Finance service representative job in Baltimore, MD
A leading investment bank in Baltimore is seeking an Investment Banking Associate to support the Industrial & Rental Services Group. The role involves industry research, financial modeling, pitch preparation, and mentoring Analysts. Candidates should have 2-4 years of investment banking experience and possess strong quantitative and interpersonal skills. A competitive salary between $150,000 - $170,000 along with a comprehensive benefits package is offered.
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$47k-71k yearly est. 5d ago
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Family Services Associate - Primary Care TheARC
Children's National Medical Center 4.6
Finance service representative job in Washington, DC
Family Services Associate - Primary Care (The ARC)
Job Description: Assists patients and families to resolve issues related to illness, injury or hospitalization. Acts as a liaison among patients/families, medical and nursing staff, and external agencies. Performs screening interviews, assists with planning and implementation of interventions დაიწყ ensures appropriate follow‑up of services. Supports expansion of food insecurity resources at the ARC, including facilitating SNAP/WIC enrollments and managing the food pantry. Responds to social determinants of health screenings at Well Child visits.
Work Schedule: Monday - Friday, 8:30 am - 5:00 pm.
Location: THEARC, 1801 Mississippi Avenue SE, Washington, DC 20020.
Salary Range: $44,782.40 - $74,630.40 (Full‑time).
Qualifications
Minimum Education: Bachelor's Degree (required).
Minimum Work Experience: One year working with individuals in crisis situations (required).
Required Skills/Knowledge: Bilingual ability preferred.
Functional Accountabilities
Delivers Patient/Family Focused Services:
Complete screening interviews of patients and families utilizing hospital‑approved screening tools.
Research appropriate resources in the hospital and community to assist patients and families; help families access and utilize those resources.
Provide needed assistance, while respecting boundaries and setting appropriate limits.
Make follow‑up contact with families, when appropriate, to monitor the outcome of interventions and to promote continuity of care (e.g., assisting with new and follow‑up appointments, hospital and community‑based referrals and applications).
Coordinates Patient Care Responsibilities with Other Family Services Staff:
Manage requests from patients and families for hospital or community resources.
Assist families with applications and manage referrals to outside agencies in coordination with the medical team for financial assistance and other programs.
Manage referrals to outside organizations as directed by social work and in coordination with the medical team.
Assist Family Services staff with special projects, such as patient/family newsletters, Sibling Day, support groups, etc.
Contributes to Effective Multidisciplinary Communication:
Communicate with social work and/or medical team about patient care needs.
Share verbally and in writing, relevant patient/family information with members of the treatment team.
Document activities according to departmental guidelines in the electronic medical record.
Participate in team meetings to address general and specific patient care issues.
Optimizes the Use of Available Resources:
Develop and maintain resource information for the department.
Promote positive working relationships with community agencies.
Serve as liaison between hospital and agency staff assisting families with resources.
Identify gaps in services and research alternatives.
Organizational Accountabilities
Meet with Team Leader for supervision to discuss case material, professional role, and projects to complete.
Meet with social work or child life partner to review work performed for individual patients and families.
Participate in Family Service Team meetings and departmental staff meetings.
Meet departmental requirements for chart recording, statistics, and other documentation and submit documents in a timely manner.
Ensure that chart documentation is co‑signed by licensed Family Services staff member.
Participate in departmental performance improvement activities.
Core Competencies
Customer Service - Anticipate and respond to customer needs; follow up until needs are met.
Teamwork/Communication - Demonstrate collaborative and respectful behavior; partner with all team members to achieve goals; be receptive to others' ideas and opinions.
Performance Improvement/Problem‑Solving - Contribute to a positive work environment; demonstrate flexibility and willingness to_constraint; identify opportunities to improve processes; make appropriate decisions using sound judgment; use resources efficiently; search for less costly ways of doing things.
