A leading investment bank in Baltimore is seeking an Investment Banking Associate to support the Industrial & Rental Services Group. The role involves industry research, financial modeling, pitch preparation, and mentoring Analysts. Candidates should have 2-4 years of investment banking experience and possess strong quantitative and interpersonal skills. A competitive salary between $150,000 - $170,000 along with a comprehensive benefits package is offered.
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$47k-71k yearly est. 3d ago
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Commercial Lines Client Service Rep
Summit Bridge Partners 4.5
Service representative job in Baltimore, MD
About the Role
The Commercial Lines Client ServiceRepresentative plays a vital role in supporting our commercial clients and ensuring their insurance needs are met with professionalism and care. As the primary point of contact for business clients, you will deliver exceptional service, provide expert guidance on commercial coverage, and maintain strong client relationships. This position is key to sustaining our reputation for excellence and driving client retention.
Key Responsibilities
● Provide timely and professional assistance to commercial clients regarding their insurance policies, including coverage questions, billing inquiries, and policy changes.
● Process new business applications, renewals, endorsements, audits, and cancellations accurately and efficiently.
● Proactively identify client needs and recommend appropriate coverage options or enhancements to protect their business.
● Maintain accurate client and policy information in the agency management system.
● Assist in the claims process by guiding clients and collaborating with carriers to ensure fair and timely resolution.
● Coordinate with producers and underwriters to deliver comprehensive solutions for complex commercial accounts.
About the Candidate
The ideal candidate has a strong background in customer service and experience working with commercial insurance accounts. They excel at building lasting relationships with business clients and explaining complex coverage in clear, understandable terms. Highly organized and detail-oriented, they thrive in fast-paced environments and manage multiple priorities with accuracy. Their proactive communication and commitment to service excellence make them an invaluable member of the team.
Qualifications
Experience: 2+ years in a customer service role, preferably within commercial insurance.
Active P&C license preferred but not required with the right experience
Strong written and verbal communication skills
Tech-savvy, detail-oriented, and organized
Experience with an agency management system is a plus.
Team-first mentality with a proactive and collaborative attitude
Compensation & Benefits
Competitive base pay range of $60,000 to $80,000
Full benefits package including health insurance and retirement contributions
Free parking
Work Environment
In-office role (Monday to Friday schedule).
Communication channels include phone, email, and team collaboration platforms
Small team with supportive culture and a mix of independent and group tasks
$60k-80k yearly 2d ago
CUSTOMER SUPPORT REPRESENTATIVE
Carter MacHinery Company, Inc. 4.0
Service representative job in Bel Air South, MD
Carter Machinery Company, the authorized Caterpillar dealer serving Virginia, West Virginia, Maryland, Delaware and Washington D.C. is hiring a Customer Support Representative in Edgewood, Maryland. The Customer Support Representative is responsible for telephone and field product sales and support to prospect new opportunities to grow the parts, service and machine/rental business with assigned accounts; Collaborate and work with other sales team members to develop and deliver solutions to customers. Seeking candidates with a minimum two years of experience in heavy equipment industry, preferably with a service background; Demonstrated success in a sales environment, required; College degree in related field, preferred.
Requirements for the Customer Support Representative position include:
Excellent verbal and written communication skills.
Excellent sales and customer service skills.
Excellent organizational skills and attention to detail.
Excellent time management skills with a proven ability to meet deadlines.
Strong analytical and problem-solving skills.
Ability to function well in a high-paced and at times stressful environment.
Proficient with Microsoft Office Suite or related software such as Salesforce.
Must have excellent driving record.
Ability to travel and work hours required by job and customer demand.
Promote a positive customer experience.
Uphold the Core Values of Integrity, Commitment, Excellence and Teamwork by embracing The Carter Way.
Physical requirements must be met for the Customer Support Representative job, including the ability sit or stand for prolonged periods of time. Able to lift, carry and maneuver items up to 20 pounds in weight. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. This job description is not intended to be all-inclusive. Additional duties may be assigned.
Starting Compensation Range: $65,000 - $78,000 per year
Actual base salary may vary based on experience, skills, qualifications, education, geographic location, and other relevant business considerations. In addition to base salary, the compensation package may include participation in performance-based incentive programs (e.g., discretionary or non-discretionary plans), as well as overtime eligibility depending on the role.
Competitive Compensation and Benefits:
Health, dental and vision insurance.
Paid time off.
401(k), $0.75 to $1.25 match up to 6%.
Life and disability insurance.
In-house training instructors/programs.
Tuition reimbursement.
Employee referral bonus program.
Discounts: cellular phone service, computers, tooling, cars and trucks.
Opportunities for overtime.
Shift differential (if applicable)
Carter Machinery Co. Inc. is an EEO/AA Employer. All qualified individuals - including minorities, females, veterans, and individuals with disabilities, or any other characteristic protected by law - are encouraged to apply.
Carter Machinery is a drug-free workplace.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Qualifications
Behaviors
Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Team Player: Works well as a member of a group
Motivations
Self-Starter: Inspired to perform without outside help
$65k-78k yearly 3d ago
Customer Care Representative
Daybright Financial
Service representative job in Owings Mills, MD
Daybright is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about Daybright, please visit our website: *****************
Daybright is hiring a Customer Care Representative for our Broker Solutions Segment located in Owings Mills, MD.
JOB DESCRIPTION
The Customer Care Representative's (CCR) function is to answer ongoing calls from clients, agents, and carriers to resolve issues and clarify data related to new and existing insurance policies. The CCR may also be assigned processing of New Business that involves processing insurance applications from receipt from agents through to the submission to the insurance carrier.
RESPONSIBILITIES
Answer phones and emails, responding to basic questions regarding new and existing policies in terms of policy status, type, terms, and coverage. Track calls, documents notes and resolution in the administration system and resolve issues as quickly and accurately as possible. Escalates issues as needed to Customer Care Supervisor.
Respond to requests, sending enrollment material packets to Direct Pay accounts/clients. Review submitted applications for completeness and either forward applications to appropriate carriers or enter the enrollment in their carrier portal. Provide client payment information to SF&C Accounting department. Transmit eligibility to carriers, as needed. Periodically review union membership against existing enrollment to ensure continued enrollment eligibility.
Review/”scrub” client sheets from agents, typically on Mondays and Tuesdays, noting mistakes or omissions on a correction sheet and return them to the agent for correction. Errors and corrections are checked weekly and reviewed on Carrier Pending reports.
Have applications updated and accurately completed and prepared for pickup by late Tuesday. Designated Customer Care Rep will sort the client sheets by group, scan into indexing system, and share the client sheets to Account Administration, as needed.
Assist with discrepancy reports, researching and correcting client and carrier data, as needed.
Ongoing and as needed, cover for other team members; responsibilities are interchangeable with no specialized duties.
JOB QUALIFICATIONS
High School Diploma or equivalent
At least one year in an office environment, insurance industry helpful
RELATED COMPETENCIES:
Proficient computer skills using Excel and Word at a basic to intermediate level.
Ability to learn document management software, a cloud-based database system
Excellent verbal communication skills using English language. This job requires heavy phone use, and the Customer Care Rep must be able to listen, interpret issues, explain concepts, and communicate facts to the members of the public, policyholders, agents, and carriers in a polite and friendly manner, including when under occasional stress.
Excellent written skills using English language for writing occasional letters of coverage verification and documenting issues for files and to agents and carriers.
Good sense of teamwork. Application processing must be timely and accurate for all, and all must rise to occasion under instances of heavy volume or deadline.
Must convey a professional demeanor to project a positive, helpful, patient, and polite demeanor to our agents, policyholders, carriers, vendors, and co-workers.
CHALLENGES FOR THIS POSITION:
Both speed and accuracy of the application process depend on the quality of the received applications' data. If there are no or only minor corrections needed, things flow efficiently, however, if applications need to be returned to agents for correction, this can slow the work being done by the Customer Care Rep through no fault of their own.
The Customer Care Representative cannot know everything, nor do they have ultimate responsibility to make decisions regarding policies. Once they identify and escalate issues, they have no control over the resolution.
Customer Care Reps must be prepared to answer numerous calls and respond to emails every day, the nature of which is unknown until they are received. The Customer Care Reps must have a working knowledge of the company and carrier processes and products to escalate issues appropriately.
Occasional procedural or software training may be needed at carrier request if they are making changes to their systems and forms.
$28k-35k yearly est. 4d ago
Resident Service Specialist - 20 Lambourne
UDR, Inc. 4.5
Service representative job in Towson, MD
UDR is now hiring a Resident Service Specialist to join our team at 20 Lambourne, our apartment community (264 homes) in Towson, MD.
GENERAL SUMMARY OF DUTIES: Responsible to coordinate responses to resident service issues as well as tracking and following up on move-in satisfaction. Maintain company customer service standards within the community. Complete various administrative functions associated with residents' needs, Move-In coordination, Onesite responsibilities, coordinating concierge type customer service, and resident activities. Provide coordination to ensure high quality resident customer service.
SUPERVISION RECEIVED: Reports directly to Community Director, Senior Community Director or Resident Services Manager.
SUPERVISION EXERCISED: N/A
ESSENTIAL FUNCTIONS:
Move-In Coordination
1. Ensure each new resident has a move-in orientation conducted by appointment.
2. New residents are contacted within seven days of move-in to ensure they are satisfied and to report any issues.
Onesite Responsibilities
1. Scan all required move-in documents into Onesite.
2. Oversee Pending Tasks.
Customer Service Administration
1. Guide walk-in traffic and minimize the wait time.
2. Handle any walk-in resident concerns with the Resident Service Manager and/or Community Director.
3. Ensure that all voicemails, texts, emails and other resident and community communications are checked and responded to within established time guidelines.
4. Organize incoming packages systematically and distribute as needed.
5. Work closely with the Business Manager, Centralized Admin, Centralized Sales and Renewal teams to ensure leasing and renewal goals are met.
6. Utilize CRM to effectively manage resident relations, service requests and resident communications.
Property Condition oversight
1. Walk through the move-in ready apartment to ensure they meet standards prior to orientation.
2. Walk through all amenities daily to ensure they are stocked and in good condition.
3. Walk problematic areas that are raised by residents on the day they are reported to ensure deficiencies are addressed. Follow-up with the service team until resolved.
4. Provide superior customer service to internal and external customers.
Back-Up coverage
1. Interact with walk-in prospects by showing the property if needed and answering questions about the community.
2. Receive and greet visitors to the community and answer prospects, residents, and customer inquiries as well as phone calls.
3. Research and prepare any reports, memos, letters, resident correspondence, and other documents using word processing, spreadsheet, database, or presentation software at the direction of the Resident Services Manager or Community Director.
4. May interact with walk-in prospects by setting-up a self-guided tour, answering questions about the community, lease terms, and local area.
5. Complete market summary and comp reports as directed.
6. Comply with all Company policies and procedures related to employment.
7. Commit to Living the UDR Values each day in every action taken when executing the essential functions of the job.
8. Perform Resident Service Manager duties in the absence of the Resident Service Manager.
9. Perform other duties as assigned or as necessary.
PERFORMANCE REQUIREMENTS:
Knowledge of organizational policies and procedures. Ability to apply policies and procedures to solve everyday issues.
Ability to define problems, collect data, establish facts, and draw valid conclusions. Must have excellent organizational skills. Ability to perform a variety of support assignments requiring some exercise of independent judgment. Demonstrated knowledge and familiarity with community and rental property operations.
Must know and follow the Fair Housing laws. Demonstrated skills with customer service. Knowledge of principles and methods for showing and promoting property. Ability to effectively present information to prospective or current residents. Knowledge of Onesite reporting; office practices and procedures; filing and maintenance of fiscal records. Must be detail orientated.
Must demonstrate excellent interpersonal skills; problem solving skills; and decision-making skills. Ability to meet and deal effectively with clients, associates, and the general public. Excellent verbal and written communication skills. Ability to create, compose, and edit written materials. Ability to establish priorities and coordinate work activities. Ability to work in conjunction with Company managers, residents, and associates.
Must be skilled in word processing, drafting correspondence and memoranda. Attention to details, and basic experience with the internet. MS Office software applications required (e.g., Microsoft Office, Word and Excel). Knowledge of basic office practices and procedures; filing and maintenance of fiscal records.
TYPICAL PHYSICAL DEMANDS: Requires prolonged sitting, some bending, stooping and stretching. Occasionally lifting files or paper weighting up to 30 pounds. Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator, and other office equipment. Requires normal range of hearing and eyesight to record, prepare, and communicate appropriate reports. Regular and consistent attendance on the job is an essential function.
TYPICAL WORKING CONDITIONS: Normal office environment. Incumbents must be able to physically access all exterior and interior parts of the community and amenities. Periodic exposure to outside elements where temperature, weather, odors, and/or landscape may be unpleasant and/or hazardous. Occasional evening or weekend work.
EDUCATION AND EXPERIENCE:
1. High School Diploma, or equivalent, is required.
2. Associate degree in business administration or equivalent, is preferred.
3. Minimum of two years of office experience is required.
4. Minimum of Two years' experience in residential properties, rental operations, hotel or related business operations is preferred.
5. Must have and maintain a valid driver's license unless otherwise noted.
Benefits Offered:
Medical, Dental, Vision Plans
Medical Flexible Spending Account
Dependent Care Spending Account
Lifestyle Spending Account
Supplemental Term Life Insurance
Critical Illness Plan
Supplemental Short-Term Disability Insurance / AD&D Insurance
Voluntary Long Term Care Insurance
401(k) Plan with company match
Hourly Range:
* $21/hr. - $25/hr., depends on experience
UDR is proud to provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
UDR is committed to providing and maintaining a diverse workforce and an inclusive work environment with equitable access and opportunity for associates to participate, grow, and reach their full potential.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$21-25 hourly 3d ago
Customer Service Representative
Capital Bank Md 4.3
Service representative job in Rockville, MD
About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.
Position Purpose
Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations. Ensure a high level of customer satisfaction through the delivery of superior service. Conduct all tasks following established bank policies and procedures.
Identify opportunities to cross-sell additional products and services to existing customers. Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services. Actively support all marketing campaigns. Participate in outbound calling activities.
Position Responsibilities
Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations.
Ensure a high level of customer satisfaction through the delivery of superior service.
Conduct all tasks following established bank policies and procedures.
Identify opportunities to cross-sell additional products and services to existing customers.
Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services.
Actively support all marketing campaigns.
Participate in outbound calling activities.
Minimum Education and Experience
One year of college education or equivalent work experience
One year of experience in a cash handling position; preferably as a Teller in a Bank or Credit Union
Detail oriented
Commitment to the delivery of superior customer service
Ability to work successfully with a wide variety of people in a team environment
Ability to solve problems and use sound judgement
Strong interest in building a career in the Financial Services Industry
Willingness to work at other locations when necessary
Technical Knowledge and Skills
Microsoft office software suite (Word and Excel)
Excellent oral and written communication skills.
Compensation
Base Salary Range: $18.39 - $24.03 hourly. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description.
Additional Compensation: This role will include a yearly annual target bonus based on individual performance
Working Arrangements
This role is expected to work in office Monday through Friday at assigned work location.
Why Join Us?
Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more!
Generous Paid Time Off and Paid Holidays.
Supporting Businesses. Helping People. Strengthening Communities.
Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$18.4-24 hourly 2d ago
Client Service Representative (Part Time 20 Hours) (Glen Burnie Branch)
Atlantic Union Bank 4.3
Service representative job in Glen Burnie, MD
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client ServicesRepresentative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include:
Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$32k-43k yearly est. 2d ago
Customer Service Advisor - Riverdale - Riverdale Park, MD
Wesbanco Bank Inc. 4.3
Service representative job in Riverdale Park, MD
Back Customer Service Advisor - Riverdale #61-8669 Riverdale Park, Maryland, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Riverdale Banking Center.
Market Mid-Atlantic Work Hours per Week 40 Requirements
High school diploma or GED required.
Banking, cash handling, sales, and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer ServiceRepresentative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
Essential Functions:
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Cross-selling of Bank's products and services
Business development (inside and outside)
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Cross trained and expected to assist with operational duties.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Additional Information:
The wage range for the Customer Service Advisor position is $18.50 - $21.50 per hour and eligible for approved overtime and referral incentives. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays.
WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Riverdale Park, Maryland, United States
$18.5-21.5 hourly 5d ago
Member Service Representative (Full-Time) - Washington Navy Yard/ Suitland
Navy Federal Credit Union 4.7
Service representative job in Suitland, MD
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Desired Qualifications
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 1335 10th Street SE Bldg. 184, Washington, District of Columbia 20374 | 4251 Suitland Road Rm 2N100, Suitland, Maryland 20395
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at
.
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
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. 2025
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and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$31k-39k yearly est. 5d ago
Financial Services Representative
MJ Morgan Group 3.6
Service representative job in Bel Air, MD
Ready to make a real impact? As a Financial ServicesRepresentative, you'll be the friendly face members trust and the expert who helps them reach their financial goals. Every day brings something new-from opening accounts and processing transactions to uncovering ways members can save, borrow, and thrive.
What You'll Do:
Create amazing experiences for every member who walks through the door
Help members find the right accounts, loans, and financial solutions
Handle day-to-day transactions with accuracy and confidence
Support loan applications and keep members updated along the way
Work with a supportive team that celebrates wins and drives results together
Stay sharp on products, policies, and new opportunities to serve members better
What Makes You Great for This Role:
A passion for helping people and delivering standout service
Confidence in recommending products that truly meet member needs
Strong communication, attention to detail, and problem-solving skills
Comfortable learning new systems and juggling multiple tasks
Experience in customer service, sales, or cash handling (banking is a plus!)
If you're energized by helping people, love working in a fast-paced environment, and want to grow your financial career, this role is your perfect launchpad.
Build relationships that matter-one member at a time!
$26k-31k yearly est. 2d ago
Customer Service Expert
Gymboree Play & Music of Bethesda 3.7
Service representative job in Bethesda, MD
BACKGROUND Gymboree Play & Music has been fostering creativity and confidence in children ages 0-5 for over 40 years. Today there are over 700 locations in 40 countries, making us the global leader in early childhood development programs. Designed by experts, our age-appropriate activities help develop the cognitive, physical and social skills of children as they play. Our programs are also recognized for their unique approach to parent involvement-which encourages participation in and understanding of each child's development.
Our class curriculum is developed by our experienced child development program directors and incorporate a balanced whole-child approach with activities to support what your child is mastering right now and what he or she will aspire to later. Classes are designed in 6-month increments to meet a child's unique interests and abilities. From birth to age 5, there's always something special awaiting you and your child at Gymboree Play & Music.
Job Description
Seeking Part-Time Customer Experience Expert: This person will be responsible for ensuring timely follow-up of customer inquiries for classes, birthday parties, special events and billing issues. Duties include emailing customers, tracking and sorting customer emails for follow-up, making phone calls, organizing customer follow-ups and action plans, and closing the loop to drive customer enrollments.
10-15 hours a week commitment
Must be available to work every afternoon from 4:00pm-6:00pm - Monday thru Friday
Position requires exceptional customer service skills as well as computer, written and communication skills
Must be able to multi-task and take direction to drive results to manage all aspects of the customer experience
Must be reliable/dependable, extremely organized, self-motivated, action oriented and a thinker/problem solver
Flexible schedule a plus
to occasionally cover additional shifts when needed
This is an excellent position for:
College Students with afternoon availability
Persons looking for a 2nd job with fixed shift/hours week-to-week
"Young at Heart" Seniors seeking part-time work
Qualifications
Customer Service Skills, Communicator, Problem Solver, Computer Skills
Additional Information
All your information will be kept confidential according to EEO guidelines.
About Us:
HomeCentris is a leading provider of home health care services dedicated to improving the quality of life for our clients. We offer compassionate and professional care tailored to meet the unique needs of everyone. Our team is committed to delivering exceptional service and building strong relationships with our clients and their families.
Benefits:
Competitive salary
Health insurance benefits
Paid time off
Retirement savings plan
Professional development opportunities
Position Overview:
We are seeking a dedicated and experienced Client Relationship Specialist who is bi-lingual in Spanish/English to join our team. The Client Relationship Specialist will play a key role in building and maintaining positive relationships with our clients and their families. The ideal candidate will have a passion for providing excellent customer service, strong communication skills, and the ability to collaborate effectively with internal teams. The CRM also acts as the client's primary point of contact at the agency and understands how to navigate the agency's resources to meet the client's needs. This position is also responsible for performing caregiver-facing activities including interviewing and scheduling caregivers for agency clients.
Responsibilities:
Client Intake and Assessment: Conduct initial assessments with clients and their families to determine their needs, preferences, and goals for home health care services.
Client Onboarding: Coordinate the onboarding process for new clients, including completing necessary paperwork, explaining service offerings, and addressing any questions or concerns.
Client Communication: Serve as the primary point of contact for clients and their families, providing regular updates on care plans, scheduling, and any changes to services.
Relationship Building: Develop and nurture strong relationships with clients and their families to ensure satisfaction with services and address any issues or concerns promptly.
Care Coordination: Collaborate with internal teams, including caregivers, nurses, and administrative staff, to ensure seamless coordination of care and timely resolution of client-related issues.
Quality Assurance: Monitor the quality of care provided to clients, conduct satisfaction surveys, and gather feedback to identify areas for improvement and implement corrective actions as needed.
Community Outreach: Represent the agency at community events, networking functions, and industry conferences to promote services and generate referrals.
Documentation: Maintain accurate and up-to-date records of client interactions, care plans, and service agreements in compliance with regulatory requirements.
Qualifications:
Two years of scheduling experience
Previous experience in client relations, customer service, or healthcare administration (Preferred).
Knowledge of home health care services and industry regulations preferred.
Excellent communication and interpersonal skills.
Strong organizational and problem-solving abilities.
Ability to work independently and collaboratively in a fast-paced environment.
Proficiency in Microsoft Office Suite and electronic health record (EHR) systems.
Bi-lingual (SPANISH AND ENGLISH) - REQUIRED
Job Type: Full-time
Benefits:
Dental insurance
Health insurance
Paid time off
Shift:
Day shift
Ability to Commute:
Gaithersburg MD (Required)
Ability to Relocate:
Gaithersburg, MD: Relocate before starting work (Required)
$42k-75k yearly est. 14d ago
Client Success Renewals Specialist
Norstella
Service representative job in Annapolis, MD
Norstella is a premier and critical global life sciences data and AI solutions provider dedicated to improving patient access to life-saving therapies. Norstella supports pharmaceutical and biotech companies across the full drug development lifecycle - from pipeline to patient. Our mission is simple: to help our clients bring therapies to market faster and more efficiently, ultimately impacting patient lives.
Norstella unites market-leading brands - Citeline, Evaluate, MMIT, Panalgo, Skipta and The Dedham Group and delivers must-have answers and insights, leveraging AI, for critical strategic, clinical, and commercial decision-making. We help our clients:
+ Accelerate the drug development cycle
+ Assess competition and bring the right drugs to market
+ Make data driven commercial and financial decisions
+ Match and recruit patients for clinical trials
+ Identify and address barriers to therapies
Norstella serves most pharmaceutical and biotech companies around the world, along with regulators like the FDA, and payers. By providing critical proprietary data supporting AI-driven workflows, Norstella helps clients make decisions faster and with greater confidence. Norstella's investments in AI are transforming how data is consumed and decisions are made, disrupting inefficient legacy workflows and helping the industry become more efficient, innovative, and responsive to patient needs.
**The Role:**
The Client Success Renewals Specialist works in collaboration with the Client Success Operations Manager and Client Success team members in the overall responsibility for MMIT client contract onboarding, adoption, and renewals with the aim of client retention. The CSR will support the Client Success team in key client success initiatives and tactics essential for clients to realize deep value from an ongoing MMIT partnership. The CSR will leverage their product and contractual knowledge, attention to detail, and highly responsive mindset to deliver on key initiatives aimed at supporting MMIT's clients.
**Responsibilities:**
Renewals Management
- Manage Digital Segment client contract renewals occurring on a yearly or multi year basis
- Responsible to contract terms review/changes, documentation in Salesforce, partnering with client team, and client communication surrounding the renewal through signature
- Partner with and assist Client Success Managers with segment specific contract renewals throughout the renewal cycle
- Document and report to leadership renewal progress throughout the renewal cycle
Client Support and Data Management
- Lead Digital Segment clients through onboarding and adoption of licensed solutions
- Support client with the submission, monitoring, and ensuring resolution of Customer Support and Data Verification tickets
- Escalate urgent client issues using MMIT Client Escalation Pathway
- Collaborate with internal partners to address client questions required for completion of requests
- Prepare standard data extracts from MMIT applications as needed
- Collaborate with Sales Operations to maintain CS dashboards and reports
- Effective collaboration with internal and external stakeholders
Account Planning & Strategy Support
- Generate and summarize client data to support internal account health and planning discussions
- Create client facing engagement reports (utilization metrics, engagement summary, etc.)
- Prepare engagement summary metrics for client meeting and Executive Business Reviews
General Client Success Support
- Collaborate with CSM to prepare content for client deliverables and presentations aligning with the client business portfolio and goal alignment (kick-off meetings, partnership reviews, training presentations, etc.)
- Fill in for CSM on client support inquiries or projects as needed (CSM back-up for out of office, travel, conflict, etc.)
- Review client facing deliverables and configuration settings to ensure alignment with client needs
- Regularly review and maintain client user lists and access to MMIT solutions
- Coordinate maintenance of client application settings and prepare communication to update client (i.e. add or remove drugs from client market baskets)
- Partner with CSM through weekly touchpoints reviewing key account metrics and deliverables
- Provide insight to operational efficiency and process improvements aligned with enhancements to overall process and the customer experience
**Qualifications:**
- 1-3+ years experience in life sciences
- 2-4 years experience in customer support or client management
- Previous experience reviewing legal documents/contracts
- Ability to work independently and drive projects from start to finish in a fast paced environment
- Highly collaborative, team oriented, and comfortable leading cross-functional projects
- Excellent writing and communication skills for both internal and external audiences
- Passion for continual learning and highly motivated
- Strong empathy for customers AND passion for retention and growth
- Analytical and process-oriented mindset
- Highly detailed oriented
- Demonstrated desire for continuous learning and improvement
**Our Guiding Principles for success at Norstella:**
01: Bold, Passionate, and Mission-First
02: Integrity, Truth, and Reality
03: Kindness, Empathy, and Grace
04: Resilience, Mettle, and Perseverance
05: Humility, Gratitude, and Learning
**Benefits:**
- Medical and Prescription Drug Benefits
- Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA)
- Dental & Vision Benefits
- Basic Life and AD&D Benefits
- 401k Retirement Plan with Company Match
- Company Paid Short & Long-Term Disability
- Paid Parental Leave
- Paid Time Off & Company Holidays
_The expected base salary for this position ranges from $70,000 to $90,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered._
_Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._
_Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we're just as excited about you._
_All legitimate roles with Norstella will be posted on Norstella's job board which is located at norstella.com/careers. If a role is not posted on this job board, a candidate should assume the role is not a legitimate role with Norstella. Norstella is not responsible for an application that may be submitted by or through a third-party and candidates should proceed with extreme caution if a third-party approaches them about an open role with Norstella. Norstella will never ask for anything of value or any type of payment during or as part of any recruitment, interview, or pre-hire onboarding process. If you are aware of or have reason to believe a job posting purportedly for a role with Norstella is fraudulent or otherwise not authorized by Norstella, please contact the Company using the following email address:_ _[email protected]_ _._
Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.
$70k-90k yearly 28d ago
Client Specialist Key
Knitwell Group
Service representative job in Bel Air, MD
About us
Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk taking and can enhance an already thriving culture. With a commitment to offer modern classic style for every body type, through a full range of sizes, inclusive to every woman in your life.
What We Offer:
Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next.
Incentive Opportunities
Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees. To learn more, visit our We Care page.
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within.
Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more.
What we Value “WE CARE”:
We Win as a team and are dedicated to ensuring and applauding each other's success.
We Encourage creativity, innovation and smart risk-taking.
We are Committed to building relationships with our customers and associates by knowing, serving, and delighting them.
We Act with integrity, transparency, candor, and respect.
We Respect, honor and value diversity and are invested in cultivating a dynamic and inclusive culture.
We Embrace community by bringing positive change to those we live and work in.
Who You Are:
Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers.
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment.
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store.
Possess excellent written and verbal communication skills and a high level of integrity.
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her.
Professional, assertive, and friendly with the ability to make decisions independently.
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems.
Available at least (20) hours per week.
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays.
Comfortable climbing ladders, moving around regularly, and standing for extended periods of time.
Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs.
What You'll Do:
Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally.
Support all service enhancers to build strong relationships including active use of Concierge.
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc.
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business.
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation.
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust.
Actively participate in community/store activities and events that promote the Talbots Brand.
Responsible for leading/supervising others on occasion and opening the store for business and/or closing the store.
Professionally represent the brand image.
Note: This position description is intended to describe the general nature of work being performed by associates assigned to this job. It is not intended to be inclusive of all duties and responsibilities and is subject to change.
Location:
Store 00387 Bel Air, MD-Bel Air,MD 21015Position Type:Regular/Part time
Pay Range:
$16.00 - $20.00 Hourly USD
Equal Employment Opportunity
The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact my ***************************. The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.
$16-20 hourly Auto-Apply 33d ago
Call Center Operator
Columbia Medical Practice 3.7
Service representative job in Columbia, MD
Job Description - Call Center Operator
The Call Center Operator is the first point of contact for patients at Columbia Medical Practice (CMP). This role ensures excellent customer service by handling incoming calls, scheduling appointments, and supporting daily operational needs of the call center. The Call Center Operator follows CMP policies and procedures while maintaining efficiency, accuracy, and professionalism.
SUPERVISION RECEIVED
Reports to the Call Center Manager.
RESPONSIBILITIES
Patient Interaction & Registration
• Answer incoming calls promptly and professionally using CMP standards.
• Register patients accurately in the EHR, including demographics, insurance, and eligibility verification.
• Inform patients of CMP insurance/payment policies.
• Assist with medical record requests and portal enrollment.
Appointment Scheduling
• Schedule patient appointments according to department/provider guidelines.
• Manage cancellations, no-shows, and reschedules.
• Optimize schedules for efficiency, including double bookings or extended hours when approved.
• Monitor call volume and assist in meeting call center performance goals.
Team Support & Communication
• Communicate effectively with providers, staff, and outside entities (labs, imaging centers, hospitals).
• Assist with training and onboarding of new call center staff.
• Provide coverage for coworkers as needed.
• Escalate issues or unusual calls appropriately.
EDUCATION & EXPERIENCE
• High school diploma or GED required.
• Associate degree in a clinical or business field preferred.
• Minimum 2 years of call center experience required; experience in a physician office preferred.
KNOWLEDGE & SKILLS
• Excellent verbal communication and active listening skills.
• Strong customer service orientation and ability to multitask.
• Proficiency with EHR systems and general office software.
• Knowledge of HIPAA and OSHA guidelines.
• Ability to work independently and as part of a team.
ENVIRONMENTAL & PHYSICAL DEMANDS
• Normal office environment with potential exposure to communicable diseases.
• Extended periods of sitting, phone use, and computer work.
• Must be able to multitask in a fast-paced setting and communicate clearly.
Columbia Medical Practice is an EEO Employer - M/F/Disability/Protected Veteran Status View all jobs at this company
$33k-40k yearly est. 20d ago
Call Center Operator
Laurel Dental Office
Service representative job in Ellicott City, MD
Preferred Dental is a general dentistry office in Ellicott City, MD. We are professional, agile, innovative and our goal is to deliver quality comprehensive care tailored to specific patient needs with the intent to improve overall health, quality of life, and increase life span through immaculate oral health..
Our work environment includes:
Modern office setting
Growth opportunities
Wellness programs
4-day work week
Business, sales, and communications training
We are seeking energetic and reliable professionals to join our team of Call Center Representatives. The successful candidates will be responsible for answering incoming customer calls, utilizing company policies to solve customer issues and directing calls to the managerial team when necessary. Our Call Center Representatives are often the first point of contact for new and existing patient scheduling and any related issues, so we are interested in hiring individuals with a commitment to customer satisfaction and an ability to make quick and accurate decisions.
Responsibilities:
Speak clearly to customers.
Communicate in writing with excellent grammar, punctuation, and spelling
Provide good customer service.
Answer questions about company services.
Handle problems that may arise when dealing with patients and non-patients.
Communicate with patients and resolve their problems or complaints.
Take notes of customer service calls.
Explain the different policies to customers.
Job Type: Full-time
Pay: $17.00 - $18.00 per hour
Benefits:
401(k) matching
Health insurance
Dental care coverage
Employee discount
Paid time off
Paid training
Schedule:
Monday, Tuesday, Thursday, Friday as per office hours of the office
Supplemental pay types:
Bonus pay
$17-18 hourly Auto-Apply 60d+ ago
Personal Lines Insurance CSR
Summit Bridge Partners 4.5
Service representative job in Baltimore, MD
Personal Lines Client ServiceRepresentative
A well-established insurance agency in Baltimore is seeking a proactive and detail-driven professional to join their personal lines team. This position is ideal for someone with a foundation in property and casualty insurance and a passion for providing excellent support to both internal teams and policyholders. You'll work closely with internal account managers, insurance carriers, and individual clients to ensure timely and accurate service for policies related to home, auto, and personal liability protection.
Key Responsibilities
Deliver responsive and high-quality service to clients via phone and email
Assist with the intake, processing, and follow-up for policy updates, changes, and new account setup
Maintain and update service records, documentation, and internal systems accurately
Support service team in reviewing incoming policy data and troubleshooting issues
Prepare routine correspondence, coverage summaries, and support documents
Respond to carrier and client information requests in a timely, professional manner
Help with premium comparisons, policy placement options, and remarketing efforts when needed
Qualifications
2+ years of insurance experience required (personal lines)
Active P&C license preferred but not required with the right experience
Strong written and verbal communication skills
Tech-savvy, detail-oriented, and organized
Team-first mentality with a proactive and collaborative attitude
Compensation & Benefits
Competitive base pay range of $50,000 to $70,000
Full benefits package including health, dental, vision insurance and retirement contributions
$50k-70k yearly 2d ago
POWER SYSTEMS DIVISION (PSD) RENTAL SERVICE ADVISOR
Carter MacHinery Company, Inc. 4.0
Service representative job in Elkridge, MD
Carter Machinery Company, the authorized Caterpillar dealer serving Virginia, West Virginia, Maryland, Delaware and Washington D.C. is hiring a Power Systems Division (PSD) Rental Service Advisor in Elkridge, Maryland. The PSD Rental Service Advisor position is responsible for communicating with internal and external customers to gather information regarding PSD rental equipment issues and providing repair status updates while repairs are in progress; opening/processing work orders in an efficient and timely manner using thorough details on customer requests/complaints to ensure technician understanding and customer satisfaction. Seeking candidates with a minimum two years' service related experience; Rental industry experience a plus; High School diploma or equivalent.
Requirements for the PSD Rental Service Advisor position include:
Must have excellent customer service skills and the ability to deal with stressful situations.
Must be a strong communicator with excellent oral and written communication skills.
Must be able to effectively multi-task.
Must have an attention to detail.
Working knowledge of the function and repair of generators, air compressors and temperature control products preferred.
Must be able to work any shift.
Must be proficient with Microsoft Office Products.
Promote a positive customer experience.
Uphold the Core Values of Integrity, Commitment, Excellence and Teamwork by embracing The Carter Way.
Physical requirements must be met for the PSD Rental Service Advisor job, including the ability sit or stand for prolonged periods of time. Able to lift, carry and maneuver items up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. This job description is not intended to be all-inclusive. Additional duties may be assigned.
Starting Compensation Range: $62,000 - $75,000 per year
Actual base salary may vary based on experience, skills, qualifications, education, geographic location, and other relevant business considerations. In addition to base salary, the compensation package may include participation in performance-based incentive programs (e.g., discretionary or non-discretionary plans), as well as overtime eligibility depending on the role.
Competitive Compensation and Benefits:
Health, dental and vision insurance.
Paid time off.
401(k), $0.75 to $1.25 match up to 6%.
Life and disability insurance.
In-house training instructors/programs.
Tuition reimbursement.
Employee referral bonus program.
Discounts: cellular phone service, computers, tooling, cars and trucks.
Opportunities for overtime.
Shift differential (if applicable).
Carter Machinery Co., Inc. is an EEO/AA Employer. All qualified individuals - including minorities, females, veterans, and individuals with disabilities, or any other characteristic protected by law - are encouraged to apply.
Carter Machinery is a drug-free workplace.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$62k-75k yearly 3d ago
Client Service Representative (Colesville Branch)
Atlantic Union Bank 4.3
Service representative job in Silver Spring, MD
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client ServicesRepresentative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include:
Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$32k-43k yearly est. 2d ago
Customer Service Representative- Waldorf Rte. 5 - Waldorf, MD
Wesbanco Bank Inc. 4.3
Service representative job in Waldorf, MD
Back Customer ServiceRepresentative- Waldorf Rte. 5 #61-8681 Waldorf, Maryland, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Waldorf Rte. 5 Banking Center.
Market Mid-Atlantic Work Hours per Week 40 Requirements
High school diploma or GED required.
Banking, cash handling, sales, and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer ServiceRepresentative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
Essential Functions:
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Cross-selling of Bank's products and services
Business development (inside and outside)
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Cross trained and expected to assist with operational duties.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Additional Information:
The wage range for the Customer ServiceRepresentative position is $17.00 - $20.50 per hour and eligible for approved overtime and referral incentives. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays.
WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Waldorf, Maryland, United States