Customer Service Representative
Finance service representative job in Wilmington, DE
Duration-12+ months Contract
Shift-8 am - 4:30 pm M-F
Qualifications:
Phone background preferred
Proficient on the computer
Good typing skills
Friendly customer service.
Contact with taxpayers at the window.
100% incoming calls, 1000 calls/day across the department
Customer Service Representative - Malvern, PA
Finance service representative job in Malvern, PA
Our client, a water technology provider, is seeking a Customer Service Representative for a 4+ month contract opportunity located in Malvern, PA. This role is hybrid.
Potential to convert to full-time, direct employment.
Role Overview:
Provide order processing and sales-related support to internal and external customers
Deliver high-quality customer service with prompt, thorough responses to inquiries
Coordinate all aspects of order management from quoting through delivery and invoicing
Order Management:
Process orders for products and services submitted by sales staff or customers
Manage orders ranging from quick-ship items to complex, long-cycle orders
Proactively follow up on order backlog to ensure accuracy and completeness
Communicate order status updates and changes to relevant stakeholders in a timely manner
Coordinate with internal departments regarding order status, shipping dates, pricing, product availability, and backorders
Maintain virtual customer files, including sales contracts and supporting documentation
Customer Billing Resolution
Investigate and resolve customer billing disputes in coordination with the Accounts Receivable collections team
Sales Support:
Provide pricing and availability information
Prepare formal quotations for standard and select specialty products and services
Support pre- and post-order sales activities as needed
Perform additional duties based on organizational needs
Qualifications:
0-2+ years of experience with a college degree or equivalent work experience
Conceptual understanding of fundamental theories, principles, and practices
Strong technical aptitude
Ability to work effectively with a diverse workforce and customer base in a matrixed organization
Proficiency in Microsoft Office applications
Preferred experience with Salesforce CRM, AS400, and Select Configure Price Quote (SCPQ) tools
Pay Rate $25.00 per hour
Customer Service Representative
Finance service representative job in Blue Bell, PA
Job Description/Responsibilities
Provide professional, cheerful, and welcoming service to all customers and visitors, ensuring their expectations are exceeded. Represent fly ADVANCED's commitment to quality and exceptional service.
Handle all customer communication, including incoming phone calls, emails, and service requests. Key responsibilities include:
Scheduling and coordinating client appointments using maintenance systems (eBis and Salesforce).
Sending appointment confirmations, as well as timely reminders (1 month and 1 week before appointments) via email/text.
Following up with clients for scheduling their next service, sending satisfaction surveys, and ensuring ongoing engagement.
Manage pre-arrival, arrival, and departure arrangements at our Authorized Service Center (ASC). Tasks include coordinating ground transportation, rental car services, confirming bookings with vendors, and relaying details to customers.
Adhere to company policies regarding customer service standards, safety guidelines, and security procedures.
Accurately handle credit card and cash transactions, including issuing receipts and maintaining accountability.
Maintain customer records, generate reports, and carry out general administrative responsibilities.
Provide support with administrative tasks related to the operations of the flight school.
This role requires a proactive approach to delivering top-notch customer service, attention to detail, and the ability to juggle multiple responsibilities seamlessly.
Qualifications/Skills
Excellent oral and written communication skills
Ability to work independently with little direct supervision and work as part of a team
Ability to accept responsibility
Effective multi-tasking and time management skills
Knowledge of Customer service principles and practices
Professional personal presentation
Attention to detail
Customer Service Representative
Finance service representative job in Fort Washington, PA
Are you ready to embark on a rewarding career journey? At Plymouth Rock, we pride ourselves on fostering a dynamic and supportive service center environment where professionalism and teamwork are highly valued. If you're the kind of person who enjoys solving problems and helping others when they need it, this could be a great opportunity to start your career at Plymouth Rock!
We're currently seeking passionate individuals to join our team as Customer Service Representatives, where you'll play a pivotal role in providing exceptional service to our valued customers, agents, and partners. As a Customer Service Representative, you'll be at the forefront of our customer interactions, handling inbound calls with efficiency and professionalism.
RESPONSIBILITIES
• Answer inquiries via phone, email and texting regarding policies, coverages, and premiums with confidence and accuracy.
• Ensure first call resolution, making the customer experience as seamless as possible.
• Develop and maintain comprehensive product knowledge across all three lines of insurance (Auto, Homeowner, and Umbrella).
• Cultivate strong relationships with our agents and partners, contributing to our collaborative work environment.
• Utilize your analytical and decision-making skills to address policy changes and corrections effectively.
• Exceed customer and agent expectations by delivering top-notch service through positive interactions and extensive product expertise.
• The ability to work a flexible schedule is a critical aspect of this position. Hours for this position are shifts between: 8:00am-7:00pm Monday - Friday and 10:00am-3:00pm every third Saturday.
QUALIFICATIONS
• Strong interpersonal, communication, and organizational skills.
