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Insight Global
Finance service representative job in Fairfax, VA
Customer ServiceRepresentative
$20-21 Hourly Based On Experience
Looking to HIRE RIGHT AWAY!!
Shifts:
Monday-Friday: 9am-6pm
Saturday: 11am-6pm
Must Haves:
Self-sufficient - Will be opening and closing by themselves
Basic computer skills to enter shipping/tracking information
Customer Service experience
Organized, reliable, & meet deadlines
Strong written and verbal communication skills
Ability to lift packages of 30-50lbs when needed
Day to Day:
This is a huge opportunity to get your foot in the door with a large fortune 500 company. The associate will have the potential opportunity to eventually grow with the operations, finance, or marketing divisions of the company if desired. The Associate will be opening and closing the store each day. They will be helping take packages from customers and ensure the packages are logged correctly to end up in the right location. They will be servicing anywhere from 1-2 clients per hour and helping to create new shipment logs/labels. They will be able to reach out to other team members for any questions that need to be escalate
$20-21 hourly 2d ago
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Call Center Customer Service Representative
The Midtown Group 4.4
Finance service representative job in Washington, DC
At least seventeen (17) Medicaid related Call Center Customer ServiceRepresentatives are needed for a long-term project in DC. These positions are 100% onsite and located downtown, near Farragut North Metro Station.
The Midtown Group is teaming up with a leading technology company to support a D.C. government department that offers its residents a Medicaid program. Our collective goal is to modernize and optimize DC's Medicaid program while offering outstanding customer support. Our venture is focused on improving outcomes, enhancing provider experiences, and safeguarding program integrity. For this project, our partner will provide technology, and we will provide people and expertise across several functions, including contact center operations.
Our Customer ServiceRepresentatives will support D.C. medical providers who need assistance with invoices and payments for service they provide DC Medicaid recipients.
These positions are in-person, located in Downtown D.C. There are no plans to move to hybrid or fully remote models. Interviews begin on Thursday, 12/18/25, and these engagements are expected to start on 1/29/26 and may continue for up to two or three years or longer.
Key job tasks
CSRs have several job responsibilities, and some of the critical ones are:
• Receive inbound contacts using the contact center platform, respond to general customer questions,
provide consultancy using insurance and healthcare expertise available in the knowledgebase, and
escalate to appropriate staff as needed.
• Handle and process contacts so that service level targets are exceeded.
• Process requests and document contacts, including updates to account history with results of the
interaction to include proper documentation. This is critical, as this case history is referenced by CRSs and supervisors to understand what has taken place to date and how to best resolve an issue or progress a case.
• Interface with team members, management, and customers to resolve customer service issues.
• Review and recommend modifications to procedures and workflow, as needed, to ensure efficient and effective processing of transactions.
• Conduct outbound customer contacts in response to customer direction or other business needs.
• Attend twice-weekly pre-shift meetings, on Mondays and Thursdays, to hear essential information from supervisors, to participate in interactive Q&A, etc.
• Follow contact center scripts, properly verify callers, gain permissions to disclose information, or
assist, and fully document each contact.
Performance measurement
The Midtown Group measures performance in several ways, with the key ones being:
• Quality Assurance assessments: CSRs may have their calls monitored and assessed at any time during a shift. We and our partner monitor and assess our CSRs regularly. CSRs are expected to maintain or
exceed a QA pass rate of 90%+. Calls are considered failed if a CSR misses or incorrectly performs any critical element of the job. These items are well-covered in training and reinforced during pre-shift and individual coaching sessions.
• Call handling metrics are a good measure of performance and the three focus areas are:
• Percent of your shift that you are either on a call or available to take a call.
• Length of call. We are here to provide efficient, professional assistance, so a consistent record of
accomplishment of extraordinarily long or noticeably short calls is frowned upon.
• Percent of calls that you transfer. This often indicates that a CSR is unable or unwilling to assist
callers.
• Attendance
Minimum requirements
• High School Diploma or equivalent, 2-year post-high school Degree, or bachelor's degree.
• Typically, four + years of on-site/in-person multi-channel contact center experience in a similar or
related field.
• Proficiency with basic help desk software, computer software and Microsoft Office applications.