Safety - Speak up when team members exhibit unsafe behaviour; continuously validate and verify information needed for decision‑making; stop in the face of uncertainty and take time to resolve the situation; demonstrate accurate, clear and timely verbal and written communication; actively promote safety for patients, families, visitors and co‑workers.
Equal Opportunity Statement
Children's National Hospital is an equal opportunity employer that evaluates qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. The “Know Your Rights” poster is available here: Know Your Rights Pay Transparency Nondiscrimination Poster.
Drug‑Free Workplace
Children's National Hospital maintains a drug‑free workplace, prohibiting the illegal use, possession or distribution of controlled substances. Though recreational and medical marijuana are legal in the District of Columbia, the hospital maintains the right to enforce its drug‑free workplace policy and prohibits recreational or prescribed marijuana.
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$44.8k-74.6k yearly 2d ago
Commercial Lines Client Service Rep
Summit Bridge Partners 4.5
Finance service representative job in Baltimore, MD
About the Role
The Commercial Lines Client ServiceRepresentative plays a vital role in supporting our commercial clients and ensuring their insurance needs are met with professionalism and care. As the primary point of contact for business clients, you will deliver exceptional service, provide expert guidance on commercial coverage, and maintain strong client relationships. This position is key to sustaining our reputation for excellence and driving client retention.
Key Responsibilities
● Provide timely and professional assistance to commercial clients regarding their insurance policies, including coverage questions, billing inquiries, and policy changes.
● Process new business applications, renewals, endorsements, audits, and cancellations accurately and efficiently.
● Proactively identify client needs and recommend appropriate coverage options or enhancements to protect their business.
● Maintain accurate client and policy information in the agency management system.
● Assist in the claims process by guiding clients and collaborating with carriers to ensure fair and timely resolution.
● Coordinate with producers and underwriters to deliver comprehensive solutions for complex commercial accounts.
About the Candidate
The ideal candidate has a strong background in customer service and experience working with commercial insurance accounts. They excel at building lasting relationships with business clients and explaining complex coverage in clear, understandable terms. Highly organized and detail-oriented, they thrive in fast-paced environments and manage multiple priorities with accuracy. Their proactive communication and commitment to service excellence make them an invaluable member of the team.
Qualifications
Experience: 2+ years in a customer service role, preferably within commercial insurance.
Active P&C license preferred but not required with the right experience
Strong written and verbal communication skills
Tech-savvy, detail-oriented, and organized
Experience with an agency management system is a plus.
Team-first mentality with a proactive and collaborative attitude
Compensation & Benefits
Competitive base pay range of $60,000 to $80,000
Full benefits package including health insurance and retirement contributions
Free parking
Work Environment
In-office role (Monday to Friday schedule).
Communication channels include phone, email, and team collaboration platforms
Small team with supportive culture and a mix of independent and group tasks
$60k-80k yearly 4d ago
Private Banker 2
First National Bank of Pennsylvania 3.7
Finance service representative job in Baltimore, MD
Primary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202.Join our team. Make a difference - for us and for your future.
Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment
This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client.
Primary Responsibilities:
Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys.
Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development.
Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities.
Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation.
Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
5
Special Skills:
Excellent organizational, analytical and interpersonal skills
Excellent communication skills, both written and verbal
Detail-oriented
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
Ability to work and multi-task in a fast paced environment
Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells
Strong underwriting acumen and prior experience with closed referrals to Wealth preferred
Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier required
Physical Requirements:
N/A
Compensation Grade:
EXT11
Pay Range:
$91,858.00 - $153,088.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$91.9k-153.1k yearly 2d ago
Customer Service Representative
Capital Bank Md 4.3
Finance service representative job in Rockville, MD
About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.
Position Purpose
Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations. Ensure a high level of customer satisfaction through the delivery of superior service. Conduct all tasks following established bank policies and procedures.
Identify opportunities to cross-sell additional products and services to existing customers. Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services. Actively support all marketing campaigns. Participate in outbound calling activities.
Position Responsibilities
Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations.