• Analytical mindset with good decision-making abilities.
• Proficiency in computer skills and data entry.
• High motivation to take ownership and follow up on tasks.
• Flexibility to adapt to a fast-paced, changing environment.
• Ability to work weekdays and rotational Saturdays.
• High school diploma required, college degree is a plus!
• Spanish language proficiency is a plus!
PERKS & BENEFITS
• 4 weeks accrued paid time off + 9 paid national holidays per year
• Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision)
• Annual 401(k) Employer Contribution
• Free onsite gym at our Woodbridge Location
• Resources to promote Professional Development (LinkedIn Learning and licensure assistance)
• Robust health and wellness program and fitness reimbursements
• Various Paid Family leave options including Paid Parental Leave
• Tuition Reimbursement
ABOUT THE COMPANY
The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner's insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”.
Proprietary Equity Trader Position
Finance service representative job in Philadelphia, PA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyEquity Trader
Finance service representative job in Philadelphia, PA
Chimera Securities, a CBOE Stock Exchange and SEC Registered broker dealer, is seeking experienced traders to join its existing trading desk in Philadelphia, PA. Capital contributions will be required for experienced traders. Highlights include use of a top of the line trading platform (see our website for details), trading amongst professional traders, and Lightspeed News Service and Breifing.com for all traders.
We are looking for full time equity traders whose presence will add to the trading floor while simultaneously benefiting from it. Ongoing mentorship is available.
Please email ***************************** with details of your current and prior trading experience and any other information you wish, and we will contact you. Please put 'Philly Experienced Trader' in the subject line.
For additional info regarding our company, please see our FAQ on our website: *************************
Thank you.
Chimera Securities
Easy ApplyAsset Protection Service Representative - Parkside
Finance service representative job in Parkside, PA
About the RoleIn 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.
Auto-ApplyChief Digital Services Officer
Finance service representative job in Philadelphia, PA
A best-in-class city that attracts best-in-class talent, Philadelphia is an incredible place to build a career. From our thriving arts scene and rich history to our culture of passion and grit, there are countless reasons to love living and working here. With a workforce of over 30,000 people, and more than 1,000 different job categories, the City of Philadelphia offers boundless opportunities to make an impact.
As an employer, the City of Philadelphia values inclusion, integrity, innovation, empowerment, and hard work above all else. We offer a vibrant work environment, comprehensive health care and benefits, and the experience you need to grow and excel. If you're interested in working with a passionate team of people who care about the future of Philadelphia, start here.
What We Offer:
• Impact - The work you do here matters to millions.
• Growth - Philadelphia is growing, why not grow with it?
• Diversity & Inclusion - Find a career in a place where everyone belongs.
• Benefits - We care about your well-being.
The Office of Innovation & Technology (OIT) is the central IT agency for the City of Philadelphia headed by the Chief Information Officer (CIO). OIT oversees all major information and communications technology initiatives for the City of Philadelphia - increasing the effectiveness of the information technology infrastructure, where the services provided are advanced, optimized, and responsive to the needs of the City of Philadelphia's businesses, residents, and visitors. OIT responsibilities include: identifying the most effective approach for implementing new information technology directions throughout city government; improving the value of the city's technology assets and the return on the city's technology investments; ensuring data security continuity; planning for continuing operations in the event of disruption of information technology or communications services; and supporting accountable, efficient and effective government across every city department, board, commission and agency.
Job Description
The Chief Digital Services Officer (CDSO) is an experienced technology leader responsible for driving the City's digital transformation agenda. This role leads the design, development, and delivery of resident-facing digital services and internal enterprise systems that power city operations. The CDSO will serve as the strategic and technical champion for digital innovation, modernizing platforms, improving accessibility, and strengthening Philadelphia's position as a nationally recognized digital government. Please note, we are looking for candidates with deep technical acumen and a foundation in modern software development.
The CDSO reports directly to the Chief Information Officer (CIO) and collaborates closely with departmental leadership across the City to align technology modernization with operational impact.
Digital Strategy Development:
Manage the City's public-facing digital strategy. Develop and implement a comprehensive City-wide digital innovation strategy that aligns with key departmental business objectives. This includes setting the vision for digital initiatives, ensuring they integrate seamlessly with overall strategic planning and align with broad organizational goals.
Champion innovation leadership. Lead digital innovation across departmental units. Encourage creative thinking, explore emerging technologies, and identify opportunities for growth and efficiency.
Prioritize digital equity, and accessibility. This involves creating solutions that serve all residents, regardless of socioeconomic status or abilities and using user research and data to make informed decisions.
Leadership and Team Management:
Lead and inspire the Software Development Director and other business units, fostering a collaborative and innovative work environment.
Oversee the recruitment, development, and performance management of the digital innovation team.
Excel in change management. Leading teams through digital transformations requires the ability to navigate resistance, communicate effectively, and inspire confidence in the vision.
