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Finance service representative jobs in West Windsor, NJ

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  • Customer Service Representative

    Synerfac Technical Staffing 4.1company rating

    Finance service representative job in Warminster, PA

    Our Multifamily Division is rapidly expanding, and we"re looking for a dependable and detail-oriented Customer Service Representative (CSR) to support our roofing, siding, and carpentry operations. As a CSR in our Roofing Division"s Multifamily Department, you"ll serve as the primary point of contact for property managers, HOA boards, and multifamily homeowners. You will play a key role in supporting project management, client communication, and administrative coordination to ensure projects run smoothly and customers receive outstanding service. ● Respond to multifamily homeowner inquiries, providing timely and effective resolutions ● Draft and manage emails, memos, letters, and other executive correspondence ● Schedule appointments, meetings, and Zoom calls for project managers and clients ● Coordinate walkthroughs, safety inspections, and site logistics as needed ● Format and prepare proposals for roofing and exterior renovation projects ● Follow up on bids and proposals to track progress and maintain engagement ● Prepare and send submittals, COIs, and other client documentation Required: ● 2-3 years of experience in a customer service or administrative role ● Strong written and verbal communication skills ● Highly organized, detail-oriented, and proactive ● Proficiency with Microsoft Office; experience with CRM software a plus ● Ability to attend meetings in person and via Zoom Preferred: ● Experience in construction, roofing, or property management ● Bilingual in Spanish and English
    $29k-35k yearly est. 3d ago
  • Citizens Banker

    Citizens 2.9company rating

    Finance service representative job in Marlton, NJ

    Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $27.36 - $29.12 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
    $27.4-29.1 hourly Auto-Apply 1d ago
  • Sales Representative

    Crown Cork & Seal USA, Inc.

    Finance service representative job in Trevose, PA

    About Crown: CROWN Cork & Seal USA, Inc., a wholly owned company of Crown Holdings, Inc. is a global leader in the design, manufacture, and sale of packaging products for consumer goods. At Crown, we are passionate about helping our customers build their brands and connect with consumers around the world. We do this by delivering innovative packaging that offers significant value for brand owners, retailers, and consumers alike. With operations in 39 countries employing approximately 23,000 people and net sales of approximately $12 billion, we are uniquely positioned to bring best practices in quality and manufacturing to our customers to drive their businesses locally and globally. Sustaining a leadership position requires us to build a team of highly talented, dedicated and driven individuals. Division Overview: CarnaudMetalbox Engineering is the Machinery Division, Conveying Systems Division (based in the UK) and Tooling Division (Based in the USA) of Crown Cork and Seal, which provides Global customers with High Quality Metal Forming Machinery along with Conveying and Tooling for them to manufacture a variety of packaging solutions. The Machinery and Tool Division is part of CarnaudMetalbox (CMB), a Crown Company. Locations: CMbE H-V Industries - Trevose, PA CMbE Wissota Tools - Chippewa Falls, WI CMbE Machinery - Lancaster, OH CMbE Norwalk - Norwalk, CT Candidate requirements: 60% travel Bachelor's degree or equivalent experience in an Engineering field or Industrial Manufacturing. Candidate must be an effective team player with ethical integrity and effective communication skills. 5 Years' experience with sales of an Industry Specific product Actual salary will be determined based on skill and experience level Will report to the District Sales Manager with Dotted Lines to H-V and Wissota Plant Managers Responsibilities include: Ability to read and interpret mechanical assemblies and parts drawings. Provide Technical assistance to customers as needed. Build effective relationships with the customers/clients to maintain professional leverage. Proactively communicate with customers to identify needs. Communicate with customers to ensure all expectations are met and company performance is maintained as the highest level of service. Requires strong forecasting and analytical skills. Coordinate with other department heads, integrating objectives and ideas for organizational growth. Monitor quality and communicate discrepancies with department heads to ensure corrective actions are defined and incorporated. Monitor and review company's project activities and ensure that they are brought to completion within scheduled period and budget. Provide effective management to organization's business activities that have to do with its strategic and financial growth. Perform cost and sales pricing analysis. Coordinate with other divisions to develop plans for launch of new products. Coordinate implementation plans as it relates to business units. Participate in the development of divisional annual budget review process utilizing data collected through business unit's strategies and regional sales forecast. Participate in the development of the annual CAPEX plan to ensure business units objectives are met. Identify and attend trade shows to generate sales growth. Monitor incoming orders for respective business units. Analyze and explore market trends; identify new opportunities in assigned business segment. Coordinate analysis across the business units. Obtain necessary documents to set up new customer accounts and vendors when applicable. Take action to eliminate potential delays using various means (i.e., production workaround, outsourcing) and if delay cannot be eliminated, communicate with customers to inform them of delay and assess impact. Coordinate with District Sales Manager to provide quotations based on review of customer input and ensure all documentation is provided to downstream users. Coordinate with Location Sales personnel to identify trends and react to low order volumes. Communicate with Purchasing functions to review status of orders to monitor on-time deliveries. Prepare, review and present weekly reports to plant personnel/management teams providing status of orders to include potential delays. Complete project management review with locations to keep all organizations informed. Perform day-to-day administration tasks, such as processing information files and other paperwork. By applying, you consent to your information being transmitted by JobG8 to the Employer, as data controller, through the Employer's data processor SonicJobs. See Crown Cork and Seal Terms & Conditions at and Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
    $46k-87k yearly est. 1d ago
  • Proprietary Equity Trader

