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Service Representative jobs at Northern Bank

- 182 jobs
  • Sales & Service Representative

    Northern Bank 4.4company rating

    Service representative job at Northern Bank

    SUMMARY/OBJECTIVE: The Sales and Service Representative (SSR) is responsible for providing an exceptional in-branch client experience by handling every client need from sales to service. The SSR will handle all customer sales and service inquiries, including but not limited to, teller transactions, new account openings, existing customer servicing needs, and problem resolution. Utilizing a needs-based selling approach, the SSR will provide solutions based on the needs of the customer and how they like to conduct their banking. Time spent in various aspects of this role will vary depending upon branch traffic and needs and the role of other associates in the branch. Proportion of time spent on the teller line and platform will vary day to day. ESSENTIAL FUNCTIONS: Opens and closes branches. Signs Official checks in accordance with the transaction amount. Provides exceptional service to the Bank's customers regarding daily teller duties, servicing, new account transactions, addressing inquiries, understanding/determining needs, and resolving problems. Processes customer transactions in an efficient, accurate and friendly manner. Accurately balances cash drawer daily. Performs day-to-day branch operations including, ATM balancing, clearing cash items, adding or removing holds, under dual control will balance and process the vault and bag coin. Utilizes needs-based sales/service techniques to elicit the needs of customers and match those needs to the Bank's available products and services. Consistently meets or exceeds sales goals. Provides assistance to other branch employees and assists in training new employees. Follows the Bank's policies and regulatory requirements. JOB QUALIFICATIONS: Excellent communication, sales and customer service skills Basic math skills and the ability to multitask. Strong computer skills, including Word & Excel, 1-year experience as a Teller or sales and service based position preferred. High School diploma. Associate degree or higher preferred. The hourly rate range for this position is $20-25 per hour. About Northern Bank & Trust Company Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals. Founded in 1960, Northern Bank has assets of over $3 billion with 12 locations serving communities throughout Middlesex County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender. For more information on online banking services, please visit ************ or follow Northern Bank on Facebook (/NorthernBankM A/), Twitter (@northernbankma), Instagram (@northernbankma) and LinkedIn (company/northern-bank-ma/).
    $20-25 hourly Auto-Apply 6d ago
  • CRM Support Specialist (Redtail)

    Commonwealth Financial Network 4.7company rating

    Waltham, MA jobs

    If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the IT department offers a hybrid work schedule, so you'll be able to work from home for part of the week! If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From competitive bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the IT department offers a hybrid work schedule, so you'll be able to work from home for part of the week! We're looking for a CRM Support Specialist to join our ranks. Are you a proactive problem solver with exceptional customer service skills with a background in CRM systems, specifically Redtail? Ours is a fast-paced, on-your-toes environment, and a positive, can-do attitude is a must. Key Responsibilities Providing white-glove, first-level support to our CRM users with a focus on Redtail, particularly Commonwealth advisors and their staff Prioritizing and processing help requests to identify and resolve support issues Accurately and effectively troubleshoot and solve technical problems in a fast-paced environment Core Strengths and Skills Familiarity and knowledge of the Redtail CRM System Strong customer service mindset and communication skills ensure the customer experience is paramount Patience and capability to walk users through best practices Experience with Microsoft Office365 functionality and troubleshooting Knowledge of Active Directory, Azure/Entra, and on-prem domain environments Experience in providing mobile device support (iOS, Android) Additional Skills and Knowledge 3+ years working in a technical support role CompTIA A+, Microsoft MD-100, or equivalent technical certification preferred Experience in a tech services or similar help desk onsite role a plus Please note: This is a full-time opportunity, working 8:30 a.m. - 5:00 p.m. EST with a 30-minute lunch break. Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Picture Yourself Here At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That's why we invest in you-we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What's not to love? We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. About Commonwealth Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio. Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 43 Best Place to Work awards. The Fine Print We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf. Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds. Min USD $65,900.00/Yr. Max USD $79,100.00/Yr.
    $65.9k-79.1k yearly Auto-Apply 60d+ ago
  • Home Equity Customer Liaison II

    Rockland Trust 4.5company rating

    Lowell, MA jobs

    The Home Equity Customer Liaison II will be responsible for outreach and support of home equity applicants from all sources throughout the loan process. The Customer Liaison will review application data for completeness and communicate with applicants by phone and email to welcome, thank, set expectations, ensure applicant understands the selected product/ pricing and promote the use of technology. The Liaison will be the main point of contact and will assist the processing and underwriting teams to create a seamless and efficient process, an exemplary customer experience, and regulatory compliance. Key Responsibilities Customer Experience and Loan Support * Complete a comprehensive application review to gain an understanding of the loan scenario to deliver a "clean file" to loan processors, including income, employment, property and vesting information. * Make timely outbound calls to home equity applicants to welcome customers, collect data, confirm product and customer information, set expectations and answer questions. * Promote digital tools, educate customers on available technology, product requirements and parameters. * Assist customers with providing and uploading required documentation and delivering updates and communicating loan decisions. Compliance, Quality and Reporting * Use available technology to track calls and report success to enable the reporting of results and efficiencies gained. * Report trends in customer questions, requests and issues to management, to better understand customer needs and behavior and implement process improvements * Partner with team managers, retail branches and operations teams to foster relationships and maintain best practices and regulatory compliance. * Stay current on home equity products, regulations, workflow and digital processes. Skills and knowledge * Responsible for knowing and ensuring compliance with applicable laws, regulations and guidelines, as detailed in policies as they pertain to the position * Ability to manage multiple priorities and meet critical deadlines * Ability to understand Bank policies and procedures * Excellent organizational, communication and problem-solving skills * Warm, engaging and confident telephone skills * Ability to work well in a fast paced, team environment * Ability to use online resources/tools to provide information and guidance to internal and external customers Qualifications * 1+ years of mortgage/home equity/consumer loan experience * Proficient in various lending technologies and digital processes Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more! At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
    $63k-101k yearly est. 20d ago
  • Customer Relations Specialist

