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  • Sales Representative

    Harvey Gerstman Associates 4.0company rating

    Finance service representative job in Hartford, CT

    About us Harvey Gerstman Associates has been a Manufacturer's Representatives Sales agency for over 45 years. We represent quality manufacturers in Construction, Industrial/MRO, Safety, and Retail, selling to leading distributors in our territory. All representatives are fully trained in this high-paced and fulfilling sales job. Come build a long-term career with us! Visit *************************** Sales Territory: Connecticut, Massachusetts & Rhode Island Responsibilities: The Sales Representative is responsible for growing sales for the agency and our manufacturer partners within assigned territory. The territory includes Connecticut, Massachusetts and Rhode Island. Sales Representative will accomplish this through in person meetings with customers to identify opportunities and explain features/benefits of product lines, train distributors and end users on product lines, and provide a high level of communication and responsiveness to all stakeholders. Sales Representative will be responsible for timely reporting to management and manufacturer partners of opportunities, threats, needs, and more. Sales Representative will be fully trained by the agency and product lines represented. The weekly schedule is generally Monday-Friday, but hours may exceed a normal 40-hour work week in order to effectively plan and execute on sales growth and key agency initiatives for the territory. Job will require approximately 4-6 overnights worked per month. You will also attend trade shows and conferences which can include a few weekends. Qualifications: · Minimum 3 years of field sales experience is required · Reliable transportation is required. · Strong organizational and planning skills · Excellent communication and presentation skills. · Enthusiasm to learn about products and how they fit into the market. · Ability to work independently in a fast-paced work environment. · Demonstrated ability to manage various tasks, schedules, and deliverables. What we offer: ·Base salary plus commission · 401K with a generous company match · Health Insurance · Dental Insurance · Life Insurance · Paid Travel Expense · Vacation Pay · Paid Holidays · Bonus Pay We are an equal opportunity employer F/M/D/Vcute on sales growth and key agency initiatives for the territory. Job will require approximately 4-6 overnights worked per month. You will also attend trade shows and conferences
    $57k-105k yearly est. 3d ago
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  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Finance service representative job in Hartford, CT

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $95k-168k yearly est. Easy Apply 60d+ ago
  • Customer Service Representative

    Blackhawk Industrial Operating Co 4.1company rating

    Finance service representative job in Windsor, CT

    Job Description WHO ARE WE: BlackHawk Industrial provides you the highest quality industrial products and equipment, offering manufacturing services while creating innovative engineered supply solutions. We truly believe in the importance of the local relationships with the customers we service. Our employees have fun every day exceeding the expectations of our customers, suppliers, and shareholders. We distinguish ourselves as the #1 choice of industrial manufacturers who are in need of Technical Service and Production Savings. We are BIG ENOUGH TO SERVE, and SMALL ENOUGH TO CARE. SUMMARY: The Customer Service Representative is responsible for the daily tasks related to all customer accounts and Account Manager needs. The Customer Service Representative communicates and coordinates with suppliers and Account Managers, while providing quality customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES: Personally exhibits, recruits and coaches associates consistent with BlackHawk Core Behaviors Responsible for promoting culture of safety Respond appropriately and in a timely manner to all customer and Account Manager incoming communications. Analyze and assess customer needs completely and accurately with efficiency. Work with suppliers and Account Managers to identify, source, and price appropriate product solutions and provide quotes for product solutions per OS ticket and other BHID response time guidelines. Process customer orders, Return Material Authorizations and Guaranteed Test Orders and purchase material's to fill customer orders. Review and maintain P21 portals daily for potential late orders, Return Material Authorizations, items not on a PO and unapproved orders. Identify and resolve root cause issues by working and communicating with responsible cross functional teams to minimize repetition of the original issue. Develop a detailed working knowledge of BlackHawk policies, procedures and practices. Maintain a deep understanding of the BHID systems (including P21, OS ticket, ServiceNow, SharePoint, and Compass), suppliers' systems/websites and usage of those systems. Perform all work in accordance with the company documented ISO processes and procedures utilizing appropriate company systems. Perform other duties as assigned QUALIFICATIONS: Excellent written and verbal communications skills utilizing phone, email and instant message. Excellent critical thinking skills to analyze and solve problems. Diligent and detail oriented. Ability to manage multiple tasks, shift gears to react to urgent scenarios and meet daily deadlines. Proficient in and comfortable with basic computer operation. Ability to learn new software programs as a user. Ability to learn and apply experience with vending platforms (CribMaster, Autocrib, etc.) Experience in industrial field, B2B sales and customer service. SUPERVISORY RESPONSIBILITIES: No direct supervisory responsibility. EDUCATION and/or EXPERIENCE: High school diploma or equivalent required. Minimum 1 year previous experience in customer service or inside sales preferred. Experience in cutting tools, abrasives and MRO areas preferred. Experience with Microsoft office suite required. CERTIFICATES, LICENSES, REGISTRATIONS: None required WORK ENVIRONMENT: Employee is regularly required to speak and understand English, stand, walk, sit, use hand to finger, handle or feel objects, tools or controls; reach with hands and arms. Employee is required to use computer and other equipment. Employee frequently lifts and/or moves up to _50_ pounds. Specific vision abilities include close vision and the ability to clearly focus vision. PPE REQUIRED: Wrist rest for keyboard and mouse pad BENEFITS: Health Insurance BCBS of OK HDHP HSA with Employer match (must meet criteria) Dental and Vision Insurance 401K Plan and Company Match FSA (Full FSA, Limited FSA, and Dependent FSA) Company paid Long Term and Short-Term Disability Company paid basic Life Insurance and AD&D/ Supplemental life and AD&D/Dependent life Ancillary Critical Illness Insurance (Wellness Rider Included) Ancillary Accident Insurance (Wellness Rider Included) Ancillary Hospital Indemnity Employee Assistance Program (EAP) - Includes concierge services and travel assistance. Paid Time Off Holiday Paid Time Off Gym Reimbursement Quarterly Wellness challenge with a chance to will money or prizes Tuition Reimbursement - after 1 year of employment *BlackHawk Industrial is an Equal Opportunity Employer **As part of our BHID policy, we require all potential employees to undergo pre-employment background and drug screening. This is a standard procedure we follow to ensure a safe and productive work environment.
    $29k-37k yearly est. 12d ago
  • Customer Service Representative - Annuities - $500 SIGN ON BONUS