    T3 Trading Group 3.7company rating

    Finance service representative job in Westfield, NJ

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $77k-138k yearly est. Easy Apply 60d+ ago
  • Customer Service Representative

    Enlightened Inc. 4.1company rating

    Finance service representative job in Hamilton, NJ

    We are in search of Customer Service Representatives (CSR) to handle inbound calls for our fast-paced customer care center. While speaking with the Customer on the phone, CSR's will address and research customer inquiries and provide appropriate and accurate information. This is an excellent opportunity for you to showcase efficient utilization of various software applications, including internal and external websites, telephone systems, CRM applications and other resources. The CSR will enter applicable supporting information into systems and web forms on an application via computer. All transactions must be conducted accurately, courteously, and in a timely manner. Bilingual candidates and recent graduates are strongly encouraged to apply! Key Tasks: Inbound Call Center - The Agent is responsible for responding to telephone inquiries and concerns using approved procedures and guidelines while ensuring quality and integrity of the call. Answers questions on various issues such as child support payments history and account histories. Resets Personal identification of callers unable to self-serve in the Interactive Voice Response system. Gathers information, research/resolve inquiries and appropriately documents customer calls. Ability to read and interpret documents on file. Understand and retain a large amount of information. Associate should have the skills to answer and respond professionally to escalate calls, should they arise. Communicates appropriate options for resolution in a timely manner Review's the customer needs and informs customers of services and resources available to them. Maintains adherence (attendance, punctuality, use of AUX time). Maintain and adhere to Client Guidelines regarding Confidentiality of the cases and documents reviewed. All other duties as assigned Qualifications and Skills High School diploma. Bilingual a Plus A minimum of 1 year call center experience in telephone customer service or related experience Display a positive attitude while meeting or exceeding the demands of a given situation, task, or performance standard. Excellent communication and listening skills Computer literacy and ability to use multiple programs Attention to detail and problem solving Typing Minimum of 35 WPM Job Type: Temp to Perm Pay: $16/hr Schedule: Monday to Friday 8am - 5pm Work Location: Onsite Office Location - 100 American Metro Blvd. Suite 101 Hamilton, NJ 08619 - All CSRs must be within a reasonable commuting distance of the office. Remote / WFH Available after CSR Training: CSR Training - Initial CSR training will be conducted on-site at the office location in Hamilton, NJ. No exceptions. WHY ENLIGHTENED? We provide a work environment that is positive, challenging, and that supports employees' commitment to their communities. As an organization, we are dedicated to continual improvement and growth. We empower all employees to apply their unique background and expertise to serve our clients. Enlightened, Inc. is firmly committed to treating all employees, customers, and partners with fairness, dignity, and equality. This includes providing an equal opportunity work environment. We do not discriminate nor tolerate discrimination in any form to include discrimination or harassment based on age, sex, sexual orientation, ethnicity, culture, religion, disability, or financial status.
    $16 hourly Auto-Apply 60d+ ago
  • iGaming Digital Marketing Customer Service Representative