    Cornerstone Bank 3.3company rating

    Worcester, MA jobs

    Cornerstone Bank was formed in 2017, born of a long history of supporting the community, and providing a strong foundation to help people and businesses thrive. Serving Worcester County, Cornerstone Bank's local presence and community-based banking model enables a unique ability to deliver outstanding service, with a personal touch. Cornerstone provides the highest level of service and expertise for individuals, businesses, and community organizations with branch locations throughout Central Massachusetts. Cornerstone Bank is committed to providing a collaborative workplace where innovation, teamwork, accountability, and excellence are recognized and where employees are encouraged to broaden their skills, seek opportunities for professional development, serve their community, and provide outstanding customer service with each encounter. Being a part of the Cornerstone team has many great benefits and perks. This includes a competitive pay, a generous student-loan paydown program, comprehensive benefit package including, medical, dental, vision insurance and even pet insurance! We offer a 401(k) plan with an employer contribution and match, success-sharing bonuses, paid time off and more! If you are looking to join a team that is committed to your ongoing professional growth and development, we are looking forward to speaking to you! Position Overview Cornerstone Bank is committed to our customers, colleagues & communities that we serve. As a Customer Relations Specialist, you will perform a wide variety of transactions to service customers in conformance with established Bank policies and procedures. Responsibilities and Accountabilities Provides efficient, effective and courteous customer service. Performs a variety of transactions to service the customer, including processing deposits, withdrawals, payments, night drop bags; check cashing, etc. In addition to cash handling responsibilities and teller functions, handles more complex inquiries; opens and closes accounts, performs account maintenance and handles customer inquiries . Maintains updated knowledge of Bank's products and services and builds trust with customers by identifying financial goals through established customer experience processes and proactively provides advice and guidance to customers to help them meet their financial goals. Follows up with customers as outlined in the customer experience process. Works within the established framework to achieve branch targets. Ensures the accuracy of activities. Balances transactions and cash at the end of the day and participates in the branch settlement. Ensures that transactions are processed and the proper documentation is completed incompliance with applicable laws and regulations, i.e., Reg CC and the Bank Secrecy Act, etc. Assist in operational and administrative activities of the branch including opening, closing, balancing ATM, mail deliveries and other general customer inquiries as needed and directed by the management team of the branch. Performs all duties in accordance with prescribed regulatory compliance guidelines and as directed by management. Requirements Qualifications Demonstrated customer service skills Must be comfortable performing basic math calculations Attention to detail; ability to multi-task Strong verbal and written communication skills; possesses professional communication ability including active listening Strong interpersonal skills and ability to deal with customers under circumstances requiring tact and diplomacy Excellent organizational skills High level of interpersonal skills to handle sensitive and confidential situations and documentation Must be available to work extended and/or weekend hours and attend training as needed Must be able to use various types of office equipment, including computer terminals Education/Training/Experience High School Diploma or equivalent Six months banking or retail cash handling/customer service experience, preferred INDEPENDENT ACTION Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required for this job. Cornerstone Bank is an Equal Opportunity Employer. In compliance with Equal Opportunity Guidelines and the Americans with Disabilities Act, Cornerstone Bank provides reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Salary Description $20.00
    $39k-50k yearly est. 13d ago
  • Customer Relations Specialist