• Problem-solving skills to bring inquiries to effective resolution.
• Customer service skills, with an emphasis on written and oral communication, to respond to inquiries
professionally and efficiently.
• Medicaid and health insurance experience is strongly preferred.
Other important skills
The ability to provide exceptional customer service is important to the Midtown Group and our
client. If you have the service gene - if helping others is in your DNA - we are happy to have you join us.
Our most effective and successful Customer ServiceRepresentatives exhibit the following
skills:
• Conduct themselves with professionalism, empathy, patience, courtesy, and intact.
• Communicate effectively, clearly, and professionally.
• Listen carefully to understand the caller's situation, to determine the caller's needs, to read and
understand the case history, and to provide the appropriate course of action.
• Effectively collect and handle sensitive data and personal information, as needed.
• Deal well with conflict, as well as complex and emotional situations.
• Be flexible, and able to work independently.
Hours, project duration, etc.
The contact center operating hours are Monday through Friday, from 8:00am to 5:00pm ET.
However, schedules will be between the hours of 7:45am to 5:15pm ET, to allow for pre-shift
sessions and last-minute contacts/wrap up.
The contact center is closed on Federal holidays. Candidates must be able to work 40 hours per
week.
The base period for this contract is one year, through November 2026, with two additional annual
option periods. This contract could run for nearly three years, until November 2028
$33k-41k yearly est. 2d ago
Project Finance Associate Attorney
Career Legal 4.5
Finance service representative job in Washington, DC
A national Am Law Top 100 firm is seeking a mid-level attorney to join its Washington, D.C. office. This position involves sophisticated transactional work supporting clients engaged in major energy and infrastructure initiatives across the U.S. and internationally.
Position Overview
The attorney will assist clients with a variety of complex commercial arrangements related to the development and operation of large-scale assets. Responsibilities may include:
Drafting and negotiating contracts connected to development, construction, supply, investment structures, and joint ventures
Reviewing long-form agreements and identifying key legal and business issues
Assisting in structuring commercial relationships and supporting clients through multiple phases of ongoing transactions
Coordinating deliverables and information across internal teams and external stakeholders
Supporting matters that require collaboration across offices and practice groups
This role provides meaningful responsibility, exposure to high-value work, and opportunities to engage with clients on long-term business matters.
Desired Qualifications
The firm is seeking candidates with:
4+ years of transactional experience in areas such as energy, infrastructure, finance, or other complex commercial transactions
Strong drafting and analytical skills
Ability to manage multiple active matters simultaneously
Clear communication skills and a collaborative approach
Admission to the Washington, D.C. Bar, or eligibility to obtain it
Interest in large commercial projects and multi-party transactions is beneficial.
Compensation
Salary range for Washington, D.C.: $320,000 - $400,000
Bonus eligibility
Full benefits package, including health coverage, retirement plans, paid leave, and professional development resources
About the Firm
The hiring organization is a national Am Law Top 100 firm with a broad platform and an international footprint. Attorneys work closely with colleagues across various offices and practice areas on sophisticated matters involving diverse industries. The culture emphasizes teamwork, professional growth, and opportunities to take on substantial responsibility from an early stage.
$38k-63k yearly est. 3d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Finance service representative job in Arlington, VA
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 ***************************
$69k-128k yearly est. Easy Apply 60d+ ago
Sales Representative
Mission Roofing
Finance service representative job in Centreville, VA
We're on the lookout for business partners who are ready to grow and hit their personal goals. We're over the typical 'sales pitch' job ads and the same old noise - it's time for something better. At Mission, you'll get the stability of a 9-to-5 with the excitement of unlimited earning potential. If you're driven, ambitious, and ready to build something real, let's make it happen.
What Mission Has to Offer:
Autonomy: We treat you like the adult you are. No micromanaging, just a supportive management team available when you need them.
Flexibility: Your schedule is in your hands. Out in the work and enjoy time off when you want it.
Teamwork: Collaborate with driven colleagues who enjoy working together and strengthening the team.
Training: We pay you while you train, and we don't throw you to the wolves when you're done.
Should You Apply?