    Resorts World NYC 3.7company rating

    Finance service representative job in New Brunswick, NJ

    Key Responsibilities Deliver top-tier customer service across all support channels, maintaining service excellence and meeting defined SLAs. Resolve player complaints and escalate unresolved issues as needed. Assist players with a wide range of needs, including account access, payments, promotions, technical troubleshooting, and all other aspects of the player experience. Assist customers with game-related inquiries, helping them understand the rules, strategies, and features of various online casino games. Monitor and implement anti-fraud measures to protect both the company and its customers. Stay updated on company products, policies, and promotions to provide accurate information. Ensure adherence to security protocols and gaming regulations. Gather and relay player feedback to support continuous improvement. Maintain clear and accurate records of customer interactions. Collaborate with internal teams to enhance overall customer experience Qualifications 1-2 years of customer support or service experience, preferably in iGaming or a regulated industry. Must currently reside in New Jersey and perform all work duties within the state Strong communication, adaptability, and problem-solving skills. Team player with a positive attitude, willingness to collaborate with colleagues, and a strong commitment to continuous learning and professional growth. Fluency in English, both written and spoken, is required; proficiency in additional languages is considered a strong asset. Ability to work rotating shifts, including nights, weekends, and holidays. Ability to work effectively in a remote environment with reliable internet access and a professional, distraction-free workspace. Detail-oriented with a commitment to maintaining service standards and compliance. Comfortable in a remote model with flexibility for training and team events. Position may involve occasional lifting/moving of items up to 25-50 lbs. Why Join RW BET New Jersey LLC Opportunity to play a key role in the growth of a rapidly expanding online and mobile gaming platform. Collaborative team culture with exposure to operations, compliance, and player engagement. Remote/Hybrid flexibility with the chance to participate in launches and industry events. Competitive compensation and benefits package. Salary: $52,500 - $59,000
    $52.5k-59k yearly 25d ago
  • Customer Service Representative

    M-3 Technology LLC 4.0company rating

    Finance service representative job in Matawan, NJ

    Job DescriptionDescription: Customer Service Representative A Matawan, New Jersey, Insurance agency is seeking an experienced Customer Service Representative. The applicant will become a valued member of the call center team and will be responsible for handling, both in-bound and outbound high volume customer service calls. Responsibilities and Duties Answering and redirecting high volume calls Provide exemplary service to customers, discussing and explaining their insurance coverage, premiums, and claims. Resolve premium and billing questions and inquiries. Assist customers with filing claims. Record keeping and updating customer files. Perform other general tasks as needed. Qualifications and Skills: 1+ years of call center experience 1+ years of insurance experience Proficient knowledge of customer service, and standard office practices and procedures. Proficient computer skills. Proficient standard office equipment skills. Outstanding communication skills, both written and verbal. Strong people skills. Excellent phone etiquette. Outstanding organizational skills and attention to detail Bilingual a plus High school or equivalent (Required) Insurance experience a plus Pay: $18.00 - $21.00 per hour Location: Matawan, NJ (On-Site) Job Type: Full-time Benefits: 401(k) matching Health insurance Paid time off Experience level: 2+ years Shift: Monday-Friday Day shift Morning shift Work setting: Call Center In-person Ability to commute/relocate: Matawan, NJ 07747: Reliably commute or planning to relocate before starting work (Required) Experience: Insurance verification: 2 years (Required) Life Insurance experience (a plus) Hiring: 2 positions for this role Requirements:
    $18-21 hourly 14d ago
  • Customer Service Representative

