacturing company in Concord, NH in the search for a Customer ServiceRepresentative. This is an excellent opportunity for someone with strong customer service and coordination skills who enjoys working in a fast-paced, team-oriented manufacturing environment supporting orders from initial quotation through final shipment.
Schedule: 1st Shift | Mon-Fri, 8:00 AM-4:30 PM
Pay: $23/hour based on experience
What You'll Do
Reporting to the Plant Manager, the Customer ServiceRepresentative will:
Serve as the main liaison between customers, Sales/Application Engineers, production, and logistics teams
Prepare customer quotations, review purchase orders, verify data sheets, and create factory orders for production
Communicate order status updates to customers and internal stakeholders throughout the production lifecycle
Enter, track, and maintain job and order data in Pointman (SAP/ERP system) and sales registers
Coordinate trucking and shipments; track deliveries and proof of delivery as needed
Assist customers and sales engineers with material and compound selection
Maintain requested and estimated ship dates to support inventory planning
Handle customer complaints, returns, and allowances with professionalism and sound judgment
Prepare customs documentation for Canadian shipments when required
Send customer satisfaction surveys and track responses to address concerns
Collaborate closely with Sales, Planning, Warehouse, and other internal departments
What We're Looking For
High School Diploma or GED required
Strong verbal and written communication skills in English
Excellent attention to detail and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Comfortable working with data, order tracking, and ERP systems
Customer-focused mindset with problem-solving ability
$23 hourly 2d ago
Citizens Banker
Citizens 2.9
Finance service representative job in Hampton, NH
Starting Salary: $24.50 / hour and up
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.
What you'll do
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
Meaningful work & relationships
- You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
Commitment to community
- Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling
- See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits
- Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience
1 year cash handling experience
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and may include weekends and evenings
Pay Transparency
The salary range for this position is $25.92 - $28.18 per hour, plus an opportunity to earn additional incentive earning. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$25.9-28.2 hourly Auto-Apply 2d ago
Environmental Services Associate I
Massachusetts Eye and Ear Infirmary 4.4
Finance service representative job in Dover, NH
Site: Wentworth-Douglass Hospital
Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-performing teams drive groundbreaking medical discoveries and invite all applicants to join us and experience what it means to be part of Mass General Brigham.
Job Summary
Summary
Responsible for the safety and cleanliness of a hospital or other healthcare facility.
Does this position require Patient Care?
No
Essential Functions
-Sweeps, mops, waxes, strips, and polishes floors; vacuum and shampoo carpets.
-Dusts and polishes furniture, woodwork, fixtures, and equipment.
-Washes walls, ceilings, woodwork, door panels, windows, sills, blinds, and door glass.
-Empties, cleans, and sanitizes waste receptacles in assigned areas.
-Cleans and sanitizes restroom facilities and fixtures as assigned including sinks, urinals, toilets, mirrors, walls and drinking fountains; replenish restroom supplies as needed.
-Picks up debris around building.
-Operates and controls high and low speed stripping/buffing machines.
-Sets up tables, chairs, and equipment in a variety of settings for special events and normal hospital activities.
-Identifies and reports building maintenance needs in assigned buildings and facilities.
Qualifications
Education High School Diploma or Equivalent preferred Can this role accept experience in lieu of a degree? No Licenses and Credentials Experience Experience working with the cleaning equipment and chemicals used in hospitals and healthcare centers 2-3 years required Knowledge, Skills and Abilities - Strong organization skills with attention to detail and accuracy. - Ability to work independently but also be a team player. - Good communication and comprehension skills.
