Finance service representative jobs in Sparta, NJ - 715 jobs
All
Finance Service Representative
Banker
Banking Associate
Sales Representative
Equity Trader
Customer Service Representative
Service Representative
Finance Service Specialist
Finance Representative
Route Service Representative (4-Day Workweek)
Cintas Corporation 4.4
Finance service representative job in Union, NJ
Apply now
* Apply Now * Start applying with LinkedIn
Start
Please wait...
$33k-38k yearly est. 5d ago
Looking for a job?
Let Zippia find it for you.
Commercial Lines Customer Service Representative
Strategic Insurance Partners-Sip
Finance service representative job in Nutley, NJ
About Us
For more than 100 years, Strategic Insurance Partners (SIP) has been providing Personal and Business Insurance protection that fit your needs. Developing a comprehensive insurance portfolio can be a challenge without guidance from a trusted advisor. At Strategic Insurance Partners, we've been working alongside business owners in New York, New Jersey, and Pennsylvania for more than a century. Instituting extensive insurance expertise, SIP agents take a consultative approach toward identifying risks and proactively reducing the impact of loss through customized coverage. Our management and representatives have developed an atmosphere of trust over the years, which has enabled deeply valued and longstanding relationships with our clients.
Commercial Lines Customer ServiceRepresentative
Responsibilities:
Policy Servicing: Assist the Account Managers with processing Change Requests, Audits, Certificates, and more.
Agency Management System Operation: Work daily in AMS to access policy details and update the accounts for accuracy.
Task Management: Track, follow up and close out service tasks.
Team Collaboration: Partner with Account Managers and/or Account Executives to assist and maintain the retention lists every month, 90 days in advance.
Customer Servicing: Assist the Account Managers with incoming calls when needed.
Qualifications:
Valid New Jersey Property and Casualty License required
Minimum of 2 years of commercial lines insurance experience
Knowledge of insurance products
Proficiency with AMS360 and ImageRight preferred; experience with other agency management systems will be considered
Effective verbal and written communication skills
Excellent organizational skills
Strong multitasking skills, attention to detail, and follow-through discipline
Hours: Monday-Friday, 9:00am-5:00pm
Office Location: 492 Franklin Avenue, Nutley, NJ 07110
Benefits:
Competitive Salary
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
$30k-39k yearly est. 1d ago
Commercial Playground Sales Representative
Picerno-Giordano Construction
Finance service representative job in Kenilworth, NJ
Inside Sales Representative - Playground & Recreational Equipment
Picerno-Giordano Construction, LLC is a New Jersey-based construction and recreational equipment company serving municipalities, schools, parks & recreation departments, and private developments. We are the authorized NJrepresentative for multiple leading playground and site-amenity manufacturers, offering design-build solutions from concept through installation.
We are seeking a motivated Inside Sales Representative to help grow our recreational products division. This is an excellent opportunity for someone who thrives in relationship-based B2B sales, enjoys working with public agencies, and wants to be part of a collaborative, family-run organization.
What You'll Do
Sell and promote commercial playground and recreational equipment, including playgrounds, fitness equipment, safety surfacing, shade structures, shelters, site furnishings, and splash pads
Prospect, network, and build a sales pipeline through activity-based selling
Target and build relationships with municipalities, schools, parks & recreation departments, landscape architects, contractors, and developers
Create product awareness through presentations, meetings, and industry events
Prepare sales quotations and basic layouts/designs with support from our internal team
Maintain consistent communication with clients from design phase through installation and post-sale support
Develop strong product knowledge and become a trusted resource for customers
Within the first year, attend Certified Safety Playground Inspector Class, with the intention to be certified. (Paid by company)
What We're Looking For
Bachelor's degree preferred (experience in lieu of degree considered)
Strong communication and presentation skills
Excellent attention to detail and ability to meet deadlines
Professional, ethical, and customer-focused mindset
Comfortable presenting information verbally and in writing
Ability to speak, read, and write English fluently
Valid U.S. driver's license with a clean driving record
Compensation & Benefits
Competitive base salary + commission structure
Company-paid medical, dental, and vision insurance
Paid time off (PTO)
Mileage reimbursement
Home-office equipment provided (laptop, docking station, monitors)
401(k) plan
Professional development opportunities
Occasional travel for meetings, presentations, and events
Why Picerno-Giordano Construction?