    Blackhawk Industrial Operating Co 4.1company rating

    Finance service representative job in Doylestown, PA

    Job Description WHO ARE WE: BlackHawk Industrial provides you the highest quality industrial products and equipment, offering manufacturing services while creating innovative engineered supply solutions. We truly believe in the importance of the local relationships with the customers we service. Our employees have fun every day exceeding the expectations of our customers, suppliers, and shareholders. We distinguish ourselves as the #1 choice of industrial manufacturers who are in need of Technical Service and Production Savings. We are BIG ENOUGH TO SERVE, and SMALL ENOUGH TO CARE. SUMMARY: The Customer Service Representative is responsible for the daily tasks related to all customer accounts and Account Manager needs. The Customer Service Representative communicates and coordinates with suppliers and Account Managers, while providing quality customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES: Personally exhibits, recruits and coaches associates consistent with BlackHawk Core Behaviors Responsible for promoting culture of safety Respond appropriately and in a timely manner to all customer and Account Manager incoming communications. Analyze and assess customer needs completely and accurately with efficiency. Work with suppliers and Account Managers to identify, source, and price appropriate product solutions and provide quotes for product solutions per OS ticket and other BHID response time guidelines. Process customer orders, Return Material Authorizations and Guaranteed Test Orders and purchase material's to fill customer orders. Review and maintain P21 portals daily for potential late orders, Return Material Authorizations, items not on a PO and unapproved orders. Identify and resolve root cause issues by working and communicating with responsible cross functional teams to minimize repetition of the original issue. Develop a detailed working knowledge of BlackHawk policies, procedures and practices. Maintain a deep understanding of the BHID systems (including P21, OS ticket, ServiceNow, SharePoint, and Compass), suppliers' systems/websites and usage of those systems. Perform all work in accordance with the company documented ISO processes and procedures utilizing appropriate company systems. Perform other duties as assigned QUALIFICATIONS: Excellent written and verbal communications skills utilizing phone, email and instant message. Excellent critical thinking skills to analyze and solve problems. Diligent and detail oriented. Ability to manage multiple tasks, shift gears to react to urgent scenarios and meet daily deadlines. Proficient in and comfortable with basic computer operation. Ability to learn new software programs as a user. Ability to learn and apply experience with vending platforms (CribMaster, Autocrib, etc.) Experience in industrial field, B2B sales and customer service. SUPERVISORY RESPONSIBILITIES: No direct supervisory responsibility. EDUCATION and/or EXPERIENCE: High school diploma or equivalent required. Minimum 1 year previous experience in customer service or inside sales preferred. Experience in cutting tools, abrasives and MRO areas preferred. Experience with Microsoft office suite required. CERTIFICATES, LICENSES, REGISTRATIONS: None required WORK ENVIRONMENT: Employee is regularly required to speak and understand English, stand, walk, sit, use hand to finger, handle or feel objects, tools or controls; reach with hands and arms. Employee is required to use computer and other equipment. Employee frequently lifts and/or moves up to _50_ pounds. Specific vision abilities include close vision and the ability to clearly focus vision. PPE REQUIRED: Wrist rest for keyboard and mouse pad BENEFITS: Health Insurance BCBS of OK HDHP HSA with Employer match (must meet criteria) Dental and Vision Insurance 401K Plan and Company Match FSA (Full FSA, Limited FSA, and Dependent FSA) Company paid Long Term and Short-Term Disability Company paid basic Life Insurance and AD&D/ Supplemental life and AD&D/Dependent life Ancillary Critical Illness Insurance (Wellness Rider Included) Ancillary Accident Insurance (Wellness Rider Included) Ancillary Hospital Indemnity Employee Assistance Program (EAP) - Includes concierge services and travel assistance. Paid Time Off Holiday Paid Time Off Gym Reimbursement Quarterly Wellness challenge with a chance to will money or prizes Tuition Reimbursement - after 1 year of employment *BlackHawk Industrial is an Equal Opportunity Employer **As part of our BHID policy, we require all potential employees to undergo pre-employment background and drug screening. This is a standard procedure we follow to ensure a safe and productive work environment.
    $28k-35k yearly est. 3d ago
  • Asset Protection Service Representative - Parkside

    The Gap 4.4company rating

    Finance service representative job in Willow Grove, PA

    About Gap Inc. Our brands bridge the gaps we see in the world. Old Navy democratizes style to ensure everyone has access to quality fashion at every price point. Athleta unleashes the potential of every woman, regardless of body size, age or ethnicity. Banana Republic believes in sustainable luxury for all. And Gap inspires the world to bring individuality to modern, responsibly made essentials. This simple idea-that we all deserve to belong, and on our own terms-is core to who we are as a company and how we make decisions. Our team is made up of thousands of people across the globe who take risks, think big, and do good for our customers, communities, and the planet. Ready to learn fast, create with audacity and lead boldly? Join our team. About the Role In this role, you will embody our value of Doing The Right Thing by protecting People, Assets, and Brands. You will work in a energized, fast paced environment focused on creating a safe environment for our employees, teams, and customers; this is critical to driving our Brand power, enduring customer relationships, and exuding our commitment to team and values. You'll need to understand the big picture strategy and work with cross-functional teams and external partners. What You'll Do * Provides a high level of visible, overt presence to prevent loss and safety issues. * Helps drive a low risk culture and contributes to shortage reduction efforts by providing a visible presence on the sales floor. * Greets customers and provides service. * Maintains Physical Security of the store. o Assists leadership in proper handling of escalated customer situations. o Assists Asset Protection Coordinators during external shoplifting apprehensions. o Collects and communicates loss and safety related intelligence to stores and Asset Protection leaders. * Creates and maintains awareness by promoting available resources to your business partners (Open Door Policy, Code of Business Conduct Hotline, Brand Protection Program, Safety trainings, etc.). * Promotes and supports awareness of store safety standards as they relate to security and safety procedures (Code Adam, active threat, emergency procedures, downtime boxes, equipment, etc.). Who You Are * The Asset Protection Service Representative's primary responsibility is to ensure the safety of all store employees and customers and to support the shortage reduction efforts by providing a strong visible presence in the store. * They are responsible for monitoring the customer entrance/exit. * They work closely with store leaders and other Asset Protection personnel to ensure all Asset Protection initiatives are compliant to Brand standards while maintaining a strong focus on customer service. * Experience in customer service and/or a high-pressure, multitask environment to drive results, coach, and collaborate. * Strong communication and interpersonal skills, including the ability to negotiate and build consensus across multiple stakeholders and functions. * Ability to actively learn and immediately apply learnings into decisions and behaviors. Ability to manage and prioritize their time; able to multitask. Benefits at Gap Inc. * Merchandise discount for our brands: 50% off regular-priced merchandise at Old Navy, Gap, Banana Republic and Athleta, and 30% off at Outlet for all employees. * One of the most competitive Paid Time Off plans in the industry.* * Employees can take up to five "on the clock" hours each month to volunteer at a charity of their choice.* * Extensive 401(k) plan with company matching for contributions up to four percent of an employee's base pay.* * Employee stock purchase plan.* * Medical, dental, vision and life insurance.* * See more of the benefits we offer. * For eligible employees Gap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. We have received numerous awards for our long-held commitment to equality and will continue to foster a diverse and inclusive environment of belonging. In 2022, we were recognized by Forbes as one of the World's Best Employers and one of the Best Employers for Diversity.
    $35k-59k yearly est. 60d+ ago
  • Student Financial Services Representative

