Customer Service Representative
Finance service representative job in Wilmington, DE
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists
Responsibilities
Communicate with customers via phone, email and chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Qualifications
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
Commercial Lines Customer Service Representative
Finance service representative job in Medford, NJ
Job Title: Commercial Lines Customer Service Representative (CSR) (AKA, Account Manager)
Reports To: Operations Manager
Benefit Plan- benefits plan (including a 50% match of the first 10% in the 401k) as well as the chance to earn commissions, referral fees, one-time payments for certain sales, the end-of-year growth bonus structure, etc.
Job Description:The Customer Service Representative is responsible for the prompt, efficient, and effective processing and management of producers' and customers' requests for quotes, renewals, endorsements, claims, audits, new business, and for addressing other policy and customer information.
Job Functions:
Quotes - The CSR, in partnership with the producer, gathers and evaluates sufficient information to market/
re-market and quote new business, additional lines, and renewal policies on behalf of agency prospects and customers within the guideline time periods defined by agency management (further time frame details TBD).
Renewals - The CSR receives, reviews, and processes renewals on a timely basis (time frames to be defined), which includes holding renewal review meetings with the producer(s) on at least a monthly schedule.
Policy Changes/Endorsements - The CSR collects information from clients and/or the producer, and processes policy changes in a timely manner as determined by agency timeline requirements, utilizing a system for scheduled follow-up as needed to assure customer satisfaction and alerting the producer to unique situations.
Claims - Recognizing that claims is the primary reason for clients' insurance purchases, the CSR will open, manage, and monitor claims as needed for the clients of the T.C. Irons Agency (with procedures and responsibilities varying at times from the Burlington office as compared to the other office locations).
Audits - The CSR will assist the client and the producer in resolving audits on a timely (TBD) basis.
New Business - This core element of the CSR's job (which creates a sustainable revenue stream for the agency and its associates) involves coordinating actions among the client, the carrier(s)/brokerage source(s), and the producer - so that the correct details are entered into the Agency Management System, the policy is received promptly, the delivery package is prepared for the producer, the policy is mailed if personal delivery is not going to occur, etc.
Other business duties as assigned by Operations Manager as needed to generate and sustain agency profitability.
Proprietary Equity Trader Position
Finance service representative job in Philadelphia, PA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyEquity Trader
Finance service representative job in Philadelphia, PA
Chimera Securities, a CBOE Stock Exchange and SEC Registered broker dealer, is seeking experienced traders to join its existing trading desk in Philadelphia, PA. Capital contributions will be required for experienced traders. Highlights include use of a top of the line trading platform (see our website for details), trading amongst professional traders, and Lightspeed News Service and Breifing.com for all traders.
We are looking for full time equity traders whose presence will add to the trading floor while simultaneously benefiting from it. Ongoing mentorship is available.
Please email ***************************** with details of your current and prior trading experience and any other information you wish, and we will contact you. Please put 'Philly Experienced Trader' in the subject line.
For additional info regarding our company, please see our FAQ on our website: *************************
Thank you.
Chimera Securities
Easy ApplyAdvancement Services Associate
Finance service representative job in Bryn Mawr, PA
Job DescriptionSalary:
Job Purpose:
Agnes Irwin Schoolin Bryn Mawr, PA, has engaged DovetailED to lead a search for an Advancement Services Associatefor an immediate hire. Interested candidates should review the Opportunity Statementand submit a cover letter, resume, and list of references as a consolidated PDF to ZackLehman, President at DovetailED Talent Sourcing, *****************************.
Agnes Irwin School Advancement Services Opportunity Statement Link:***********************
The Advancement Services Associate will provide day-to-day support to the management of all donor information systems for The Agnes Irwin School Development Office. This is a fast-paced, deadline-driven environment managing the schools fundraising campaigns, alumnae relations program, parent relations program, and various school events. This position will work closely with the Agnes Irwin Business Office, Information Technology team, and Enrollment Management team to ensure the proper flow of information across the Agnes Irwin organization.
Reports To: Director of Database Management
Essential Responsibilities:
Systems Management
Enter constituent information and activity into the donor database; accuracy, integrity, and confidentiality are essential.
Ensure the generation of acknowledgments for donations within an appropriate timeframe.
New student/family imports, incoming/outgoing faculty & staff, obtaining and maintaining constituent mailing/email updates, and periodic audits of donor files and database records.
Assist with generating pledge reminders, work with gift officers on follow-up with donors, and conduct pledge reviews to ensure all monthly gifts have been reviewed/acknowledged.
Strategically work with team members to manage the production of scheduled and on-demand targeted mailing lists and data pulls in a timely fashion for events, direct mail, email, and other communications.
Reporting Functions
Run queries, exports and reports to support the needs of the team.
Support the Database Manager on routine reports to reflect the ongoing success and outcomes of all development efforts. Generate scheduled and on-demand reports in a timely fashion for key meetings including those of the Board of Trustees, Development Committee, and Alumnae Board.
Assist with daily and monthly Business Office reports as well as fiscal year-end auditor requests and National DASL report.
Other Duties
Manage the creation of nametags for special events
Attend and assist with Development Special Events (occasionally on weekends or evenings)
Qualifications:
Bachelors Degree is required
Minimum 3-5 years of experience in a professional setting
Experience in data management or related activity with proven accuracy and efficiency required
Experience in relationship databases required; Blackbaud Raisers Edge fundraising database preferred
Skills, Abilities and Competencies Required:
Ability to work independently in a self-directed manner and in collaboration with a variety of other people/teams
Able to handle multiple projects accurately and the ability to prioritize effectively
Possesses strong attention to detail and accuracy with superior follow-through and ability to meet deadlines
Microsoft Office proficiency with an emphasis in Word, Excel, Google and competency in mail merges
Able to work with and process information in an analytical fashion
Demonstrated ability to use good judgment and to handle confidential information with a high level of sensitivity, ensuring the privacy of donors and prospects
Strong math and computer competency required
Must have good written and verbal communication skills
Maintains a high degree of professionalism
Exceptional customer service skills
Mature professional judgment
Strong organizational capabilities
Easy ApplyChief Digital Services Officer
Finance service representative job in Philadelphia, PA
A best-in-class city that attracts best-in-class talent, Philadelphia is an incredible place to build a career. From our thriving arts scene and rich history to our culture of passion and grit, there are countless reasons to love living and working here. With a workforce of over 30,000 people, and more than 1,000 different job categories, the City of Philadelphia offers boundless opportunities to make an impact.
As an employer, the City of Philadelphia values inclusion, integrity, innovation, empowerment, and hard work above all else. We offer a vibrant work environment, comprehensive health care and benefits, and the experience you need to grow and excel. If you're interested in working with a passionate team of people who care about the future of Philadelphia, start here.
What We Offer:
* Impact - The work you do here matters to millions.
* Growth - Philadelphia is growing, why not grow with it?
* Diversity & Inclusion - Find a career in a place where everyone belongs.
* Benefits - We care about your well-being.
The Office of Innovation & Technology (OIT) is the central IT agency for the City of Philadelphia headed by the Chief Information Officer (CIO). OIT oversees all major information and communications technology initiatives for the City of Philadelphia - increasing the effectiveness of the information technology infrastructure, where the services provided are advanced, optimized, and responsive to the needs of the City of Philadelphia's businesses, residents, and visitors. OIT responsibilities include: identifying the most effective approach for implementing new information technology directions throughout city government; improving the value of the city's technology assets and the return on the city's technology investments; ensuring data security continuity; planning for continuing operations in the event of disruption of information technology or communications services; and supporting accountable, efficient and effective government across every city department, board, commission and agency.
Job Description
The Chief Digital Services Officer (CDSO) is an experienced technology leader responsible for driving the City's digital transformation agenda. This role leads the design, development, and delivery of resident-facing digital services and internal enterprise systems that power city operations. The CDSO will serve as the strategic and technical champion for digital innovation, modernizing platforms, improving accessibility, and strengthening Philadelphia's position as a nationally recognized digital government. Please note, we are looking for candidates with deep technical acumen and a foundation in modern software development.
The CDSO reports directly to the Chief Information Officer (CIO) and collaborates closely with departmental leadership across the City to align technology modernization with operational impact.
Digital Strategy Development:
* Manage the City's public-facing digital strategy. Develop and implement a comprehensive City-wide digital innovation strategy that aligns with key departmental business objectives. This includes setting the vision for digital initiatives, ensuring they integrate seamlessly with overall strategic planning and align with broad organizational goals.
* Champion innovation leadership. Lead digital innovation across departmental units. Encourage creative thinking, explore emerging technologies, and identify opportunities for growth and efficiency.
* Prioritize digital equity, and accessibility. This involves creating solutions that serve all residents, regardless of socioeconomic status or abilities and using user research and data to make informed decisions.
Leadership and Team Management:
* Lead and inspire the Software Development Director and other business units, fostering a collaborative and innovative work environment.
* Oversee the recruitment, development, and performance management of the digital innovation team.
* Excel in change management. Leading teams through digital transformations requires the ability to navigate resistance, communicate effectively, and inspire confidence in the vision.
Project Oversight and Execution:
* Oversee the design, development, and deployment of cutting-edge mobile apps, websites, and software applications.
* Ensure all digital projects are delivered on time, within budget, and meet high-quality standards.
* Ensure appropriate platform management. Oversee the development and management of digital platforms. This includes evaluating existing systems, identifying gaps, and recommending improvements.
* The CDSO must align digital initiatives with broader organizational goals, anticipate future trends, and make informed decisions.
Innovation and Trends:
* Stay abreast of emerging technologies and industry trends to ensure the city remains at the forefront of digital innovation.
* Foster a culture of experimentation and continuous improvement, encouraging the exploration of new technologies and methodologies.
Stakeholder Collaboration:
* Collaborate with key stakeholders. Work closely with cross-functional partners, including the CIO and other executive team members, to drive digital initiatives. Foster collaboration, knowledge sharing, and best practices.
* Identify opportunities for digital transformation across city departments and services to enhance efficiency, accessibility, and user experience.
Performance Measurement and Reporting:
* Establish metrics and KPI's to measure the success of digital initiatives and report progress to the CIO and other stakeholders.
* Ensure transparency and accountability in all digital projects, maintaining a high level of public trust and engagement.
* Establish and report on Return on Investment (ROI) metrics. Measure ROI for digital projects. Fine-tune approaches as needed to ensure the organization invests in the right tools and resources.
Operations
* Coordinates the development and implementation of major project timelines where appropriate.
* Follows effective relationship and project management processes in coordination with team members and engagement managers at the City.
* Sets and monitors SLAs for production systems that the team supports.
* Collaborates with City leaders, providing infrastructure and networking support.
Qualifications
Required:
* Proven track record managing complex projects.