    Global Atlantic Financial Group Limited 4.8company rating

    Finance service representative job in Hartford, CT

    About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** Client Care Advocate - Annuities Start Date: February 23, 2026 Location: Hartford, CT Hourly Rate: Hartford - $21.49 per hour + overtime with a $500 sign-on bonus Paid Training: Training lasts approximately 12 weeks Training hours are Monday - Friday, in-office, from 8:30am - 5:00pm EST and consists of both classroom training sessions as well as time on the phone in the contact center fielding incoming calls After training, you will follow a hybrid schedule Our contact center is open as follows: Monday - Thursday 8:00am - 7:00pm EST Friday 8:00am - 6:00pm EST This role will work an 8 hour shift once training is complete. Depending on business needs your shift will run between 8:00am EST and 7:00pm EST. Perks and Benefits: $500 sign-on bonus All IT equipment provided Hybrid work schedule after training period (M -TH in office) Free lunch and parking Referral bonuses Eligible for annual bonus Comfortable workspaces and game rooms 12 days annual PTO plus 5 days sick time, 11 holidays and volunteer time off Free health insurance - employee & children levels based on salary band Training & career advancement 401(k) match and equity opportunities Tuition, adoption, and lifestyle reimbursement POSITION OVERVIEW Global Atlantic has an exciting opportunity for a Customer Service Specialist position based in Hartford. This person participates as a member of a team of customer service representatives engaged in processing insurance support phone calls, post call activities and completion of call back commitments involving our annuity customers, internal and external, by performing the following duties: RESPONSIBILITIES: Understands insurance products, procedures, and system capabilities Responds to inbound calls providing excellent customer service Documents telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicable Receives and resolves telephone inquiries from parties of the contract within service standards Identify, communicate, and proactively work to solve problems or issues Accurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State Investigates client request or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines Focuses on Global Atlantic's long-term success by building strong (internal and external) customer relationships Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance Main contact for assigned sales representatives, accounts, and states Provides a broad range of technical and operational support to clients and agents Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy Participation in team meetings and other cross functional groups is expected This person is knowledgeable in commission triggers by product, commission payment and chargeback by product and distribution channel Provides other duties as assigned by management REQUIRED QUALIFICATIONS: Bachelor's degree or equivalent work experience 1+ years' experience in customer service Strong PC and Software skills, especially Microsoft Office products Insurance industry knowledge is a plus PREFERRED QUALIFICATION: Proven ability to grasp new products, concepts, and procedures Understanding of the industry, sales process, and distribution channel Strong attention to detail with excellent organizational skills Great interpersonal and team skills required Strong written and oral communication skills Excellent phone presence and presentation Ability to maintain positive attitude and composure in dealing with difficult situations Demonstrated flexibility with schedules and time management This position is not eligible for visa candidates now or in the future. #LI-KS1 Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
    $21.5 hourly Auto-Apply 8d ago
  • Part Time (20 Hours) Associate Banker, Gold Star Blvd Branch, Worcester, MA