Previous experience needed? No
Strong work ethic needed? Yes
Do I need equipment? All needed equipment will be provided
We kept this job description short and sweet, hoping you'll give it a good read before applying. We thought about adding a "secret code word" to make sure people actually read it, but we're going to trust that if you apply, you're genuinely interested. Look, we even put it in bold. Pickles.
The following is required by law. Disclaimer:
Note that earnings for Sales Representatives vary based on individual performance. We are an equal opportunity employer, committed to providing equal employment opportunities to all applicants and employees regardless of race, color, religion, sex, national origin, age, disability, genetic information, gender identity, sexual orientation, marital status, pregnancy, veteran status, or any other legally protected characteristic. We base our hiring decisions on qualifications, skills, and job-related experience. We adhere to all federal, state, and local laws regarding nondiscrimination in employment.
$41k-77k yearly est. 5d ago
Part Time (30 Hours) Associate Banker Seven Corners, Falls Church, VA
JPMC
Finance service representative job in Falls Church, VA
We have a passion 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
$61k-125k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
Opus Global 4.6
Finance service representative job in Silver Spring, MD
Job Type: Full Time/Non-Exempt Pay Rate: $18.50/hr, plus a full benefits package including medical, dental, vision, disability, life insurance, voluntary benefits and 401k with a company match Envirotest is a proud subsidiary of Opus Inspection, the worldwide provider of vehicle emissions testing equipment and services. Our mission: to make the world a cleaner and safer place by providing highly effective solutions for vehicle inspection through innovative technologies, customer focus and operational excellence. We are looking for a passionate Customer ServiceRepresentative to join our team and assist our motorists in understanding their emission testing results.
Responsibilities:
* Explain emissions testing results to motorists and help customers understand what to do when their vehicle fails its emission test.
* Guide motorists through waiver process and extension requests.
* Review motorists' waiver and extension forms to ensure they meet MVA standards, then granting or denying each according to state regulations.
* Perform emission tests when needed.
* Creating a clean and professional environment to keep our station clean and welcoming.
* Other duties as assigned.
Minimum Qualifications:
* High school diploma or equivalent
* Completion of certification training program for customer service/emissions testing
* Friendly, professional communication skills
* Strong organizational skills and attention to detail
* Comfortable standing for long periods (up to 90% of the shift)
* Automotive knowledge and/or customer service experience is a plus
$18.5 hourly 35d ago
Cloud Services Financial Specialist
Steampunk
Finance service representative job in McLean, VA
We are seeking a detail-oriented Cloud ServicesFinancial Specialist to support our FinOps strategy and implement scalable chargeback/showback models for cloud usage across the organization. The ideal candidate will work closely with Cloud Operations, Finance, and Business Unit stakeholders to ensure cloud spend transparency, cost optimization, and accurate financial reporting.
Contributions
Key Responsibilities:
Coordinate account setup, billing structures, and cost allocations with agency stakeholders, Cloud Service Providers (CSPs), and internal departments.
Support monthly, quarterly, and annual cloud budget forecasting and variance analysis.
Partner with finance to integrate chargeback data into financial systems or billing processes.
Assist with vendor management and contract analysis for cloud services.
Track and report on key performance indicators (KPIs) related to cloud usage and financial impact.
Maintain accurate financial records and tracking of cloud expenditures, credits, and funding sources.
Reconcile monthly invoices, ensuring costs are properly allocated to grants, cost centers, or internal accounts.
Assist in developing and maintaining standard operating procedures (SOPs) for financial and billing processes.
Monitor cloud spending and usage, and provide regular reporting and analysis.
Identify and resolve billing discrepancies or funding allocation issues in coordination with stakeholders.
Stay current on policy updates, cost allocation rules, and credit usage guidelines.
Support audit requests, internal reviews, and data calls related to cloud financial management.
Contribute to continuous process improvement and financial compliance efforts.
Qualifications
Bachelor's degree.
5+ years of experience in financial analysis, billing, cost accounting, or grants management.
Must have prior government contracting experience.
Understanding of federal grant funding mechanisms and internal funding processes.
Experience supporting federal internal funding mechanisms, including preparation or execution of MOUs, IAAs, DCCs, or related funding documentation to establish billing and cost recovery processes.