    Cornerstone Bank 3.3company rating

    Worcester, MA jobs

    Cornerstone Bank was formed in 2017, born of a long history of supporting the community, and providing a strong foundation to help people and businesses thrive. Serving Worcester County, Cornerstone Bank's local presence and community-based banking model enables a unique ability to deliver outstanding service, with a personal touch. Cornerstone provides the highest level of service and expertise for individuals, businesses, and community organizations with branch locations throughout Central Massachusetts. Cornerstone Bank is committed to providing a collaborative workplace where innovation, teamwork, accountability, and excellence are recognized and where employees are encouraged to broaden their skills, seek opportunities for professional development, serve their community, and provide outstanding customer service with each encounter. Being a part of the Cornerstone team has many great benefits and perks. This includes a competitive pay, a generous student-loan paydown program, comprehensive benefit package including, medical, dental, vision insurance and even pet insurance! We offer a 401(k) plan with an employer contribution and match, success-sharing bonuses, paid time off and more! If you are looking to join a team that is committed to your ongoing professional growth and development, we are looking forward to speaking to you! Position Overview Cornerstone Bank is committed to our customers, colleagues & communities that we serve. As a Customer Relations Specialist, you will perform a wide variety of transactions to service customers in conformance with established Bank policies and procedures. Responsibilities and Accountabilities * Provides efficient, effective and courteous customer service. Performs a variety of transactions to service the customer, including processing deposits, withdrawals, payments, night drop bags; check cashing, etc. * In addition to cash handling responsibilities and teller functions, handles more complex inquiries; opens and closes accounts, performs account maintenance and handles customer inquiries . * Maintains updated knowledge of Bank's products and services and builds trust with customers by identifying financial goals through established customer experience processes and proactively provides advice and guidance to customers to help them meet their financial goals. * Follows up with customers as outlined in the customer experience process. Works within the established framework to achieve branch targets. * Ensures the accuracy of activities. Balances transactions and cash at the end of the day and participates in the branch settlement. * Ensures that transactions are processed and the proper documentation is completed incompliance with applicable laws and regulations, i.e., Reg CC and the Bank Secrecy Act, etc. * Assist in operational and administrative activities of the branch including opening, closing, balancing ATM, mail deliveries and other general customer inquiries as needed and directed by the management team of the branch. * Performs all duties in accordance with prescribed regulatory compliance guidelines and as directed by management. Requirements Qualifications * Demonstrated customer service skills * Must be comfortable performing basic math calculations * Attention to detail; ability to multi-task * Strong verbal and written communication skills; possesses professional communication ability including active listening * Strong interpersonal skills and ability to deal with customers under circumstances requiring tact and diplomacy * Excellent organizational skills * High level of interpersonal skills to handle sensitive and confidential situations and documentation * Must be available to work extended and/or weekend hours and attend training as needed * Must be able to use various types of office equipment, including computer terminals Education/Training/Experience * High School Diploma or equivalent * Six months banking or retail cash handling/customer service experience, preferred INDEPENDENT ACTION Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required for this job. Cornerstone Bank is an Equal Opportunity Employer. In compliance with Equal Opportunity Guidelines and the Americans with Disabilities Act, Cornerstone Bank provides reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
    $39k-50k yearly est. 15d ago
  • Wealth Client Specialist

    First Citizens Bank 4.8company rating

    Boston, MA jobs

    The Wealth Client Specialist (WCS) role supports Wealth Consultants and Private Bankers within the Wealth Division. The position has responsibility for all service-related activities such as money movement, distributions, account opening/closing/maintenance and research. Establish excellent partnerships and demonstrating a high level of client service are key expectations of the role. WCS also assists with office related support such as coordinating and preparing for client meetings, mail handling and distributions as well as assisting with ordering office supplies when needed. Responsibilities * Service & Support - Works directly with clients and Advisors/Partners to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process and assists in calls or presentations intended to solicit business. Uncovers sales opportunities through analysis, reporting, and daily support operations. * Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms. Adhere to all compliance and risk related documentation/imaging. * Data Analysis - Sources, compiles, and interprets data. Performs analysis to determine trends in market, product, or client information. * Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings Qualifications Bachelor's Degree and 0 years of experience in Wealth Support, Banking, Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Wealth Support, Banking, Sales, or Customer Service, or Operations Preferred: Prior experience in wealth management or financial services. The base pay for this position is generally between $36.40 - $41.85 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #LI-JW2
    $36.4-41.9 hourly 25d ago
  • Customer Service Professional - Personal Lines (radius Insurance Group)

    Radius Financial Group 3.5company rating

    Mansfield, MA jobs

    Full-time Description Role. As a Customer Service Professional, you will be responsible to help grow and maintain our Insurance Agency by actively living out our Customer Obsessed core value. In the insurance agency business, renewals of existing policies are critical to the agency's success. This role will focus primarily on serving existing customers and putting into practice the knowledge and skills necessary to maintain and increase the renewal of that business. Specific responsibilities may include but are not limited to: NexGen Training Phase: Contribute to the success of the Customer Obsessed Service Team through assigned Customer Service Workflow task. Learn about all aspects of the Agency's operations in order to have a solid foundation from which to advance professionally into future roles Prepare for and pass the Massachusetts Property & Casualty Agent exams Customer Service Professional: Serve as the agency's primary customer-facing point person for existing customers Take personal ownership for resolving customer inquiries; Through both behavior and communication, instill confidence that “you've got this”; Using customers' preferred media, respond in a professional, timely manner to all inquiries; Scrupulously maintain customer records and information Contact clients to confirm receipt and /or request return of completed forms; Advise clients on new and/or additional insurance needs while explaining coverage's; Align with radius' core values; and Other duties as assigned Secondary Duties (as required). Administrative, agency systems upkeep tasks Impact Metrics. Renewals: Renewal rate of assigned customer accounts Velocity: Consistently meet/exceed service turnaround times) Requirements - Strong attention to detail with the ability to work with a high degree of accuracy; - Strong critical thinking and problem-solving skills; - Ability to manage multiple projects and assignments in a timely manner; - Excellent organizational and time management skills; - Strong interpersonal skills (oral and written) skills; - Ability to embrace change and work in a face-paced environment Requirements. - Strongly preferred: Acquisition of Massachusetts Personal Lines or Property & Casualty insurance license is required.
    $31k-48k yearly est. 60d+ ago
  • Home Equity Customer Liaison II