    Cairn University 3.2company rating

    Finance service representative job in Langhorne, PA

    Student Financial Services Student Financial Services Representative Department Purpose The Student Financial Services (SFS) department supports Cairn University's mission by providing caring, accurate, and responsive financial guidance to current and prospective students. SFS helps students and families navigate the cost of higher education through the integration of financial aid and student account services, promoting both access and stewardship. Position Summary The Student Financial Services Representative is a cross-functional, student-facing position responsible for assisting students and families with both financial aid and student account matters. This includes advising on financial aid eligibility and processing, managing account transactions, and providing guidance on payment responsibilities and options. In addition to student-facing tasks, the role will be responsible for a collection of logistical tasks to related to data entry and maintenance, financial aid packaging, billing, and communication. SFS Representatives are expected to be cross-trained in both financial aid and student accounts functions, while taking primary responsibility for certain tasks based on strengths and departmental needs. The role is critical to delivering excellent customer service and ensuring regulatory compliance, data accuracy, and coordinated communication. Essential Duties and Responsibilities Customer Service & Communication * Serve as a primary point of contact for students and families via phone, email, and in-person interactions. * Provide clear guidance on financial aid processes, tuition billing, payment options, and account balances. * Contribute to the execution of the Student Financial Services communication plan across all mediums. * Present financial information at campus events and orientations as needed. Financial Aid Administration * Accept tasks delegated and adhere to guidelines and strategies provided by the Financial Aid Manager. * Process federal, state, and institutional financial aid, including packaging, verification, and corrections. * Certify student loan applications, conduct loan entrance/exit counseling, and monitor enrollment status. * Coordinate with the Business Services office on disbursement of aid and loan funds. * Support awarding and tracking of institutional scholarships and state grants. * Collaborate with Admissions to encourage FAFSA completion and provide financial aid during recruitment. Student Accounts Administration * Maintain accurate student accounts receivable records and post transactions. * Advise students on billing procedures, payment plans, and financial policies. * Assist with daily cashiering functions, cash sheet reconciliation, and reporting of account activity. * Coordinate tuition remission and ensure accurate billing in conjunction with Financial Aid and the Registrar. * Collaborate with collection agencies and assist with past-due accounts as needed. Administrative & Cross-Functional Duties * Participate in departmental planning meetings and training for new or updated procedures. * Contribute to the development and maintenance of financial services policies and documentation. * Provide support for internal reporting and regulatory compliance. * Assist with process improvement initiatives and student service enhancements. * Serve in a front desk rotation to receive walk-in guests and payments. Skills and Abilities * Strong interpersonal and communication skills (verbal and written). * Commitment to excellent customer service and student care. * Proficiency in Microsoft Office and familiarity with student information systems (PowerCampus, PowerFAIDS preferred). * Ability to manage multiple priorities and work collaboratively across functions. * Analytical and problem-solving abilities. * Comfort with public speaking and presenting to groups. Required Education and Experience * Bachelor's degree or equivalent combination of education and experience * One to three years of experience in administrative, customer service, customer accounts, financial aid, or other related positions. Hours of Work Core office hours are Monday through Friday, 8:00 am to 4:30 pm. The position requires varied schedules including evening and weekend hours. Hours may vary throughout the year based on the academic schedule. Serving at Cairn University Located in Langhorne, Bucks County, Pennsylvania, Cairn University exists to educate students to serve Christ in the church, society, and the world as biblically minded, well-educated and professionally competent men and women of character. Students earn bachelor's degrees in various areas including Bible, Education, Music, and Business Administration; and graduate degrees in Business, Divinity, Education, Organizational Leadership, Worship and Music, and Counseling. Cairn is a conservative evangelical institution within the protestant tradition that employs faculty and staff who profess Jesus Christ as personal Savior; agree to Cairn's Statement of Faith and Community Life Covenant; and serve students in a ministerial capacity through imparting and upholding biblical instruction, prayer, and mentoring. Members of the faculty are required to integrate biblical instruction in their respective professional subject areas. All members of the Cairn community are obligated to affirm, agree with, and align with the University Foundational Statements. During the application process, applicants will have the opportunity to review these statements and must agree to affirm and support the position of the University, if hired. Applicants are also asked to provide a Personal Testimony of salvation as part of the application process. To apply, please follow the link below. You may upload and submit your resume/CV and cover letter and unofficial transcripts with the application. Ineligible for sponsorship of H1B visa. Cairn University does not discriminate on the basis of race, gender, color, national or ethnic origin, age, disability or other protected characteristics, in administration of its educational, employment and admissions policies.
    $35k-41k yearly est. 20d ago
  • Trader