    JPMC

    Finance service representative job in Worcester, MA

    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.
    $72k-142k yearly est. Auto-Apply 60d+ ago
  • Banking Associate - Springfield Cooley Allen - 30 hours

    TDI 4.1company rating

    Finance service representative job in Springfield, MA

    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 financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes 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 5d ago
  • Customer Service Representative

    Allied Printing Services 4.1company rating

    Finance service representative job in Manchester, CT

    Manchester, CT Allied Printing Services, Inc. where our customers come first! Allied Printing Services Inc. is a family-ran, full-service commercial and financial printer that's been leading the industry since 1949. With advanced sheetfed, web, large format, digital press capabilities - plus New England's largest bindery/finishing operation - we're proud of our history and excited about our future. Now, we're looking for skilled Cutter Operators to join our growing team. Position: Customer Service Representative The Customer Service Representative plays a critical role in connecting customers, sales, and production. This position ensures customer print, finishing, mailing, and fulfillment needs are met by coordinating job specifications, tracking production progress, and maintaining accurate job documentation throughout the entire production cycle. If you thrive in a fast-paced manufacturing environment and enjoy managing details while collaborating across departments, this role offers an excellent opportunity to grow in the print industry. What You'll Do Ensure customer requirements are met across print, production, finishing, mailing, and fulfillment services. Develop schedules, monitor production cycles, and communicate project requirements with Sales Representatives and Production Planning. Open jobs and enter operational, production, and account data accurately into the system. Review job tickets for accuracy and update specifications as changes occur, communicating updates to department supervisors and managers. Track jobs throughout the facility, including pressroom scheduling, bindery operations, shipping requirements, and customer sample delivery. Enter shipping details, samples, addresses, and link estimates for pricing updates. Maintain established customer accounts by providing in-house sales and operational support to authorized purchasing agents. Document all processes and updates throughout the job lifecycle to ensure visibility and accuracy. What You Bring High School Diploma or equivalent. 3-5 years of experience in print industry client services, administrative support, or manufacturing operations. Previous experience in account management, customer service, production planning, or estimating within printing or manufacturing environments preferred. Excellent verbal and written communication skills with the ability to collaborate across multiple departments. Strong organizational skills with the ability to manage deadlines, prioritize workload, and multitask effectively. Proficiency with computers and experience using ERP systems. Ability to work independently, exercise sound judgment, and communicate strategic production plans. Detail-oriented mindset with a strong focus on accuracy and customer satisfaction. Team-oriented approach with a solution-focused attitude in a fast-paced environment. Physical Requirements Walking 50% | Standing 50%. Lifting, pushing, pulling or carrying 50 lbs. and more. The Details Job Type: Full Time Shifts Available: 1st shift (8:00am- 4:00pm) Why You'll Love Working Here You'll join a supportive team that values innovation, teamwork, and growth. We're proud of our history but even more excited about the future - and we're looking for motivated people like you to help us get there. If you meet our minimum qualifications and are eager to thrive in a fast-paced, growing environment, we invite you to become part of our team. This is an excellent opportunity to build your career with a company that combines decades of expertise with a commitment to innovation and exceptional service. Great Benefits: Medical, Dental, Vision, Life Insurance, Disability, 401(k), 401(k) match, Employee Assistance Program, Voluntary Benefits: Critical, Accident, Hospital Indemnity, Paid Time Off: Vacation, Sick, Holiday, 2nd (12%) & 3rd (15%) shift differentials, Paid Weekly, Growth Opportunities, Employee Referral Bonus, Work-Life Balance, Great Company Culture. Allied Printing Services is an equal opportunity employer. All qualified applicants and employees are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, military or veterans' status or any other legally protected status or basis prohibited by applicable federal, state, or local laws. Allied Printing Services prohibits harassment of applicants and employees based on these protected categories. If you need an accommodation to apply, please let us know.
    $30k-36k yearly est. Auto-Apply 6d ago
  • Customer Service Rep