Project Oversight and Execution:
Oversee the design, development, and deployment of cutting-edge mobile apps, websites, and software applications.
Ensure all digital projects are delivered on time, within budget, and meet high-quality standards.
Ensure appropriate platform management. Oversee the development and management of digital platforms. This includes evaluating existing systems, identifying gaps, and recommending improvements.
The CDSO must align digital initiatives with broader organizational goals, anticipate future trends, and make informed decisions.
Innovation and Trends:
Stay abreast of emerging technologies and industry trends to ensure the city remains at the forefront of digital innovation.
Foster a culture of experimentation and continuous improvement, encouraging the exploration of new technologies and methodologies.
Stakeholder Collaboration:
Collaborate with key stakeholders. Work closely with cross-functional partners, including the CIO and other executive team members, to drive digital initiatives. Foster collaboration, knowledge sharing, and best practices.
Identify opportunities for digital transformation across city departments and services to enhance efficiency, accessibility, and user experience.
Performance Measurement and Reporting:
Establish metrics and KPI's to measure the success of digital initiatives and report progress to the CIO and other stakeholders.
Ensure transparency and accountability in all digital projects, maintaining a high level of public trust and engagement.
Establish and report on Return on Investment (ROI) metrics. Measure ROI for digital projects. Fine-tune approaches as needed to ensure the organization invests in the right tools and resources.
Operations
Coordinates the development and implementation of major project timelines where appropriate.
Follows effective relationship and project management processes in coordination with team members and engagement managers at the City.
Sets and monitors SLAs for production systems that the team supports.
Collaborates with City leaders, providing infrastructure and networking support.
Qualifications
Required:
Proven track record managing complex projects.
Ability to solve complex business problems and develop user/business-driven technology strategies and plans.
Strong written and oral communication skills (including ability to present ideas in user-friendly, business-friendly, and technical language) and interpersonal skills with a focus on rapport-building, listening, and questioning skills.
Proven analytical and problem-solving abilities, including the ability to anticipate, identify, and solve critical problems.
Exceptional customer service orientation.
At least 7+ years working in a similar field. At least 5 years of direct management experience, preferably 2+ at the executive management level. A strong background in digital technologies and a proven track record in digital transformation.
Additional Information
Salary: $175k
Important: To be considered, candidates must provide a cover letter and resume.
All applications should include the following:
• A one-page cover letter clarifying your interest and qualifications for the role. It really helps us understand why you're interested in this position. We read every single one!
• Your resume or curriculum vitae.
• Optionally, an online professional portfolio or public GitHub account.
We won't accept or review incomplete applications.
Work Setting: in-person (onsite)
Discover the Perks of Being a City of Philadelphia Employee:
• We offer Comprehensive health coverage for employees and their eligible dependents
• Our wellness program offers eligibility into the discounted medical plan
• Employees receive paid vacation, sick leave, and holidays
• Generous retirement savings options are available
• Pay off your student loans faster - As a qualifying employer, City of Philadelphia employees are eligible to participate in the Public Service Loan Forgiveness program. Join the ranks of hundreds of employees who have already benefited from this program and achieved student loan forgiveness.
• Enjoy a Free Commute on SEPTA - Starting September 1, 2023, eligible City employees will no longer have to worry about paying for SEPTA public transportation. Whether you're a full-time, part-time, or provisional employee, you can seize the opportunity to sign up for the SEPTA Key Advantage Program and receive free Key cards for free rides on SEPTA buses, trains, trolleys, and regional rails.
• Unlock Tuition Discounts and Scholarships - The City of Philadelphia has forged partnerships with over a dozen esteemed colleges and universities in the area, ensuring that our employees have access to a wide range of tuition discounts and scholarships. Experience savings of 10% to 40% on your educational expenses, extending not only to City employees but in some cases, spouse and dependents too!
Join the City of Philadelphia team today and seize these incredible benefits designed to enhance your financial well-being and personal growth!
*The successful candidate must be a city of Philadelphia resident within six months of hire
Effective May 22, 2023, vaccinations are no longer required for new employees that work in non-medical, non-emergency or patient facing positions with the City of Philadelphia. As a result, only employees in positions providing services that are patient-facing medical care (ex: Nurses, doctors, emergency medical personnel), must be fully vaccinated.
The City of Philadelphia is an Equal Opportunity employer and does not permit discrimination based on race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, source of income, familial status, genetic information or domestic or sexual violence victim status. If you believe you were discriminated against, call the Philadelphia Commission on Human Relations at ************ or send an email to [email protected].
Part Time (30 Hour) Associate Banker, Sayreville Ernston Rd Branch, Parlin, NJ Bilingual Spanish Preferred
Finance service representative job in Berlin, 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.
Auto-ApplyCustomer Service Representative
Finance service representative job in Wilmington, DE
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 Service Representative, 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?