Experience with FinOps principles and tools (e.g., CloudHealth, Cloudability, AWS Cost Explorer).
Proficiency in Microsoft Excel and financial reporting tools.
Familiarity with federal research administration or academic research environments.
Knowledge of cloud billing systems (AWS, Google Cloud, Azure).
Experience with acquisitions and contracts management.
Strong attention to detail, analytical, and organizational skills.
Excellent written and verbal communication abilities.
Ability to obtain and maintain a Public Trust clearance.
Preferred:
Previous federal government experience.
FinOps Certified Practitioner or equivalent certification.
Experience with scripting or automation tools (e.g., Python, SQL, or cloud-native solutions).
Familiarity with ITIL or project management frameworks (e.g., Agile, Scrum).
Experience with financial systems such as Costpoint, Oracle, or similar ERP platforms.
About steampunk
Steampunk relies on several factors to determine salary, including but not limited to geographic location, contractual requirements, education, knowledge, skills, competencies, and experience. The projected compensation range for this position is $90,000 to $120,000. The estimate displayed represents a typical annual salary range for this position. Annual salary is just one aspect of Steampunk's total compensation package for employees. Learn more about additional Steampunk benefits here.
Identity Statement
As part of the application process, you are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud.
Steampunk is a Change Agent in the Federal contracting industry, bringing new thinking to clients in the Homeland, Federal Civilian, Health and DoD sectors. Through our Human-Centered delivery methodology, we are fundamentally changing the expectations our Federal clients have for true shared accountability in solving their toughest mission challenges. As an employee owned company, we focus on investing in our employees to enable them to do the greatest work of their careers - and rewarding them for outstanding contributions to our growth. If you want to learn more about our story, visit *************************
We can recommend jobs specifically for you! Click here to get started.
$90k-120k yearly Auto-Apply 4d ago
Financial Services Representative - State Farm Agent Team Member
David Munson Agency
Finance service representative job in Bethesda, MD
I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential. You will have a chance to learn how to market products and manage a business first hand while participating in my focused program to develop and enhance your skills and experiences. This could be the start of an exciting, challenging and fun career!
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Work with the agent to establish and meet marketing goals.
Use a customer-focused, needs-based review process to educate customers about insurance options.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Health benefits
Profit sharing
401K
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement in my agency
Signing Bonus up to $
Learning to market property/casualty, life, health, bank and mutual fund products
Setting sales and growth goals
Working closely with the agent to gain an understanding of the agents role and office logistics
Learning how to network effectively
If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process.
State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.If you choose to pursue an agency opportunity, you will need to apply and go through the regular State FarmInsurance Companies agentselection process
$30k-54k yearly est. 30d ago
Financial Services Representative - State Farm Agent Team Member
Scott McGrew-State Farm Agent
Finance service representative job in Ellicott City, MD
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Signing bonus
Training & development
Tuition assistance
ROLE DESCRIPTION:
At the Scott McGrew Agency, we are more than just an insurance and financialservices providerwe are a family. Our commitment to delivering customer-focused solutions drives everything we do. We pride ourselves on creating a warm, supportive atmosphere where clients and team members alike feel valued and empowered. Our goal is to be the one-stop solution for all insurance and financial needs, ensuring comprehensive and personalized service every step of the way.
As a Registered Representative with my agency, you will successfully market the financial products that help manage everyday risks. Your proficient knowledge of our financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Are you interested in owning your own business? This is a great way to become a successful Agent Aspirant.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financialservices preferred but not required.
Analytical and communication skills are a must.
FINRA Series 6 and 63 licenses preferred.
Life and Health license preferred.
$30k-55k yearly est. 25d ago
Automotive BDC Agent - Sales & Service (Franchise Dealerships)
Sabmd LLC
Finance service representative job in Sterling, VA
High-Paying Automotive BDC Agent - Sales & Service | Easterns Automotive Group (Franchise Dealerships)
Company: Easterns Automotive Group Location: Sterling, VA
Easterns Automotive Group is expanding our franchise new-car operations (Hyundai, Nissan, and more) and seeking a high-energy BDC Agent to support both Sales & Service . You'll be the friendly, professional voice that helps customers schedule test drives, set service appointments, and stay connected to their dealership experience. This role is performance-driven -every quality conversation moves the needle, and top performers earn top pay .