    Pioneer Valley Environmental 4.1company rating

    Finance service representative job in Ware, MA

    Are you a problem-solver with a passion for helping others? Are you looking for a fantastic part-time opportunity where you can make a difference with a great company? If so, Pioneer Valley Environmental in Ware, MA wants you on our team! As our part-time Customer Service Rep, you'll be the voice of our company, providing top-notch support to customers in need of plumbing, heating, and air conditioning services. We offer competitive pay ranging from $18 to $20 per hour and provide valuable perks, including team spiffs, a company-matched IRA, and a part-time schedule that allows you to enjoy your extra time outside of work! THE TYPE OF PART-TIME CUSTOMER SERVICE REP WE'RE LOOKING FOR We're searching for someone who can meet the following qualifications: High school diploma or equivalent 1+ years of office administration education or comparable work experience Good computer skills and knowledge of common office applications such as Microsoft Word, Excel, and PowerPoint Familiar with ServiceTitan Excellent phone, communication, and interpersonal skills WHAT IT'S LIKE TO BE OUR PART-TIME CUSTOMER SERVICE REP Enjoy a structured and predictable part-time schedule between 8 AM - 4:30 PM, Monday - Friday, allowing you to maintain a great work-life balance! Every day, you're the friendly and professional point of contact for customers needing plumbing, heating, and air conditioning services. You start by checking emails and organizing your tasks, ensuring no customer request goes unanswered. The phone rings, and you're quick to assist-whether it's scheduling urgent repairs, answering questions about heating, air conditioning, or plumbing services, or following up on previous appointments. Some calls require problem-solving, where you listen to customer concerns, determine the best solution, and ensure they receive the service they need. Throughout the day, you also process orders, handle refunds, and keep detailed records of every interaction. Your ability to multitask keeps everything running smoothly. By the end of the day, you've made a real impact-helping customers and keeping our plumbing, heating, and air conditioning operations efficient and responsive. ABOUT PIONEER VALLEY ENVIRONMENTAL Here at Pioneer Valley Environmental, we are dedicated to providing prompt and reliable service to our customers. Founded in 1999, we have spent the last 15+ years growing our company and serving our community with honest and quality plumbing, heating, and air conditioning services. Our highly trained employees and technicians work hard to exceed customer expectations with access to exceptional service 24 hours a day, 7 days a week! If you feel this is the right part-time Customer Service Rep job for you, go ahead and apply! We value your time, so we've got a simple application process that should take you less than 3 minutes to complete. We look forward to meeting you!
    $18-20 hourly 14d ago
  • Cashier Store CSR

    A R Sandri Inc. 3.9company rating

    Finance service representative job in Greenfield Town, MA

    Sandri Energy is now hiring at our Greenfield store, located at 295 Federal Street, Greenfield, MA. . We are looking for a person who can be flexible with their schedule and be able to work some weekends, full time or part time. Sandri is a family-owned small chain of convenience stores, with 18 locations throughout Western Mass, New Hampshire, and Vermont. We pride ourselves on providing safe stores that keep our customers (and their cars) fueled up and on the go. Responsibilities of a Cashier at Sandri include: Scanning purchases and taking customer payments Making change accurately Answering customer questions Verifying customer ID for age restricted sales Stocking shelves and coolers Checking in orders Store maintenance such as dusting, cleaning bathrooms, sweeping and mopping, wiping down counters and gas pumps, making sure sidewalks are clear and putting down salt, trash and recycling Our ideal Cashier candidate will have the following skills and traits: Reliable attendance Attention to customer service Able to accurately process payments and lottery transactions and maintain an accurate cash drawer Committed to ensuring that alcohol and tobacco can only be purchased by those over 21 with valid ID Committed to keeping the store clean, stocked, and safe As a family owned company the well being of our employees is important to us. The many benefits of working as a Cashier at Sandri include: Competitive hourly pay Full Time and Part Time Options Medical for employees working at least 30 hours per week Dental for employees working at least 30 hours per week Vision for employees working at least 30 hours per week 401k with match for full and part time employees $10k Life insurance policy paid by Sandri for employees working at least 30 hours per week. Voluntary Life and Disability insurance for employees working at least 30 hours per week Company provided uniforms Paid Time Off / Vacation for Full Time employees Team oriented work environment Promote from within culture (most of our Store Managers, Assistant Managers, and District Managers have been promoted from within) Equal opportunity workplace Apply online or fill out an application in person at Sandri , 295 Federal Street, Greenfield, MA 01301.
    $31k-38k yearly est. Auto-Apply 60d+ ago
  • Relationship Specialist - Member Service Representative

    Polish National Credit Union 3.5company rating

    Finance service representative job in Chicopee, MA

    Salary Description $20.50 - $30.75 per hour
    $20.5-30.8 hourly 30d ago
  • Banker - Part Time 28

    Ion Bank 3.7company rating

    Finance service representative job in South Windsor, CT

    Job Type: Hourly, Part-Time 28 Hours Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: Provide friendly, personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window and adhere to set policies and procedures. Respond to customers' financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties. As a Banker you are responsible for: Provide superior customer service and perform banking functions with high expertise. Perform all customer service activities, including opening accounts, customer account inquiries, teller transactions, and branch operations. Contribute to established branch profitability goals by cross-selling products/services to new/existing customers. Responsibilities: Project a positive and highly professional image of self and the Bank by consistently delivering service in line with company service standards/service philosophy. Possess excellent working knowledge of all bank products and services, consumer, and business. Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs. Promote, cross-sell, and upsell bank products and services that meet customers' needs. Identify and refer customers or prospects to non-bank product associates as appropriate. Open accounts, perform account maintenance and provide timely customer service solutions to consumer and business customers. Distribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate. Required to register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number with appropriate training. Possess an excellent working knowledge of branch systems, including but not limited to procedures, policies, cash handling, and transaction processing. Adjust to various branch traffic flows while maintaining efficiency and accuracy of work. Accurately balance self and branch office daily; order money; compile currency transaction reports. Process customer transactions accurately and courteously. Ensure that all work performed is complete and accurate. Assist in resolving problems with branch equipment, balancing, and operational issues. Ensure that the Bank's security policy and program and the Bank's loss prevention guidelines are carried out within the branch. Education and Qualifications: High school diploma preferred. One year of retail banking experience, including teller, sales, or some comparable combination of education and experience. Benefits: 401k and Employer Match Life Insurance Disability Educational Assistance Wellness Programs Employee Assistance Program Paid Time Off Days Paid Holidays Job Shadowing Volunteer Opportunities ______________________________________________________________________________________________________________________________________________________________________________________ Ion 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, disability status, or veteran status. __________________________________________________________________________________________________________________________________________________________________________________________________________
    $52k-93k yearly est. 8d ago
  • Program Finance Specialist

    General Dynamics Mission Systems 4.9company rating

    Finance service representative job in Pittsfield, MA

    Basic Qualifications Bachelor's degree in Accounting, Finance, Business or equivalent experience is required plus a minimum of 2 years of relevant experience, or Master's degree. Experience in a government contracting environment is strongly preferred. Certified Public Accountant or Certified Management Accountant designation is preferred. Due to the nature of work performed within our facilities, U.S. citizenship is required. Responsibilities for this Position Imagine building your career by developing the solutions that support the mission of our nation's service members, intelligence analysts and first responders. That's the challenge that's waiting for you at General Dynamics Mission Systems. Here you have the opportunity to redefine innovation and excellence for the world. Are you ready? Then make a career move that makes an impact at General Dynamics Mission Systems. We apply advanced technologies such as Artificial Intelligence, Blockchain, AR/VR, Cloud Native and Quantum Physics to solve our customers' missions in cyber, RF, undersea, interstellar and everything in between. Utilizing your arsenal of skills and talents, you'll review/approve purchase requisitions for budgeted expenses up to an authorized limit and ensure that expenses are applied correctly. As a Program Finance Specialist (Sr Program Fin Spec) you'll prepare ad-hoc analyses to support contract and program analysts and special projects as assigned. You'll monitor and ensure ASC 606 Revenue Recognition and Earnings Rate Reviews are in compliance in accordance with Generally Accepted Accounting Principles and GDMS policies, procedures and requirements. We'll rely on you to analyze financial performance for assigned program(s) to identify and report on risk and funding issues and to manage program financials for contracts of medium complexity (predominately larger cost plus contracts, cost plus incentive contracts and product lines), engaging directly with program management to understand financial performance and mitigate program and contractual risks. What you'll experience: Technologies that aren't just top-notch, they're often top-secret A team of bold thinkers committed to exploring what's next Opportunities to gain new knowledge - as it's discovered What you bring to the table: Bachelor's degree in Accounting, Finance, or Business equivalent plus a minimum of 2 years of relevant experience, or Master's degree. Experience in a government contracting environment is strongly preferred. Certified Public Accountant or Certified Management Accountant designation is preferred Ability to analyze data and reconcile financial accounts In-depth knowledge of General Ledger Accounting, Rates and Compliance, and Cost Proposal functions Knowledge of Truth In Negotiations Act, Cost Accounting Standards, Federal Acquisition Regulation, government accounting, Sarbanes-Oxley Act and Revenue Recognition ASC 606 Outstanding time-management in order to meet multiple deadlines for various stakeholders What sets you apart: Creative thinking with the ability to multi-task Commitment to ongoing professional development Team player who thrives in collaborative environments and revels in team success NOTE: This position is on-site in Pittsfield, MA. Salary Note This estimate represents the typical salary range for this position based on experience and other factors (geographic location, etc.). Actual pay may vary. This job posting will remain open until the position is filled. Combined Salary Range USD $80,000.00 - USD $85,000.00 /Yr. Company Overview General Dynamics Mission Systems (GDMS) engineers a diverse portfolio of high technology solutions, products and services that enable customers to successfully execute missions across all domains of operation. With a global team of 12,000+ top professionals, we partner with the best in industry to expand the bounds of innovation in the defense and scientific arenas. Given the nature of our work and who we are, we value trust, honesty, alignment and transparency. We offer highly competitive benefits and pride ourselves in being a great place to work with a shared sense of purpose. You will also enjoy a flexible work environment where contributions are recognized and rewarded. If who we are and what we do resonates with you, we invite you to join our high-performance team! Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans
    $80k-85k yearly Auto-Apply 58d ago
  • Banking Associate - Springfield Cooley Allen - 30 hours

    TD Bank 4.5company rating

    Finance service representative job in Springfield, MA

    Springfield, Massachusetts, United States of America **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 financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $22-27.8 hourly 60d+ ago
  • Representative II, Customer Service Ops

    Cardinal Health 4.4company rating

    Finance service representative job in Hartford, CT

    **_What Customer Service Operations contributes to Cardinal Health_** Customer Service is responsible for establishing, maintaining and enhancing customer business through contract administration, customer orders, and problem resolution. The Representative II, Customer Service Operations processes orders for distribution centers and other internal customers in accordance with scheduling, demand planning and inventory. The Representative II administers orders in internal systems and responds to customer questions, clearly communicating delays, issues and resolutions. This job also processes non-routine orders, such as product samples, and ensures that special requirements are included in an order. **_Responsibilities_** + Offer professional and timely service as a representative of Cardinal Health at-Home + Support an inbound call queue, providing assistance in placing orders, searching products, processing returns, responding to order inquiries, providing delivery updates, and answering questions + Process orders for distribution centers and internal customers in accordance to scheduling, demand planning and inventory + Provide problem resolution for order issues in a timely manner including delays + Process non-routine orders such as product samples that have special requirements + Multitask in a fast paced environment **_Qualifications_** + High School diploma, GED or equivalent, or equivalent work experience, preferred + 2-4 years experience in Customer Service preferred + Prior computer experience using Microsoft Office systems + Team-oriented mindset + Strong organizational skills and attention to detail + Excellent communication skills + A passion for healthcare **_What is expected of you and others at this level_** + Applies acquired job skills and company policies and procedures to complete standard tasks + Works on routine assignments that require basic problem resolution + Refers to policies and past practices for guidance + Receives general direction on standard work; receives detailed instruction on new assignments + Consults with supervisor or senior peers on complex and unusual problems + Other duties as assigned. **Anticipated hourly range:** $15.70 per hour to $22.50 per hour **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/11/2026 *if interested in opportunity, please submit application as soon as possible. _The hourly range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity._ _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $15.7-22.5 hourly 20d ago
  • Consumer & Business Banking, Senior Relationship Banker, Avon, CT

    Banco Santander 4.4company rating

    Finance service representative job in Avon, CT

    Consumer & Business Banking, Senior Relationship Banker, Avon, CTCountry: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Senior Relationship Banker, you are responsible for managing and enhancing client relationships, focusing on attracting and retaining new clients while strengthening existing ones. You directly manage and grow a client portfolio of high value consumer and small business clients. This role involves maximizing cross-sales opportunities through effective customer profiling, with the ultimate goal of cultivating interest in various consumer and business banking products. You deliver an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners. The Senior Relationship Banker provides comprehensive support to clients, ensuring their needs are met and issues are resolved efficiently. Independently manage a portfolio comprised of both high value consumer clients and small business customers. Proactively deepen relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers. Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need. Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future. Recommend and deliver needs-based solutions while also identifying and introducing key partners as appropriate. Collaborate with team members and partners to achieve branch goals and drive overall performance. Participates in joint calling with Product partners to generate and deepen relationships with business customers. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. Employ critical thinking and problem resolution skills to address client inquiries and challenges effectively. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma, GED or equivalent education:: Business Management, Finance, or equivalent field - Required. Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred. 5+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR) 2+ Years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships - Required. (OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. Motivated to help people achieve financial goals. Strong financial acumen with a general knowledge of consumer and small business products, and lending. Proven track record in sales and cross-selling products and services. Proven ability to manage a portfolio of clients effectively. Proven relationship-building skills and a customer-centric approach. Ability to work effectively in a team environment, building strong relationships with colleagues and business partners. Ability to use critical thinking to solve problems and provide solutions to customer issues. Excellent communication, consultative and influence skills both verbal and written. Demonstrated proficiency using the phone to engage with customers. Ability to display a credible, trustworthy, and professional image at all times. Proficient in using digital tools and technology to enhance customer engagement. Ability to follow directions, policies, and procedures. Ability to identify and escalate concerns of risk to appropriate channels. Ability to work in a fast-paced environment and manage multiple priorities. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $54,375.00 USD Maximum: $90,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
    $54.4k-90k yearly Auto-Apply 4d ago
  • Personal Financial Representative

    American Eagle Financial Credit Union Incorporated 4.5company rating

    Finance service representative job in East Hartford, CT

    The Opportunity Ready to make a lasting difference in people's lives? As a Personal Financial Representative, you'll play a key role in delivering exceptional service and trusted guidance to our members. This is an opportunity to build lasting relationships, offer thoughtful financial solutions, and support individuals as they navigate important financial decisions. By taking the time to understand each member's unique goals and circumstances, you'll provide personalized support that makes a meaningful difference, helping our members feel confident, informed, and valued every step of the way. Location - Float Team Hours - Fulltime You Are People Focused You build trust through empathy, active listening, and clear communication. You enjoy helping others and are committed to delivering a positive experience in every interaction Solutions Oriented You approach each conversation with curiosity and care, identifying needs and offering tailored financial solutions that align with our members' goals Purpose Driven You find meaning in making a difference and thrive in a mission focused environment where your work supports financial freedom and long-term impact Accountable & Adaptable You take ownership of your work, embrace feedback, and adapt with confidence in a fast-paced, evolving workplace We Are A purpose-driven organization with a proud legacy. Guided by our mission to enrich lives and create a world where financial freedom is a reality, we lead with heart, show up authentically, and seek to uplift our members, communities, and each other. Our culture is our power, it fuels innovation, amplifies impact, and sets us apart as we grow together and reach new heights. Key Responsibilities Grow Membership and Deepen Relationships: Expertly onboard new members and seamlessly handle Visa, consumer loan, and home equity loan applications Leverage digital tools to enhance member engagement, ensuring seamless access to online and mobile platforms, personalizing the experience Collaborate with internal and external partners such as financial advisors, merchant services, and mortgage originators to expand service offerings to our members Member Service: Maintain a polite and professional demeanor in all communications, whether in person or over the phone to build trust and foster positive relationships with members Engage in active listening during interactions with members, fully focusing on their needs and concerns, and providing thoughtful, accurate responses to ensure their satisfaction Educate members about Credit Union products and services, helping them make informed decisions and optimize their financial well-being Community: Represent the Credit Union at sponsored community events to promote positive engagement Participate in volunteer activities within the local community to support and enhance the Credit Union's presence Support and participate in business development activities such as bank at work, lunch and learns, and financial literacy events Education and/or Experience While this level of expertise will generally be attained with a minimum of two years in a previous banking/customer service role and High School Diploma/GED, priority will be placed upon the demonstration of the ability to meet qualifications without an absolute focus on duration of experience, in recognition that the attainment of such qualifications may be obtained at different paces by different individuals. Opportunities for Growth At AEFCU, your growth matters. We invest in your development with opportunities like individual development plans, educational reimbursement, job shadowing across departments, and hands-on leadership practice through specialized trainings. Whether you're building new skills or exploring new paths, you'll be supported every step of the way, because when you grow, we all rise together. AEFCU is an Equal Opportunity Employer Veterans/Disabled
    $31k-39k yearly est. Auto-Apply 8d ago
  • Relationship Banking Associate

    Nbtbancorp

    Finance service representative job in Canaan, CT

    Pay Range: $17.50 - $21.58The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
    $17.5-21.6 hourly Auto-Apply 3d ago
  • Customer Service Representative

    OTC Industrial Technologies 4.5company rating

    Finance service representative job in Newington, CT

    Competitive Pay: This position offers an hourly wage ranging $25.00/hr. depending on experience and qualifications. Customer Service Rep 2 Essential Duties and Responsibilities: * Serves as a primary contact for customers, assuring superior customer service levels are met and exceeded. * Timely processing and communication of all inquiries, quoting, returns and orders. * Knowledge of account requirements and special situations; the ability to get results for customers. * Gain specialized technical knowledge about our products and applications. * Maintain knowledge of and utilize vendor portals. * Maintain appropriate record keeping in ERP and CRM. * Gather and provide information to sales and management team. * Work cooperatively with other associates and departments; be a Team player. * Provide trouble-shooting assistance; assist with shipment issues; resolve product related problems. * Follow up with customers to ensure that issues are resolved to their satisfaction. * Be familiar with approved list of suppliers for goods and services. * Internal and external collaboration on quotes for products/services with customers/outside sellers * Review pricing records and make suggestions to Account Managers and Pricing team to get the sale of our products to our customers. * Understand and Adhere to the 80/20 playbook. * Must be able to create and update product and customer records * Upselling and Cross selling of OTC's product profile. * Advanced order entry duties including non-standard stock orders (BL, JIT and kitted products). * Any other tasks as assigned by lead/manager. Qualifications * Associate Degree or equivalent from two-year College or technical school; or High School Diploma with three (3) years related experience. * Preferred experience and knowledge of related field of industrial distribution. * Excellent customer relation and problem-solving skills. * Strong verbal, written, and interpersonal communication skills. * Detail oriented, including accurate data entry skills. * Capable of working independently, as well as a team member. * Interact with co-workers with a positive attitude to maintain a friendly and productive work environment. * Must be proficient in Microsoft Office Suite (Excel, Word, Outlook, Teams). * Ability to understand written and oral English and be proficient with computer, email, spreadsheets and look up documents online. * Ability to meet the physical requirements of the job. * Ability to work in environments that may include: * Moving mechanical parts * Fumes or airborne particles * Painting chemicals and solvents * Electrical equipment Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Sitting: Prolonged periods of sitting at a desk * Standing: Mobility within an office environment for extended periods * Walking: Moving around the office * Lifting: Occasionally lifting and carrying up to 20 pounds Competencies To perform the job successfully, an individual should demonstrate the following competencies: * Adaptability - Ability to be flexible and adjust to changes in your work environment. You can respond quickly to changing ideas, responsibilities, expectations, trends, strategies and other processes. Being adaptable also means possessing soft skills like interpersonal, communication, creative thinking and problem-solving skills. * Accuracy - Ability to detect errors in normal course of work by standard check or routine crosscheck. Errors resulting from inaccuracy would create minor confusion, delay or expense to correct the situation. * Dependability - Follows instructions, responds to management direction; Keeps commitments. * Initiative - Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. * Customer Service - Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance. * Problem Solving - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. * Planning/Organization - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Develops realistic action plans. * Communication and Interpersonal Skills - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Demonstrates group presentation skills. * Collaboration - Ability to work with others to achieve a common goal; Building and maintaining relationships through shared responsibility, respect, and empathy.
    $25 hourly 60d+ ago
  • Member Services Representative

    A.R. Mazzotta Employment Specialists

    Finance service representative job in Wallingford, CT

    Member Services Representative Our client is seeking a Member Services Representative to join their team! This role combines strong administrative skills with a creative eye for communications. The ideal candidate is organized, tech-savvy, and comfortable working across multiple platforms to support members and maintain accurate records. Key Responsibilities: Manage member account updates and maintain database accuracy. Process new memberships, send welcome kits, and assign members to the appropriate representative. Respond to member inquiries and provide information on available services. Support loss control services by addressing member needs and ensuring follow-up. Create and distribute email blasts and other communications using Mailchimp. Utilize Adobe InDesign and Photoshop to design engaging digital and print materials. Qualifications: Strong administrative background with excellent attention to detail. Proficiency with Adobe InDesign, Photoshop, and Mailchimp required. Excellent written and verbal communication skills. Comfortable juggling multiple priorities and working independently. Previous experience in a member services or customer-facing administrative role preferred. Schedule & Work Environment: Full-time, onsite position in a professional office environment. Collaborative team culture with opportunities to take ownership of projects. This is a direct hire opportunity with a well-established organization offering stability and variety in your day-to-day work. Salary of up to $60,000 depending on experience. If you're a detail-oriented administrator with creative flair and a passion for member service, we want to hear from you - apply today! #R4
    $60k yearly 20d ago
  • Member Services Representative

    A.R. Mazzotta

    Finance service representative job in Wallingford, CT

    Job DescriptionMember Services Representative Our client is seeking a Member Services Representative to join their team! This role combines strong administrative skills with a creative eye for communications. The ideal candidate is organized, tech-savvy, and comfortable working across multiple platforms to support members and maintain accurate records. Key Responsibilities: Manage member account updates and maintain database accuracy. Process new memberships, send welcome kits, and assign members to the appropriate representative. Respond to member inquiries and provide information on available services. Support loss control services by addressing member needs and ensuring follow-up. Create and distribute email blasts and other communications using Mailchimp. Utilize Adobe InDesign and Photoshop to design engaging digital and print materials. Qualifications: Strong administrative background with excellent attention to detail. Proficiency with Adobe InDesign, Photoshop, and Mailchimp required. Excellent written and verbal communication skills. Comfortable juggling multiple priorities and working independently. Previous experience in a member services or customer-facing administrative role preferred. Schedule & Work Environment: Full-time, onsite position in a professional office environment. Collaborative team culture with opportunities to take ownership of projects. This is a direct hire opportunity with a well-established organization offering stability and variety in your day-to-day work. Salary of up to $60,000 depending on experience. If you're a detail-oriented administrator with creative flair and a passion for member service, we want to hear from you - apply today! #R4
    $60k yearly 19d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Springfield, MA?

The average finance service representative in Springfield, MA earns between $19,000 and $63,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Springfield, MA

$35,000
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