Additional Job Details (if applicable)
Physical Requirements
Standing Frequently (34-66%)
Walking Frequently (34-66%)
Sitting Occasionally (3-33%)
Lifting Occasionally (3-33%) 35lbs+ (w/assisted device)
Carrying Occasionally (3-33%) 35lbs+ (w/assisted device)
Pushing Occasionally (3-33%)
Pulling Occasionally (3-33%)
Climbing Occasionally (3-33%)
Balancing Frequently (34-66%)
Stooping Occasionally (3-33%)
Kneeling Occasionally (3-33%)
Crouching Occasionally (3-33%)
Crawling Occasionally (3-33%)
Reaching Occasionally (3-33%)
Gross Manipulation (Handling) Frequently (34-66%)
Fine Manipulation (Fingering) Frequently (34-66%)
Feeling Constantly (67-100%)
Foot Use Rarely (Less than 2%)
Vision - Far Constantly (67-100%)
Vision - Near Constantly (67-100%)
Talking Constantly (67-100%)
Hearing Constantly (67-100%)
Remote Type
Onsite
Work Location
789 Central Avenue
Scheduled Weekly Hours
40
Employee Type
Regular
Work Shift
Day (United States of America)
Pay Range
$17.36 - $20.41/Hourly
Grade
1
At Mass General Brigham, we believe in recognizing and rewarding the unique value each team member brings to our organization. Our approach to determining base pay is comprehensive, and any offer extended will take into account your skills, relevant experience if applicable, education, certifications and other essential factors. The base pay information provided offers an estimate based on the minimum job qualifications; however, it does not encompass all elements contributing to your total compensation package. In addition to competitive base pay, we offer comprehensive benefits, career advancement opportunities, differentials, premiums and bonuses as applicable and recognition programs designed to celebrate your contributions and support your professional growth. We invite you to apply, and our Talent Acquisition team will provide an overview of your potential compensation and benefits package.
EEO Statement:
Wentworth-Douglass Hospital is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, national origin, sex, age, gender identity, disability, sexual orientation, military service, genetic information, and/or other status protected under law. We will ensure that all individuals with a disability are provided a reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. To ensure reasonable accommodation for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Veteran's Readjustment Act of 1974, and Title I of the Americans with Disabilities Act of 1990, applicants who require accommodation in the job application process may contact Human Resources at **************.
Mass General Brigham Competency Framework
At Mass General Brigham, our competency framework defines what effective leadership “looks like” by specifying which behaviors are most critical for successful performance at each job level. The framework is comprised of ten competencies (half People-Focused, half Performance-Focused) and are defined by observable and measurable skills and behaviors that contribute to workplace effectiveness and career success. These competencies are used to evaluate performance, make hiring decisions, identify development needs, mobilize employees across our system, and establish a strong talent pipeline.
$17.4-20.4 hourly Auto-Apply 31d ago
Commodity Trader
Seaboard International Forest Products
Finance service representative job in Nashua, NH
We are seeking candidates who possess an entrepreneurial spirit and have the ability to build long-term mutually beneficial relationships. Our business has no size limitations and offers you the thrill of a start-up with the financial stability of an established industry leader.
As a Commodity Lumber Trader, you will…
Provide value to customers by feeding them information on the market pricing, and product availability.
Actively join forces with your partners on our trading floor.
Unearth deals from your suppliers.
Get a charge out of existing relationships and prospect for new business with energy.
Manage your open orders with single-minded devotion to detail.
Enjoy lively and dynamic conversations.
You Must Be…
The best or be working to get there.
Gregarious, you've never met a stranger.
Book-smart or street-smart, but brilliant is okay too.
Focused, you never take your eye off the ball.
Persistent, hard-working, honest, accountable, and you must love your mother (we don't require a note).
Fun-loving
Not For you if…
You get hurt feelings when customers tell you ‘no'.
You are average, grumpy, boring or complacent.
Technology gives you a headache.
You like earnings capped.
At Seaboard you will play an active role in enhancing our leadership culture by joining a group of innovative women and men with the drive to be the best in their profession. You and your partners on the trading floor provide fast-paced market information and product to buyers across North America and around the globe.
Learn the renewable resource trade of commodity forest products through our extensive training program and develop a career that will enable you to reach your personal financial goals while making a meaningful positive impact on others.
For forty years we have celebrated our people - Seaboard's greatest asset.
$94k-162k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
MacOm 4.5
Finance service representative job in Lowell, MA
MACOM designs and manufactures semiconductor products for Data Center, Telecommunication and Industrial and Defense applications. Headquartered in Lowell, Massachusetts, MACOM has design centers and sales offices throughout North America, Europe and Asia. MACOM is certified to the ISO9001 international quality standard and ISO14001 environmental management standard.