You'll work primarily inside our BDC, partnering closely with Sales Managers, Service Advisors, and store leaders across locations (with a focus on Nissan & Hyundai). Tools include VinSolutions CRM (core), with Mastermind and CDK experience considered strong pluses.
Benefits
When you join Easterns Automotive Group, you are not merely an employee but a valued member of a family that prizes your professional growth and well-being. Our extensive benefits package includes:
Health & Dental Insurance: Ensuring the well-being of you and your family.
Vision Insurance: Taking care of your eye health.
Life & Disability Insurance: Providing financial security for you and your loved ones.
Health Savings Account: Additional flexibility for your health care needs.
401(k) Matching: Contributing to secure your financial future.
Paid Time Off & Parental Leave: Because we know life happens.
Flexible Schedule: Balancing your work and personal life.
Paid Training & Tuition Reimbursement: Invest in your continuous personal and professional development.
Employee Discounts: Enjoy exclusive discounts on vehicles and services as our token of appreciation.
Responsibilities
Sales (BDC)
Manage inbound/outbound calls, texts, and emails to set qualified test-drive appointments .
Use VinSolutions to document every interaction, schedule follow-ups, and maintain pipeline hygiene.
Reconnect with existing customers for trade-ins, lease renewals, and upgrade opportunities (Mastermind a plus).
Coordinate with store leadership to ensure vehicle availability and timely customer updates.
Service (BDC)
Field inbound service calls/texts; triage concerns and schedule service appointments in alignment with shop capacity.
Set expectations on drop-off/waiter , estimated timelines, diagnostic fees, and transportation/loaner policies.
Send confirmations, reminders, and no-show recapture messages; keep customers informed on status changes.
Document clear, concise concern notes (customer voice, mileage, warning lights) so Advisors can move fast in CDK .
Customer Experience & Team Support
Deliver a professional, courteous experience in every interaction.
Maintain KPI discipline (answer rate, book rate, show rate, RO conversion for service, sold-through for sales).
Collaborate with Sales Managers and Service Advisors to resolve issues and accelerate appointment conversion.
Qualifications
VinSolutions CRM proficiency (required or strongly preferred).
Mastermind and CDK experience are strong pluses.
Prior service call/appointment coordination experience (dealership or high-volume environment) preferred.
Excellent phone, text, and email communication skills; professional, friendly tone.
Organized, detail-oriented, and self-motivated with strong follow-through in a fast-paced setting.
Previous BDC, call-center, or dealership experience (sales and/or service) preferred.
Bilingual (English/Spanish) is a plus.
Compensation
Base Salary + Commission , with an earning potential of $44,000 - $88,000 per year .High-paying opportunity for top performers- your results determine your income .Includes paid training and continuous development from experienced leaders.
If you're people-centric, organized, and ready to grow with a fast-paced, high-reward team, apply today and join the franchise group at Easterns Automotive Group- where performance pays and professionalism drives success.
$44k-88k yearly Auto-Apply 59d ago
Financial Services Representative - State Farm Agent Team Member
Isabel Thao Nguyen-State Farm Agent
Finance service representative job in Fairfax, VA
Job DescriptionBenefits:
Life Insurance
Bonus based on performance
Opportunity for advancement
Paid time off
Parental leave
Training & development
ROLE DESCRIPTION:
As a Financial Advisor with Isabel Nguyen State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financialservices.
Analytical and communication skills.
Active SIE, Series 6, Series 63 and Series 65.
WHAT WE OFFER:
Base salary + commission
An existing book of business
In-person role with strong growth potential
Supportive team and positive work environment
If you're passionate about helping clients with their financial planning, we want to meet you!
Finance service representative job in Washington, DC
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
**Job Responsibilities**
+ Champion a culture of innovation and a customer centric mindset
+ Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
+ Find ways to drive new client acquisition in partnership with the bankers
+ Embrace a culture of respect, diversity and inclusion
**Required Qualifications, Capabilities and Skills**
+ 3+ years in a similar banking, venture, credit or treasury role
+ Outstanding professional reputation and integrity
+ Strong leadership skills required
+ Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
+ Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
+ Extensive knowledge of products and services
**Preferred Qualifications, Capabilities and Skills**
+ Bachelor's degree preferred
+ Superior knowledge of the market dynamics and its business environment preferred
+ Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Washington,DC $100,000.00 - $120,000.00 / year
$23k-54k yearly est. 27d ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Washington, DC
Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry.
As a FASTSIGNS Customer ServiceRepresentative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients.
The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized.
FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service.
Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center.
We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person?
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$33k-40k yearly est. Auto-Apply 60d+ ago
Banking Associate PT (20 Hrs.) (Laurel)
TD Bank 4.5
Finance service representative job in Laurel, MD
Hours: 20 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
* Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
* Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
* Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
* Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
* Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
* Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
* Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
* High school diploma or GED
* 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
* Demonstrated Customer Service skills preferred
* Ability to work during operating hours to include evenings, weekends and holidays as scheduled
* Teller experience preferred
* Required to complete Teller training and part 1 of platform training upon hire
* Strong organization skills to handle multiple tasks in a fast-paced environment
* Excellent communication skills with ability to be concise, clear and consistent
* Demonstrated effective problem-solving skills
* Demonstrated ability to schedule and prioritize work
* Demonstrated ability to work independently and within deadlines
* Sound judgment in decision making and problem solving
* Proficient in Microsoft Office
* Notary License preferred
Customer Accountabilities:
* Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
* Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
* Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
* Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
* Understands and supports the Bank's customer service strategy
* Considers the impact of decisions on the well-being of TD, its customers and stakeholders
* Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
* Ensures tasks are performed within established policy and procedures
* Successfully completes all required job specific, compliance-related training
* Understands, utilizes and follows compliance/risk and control programs
* Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
* Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
* Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
* Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
* Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
* Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
* Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
* Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
* Follows policy and procedure for Customer Authentication
* Acts as Dual Control agent when required
* Follows all required open/close procedures
Employee/Team Accountabilities:
* Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
* the team
* Be an active participant in personal performance and development activities
* Acts as a brand champion both internally and externally
* Collaborates with team members in contributing to the success of the team and organization
* Partners as a team player
* Actively seeks opportunities to improve delivery of work with high attention to quality standards
* Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
* Positively embraces change
* Adheres and participates in TD's Shared Commitments
* Models quality service at every Customer interaction
* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
* May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financialservices, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$22-27.8 hourly Auto-Apply 7d ago
Financial Services Representative State Farm Agent Team Member
Anh Nguyen-State Farm Agent
Finance service representative job in Alexandria, VA
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
Job Title: Sales Representative Company: Anh Nguyen State Farm Agency About Anh:
Anh Nguyen State Farm Agency is a leading provider of insurance and financialservices, committed to helping individuals and families protect what matters most and achieve their financial goals. We take pride in providing exceptional customer service and building long-lasting relationships with our clients.
Focused on Life Insurance & Other Risk Management
Focused on Relocation of current State Farm customers
Competitive Auto and Homeowners Quotes
Double check Discounts Available
Exotic Travel Qualifier
Chairman's Circle Qualifier
President's Club Qualifier
Million Dollar Round Table Qualifier
Member of Alexandria Rotary Club
Member of Alexandria Chamber of Commerce
Focus in working with local business owners
Long time resident of Northern Virginia
Position Overview:
We are seeking a dynamic and motivated salesperson to join our team. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets.
Responsibilities:
Cultivate and maintain strong relationships with existing and prospective clients through effective communication and exceptional customer service.
Identify client needs and recommend appropriate insurance and financial products tailored to their individual circumstances.
Generate leads through networking, referrals, and marketing initiatives to expand the agency's client base.
Conduct thorough insurance policy reviews and provide guidance on coverage options and cost-saving opportunities.
Meet or exceed sales goals and performance metrics while adhering to company policies and procedures.
Qualifications:
Previous sales experience in insurance, financialservices, or a related field is preferred but not required.
Excellent communication and interpersonal skills with the ability to connect with diverse clientele.
Strong work ethic and self-motivation to achieve personal and team objectives.
Ability to multitask, prioritize, and work effectively in a fast-paced environment.