Family-owned, growth-oriented company
Supportive internal team - you are not “on your own”
Meaningful projects that positively impact communities
Long-term opportunity, not a churn-and-burn sales role
📍 Location: New Jersey (Hybrid / Inside Sales)
🕒 Schedule: Full-time
$48k-93k yearly est. 5d ago
Environmental Lab Sales Rep
Alliance Technical Group 4.8
Finance service representative job in Mountainside, NJ
DescriptionThe Environmental Lab Salesperson is responsible for generating new business and managing existing local accounts within the environmental testing sector. This role involves promoting the lab's services, including soil, water, air, and other environmental testing, to a wide range of clients, including environmental/engineering consultants, private companies, and government entities. The salesperson will be responsible for meeting sales targets, understanding clients' needs, and ensuring client satisfaction by coordinating with internal lab teams. Key Responsibilities:
Identify, target, and engage potential clients in a variety of industries.
Build and maintain relationships with clients to drive repeat business.
Develop and implement sales strategies to meet or exceed sales targets and revenue goals.
Understand and communicate the range of environmental testing services offered by the lab.
Collaborate closely with the lab director to provide consultations and technical advice to clients to ensure they select the appropriate tests and services for their projects.
Coordinate with the lab director/project managers on proposals, quotes, and pricing information to clients.
Collaborate with the lab operations team to ensure client needs are met and results are accurate and time
Participate in industry events, trade shows, and networking opportunities to increase the lab's visibility in the market.
Maintain accurate records of all sales activities, including client interactions, and opportunities in the Salesforce CRM system.
Pay Rate
$80,000-$100,000 / annually base + commission
Qualifications:
Bachelor's degree in the Sciences, Business, or a related field.
Minimum of 5 years of experience in sales, preferably in the environmental or laboratory testing industry.
Familiarity with environmental regulations and testing processes is highly desirable.
Skills & Competencies:
Strong communication and interpersonal skills with the ability to build relationships and trust with clients.
Ability to understand and explain technical information related to environmental testing is a plus.
Strong negotiation and closing skills.
Self-motivated and able to work independently.
Proficient in using CRM software and Microsoft Office Suite (Excel, Word, PowerPoint).
Key Benefits Include:
Medical, Dental, and Vision Insurance
Flexible Spending Accounts
401(K) Plan with Competitive Match
Continuing Education and Tuition Assistance
Employer-Sponsored Disability Benefits
Life Insurance
Employee Assistance Program (EAP)
Paid Time Off (PTO), Paid Holidays, & Bonus Floating Holiday (if hired before July 1st)
Profit Sharing or Individual Bonus Programs
Referral Program
Per Diem & Paid Travel
Employee Discount Hub
EEO Commitment: We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, national origin, ethnicity, sex, pregnancy, sexual orientation, gender identity/expression, including transgender identity, religion, disability, age, genetics, active military or veteran status and any other characteristics protected under applicable federal or state law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$80k-100k yearly 4d ago
Proprietary Equity Trader
T3 Trading Group 3.7
Finance service representative job in Westfield, NJ
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$77k-138k yearly est. Easy Apply 60d+ ago
Banking and Debt Restructuring Associate
5 Legal
Finance service representative job in Newark, NJ
Job Description
Top 200 AmLaw firm seeks an associate to join its Banking and Debt Restructuring Practice in their Newark and Philadelphia office.
Qualified candidates must have 2-5 years of commercial real estate experience preferred. The candidate is expected to support the Firm's banking and debt restructuring and real estate practices. Workout/creditors' rights experience is a plus. New Jersey and Pennsylvania Bar admissions and strong academic record required.
$55k-109k yearly est. 27d ago
ESSA Bank, Universal Associate, Full-Time
Essa Bank 3.9
Finance service representative job in Stroudsburg, PA
Description:
Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations.
Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction.
Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level.
Follow all bank policies and operational procedures to ensure security and compliance.
Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
Respect- treat every client and colleague with dignity and respect.
Client Focus- greet customers warmly, listen attentively and provide tailored financial solutions.
Inclusion- embrace diverse perspectives creating a welcoming environment for all.
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
Leadership- show leadership in day-to-day operations by modeling a positive attitude and strong work ethic.
Integrity- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank's standards and values.
Collaboration- work effectively within a team, contribute ideas, and support colleagues.
Volunteerism- actively support and participate in community outreach and volunteer initiatives.
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
Accountability- accurately process transactions in compliance with bank policies and regulatory standards. Effectively manage cash drawer, TCD, TCR, ETM, Vault and coin machine responsibilities. Take ownership of daily job duties.
Innovation- identify opportunities to improve service efficiency or customer experience and suggest creative solutions.
Professionalism- consistently demonstrates courteous behavior, integrity, and a strong work ethic while representing the bank with a polished appearance and clear communication.
POSITION LEVEL(S) EXPECTATIONS (if applicable)
UA I- Open consumer and business deposit accounts
UA II- Ability to uncover and originate consumer loans plus all above duties.
UA III- Maintain current registration with NMLS to originate home equity loans and lines. Uncover and build upon Center of Influence and Networking Opportunities plus all above duties.
UA IV- Maintain current registration with NMLS to originate purchase mortgages plus all above duties.
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.
Requirements:
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted.
LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties.
MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.
REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
This position operates in a professional office environment with considerable time spent standing at a teller pod or sitting at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
Medical, Dental, Vision & Life Insurance
401K with company match
Paid Time Off & Recognized Holidays
Leave policies
Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
Employee Assistance Program
Employee Health & Wellness Program
Special Loan and Deposit Rates
Gradifi Student Loan Paydown Plan
Rewards & Recognition Programs and much more!
Eligibility requirements apply.
ESSA Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
****************************************************************************************************************
Finance service representative job in Denville, NJ
JobID: 210696590 JobSchedule: Full time JobShift: Base Pay/Salary: Denville,NJ $25.00-$32.69 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financialservices, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$50k-119k yearly est. Auto-Apply 11d ago
Financial Services Representative - State Farm Agent Team Member
Neim Dani-State Farm Agent
Finance service representative job in Cranford, NJ
Job DescriptionBenefits:
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Are you interested in building a rewarding career in financialservices and insurance? At Neim Dani Insurance Agency, we are looking for motivated individuals who are eager to learn and grow in the industry. As a FinancialServicesRepresentative, youll work closely with customers to help them understand and manage everyday financial risks through our range of insurance and financial products. We value a consultative approach and a passion for helping others achieve financial security.
What Youll Do:
Engage with customers to understand their financial goals and risk management needs.
Educate customers about various insurance and financial product options.
Assist customers in developing personalized financial plans.
Support portfolio management and asset allocation guidance.
Conduct regular financial reviews to ensure customers needs are met.
Maintain compliance with relevant financial and insurance regulations.
Pursue required licensing and certifications with our support (licenses not required at hire).
Who Were Looking For:
A self-starter with a genuine interest in finance, insurance, or sales.
Strong communication and interpersonal skills.
Analytical mindset with attention to detail.
Willingness to learn and obtain industry licenses.
Customer-focused with a consultative approach.
Ability to work collaboratively in a team environment.
What We Offer:
Comprehensive training and ongoing professional development.
Support and resources to obtain necessary licenses.
A positive, growth-oriented workplace culture.
Opportunity to build a meaningful career in financialservices.
$24k-46k yearly est. 16d ago
Financial Services Representative State Farm Agent Team Member
Manny Coby-State Farm Agent
Finance service representative job in Martinsville, NJ
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Manny has been proudly serving New Jersey and New York for over 25 years and leads two multi-lingual offices known for their professionalism and dedication. His pride in his accomplishments as an agent is reflected in the way his team shows up each daywith energy, commitment, and a strong focus on helping customers. Team members enjoy the benefits of a 401k plan and the flexibility needed for true work-life balance. If youre looking to join an experienced agency where your contributions are valued and your growth is supported, Mannys team could be the perfect place for you.