* Ability to solve complex business problems and develop user/business-driven technology strategies and plans.
* Strong written and oral communication skills (including ability to present ideas in user-friendly, business-friendly, and technical language) and interpersonal skills with a focus on rapport-building, listening, and questioning skills.
* Proven analytical and problem-solving abilities, including the ability to anticipate, identify, and solve critical problems.
* Exceptional customer service orientation.
* At least 7+ years working in a similar field. At least 5 years of direct management experience, preferably 2+ at the executive management level. A strong background in digital technologies and a proven track record in digital transformation.
Additional Information
Salary: $175k
Important: To be considered, candidates must provide a cover letter and resume.
All applications should include the following:
* A one-page cover letter clarifying your interest and qualifications for the role. It really helps us understand why you're interested in this position. We read every single one!
* Your resume or curriculum vitae.
* Optionally, an online professional portfolio or public GitHub account.
We won't accept or review incomplete applications.
Work Setting: in-person (onsite)
Discover the Perks of Being a City of Philadelphia Employee:
* We offer Comprehensive health coverage for employees and their eligible dependents
* Our wellness program offers eligibility into the discounted medical plan
* Employees receive paid vacation, sick leave, and holidays
* Generous retirement savings options are available
* Pay off your student loans faster - As a qualifying employer, City of Philadelphia employees are eligible to participate in the Public Service Loan Forgiveness program. Join the ranks of hundreds of employees who have already benefited from this program and achieved student loan forgiveness.
* Enjoy a Free Commute on SEPTA - Starting September 1, 2023, eligible City employees will no longer have to worry about paying for SEPTA public transportation. Whether you're a full-time, part-time, or provisional employee, you can seize the opportunity to sign up for the SEPTA Key Advantage Program and receive free Key cards for free rides on SEPTA buses, trains, trolleys, and regional rails.
* Unlock Tuition Discounts and Scholarships - The City of Philadelphia has forged partnerships with over a dozen esteemed colleges and universities in the area, ensuring that our employees have access to a wide range of tuition discounts and scholarships. Experience savings of 10% to 40% on your educational expenses, extending not only to City employees but in some cases, spouse and dependents too!
Join the City of Philadelphia team today and seize these incredible benefits designed to enhance your financial well-being and personal growth!
* The successful candidate must be a city of Philadelphia resident within six months of hire
Effective May 22, 2023, vaccinations are no longer required for new employees that work in non-medical, non-emergency or patient facing positions with the City of Philadelphia. As a result, only employees in positions providing services that are patient-facing medical care (ex: Nurses, doctors, emergency medical personnel), must be fully vaccinated.
The City of Philadelphia is an Equal Opportunity employer and does not permit discrimination based on race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, source of income, familial status, genetic information or domestic or sexual violence victim status. If you believe you were discriminated against, call the Philadelphia Commission on Human Relations at ************ or send an email to *****************.
ESSA Bank, Universal Associate, Full-Time
Finance service representative job in Lansdowne, PA
Description:
Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations.
Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction.
Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level.
Follow all bank policies and operational procedures to ensure security and compliance.
Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
Respect- treat every client and colleague with dignity and respect.
Client Focus- greet customers warmly, listen attentively and provide tailored financial solutions.
Inclusion- embrace diverse perspectives creating a welcoming environment for all.
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
Leadership- show leadership in day-to-day operations by modeling a positive attitude and strong work ethic.
Integrity- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank's standards and values.
Collaboration- work effectively within a team, contribute ideas, and support colleagues.
Volunteerism- actively support and participate in community outreach and volunteer initiatives.
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
Accountability- accurately process transactions in compliance with bank policies and regulatory standards. Effectively manage cash drawer, TCD, TCR, ETM, Vault and coin machine responsibilities. Take ownership of daily job duties.
Innovation- identify opportunities to improve service efficiency or customer experience and suggest creative solutions.
Professionalism- consistently demonstrates courteous behavior, integrity, and a strong work ethic while representing the bank with a polished appearance and clear communication.
POSITION LEVEL(S) EXPECTATIONS (if applicable)
UA I- Open consumer and business deposit accounts
UA II- Ability to uncover and originate consumer loans plus all above duties.
UA III- Maintain current registration with NMLS to originate home equity loans and lines. Uncover and build upon Center of Influence and Networking Opportunities plus all above duties.
UA IV- Maintain current registration with NMLS to originate purchase mortgages plus all above duties.
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.
Requirements:
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted.
LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties.
MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.
REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
This position operates in a professional office environment with considerable time spent standing at a teller pod or sitting at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
Medical, Dental, Vision & Life Insurance
401K with company match
Paid Time Off & Recognized Holidays
Leave policies
Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
Employee Assistance Program
Employee Health & Wellness Program
Special Loan and Deposit Rates
Gradifi Student Loan Paydown Plan
Rewards & Recognition Programs and much more!
Eligibility requirements apply.
ESSA Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
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Financial Services Representative I
Finance service representative job in Mount Laurel, NJ
Job Details Branch 55 Mt Laurel - Mount Laurel Township, NJ Full Time BankingDescription
The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service, and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organizations core values.
Essential Duties
Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deductions options, and other related services.
Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs.
Responds to member's requests, problems, and complaints and/or directs them to the proper person for specific information or assistance.
Build positive relationships with other lines of business by interacting with other business units.
Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs.
Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies.
Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization.
Volunteer for SEG sign-ups and other credit union activities.
Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Required KSAs
High school diploma or GED.