    Nustar Energy 4.9company rating

    Finance service representative job in Newtown, PA

    Sunoco LP is a leading energy infrastructure and fuel distribution master limited partnership operating across 47 U.S. states, Puerto Rico, Europe, and Mexico. The Partnership's midstream operations include an extensive network of approximately 9,500 miles of pipeline and over 100 terminals. This critical infrastructure complements the Partnership's fuel distribution operations, which serve approximately 10,000 convenience stores, independent dealers, commercial customers, and distributors. At Sunoco, we take great pride in what we do and wholeheartedly believe our employees drive success for our company and our customers. We are always looking for the best and brightest talent and we are committed to making your job a challenging and rewarding experience. Job Summary: Trades in both physical clean products and financial commodities in the domestic and international trading markets. Physical products include gasoline, diesel, heating oil, renewable fuels and RINS. Core Responsibilities: * Physical trading activity, both spot and term, is in pursuit of both optimal system supply and trading profits. * Develops trading strategies, initiates and manages physical and financial positions for profit, focuses on supply portfolio, manages price exposure for system and trading positions and proposes relevant risk management and hedging strategies. * Accountable for optimization of supply for retail system requirements and for book trading positions profit/loss. * Collaborates with commercial operations to manage physical inventories consistent with supply requirements and financial market structure. Represents the company externally and requires an extensive network of 3rd party contacts. * Seeks out and identifies trading opportunities. Embeds optionality to reduce exposure in trading positions and trade books, interprets financial information, integrates information from a variety of sources, detects trends, associations, and cause/effect outcomes. * Negotiates contracts both short and long-term. Builds relationships, manages third parties and internal relationships, develops contacts and gathers relevant market information. * Participates in setting strategic plan for supply & trading team and provides leadership role to other commercial functions. Required Skills (External) * BS degree in Finance/Business/Engineering or other related discipline * 2-5 years total experience in energy industry with at least 2 years prior trading experience in domestic physical clean products market(s) * Excellent analytical, communication, and interpersonal skills * Proven negotiation skills Preferred Skills * Prior trading experience in financial markets (futures, spreads, options, swaps, etc.) * Physical clean products trading experience in Chicago, NYH and/or USGC markets * Understanding of refined products logistics assets in the U.S. (pipelines/terminals) * Experience using Right Angle
    $34k-40k yearly est. 60d+ ago
  • Customer Service Representative/ Inside Sales

    Fastsigns 4.1company rating

    Finance service representative job in Princeton, NJ

    Benefits: Competitive salary Opportunity for advancement Flexible schedule FASTSIGNS #123201 is hiring for a Customer Service Representative to join our team! Benefits/Perks: Competitive Pay Paid Vacation and Holidays Performance Bonus Ongoing Training Opportunities A Successful FASTSIGNS Customer Service Representative Will: Be the initial contact with current as well as prospective customers in our FASTSIGNS Center Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center Work with customers in numerous ways such as email, telephone, in-person and at their place of business Build long-lasting relationships by turning prospects into long term clients. Prospect for new business and network for sales opportunities Sell a unique, exciting product line that changes by the minute - completely based on customer needs and desires Ideal Qualifications for FASTSIGNS Customer Service Representative: 2-3 years of retail or counter sales experience preferred High school diploma or equivalent Outgoing, responsive, eager to learn and has the ability to build relationships Great listening and organization skills Ability to sit for long periods (4 hours or more) Ability to view a computer screen for long periods (4 hours or more) Ability to work under pressure to output high volume, high-quality work 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. Apply today! Compensation: $19.00 - $23.00 per hour 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.
    $19-23 hourly Auto-Apply 60d+ ago
  • Banking Associate - Ewing (20)