Compensation: $16.00 - $18.00 per hour
Banking and Debt Restructuring Associate
Finance service representative job in Philadelphia, PA
Job Description
Top 200 AmLaw firm seeks an associate to join its Banking and Debt Restructuring Practice in their Newark and Philadelphia office.
Qualified candidates must have 2-5 years of commercial real estate experience preferred. The candidate is expected to support the Firm's banking and debt restructuring and real estate practices. Workout/creditors' rights experience is a plus. New Jersey and Pennsylvania Bar admissions and strong academic record required.
Quant Analytics Associate Senior - Business Banking Marketing Analytics
Finance service representative job in Wilmington, DE
JobID: 210691552 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $104,500.00-$150,000.00 Join our Business Banking Marketing Analytics team and help shape the future of digital marketing through data-driven insights. As a Quant Analytics Associate Senior, you will collaborate with talented professionals and senior stakeholders to optimize marketing investments and drive business growth. We offer a dynamic environment focused on innovation, career development, and continuous learning. Your expertise will enable us to deliver actionable solutions and foster a culture of high performance. Be part of a team where your skills and ideas make a real impact.
As a Quant Analytics Associate Senior in the Business Banking Marketing Analytics team, you will deliver efficient, data-driven solutions to improve digital marketing performance across web and mobile channels. You will work closely with stakeholders to define business needs, analyze campaign effectiveness, and provide actionable insights. Your role will involve managing large datasets, developing interactive dashboards, and automating analytics processes. You will help drive informed decision-making and support a culture of innovation and continuous improvement. Your work will directly influence.
The Business Banking Marketing Analytics team is dedicated to leveraging data to inform marketing strategies and optimize investments. You will collaborate with cross-functional teams, mentor team members, and contribute to talent development. Your responsibilities include managing analytics platforms, conducting market research, and designing A/B tests to evaluate marketing tactics. We value strong communication skills and the ability to translate complex analytics into clear recommendations. This is an exciting opportunity to join a high-performing team in a leading financial institution.
Job responsibilities
* Collaborate with stakeholders to define business needs and deliver data-driven solutions for digital marketing performance
* Monitor, analyze, and optimize digital marketing campaigns across web and mobile channels
* Gather, synthesize, and report data from multiple analytics platforms to provide actionable insights
* Implement and manage tracking and analytics using tag management systems, maintaining documentation for solutions
* Conduct market and competitor research to inform digital marketing strategies
* Design and analyze A/B tests to evaluate marketing tactics and recommend optimizations
* Write and optimize SQL queries and stored procedures for data extraction and analysis
* Develop and maintain interactive dashboards and reports using data visualization tools
* Organize and label reporting elements, enhance ad-hoc reporting capabilities for broad user communities
* Mentor and coach team members, support talent onboarding and development
* Foster a culture of high performance and innovation
Required qualifications, capabilities, and skills
* Bachelor's or Master's degree in a quantitative discipline (business, finance, economics, engineering, statistics, information systems, or mathematics)
* Five years of experience in data analytics, digital marketing analytics, web analytics, or data transformation and visualization
* Advanced skills in Excel and data visualization/dashboard creation using Tableau, Power BI, Google Data Studio, or Alteryx
* Strong database skills, including writing and optimizing SQL queries/scripts for data extraction and analysis
* Demonstrated ability to manage large, complex datasets and automate analytics processes across multiple data sources
* Solid understanding of IT processes, databases, and controls reporting
* Strong analytical, problem-solving, and communication skills
* Proficiency in web analytics platforms and SEO/SEM tools
* Flexibility and adaptability to listen, defend, or change direction based on consensus
* Superior judgment to mitigate risk and anticipate trends
* Self-motivated, goal-oriented, and able to deliver high-quality analytics solutions under strict timelines
* Proven ability to collaborate effectively with stakeholders and cross-functional teams
Preferred qualifications, capabilities, and skills
* Experience in campaign analysis and performance optimization, ideally within financial services or consulting firms
* Proven ability to solve business problems using scientific analytics and translate data insights into strategies
* Strong knowledge of big data disciplines, AWS, Agile methodologies, and innovative technologies
* Experience with A/B testing platforms and tag management systems
* Experience conducting market and competitor research to inform digital marketing strategies
* Ability to communicate compelling stories from data, highlighting customer behaviors and trends
* Lifelong learner with a growth mindset, actively sharing knowledge with the team
* Excellent communication skills, able to collaborate with senior leaders to support decision-making
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Finance service representative job in Philadelphia, PA
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Bilingual Insurance & Financial Services Representative (Spanish/English)
Drive Impact. Grow Wealth. Build Your Legacy.
Are you fluent in Spanish and English and passionate about helping people achieve financial stability and long-term security? Do you excel in sales conversations and want a high-impact career with purposeand unlimited earning potential?
Were looking for a Bilingual Insurance & Financial Services Representative to join our team. In this role, youll support individuals, families, and business owners by providing personalized insurance and financial solutions that protect their today and empower their tomorrow.