Proficiency in basic computer skills and willingness to learn new technology platforms.
Must be able to obtain the Property and Casualty Insurance License
Must be bilingual Spanish or Vietnamese
Benefits:
Competitive base salary plus commission and bonus opportunities.
Comprehensive training and ongoing support to help you succeed in your role.
Career advancement opportunities within the agency and the broader State Farm network.
Paid time off and holidays.
How to Apply:
If you are passionate about helping others and thrive in a sales-driven environment, we want to hear from you! Please submit your resume and a cover letter outlining your relevant experience and language proficiency to [insert contact information].
Anh Nguyen State Farm Agency is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage individuals from all backgrounds to apply.
$28k-51k yearly est. 23d ago
Financial Services Representative State Farm Agent Team Member
Chris Aguirre-State Farm Agent
Finance service representative job in Kensington, MD
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
Are you a dynamic and results-oriented individual with a passion for sales and customer service? Do you want to be part of a supportive team that values your contributions and offers excellent growth opportunities? Look no further! Chris Aguirre State Farm is seeking a Sales Representative to join our growing team.
About Us:
At Chris Aguirre State Farm, we take pride in being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have the backing of a renowned brand known for its integrity and reliability.
Role and Responsibilities:
As a Sales Representative at Chris Aguirre State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include:
Sales and Consultation: Engaging with potential customers to assess their insurance needs and provide them with personalized insurance solutions that align with their requirements.
Lead Generation: Proactively seeking new business opportunities through various channels, such as referrals, networking, and community involvement.
Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have.
Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financialservices that benefit our customers.
Team Collaboration: Collaborating with our dedicated team to create a seamless customer experience and achieve collective sales targets.
Qualifications:
To excel in this role, we are seeking candidates with the following qualifications:
Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed.
Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and explain insurance concepts clearly.
Customer-Centric: A strong desire to help customers and provide exceptional service that exceeds their expectations.
Goal-Driven: A self-motivated individual with a proven track record of meeting and exceeding sales targets.
Insurance Knowledge: While not mandatory, familiarity with insurance products and industry practices will be advantageous.
Bilingual Spanish
Benefits
Ongoing training and development opportunities to enhance your skills and knowledge.
A supportive and collaborative team that feels like family.
Opportunities for career growth and advancement within the agency.
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
HOURS
Weekdays 9AM - 5PM
$30k-54k yearly est. 19d ago
Registered Representative - State Farm Agent Team Member
Jose Herrera-State Farm Agent
Finance service representative job in Arlington, VA
Job DescriptionBenefits:
Retirement Savings
Bonus based on performance
Competitive salary
Flexible schedule
Free food & snacks
Paid time off
Parental leave
Training & development
ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Jose Herrera - State Farm Agent, you will play a key role in helping customers protect what matters most by marketing and providing State Farms wide range of insurance and financial products. Your in-depth knowledge of insurance policies, investment options, and financialservices enables you to take a consultative approach, educating clients on personalized solutions that fit their unique needs and goals. With strong interpersonal skills and attention to detail, you will build trusted relationships, guide clients through the application process, and ensure compliance with state and federal regulations. Your dedication to excellent customer service and financial stewardship makes you an essential part of a thriving State Farm agency.
RESPONSIBILITIES:
Provide investment options and consult securities
to customers.
Conduct financial needs analysis and recommend investment products.
Manage customers portfolios and provide ongoing support.
Stay updated on market trends and regulatory changes.
Conduct presentations and seminars on investment topics.
Maintain accurate records of transactions and customers interactions.
Ensure compliance with industry regulations and standards.
QUALIFICATIONS:
SIE, Series 6 & 63 license or Series 7 and other relevant certifications.
Strong knowledge of investment products and financial markets.
Communication and customer service skills.
Ability to build and maintain customers relationships.
Detail-oriented with strong analytical skills.
Proficiency with financial software and tools.
High ethical standards and professionalism.