Ensure a high level of customer satisfaction through the delivery of superior service.
Conduct all tasks following established bank policies and procedures.
Identify opportunities to cross-sell additional products and services to existing customers.
Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services.
Actively support all marketing campaigns.
Participate in outbound calling activities.
Minimum Education and Experience
One year of college education or equivalent work experience
One year of experience in a cash handling position; preferably as a Teller in a Bank or Credit Union
Detail oriented
Commitment to the delivery of superior customer service
Ability to work successfully with a wide variety of people in a team environment
Ability to solve problems and use sound judgement
Strong interest in building a career in the FinancialServices Industry
Willingness to work at other locations when necessary
Technical Knowledge and Skills
Microsoft office software suite (Word and Excel)
Excellent oral and written communication skills.
Compensation
Base Salary Range: $18.39 - $24.03 hourly. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description.
Additional Compensation: This role will include a yearly annual target bonus based on individual performance
Working Arrangements
This role is expected to work in office Monday through Friday at assigned work location.
Why Join Us?
Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more!
Generous Paid Time Off and Paid Holidays.
Supporting Businesses. Helping People. Strengthening Communities.
Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$18.4-24 hourly 4d ago
Residential Service Associate
The Tower Companies 4.0
Finance service representative job in Silver Spring, MD
Resident Service Associate
Reports to: Property Manager, The Pearl
Position Type: Full Time
Objective:
The Tower Companies seeks a dynamic, driven individual to serve as the Resident Service Associate of The Pearl, a premier Class A luxury apartment community in downtown Silver Spring, Maryland. At the edge of Rock Creek Park, the Pearl is a short walk to the Metro's Red Line. The building is beautifully designed by Baltimore-based architects, Design Collective, and is filled with light and natural materials. Living at The Pearl provides residents with innovative ways to revitalize their minds and bodies by offering a peaceful retreat from the hustle and bustle of everyday life. A place to find balance, be happy and Live Wisely! The Pearl offers a luxurious experience, while maintaining Gold LEED certification. Sustainability is a hallmark of this Tower asset. The Pearl is a part of the larger Blairs District, which consists of 4 high-rise buildings, 80 townhouse units, retail and an office building on a 27-acre campus.
As a Residential Service Associate, you serve as the front-line Tower ambassador to our new and current residents at The Pearl. You are helping to build a community, one resident at a time! You take a genuine interest in those around you and representing Tower to the best of your abilities. You enjoy providing top tier customer service to all. You build trust the residents need to feel taken care of. You take pride in your residents, your community, your sales office, your coworkers, and most importantly, yourself and your work!
Key Responsibilities:
As a Residential Service Associate, you are empowered to make things happen every day at The Pearl! Prepare to give your guests an incredible client experience they will not forget! Be the difference! The Residential Service Associate responsibilities include but are not limited to:
Know the residents and building and exceed resident expectations by anticipating their needs.
Monitor resident (and building) service requests to ensure timely completion and do daily follow up calls upon completion to ensure resident satisfaction; identify and report emerging trends.
Monitor common areas inside and outside the building by checking for cleanliness and functionality of all equipment (e.g., coffee machine, electronics, fitness equipment); monitor trash & compactor, garages, parking lot, and recycling programs as needed; Submit and track service requests, as needed.
Manage resident communications such as preparing community messages, warning and lease violation letters and announcing these messages as well as service interruptions and scheduled maintenance.
Collaborate in execution of monthly resident lifestyle events and District-wide events (evening hours required).
Administer resident and visitor parking, fob activations/reservations, amenity reservations (schedule, charges, pre- and post-inspections), and schedule elevator reservations.
Receive and process fair housing and accommodation requests and transfer requests; submit for approval and follow through to completion & resident satisfaction
Resolve resident issues and concerns professionally and promptly. Own issues as they arise and ensure follow up for all matters.
Ensure follow up needed to ensure residents are adhering to lease agreement, policies and procedures.