This is more than a jobits a chance to build a high-earning, mission-driven career with a respected agency that values performance, growth, and bilingual excellence.
Why Youll Love This Career
Uncapped Earnings
Competitive base pay plus commission, bonuses, and long-term income opportunities.
Meaningful Work
Help clients plan for retirement, protect their income, and build generational wealth.
Bilingual Impact
Leverage your Spanish and English fluency to expand your reach and deepen client relationships.
Full Training & Support
Licensing assistance, mentorship, and ongoing professional development in both insurance and financial services.
Real Career Advancement
Opportunities to grow into leadership roles and specialized advisory positions.
What Youll Do
Build and maintain strong, trust-based relationships with clients seeking insurance and financial guidance
Conduct personalized consultations on retirement strategies, life insurance, income protection, and investment-related solutions
Stay informed on market trends, financial products, and client needs to deliver expert recommendations
Provide exceptional service while meetingand exceedingsales and performance expectations
What You Bring
Fluency in both Spanish and English (required)
Experience in insurance, financial services, or consultative sales preferred (3+ years ideal)
Strong communication skills with the ability to simplify complex topics
Life & Health and/or Property & Casualty licenses (preferred) or willingness to obtain them (full support provided)
A driven, sales-minded approach and motivation to grow a rewarding career
Take the Next Step
If you're ready to combine your bilingual expertise, sales talent, and passion for financial empowerment into a meaningful, high-earning career, wed love to meet you.
Apply today and become a trusted advisor who builds wealth, protects futures, and makes a lasting difference in your community.
New Castle, DE
Finance service representative job in New Castle, DE
Spring/Summer 2026 Perfect Game USA, the premier provider of amateur baseball events, is seeking dedicated individuals for the position of Field Manager Intern. In this role, you will be responsible for scoring and completing games using our DiamondKast software. Your tasks will include meticulously recording every play, managing substitutions, noting player performance, managing externally sourced staff (umpires and grounds crew), and collecting video of top event performers for social media purposes.
As a Field Manager Intern, you will play a crucial role in ensuring the smooth operation of events at the assigned field. You will be the main representative from Perfect Game at your assigned site, responsible for confirming field readiness, ensuring the presence of umpires, and verifying the preparedness of both participating teams. Punctuality is key, and you will be entrusted to ensure all games commence on time.
Responsibilities:
Score and complete each game using DiamondKast software.
Record every play, substitution change, and pitch using the DiamondKast application on the provided iPad.
Taking scouting notes and recording content of top performing athletes
Ensure smooth operation at the assigned field.
Confirm the field is prepared for play, coordinating with the grounds crew if necessary.
Verify the presence of umpires on the property before games.
Confirm the readiness of both teams to start play at the designated time.
Ensure all games start on time.
Present yourself in a professional manner with customers, players, staff, and scouts at all times.
Minimum Qualifications:
Preferred solid understanding of baseball fundamentals and gameplay.
Playing or coaching background is a plus.
Experience in scouting and/or scorekeeping is a plus.
Experience playing Baseball/Softball is a plus.
Interview Process:The first step in the interview process involves a behavioral screening session, where candidates will be asked to record themselves providing responses to specific questions selected by the hiring team.
Perfect Game Offers:
Per-game compensation (three to six games per day).
$25 per completed game (please note that game assignments are subject to change due to weather and other unforeseen circumstances).
Internship credit available for eligible students.
If you are passionate about baseball, possess a keen eye for talent, committed to growing the game of baseball, and are committed to professionalism, we invite you to apply for this exciting opportunity.
For any questions, please reach out to [email protected]
Perfect Game is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.
Entry-Level Financial Representative
Finance service representative job in Media, PA
Job Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Responsibilities:
Attend virtual and in-person training to enhance financial expertise.
Maintain compliance with industry regulations and licensing requirements.
Utilize marketing tools and resources to grow your client base.
Attend hybrid meetings, including in-person team collaboration, as required.
Offer solutions in insurance, asset accumulation, and retirement planning.
Qualifications:
No prior experience in finance is required-comprehensive training is provided.
Competitive mindset with a history of leadership or achievement.
Strong interpersonal and communication skills.
Must be authorized to work in the US.
Self-motivated, coachable, and driven to succeed.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
Banking Associate - Thorndale PA (20 Hours)
Finance service representative job in Downingtown, PA
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.