$43k-81k yearly est. 7d ago
Premier Banker Full Time - Greater Fredericksburg District, Woodbridge VA
Wells Fargo 4.6
Finance service representative job in Woodbridge, VA
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financialservices leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financialservices employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
In this role you will:
* Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
* Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
* Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
* Escalate banking related issues or business risks that require an in-depth evaluation
* Advise customers on various aspects of recommended and available financial options and services
* Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
* Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
* Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
* Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
* Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
* Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
* Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* 3+ years of experience building and maintaining effective relationships with customers and partners
* 3+ years of experience recommending products and services
Desired Qualifications:
* Financialservices industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
* Experience recommending financialservices products and services
* Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
* State Insurance license(s)
* 3+ years of experience in a licensed financialservices position
* Customer service focus with experience handling complex transactions across multiple systems
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Excellent verbal, written, and interpersonal communication skills
* Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
* Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
* Ability to follow policies, procedures, and regulations
* Ability to educate and connect customers to technology and share the value of self-service digital banking options
* Experience using strong business acumen to provide financialservices consultation to small business customers
* Knowledge and understanding of financialservices consumer lending products
* Ability to interact with integrity and professionalism with customers and employees
* High motivation with ability to successfully meet team objectives while maintaining individual performance
* Experience mentoring and peer-coaching others
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* Adherence to Wells Fargo sales practices risk management culture
* Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
* For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
* State Insurance license(s) are required for this role and must be completed within a specified period
* Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
* Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position
* Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
* A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* This position is not eligible for Visa sponsorship
Locations:
* Smoketown Plaza: 13716 Smoketown Rd Woodbridge, VA 22191
* Salisbury Road: 131 Garrisonville Rd Stafford, VA 22554-1523
* County Center: 12711 Marblestone Dr Woodbridge, VA 22191
* Woodbridge Branch: 13891 Richmond Hwy Woodbridge, VA 22191
* Dale City: 2876 Dale Blvd Woodbridge, VA 22193
* Port Potomac: 16300 Navigation Dr Woodbridge, VA 22191
* Tacketts Mill: 12771 Harbor Dr Woodbridge, VA 22192
* Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting.
Posting End Date:
30 Dec 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$63k-123k yearly est. 26d ago
In-Person Licensed Therapist To Join DC Practice
Therapy Group of Dc
Finance service representative job in Washington, DC
THE OPPORTUNITY:
Develop rewarding, long-term therapeutic relationships with motivated, psychologically aware patients.
Focus time and energy on your real passion for providing therapy and developing your skills as a clinician.
Provide psychotherapy in a fee-for-service practice mainly to couples, but have opportunities to work with individuals.
EMPLOYMENT TYPE:
Full-time (30 direct clinical hours per week).
ABOUT THE THERAPY GROUP OF DC
Therapy Nerds Work Here. We recognize strengths and potential in our psychologists who we know make a profound difference and bring about lasting change.
We love what we do. We get geekily excited to invest in and develop the infrastructure, technology, and outreach that is key to building and maintaining a thriving group practice.
Psychotherapy transforms lives. We are an established practice in downtown DC celebrating over 20 years of serving our community. Consider joining us if you're seeking a long-term home in a group practice.
Requirements
SUCCESSFUL CANDIDATES SHOULD HAVE THE FOLLOWING:
Excellent therapeutic rapport-building and interpersonal skills.
Strong orientation for collegiality.
Licensed (or licensed-eligible) in the District of Columbia.
Committed to multiculturally competent practice.
Interested in and experience working with gay, lesbian, bisexual, and gender-diverse clients.
Commitment to working in a group practice.
Benefits
COMPENSATION AND FINANCIAL PERKS:
Annual income starts at approximately $100,000.
Dental, Vision, and Health Insurance
401k Match (after one year of employment)
INTENTIONAL PRACTICE & PROFESSIONAL DEVELOPMENT PERKS:
Ongoing case conference supervision group to continuously sharpen your clinical expertise.
Opportunity to give back to our community and train tomorrow's leading practitioners by becoming involved with the Capital Therapy Project, our innovative low-fee psychodynamic therapy training institute.
$100k yearly Auto-Apply 60d+ ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Wakefield, VA?
The average finance service representative in Wakefield, VA earns between $22,000 and $67,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Wakefield, VA
$38,000
What are the biggest employers of Finance Service Representatives in Wakefield, VA?
The biggest employers of Finance Service Representatives in Wakefield, VA are: