Customer Service Representative jobs at TD Bank

- 40 jobs

Controls Group Manager - Retail Operations/US Customer Assistance
TD Bank 4.5
Customer service representative job at TD Bank
Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $148,720 - $223,080 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Governance & Control **Job Description:** The Controls Group Manager - Retail Operations/US Customer Assistance is responsible for leading teams with accountability for audit remediation, quality assurance, credit policy origination and general project management goals. **Depth & Scope:** + Works with Senior Management of Regional Commercial and Risk Management to ensure key risk items are addressed and effective controls are in place while at the same time facilitating achievement of Business Line objectives + Effectively sets the tone from the top regarding expectations for the importance of risk management principles and controls + Develops and maintains a comprehensive understanding of the technical and business aspects of Regional Commercial Lending, Risk Management, Commercial Operations and Credit Policy in order to effectively manage various initiatives and resources + Acts as the liaison between internal audit, loan review and the business line to ensure management and oversight of the audit process + Provides input and leadership surrounding the strategic direction to address audit, loan review and regulatory findings as well as core risk initiatives and credit policy changes + Maintains oversight of working groups to ensure that all audit, loan review and regulatory issues are satisfactorily resolved and work proceeds to meet established deadlines + Leads or participates in strategic project initiatives to within Regional Commercial to mitigate risk, enhance controls or remediate audit, loan review or regulatory findings + Creates and maintains Key Risk Indicators for Regional Commercial Banking and monitors Key Risk Indicators from core business partners, escalating issues to senior management as needed + Effectively manages communication to ensure that Senior Management and business partners are aware of any significant risk changes or events, in a timely manner + Participates in Regional Commercial Risk Council and Committee structure + Creates content and administers meetings as required + Coordinates and supervises ongoing quality assurance testing program to evaluate business line control effectiveness. Works with impacted parties to initiate action plans to resolve identified control breakdowns within acceptable timeframes + Establishes oversight of business line risk controls and periodically evaluates risk mitigation efforts to assess effectiveness and make adjustments as risk/business goals change + Responsible for designing and executing training and communication plans to ensure Business Line understanding and compliance with key risk initiatives + Provides recommendations on project organization and governance structure and puts agreed organization structure in place **Education & Experience:** + 4 year degree or progressive work experience in addition to experience below + 10+ years related experience required + In depth knowledge of Commercial business line, business model, credit risk management, operations, and related processes + Previous management experience with the ability to coach, counsel, and train staff + Strong communications skills including the ability to influence others' actions and decisions without express authority + Demonstrates ability to manage projects, including task and responsibility delegation + Experience designing and delivering training to a wide audience + Excellent follow up skills and the ability to manage competing priorities according to business needs + Ability to establish and maintain strong relationships across multiple stakeholders and departmental boundaries **Preferred Qualifications:** + Experience in program project management + Understanding of (Retail Operations, US Cards, TDAF, Change Office/Enablement) + Experience and knowledge of all Lines of Defense **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$32k-38k yearly est. 2d ago
Specialist - Commercial Client Relationships
Fulton Financial Corporation 4.7
Bridgewater, NJ jobs
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview This is a hybrid role working 3 days in the office, 2 days possible work from home post-training. The role will be supporting our Commerical Real Estate team and be based out of our Bridgewater Building, NJ location. Core working hours 8 am -5 pm, or 8:30 am - 5 pm or 8 am -4:30 pm. This role supports the Commercial Sales Team by performing a wide variety of tasks to ensure a seamless client experience with the objective of building a full client relationship. Requires strong organizational skills, attention to detail, and the ability to independently manage multiple priorities in a fast-paced environment. This role also requires a high level of discretion and confidentiality. Responsibilities * Assist with the development of proposals, pitchbooks, and other marketing materials for client presentations and business development efforts. * Coordinate internal meetings, appointments, and travel arrangements for the Commercial Banking team, ensuring all logistical details are managed effectively. * Assist with customer on-boarding and commercial deposit account opening. * Answer and route phone calls. Provide exceptional client service, responding to account inquiries, processing overdrafts, and handling fee refunds as needed. Facilitate transfer requests, wire transactions, and other payment-related processes, ensuring accuracy and compliance with financial regulations. * Support sponsorships and contributions for community events, ensuring compliance with financial institution policies. * Develop and maintain office-specific procedures and policies to ensure efficient operations and compliance with organizational standards. * Assist with printing, scanning, and document processing as needed for internal and client-related projects, calls and emails, providing high-quality customer service and ensuring prompt resolution of client inquiries. * Plan and coordinate internal events and community connectivity activities, including logistics, invitations, and vendor arrangements. * Manage T&E (Travel and Expense) reports, PTO (Paid Time Off), and payroll matters for the team, ensuring accurate and timely processing. * Ensure that all financial deliverables are collected timely and to ensure that reporting around financial deliverables is accurate. Qualifications Education High School Diploma or equivalent. Specialty: general studies. (Required) Associate Degree or the equivalent experience. Specialty: business. (Preferred) Experience 3 or more years administration in financial institution or sales environment. (Required) 5 or more years commercial bank sales support. (Preferred) Knowledge, Skills, and Abilities * Excellent communication and interpersonal skills (Required) * Ability to work independently and collaboratively within a team (Required) * Proficiency in Microsoft Office Suite - Word, Excel, PowerPoint, Outlook (Required) * Ability to process information with high level of accuracy and attention to detail (Required) * Knowledge of sales tasks, tools and procedures (Required) Other Duties as Assigned by Manager This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Pay Transparency To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location. The hourly rate for this position is $19.90 - $31.44. Benefits Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank. EEO Statement Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
$19.9-31.4 hourly Auto-Apply 14d ago
Customer Support Specialist (Hybrid) - Full-time
Provident Bank 4.7
Iselin, NJ jobs
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: The Customer Support Specialist is responsible to take inbound calls from bank customers and ensure an exceptional customer experience during each call. This role is responsible for engaging clients to interpret needs, troubleshoot and provide solutions to inquiries. Also, this role is responsible for staying abreast of any new and/or changes to existing bank and department policies and procedures, products, services and marketing trends to ensure customer satisfaction All Provident Bank employees are expected to adhere to the Bank's Code of Ethics, Core Values, and Mission Statement. Works under general supervision. Our contact center operates Monday through Friday from 8:00 AM to 7:00 PM, and Saturdays from 9:00 AM to 2:00 PM. Team members are scheduled to work within these hours, and it's important that candidates are fully available during this time frame. KEY RESPONSIBILITIES: Independently responds to customer inquiries regarding the Bank's ATM and debit card services, reviewing transactions, identifying merchants, resetting pins and passwords, and other banking related services. Receive inbound calls from clients/ business partners and assist them with banking needs, while providing clear and accurate information about bank products and services Ask provoking questions to uncover client needs, recommend services and products, directs calls to the appropriate staff for assistance as needed while Creates and mail customer correspondence regarding account information and account holder documentation. Research account transactions to determine source of the transaction to produce copies of paid and deposited checks and statements upon request Meets or exceeds individual service including but not limited to 24-hour follow-up, adherence to schedule, call monitoring scores and unavailable time. Properly identify customers using verification process, implement enhanced security verification measures as the situation warrants to minimize risk and fraud to the bank . MINIMUM QUALIFICATIONS: High school diploma or GED 0-2 years related experience and/or training or equivalent combination of education and experience Proficient Critical thinking skills, ability to problem solve, make sounds decisions to produce thorough and accurate work. Adaptive, Flexible, Resourceful and the ability to cope with the fast-changing environment. Intermediate proficiency in Microsoft Office suite and alphanumeric data entry Ability to communicate clear, concise information to customers/co-workers and identify the best method to communicate information for each situation. Ability to function both as a team member and works well independently. Ability to work a flexible schedule according to the hours of operation of the contact center. PREFERRED QUALIFICATIONS: Prior banking experience Prior call center experience WORKING CONDITIONS: Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations. Prolonged sitting Lifting from 5 to 10 lbs. (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) The hazards are mainly those present in a normal office setting This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $16.46 - $20.56 Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$16.5-20.6 hourly 60d ago
Contact Center Representative (Bilingual Spanish)
First Bank 4.6
Saint Louis, MO jobs
Bilingual Spanish, Contact Center Rep Our Bilingual Spanish, Contact Center Representatives are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from our phone channel. What You Will Be Doing * Serve as the first point of contact for Tier 1 support issues and service requests for our clients and make sound decisions quickly * Be a friendly voice/representative of First Bank, analyzing client requests, setting appropriate expectations and forwarding clients to specialized Service Representative experts (Tier-2 and above) if needed * Be resourceful in searching for answers through documentation, knowledge base, communities and provide informational request resolutions * Contributing to the accomplishment of individual, team and First Bank performance goals * Learn internal systems, processes and master quality service standards * Make connections with First Bank team members with whom you will be interacting most frequently * Hours for this position are: Monday, Tuesday, Thursday, Friday and Saturday 9:00 AM - 5:30 PM CST. Note: This position is a remote role, however only applicants in the following states will be considered: MO and IL * High school diploma or general education degree (GED) required * Must be able to communicate verbally and in writing in both Spanish and English. * A minimum of one year client service experience and/or training; or equivalent combination of education and experience * Previous contact call center experience strongly preferred * Intermediate to advanced comprehensive knowledge and experience with Microsoft Office and business-related software required Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance. This is a fully remote position. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay is $18.00 - $22.00.
$18-22 hourly 16d ago
Commercial Client Relationships Specialist
Fulton Financial Corporation 4.7
Mount Laurel, NJ jobs
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview This role is a part-time, 20-hour per week, hybrid that can sit anywhere within our 5 state footprint post training. Core working hours must be between 8 am -5 pm. This role will support our Strategic Assets Management (SAM) team by performing a wide variety of tasks to ensure a seamless client experience with the objective of building a full client relationship. Requires strong organizational skills, attention to detail, and the ability to independently manage multiple priorities in a fast-paced environment. This role also requires a high level of discretion and confidentiality. Responsibilities * Assist with the development of reports for client meetings. * Coordinate internal meetings, appointments, and travel arrangements for the Strategic Assets Management (SAM) team, ensuring all logistical details are managed effectively. * Assist with customer on-boarding and commercial deposit account opening. * Answer and route phone calls. Provide exceptional client service, responding to account inquiries, processing overdrafts, and handling fee refunds as needed. Facilitate transfer requests, wire transactions, and other payment-related processes, ensuring accuracy and compliance with financial regulations. * Develop and maintain office-specific procedures and policies to ensure efficient operations and compliance with organizational standards. * Assist with printing, scanning, and document processing as needed for internal and client-related projects, calls and emails, providing high-quality customer service and ensuring prompt resolution of client inquiries. * Manage T&E (Travel and Expense) reports, PTO (Paid Time Off), and payroll matters for the team, ensuring accurate and timely processing. * Ensure that all financial deliverables are collected timely and to ensure that reporting around financial deliverables is accurate. * Track progress of projects, portfolios, and tasks via data managemet tools. Qualifications Education High School Diploma or equivalent. Specialty: general studies. (Required) Associate Degree or the equivalent experience. Specialty: business. (Preferred) Experience 3 or more years administration in financial institution or sales environment. (Required) 5 or more years commercial bank sales support. (Preferred) Knowledge, Skills, and Abilities * Excellent communication and interpersonal skills (Required) * Ability to work independently and collaboratively within a team (Required) * Proficiency in Microsoft Office Suite - Word, Excel, PowerPoint, Outlook (Required) * Ability to process information with high level of accuracy and attention to detail (Required) * Knowledge of sales tasks, tools and procedures (Required) Other Duties as Assigned by Manager This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Pay Transparency To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location. The hourly rate for this position is $19.90 - $31.44. Benefits Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank. EEO Statement Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
$19.9-31.4 hourly Auto-Apply 1d ago
Commercial Client Relationships Specialist
Fulton Bank 4.7
New Jersey jobs
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview This role is a part-time, 20-hour per week, hybrid that can sit anywhere within our 5 state footprint post training. Core working hours must be between 8 am -5 pm. This role will support our Strategic Assets Management (SAM) team by performing a wide variety of tasks to ensure a seamless client experience with the objective of building a full client relationship. Requires strong organizational skills, attention to detail, and the ability to independently manage multiple priorities in a fast-paced environment. This role also requires a high level of discretion and confidentiality. Responsibilities Assist with the development of reports for client meetings. Coordinate internal meetings, appointments, and travel arrangements for the Strategic Assets Management (SAM) team, ensuring all logistical details are managed effectively. Assist with customer on-boarding and commercial deposit account opening. Answer and route phone calls. Provide exceptional client service, responding to account inquiries, processing overdrafts, and handling fee refunds as needed. Facilitate transfer requests, wire transactions, and other payment-related processes, ensuring accuracy and compliance with financial regulations. Develop and maintain office-specific procedures and policies to ensure efficient operations and compliance with organizational standards. Assist with printing, scanning, and document processing as needed for internal and client-related projects, calls and emails, providing high-quality customer service and ensuring prompt resolution of client inquiries. Manage T&E (Travel and Expense) reports, PTO (Paid Time Off), and payroll matters for the team, ensuring accurate and timely processing. Ensure that all financial deliverables are collected timely and to ensure that reporting around financial deliverables is accurate. Track progress of projects, portfolios, and tasks via data managemet tools. Qualifications Education High School Diploma or equivalent. Specialty: general studies. (Required) Associate Degree or the equivalent experience. Specialty: business. (Preferred) Experience 3 or more years administration in financial institution or sales environment. (Required) 5 or more years commercial bank sales support. (Preferred) Knowledge, Skills, and Abilities Excellent communication and interpersonal skills (Required) Ability to work independently and collaboratively within a team (Required) Proficiency in Microsoft Office Suite - Word, Excel, PowerPoint, Outlook (Required) Ability to process information with high level of accuracy and attention to detail (Required) Knowledge of sales tasks, tools and procedures (Required) Other Duties as Assigned by Manager This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Pay Transparency To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location. The hourly rate for this position is $19.90 - $31.44. Benefits Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank. EEO Statement Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
$19.9-31.4 hourly Auto-Apply 2d ago
Treasury Management Client Onboarding Specialist III
Provident Bank 4.7
Woodbridge, NJ jobs
As a Treasury Management Client Onboarding Specialist III at Provident Bank, you will coordinate the implementation of treasury management services. Your primary responsibilities include, supporting the sales process, coordinating the implementation and set up of Treasury Management Products and Services and providing ongoing helpdesk support to cash management clients via phone and email requests. This position will provide direct assistance to the Department or Sector Manager and may be called upon to train staff, support sales officers and act in a supervisory capacity in the absence of the Department or Sector Manager. KEY RESPONSIBILITIES: Coordinates the implementation of treasury management services Ensures all documentation and setup parameters, including testing are completed accurately and timely. Reviews and archives of all client documentation in conjunction with all associated supporting documentation as necessary. Completes client walk through and training process for product/service implementation. Filters sales referrals fielded to Treasury Management Sales officers from telephone calls received and email inquiries. Acts as a liaison with Treasury Management Operations to finalize documentation and setup processes. Handles phone inquiries in a helpdesk environment in conjunction with monitoring the queues and logging call activities. Monitors incoming inquiries from clients and branches Monitors existing ACH Guidance lines maturities, provides information needed for and completing annual reviews for borrowers and non-borrowers. Monitors upcoming maturities along with facilitating the renewal with all parties to ensure timely processing. Prepares ACH documentation for the recommendation of ACH Guidance line approvals or renewals as necessary. Maintains all records to comply with policies and procedures. Completes ACH Annual reviews for borrowers and non-borrowers. Examines and monitors RDC client activities and risk ratings and makes recommendations Reviews RDC processing exceptions including deposit limits review. Resolves Cash Management issues with Treasury Management Operations and third-party vendors to resolve customer issues relating to products/services. MINIMUM QUALIFICATIONS: High School Diploma or GED required. Minimum of 5 years related experience. Ability to work in a fast-paced environment, Knowledge of applicable banking and privacy laws and regulations and policies. Possess excellent oral and written communications skills. Ability to prioritize multiple responsibilities and complete them on time. Ability to work in a team environment to instruct peers and assume a leadership role. Computer literacy with PC and windows programs. Ability to perform detailed mathematic operations with the use of a calculator. Ability to work a flexible schedule to accommodate support hours at the helpdesk. Ability to define problems, collects data, establish facts and draw valid conclusions. Ability to interpret a variety of instruction, communicate them to others and establish controls to monitor and evaluate the application of these instructions. Ability to shift attention quickly and accurately from one matter to another. PREFERRED QUALIFICATIONS: Associate or bachelor's degree Prior supervisory or team leader responsibilities. WORKING CONDITIONS: Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations. Prolonged sitting Lifting from 5 to 10 lbs. (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) The hazards are mainly those present in a normal office setting This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $29.59 - $36.97 hourly Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans. #LI-Hybrid
$29.6-37 hourly 2d ago
Customer Care Specialist (Call Center)
Valley National Bancorp 4.9
Wayne, NJ jobs
Responsibilities include but are not limited to: * Follow bank established guidelines regarding customer service and deliver an exceptional customer experience in accordance with Valley's mission statement. * Manage all customer issues while maintaining the highest level of professionalism, provide thoughtful prompt resolution with empathy, poise a consistent voice with the on-going goal of establishing a positive customer experience. * Answer high volume of phone calls, respond to e-mails including various communication channels from clients regarding balances, transactions, Debit Card usage/limits, Internet Banking, and other general banking queries. * Maintain proficient knowledge of Bank products and services and ability to educate customers on such, as well as cross sell various products and services. * Maintain ownership of issues to resolutions and escalate unresolved issues through proper channels. * Responsible for achieving individual sales, referral and service quality goals. * Develop referrals from prospects calling to inquire on bank products and services. * Provide operational support and trouble shoot issues for various digital banking products, such as Online Banking, Remote Deposit Capture, Mobile Banking, Mobile Deposit, and Mobile Wallet/Bill Pay. Required Skills: * Excellent verbal and written communication skills. * Strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. * Proficient computer skills; ability to understand and utilize multiple systems, computer and databases. * Demonstrate a working knowledge of bank products, services and policies. * Ability to solve practical problems. * Demonstrate a professional manner and team spirit. * Must be self-driven with a positive outlook and have the ability to demonstrate confidence, tact, patience, and diplomacy while dealing with customers. * Detail oriented and organized. Required Experience: * High School Diploma or GED and a minimum of two years' high volume call center experience, teller or branch banking experience. * Bilingual preferred.
$34k-38k yearly est. 52d ago
customer care Specialist (Call Center)
Valley National Bancorp 4.9
Wayne, NJ jobs
Responsibilities include but are not limited to: * Follow bank established guidelines regarding customer service and deliver an exceptional customer experience in accordance with Valley's mission statement. * Manage all customer issues while maintaining the highest level of professionalism, provide thoughtful prompt resolution with empathy, poise a consistent voice with the on-going goal of establishing a positive customer experience. * Answer high volume of phone calls, respond to e-mails including various communication channels from clients regarding balances, transactions, Debit Card usage/limits, Internet Banking, and other general banking queries. * Maintain proficient knowledge of Bank products and services and ability to educate customers on such, as well as cross sell various products and services. * Maintain ownership of issues to resolutions and escalate unresolved issues through proper channels. * Responsible for achieving individual sales, referral and service quality goals. * Develop referrals from prospects calling to inquire on bank products and services. * Provide operational support and trouble shoot issues for various digital banking products, such as Online Banking, Remote Deposit Capture, Mobile Banking, Mobile Deposit, and Mobile Wallet/Bill Pay. Required Skills: * Excellent verbal and written communication skills. * Strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. * Proficient computer skills; ability to understand and utilize multiple systems, computer and databases. * Demonstrate a working knowledge of bank products, services and policies. * Ability to solve practical problems. * Demonstrate a professional manner and team spirit. * Must be self-driven with a positive outlook and have the ability to demonstrate confidence, tact, patience, and diplomacy while dealing with customers. * Detail oriented and organized. Required Experience: * High School Diploma or GED and a minimum of two years' high volume call center experience, teller or branch banking experience. * Bilingual preferred.
$34k-38k yearly est. 52d ago
customer care Specialist (Call Center)
Valley National Bank 4.9
Wayne, NJ jobs