Auto-ApplyBanking Associate - Glassboro NJ (Full Time)
Finance service representative job in Glassboro, NJ
Hours:
40
Pay Details:
$22.00 - $27.75 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
High school diploma or GED
1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
Demonstrated Customer Service skills preferred
Ability to work during operating hours to include evenings, weekends and holidays as scheduled
Teller experience preferred
Required to complete Teller training and part 1 of platform training upon hire
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Demonstrated effective problem-solving skills
Demonstrated ability to schedule and prioritize work
Demonstrated ability to work independently and within deadlines
Sound judgment in decision making and problem solving
Proficient in Microsoft Office
Notary License preferred
Customer Accountabilities:
Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
Understands and supports the Bank's customer service strategy
Considers the impact of decisions on the well-being of TD, its customers and stakeholders
Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
Ensures tasks are performed within established policy and procedures
Successfully completes all required job specific, compliance-related training
Understands, utilizes and follows compliance/risk and control programs
Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
Follows policy and procedure for Customer Authentication
Acts as Dual Control agent when required
Follows all required open/close procedures
Employee/Team Accountabilities:
Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
the team
Be an active participant in personal performance and development activities
Acts as a brand champion both internally and externally
Collaborates with team members in contributing to the success of the team and organization
Partners as a team player
Actively seeks opportunities to improve delivery of work with high attention to quality standards
Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
Positively embraces change
Adheres and participates in TD's Shared Commitments
Models quality service at every Customer interaction
Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyChief Digital Services Officer
Finance service representative job in Philadelphia, PA
A best-in-class city that attracts best-in-class talent, Philadelphia is an incredible place to build a career. From our thriving arts scene and rich history to our culture of passion and grit, there are countless reasons to love living and working here. With a workforce of over 30,000 people, and more than 1,000 different job categories, the City of Philadelphia offers boundless opportunities to make an impact.
As an employer, the City of Philadelphia values inclusion, integrity, innovation, empowerment, and hard work above all else. We offer a vibrant work environment, comprehensive health care and benefits, and the experience you need to grow and excel. If you're interested in working with a passionate team of people who care about the future of Philadelphia, start here.
What We Offer:
* Impact - The work you do here matters to millions.
* Growth - Philadelphia is growing, why not grow with it?
* Diversity & Inclusion - Find a career in a place where everyone belongs.
* Benefits - We care about your well-being.
The Office of Innovation & Technology (OIT) is the central IT agency for the City of Philadelphia headed by the Chief Information Officer (CIO). OIT oversees all major information and communications technology initiatives for the City of Philadelphia - increasing the effectiveness of the information technology infrastructure, where the services provided are advanced, optimized, and responsive to the needs of the City of Philadelphia's businesses, residents, and visitors. OIT responsibilities include: identifying the most effective approach for implementing new information technology directions throughout city government; improving the value of the city's technology assets and the return on the city's technology investments; ensuring data security continuity; planning for continuing operations in the event of disruption of information technology or communications services; and supporting accountable, efficient and effective government across every city department, board, commission and agency.
Job Description
The Chief Digital Services Officer (CDSO) is an experienced technology leader responsible for driving the City's digital transformation agenda. This role leads the design, development, and delivery of resident-facing digital services and internal enterprise systems that power city operations. The CDSO will serve as the strategic and technical champion for digital innovation, modernizing platforms, improving accessibility, and strengthening Philadelphia's position as a nationally recognized digital government. Please note, we are looking for candidates with deep technical acumen and a foundation in modern software development.
The CDSO reports directly to the Chief Information Officer (CIO) and collaborates closely with departmental leadership across the City to align technology modernization with operational impact.
Digital Strategy Development:
* Manage the City's public-facing digital strategy. Develop and implement a comprehensive City-wide digital innovation strategy that aligns with key departmental business objectives. This includes setting the vision for digital initiatives, ensuring they integrate seamlessly with overall strategic planning and align with broad organizational goals.
* Champion innovation leadership. Lead digital innovation across departmental units. Encourage creative thinking, explore emerging technologies, and identify opportunities for growth and efficiency.
* Prioritize digital equity, and accessibility. This involves creating solutions that serve all residents, regardless of socioeconomic status or abilities and using user research and data to make informed decisions.
Leadership and Team Management:
* Lead and inspire the Software Development Director and other business units, fostering a collaborative and innovative work environment.
* Oversee the recruitment, development, and performance management of the digital innovation team.
* Excel in change management. Leading teams through digital transformations requires the ability to navigate resistance, communicate effectively, and inspire confidence in the vision.
Project Oversight and Execution:
* Oversee the design, development, and deployment of cutting-edge mobile apps, websites, and software applications.
* Ensure all digital projects are delivered on time, within budget, and meet high-quality standards.
* Ensure appropriate platform management. Oversee the development and management of digital platforms. This includes evaluating existing systems, identifying gaps, and recommending improvements.
* The CDSO must align digital initiatives with broader organizational goals, anticipate future trends, and make informed decisions.
Innovation and Trends:
* Stay abreast of emerging technologies and industry trends to ensure the city remains at the forefront of digital innovation.
* Foster a culture of experimentation and continuous improvement, encouraging the exploration of new technologies and methodologies.
Stakeholder Collaboration:
* Collaborate with key stakeholders. Work closely with cross-functional partners, including the CIO and other executive team members, to drive digital initiatives. Foster collaboration, knowledge sharing, and best practices.
* Identify opportunities for digital transformation across city departments and services to enhance efficiency, accessibility, and user experience.