POSITION OVERVIEW:
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of FinancialServicesRepresentative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
RESPONSIBILITIES:
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
REQUIREMENTS:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$24k-46k yearly est. 9d ago
Banker
Blue Foundry Bank
Finance service representative job in Union, NJ
This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done.
At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one.
In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement.
Position Summary
The Banker provides customers with exceptional financial support and advice while ensuring the highest levels of service delivery. In this role you will conduct all retail banking financial transactions and cross-selling bank products and services with the goal of deepening relationships.
Leveraging the bank's service and sales culture and increasing customer engagement is tantamount to the success of the Universal Associate Banker. The right person for this role is professional and capable of face-to-face interactions with customers to address complex financial needs and technologically savvy as it relates to bank services.
The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors.
Primary Responsibilities
Consistently provides quality customer service by demonstrating our service/sales relationship building behaviors.
Evaluates and identifies financial needs and presents appropriate products/services to meet those needs.
Opens new accounts and related products/services (e.g., debit card, direct deposit, etc.)
Processes all financial transactions (e.g., cash/check deposits, withdrawals, etc.)
Participates in branch activities and events planned by Branch Management.
Focus on achieving individual and team goals.
Performs all teller related duties, including managing a cash box, replenishing cash in ATM/ITM's, maintaining adequate supplies for customer use, conducting monthly audits, and related activities.
Keen attention to all activities related to the processing of various types of accounts and ensures compliance with applicable regulations, policies, and procedures.
Competently and confidently teaches and demonstrates self-service options to customers.
Additional Responsibilities
Addresses internal and external inquiries relating to bank products and services, transactions, and policies and procedures.
Maintains confidentiality of customer information by complying with the Privacy Policy; complies with established policies and procedures when responding to inquiries and requests.
Promotes the security and safety of all employees and customers by complying with the Security Program.
Assists customers with entry to their safe deposit boxes, ensuring strict adherence to all bank policies and procedures.
Participates in business development efforts as assigned.
Assists in other areas of the bank/branch as required.
Job Requirements
High school diploma or equivalent and a minimum of two years banking or retail experience with an emphasis on sales and customer service OR;
College degree, with a minimum of one year of banking, retail, or equivalent experience.
Strong customer service, sales, interpersonal, and communication skills; ability to remain positive and customer focused at all times.
Must have the ability to work flexible hours and travel to various branch locations, as staffing requires, for unspecified periods.
Proficient with computers and the use of various programs and software applications, including Microsoft Suite (Outlook, Word, Excel, etc.).
Cash handling experiences preferred.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.
All employees should have knowledge of bank's procedures and its compliance as it pertains to their position
Blue Foundry Bank will award an employee referral payment to employees who refer new hires. If the candidate is hired, the referring employee will be eligible to receive referral payment in accordance with the following guidelines:
• $100 after the new employee has completed his/her three-month anniversary
• $400 after the one-year anniversary
Both employees must be employed on the anniversary date of the referred employee in order to receive a referral payment.
$39k-88k yearly est. Auto-Apply 30d ago
Financial Services Representative - State Farm Agent Team Member
Kevin Kendall-State Farm Agent
Finance service representative job in East Stroudsburg, PA
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
ROLE DESCRIPTION: As a FinancialServicesRepresentative with Kendall Insurance And FinancialServices, Inc., you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Provide clients with financial planning and investment advice.
Assist clients with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financialservices.
Strong analytical and communication skills.
Life & Health license mandatory
FINRA Series 6, 63, & 65 licenses preferred.
$29k-54k yearly est. 8d ago
Banking Associate - Orange (20 Hour)
TD Bank 4.5
Finance service representative job in East Orange, NJ
Hours:
20
Pay Details:
$23.75 - $31.00 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.
$23.8-31 hourly Auto-Apply 60d ago
Entry-Level Financial Representative
Integrated Financial Concepts 4.1
Finance service representative job in Roseland, NJ
Job Description
Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financialservices industry. As a FinancialRepresentative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you'll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.