    Rockland Trust Company 4.5company rating

    Middleborough, MA jobs

    The Home Equity Customer Liaison II will be responsible for outreach and support of home equity applicants from all sources throughout the loan process. The Customer Liaison will review application data for completeness and communicate with applicants by phone and email to welcome, thank, set expectations, ensure applicant understands the selected product/ pricing and promote the use of technology. The Liaison will be the main point of contact and will assist the processing and underwriting teams to create a seamless and efficient process, an exemplary customer experience, and regulatory compliance. Key Responsibilities Customer Experience and Loan Support Complete a comprehensive application review to gain an understanding of the loan scenario to deliver a “clean file” to loan processors, including income, employment, property and vesting information. Make timely outbound calls to home equity applicants to welcome customers, collect data, confirm product and customer information, set expectations and answer questions. Promote digital tools, educate customers on available technology, product requirements and parameters. Assist customers with providing and uploading required documentation and delivering updates and communicating loan decisions. Compliance, Quality and Reporting Use available technology to track calls and report success to enable the reporting of results and efficiencies gained. Report trends in customer questions, requests and issues to management, to better understand customer needs and behavior and implement process improvements Partner with team managers, retail branches and operations teams to foster relationships and maintain best practices and regulatory compliance. Stay current on home equity products, regulations, workflow and digital processes. Skills and knowledge Responsible for knowing and ensuring compliance with applicable laws, regulations and guidelines, as detailed in policies as they pertain to the position Ability to manage multiple priorities and meet critical deadlines Ability to understand Bank policies and procedures Excellent organizational, communication and problem-solving skills Warm, engaging and confident telephone skills Ability to work well in a fast paced, team environment Ability to use online resources/tools to provide information and guidance to internal and external customers Qualifications 1+ years of mortgage/home equity/consumer loan experience Proficient in various lending technologies and digital processes Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more! At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
    $65k-105k yearly est. Auto-Apply 20d ago
  • Customer Sales & Service Rep II

    East Cambridge Savings Bank 4.0company rating

    Cambridge, MA jobs

    Job Description East Cambridge Savings Bank's Retail Division is actively recruiting for Customer Sales & Service Representative II Assigned work location may include Arlington, Belmont, Cambridge, Chelsea, Malden, Medford, Somerville, Waltham, or Woburn. Function: Under the direction of the Business Development Sales Manager, perform a variety of service related functions, identify customer needs and respond to those needs in an efficient and pleasing manner with an emphasis on cross sales. We are looking for a candidate with: 3 years experience in a Retail environment or a bachelor's degree with 1 year experience in a Retail environment. 3years customer service and sales experience in an incentive-based role. Retail banking preferred. Working knowledge of digital banking products Demonstrated ability to meet individual sales goals on a Monthly/Annual basis Demonstrated knowledge of the Bank's products and services Ability to perform a variety of tasks simultaneously and prioritize activities as required Excellent interpersonal and verbal communication skills If applicable, able to register as a licensed Mortgage Loan Originator as required under the S.A.F.E. Act. Must be available to work until closing and Saturday Spanish speaking preferred Essential Job Functions: Greet and assist customers in a professional and personally responsive manner in accordance with the Bank's Customer Service Standards, provide information on a variety of banking products/services. Make referrals as needed. Be knowledgeable and understanding of the customers' needs by conducting a needs analysis and recommend products/services as appropriate. Sell and cross-sell products and services to existing and new customers toward established sales goals. Ensure that mystery shop service standards are achieved. Responsible for attaining predetermined sales goals on a monthly/annual basis in accordance with the Bank's Customer Service Standards. Assist with Banking Center sales promotion strategies. Complete all required Bank Secrecy Act training annually and maintain knowledge of current BSA related policies and procedures. To assist with Bank Secrecy Act compliance, recognize and document currency transactions and checks purchased in excess of $10,000, as well as checks purchased between $3,000-$10,000. Identify and report potential suspicious activity. Train new Customer Sales & Service Representatives, Customer Service Associates and Clerk/Tellers in entry-level work and customer service standards; and review new procedures and services with trained staff. Evaluate work performance. Conduct loan interviews, accept loan applications, respond to mortgage inquiries. Follow up on referrals for personal sales opportunities and from other retail Banking Center employees. Contact customers by letter, telephone and other means to strengthen account relationships. Responsible for effective handling of telephone calls pertaining to requests for information, problems, questions regarding service, policies, procedures, etc. Ensure on daily basis, proper documentation and accuracy of transactions and balance work. Verify all cash transactions and that cash is in proof. Maintain compliance with Bank policies and procedures, federal, state and local laws and regulations, including but not limited to the S.A.F.E. Act and its registration, renewal and updating requirements if applicable. Maintain knowledge of current industry practices and trends as well as Bank products and services by attending training seminars as needed. Maintain compliance with Bank policies and procedures. Maintain knowledge of current industry practices and trends as well as Bank products and services by attending training seminars as needed. Assist with promoting East Cambridge Savings Bank products/services to local businesses. Arrange appointments with customers, utilizing branch locations most convenient to them. Inform management of progress toward goals and ask for assistance as needed. Report sales activity to investment planning and retail management on a weekly basis. Maintain proper documentation. Contact our Human Resources Division or visit ******************** for more details and to apply. Or submit your resume to: Email: **************** Fax: ************ Phone: ************ East Cambridge Savings Bank, Attn: Human Resources 344 Cambridge Street Cambridge, MA 02141 East Cambridge Savings Bank is an Equal Opportunity Employer/Veterans/Disabled
    $40k-56k yearly est. Easy Apply 8d ago
  • Customer Sales & Service Rep I

    East Cambridge Savings Bank 4.0company rating

    Cambridge, MA jobs

    Job Description East Cambridge Savings Bank's Retail Division is actively recruiting for Customer Sales & Service Representative I. Assigned work location may include Arlington, Belmont, Cambridge, Chelsea, Malden, Medford, Somerville, Waltham, or Woburn. Function: Under the general supervision of the Business Development Sales Manager, perform a variety of customer service functions, identify customer needs and respond to those needs in an efficient and pleasing manner. We are looking for a candidate with: 3 years experience in a retail environment with customer service experience; or a Bachelor's degree with 1 year customer service experience in a retail environment. Retail Banking preferred. Working knowledge of digital banking products 1 year of sales experience in an incentive based role. Demonstrated ability to meet individual sales goals on a Monthly/Annual basis. Working knowledge of the Bank's products and services preferred. Ability to perform a variety of task simultaneously and prioritize activities as required. Excellent interpersonal and communication skills. Must be available to work until closing and Saturday Spanish speaking preferred Essential Job Functions: Greet and assist customers in a professional and personally responsive manner in accordance with the Bank's Customer Service Standards. Provide information to new and existing customers on a variety of products and services. Assist customers with servicing matters and/or questions pertaining to existing accounts. Ensure that mystery shop service standards are achieved. Sell and cross-sell products and services to new and existing customers. Be knowledgeable and understanding of the customers' needs by conducting a needs analysis. Generate and pursue sales leads by telephone, letter and personal contact. Responsible for attaining predetermined sales goals on a monthly/annual basis in accordance with the Bank's Customer Service Standards. Participate in the development of ongoing banking center sales promotional strategies and activities. Train new Customer Sales & Service Representatives, Customer Service Associates and Clerk/Tellers in entry-level work and customer service standards; and review new procedures and services with trained staff. Evaluate work performance. Cultivate strong relationships with back office service partners to ensure delivery of high quality customer service, ongoing communication needs and operational consistency. Open and close all types of products. Enter holds and provide customer with appropriate notice. Ensure that disclosures are completed and distributed to customer. Ensure that all documents are processed and distributed to appropriate departments on a daily basis. Recognize and refer any problems or difficult situations to a supervisor. Process work on a specific day according to customers' instructions, such as TDC renewal, closeout, transfers, etc. Ensure on daily basis, proper documentation and accuracy of transactions and balance work. Verify all cash transactions and that cash is in proof. Complete all required Bank Secrecy Act training annually and maintain knowledge of current BSA related policies and procedures. To assist with Bank Secrecy Act compliance, recognize and document currency transactions and checks purchased in excess of $10,000, as well as checks purchased between $3,000-$10,000. Identify and report potential suspicious activity. Process customers' transactions through the computer and research customers' accounts through the computer. Perform as a Customer Service Associate when office needs dictate. Supportive Job Functions: As needed, participate in community activities to promote a positive image for the Bank. Redeem US Savings Bonds, sell travelers checks, and assist with outgoing wire transfers. Make appropriate changes to accounts, such as title, address, TIN. Set up Direct Deposit and PATS for customers. Maintain interest rate chart and all bank services literature in the lobby area. Process office correspondence as required. Contact our Human Resources Division or visit ******************** for more details and to apply. Or submit your resume to: Email: **************** Fax: ************ Phone: ************ East Cambridge Savings Bank, Attn: Human Resources 344 Cambridge Street Cambridge, MA 02141 East Cambridge Savings Bank is an Equal Opportunity Employer/Veterans/Disabled
    $40k-56k yearly est. Easy Apply 8d ago
  • Call Center Representative

    Metro Medical 4.1company rating

    Chelmsford, MA jobs

    Job Description Part-Time Call Center Representative Metro Medical is hiring Part-Time Call Center Representatives to join our supportive and compassionate team. We provide essential support to diverse clients, from medical offices to apartment complexes. No experience? No problem! We offer comprehensive training in a positive, team-focused environment designed for your success. What You'll Do: Professionally handle incoming calls. Greet callers with a polite, pleasant tone. Accurately gather and relay required information. Verify and enter details precisely into our system. What We're Looking For: A welcoming voice with an upbeat tone. Strong English communication (spelling, grammar). Computer skills in a Windows environment. Reliable attendance. Typing speed of 35+ WPM. Availability to work one weekend day per week. Compensation: $20/Hour Shifts: Part-Time Various Shifts Available, evenings and weekends Must be available to work a weekend day (Sat or Sun each week) Training will last approximately one week. On your second week, you will move to your new set schedule. Ready to start a rewarding career journey? Apply today! Metro Medical is an Equal Opportunity Employer. Job Posted by ApplicantPro
    $20 hourly 12d ago
  • Part Time Call Center Representative

    Metro Medical 4.1company rating

    Chelmsford, MA jobs

    Part-Time Call Center Representative Metro Medical is hiring Part-Time Call Center Representatives to join our supportive and compassionate team. We provide essential support to diverse clients, from medical offices to apartment complexes. No experience? No problem! We offer comprehensive training in a positive, team-focused environment designed for your success. What You'll Do: Professionally handle incoming calls. Greet callers with a polite, pleasant tone. Accurately gather and relay required information. Verify and enter details precisely into our system. What We're Looking For: A welcoming voice with an upbeat tone. Strong English communication (spelling, grammar). Computer skills in a Windows environment. Reliable attendance. Typing speed of 35+ WPM. Availability to work one weekend day per week. Compensation: $20/Hour Shifts: Part-Time Various Shifts Available, evenings and weekends Must be available to work a weekend day (Sat or Sun each week) Training will last approximately one week. On your second week, you will move to your new set schedule. Ready to start a rewarding career journey? Apply today! Metro Medical is an Equal Opportunity Employer.
    $20 hourly 7d ago
  • Business Service Officer

    Morgan Stanley 4.6company rating

    Boston, MA jobs

    Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the market * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 03/23/23 Morgan Stanley Business Service Officer Job Description * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Other licenses as required for the role or by management Knowledge/Skills * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the market * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports to: * Market Business Service Officer Direct reports: * Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $120,000 - $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $120k-165k yearly Auto-Apply 42d ago
  • Licensed Client Relationship Specialist - Wealth Management

    VOYA Financial Inc. 4.8company rating

    Boston, MA jobs

    Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now Get to Know the Opportunity: Our Client Relationship Specialists are the point of contact for Voya Financial Advisors' registered representatives and their clients. Our Client Relationship Specialists partner with our Sales reps to help grow their businesses and attract and retain clients. They provide service and support to advisors and clients through incoming phone queues and electronic cases and take ownership of cases until resolution. They answer routine inquiries as well as those of a non-routine nature that require independent thinking and problem solving. They place trades, answer trading related inquiries, and assist with transactions. They support strategic initiatives and goals of the company, while serving as subject matter experts in a large variety of topics. The Contributions You'll Make: * Use a variety of systems and tools to promptly respond to inquiries received via inbound phone lines. Systems include, but are not limited to, Netx360, Salesforce, and Genesys. * Serve as a subject matter expert on a variety of topics including but not limited to Operations, Money Desk, Trade Desk, Transfers, Licensing, Compliance, and Sales. * Provide information to callers about various features of specific products / policies. * Complete and verify transactions requested by callers and either processes requests or forward to appropriate parties for handling. * Capture caller information on customer management system. May be required to follow up with customer to ensure service issue has been resolved. * Comply with all division policies and regulatory requirements. Execution of duties will necessitate a firm understanding of a variety of company policies, industry initiatives, and legal guidelines. * Meet FINRA requirements to retain registration, including but not limited to: annual training, understanding and complying with required reporting, and staying current on FINRA and broker dealer policies and procedures. * Other duties as assigned. Knowledge & Experience: * FINRA Series 6 or SIE (required) * FINRA Series 7, 63 or 66 (preferred) (must be obtained within 60 days of hire) * At least 2-3 years of customer service * Experience in the financial industry. * Bachelor's degree or comparable experience in lieu of degree. * Provide professional, reliable and prompt services to customers, develop relationships with external and internal partners, and effectively troubleshoot, prioritize, and multi-task. * Customer focused, self-motivated and enjoy working in a busy call center environment. * Work collaboratively in a team environment to solve complex situations. * Strong communication and organizational skills. * Maintain a business-driven mindset by placing the customer first and demonstrating a sense of urgency at all times. Please Note: This position has been designated as an office centric role and requires work to be performed on-site in our Windsor, CT or Boston, MA office. #LI-NM1 Compensation Pay Disclosure: Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $43,020 - $71,710 USD Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well. What We Offer * Health, dental, vision and life insurance plans * 401(k) Savings plan - with generous company matching contributions (up to 6%) * Voya Retirement Plan - employer paid cash balance retirement plan (4%) * Tuition reimbursement up to $5,250/year * Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. * Paid volunteer time - 40 hours per calendar year Learn more about Voya benefits (download PDF) Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture: * Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. * Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. * Team Mentality: Partnering effectively to drive our culture and execute on our common goals. * Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. * Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Critical Skills Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. Misuse of Voya's name in fraud schemes
    $43k-71.7k yearly Auto-Apply 20d ago
  • Part-Time Temporary Customer Service Representative

    FH Cann & Associates 4.1company rating

    North Andover, MA jobs

    F.H. Cann & Associates is hiring exceptional Part time Temp Customer Service Representatives for an exciting opportunity. This Customer Service Representative (CSR) position will be in support of a state-wide program. You will be provided training and although this is a temporary role, successful CSR's might be offered full time employment opportunities. Up to $1000 Sign on Bonus for On-site workers Up to $750 Referral Bonus Essential Functions Receiving in-bound calls and providing answers to questions with pre-scripted responses Occasional out-bound calls for verification purposes Enter sensitive information accurately into databases Deliver compassionate and tactful service to the community Operate multiple applications, databases, and computer programs Provide superior customer service Demonstrate active listening and learning Maintain attention to detail Communicate effectively in verbal and written formats Availability to work Monday - Thursday 8:15am Est-4:00pm EST or until the call queue is clear. Work Environment and WFH Policy Primary work location: Call/Contact Center in North Andover, MA Reliable transportation required for in-office work Hybrid schedule may be supported under certain circumstances , subject to: Reliable high-speed internet (hard-wired Ethernet connection required; minimum 25 Mbps upload/download) Private, quiet, distraction-free workspace Compliance with company Telecommute Policy Preferred Education and Experience Prior call center or customer service experience Computer proficiency and experience with MS Office High School Diploma or equivalent required Degree preferred; Veterans encouraged to apply Bilingual (Spanish) is a plus
    $31k-39k yearly est. 7d ago
  • Customer Service Representative

    Steel Partners Holdings LP 4.4company rating

    Agawam Town, MA jobs

    Experienced Specialist within the Customer Service job family. Applies acquired job skills and company policies and procedures to complete assigned tasks. Complexity & Problem Solving: Works on assignments that are semi-routine in nature but recognizes the need for occasional deviation from accepted practice. Collaboration & Interaction: Normally follows established procedures on routine work, requires instructions only on new assignments. Experienced Specialist (Hourly) Position Requirements * High school diploma * 1-3 years experience in a call center, customer, or client support environment. * Adherence to all compliance and auditing requirements when processing orders, applications, returns, and requests. * Support the Regional Managers and Field Sales Representatives with reporting, pricing inquiries, purchase order entry, and customer support. * Identify continuous improvement opportunities in processes and make recommendations that improve the efficiency of the overall customer service process. * Partner with cross-functional teams as necessary to meet required business and customer needs. * Strong PC skills including experience with MS Office Suite and familiarity with ERP systems and proficiency in CRM systems, Salesforce preferred. * Analytical thinker with a knack for creative resolutions and strong problem-solving skills. * Skilled in effective verbal and written communication. * Ability to multi-task, organize, prioritize, and manage time effectively. Physical Requirements * Ability to stand, walk, and sit for long periods of time; talk and hear, both in person and by telephone; handle or feel objects or controls, reach with hands and arms; and occasionally lift/push/pull/carry up to 25 pounds. Must be able to complete all essential job functions listed in the position responsibilities, with or without reasonable accommodation. Benefits: * Robust Safety Team to prioritize your safety * Medical, Dental, Vision coverage * Life Insurance, Short Term and Long Term Disability, etc. * 401(k) and Roth IRA options, with company match, after 30 days * Paid Holidays - no waiting period * Multiple Bonus Opportunities, such as referrals * Tuition Reimbursement * Wellness Membership Reimbursement * On Site Yoga, Massage & Fitness Training * Career Advancement Opportunities * Employee Recognition Programs * Summer BBQ's, Transparent Communication, Health & Wellness Challenges, and many other Employee Events * Financial Wellness Program * Raffles, OMG gear, prizes… and more!
    $32k-41k yearly est. 28d ago
  • Client Service Representative I - February Start

    MFS Investment Management 4.8company rating

    Boston, MA jobs

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. MFS Investment Management is seeking multiple Client Service Representatives to form a class for February of 2026. Here you will be responsible for responding to incoming telephone inquiries from various MFS clients and provide general product knowledge about financial and non-financial transactions. This position provides an excellent training program to start, with the opportunity for advancement after six months. WHAT YOU WILL DO Responds to incoming phone calls from existing and potential MFS clients about MFS products. Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality. Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution. Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested. Maintains proper documentation of telephone calls and performs additional duties as requested. Interacts with other departments within the Service Center to resolve problems and answer questions. WHAT WE ARE LOOKING FOR Associate's Degree or equivalent experience preferred. 0-1+ year of customer service experience preferred. Detailed communication and analytical skills. Strong attention to detail and organizational skills. General knowledge of Microsoft Office products preferred. Employees in this role are required to be physically present in the office. #LI-HD1 Base Salary Range: $40,000.00 - $54,000.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.
    $40k-54k yearly Auto-Apply 6d ago
  • Sales & Service Representative

    Northern Bank 4.4company rating

    Service representative job at Northern Bank

    Job DescriptionSUMMARY/OBJECTIVE: The Sales and Service Representative (SSR) is responsible for providing an exceptional in-branch client experience by handling every client need from sales to service. The SSR will handle all customer sales and service inquiries, including but not limited to, teller transactions, new account openings, existing customer servicing needs, and problem resolution. Utilizing a needs-based selling approach, the SSR will provide solutions based on the needs of the customer and how they like to conduct their banking. Time spent in various aspects of this role will vary depending upon branch traffic and needs and the role of other associates in the branch. Proportion of time spent on the teller line and platform will vary day to day. ESSENTIAL FUNCTIONS: Opens and closes branches. Signs Official checks in accordance with the transaction amount. Provides exceptional service to the Bank's customers regarding daily teller duties, servicing, new account transactions, addressing inquiries, understanding/determining needs, and resolving problems. Processes customer transactions in an efficient, accurate and friendly manner. Accurately balances cash drawer daily. Performs day-to-day branch operations including, ATM balancing, clearing cash items, adding or removing holds, under dual control will balance and process the vault and bag coin. Utilizes needs-based sales/service techniques to elicit the needs of customers and match those needs to the Bank's available products and services. Consistently meets or exceeds sales goals. Provides assistance to other branch employees and assists in training new employees. Follows the Bank's policies and regulatory requirements. JOB QUALIFICATIONS: Excellent communication, sales and customer service skills Basic math skills and the ability to multitask. Strong computer skills, including Word & Excel, 1-year experience as a Teller or sales and service based position preferred. High School diploma. Associate degree or higher preferred. The hourly rate range for this position is $20-25 per hour. About Northern Bank & Trust Company Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals. Founded in 1960, Northern Bank has assets of over $3 billion with 12 locations serving communities throughout Middlesex County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender. For more information on online banking services, please visit ************ or follow Northern Bank on Facebook (/NorthernBankM A/), Twitter (@northernbankma), Instagram (@northernbankma) and LinkedIn (company/northern-bank-ma/). Powered by JazzHR wq U167lllf
    $20-25 hourly 7d ago
  • Intake-Mail Representative (ONSITE - WESTFIELD, IN)

    Carrington Mortgage 4.5company rating

    Westfield, MA jobs

    Come join our amazing Team & work onsite in Westfield, IN: The Intake-Mail Representative is responsible for providing support to the Loan Administration Support Department by reviewing, distributing, and processing incoming correspondence. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range is $19.00/hr to $19.75/hr. What You'll Do: Sorts all incoming correspondence (hard copy mail and emails) received by internal and external customers and perform an initial review of the item to determine proper next steps for resolution. Distribution of customer requests to appropriate internal business units for handling and resolution. Completes a full review of Loan Admin Support requests received to determine the validity of the requests and if proper authorizations are included prior to handling. Identifies and sets up Loan Admin Support requests within our workflow system for incoming customer complaints and disputes. Responsible for rejecting requests that do not meet submission requirements within Carrington policies, state and/or federal guidelines. Processes incoming and returned hard copy mail daily. Performs other duties or special projects as assigned. What You'll Need: • Knowledge of Microsoft Office Suite required • Knowledge of relevant industry-specific software packages preferred • Outstanding attention to detail and strong organizational skills • Ability to interact with senior management • Ability to organize and prioritize own work schedule on short-term basis • Strong math skills, balance and check results for accuracy • Ability to compose letters • Ability to express or exchange ideas by means of the spoken word, communicating orally with others accurately, audibly, and quickly • High school diploma or GED required. • One (1) to three (3) years' administrative experience in a professional environment, financial services industry preferred. Our Company: Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: *************************** What We Offer: Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. Customized training programs to help you advance your career. Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. Educational Reimbursement. Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org. Notice to all applicants: Carrington does not do interviews or make offers via text or chat. #LI-SY1
    $19-19.8 hourly Auto-Apply 32d ago
  • Financial Services Representative

    Globe Life 4.6company rating

    Boston, MA jobs

    Industry: Financial Services | Wealth Management | Insurance Are you ready to step into a high-paying industry where your growth potential is truly exponential? We're looking for driven, motivated individuals to join our team as Financial Services Representatives. This is more than just a career - it's a vehicle to build the life you want. You'll have the flexibility to go as fast or as steady as you choose, with no income caps and a clear path to leadership and long-term success. Why Join Us? Unlimited earning potential - You control your income based on the effort you put in Incredible culture - Supportive, growth-minded, and fun team environment Flexibility - Create your own schedule and work-life balance Professional growth - Access to world-class training, mentorship, and resources High demand industry - Build a career in financial services, one of the most stable and lucrative industries What You'll Do • Educate and guide clients on financial strategies that protect and grow their wealth • Build lasting relationships by helping individuals and families achieve financial security • Access cutting-edge tools, mentorship, and leadership development programs • Set your own pace with where you want to be What We're Looking For • Ambitious, self-motivated, and coachable individuals • Strong communication and people skills • A desire to build long-term success in financial services • Life & Health Producer License (preferred) OR willingness to obtain one with our guidance Compensation This is a performance-based role with uncapped earning potential. Our top representatives earn six figures and beyond their first year. If you're ready to create a career with exponential growth, financial freedom, and an incredible culture, apply today.
    $26k-31k yearly est. Auto-Apply 60d+ ago

Learn more about Northern Bank jobs