Must have 2 years experience in a sales/service role within the financial services industry or other types of retail businesses.
Excellent interpersonal, verbal and written communication skills.
Knowledge of how the financial markets impact the financial services industry and excel at representing Credit Union products and operations.
Minimal travel amongst branches may be required.
Physical Requirements
Ability to sit at a desk and computer for extended periods.
Ability to lift up to 20 pounds.
In accordance with the Americans with Disabilities Act, requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Pay Range
$21.25 to $27.00
Part Time Associate Banker Greater Philadelphia (20 Hours)
Finance service representative job in Philadelphia, PA
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Auto-ApplyBanking and Debt Restructuring Associate
Finance service representative job in Philadelphia, PA
Job Description
Top 200 AmLaw firm seeks an associate to join its Banking and Debt Restructuring Practice in their Newark and Philadelphia office.
Qualified candidates must have 2-5 years of commercial real estate experience preferred. The candidate is expected to support the Firm's banking and debt restructuring and real estate practices. Workout/creditors' rights experience is a plus. New Jersey and Pennsylvania Bar admissions and strong academic record required.
Financial Services Representative - State Farm Agent Team Member
Finance service representative job in Philadelphia, PA
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Bilingual Insurance & Financial Services Representative (Spanish/English)
Drive Impact. Grow Wealth. Build Your Legacy.
Are you fluent in Spanish and English and passionate about helping people achieve financial stability and long-term security? Do you excel in sales conversations and want a high-impact career with purposeand unlimited earning potential?
Were looking for a Bilingual Insurance & Financial Services Representative to join our team. In this role, youll support individuals, families, and business owners by providing personalized insurance and financial solutions that protect their today and empower their tomorrow.
This is more than a jobits a chance to build a high-earning, mission-driven career with a respected agency that values performance, growth, and bilingual excellence.
Why Youll Love This Career
Uncapped Earnings
Competitive base pay plus commission, bonuses, and long-term income opportunities.
Meaningful Work
Help clients plan for retirement, protect their income, and build generational wealth.
Bilingual Impact
Leverage your Spanish and English fluency to expand your reach and deepen client relationships.
Full Training & Support
Licensing assistance, mentorship, and ongoing professional development in both insurance and financial services.
Real Career Advancement
Opportunities to grow into leadership roles and specialized advisory positions.
What Youll Do
Build and maintain strong, trust-based relationships with clients seeking insurance and financial guidance
Conduct personalized consultations on retirement strategies, life insurance, income protection, and investment-related solutions
Stay informed on market trends, financial products, and client needs to deliver expert recommendations
Provide exceptional service while meetingand exceedingsales and performance expectations
What You Bring
Fluency in both Spanish and English (required)
Experience in insurance, financial services, or consultative sales preferred (3+ years ideal)
Strong communication skills with the ability to simplify complex topics
Life & Health and/or Property & Casualty licenses (preferred) or willingness to obtain them (full support provided)
A driven, sales-minded approach and motivation to grow a rewarding career
Take the Next Step
If you're ready to combine your bilingual expertise, sales talent, and passion for financial empowerment into a meaningful, high-earning career, wed love to meet you.
Apply today and become a trusted advisor who builds wealth, protects futures, and makes a lasting difference in your community.
Customer Service Representative - Distribution Sales
Finance service representative job in Philadelphia, PA
Job Details Entry PEI-Genesis Philadelphia HQ - Philadelphia, PA Hybrid Full Time High School SalesDescription
*Equal Opportunity Employer Veterans/Disabled*
This is an entry level opportunity in which to learn all aspects of our business. This is a full-time position which requires dedication in a fast-paced environment. The CSR will form good relationships both internally and externally. This person will not be afraid to ask questions and will be assertive to ensure the growth of our company. The CSR will need to be open to suggestions and constructive criticism. The CSR will assist the sales representatives and back up teammates in order to ensure success.
Qualifications EDUCATION and/or EXPERIENCE:
High School education or equivalent is required. Successful completion of the company's training program is required. Some customer service experience is preferred.
TECHNICAL/MANAGERIAL COMPETENCIES:
Intermediate to advanced PC skills, as well as general knowledge of Microsoft Excel and Word is a must. Representative must show willingness to master internal computer system.
Exhibit time management skills and ability to prioritize responsibilities.
Ability to recognize a problem or potential problem and react quickly and effectively.
Display good communication skills, both written and verbal within and outside the company.
Must demonstrate good team and human relation skills, reliability, and trustworthiness.
Must be a proactive and enthusiastic team player
Punctuality and dependability are crucial
ESSENTIAL TASKS AND RESPONSIBILITIES:
Sales order entry and confirming accuracy
Expediting sales orders and proactively expediting from a backlog report
Supply customers with technical support, spec sheets and compliance documentation
Running daily and monthly reports
Assist with special projects and contract data entry
Be willing to assist the sales team when called upon
Coordinate customer returns
Act as a backup for teammates when absences or busy times occur
#LI-AS1
Banking Associate - Stafford (40 hour)
Finance service representative job in Manahawkin, NJ
Hours:
40
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.
Auto-ApplyCustomer Service Representative
Finance service representative job in Philadelphia, PA
REQUIREMENTS
Educational
· High school diploma or equivalent
· Strong working knowledge of Microsoft Office Suite, Google Documents/ Sheets
Experience
· Minimum of 3 years of experience in customer service
· Significant experience with basic office functions in a busy environment
· Prior experience in animal related industry is preferred but not required
Personal
· Flexibility in schedule and ability to cover other CSR's shifts
· Quickly learn how to pronounce, define and spell commonly used veterinary terminology
· Perform basic computer skills
· Ability to lift 30lbs
· Ability to sit for long periods of time
· Ability to stand for long periods of time
· Ability to tolerate noise and odor
As an employee in a veterinary office we often deal with barking dogs, crying cats and noxious odors, chemical or otherwise.
Reasoning Ability
· Ability to apply common sense understanding to carry out instructions furnished in written or oral. Ability to deal with problems involving several concrete variables in standardized situations. Ability to use initiative to effectively deal with variable situations in the reception area; employees or clients. Must be a solution seeker.
Mathematical Skills
· Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to reconcile the cash drawer to software reports.
ESSENTIAL FUNCTIONS
Veterinary knowledge
· Can answer client's inquiries about services we provide, and the expense involved
· Can educate clients on medically documented discharge instructions.
· Ability to recognize critical cases
Cash handling and payments
· Able to accurately explain payment policy and accepted forms of payment
· Able to accurately explain and collect deposits
Hospitality
· Ability to bond with clients and patients
· Ability to maintain a positive environment for our clients
Schedule Management
· Ability to logically schedule appointments
· Ability to recognize gaps in the schedule and address them with management accordingly
· Ability to schedule same day urgent care to avoid bottle necking.
Computer knowledge
· Proficient in using veterinary-specific medical record platforms for entering notes, updating patient histories, and processing medications.
· Comfortable navigating online scheduling systems to book, adjust, apply deposits and confirm appointments.
· Able to communicate effectively through clinic texting platforms to engage with clients and provide timely updates.
· Capable of learning and adapting to new software and technology tools used in a veterinary setting.
· Responsible for making client compliance calls to follow up on treatment plans, medication refills, and recommended services.
Telephone skills
· Receives and relays telephone, text and email messages accurately and promptly
· Answers phones promptly and in a professional and friendly manner
Personal conduct
· Can maintain positive, cooperative relationships with other employees
· Gives respect to coworkers even when busy or hectic
· Report any personnel issues to Client Service Lead
Client communications
· Can conduct oneself in a confident and professional manner
· Can turn future clients (price shoppers) into clients through relationship building and bonding
· Ability to explain Authorization Forms
Facility maintenance
· Ability to maintain a clean and organized front desk and waiting area at all times
· Is always concerned with practice appearance and promptly tends to any areas of concern
· Ensure compliance for daily, weekly, and monthly to-do lists for receptionists
Medical record management
· Can accurately verify client and patient chart information
· Oversees medical records to ensure completeness and corrects any mistakes
· Ability to explain Urgent care/Critical Care Authorization
Time management
· Understands what task must be prioritized and can multitask
· Refrains from excessive conversation that distracts from the task at hand
· Create and maintain front desk manual
Other
· Attend all hospital meetings
· Assist in training of team members.
· Support the training of new hires and assist the lead with onboarding and skill development
· Performs other duties as assigned by the Practice Manager, Lead Technician or Doctor's
· This is not an all-inclusive list, but rather an overview
At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities.
Here's what you can expect when you join our team:
Tailored development programs, mentorship, and career pathing to help you achieve your unique goals.
Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being.
Health, dental, vision, life insurance, and mental health resources to support your overall well-being.
Generous paid time off and holidays, because your personal time matters.
A supportive, collaborative environment where everyone feels a sense of belonging.
Please note: Any Benefits listed above apply to full-time employees.
At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
Auto-ApplyFinancial Sales and Service Specialist
Finance service representative job in Camden, NJ
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Sales and Service Specialist in Camden, NJ. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Financial Sales and Service Specialist is responsible for performing a variety of duties to support the customer service function of a community office, coordinating work within the department, as well as with other departments. This individual is also responsible for reporting pertinent information to the immediate supervisor and responding to inquiries or requests for information.
* Opens deposit accounts and takes loan applications.
* Responds to customer questions, quotes rates and payments, recommends services.
* Helps with account maintenance such as address changes, change of account signers, etc.
* Assists customers in obtaining specialized services from other departments, such as mortgage, wealth management, merchant services, trust services, and commercial loans; provides help to customers with specific inquiries or service problems.
* Serve as a Financial Center Associate, when required.
Education & Qualifications
* A high school diploma or equivalent with an emphasis in a business curriculum.
* Notary experience preferred or ability to obtain notary as needed.
* A minimum of one (1) year of experience in related positions preferred.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; knowledge of financial center policies and procedures; supervisory skills sufficient to manage employees; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Pay Transparency
We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Banking Associate - Beach Haven (30 Hour)
Finance service representative job in Beach Haven, NJ
Beach Haven, New Jersey, 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.
Quant Analytics Associate Senior - Business Banking Marketing Analytics
Finance service representative job in Wilmington, DE
JobID: 210691552 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $104,500.00-$150,000.00 Join our Business Banking Marketing Analytics team and help shape the future of digital marketing through data-driven insights. As a Quant Analytics Associate Senior, you will collaborate with talented professionals and senior stakeholders to optimize marketing investments and drive business growth. We offer a dynamic environment focused on innovation, career development, and continuous learning. Your expertise will enable us to deliver actionable solutions and foster a culture of high performance. Be part of a team where your skills and ideas make a real impact.
As a Quant Analytics Associate Senior in the Business Banking Marketing Analytics team, you will deliver efficient, data-driven solutions to improve digital marketing performance across web and mobile channels. You will work closely with stakeholders to define business needs, analyze campaign effectiveness, and provide actionable insights. Your role will involve managing large datasets, developing interactive dashboards, and automating analytics processes. You will help drive informed decision-making and support a culture of innovation and continuous improvement. Your work will directly influence.
The Business Banking Marketing Analytics team is dedicated to leveraging data to inform marketing strategies and optimize investments. You will collaborate with cross-functional teams, mentor team members, and contribute to talent development. Your responsibilities include managing analytics platforms, conducting market research, and designing A/B tests to evaluate marketing tactics. We value strong communication skills and the ability to translate complex analytics into clear recommendations. This is an exciting opportunity to join a high-performing team in a leading financial institution.
Job responsibilities
* Collaborate with stakeholders to define business needs and deliver data-driven solutions for digital marketing performance
* Monitor, analyze, and optimize digital marketing campaigns across web and mobile channels
* Gather, synthesize, and report data from multiple analytics platforms to provide actionable insights
* Implement and manage tracking and analytics using tag management systems, maintaining documentation for solutions
* Conduct market and competitor research to inform digital marketing strategies
* Design and analyze A/B tests to evaluate marketing tactics and recommend optimizations
* Write and optimize SQL queries and stored procedures for data extraction and analysis
* Develop and maintain interactive dashboards and reports using data visualization tools
* Organize and label reporting elements, enhance ad-hoc reporting capabilities for broad user communities
* Mentor and coach team members, support talent onboarding and development
* Foster a culture of high performance and innovation
Required qualifications, capabilities, and skills
* Bachelor's or Master's degree in a quantitative discipline (business, finance, economics, engineering, statistics, information systems, or mathematics)
* Five years of experience in data analytics, digital marketing analytics, web analytics, or data transformation and visualization
* Advanced skills in Excel and data visualization/dashboard creation using Tableau, Power BI, Google Data Studio, or Alteryx
* Strong database skills, including writing and optimizing SQL queries/scripts for data extraction and analysis
* Demonstrated ability to manage large, complex datasets and automate analytics processes across multiple data sources
* Solid understanding of IT processes, databases, and controls reporting
* Strong analytical, problem-solving, and communication skills
* Proficiency in web analytics platforms and SEO/SEM tools
* Flexibility and adaptability to listen, defend, or change direction based on consensus
* Superior judgment to mitigate risk and anticipate trends
* Self-motivated, goal-oriented, and able to deliver high-quality analytics solutions under strict timelines
* Proven ability to collaborate effectively with stakeholders and cross-functional teams
Preferred qualifications, capabilities, and skills
* Experience in campaign analysis and performance optimization, ideally within financial services or consulting firms
* Proven ability to solve business problems using scientific analytics and translate data insights into strategies
* Strong knowledge of big data disciplines, AWS, Agile methodologies, and innovative technologies
* Experience with A/B testing platforms and tag management systems
* Experience conducting market and competitor research to inform digital marketing strategies
* Ability to communicate compelling stories from data, highlighting customer behaviors and trends
* Lifelong learner with a growth mindset, actively sharing knowledge with the team
* Excellent communication skills, able to collaborate with senior leaders to support decision-making
Auto-ApplyEntry-Level Financial Representative
Finance service representative job in Southampton, NJ
Job Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Responsibilities:
Attend virtual and in-person training to enhance financial expertise.
Leverage company-provided marketing tools and industry resources.
Attend hybrid meetings, including in-person team collaboration, as required.
Develop client relationships and provide tailored financial strategies.
Participate in structured coaching and mentorship programs.
Qualifications:
Competitive mindset with a history of leadership or achievement.
No prior financial experience is required, and comprehensive training is included.
Self-motivated, coachable, and driven to succeed.
Must be authorized to work in the US.
Excellent communication and relationship-building abilities.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
Chief Digital Services Officer
Finance service representative job in Philadelphia, PA
A best-in-class city that attracts best-in-class talent, Philadelphia is an incredible place to build a career. From our thriving arts scene and rich history to our culture of passion and grit, there are countless reasons to love living and working here. With a workforce of over 30,000 people, and more than 1,000 different job categories, the City of Philadelphia offers boundless opportunities to make an impact.
As an employer, the City of Philadelphia values inclusion, integrity, innovation, empowerment, and hard work above all else. We offer a vibrant work environment, comprehensive health care and benefits, and the experience you need to grow and excel. If you're interested in working with a passionate team of people who care about the future of Philadelphia, start here.
What We Offer:
* Impact - The work you do here matters to millions.
* Growth - Philadelphia is growing, why not grow with it?
* Diversity & Inclusion - Find a career in a place where everyone belongs.
* Benefits - We care about your well-being.
The Office of Innovation & Technology (OIT) is the central IT agency for the City of Philadelphia headed by the Chief Information Officer (CIO). OIT oversees all major information and communications technology initiatives for the City of Philadelphia - increasing the effectiveness of the information technology infrastructure, where the services provided are advanced, optimized, and responsive to the needs of the City of Philadelphia's businesses, residents, and visitors. OIT responsibilities include: identifying the most effective approach for implementing new information technology directions throughout city government; improving the value of the city's technology assets and the return on the city's technology investments; ensuring data security continuity; planning for continuing operations in the event of disruption of information technology or communications services; and supporting accountable, efficient and effective government across every city department, board, commission and agency.
Job Description
The Chief Digital Services Officer (CDSO) is an experienced technology leader responsible for driving the City's digital transformation agenda. This role leads the design, development, and delivery of resident-facing digital services and internal enterprise systems that power city operations. The CDSO will serve as the strategic and technical champion for digital innovation, modernizing platforms, improving accessibility, and strengthening Philadelphia's position as a nationally recognized digital government. Please note, we are looking for candidates with deep technical acumen and a foundation in modern software development.
The CDSO reports directly to the Chief Information Officer (CIO) and collaborates closely with departmental leadership across the City to align technology modernization with operational impact.
Digital Strategy Development:
* Manage the City's public-facing digital strategy. Develop and implement a comprehensive City-wide digital innovation strategy that aligns with key departmental business objectives. This includes setting the vision for digital initiatives, ensuring they integrate seamlessly with overall strategic planning and align with broad organizational goals.
* Champion innovation leadership. Lead digital innovation across departmental units. Encourage creative thinking, explore emerging technologies, and identify opportunities for growth and efficiency.
* Prioritize digital equity, and accessibility. This involves creating solutions that serve all residents, regardless of socioeconomic status or abilities and using user research and data to make informed decisions.
Leadership and Team Management:
* Lead and inspire the Software Development Director and other business units, fostering a collaborative and innovative work environment.
* Oversee the recruitment, development, and performance management of the digital innovation team.
* Excel in change management. Leading teams through digital transformations requires the ability to navigate resistance, communicate effectively, and inspire confidence in the vision.
Project Oversight and Execution:
* Oversee the design, development, and deployment of cutting-edge mobile apps, websites, and software applications.
* Ensure all digital projects are delivered on time, within budget, and meet high-quality standards.
* Ensure appropriate platform management. Oversee the development and management of digital platforms. This includes evaluating existing systems, identifying gaps, and recommending improvements.
* The CDSO must align digital initiatives with broader organizational goals, anticipate future trends, and make informed decisions.
Innovation and Trends:
* Stay abreast of emerging technologies and industry trends to ensure the city remains at the forefront of digital innovation.
* Foster a culture of experimentation and continuous improvement, encouraging the exploration of new technologies and methodologies.
Stakeholder Collaboration:
* Collaborate with key stakeholders. Work closely with cross-functional partners, including the CIO and other executive team members, to drive digital initiatives. Foster collaboration, knowledge sharing, and best practices.
* Identify opportunities for digital transformation across city departments and services to enhance efficiency, accessibility, and user experience.
Performance Measurement and Reporting:
* Establish metrics and KPI's to measure the success of digital initiatives and report progress to the CIO and other stakeholders.
* Ensure transparency and accountability in all digital projects, maintaining a high level of public trust and engagement.
* Establish and report on Return on Investment (ROI) metrics. Measure ROI for digital projects. Fine-tune approaches as needed to ensure the organization invests in the right tools and resources.
Operations
* Coordinates the development and implementation of major project timelines where appropriate.
* Follows effective relationship and project management processes in coordination with team members and engagement managers at the City.
* Sets and monitors SLAs for production systems that the team supports.
* Collaborates with City leaders, providing infrastructure and networking support.
Qualifications
Required:
* Proven track record managing complex projects.
* Ability to solve complex business problems and develop user/business-driven technology strategies and plans.
* Strong written and oral communication skills (including ability to present ideas in user-friendly, business-friendly, and technical language) and interpersonal skills with a focus on rapport-building, listening, and questioning skills.
* Proven analytical and problem-solving abilities, including the ability to anticipate, identify, and solve critical problems.
* Exceptional customer service orientation.
* At least 7+ years working in a similar field. At least 5 years of direct management experience, preferably 2+ at the executive management level. A strong background in digital technologies and a proven track record in digital transformation.
Additional Information
Salary: $175k
Important: To be considered, candidates must provide a cover letter and resume.
All applications should include the following:
* A one-page cover letter clarifying your interest and qualifications for the role. It really helps us understand why you're interested in this position. We read every single one!
* Your resume or curriculum vitae.
* Optionally, an online professional portfolio or public GitHub account.
We won't accept or review incomplete applications.
Work Setting: in-person (onsite)
Discover the Perks of Being a City of Philadelphia Employee:
* We offer Comprehensive health coverage for employees and their eligible dependents
* Our wellness program offers eligibility into the discounted medical plan
* Employees receive paid vacation, sick leave, and holidays
* Generous retirement savings options are available
* Pay off your student loans faster - As a qualifying employer, City of Philadelphia employees are eligible to participate in the Public Service Loan Forgiveness program. Join the ranks of hundreds of employees who have already benefited from this program and achieved student loan forgiveness.
* Enjoy a Free Commute on SEPTA - Starting September 1, 2023, eligible City employees will no longer have to worry about paying for SEPTA public transportation. Whether you're a full-time, part-time, or provisional employee, you can seize the opportunity to sign up for the SEPTA Key Advantage Program and receive free Key cards for free rides on SEPTA buses, trains, trolleys, and regional rails.
* Unlock Tuition Discounts and Scholarships - The City of Philadelphia has forged partnerships with over a dozen esteemed colleges and universities in the area, ensuring that our employees have access to a wide range of tuition discounts and scholarships. Experience savings of 10% to 40% on your educational expenses, extending not only to City employees but in some cases, spouse and dependents too!
Join the City of Philadelphia team today and seize these incredible benefits designed to enhance your financial well-being and personal growth!
* The successful candidate must be a city of Philadelphia resident within six months of hire
Effective May 22, 2023, vaccinations are no longer required for new employees that work in non-medical, non-emergency or patient facing positions with the City of Philadelphia. As a result, only employees in positions providing services that are patient-facing medical care (ex: Nurses, doctors, emergency medical personnel), must be fully vaccinated.
The City of Philadelphia is an Equal Opportunity employer and does not permit discrimination based on race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, source of income, familial status, genetic information or domestic or sexual violence victim status. If you believe you were discriminated against, call the Philadelphia Commission on Human Relations at ************ or send an email to [email protected] .
Job Location
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Dental Insurance Provider Network Representative (AZ or NV)
Finance service representative job in Mullica Hill, NJ
Ameritas is seeking a Dental Insurance Provider Network Representative to drive network growth and persistency results through personal efforts at a state level. This position champions all network development recruitment projects in a specified region as assigned by the Director-Provider Networks and management team in various territories. The role is responsible for working within team performance metrics and assigned budgets. The position also partners with the Ameritas sales force at a regional level, to develop a mutual understanding of how group sales relates to provider network development.
This is a remote position to be located in either Nevada or Arizona and does not require regular in-office presence. The candidate must be located in one of the listed states and will cover a territory of Western and Southwestern states. This role will require up to 80% travel.
What you do
* The PNR (Provider Network Rep) is responsible for recruitment projects assigned by Director-Provider Networks and manager in various areas of the nation utilizing such methods as researching competitor data, developing recruitment call strategies, maintaining and posting reports, ensuring consistency through contact management leads, preparing fee increase requests, and obtaining policyholder names and approvals.
* The PNR works with the management team to improve his/her skills in recruitment methods and successes through utilizing PSS techniques, monthly coaching tips provided by the manager, recruitment ride-alongs, and through customized coaching plans and proficiency checklists identified and developed by the manager to specifically deliver increased recruitment project and overall job performance successes.
* This position assists the Sr. PNR or manager in the implementation of provider recruitment events and dental conventions in assigned recruitment project areas as necessary.
* The incumbent will be responsible for on-site reviews in their territories within the specified service standards timeframe, including scheduling and conducting office visits and educating the dental staff on Ameritas quality assurance standards. The position ensures that re-onsite follow up compliance is completed in assigned areas via phone calls, or in-office visits if necessary, and provides compliance status reports to the management team.
* This position maintains provider networks to overall persistency levels set by the company by conducting periodic "PR" calls and contacts with key providers as well as attempting to retain potentially- terminating providers in assigned areas.
* This position maintains Salesforce.com for each assigned recruitment project within specified deadlines.
* The PNR partners with the group sales reps and new STEP reps in their assigned project areas as well as local territories to offer "ride alongs" on recruiting calls and onsite visits.
* The PNR partners with the management team on a semi-annual basis to best determine key account service needs.
* The PNR will be available for enrollment and broker meeting participation, on an as needed basis
* The PNR partners with Provider Relations in the provider contracting process; in researching provider inquiries; in identifying and creating Best Practices; and providing an overall seamless level of customer service to the provider network.
* This position attends PNR team and national team meetings as required.
What you bring
* A four-year Bachelor's degree or equivalent combination of education and work experience is required.
* Proven results in individual production as demonstrated by consistently meeting or exceeding goals.
* Ability to manage multiple priorities through effective time management, organizational and decision making skills.
* Professional presentation and conduct at individual, managerial and corporate levels required.
* Comprehensive understanding of provider contracts
* Detailed dental product and plan design knowledge is essential
* Strong technical and computer skills are a must with advanced proficiencies in Word, Excel, PowerPoint, proficiency in Microsoft Teams, Internet applications, Salesforce and competitor analysis tools such as Network360.
* Completion of and certification in of Professional Selling Skills, PTS, Selling in A Competitive World is necessary
* Demonstrated ability in interpersonal and human relations skills, including verbal, written, communication and presentation skills
* A strong commitment to excellent customer service, as demonstrated by consistently meeting deadlines and effective relationship-building with customers, team members, management and internal staff.
* Travel is necessary and may require up to 80% travel in order to provide field recruitment, on-site provider visits, industry events, and sales presentations
* This role is continually challenged to develop provider networks in a competitive managed care marketplace. Network development needs change and increase on a continuous level, requiring the PNR to be adaptive and responsive to quick shifts in business plans. Because of the multiple customers with whom this position builds relationships, the incumbent must be able to work in high-stress periods, with an innate ability to work independently. Adherence to deadlines and procedures is vital to the efficacy and accuracy required of this position. Assigned projects and goals are used as motivation and disciplinary action is employed for not meeting such standards.
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:
* 401(k) Retirement Plan with company match and quarterly contribution
* Tuition Reimbursement and Assistance
* Incentive Program Bonuses
* Competitive Pay
For your time:
* Flexible Hybrid work
* Thrive Days - Personal time off
* Paid time off (PTO)
For your health and well-being:
* Health Benefits: Medical, Dental, Vision
* Health Savings Account (HSA) with employer contribution
* Well-being programs with financial rewards
* Employee assistance program (EAP)
For your professional growth:
* Professional development programs
* Leadership development programs
* Employee resource groups
* StrengthsFinder Program
For your community:
* Matching donations program
* Paid volunteer time- 8 hours per month
For your family:
* Generous paid maternity leave and paternity leave
* Fertility, surrogacy and adoption assistance
* Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.