Respond to on-site emergencies, as needed, within a reasonably short response time.
Support the financial performance of the property in accordance with the established budget. Maximize additional income by selling services and accurately charging fees (e.g., amenities, hospitality suites, parking, pets, and printers).
Support, cultivate and maintain a strong high level professional relationship with the Concierges, Sales, Finance and Maintenance Teams - keep concierges well informed, monitor incident reports and follow-up as needed; Monitor vendors' actions on site and coordinate escorts for occupied apartments.
Create an operating environment that assures consistent resident engagement, yields outstanding customer satisfaction ratings and community reviews.
Document your calls, emails, tours, follow up and anything else in Yardi and CRM to account for your work each day.
Take the initiative and make plans to attend outreach events such as community events and career fairs to interact with people about our incredible offerings.
Walk available or targeted apartments to ensure they are rent-ready.
Support future residents before and during the move- in process - do a final walk-through of the apartment, schedule elevator reservations, contact resident within 72 hours of move, complete and collect move-in inspection checklists, and coordinate with maintenance as necessary. Be ready on move-in day (keys, checklist, a welcoming smile).
Other duties and responsibilities as assigned by the Property Manager. Perform work outside this position as assigned by the Property Manager to facilitate the efficient operation of The Blairs, not to exceed fifty percent of working time.
Position Requirements & Qualifications:
A minimum of 2 or 3 years of full time successful work experience in a customer service role
A commitment to excellence and an elevated service experience as demonstrated through positive words and actions.
Strong command of the English language; verbal and in writing
Determined, persistent and consistent follow up actions until issues are resolved.
Ability to diffuse difficulty situations by employing customer service strategies and maintaining a positive attitude of service.
Outstanding work ethic; reliable, on time, trusted to work independently
Maturity and grace in all situations; discernment to know when to escalate an issue to management.
Coachable and teachable with a strong desire to learn and stay current in techniques and industry trends
Team oriented; thoughtful, respectful and considerate of others. Never putting self ahead of the team.
Social media and computer savvy; able to pick up on software programs easily.
Microsoft Office Suite skills and experience required.
Strong organizational skills and natural detail orientation; maintaining consistent documentation of work utilizing systems provided.
Capable of effectively managing multiple initiatives simultaneously.
Required to work at least one weekend a month in rotation, or as needed and assigned.
Candidates under consideration for hire must submit to and pass a background check and drug screening according to Tower's hiring standards and be willing to work in-office.
Preferred Qualifications include:
College Degree preferred
Multifamily residential experience highly preferred
The Tower Companies is an equal opportunity employer and offers a collaborative and exciting work environment, competitive salary and excellent benefits, which include medical, dental and vision coverage, as well as a 401(k) plan.
If you're interested in this position and working for The Tower Companies, please apply via our candidate portal at ******************************* No phone calls please.
About The Tower Companies
For three generations, the family-owned Tower Companies has maintained a commitment to responsible development and envisions a world where buildings inspire and enrich the lives of their occupants, and create positive social change. The green building leader owns, develops, and manages over 5 million square feet in the Washington, D.C. metropolitan area consisting of office buildings, office parks, lifestyle centers, regional malls, eco-progressive live-work-play communities and hotels with over 8,000,000 SF in the development pipeline. The Tower Companies built Blair Towns, the first LEED certified apartments in the country, and is an international authority in the industry. We have been recognized for our commitment to sustainability and energy independence by numerous national organizations and federal agencies, including US Green Building Council, US Department of Energy and the US Environmental Protection Agency.
$28k-38k yearly est. 1d ago
Financial Services Representative
MJ Morgan Group 3.6
Finance service representative job in Bel Air, MD
Ready to make a real impact? As a FinancialServicesRepresentative, you'll be the friendly face members trust and the expert who helps them reach their financial goals. Every day brings something new-from opening accounts and processing transactions to uncovering ways members can save, borrow, and thrive.