    TDI 4.1company rating

    Finance service representative job in Ewing, NJ

    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 financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $22-27.8 hourly Auto-Apply 1d ago
  • Banking Associate - Monroe Township (20 hrs)

    TD Bank 4.5company rating

    Finance service representative job in Monroe, NJ

    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 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.
    $89k-124k yearly est. Auto-Apply 20d ago
  • Part Time Associate Banker Monmouth County (30 hours)

    JPMC

    Finance service representative job in Freehold, NJ

    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 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 Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements 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 Assists clients and the branch team by helping with new account openings when needed 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 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
    $55k-109k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Scott Morris-State Farm Agent

    Finance service representative job in Newtown, PA

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development Financial Services Representative Life Insurance & Investment Focus Scott Morris State Farm Agency Are you a highly motivated, sales-focused financial professional with a strong background in life insurance and financial planning? Scott Morris State Farm is seeking a Financial Services Representative who can confidently market financial products, close new business, and guide clients toward long-term financial security. This is a fully licensed position (Life & Health required; FINRA Series 6, 63, and 65 strongly preferred). Role Description As a Financial Services Representative, you will leverage your financial expertise and sales ability to educate clients, uncover needs, and provide tailored solutions. Your consultative approachcombined with a competitive drivewill help grow our agency while making a meaningful difference in each clients financial future. Key Responsibilities Consult with Clients Deliver comprehensive financial planning that includes life insurance, retirement strategies, and investment options. Drive Sales Growth Proactively market financial products, identify new opportunities, and close business with confidence. Portfolio Guidance Support clients with asset allocation, long-term planning, and portfolio management strategies. Ensure Compliance Adhere to all financial services regulations, documentation standards, and ethical guidelines. Qualifications A sales-dominant mindset with a proven track record in financial product or insurance sales 3+ years of experience in financial services, investment planning, or life insurance Strong analytical, consultative, and communication skills Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred Ability to build trust, maintain long-term relationships, and consistently drive revenue growth Why Join Scott Morris State Farm? Competitive compensation with base salary + commission + performance bonuses Licensing support for candidates seeking additional financial credentials A professional, growth-oriented team culture with mentorship and development opportunities If youre an ambitious financial professional ready to accelerate your sales career, apply today and grow with Scott Morris State Farm.
    $29k-55k yearly est. 19d ago
  • Servicing Financial Advisor

    CSI Group 4.3company rating

    Finance service representative job in Wall, NJ

    Servicing Financial Advisor CSI Group Advisors Advisors At CSI Group Advisors, our mission is clear: to simplify financial security and remove uncertainty for Americas middle class. Were a trusted financial partner providing personalized guidance across investments, insurance, financial planning, and retirement strategiesall delivered through a collaborative, values-driven culture built on Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset (CAPTAG). Role Overview The Servicing Financial Advisor plays a critical role in helping members achieve financial confidence and long-term security.In this role, you will work both independently and alongside Lead Advisors to provide personalized financial guidance to CSI Groups diverse and growing member base. CSI provides all client relationshipsthere is no obligation to prospect or bring on new clients. You will focus on delivering exceptional service, building lasting relationships, and providing tailored financial advice that aligns with CSIs mission and CAPTAG values. Key Responsibilities Financial Planning & Advisory Work independently and collaboratively with Lead Advisors to create and implement personalized financial plans. Evaluate members goals, risk tolerance, and financial situations to design actionable investment and planning strategies. Provide comprehensive guidance across investments, insurance, retirement, and estate planning. Build and manage customized portfolios tailored to each clients financial objectives. Continuously monitor member plans, providing proactive adjustments based on life changes and market conditions. Collaborate with internal specialists to deliver seamless, coordinated support for every member. Client Relationship Management Build and maintain long-term, trust-based relationships with CSI members provided through the firm. Conduct regular meetingsindependently or jointly with Lead Advisorsto review financial plans and portfolio performance. Communicate financial concepts and recommendations clearly and confidently. Serve as a consistent, reliable point of contact to ensure every members needs are met promptly and professionally. Business Growth & Collaboration Partner with Lead Advisors and CSI leadership to deliver an exceptional member experience. Participate in educational events, workshops, and community outreach to strengthen member engagement. Contribute to a collaborative team culture that reflects CSIs CAPTAG values. Operational Excellence Maintain accurate records and ensure compliance with firm and regulatory standards. Conduct ongoing research to stay current on market trends and member solutions. Demonstrate accountability, attention to detail, and professionalism in every interaction. Qualifications Bachelors degree in Finance, Business, Economics, or a related field. Five or more years in the financial services industry working directly with clients. Three or more years of advisory experience, including creating and customizing financial plans and portfolios. Series 65 license required. Life Insurance license required. Strong understanding of investment products, risk management, and retirement strategies. Excellent interpersonal, communication, and presentation skills. Proven ability to work both independently and collaboratively as part of a team. Commitment to integrity, accountability, and a client-first mindset. Ideal Attributes Passion for helping families achieve financial confidence and peace of mind. Entrepreneurial mindset with strong self-motivation and follow-through. Team-oriented and collaborative, aligned with CSIs CAPTAG culture. Adaptable, detail-oriented, and driven by continuous learning and growth. Why Join CSI Group Advisors No prospecting or client acquisition required CSI provides all clients. Opportunity to work both independently and alongside experienced Lead Advisors. Exposure to a large and expanding member base with diverse financial needs. Purpose-driven organization focused on empowering Americas middle class. Competitive compensation structure, professional growth, and advancement opportunities.
    $55k-94k yearly est. 14d ago
  • Customer Service Representative-Hamilton Animal Hospital