MACOM has more than 65 years of application expertise with multiple design centers, Si, GaAs and InP fabrication, manufacturing, assembly and test, and operational facilities throughout North America, Europe, and Asia. Click here to view our facilities. In addition, MACOM offers foundry services that represents a key core competency within our business.
MACOM sells and distributes products globally via a sales channel comprised of a direct field sales force, authorized sales representatives and leading industry distributors. Our sales team is trained across all of our products to give our customers insights into our entire portfolio.
Customer ServiceRepresentative
Job Description:
A MACOM Customer ServiceRepresentative is the primary liaison between our customers, sales team and product lines. Primarily responsible for order management with a high degree of accuracy. Also expected to work with other departments to resolve various customer problems/issues.
Primary Responsibilities:
* Provide accurate and complete response to high volume of incoming customer service inquiries
* Order Entry/Management - new orders, return orders, sample orders, credits, debits
* Maintain backlog to reflect customer requirements, manage all expedite requests
* Handle customer complaints and/or elevate when necessary.
* Coordinate with various other departments to solve problems
* Exercises good judgment within defined practices and procedures to determine appropriate action.
* Build relationships and trust though out the company and with customers.
Job Qualifications:
* Strong data entry, repetitive task and attention to detail
* Desire to learn
* Ability to work well in a team environment
* Customer orientation, ability to adapt to different personality types
* Strong computer skills
* Good verbal and written communication
* Ability to multi-task, and manage time effectively
* Proficiency with MS Office Suite
* High school diploma
Other Special Skills:
* SAP - preferred
EEO:
MACOM is an Equal Opportunity Employer committed to a diverse workforce. MACOM will not discriminate against any worker or job applicant on the basis of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, military service, marital status, or any other category protected under applicable law.
Reasonable Accommodation:
MACOM is committed to working with and providing reasonable accommodations to qualified individuals with physical and mental disabilities. If you have a disability and are in need of a reasonable accommodation with respect to any part of the application process please call *************** or email HR_*************. Provide your name, phone number and the position title and location in which you are interested, and nature of accommodation needed, and we will get back to you. We also work with current employees who request or need reasonable accommodation in order to perform the essential functions of their jobs.
$30k-39k yearly est. 60d+ ago
Part Time (20 Hours) Associate Banker, Downtown Manchester, Manchester, NH
JPMC
Finance service representative job in Manchester, NH
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.
$63k-125k yearly est. Auto-Apply 60d+ ago
Customer Service Support Representative
Mindlance 4.6
Finance service representative job in Portsmouth, NH
Position will require candidates to answer inbound calls, resolving billing issues, collecting outstanding balances, and processing patient correspondence. Calls will be coming from patients, doctors, and insurance companies to answer questions and resolve billing issues & inquiries. Will be collecting electronic payments, updating claims/denials, updating insurance info, discussing outstanding balances and offering payment options/plans.
Additional Information
Thanks & Regards'
For any queries please call me @ ************.
$30k-36k yearly est. 3d ago
Financial Service Advisor
Arcadia Financial Group
Finance service representative job in Manchester, NH
About Arcadia Financial
At Arcadia Financial, we are redefining financialservices by helping clients fearlessly live every day like its Saturday. Our world-class, five-star firm caters to the millionaire next door, providing expert financial guidance with a personalized approach. If you're passionate about empowering clients to achieve financial freedom and thrive in a dynamic, growth-oriented environment, wed love to meet you.
Job Summary
As a Financial Advisor at Arcadia Financial, you will play a critical role in guiding clients toward financial success. You will develop personalized financial plans, provide strategic investment advice, and build long-term relationships that foster trust and financial growth. You will collaborate closely with our tax and estate planning teams to ensure holistic financial solutions that align with clients' long-term objectives. This is not a sales role; you will be responsible for managing and growing an established portion of an already existing book of business.
This job is base salary plus commission
Key Responsibilities
Develop Comprehensive Financial Plans: Create customized financial strategies tailored to clients unique needs, goals, and risk tolerance, incorporating investment, retirement, tax, and estate planning components.
Provide Holistic Investment and Wealth Management Advice: Recommend diversified investment portfolios, asset allocation strategies, and risk management approaches that align with clients financial aspirations and life stages.
Enhance the Client Experience Through Proactive Engagement: Build and maintain strong client relationships through regular strategy meetings, financial check-ins, and personalized communication to ensure evolving needs are met.
Collaborate with Tax and Estate Planning Teams: Work closely with in-house tax professionals, estate planners, and legal advisors to deliver integrated financial solutions, including tax-efficient investment strategies, wealth transfer planning, and legacy preservation.
Monitor Market Trends and Financial Regulations: Stay ahead of market developments, regulatory updates, and industry best practices to provide clients with the most relevant and strategic financial guidance.
Ensure Compliance and Ethical Standards: Uphold all industry regulations, internal compliance policies, and ethical standards to safeguard clients' interests and financial well-being.
Collaborate Across Internal Teams: Partner with investment analysts, financial planners, and client service associates to deliver seamless, high-quality financial solutions that address every aspect of a clients financial journey.
Qualifications
Bachelors degree in Finance, Business, Economics, or a related field.
Certified Financial Planner (CFP) or similar certification preferred but not required.
Series 65 certification required.
5+ years of experience in financial advising, wealth management, or a related role. This is not an entry level advisor position - experience required.
Strong analytical and problem-solving skills with a deep understanding of financial products and markets.
Excellent interpersonal, communication, and presentation skills.
Proficiency in financial planning software and CRM tools.
Ability to work independently while contributing to a collaborative team environment.
Compensation Structure:
Hybrid compensation model. Base salary depending on experience up to $120,000. Plus commission on AUM and Insurance.
Arcadia Financial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.
$120k yearly 8d ago
Financial Service Representative/FT Onsite/Manchester
Triangle Credit Union 3.8
Finance service representative job in Manchester, NH
Job DescriptionRole: To assist members and potential members with their Credit Union needs directly and through other FinancialServiceRepresentatives; provides expertise with respect to more complex Credit Union services; such as IRAs, certificates of deposit, electronic funds transfer, home banking, and lending etc.; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people with their consumer lending needs; process consumer loans from start to finish.
Essential Functions & Responsibilities:
- Welcomes Members and completes transactions within a reasonable period of time, with accuracy and while equally sharing workload with other FSR's; while embracing and using the "Service Strategies" concepts. Opening accounts for new members and working to identify their perceived and unperceived needs, while maintaining absolute confidentiality in regard to internal and/or external member information.- Remain current in regards to Products and Services by reviewing information provided. Seeking answers about such Products and Services by participating in on-going training. Using the knowledge of Triangle's products, services, and knowledge of operations, to maintain and grow the membership by applying sales strategies and lead to increased member loyalty through the use of both Service and Sales Strategies. Meet annual sales goals and maintain absolute confidentiality regarding member information.- Interviewing applicants to secure data for completing a loan application and work towards closing loans. Input a consumer loan application, on your own, and close on a loan with supervision. Answer basic questions.- Respond to all telephone and/or E-mail correspondences on the same day as they are received.- Complete IRA and CD transactions; handling "teller transactions", as part of working with the members to satisfy their needs.- Assures that appropriate records are maintained and required reports are prepared.
- Performs other related duties, as assigned.
Knowledge and Skills:
Experience
Previous Member/Customer Service or FinancialService Experience, required
Cash Handling Experience, required
Previous Lending Experience, is a plus
Education
A high school education or GED
Post-secondary education, desired
Interpersonal SkillsWork involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills
* Sales Acumen
* Strong Computer Skills
* Good Communication Skills
* Detailed Oriented
* Ability to Multi-task
* Problem Solving Skills, essential
* Organizational Skills
* Attention to Details
* Basic Math Skills
* Ability to work independently and part of a team
Physical Requirements* Ability to sit for long extended periods of time
* Ability to bend, twist, squat and reach
Work EnvironmentMember facing/Fast Paced/Team Oriented
Triangle Credit Union is proud to be an Affirmative Action/Equal Opportunity Employer. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited to use the online application process, you may contact the Human Resources Department at ************ for other options to apply.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
$41k-52k yearly est. 29d ago
Associate Financial Services Representative
Unum 4.4
Finance service representative job in Portland, ME
When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
Award-winning culture
Inclusion and diversity as a priority
Performance Based Incentive Plans
Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
Generous PTO (including paid time to volunteer!)
Up to 9.5% 401(k) employer contribution
Mental health support
Career advancement opportunities
Student loan repayment options
Tuition reimbursement
Flexible work environments
*All the benefits listed above are subject to the terms of their individual Plans
.
And that's just the beginning…
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
General Summary:General Summary:
This position is an entry level position within the Financial Recovery Unit (FRU). The incumbent is responsible for communicating a previously calculated overpayment or completing simple overpayment calculations from the available file information. When the overpayment has been determined and the file documented, the incumbent works directly with the claimant, advocate or employer, primarily on the phone, to ensure that overpayments are recovered timely and in accordance with the specific policy language.
This is a highly goal-oriented role; the incumbent is responsible for significantly contributing to the unit's overall recovery results.
The file complexity is restricted in scope and the incumbent will be expected to effectively administer and recover overpayments on multiple products and systems (Group STD, Life, and VB - Unum and Colonial) and may be expanded based upon department needs.
Principal Duties and Responsibilities
Analyze content of claim file and obtain the necessary financial and benefit information (that may not be immediately apparent) from colleagues, customers, and external resources to determine appropriate course of action on each file.
Consistently communicates, handles overpayment calculations and manages a caseload of claims with limited complexity, demonstrating a solid technical ability necessary to administer overpayment claims across multiple products and system applications.
Negotiates and binds the Company with respect to decisions made regarding appropriateness of pursuing overpayments (generally lower amounts than the FinancialServicesRepresentative (FSR) role.)
Thoroughly and accurately documents and codes FRU actions in claim and legacy systems with supporting rationale for actions and next steps.
Secures a professional relationship with the claimant and/or employer, provides excellent customer service, demonstrates empathy, and remains open to new information. Provides prompt, accurate, and courteous responses to customers to promote the Unum brand.
Partners with Lead FSRs by reviewing team worklists to ensure workloads are appropriately assigned. Participates in special projects and other assignments as needed.
This position may also include some administrative duties in support of the team.
Job Specifications
College degree preferred or equivalent work experience
Demonstrates computer literacy and/or working knowledge of various claim systems (i.e., BAS, Colonial & NaviLink)
Solid mathematical, oral, and written communication, and interpersonal skills
Strong service and quality orientation
Demonstrates efficiency in time management and ability to multi-task goals and priorities
Ability to work with others in a highly collaborative team environment
Self-motivated in a goal oriented environment
Adaptable to change
Ability to manage worklist effectively with quality while able to multi-task
Solid negotiation skills
Able to deal with conflict effectively and professionally
#LI-BK1
~IN2
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.
$36,000.00-$68,000.00
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum
$36k-68k yearly Auto-Apply 5d ago
in-office CSR w/ Plumbing, HVAC exp
Super Service Today 3.8
Finance service representative job in Danvers, MA
Grow your career, receive competitive benefits, and work with a team who, from the top down, prides itself on being a close-knit community. If you like making a difference in the lives of customers, Super Service Today is the perfect place for you.
We offer a broad range of paid opportunities, including development and training programs, ongoing personal growth, and competitive pay, that give you the chance to reach your full potential. We take great pride in empowering our people through constant learning, not just in the skills of the trade, but in leadership, in sales and the life lessons that help them show up as their best selves, every single day, for their family, their coworkers, and their customers.
If this sounds like you, and you're ready to be part of an awesome team, engage, and learn every day, then take the next step because we'd love to get to know you. Join us today and let's make a difference together!
What We Offer:
Plenty of advancement opportunities
Paid training (huge personal development opportunity)
Growth opportunities
Paid holidays and vacations (for FT)
Medical/Dental/Vision (for FT)
Your birthday is paid
Your Skill Set:
You love to serve and help others
Strong communication skills
Strong organizational skills
You enjoy challenging yourself to be better
You are eager to learn and have a desire to be cross-trained so you can become a greater asset to our growing company
You are willing to be coached by experience mentors
What the Job Entails:
Answer inbound phone calls and book appointments for our customers
Place outbound phone calls to convert marketing leads into customers
Be a team player and help out wherever it is necessary
Be willing to learn, grow and take on more responsibilities
You understand the importance of serving others (your team members and our clients)
$34k-41k yearly est. 60d+ ago
Part Time Associate Banker Jacksonville North Savannah (30 Hours)
Jpmorgan Chase 4.8
Finance service representative job in Concord, NH
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$27k-73k yearly est. 26d ago
Banking Associate - Part Time 20 Hour - Alton
TD Bank 4.5
Finance service representative job in Alton, NH
Alton, New Hampshire, United States of America **Hours:** 20 **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 6d ago
Banking Associate - Part Time 30 Hour - 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 14d ago
Customer Service Representative
Amerivet 3.6
Finance service representative job in Ashland, NH
Customer Service Rep -NLVH
At AmeriVet, your well-being, your loved ones, and your future are our top priorities. This commitment is reflected in the comprehensive range of benefits we offer, including:
• Comprehensive medical, dental, and vision insurance
• 401(k) matching
• Generous holidays and paid time off
• Career development programs
• Robust health and wellness initiatives
• Employee referral bonus programs and much more!
AmeriVet takes pride in embracing the uniqueness and diversity that every team member, pet owner, and pet brings to our community. Our unwavering dedication revolves around nurturing a culture of diversity, equity, and inclusion, where each team member not only feels a strong sense of belonging, but is also empowered to thrive.
$28k-35k yearly est. Auto-Apply 60d+ ago
Financial Services Representative (Danvers, MA)
Brightbridge Credit Union
Finance service representative job in Danvers, MA
Job Description
Join Our Team as a FinancialServiceRepresentative Location: Danvers, MA | Full-Time
Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at BrightBridge? We're looking for a FinancialServiceRepresentative to serve our Danvers members, with the ability to travel to other branches as needed. In this role, you will deliver accurate, complete, and comprehensive in-person and digital service, assist with loan processing, and deepen member relationships through personalized support and product recommendations. If you're looking to start or continue your career in banking with a team that values your contributions, we'd love to meet you!
Why You'll Love Working Here
A collaborative team culture where your contributions matter
Ongoing training and career development opportunities
Competitive pay, benefits, and the chance to grow with a supportive organization
The satisfaction of making a real difference in your community every day
What You'll Be Doing (Your Responsibilities)
Maintains a working knowledge of all products and services offered by the Credit Union.
Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience. Focused on relationship deepening by creating member interest in additional products and services.
Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution.
Maintains a working knowledge of all products and services offered by the Credit Union including but not limited to periodic promotional offerings.
Maintains a working knowledge of all electronic delivery channels in order to assist members with access and use of online banking, bill pay and the mobile application.
Originates and closes all loan types via direct member contact, telephone, mail and fax applications. Uses loan processing system to create approved documents for funding and disbursement. Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail. Demonstrates full knowledge of applicable state and federal regulations and laws.
Performs all the duties and functions for the ATM/Debit card issuance, including all new, reissues, and maintenance on the system.
Promotes, refers and sells additional third party products as determined by the Credit Union.
Function as a Membership Officer in the Branch, as approved by the Board of Directors.
Handles opening and closing of all account types and completes all proper documentation.
Cross trains on all teller line functions to provide backup assistance in this area when deemed necessary by the Branch Manager.
Assists Call Center with resolution of member issues on a daily basis.
Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures.
Fills in at other branches as requested.
What We're Looking For (Your Qualifications)
Minimum of high school diploma or equivalent is required.
Minimum of two years Customer Service experience preferably in a financial institution.
Strong interpersonal, written/verbal communication and organization skills required.
Demonstrated ability to deal effectively with members and staff is essential.
Experience with personal computers in a windows environment including Outlook, Excel and Word.
Flexibility of work hours and proven reliability/dependability required.
Must be able to handle multiple tasks effectively and accurately.
Must have excellent cross-selling and problem solving skills.
Must possess a professional and positive attitude and image to all of our members, at all times.
Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).
$25k-46k yearly est. 2d ago
Customer Service Representative
Us Tech Solutions 4.4
Finance service representative job in Tewksbury, MA
+ Responsible for providing front line support for internal and external customers regarding quality and regulatory related inquiries and issues, and act as liaison between customers and other departments and functions.Responsible for supporting the projects and ongoing processes associated with Quality and Regulatory Services (QRS)
+ First level triage of customer complaints and QRS email queue. Sort incoming emails quickly, identify duplicates, assign to relevant functions, identifying and escalating urgent quality and regulatory issues as needed according to QRS guidelines
+ Escalate key customer and urgent inquiries to the correct department as needed on demand according to QRS guidelines
+ Work with customers and internal departments (Quality, Regulatory, Sales, Business Operations, Scientific Support, Customer Service) to ensure customer satisfaction
+ Work with cross functional teams including Scientific Support, Marketing/Communications, Business Operations, Sales, Quality and Regulatory, Customer Service on continuous improvement projects to delight our customers
+ Daily priorities as well as timely positive professional communications to external customers, business colleagues and teams
+ Work targets and schedules are met
+ QRS guidelines and policies are followed, including use of email templates for customer communication
+ Effectively, positively & professionally interact with internal and external customers
+ Demonstrates cooperative daily positive interactions with Customer Service, Quality and Regulatory, Supply Chain, Scientific Support, Sales and Business Operations teams regarding distributors and customers' needs / requests
+ Able to appropriately determine which inquiries and issues should be escalated, and follow escalation paths as defined by QRS procedures
**Experience:**
+ At least 2-4 years of work experience in a customer facing role
+ Demonstrated capacity for handling time sensitive varying customer requests and prioritizing/escalating tasks accordingly
+ Skilled in all Microsoft Office applications. Ability to quickly learn and adapt to new systems.
+ Customer facing, manufacturing and/or Quality/Regulatory experience in medical device and/or clinical industries
+ Demonstrated knowledge of quality and regulatory practices strongly encouraged Courteous, articulate and professional oral and written communication skills
+ Knowledgeable in use of ETQ, Sharepoint, salesforce.com and PeopleSoft
**Skills:**
+ Ability to work under pressure while maintaining professional and positive composure
+ Ability to apply good judgment and business acumen
+ Desire to anticipate, meet and exceed the expectations and needs of our customers
+ Positive attitude and outlook
+ Proven track record of positive customer interaction and teamwork
+ Ability to handle proprietary and delicate situations appropriately, positively and professionally
+ Capability to effectively and professionally communicate with customers and colleagues from various regions and industries
**Education:**
+ HS Diploma/GED or associate's degree minimum required
**About US Tech Solutions:**
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 ************************
US Tech Solutions 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, disability, or status as a protected veteran.
$34k-39k yearly est. 60d+ ago
Customer Service Representative
Copart 4.8
Finance service representative job in Candia, NH
Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology.
The Customer ServiceRepresentative (CSR) provides exceptional customer service to internal and external customers of Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to obtain the release of vehicles that are located at body shops and/or other locations including residences. In addition to other office support functions as needed. The CSR is the face of the Company as they are often the first interaction our customers have with Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. Understanding client needs and offering solutions and support. Position may expand to include Chat and Email Customer Support. Answer and place calls in a professional manner. Measured on call quality -- (Knowledge, level of professionalism, time to place follow-up calls) Focus on a call resolution& use company resources to gather information and offer solutions to meet customer needs. Other duties as assigned.
Required Skills and Experience:
One year of office support experience in a customer service role preferred
High School diploma
Excellent customer service skills and attitude
Excellent written and verbal skills
Proficient with office equipment
Attention to detail
Problem-solving
Computer proficiency - MS Suite
Typing speed 45WPM
Professional appearance
Ability to multi-task in a fast-paced environment
Bilingual skills a plus
Occasional overtime as needed
Pay $20.03 - $22.58 per hour
Benefits Summary:
· Medical/Dental/Vision
· 401k plus a company match
· ESPP - Employee Stock Purchase Plan
· EAP - Employee Assistance Program (no cost to you)
· Vacation & Sick pay
· Paid Company Holidays
· Life and AD&D Insurance
· Discounts
Along with many other employee benefits.
At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully.
E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program:
E-verify Participation
Right to Work
$20-22.6 hourly Auto-Apply 60d+ 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. 1d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Somersworth, NH?
The average finance service representative in Somersworth, NH earns between $23,000 and $72,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Somersworth, NH