What You'll Do:
Create amazing experiences for every member who walks through the door
Help members find the right accounts, loans, and financial solutions
Handle day-to-day transactions with accuracy and confidence
Support loan applications and keep members updated along the way
Work with a supportive team that celebrates wins and drives results together
Stay sharp on products, policies, and new opportunities to serve members better
What Makes You Great for This Role:
A passion for helping people and delivering standout service
Confidence in recommending products that truly meet member needs
Strong communication, attention to detail, and problem-solving skills
Comfortable learning new systems and juggling multiple tasks
Experience in customer service, sales, or cash handling (banking is a plus!)
If you're energized by helping people, love working in a fast-paced environment, and want to grow your financial career, this role is your perfect launchpad.
Build relationships that matter-one member at a time!
$26k-31k yearly est. 4d ago
Client Service Representative (Part Time 20 Hours) (Glen Burnie Branch)
Atlantic Union Bank 4.3
Finance service representative job in Glen Burnie, MD
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client ServicesRepresentative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include:
Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$32k-43k yearly est. 4d ago
Payments Associate - Bank Operations - Bowie, MD
Wesbanco Bank Inc. 4.3
Finance service representative job in Bowie, MD
Back Payments Associate - Bank Operations #61-8629 Bowie, Maryland, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely). Market Mid-Atlantic Work Hours per Week 37.5 Requirements
High school diploma or general education degree (GED) required. Associate's Degree in Business, Finance, or Accounting preferred.
Customer Service and administrative experience required with payment or bank operations experience preferred.
Job Description
SUMMARY:
The payment areas include ACH, Wire and other real time payment channels. The payment areas handle processing of payment receipt and delivery for all customers. The primary responsibilities include handling the flow of transactions and work to ensure proper and timely posting of payments. The payment area strives to provide excellent internal and external customer support for existing consumer and business accounts.
The Payments Associate performs a variety of routine daily tasks including processing payment transactions, reviewing reports, and assisting with reconciliation duties. Responsible for providing internal customer support to all branches, treasury management, corporate banking, and lending personnel concerning questions in regards to payment processing. This position must work collaboratively with all departments within the organization.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.
Ability to communicate effectively with customers or employees in writing, in person, or via telephone.
Ability to handle workload pressure and deadlines.
Ability to work independently.
Ability to maintain confidentiality.
Team player with a positive outlook.
Must be detail oriented and have good organizational skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provides customer service via phone, mail, and email for payment processing.
Works in a queue based environment and handles the tasks as received.
Reviews and processes payment requests, maintenance, research, and customer or banking center initiated requests through various payment processing systems.
Performs transactions within associated compliance requirements.
Analyzes transactional risk and reasonableness in accordance with bank guidelines. If any concern, escalate to management.
Other job duties and/or responsibilities assigned with or without prior notice.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Demonstrated proficiency in basic computer applications such as Microsoft Office.
Knowledge of FIS IBS Insight and payment processing applications preferred.
Ability to learn payment processing systems.
ADDITIONAL INFORMATION:
The wage range for the Payments Associate position is $17.65 - $20.00 per hour and eligible for approved overtime. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays, and 1 float holiday.
WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match. Full-Time/Part-Time Full-time Area of Interest Operations All Locations Bowie, Maryland, United States
$17.7-20 hourly 2d ago
Global Equity Trader
Brown Advisory 4.9
Finance service representative job in Baltimore, MD
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office.