Benefits include;
Flexible schedule with a strong work-life balance.
Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
Training allowance and performance-based incentives.
Company-sponsored professional development opportunities.
Sponsorship for required licenses and continuous training.
We can only consider applicants authorized to work in the United States.
Compensation:
$60,000 - $100,000 Commission Based
Responsibilities:
Attend virtual and in-person training to enhance financial expertise.
Provide guidance on insurance, investments, and retirement planning.
Develop client relationships and provide tailored financial strategies.
Ensure compliance with financial industry standards and licensing requirements.
Engage in structured coaching, mentorship, and training programs.
Qualifications:
No prior experience in finance is required-comprehensive training is provided.
Excellent communication and relationship-building abilities.
Demonstrated leadership or a proven track record of success.
Must be authorized to work in the US.
Self-motivated, coachable, and driven to succeed.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financialservices while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
$24k-36k yearly est. 20d ago
Specialist Finance Services
Mastercard 4.7
Finance service representative job in Bogota, NJ
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Specialist FinanceServices
Specialist, FinanceServices
Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential.
Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. With connections across more than 210 countries and territories, we are building a sustainable world that unlocks priceless possibilities for all.
Overview
The Global Business Solutions Center's (GBSC) mission is to be the partner of choice with stakeholders across Mastercard, enabling business operations efficiency, productivity, and growth. With over 1,100 professionals delivering more than 200 solutions across 10 locations, The GBSC is a powerhouse of innovation and strategic partnerships that combines operational excellence with a vision of what's next. The Service Desk Operations function plays a pivotal role in advancing this mission within our inquiry solutions landscape operating across 3 regional hubs.
The Service Desk Operations Team is looking for a Senior Specialist to join our globally integrated team who will be catalyst for transformation and boundary-pushing operational excellence. We are at a critical inflection point on the journey to accelerate our knowledge management and human-centered AI capabilities and advance to future-proofed solutions. The ideal team member will have a proven track record of evolving operations through strong partnerships, automation and other continuous improvements to deliver operational excellence. This role offers a front-row seat to the future of financeservice delivery - blending global teamwork, human-centered AI, and operational excellence.
We are seeking a forward-thinking Specialist who will lead operational excellence, champion digital transformation, and foster strong stakeholder partnerships. This role is ideal for someone passionate about evolving service delivery through knowledge management, automation, and human-centered AI.
Role
In this position, you will:
* Oversee day-to-day service desk operations, ensuring timely and effective resolution of inquiries across multiple channels (email, phone, chat) with a focus on first-touch resolution and customer satisfaction.
* Drives continuous improvement initiatives by identifying patterns, mining data for insights, and implementing proactive solutions that enhance the employee experience and operational efficiency.
* Leads efforts to optimize and evolve the knowledge base, leveraging AI and analytics to identify gaps, trends, and opportunities for self-service and automation.
* Partners with Tier 1 and Tier 2 teams, CX leads, and cross-functional stakeholders to deliver cohesive, end-to-end customer experience and identify opportunities for service enhancement.
* Coaches and mentors junior team members, fostering a culture of learning and technical upskilling to expand first-touch resolution capabilities.
* Translate operational data into actionable business insights, contributing to strategic initiatives that improve service delivery, customer experience, and process efficiency.
All About You
The ideal candidate for this position should:
* 3+ years of experience in shared services or internal service delivery, with proven team leadership and coaching capabilities.
* Strong analytical and problem-solving skills, with experience using AI tools and predictive analytics.
* Demonstrated expertise in knowledge management and process optimization.
* Excellent communication and stakeholder management skills.
* Proficiency in Oracle Financials and MS Office Suite; experience with case management systems preferred.
* High level of accuracy, attention to detail, and ability to work independently in a fast-paced environment.
Corporate Security Responsibility
Every person working for, or on behalf of, Mastercard is responsible for information security. All activities involving access to Mastercard assets, information, and networks come with an inherent risk to the organization and therefore, it is expected that a successful candidate for this position must:
* Abide by Mastercard's security policies and practices.
* Ensure the confidentiality and integrity of the information being accessed.
* Report any suspected information security violation or breach, and
* Complete all periodic mandatory security training(s) in accordance with Mastercard's guidelines.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
* Abide by Mastercard's security policies and practices;
* Ensure the confidentiality and integrity of the information being accessed;
* Report any suspected information security violation or breach, and
* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
$62k-89k yearly est. Auto-Apply 16d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Finance service representative job in Glen Rock, NJ
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Finance service representative job in Upper Montclair, NJ
JobID: 210689556 JobSchedule: Full time JobShift: Base Pay/Salary: Upper Montclair,NJ $25.00-$32.69 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financialservices, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$50k-120k yearly est. Auto-Apply 44d ago
Banker
Blue Foundry Bank
Finance service representative job in Union, NJ
Job Description
This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done.
At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one.
In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement.
Position Summary
The Banker provides customers with exceptional financial support and advice while ensuring the highest levels of service delivery. In this role you will conduct all retail banking financial transactions and cross-selling bank products and services with the goal of deepening relationships.
Leveraging the bank's service and sales culture and increasing customer engagement is tantamount to the success of the Universal Associate Banker. The right person for this role is professional and capable of face-to-face interactions with customers to address complex financial needs and technologically savvy as it relates to bank services.
The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors.
Primary Responsibilities
Consistently provides quality customer service by demonstrating our service/sales relationship building behaviors.
Evaluates and identifies financial needs and presents appropriate products/services to meet those needs.
Opens new accounts and related products/services (e.g., debit card, direct deposit, etc.)
Processes all financial transactions (e.g., cash/check deposits, withdrawals, etc.)
Participates in branch activities and events planned by Branch Management.
Focus on achieving individual and team goals.
Performs all teller related duties, including managing a cash box, replenishing cash in ATM/ITM's, maintaining adequate supplies for customer use, conducting monthly audits, and related activities.
Keen attention to all activities related to the processing of various types of accounts and ensures compliance with applicable regulations, policies, and procedures.
Competently and confidently teaches and demonstrates self-service options to customers.
Additional Responsibilities
Addresses internal and external inquiries relating to bank products and services, transactions, and policies and procedures.
Maintains confidentiality of customer information by complying with the Privacy Policy; complies with established policies and procedures when responding to inquiries and requests.
Promotes the security and safety of all employees and customers by complying with the Security Program.
Assists customers with entry to their safe deposit boxes, ensuring strict adherence to all bank policies and procedures.
Participates in business development efforts as assigned.
Assists in other areas of the bank/branch as required.
Job Requirements
High school diploma or equivalent and a minimum of two years banking or retail experience with an emphasis on sales and customer service OR;
College degree, with a minimum of one year of banking, retail, or equivalent experience.
Strong customer service, sales, interpersonal, and communication skills; ability to remain positive and customer focused at all times.
Must have the ability to work flexible hours and travel to various branch locations, as staffing requires, for unspecified periods.
Proficient with computers and the use of various programs and software applications, including Microsoft Suite (Outlook, Word, Excel, etc.).
Cash handling experiences preferred.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.
All employees should have knowledge of bank's procedures and its compliance as it pertains to their position
Blue Foundry Bank will award an employee referral payment to employees who refer new hires. If the candidate is hired, the referring employee will be eligible to receive referral payment in accordance with the following guidelines:
• $100 after the new employee has completed his/her three-month anniversary
• $400 after the one-year anniversary
Both employees must be employed on the anniversary date of the referred employee in order to receive a referral payment.
$39k-88k yearly est. 2d ago
Banker
Blue Foundry Bank
Finance service representative job in Union, NJ
This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done.
At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one.
In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement.
Position Summary
The Banker provides customers with exceptional financial support and advice while ensuring the highest levels of service delivery. In this role you will conduct all retail banking financial transactions and cross-selling bank products and services with the goal of deepening relationships.
Leveraging the bank's service and sales culture and increasing customer engagement is tantamount to the success of the Universal Associate Banker. The right person for this role is professional and capable of face-to-face interactions with customers to address complex financial needs and technologically savvy as it relates to bank services.
The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors.
Primary Responsibilities
* Consistently provides quality customer service by demonstrating our service/sales relationship building behaviors.
* Evaluates and identifies financial needs and presents appropriate products/services to meet those needs.
* Opens new accounts and related products/services (e.g., debit card, direct deposit, etc.)
* Processes all financial transactions (e.g., cash/check deposits, withdrawals, etc.)
* Participates in branch activities and events planned by Branch Management.
* Focus on achieving individual and team goals.
* Performs all teller related duties, including managing a cash box, replenishing cash in ATM/ITM's, maintaining adequate supplies for customer use, conducting monthly audits, and related activities.
* Keen attention to all activities related to the processing of various types of accounts and ensures compliance with applicable regulations, policies, and procedures.
* Competently and confidently teaches and demonstrates self-service options to customers.
Additional Responsibilities
* Addresses internal and external inquiries relating to bank products and services, transactions, and policies and procedures.
* Maintains confidentiality of customer information by complying with the Privacy Policy; complies with established policies and procedures when responding to inquiries and requests.
* Promotes the security and safety of all employees and customers by complying with the Security Program.
* Assists customers with entry to their safe deposit boxes, ensuring strict adherence to all bank policies and procedures.
* Participates in business development efforts as assigned.
* Assists in other areas of the bank/branch as required.
Job Requirements
* High school diploma or equivalent and a minimum of two years banking or retail experience with an emphasis on sales and customer service OR;
* College degree, with a minimum of one year of banking, retail, or equivalent experience.
* Strong customer service, sales, interpersonal, and communication skills; ability to remain positive and customer focused at all times.
* Must have the ability to work flexible hours and travel to various branch locations, as staffing requires, for unspecified periods.
* Proficient with computers and the use of various programs and software applications, including Microsoft Suite (Outlook, Word, Excel, etc.).
* Cash handling experiences preferred.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.
All employees should have knowledge of bank's procedures and its compliance as it pertains to their position
Blue Foundry Bank will award an employee referral payment to employees who refer new hires. If the candidate is hired, the referring employee will be eligible to receive referral payment in accordance with the following guidelines:
* $100 after the new employee has completed his/her three-month anniversary
* $400 after the one-year anniversary
Both employees must be employed on the anniversary date of the referred employee in order to receive a referral payment.
Finance service representative job in Saddle Brook, NJ
JobID: 210692688 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $100,000.00-$120,000.00; Iselin,NJ $100,000.00-$120,000.00; Saddle Brook,NJ $100,000.00-$120,000.00 Are you customer-focused, enjoy building relationships, and providing financial advice to clients. A role as a Commercial Banker is for you.
As a Commercial Banker on the Multinational Corporations team within J.P. Morgan's Middle Market Banking & Specialized Industries group, you will focus on growing and retaining profitable relationships with innovative companies. This customer-focused, relationship-driven role offers the opportunity to deliver the full breadth of J.P. Morgan's capabilities to clients.
Job Responsibilities:
* Champion a culture of innovation and customer centricity
* Stay current with industry trends to identify opportunities for innovation and strategic partnerships
* Drive new client acquisition in collaboration with bankers
* Foster a culture of respect, diversity, and inclusion
Required Qualifications, Capabilities, and Skills:
* 3+ years of direct lending or credit support experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to mobilize internal networks and resources
* Proven track record of meeting or exceeding sales goals
* Strong organizational skills; able to manage, prioritize, and meet tight deadlines under pressure
* Excellent verbal and written communication skills
* Strong interpersonal and influencing skills; able to build credibility and partnerships with senior business and control partners
Preferred Qualifications, Capabilities, and Skills:
* Bachelor's degree and formal credit training
* Sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Creative problem-solving abilities; flexible and able to multitask in changing business environments
* Excellent business judgment, strategic thinking, self-direction, and proactivity
$21k-53k yearly est. Auto-Apply 37d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Sparta, NJ?
The average finance service representative in Sparta, NJ earns between $18,000 and $60,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Sparta, NJ