Performance Measurement and Reporting:
* Establish metrics and KPI's to measure the success of digital initiatives and report progress to the CIO and other stakeholders.
* Ensure transparency and accountability in all digital projects, maintaining a high level of public trust and engagement.
* Establish and report on Return on Investment (ROI) metrics. Measure ROI for digital projects. Fine-tune approaches as needed to ensure the organization invests in the right tools and resources.
Operations
* Coordinates the development and implementation of major project timelines where appropriate.
* Follows effective relationship and project management processes in coordination with team members and engagement managers at the City.
* Sets and monitors SLAs for production systems that the team supports.
* Collaborates with City leaders, providing infrastructure and networking support.
Qualifications
Required:
* Proven track record managing complex projects.
* Ability to solve complex business problems and develop user/business-driven technology strategies and plans.
* Strong written and oral communication skills (including ability to present ideas in user-friendly, business-friendly, and technical language) and interpersonal skills with a focus on rapport-building, listening, and questioning skills.
* Proven analytical and problem-solving abilities, including the ability to anticipate, identify, and solve critical problems.
* Exceptional customer service orientation.
* At least 7+ years working in a similar field. At least 5 years of direct management experience, preferably 2+ at the executive management level. A strong background in digital technologies and a proven track record in digital transformation.
Additional Information
Salary: $175k
Important: To be considered, candidates must provide a cover letter and resume.
All applications should include the following:
* A one-page cover letter clarifying your interest and qualifications for the role. It really helps us understand why you're interested in this position. We read every single one!
* Your resume or curriculum vitae.
* Optionally, an online professional portfolio or public GitHub account.
We won't accept or review incomplete applications.
Work Setting: in-person (onsite)
Discover the Perks of Being a City of Philadelphia Employee:
* We offer Comprehensive health coverage for employees and their eligible dependents
* Our wellness program offers eligibility into the discounted medical plan
* Employees receive paid vacation, sick leave, and holidays
* Generous retirement savings options are available
* Pay off your student loans faster - As a qualifying employer, City of Philadelphia employees are eligible to participate in the Public Service Loan Forgiveness program. Join the ranks of hundreds of employees who have already benefited from this program and achieved student loan forgiveness.
* Enjoy a Free Commute on SEPTA - Starting September 1, 2023, eligible City employees will no longer have to worry about paying for SEPTA public transportation. Whether you're a full-time, part-time, or provisional employee, you can seize the opportunity to sign up for the SEPTA Key Advantage Program and receive free Key cards for free rides on SEPTA buses, trains, trolleys, and regional rails.
* Unlock Tuition Discounts and Scholarships - The City of Philadelphia has forged partnerships with over a dozen esteemed colleges and universities in the area, ensuring that our employees have access to a wide range of tuition discounts and scholarships. Experience savings of 10% to 40% on your educational expenses, extending not only to City employees but in some cases, spouse and dependents too!
Join the City of Philadelphia team today and seize these incredible benefits designed to enhance your financial well-being and personal growth!
* The successful candidate must be a city of Philadelphia resident within six months of hire
Effective May 22, 2023, vaccinations are no longer required for new employees that work in non-medical, non-emergency or patient facing positions with the City of Philadelphia. As a result, only employees in positions providing services that are patient-facing medical care (ex: Nurses, doctors, emergency medical personnel), must be fully vaccinated.
The City of Philadelphia is an Equal Opportunity employer and does not permit discrimination based on race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, source of income, familial status, genetic information or domestic or sexual violence victim status. If you believe you were discriminated against, call the Philadelphia Commission on Human Relations at ************ or send an email to [email protected] .
Job Location
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Dental Insurance Provider Network Representative (AZ or NV)
Finance service representative job in Mullica Hill, NJ
Ameritas is seeking a Dental Insurance Provider Network Representative to drive network growth and persistency results through personal efforts at a state level. This position champions all network development recruitment projects in a specified region as assigned by the Director-Provider Networks and management team in various territories. The role is responsible for working within team performance metrics and assigned budgets. The position also partners with the Ameritas sales force at a regional level, to develop a mutual understanding of how group sales relates to provider network development.
This is a remote position to be located in either Nevada or Arizona and does not require regular in-office presence. The candidate must be located in one of the listed states and will cover a territory of Western and Southwestern states. This role will require up to 80% travel.
What you do
* The PNR (Provider Network Rep) is responsible for recruitment projects assigned by Director-Provider Networks and manager in various areas of the nation utilizing such methods as researching competitor data, developing recruitment call strategies, maintaining and posting reports, ensuring consistency through contact management leads, preparing fee increase requests, and obtaining policyholder names and approvals.
* The PNR works with the management team to improve his/her skills in recruitment methods and successes through utilizing PSS techniques, monthly coaching tips provided by the manager, recruitment ride-alongs, and through customized coaching plans and proficiency checklists identified and developed by the manager to specifically deliver increased recruitment project and overall job performance successes.
* This position assists the Sr. PNR or manager in the implementation of provider recruitment events and dental conventions in assigned recruitment project areas as necessary.
* The incumbent will be responsible for on-site reviews in their territories within the specified service standards timeframe, including scheduling and conducting office visits and educating the dental staff on Ameritas quality assurance standards. The position ensures that re-onsite follow up compliance is completed in assigned areas via phone calls, or in-office visits if necessary, and provides compliance status reports to the management team.
* This position maintains provider networks to overall persistency levels set by the company by conducting periodic "PR" calls and contacts with key providers as well as attempting to retain potentially- terminating providers in assigned areas.
* This position maintains Salesforce.com for each assigned recruitment project within specified deadlines.
* The PNR partners with the group sales reps and new STEP reps in their assigned project areas as well as local territories to offer "ride alongs" on recruiting calls and onsite visits.
* The PNR partners with the management team on a semi-annual basis to best determine key account service needs.
* The PNR will be available for enrollment and broker meeting participation, on an as needed basis
* The PNR partners with Provider Relations in the provider contracting process; in researching provider inquiries; in identifying and creating Best Practices; and providing an overall seamless level of customer service to the provider network.
* This position attends PNR team and national team meetings as required.
What you bring
* A four-year Bachelor's degree or equivalent combination of education and work experience is required.
* Proven results in individual production as demonstrated by consistently meeting or exceeding goals.
* Ability to manage multiple priorities through effective time management, organizational and decision making skills.
* Professional presentation and conduct at individual, managerial and corporate levels required.
* Comprehensive understanding of provider contracts
* Detailed dental product and plan design knowledge is essential
* Strong technical and computer skills are a must with advanced proficiencies in Word, Excel, PowerPoint, proficiency in Microsoft Teams, Internet applications, Salesforce and competitor analysis tools such as Network360.
* Completion of and certification in of Professional Selling Skills, PTS, Selling in A Competitive World is necessary
* Demonstrated ability in interpersonal and human relations skills, including verbal, written, communication and presentation skills
* A strong commitment to excellent customer service, as demonstrated by consistently meeting deadlines and effective relationship-building with customers, team members, management and internal staff.
* Travel is necessary and may require up to 80% travel in order to provide field recruitment, on-site provider visits, industry events, and sales presentations
* This role is continually challenged to develop provider networks in a competitive managed care marketplace. Network development needs change and increase on a continuous level, requiring the PNR to be adaptive and responsive to quick shifts in business plans. Because of the multiple customers with whom this position builds relationships, the incumbent must be able to work in high-stress periods, with an innate ability to work independently. Adherence to deadlines and procedures is vital to the efficacy and accuracy required of this position. Assigned projects and goals are used as motivation and disciplinary action is employed for not meeting such standards.
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:
* 401(k) Retirement Plan with company match and quarterly contribution
* Tuition Reimbursement and Assistance
* Incentive Program Bonuses
* Competitive Pay
For your time:
* Flexible Hybrid work
* Thrive Days - Personal time off
* Paid time off (PTO)
For your health and well-being:
* Health Benefits: Medical, Dental, Vision
* Health Savings Account (HSA) with employer contribution
* Well-being programs with financial rewards
* Employee assistance program (EAP)
For your professional growth:
* Professional development programs
* Leadership development programs
* Employee resource groups
* StrengthsFinder Program
For your community:
* Matching donations program
* Paid volunteer time- 8 hours per month
For your family:
* Generous paid maternity leave and paternity leave
* Fertility, surrogacy and adoption assistance
* Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Relationship Banker, Conshohocken, Fayette Street, PA
Finance service representative job in Conshohocken, PA
Relationship Banker, Conshohocken, Fayette Street, PACountry: United States of America
Your Journey Starts Here:
Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives.
Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers.
Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement.
Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
Foster customer loyalty by addressing concerns and providing timely resolutions.
Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
Collaborate with team members and partners to achieve branch goals and drive overall performance.
Responsibilities may extend to supporting nearby branch locations based on business necessity.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma, GED or equivalent education: : Business Management, Finance, or equivalent field - Required.
Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred.
3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR)
12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR)
12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)
12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
Established relationship-building skills with a focus on customer experience and loyalty.
Excellent customer service skills and a passion for helping others.
Proven track record in sales and cross-selling products and services.
Ability to work collaboratively in a team-oriented environment.
Excellent communication, consultative and influence skills both verbal and written.
Ability to display a credible, trustworthy, and professional image at all times.
Proficient in using digital tools and technology to enhance customer engagement.
Ability to follow directions, policies, and procedures.
Ability to identify and escalate concerns of risk to appropriate channels.
Ability to work in a fast-paced environment and manage multiple priorities.
Computer proficiency and basic math skills.
Ability to work branch hours, which can include weekends and evenings.
Certifications:
No Certifications listed for this job.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$38,250.00 USD
Maximum:
$59,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
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