Responsibilities include but are not limited to: Follow bank established guidelines regarding customer service and deliver an exceptional customer experience in accordance with Valley's mission statement. Manage all customer issues while maintaining the highest level of professionalism, provide thoughtful prompt resolution with empathy, poise a consistent voice with the on-going goal of establishing a positive customer experience. Answer high volume of phone calls, respond to e-mails including various communication channels from clients regarding balances, transactions, Debit Card usage/limits, Internet Banking, and other general banking queries. Maintain proficient knowledge of Bank products and services and ability to educate customers on such, as well as cross sell various products and services. Maintain ownership of issues to resolutions and escalate unresolved issues through proper channels. Responsible for achieving individual sales, referral and service quality goals. Develop referrals from prospects calling to inquire on bank products and services. Provide operational support and trouble shoot issues for various digital banking products, such as Online Banking, Remote Deposit Capture, Mobile Banking, Mobile Deposit, and Mobile Wallet/Bill Pay.
$34k-38k yearly est. 4h ago
Service Representative III - IRA Specialist
Provident Bank 4.7
Woodbridge, NJ jobs
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: This position is responsible for supporting Branches, Contact Center and Departments by resolving and responding to their inquiries and concerns. Manage all aspects of IRA Plans and IRA accounts in addition to performing various duties for other deposit product accounts on the Core system. KEY RESPONSIBILITIES: Manages IRA plans/accounts; includes but not limited to verifying IRA documentation and correcting transactions to ensure accurate tax reporting. Maintains IRA plans/accounts, set up IRA auto distributions, maintain beneficiary information and distribution withholding. Resolves and responds to customer concerns for Branch, Department and Call Center personnel including but not limited to Savings, Checking, Safe Deposit Box, Certificate and Retirement Accounts and RMS Concerns. Concerns are received through queues, emails, telephone and by mail. Maintains and updates customer and account information including but not limited to account type changes, rates, alternate addresses and special coding. Assists with daily review of Consumer & Business Mobile Deposits such as approval or decline checks for deposit as needed Assists with review of various Cold Storage reports and Horizon 360 generated reports for ongoing account/customer monitoring Assists with daily processing of Department General Ledger entries, safe box payments, mail deposits and Official Check generation for the back-office departments. Responds to requests by management to perform related duties and activities. MINIMUM QUALIFICATIONS: High school diploma or GED Minimum 4-6 years' experience servicing Individual Retirement Accounts Strong Interpersonal skills, including listening, written and verbal communication Strong organizational and time management skills Strong PC Skills; ability to use various computer programs including Microsoft Office PREFERRED QUALIFICATIONS Bachelor's degree. WORKING CONDITIONS Work is mainly performed in a normal office environment. Noise levels usually are moderate. Prolonged sitting Lifting from 5 to 10 lbs. (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) The hazards are mainly those present in a normal office setting. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $22.26 - $27.79 hourly Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$22.3-27.8 hourly 18d ago
Service Representative II - Wire Transfer
Provident Bank 4.7
Woodbridge, NJ jobs
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: This position is responsible for performing all daily functions associated with a Wire Transfer Operations and assisting others regarding inquiries and problem resolution. This position is considered at the intermediate or journey person role. Incumbent is expected to perform routine and less complex non-routine duties of the job. Exercises independent judgment in resolving issues. Performs duties of a highly complex nature, including statistical reporting and reconciliation. Maintains focus on customer service and proof of area workflow. KEY RESPONSIBILITIES: Performs all tasks related to processing incoming and outgoing wire transfers, which is inclusive of monitoring and processing queues such as repair, exception, callback verifications etc. Review and release wires from the OFAC queues according to the established guidelines. Complete daily all file maintenance duties and daily proof. Assist with responding and resolving customer concerns for Branches and departments. Is responsible for providing assistance to customers and/or other agencies as required by the assigned position. Customers and/or agencies include, but are not limited to Online Cash Management Clients, Correspondent Banks, Wire Transfer Vendor and Federal Reserve. Service and assistance are provided in a professional, timely and accurate manner. Follows all department guidelines inclusive of policies and procedures in order to complete duties in an effective and efficient manner. Stays alert to recommendations in order to enhance departmental effectiveness overall. Assists others as directed to accomplish departmental objectives. Participates in training and development programs as requested or required. Works on special projects as assigned MINIMUM QUALIFICATIONS: 2-4 years of related experience. Knowledge of banking operations. Ability to exchange information clearly and concisely and to present ideas, report facts and other information. Ability to manage own workflow and resolve questions and problems with supervisor. Good communication and organizational skills. Basic knowledge of PC skills. Ability to add, subtract, multiply and divide monetary units and to perform arithmetic operations with the use of a calculator. Ability to work scheduled hours. WORKING CONDITIONS: Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations. Prolonged sitting Lifting from 5 to 10 lbs. (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) The hazards are mainly those present in a normal office setting This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $19.38 - $24.26 hourly Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$19.4-24.3 hourly 18d ago
Senior Institutional Client Service Representative - Stable Value & Guaranteed Products
New York Life Insurance 4.5
Jersey City, NJ jobs
The Institutional Client Service Representative plays a critical role in supporting institutional clients across our Stable Value and Guaranteed Products business lines. In this role, you will ensure accurate trade processing, resolve service-related issues, and provide timely, high-quality client support. You will also build and maintain strong relationships with clients and internal partners, contributing to the continued growth and success of our institutional business. Training & Development You will receive training, ongoing coaching, and mentoring to develop expertise in institutional products, contract provisions, and transaction processing. Our supportive environment is designed to help you build the skills needed to excel, while providing opportunities for career advancement within Client Services and the broader Institutional Investments team. What You'll Do: • Process trades for Guaranteed Products and the Stable Value Investments Group in compliance with audited operational procedures. • Support the Participating (“Par”) Group by processing contractholder-directed annuities and lump sum requests, and by responding to contract-related inquiries. • Resolve service-related issues, including “not in good order” situations from NSCC trading, using established departmental procedures. • Provide accurate and timely information to stable value clients, including pricing, accrued/credited interest calculations, account balances, audit inquiries, and tax reporting support. • Establish and maintain strong internal and external relationships by assessing client needs and responding effectively. • Demonstrate a solid understanding of Stable Value client operational procedures, industry practices, and regulatory requirements; effectively communicate this information to clients. • Maintain strong working knowledge of applications, products, and services to support evolving client needs. • Maintain records and files in accordance with company business policies. • Partner with internal teams (Investments, Operations, Compliance, etc.) to ensure seamless client service and resolution of complex inquiries. • Identify and recommend process improvements that enhance efficiency, accuracy, and client satisfaction. What You'll Bring: • 3-5 years of client service or operations experience in financial services, preferably with annuities, stable value, or retirement products. • Background and knowledge of Group Annuity Contracts and/or Stable Value Contracts and terminology. • Excellent time management, organizational, and multi-tasking skills to manage a varied workload effectively. • Strong computer skills with proficiency in Microsoft Office applications. • Strong written and verbal communication skills. • Bachelor's degree in Business, or related field preferred. • Ability to adapt quickly and remain effective in a dynamic, fast-paced environment. • Demonstrated ability to apply technical industry knowledge to day-to-day issues and leverage technology for improved service delivery. • Flexible and resilient in a changing environment. • Willingness to assist with department initiatives and cross-functional projects, contributing subject matter expertise and insights. #LI-KH1 #LI-HYBRID #LI-REMOTE Pay Transparency Salary Range: $50,000-$65,000 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92590
$50k-65k yearly 60d+ ago
Senior Institutional Client Service Representative - Stable Value & Guaranteed Products
New York Life 4.5
Jersey City, NJ jobs
The Institutional Client Service Representative plays a critical role in supporting institutional clients across our Stable Value and Guaranteed Products business lines. In this role, you will ensure accurate trade processing, resolve service-related issues, and provide timely, high-quality client support. You will also build and maintain strong relationships with clients and internal partners, contributing to the continued growth and success of our institutional business. Training & Development You will receive training, ongoing coaching, and mentoring to develop expertise in institutional products, contract provisions, and transaction processing. Our supportive environment is designed to help you build the skills needed to excel, while providing opportunities for career advancement within Client Services and the broader Institutional Investments team. What You'll Do: * Process trades for Guaranteed Products and the Stable Value Investments Group in compliance with audited operational procedures. * Support the Participating ("Par") Group by processing contractholder-directed annuities and lump sum requests, and by responding to contract-related inquiries. * Resolve service-related issues, including "not in good order" situations from NSCC trading, using established departmental procedures. * Provide accurate and timely information to stable value clients, including pricing, accrued/credited interest calculations, account balances, audit inquiries, and tax reporting support. * Establish and maintain strong internal and external relationships by assessing client needs and responding effectively. * Demonstrate a solid understanding of Stable Value client operational procedures, industry practices, and regulatory requirements; effectively communicate this information to clients. * Maintain strong working knowledge of applications, products, and services to support evolving client needs. * Maintain records and files in accordance with company business policies. * Partner with internal teams (Investments, Operations, Compliance, etc.) to ensure seamless client service and resolution of complex inquiries. * Identify and recommend process improvements that enhance efficiency, accuracy, and client satisfaction. What You'll Bring: * 3-5 years of client service or operations experience in financial services, preferably with annuities, stable value, or retirement products. * Background and knowledge of Group Annuity Contracts and/or Stable Value Contracts and terminology. * Excellent time management, organizational, and multi-tasking skills to manage a varied workload effectively. * Strong computer skills with proficiency in Microsoft Office applications. * Strong written and verbal communication skills. * Bachelor's degree in Business, or related field preferred. * Ability to adapt quickly and remain effective in a dynamic, fast-paced environment. * Demonstrated ability to apply technical industry knowledge to day-to-day issues and leverage technology for improved service delivery. * Flexible and resilient in a changing environment. * Willingness to assist with department initiatives and cross-functional projects, contributing subject matter expertise and insights. #LI-KH1 #LI-HYBRID #LI-REMOTE Pay Transparency Salary Range: $50,000-$65,000 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92590
$50k-65k yearly 60d+ ago
Client Service Representative - Institutional Annuities
New York Life Insurance 4.5
Jersey City, NJ jobs
This role provides a great opportunity to learn all aspects of our Structured Settlement Annuity product. In this role, you will serve as the Structured Settlement Annuities Departments front line, answering questions from payees and Structured Settlement brokers. You will process service requests, financial transactions, and death claims. You will also work closely with our Sales Desk while onboarding new business and distributing contracts. Every day will provide a new opportunity for you to learn, helping you grow and develop with each interaction, keeping you engaged and the role interesting. What You'll Do: This role provides a great opportunity to learn all aspects of our Structured Settlement Annuity product. In this role, you will serve as the Structured Settlement Annuities Departments front line, answering questions from payees and Structured Settlement brokers. You will process service requests, financial transactions, and death claims. You will also work closely with our Sales Desk while onboarding new business and distributing contracts. Every day will provide a new opportunity for you to learn, helping you grow and develop with each interaction, keeping you engaged and the role interesting. Training & Development: Client Service Representatives undergo in-house training to learn about the product, contract provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills for you to be successful. What You'll Bring: • A minimum of a bachelor's degree and/or equivalent and related work experience • Strong problem solving and organizational skills • Passionate to help others • Excellent oral and written communication skills • The ability to work and thrive in a team environment • Strong attention to detail • Accountable, ethical, good decision-making ability Pay Transparency Salary Range: $45,000-$52,000 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92894
$45k-52k yearly 18d ago
Client Service Representative - Institutional Annuities
New York Life Insurance 4.5
Jersey City, NJ jobs
Client Service Representative - Institutional Annuities: The Role: This role provides a great opportunity to learn all aspects of our Structured Settlement Annuity product. In this role, you will serve as the Structured Settlement Annuities Departments front line, answering questions from payees and Structured Settlement brokers. You will process service requests, financial transactions, and death claims. You will also work closely with our Sales Desk while onboarding new business and distributing contracts. Every day will provide a new opportunity for you to learn, helping you grow and develop with each interaction, keeping you engaged and the role interesting. Training & Development: Client Service Representatives undergo in-house training to learn about the product, contract provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills for you to be successful. Required Qualifications • A minimum of a bachelor's degree and/or equivalent and related work experience • Strong problem solving and organizational skills • Passionate to help others • Excellent oral and written communication skills • The ability to work and thrive in a team environment • Strong attention to detail • Accountable, ethical, good decision-making ability Desired Qualifications · 1- 2 years of related experience · Knowledge of annuities, Structured Settlement knowledge a plus · Client service experience Pay Transparency Salary Range: $45,000-$52,000 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92427
$45k-52k yearly 60d+ ago
Client Service Representative - Institutional Annuities
New York Life 4.5
Jersey City, NJ jobs
This role provides a great opportunity to learn all aspects of our Structured Settlement Annuity product. In this role, you will serve as the Structured Settlement Annuities Departments front line, answering questions from payees and Structured Settlement brokers. You will process service requests, financial transactions, and death claims. You will also work closely with our Sales Desk while onboarding new business and distributing contracts. Every day will provide a new opportunity for you to learn, helping you grow and develop with each interaction, keeping you engaged and the role interesting. What You'll Do: This role provides a great opportunity to learn all aspects of our Structured Settlement Annuity product. In this role, you will serve as the Structured Settlement Annuities Departments front line, answering questions from payees and Structured Settlement brokers. You will process service requests, financial transactions, and death claims. You will also work closely with our Sales Desk while onboarding new business and distributing contracts. Every day will provide a new opportunity for you to learn, helping you grow and develop with each interaction, keeping you engaged and the role interesting. Training & Development: Client Service Representatives undergo in-house training to learn about the product, contract provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills for you to be successful. What You'll Bring: * A minimum of a bachelor's degree and/or equivalent and related work experience * Strong problem solving and organizational skills * Passionate to help others * Excellent oral and written communication skills * The ability to work and thrive in a team environment * Strong attention to detail * Accountable, ethical, good decision-making ability Pay Transparency Salary Range: $45,000-$52,000 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92894
$45k-52k yearly 27d ago
Sales and Service Specialist
Valley National Bancorp 4.9
Morristown, NJ jobs
Responsibilities include but are not limited to: * Liaison with the OCC on opening, relocating, and closing retail branch offices. * Analyze reports, third-party data, and demographics to prepare presentations and executive summaries as required. * Work with Retail Sales to coordinate, plan, and execute events, including but not limited to Market Managers and SEM summits, management goal-setting retreats, and weekly management meetings. * Prepare presentation decks on branch lease renewals, branch renovations, branch relocations, and branch opening and closing proposals. * Provide administrative support for the department or for assigned staff, i.e.; payroll and attendance records, correspondence, mail, ordering supplies, etc. * Conduct research, compile data, and prepare basic papers for consideration and presentation by supervisor. * Verify vendor billing before processing for payment, including expense vouchers, branch vendor billing, and Amazon corporate billing. * Act as liaison with those both inside and outside the company relating to administrative issues. Required Skills: * Knowledge of principles and practices of basic office management and organization. * Ability to maintain confidentiality. * Ability to read and comprehend simple instructions, short correspondence, and memos. * Ability to write simple correspondence. * Must have good verbal, written and interpersonal communication skills. * Excellent phone and customer service skills. * Must be detail oriented. * Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. * Intermediate PC skills. Proficient in Microsoft Office applications Word, Excel, Outlook. * Ability to handle multiple tasks simultaneously. Required Experience: * High School Diploma or GED equivalent and a minimum of 3 years of administrative experience.
$38k-42k yearly est. 5d ago
Controls Group Manager - Retail Operations/US Customer Assistance
TD Bank 4.5
Customer service representative job at TD Bank
Hours: 40 Pay Details: $148,720 - $223,080 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Governance & Control Job Description: The Controls Group Manager - Retail Operations/US Customer Assistance is responsible for leading teams with accountability for audit remediation, quality assurance, credit policy origination and general project management goals. Depth & Scope: * Works with Senior Management of Regional Commercial and Risk Management to ensure key risk items are addressed and effective controls are in place while at the same time facilitating achievement of Business Line objectives * Effectively sets the tone from the top regarding expectations for the importance of risk management principles and controls * Develops and maintains a comprehensive understanding of the technical and business aspects of Regional Commercial Lending, Risk Management, Commercial Operations and Credit Policy in order to effectively manage various initiatives and resources * Acts as the liaison between internal audit, loan review and the business line to ensure management and oversight of the audit process * Provides input and leadership surrounding the strategic direction to address audit, loan review and regulatory findings as well as core risk initiatives and credit policy changes * Maintains oversight of working groups to ensure that all audit, loan review and regulatory issues are satisfactorily resolved and work proceeds to meet established deadlines * Leads or participates in strategic project initiatives to within Regional Commercial to mitigate risk, enhance controls or remediate audit, loan review or regulatory findings * Creates and maintains Key Risk Indicators for Regional Commercial Banking and monitors Key Risk Indicators from core business partners, escalating issues to senior management as needed * Effectively manages communication to ensure that Senior Management and business partners are aware of any significant risk changes or events, in a timely manner * Participates in Regional Commercial Risk Council and Committee structure * Creates content and administers meetings as required * Coordinates and supervises ongoing quality assurance testing program to evaluate business line control effectiveness. Works with impacted parties to initiate action plans to resolve identified control breakdowns within acceptable timeframes * Establishes oversight of business line risk controls and periodically evaluates risk mitigation efforts to assess effectiveness and make adjustments as risk/business goals change * Responsible for designing and executing training and communication plans to ensure Business Line understanding and compliance with key risk initiatives * Provides recommendations on project organization and governance structure and puts agreed organization structure in place Education & Experience: * 4 year degree or progressive work experience in addition to experience below * 10+ years related experience required * In depth knowledge of Commercial business line, business model, credit risk management, operations, and related processes * Previous management experience with the ability to coach, counsel, and train staff * Strong communications skills including the ability to influence others' actions and decisions without express authority * Demonstrates ability to manage projects, including task and responsibility delegation * Experience designing and delivering training to a wide audience * Excellent follow up skills and the ability to manage competing priorities according to business needs * Ability to establish and maintain strong relationships across multiple stakeholders and departmental boundaries Preferred Qualifications: * Experience in program project management * Understanding of (Retail Operations, US Cards, TDAF, Change Office/Enablement) * Experience and knowledge of all Lines of Defense Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$32k-38k yearly est. Auto-Apply 3d ago
Financial Services Representative
New York Life-Wall, Nj 4.5
Wall, NJ jobs
Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $115,917 yearly Responsibilities: Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Be a coachable, organized team member interested in pursuing training development and educational opportunities Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations Ability to understand the needs and financial concerns of clients Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter Promote customized ways for clients to achieve their long-term financial goals Cultivating relationships with a view to helping every family member or individual pursue financial security Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients Providing compassion and guidance to clients when unfortunate life circumstances arise Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time Qualifications: Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed Valid FINRA Series 7 & 63/66 preferred but not required Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients A Bachelor's degree in finance, business administration, or alternate related analytical field is required Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Sales experience preferred, but not required Go-getter mindset Desire to help families and businesses address their financial needs Strong business acumen Professional business demeanor Perseverance in the face of a challenge Ability to engage your community and leverage personal networks/contacts Must live within 100 miles of the office in Wall Township, NJ About Company About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Awards & Accolades... We're proud of our financial strength. A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of the training we offer Training Magazine's APEX Award for 2022
$29k-37k yearly est. 9d ago

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Updated December 11, 2025

Customer Service Representative jobs at TD Bank

Controls Group Manager - Retail Operations/US Customer Assistance

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Customer Support Specialist (Hybrid) - Full-time

Contact Center Representative (Bilingual Spanish)

Commercial Client Relationships Specialist

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Treasury Management Client Onboarding Specialist III

Customer Care Specialist (Call Center)

customer care Specialist (Call Center)

customer care Specialist (Call Center)

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Service Representative II - Wire Transfer

Senior Institutional Client Service Representative - Stable Value & Guaranteed Products

Senior Institutional Client Service Representative - Stable Value & Guaranteed Products

Client Service Representative - Institutional Annuities

Client Service Representative - Institutional Annuities

Client Service Representative - Institutional Annuities

Sales and Service Specialist

Controls Group Manager - Retail Operations/US Customer Assistance

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