Core responsibilities include, but are not limited to:
As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to:
Global Trading Execution and Strategy
Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios
Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader
Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones
Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk
Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers
Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform
Strategic Relationships and Market Intelligence
Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives
Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools
Stay current on global market structure developments, regulatory changes, and trading innovations
Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps
Serve as escalation contact for colleagues with trade related questions that require complex solutions
Trading Oversight and Governance
Assist with management of CSA budget and bundled research arrangements
Produce and be able to present on quarterly best execution and board reporting
Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires
Qualifications
10+ years of global equity trading experience across global markets and managing firm risk
Proven leader and self-starter requiring limited oversight
Ability to work rotational overnight shifts to support global trading operations
Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
Collaborative and proactive mindset with strong interpersonal skills
Comfortable working in a fast-paced, deadline-driven environment
Familiarity with compliance regulations regarding best execution and fair allocation practices
Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses
Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred
Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics
We are looking for individuals with the following characteristics:
Strategic thinker with a passion for global equity, capital markets, and ETFs
Demonstrable history of success in former roles
Flexible and adaptable
Detail oriented with strong analytical skills
Superior communication skills
Ability to maintain composure and focus through stressful situations
Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations
Easily viewed as a trustworthy and dependable team player
Self-confidence
Fair and balanced in negotiating complex situations
A focused, dedicated, entrepreneurial, open-minded personality
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
$175k-200k yearly Auto-Apply 60d+ ago
Corporate & Finance, Mid-Level Banking Associate
Hogan Lovells
Finance service representative job in Washington, DC
Hogan Lovells is seeking mid-level associate to join our US banking and loan finance team. Located in the world's key financial hubs, Hogan Lovells' Finance practice operates one of the leading global practices with more than 450 lawyers located in 30 offices. Our multi-jurisdictional teams combine industry experience to provide an integrated service and capability to our clients, which include the world's leading financial institutions and companies. Our US banking and loan finance team is a fully integrated cross-office national practice that represents lenders, private equity sponsors and public and private companies, both domestically and abroad, in all aspects of lending transactions, including acquisition finance and asset-based lending. Associates on the US banking team will have opportunities to work on a highly varied portfolio of transactions for clients on both the borrower and lender side, including lines of credit for public and private companies, syndicated TLA/TLB transactions, direct lending transactions, note purchase agreement private placements, receivables financings, equipment financings and structured financings.
Among other things, ideal candidates will have significant transactional experience in bank financing transactions and related UCC matters, strong interpersonal skills with the ability to interact effectively with sophisticated client teams, a commitment to excellence and a desire to contribute to a friendly and collegial culture within our corporate and finance group and firm as a whole. We have a strong preference for candidates to be located in our New York or Washington DC office but will also consider candidates with at least four years of directly relevant experience for our Denver office.
A resume or CV is a must for our application system. We also encourage you to include a cover letter to tell us why you are interested in this position and a law school transcript (or the equivalent). Candidates for lawyer opportunities in the U.S. must have a law degree from an ABA-accredited law school and be a member of the Bar in the United States.
All search firm submissions should be sent to ***********************************, Attn: Suzanne Hudgens, Lateral Associate Recruitment Manager, National. Submissions must include a resume and law school transcript.
The expected base salary range for this role is $260,000 to $365,000 per year. This range reflects a good-faith estimate of pay at the time of posting; the actual compensation offered may vary depending on factors such as the candidate's qualifications. This position is eligible for additional forms of compensation, which may include annual performance bonuses and discretionary bonuses. Employees in this role are also eligible for benefits offered by the firm, subject to applicable plan terms and conditions, which currently include medical, dental, and vision insurance; a 401(k) retirement plan; and paid time off. Additional benefits may include relocation. Please review this link for more information regarding employee benefits in the United States.
We will consider for employment qualified applicants with arrest and conviction records in a manner consistent with the requirements of applicable law, including the San Francisco Fair Chance Ordinance and City of Los Angeles Fair Chance Initiative for Hiring Ordinance.
This job description sets forth the responsibilities of this position and may be changed from time to time as shall be determined.
Hogan Lovells is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, age, national origin, disability, sexual orientation, gender identity or expression, marital status, genetic information, protected Veteran status, or other factors protected by law.
Hogan Lovells complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact our Benefits Department at LeaveofAbsence_*******************.
Finance service representative job in Washington, DC
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
$23k-54k yearly est. Auto-Apply 51d ago
Family Services Associate - Care Coordination & Resources
Children's National Medical Center 4.6
Finance service representative job in Washington, DC
A prominent pediatric healthcare provider in Washington is looking for a Family Services Associate to assist patients and families with issues related to illness and facilitate resource access. Responsibilities include coordinating care among medical teams, conducting screening interviews, and ensuring follow-up support. Candidates must hold a Bachelor's degree and ideally have experience in crisis situations. Bilingual abilities are preferred. This position offers a full-time work schedule with a competitive salary range of approximately $44,782.40 - $74,630.40.
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$44.8k-74.6k yearly 2d ago
Personal Lines Insurance CSR
Summit Bridge Partners 4.5
Finance service representative job in Baltimore, MD
Personal Lines Client ServiceRepresentative
A well-established insurance agency in Baltimore is seeking a proactive and detail-driven professional to join their personal lines team. This position is ideal for someone with a foundation in property and casualty insurance and a passion for providing excellent support to both internal teams and policyholders. You'll work closely with internal account managers, insurance carriers, and individual clients to ensure timely and accurate service for policies related to home, auto, and personal liability protection.
Key Responsibilities
Deliver responsive and high-quality service to clients via phone and email
Assist with the intake, processing, and follow-up for policy updates, changes, and new account setup
Maintain and update service records, documentation, and internal systems accurately
Support service team in reviewing incoming policy data and troubleshooting issues
Prepare routine correspondence, coverage summaries, and support documents
Respond to carrier and client information requests in a timely, professional manner
Help with premium comparisons, policy placement options, and remarketing efforts when needed
Qualifications
2+ years of insurance experience required (personal lines)
Active P&C license preferred but not required with the right experience
Strong written and verbal communication skills
Tech-savvy, detail-oriented, and organized
Team-first mentality with a proactive and collaborative attitude
Compensation & Benefits
Competitive base pay range of $50,000 to $70,000
Full benefits package including health, dental, vision insurance and retirement contributions
$50k-70k yearly 4d ago
Business Banker 3
First National Bank of Pennsylvania 3.7
Finance service representative job in Baltimore, MD
Primary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202.Join our team. Make a difference - for us and for your future.
Business Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
Position Overview:
This position is primarily responsible for developing new business relationships and servicing current business relationships, maintaining a prospective customer call program, networking referral sources, conducting prospect blitzes, enhancing the visibility of the Bank in the community, submitting reports in order to enhance existing business relationships, developing new business relationships and contributing to the Bank's profit and loan objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new business relationships and services current business relationships by profiling and maintaining the relationship, contacting customers to determine banking needs, selling products and services to meet identified needs according to the Bank's pricing and fee schedule and resolving poor performance and other types of problems.
Maintains a prospective customer call program by using referrals and other methods to identify potential customers, making cold calls and promoting quality products and services and the Bank's image at professional organizations, community events and other activities where potential customers can be found within limits of current budget, mix of products and services and time.
Networks referral sources, primarily CPAs and Attorneys, by regularly contacting sources, hosting receptions for specific firms and recognizing, entertaining and otherwise thanking the source for referrals according to the Bank's policies and procedures in order to obtain referrals and develop new business relationships.
Works with Commercial, Retail and Trust contact personnel according to the time schedules of the group in order to enhance and promote the image of the Bank and develop new business relationships.
Enhances the visibility of the Bank in the community by participating in community events and serving on community organization boards according to the available time in order to promote the image of the Bank in the community.
Submits reports including reports on business development activities by gathering and organizing information and submitting the reports in an accurate and timely manner in order to keep management informed of business development activities and other information.
Serves as advisor and consultant to Business Development Officers 1 and 2 and Commercial Bankers for development approaches.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
7
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Compensation Grade:
EXT13
Pay Range:
$111,150.00 - $185,250.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$35k-69k yearly est. 2d ago
Client Service Representative (Colesville Branch)
Atlantic Union Bank 4.3
Finance service representative job in Silver Spring, MD
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client ServicesRepresentative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include:
Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$32k-43k yearly est. 4d ago
Global Equity Trader
Brown Advisory 4.9
Finance service representative job in Baltimore, MD
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office.