    Amerivet 3.6company rating

    Finance service representative job in Abington, PA

    Veterinary Receptionist Hamilton Animal Hospital Roslyn, Pennsylvania Full-time or part-time veterinary receptionist needed in our fast-paced veterinary practice. Our ideal candidate should exhibit excellent communication and computer skills and have experience in reception and office administration. Duties include communication with clients, making appointments, assisting veterinarians with medical records, and supporting other team members. Benefits of working at Hamilton Animal Hospital; Competitive Pay Insurance medical/dental/life/vision 401k with matching Mental Health support & resources Discounts on personal pet products & services Clothing allowance Career & Professional Development Opportunities 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.
    $28k-35k yearly est. Auto-Apply 40d ago
  • Part-Time Community Banking Associate

    Journey Bank

    Finance service representative job in Montgomery, PA

    Job Description Part-Time Community Banking Associate I Are you looking for a career with a purpose and work/life balance? At Journey Bank, we strive to assist our friends, neighbors, all members of our community on their financial journey. Journey Bank is a strong, independent community bank with over 22 locations and 290 employees. By working at your community bank, you will find a sense of purpose in your everyday job. We are seeking a part-time Community Banking Associate to join our team and work on-site at our Montgomery Community Branch. The Community Banking Associate performs a variety of duties to support the paying and receiving functions of the community branch. Essential Responsibilities: 1. Greet and serve customers in a friendly and courteous manner. 2. Accept deposits, cash checks and accept utility bill payments. 3. Sell treasurer checks, money orders, etc. 4. Accept loan payments, safe deposit box rent and other related payments. 5. Process night deposits and mail deposits. 6. Maintains awareness of new business opportunities with customers, actively refers customers to appropriate customer service personnel. 7. Cooperates with, participates in, and supports the adherence to all internal policies, procedures and practices in support of risk management and overall safety and soundness, and the Bank's compliance with all regulatory requirements, e.g. Bank Secrecy Act (BSA) Community Reinvestment Act (CRA) and Equal Credit Opportunity Act, etc. Requirements: - A minimum of a high school diploma or equivalent; specialized banking education or training. - Previous banking including customer service experience preferred. - Moderate reading, writing and grammar skills, analytical and mathematical skills. - Proficient communicative and interpersonal skills. - Proficient eye-hand coordination. - Ability to operate various office machines. - Ability to lift approximately 50lbs. Hours: Monday - Friday, Some Saturdays, 25-29 hours per week, based on Montgomery Branch Hours. Benefits: A competitive compensation and excellent benefit package, 401(k) with safe harbor match, paid holidays and vacation. Journey Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. All job offers are contingent upon results of a criminal record check, drug screening and credit check.
    $58k-116k yearly est. 19d ago
  • Part Time Associate Banker Union Essex (30 hours)

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Avenel, NJ

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Avenel,NJ $25.00 - $30.48 / hour
    $25-30.5 hourly 60d+ ago

Learn more about finance service representative jobs

How much does a finance service representative earn in West Windsor, NJ?

The average finance service representative in West Windsor, NJ earns between $18,000 and $61,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in West Windsor, NJ

$34,000

What are the biggest employers of Finance Service Representatives in West Windsor, NJ?

The biggest employers of Finance Service Representatives in West Windsor, NJ are:
  1. Bank of America
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