Core responsibilities include, but are not limited to:
As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to:
Global Trading Execution and Strategy
* Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios
* Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader
* Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones
* Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk
* Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers
* Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform
Strategic Relationships and Market Intelligence
* Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives
* Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools
* Stay current on global market structure developments, regulatory changes, and trading innovations
* Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps
* Serve as escalation contact for colleagues with trade related questions that require complex solutions
Trading Oversight and Governance
* Assist with management of CSA budget and bundled research arrangements
* Produce and be able to present on quarterly best execution and board reporting
* Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires
Qualifications
* 10+ years of global equity trading experience across global markets and managing firm risk
* Proven leader and self-starter requiring limited oversight
* Ability to work rotational overnight shifts to support global trading operations
* Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
* Collaborative and proactive mindset with strong interpersonal skills
* Comfortable working in a fast-paced, deadline-driven environment
* Familiarity with compliance regulations regarding best execution and fair allocation practices
* Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses
* Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred
* Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics
We are looking for individuals with the following characteristics:
* Strategic thinker with a passion for global equity, capital markets, and ETFs
* Demonstrable history of success in former roles
* Flexible and adaptable
* Detail oriented with strong analytical skills
* Superior communication skills
* Ability to maintain composure and focus through stressful situations
* Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations
* Easily viewed as a trustworthy and dependable team player
* Self-confidence
* Fair and balanced in negotiating complex situations
* A focused, dedicated, entrepreneurial, open-minded personality
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
* Medical
* Dental
* Vision
* Wellness program participation incentive
* Financial wellness program
* Fitness event fee reimbursement
* Gym membership discounts
* Colleague Assistance Program
* Telemedicine Program (for those enrolled in Medical)
* Adoption Benefits
* Daycare late pick-up fee reimbursement
* Basic Life & Accidental Death & Dismemberment Insurance
* Voluntary Life & Accidental Death & Dismemberment Insurance
* Short Term Disability
* Paid parental leave
* Group Long Term Disability
* Pet Insurance
* 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Finance service representative job in Washington, DC
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
**Job Responsibilities**
+ Champion a culture of innovation and a customer centric mindset
+ Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
+ Find ways to drive new client acquisition in partnership with the bankers
+ Embrace a culture of respect, diversity and inclusion
**Required Qualifications, Capabilities and Skills**
+ 3+ years in a similar banking, venture, credit or treasury role
+ Outstanding professional reputation and integrity
+ Strong leadership skills required
+ Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
+ Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
+ Extensive knowledge of products and services
**Preferred Qualifications, Capabilities and Skills**
+ Bachelor's degree preferred
+ Superior knowledge of the market dynamics and its business environment preferred
+ Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Washington,DC $100,000.00 - $120,000.00 / year
$23k-54k yearly est. 49d ago
Relationship Banker
First National Bank of Pennsylvania 4.5
Finance service representative job in Ellicott City, MD
Primary Office Location:10161 Baltimore National Pike. Ellicott City, Maryland. 21042.Join our team. Make a difference - for us and for your future.
Relationship Banker
Business Unit: Retail
Reports to: Varies Based on Assignment
Position Overview:
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
0
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Compensation Grade:
NEX08
Pay Range:
$18.53 - $30.89
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$18.5-30.9 hourly 2d ago
Part Time (20 Hours) - Associate Banker - (New Build) - Catonsville, Maryland
Jpmorganchase 4.8
Finance service representative job in Catonsville, MD
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.
$24k-56k yearly est. Auto-Apply 6d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Towson, MD?
The average finance service representative in Towson, MD earns between $23,000 and $72,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Towson, MD
$41,000
What are the biggest employers of Finance Service Representatives in Towson, MD?
The biggest employers of Finance Service Representatives in Towson, MD are: