Finance Service Representative Jobs in Montgomeryville, PA

- 1,037 Jobs
All
Finance Service Representative
Sales Representative
Banking Associate
Customer Service Representative
Equity Trader
Investment Banker
Service Representative
  • Commercial Lines CSR

    Summit Bridge Partners 4.5company rating

    Finance Service Representative Job 18 miles from Montgomeryville

    Commercial Lines CSR / Associate Account Manager Growing Insurance Agency | Philadelphia, PA Are you looking for a career with long-term growth and stability in the insurance industry? This is an exciting opportunity to join a growing agency and take your career to the next level. Ideally we are looking for a Commercial Lines CSR / Associate Account Manager who wants to grow into an Account Manager role or Sales role and be part of expanding the agency's Commercial Lines division. Why This Opportunity? Leadership that values ambition- Whether you're early in your career and eager to grow or looking for a stable, long-term role, this agency invests in its people. What You'll Do: 🔹 Manage accounts under $20K in premium - handling billing, renewals, certificates, re-quotes, and proposals. 🔹 Call clients on renewals and provide excellent customer service. 🔹 Work alongside a team focused on expanding the Commercial Lines division and shaping the future of the agency. What We're Looking For: 🔹 1-2 years of insurance experience (Commercial Lines preferred). 🔹 Knowledge of AMS360 is ideal. 🔹 A competitive, growth-oriented mindset - someone who wants to do well, take on more responsibility, and advance. 🔹 Someone who enjoys working in a collaborative, supportive environment. Salary: $50K-$60K plus full benefits. This is an incredible opportunity to build your career with an agency committed to long-term success. If you're ready to take the next step, apply now or reach out for more details!
    $50k-60k yearly 2d ago
  • Customer Service Representative

    AMCO Proteins 4.3company rating

    Finance Service Representative Job 23 miles from Montgomeryville

    AMCO Proteins has an exciting opportunity for an organized, detailed oriented Customer Service Representative that possesses a high sense of urgency. This is an excellent opportunity for someone that enjoys building relationships with and providing high-end customer service to customers. AMCO Proteins has been processing dairy proteins for over 60 years. Our service-oriented approach and quality focus has made us a leader in the food, beverage, and nutrition markets. Position Summary: As a Customer Service Representative (CSR) you will be responsible for building and maintaining strong, long-term relationships with customers. This role focuses on understanding customer needs, ensuring satisfaction, and driving customer retention. The CSR will be the primary point of contact for an existing book of business, managing their accounts, resolving issues, and ensuring high level customer service. Essential Job Functions: · Responsible for the management and retention of assigned customer accounts. · Develop and maintain strong relationships with customers via a touch point program as a means of proactively servicing and retaining the business. · Review, enter, confirm, and release customer orders in accordance with company policies. · Oversee order management to ensure on-time order fulfilment. · Manage customer communications regarding shipments, delays, or other operational updates. · Generate customer/order specific documents for both domestic and international shipments. · Collaborate with internal teams (e.g., sales, finance, logistics) to ensure customer requirements are met and issues/inquiries are resolved in a timely fashion. · Responsible for completing, maintaining, and providing monthly sales forecast. · Manage the onboarding process for new customers. · Support the Business Development Managers. · Daily use of CRM and ERP systems for customer management. Requirements: · College degree. · Proven experience in customer relationship management, account management, or a related role. · Experience managing 50+ accounts. · Team collaboration and coordination across departments. · Exceptional organizational and communication skills. · Adherence to our 24-hour internal and external response time. Benefits: · Competitive base salary · Comprehensive benefits (Full medical, dental, 401k, Paid Time Off)
    $29k-37k yearly est. 2d ago
  • Floating Sales and Service Representative

    Meridian Bank 4.6company rating

    Finance Service Representative Job 7 miles from Montgomeryville

    Meridian Bank (subsidiary of Meridian Corporation, Nasdaq: MRBK) is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. Growing throughout Pennsylvania, New Jersey, Delaware, Maryland and Florida, Meridian offers opportunities for anyone wishing to start or continue a career working in a collegial atmosphere to bring unrivaled service to clients and customers. Member FDIC | Equal Housing Lender Position summary: Responsible for performing various duties to support the Retail Branch Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information. Assists in the day-day operations of the branch with a sales focus on deposit growth in local territory and develops /helps to manage an account portfolio while delivering excellent customer service. This position will assist our Blue Bell and Doylestown branch locations. Qualifications required: Associate's degree in Finance or related field; or equivalent work experience 1-3 years related banking experience or an equivalent combination of education and experience Ability to work in a team environment Previous sales and customer service experience in a retail banking environment Strong computer skills (MS Office, etc.) High degree of attention to detail and ability to multitask Prior cash handling experience Ability to work all hours the branch is open Essential functions and responsibilities: Valid Drivers License Responsible for providing coverage to any of the retail branch locations when needed Ability to adapt to each branch locations policies, procedures and day to day needs Provides exceptional customer service by promptly resolves customer issues, responding to questions, and creatively solves problems Participates in sales campaigns with energy and focus to achieve goals while maintaining quality standards Engages in outbound calling efforts to establish new business Meets with and calls prospects/customers and develops an understanding of other financial goals and needs; assesses information and suggests appropriate product and service solutions; educates the prospect/customer on the benefits and value of suggested solutions resulting in closed sales Demonstrates strong product knowledge and cross-selling aptitude Processes customer transactions efficiently and accurately, while following policies and procedures. Transactions include but not limited to cashing checks, opening new accounts, accepting loan payments, verifying currency, completing withdrawals, resolving customer issues, and issuing of bank checks Has a working knowledge of all compliance regulations and bank policies and procedures Must be capable of developing relationships with customers/prospects and be creative in solving problems Participates in community events in conjunction with Bank sponsorships, marketing, and networking Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place Communicates with management and coworkers in order to integrate goals and activities Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc. Other duties as assigned Success factors/job competencies: Organizational and time management skills Ability to work with little or no supervision Excellent interpersonal and communication skills Timely and regular attendance Completes work in a timely manner Actively seeks coaching Application Access: Jack Henry Physical demands, work environment, and location: Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment. Work environment: The noise level in this environment is minimal. Location: Various Meridian Bank locations as assigned. Meridian is An Equal Opportunity Employer
    $32k-49k yearly est. 3d ago
  • Customer Service Representative

    Ntech Workforce

    Finance Service Representative Job 18 miles from Montgomeryville

    Terms of Employment • Duration: 3 Months • The Customer Service Representative is responsible for supporting the Medicare Appeal process by answering incoming telephone calls, resolving customer questions, complaints and requests adhering to internal policies and procedures and utilizing working knowledge of the organization's services to meet productivity and quality standards. Responsibilities • Develops and maintains working knowledge of internal policies, procedures, and services (both departmental and operational) • Utilizes automated systems to log and retrieve information. Performs accurate and timely data entry of electronic faxes • Receives inquiries from customers or providers by telephone, email, fax, or mail and communicates response within required turnaround times • Responds to telephone inquiries and complaints in a prompt, accurate, and courteous manner following standard operating procedures • Interacts with hospitals, physicians, beneficiaries, or other program recipients • Investigates and resolves or reports customer problems. Identifies and escalates difficult situations to the appropriate party • Meets or exceeds standards for call volume and service level per department guidelines • Initiates files by collecting and entering demographic, provider, and procedure information into the system • Serves as liaison between the Review Supervisors and external providers • Maintains logs and documents disposition of incoming and outgoing calls Required Skills & Experience • High School diploma or equivalent • 2+ year's customer service/telephone experience in a similar call center environment and/or industry. • Must have ability to effectively communicate with team members and external customers • Must have ability to research and resolve issues related to Medicaid program and service eligibility Preferred Skills & Experience • Previous experience in the medical office or other medical setting preferred • General knowledge of eligibility verification (Medicaid eligibility and program requirements for specific program of focus preferred) • Knowledge of CPT and HCPCS codes preferred • PC proficiency to include Microsoft Office Suite • Experience with Microsoft programs Sincerely, Preetam Raj Lead Technical Recruiter nTech Workforce Inc D: ************ EXT: 726 E: ************************** preetam(at)ntechworkforce(dot)com
    $27k-36k yearly est. 3d ago
  • Customer Service Representative - Immediate Hire

    PHL Acquisitions

    Finance Service Representative Job 18 miles from Montgomeryville

    Customer Service Representative Needed - Immediate Hire Are you a people person who loves interacting with customers and providing top-notch service? Do you thrive in a customer-facing role where your communication skills can shine? If so, we want you to be part of our team as a Customer Service Representative! Key Responsibilities: Greet and assist customers, ensuring they have a positive experience. Handle customer inquiries and resolve any issues with professionalism and care. Provide detailed information about products and services. Maintain a positive and friendly attitude while addressing customer needs. Collaborate with team members to improve overall customer satisfaction. Keep accurate records of customer interactions and transactions. Follow up with customers to ensure their needs are met and they are satisfied with our service. Qualifications: Strong communication and interpersonal skills. A passion for customer service and a desire to help people. Ability to remain calm and handle challenging situations with a positive attitude. Excellent problem-solving skills and attention to detail. Experience in customer service, retail, or a related field is a plus. Ability to work in a fast-paced environment and adapt to changing priorities. Why Join Us? Engaging Work Environment: Work in a dynamic and supportive atmosphere where your contributions make a real impact. Career Development: Opportunities for growth and advancement within the company. Comprehensive Training: Ongoing training and development to help you succeed in your role. Competitive Compensation: Attractive bonus structure with uncapped performance-based incentives. Inclusive Culture: Be part of a team that values diversity and inclusion. How to Apply: If you're ready to take on a customer-facing role where you can make a difference, we'd love to hear from you! Please submit your resume and a brief cover letter explaining why you're a great fit for this position. We encourage recent graduates and aspiring communication professionals to apply! Join PHL Acquisitions and become a key part of our mission to deliver exceptional customer service!
    $27k-36k yearly est. 12d ago
  • Sales Representative

    PLS Logistics Services 3.9company rating

    Finance Service Representative Job 18 miles from Montgomeryville

    Do you want access to the best training program in the industry and get paid while doing so? Do you want a database full of customers across the continent, without having to prospect for them? We are growing as an organization and are looking for top talent to join our team! Who we are ~ Over our 30+ year history, PLS Logistics Services has become one of the country's TOP 25 third-party logistics (3PL) services providers. We are headquartered in PA, with offices in Jacksonville, Tampa, Houston, Dallas, Phoenix, St. Louis, Philadelphia & Pittsburgh. Requirements: Minimum 2 years of cold calling experience in the sales industry or a closely related field High energy and a passion for sales Competitive Money hungry and driven by success Pay and benefits $52,000 starting salary $1,000 signing bonus Unlimited PTO Uncapped Commission Tuition Reimbursement Quick Promotions 401k with match Your first week Learn about PLS Logistics Services and the logistics industry Hear from our top home-grown leaders on how to be successful Participate in our fully paid training and orientation Familiarize yourself with our business model and transportation management system Get on the phones and grow your network Your first month Continue to develop a portfolio of clients by cold calling using our provided industry leads Understand how to negotiate pricing to close the deal Take charge of client service issues to the point of resolution Be open to coaching and learning while putting in the time and effort to be successful Your first six months Be the trusted advisor to your customer, helping manage their logistics challenges Liaise with Logistics Coordinators to help shoulder your load and allow you to bring in more business Seek out promotional opportunities to move up the ranks Maintain a strong understanding of the industry, including rates, capacities, and carriers. Our ideal candidate Bachelor's degree (preferred) Self-motivated, Entrepreneurial spirit, Adaptable and dynamic Strong communication and interpersonal skills Hours: Onsite position in our Philadelphia office M-F 7:45a-5:15p with a one hour lunch break At PLS Logistics Services, we ship over one million loads annually across all major freight modes: flatbed, van, LTL, rail & barge, air & ocean. Our customers benefit from our broad PLS Transportation network of over 250,000 trucks representing 55,000 carrier partners, along with Class-1 railroads and major barge companies. Are you ready to jump-start your career?
    $52k yearly 28d ago
  • Sales Representative-7,500 housing stipend, 2,500 sign-on bonus and paid relocation

    Total Quality Logistics 4.0company rating

    Finance Service Representative Job 18 miles from Montgomeryville

    IS LOCATED IN CINCINNATI - PAID RELOCATION PROVIDED What's in it for you: $40,000 base salary with uncapped commission-you decide how much you earn. $7,500 housing stipend paid out in every paycheck during your first year to make settling in easy. 26-week paid training and mentoring program to set you up for long-term success. Paid relocation package and a $2,500 sign-on bonus to ensure your move to Cincinnati is hassle-free. Expect to earn over $50,000 in total compensation in your first year. Comprehensive health, dental, and vision plans, including a $0 paycheck option, plus a 401(k) with company match. Serious career growth opportunities-75% of our sales managers started in roles just like this one. Hit your goals, and you could transfer to one of our 60+ offices or even help launch a brand-new location. Be part of a winning team-TQL was named a Fortune 100 Best Companies to Work For (2024). Why You'll Love It Here: Pennsylvania is known for its hardworking spirit and close-knit community, and TQL mirrors those values. Relocating to Cincinnati means joining a company where dedication, ambition, and a hunger for success are rewarded. At TQL, you'll become part of our Fast Track Sales Program, a comprehensive training and mentoring initiative designed to help you succeed from day one. You'll have the tools, resources, and support you need to thrive, while joining a team that values hard work and celebrates big wins. Whether you're looking for financial growth, career advancement, or a dynamic environment to excel, this is your opportunity to make a lasting impact. What You'll Be Doing: Make outbound calls to build relationships and grow your own book of business. Close deals with new and existing customers to meet their freight transportation needs. Develop your negotiation skills to set competitive pricing with shippers and carriers. Oversee shipments daily to ensure on-time pickups and deliveries, resolving issues 24/7/365 as they arise. Communicate effectively-internally and externally-to build trust and credibility. What You'll Need to Succeed: A college degree is great but not required-some of our top performers don't have one. A competitive streak and a drive to succeed-your work ethic will set you apart. Strong negotiation skills and the confidence to tackle challenges head-on. Comfort working in a modern, tech-driven office environment. Sales experience is a plus, but we value fresh perspectives from all backgrounds. A passion for delivering exceptional service and going above and beyond for your customers. About Us: At TQL, we've built a culture that invests in people, embraces innovative technology, and prioritizes top-notch customer service. As an Equal Opportunity Employer, we welcome every qualified applicant-regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. If you need help applying due to a disability, contact us at ****************** for assistance. For assistance with your application due to a disability, please contact recruiting at ******************.
    $40k-50k yearly 27d ago
  • Industrial Service Sales Representative

    Catalyst Career Group | Job Fairs Nationwide & Private Interviewing Events

    Finance Service Representative Job 18 miles from Montgomeryville

    Industrial Sales Representative Konecranes Konecranes is looking for an Industrial Service Sales Representative for the Philadelphia area. As a Service Sales Representative, your primary duties are to sell Overhead Cranes and Overhead Crane services to new clients and an existing customer base to improve safety and productivity. This individual will be responsible for meeting assigned sales targets for all lifting equipment including but not limited to; repairs, retrofits, hoists, spare parts, general overhauls and consultation services. Organizational skills are required to monitor the workload of our service department and ensure that all open time slots are filled with sold work. Strong communication skills are a must, as you will be engaging with existing customers. If you think your attributes are a fit and you are interested in working in a fast paced, safety first type of environment, apply today! Position includes: $70,500 salary Uncapped commission OTE: $90,000-120,000 Full Benefits Paid vacation, sick/personal days, holidays Company Vehicle, plus more Phone Interviews are being scheduled. A Private Recruiting Service Provided by Catalyst Career Group To request an interview, press the "APPLY" Button below Requirements Include: Previous Industrial Sales Experience. Bachelor's degree or Associate's degree preferred Familiarity or education in Engineering, Electrical or Mechanical Demonstrated leadership and team management experience Good written and verbal communication skills; PC skills Prior experience with cranes is a plus Good driving record Willing and able to work off the ground on occasion Principal Responsibilities Include: Engage in various sales activities to sell safety and productive retrofits, components, modernization and new equipment to existing customers and develop new accounts to meet minimum established sales quotas. Prepare or assist in preparing price estimates for service work using established tools, guidelines and input from the service department. Maintain personal contact with all existing accounts in your area. Prepare related monthly reports. When required, maintain monthly contact with assigned accounts to develop relationships. Document activity with key accounts. Prepare account plans with appropriate actions and forward to District Manager. Schedule and conduct business reviews for customers on an annual basis or as needed. Prepare and maintain a log in CRM software of all activities, business opportunities and offers submitted to customers and provide report to manager weekly. Monitor workload of service department and ensure all open time slots are filled with sold work. Qualify all any projects or credit worthiness as needed. Check D&B ratings and obtain credit application, if appropriate. Obtain tax-exempt certificate, if required. Monitor the credit control list and assist in collection efforts of problem accounts, as needed. Monitor the contract renewal process to ensure customer needs are met in a timely manner and opportunities are not lost. Maintain customer and contact information in the CRM software, as required. Follow all established safety rules and procedures, including those established by the customer. To request an interview, press the "APPLY" Button below Questions? Email: jstraub@catalystcareergroup.com
    $90k-120k yearly 10d ago
  • Event Sales Representative

    Lucky Strike Entertainment 4.3company rating

    Finance Service Representative Job 15 miles from Montgomeryville

    Imagine your ideal job. Now add bowling. And arcade games. And parties every day of the week. This isn't any ordinary job; it's the beginning of a bowled new career as an Hybrid Event Sales Representative at Bowlero Feasterville! Are you the life of the party? Do you know what it takes to make a great event even more amazing? If so, then you may be just what we're looking for. Our Hybrid Event Sales Representatives are more than just good salespeople-they're talented experience-makers . They tirelessly engage with calls and emails to secure bookings, manage their pipelines, meet and tour with potential clients, and collaborate with our Operations Team to guarantee flawless execution of our guests' events. You'll make the booking/planning/partying process easy (and fun!) so that your client comes back again and again. Essential Duties: Get a glimpse of all you'll experience as an Hybrid Event Sales Representative. DEVELOP YOUR IQ & BOOK IT Respond to all event inquiries (that's a given) and turn those inquiries into booked events. While you'll be working in one of our beautiful locations, you'll also be planning events for multiple venues! Learn the features and benefits of our distinctive properties and event options-and relay them effectively to your clients as you will be booking events across multiple venues. Understand the unique needs of all types of events-from corporate functions to birthday parties to other social events. HIT THOSE NUMBERS Meet (nay, exceed ) your individual sales KPIs. STAY ON POINT Organization is the key to success when working with a large rolodex of clients and multiple venues. Be the on-site contact for our operations team, hosting BEO meetings, and working together to ensure every event is a smashing success! guide the guest Be there for your clients, planning their events, and coordinating the details until the day of the party. Actively managing the client relationship both during and after the event with retention efforts to ensure your client comes back year after year. FLEXIBILITY IS KEY Be available to work evenings, weekends, and holidays, especially during our busiest event-packed seasons. BE CAMERA READY Stay connected with the rest of the team on camera! Whether it is for one-on-one coaching sessions or daily meetings, we're committed to fostering the camaraderie of an office for our remote reps. Plus, our clients can pop in at any time so always be ready to showcase your enthusiasm and professionalism. WHO YOU ARE You're a motivated, ambitious individual who's eager to learn and ready to sell our unique spin on bowling entertainment and events. Embracing feedback isn't just a skill, it's something you thrive on to become even greater! You love friendly competition and use that to achieve your KPIs. Your commitment to guest service and your interpersonal skills are on point and combine to turn ordinary events into epic celebrations that everyone will be talking about long after the party's over. Desired Skills: Check out the desired skills below and see if you have what it takes to join our team. Broad knowledge of sales, hospitality, and event planning Proficient in technology including Outlook, Microsoft Teams, and Excel Strong verbal and written communication skills (because to sell the experience, you have to be able to communicate it- effectively ) Feedback driven Time management and organization skills Adaptability REQUIRED: Ability to travel once a year to the national sales conference THE LUCKY STRIKE TEAM: With approximately 350 entertainment destinations spanning North America, our portfolio includes renowned brands like Bowlero, Lucky Strike, AMF, and the Professional Bowlers Association (PBA). As a company, we are committed to diversity, dedicated to our guests, and devoted to making the work-life experience a joy for one another. When work is this much fun, it doesn't feel like work at all. Join our team of over 12,000 associates and experience the fulfillment of being part of the Bowlero family.
    $18k-44k yearly est. 19d ago
  • Sales Representative

    Lumina Direct

    Finance Service Representative Job 18 miles from Montgomeryville

    Sales Representative | Entry Level | Lumina Direct Are you hungry for success, driven to grow, and looking for a career that rewards ambition? Do you want to be at the forefront of cutting-edge tech, working with Starlink and WiFi 6 solutions? If you're looking to break into sales with a company that actually invests in your future, this is your opportunity. At Lumina Direct, we don't believe in waiting years for a promotion. We develop our talent in-house, fast-tracking the careers of ambitious, competitive, and motivated individuals. If you have the drive to succeed, we'll provide the training, mentorship, and opportunities to get you to the top. What You'll Be Doing Represent Starlink and WiFi 6 technology in a face-to-face, B2B sales environment. Work with both new and existing businesses, helping them upgrade their connectivity solutions. Learn the art of sales through hands-on experience-no previous experience is required. Build relationships, close deals, and develop into a leader within our organization. Work in a fast-paced, in-person role that keeps you on your toes and rewards performance. What We're Looking For We want high-energy, ambitious, and competitive individuals who: Thrive in face-to-face environments and love building connections with people. Have a strong work ethic and aren't afraid to grind to hit their goals. Want growth opportunities-we promote from within, and fast. Are coachable and eager to develop real-world sales and leadership skills. Don't settle for average-you want to make an impact and be rewarded for it. Why Join Lumina Direct? Uncapped earning potential - competitive pay + performance bonuses. Full sales training - We don't just throw you in; we teach you how to succeed. Clear career progression - Entry-level today, leadership tomorrow. Be part of an energetic, driven team - Work alongside like-minded young professionals who are serious about their careers. Work with cutting-edge tech - Stay ahead of the game with Starlink and next-gen WiFi 6 solutions. Ready to Prove Yourself? If you're ready to step into a high-growth industry, challenge yourself, and build a career with no limits, this is your shot. Apply now and let's get to work. Lumina Direct is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $46k-87k yearly est. 23d ago
  • PA Sales Representative

    Lake Hour

    Finance Service Representative Job 18 miles from Montgomeryville

    Lake Hour is a rapidly growing and innovative canned cocktail brand co-founded by Rich Peete, a seasoned producer, and Wyatt Russell, that actor you know from that one thing. We created a canned cocktail with real spirits and real ingredients. A better, less sugary-sweet version of those popular slim-canned vodka seltzers. Something that's unique and complex, but goes down easy Something rugged, yet classy - like Alan Jackson water skiing in jeans. The award-winning cans are on the shelves, now we need a sales rep to hit the streets in Pennsylvania and spread the word. So, pack up your cooler and your no-bullshit-attitude and meet us on the dock! Job Responsibilities: Represent Lake Hour's values and mission in the territory. Maintain and cultivate relationships in the territory - Distributors, key retail buyers, and other brand partners - including sales launch presentations, work withs, and events/samplings at key accounts. Actively drive personal vehicle throughout the market to visit accounts and 5 days per week to obtain and increase business and sell in/execute displays within a designated territory. Minimum 36 hours in trade time (at accounts or events) per week. Logs surveys in VIP KARMA while onsite at the account with photos for every visit. 6 Sampling events every 60 days. Completes standard survey and commitment tracker for all surveyed accounts. Recaps visits weekly to distributors with action to add items or displays. Perform samplings, activations, and attend events. Drive sales volume and distribution in the territory by identifying new opportunities, active selling, and motivating distributor sales teams to prioritize the brand in their portfolio. Visit new and existing retail opportunities on a regular basis - both traditional and non-traditional for our innovative segment, on-and-off premise Other duties, responsibilities, and activities may change or be assigned at any time with or without notice. Desired Experience/ Traits Who you are: Passionate, Honest, Dependable, Attentive. Team-oriented and results driven with a commitment to quality. Must be able to fulfill physical requirements of delivering product and setting up at festivals - safely lift, climb stairs, clean, etc. Must be able to travel around the territory freely and regularly. Independent operator - disciplined and self-driven. Good communicator and team player, ability to build meaningful relationships with new contacts and motivate them to support Lake Hour. Desire to have a positive impact on customers. Must live or be willing to relocate to territory. Available to work nights/weekends with from time-to-time A genuine lover of lake-life and all that goes with it. Bonus points if you play hockey, jetski, fish, or waterski. Skills & Experience: Beverage/restaurant industry experience valued. Strong in market selling skills savvy valued. Clean driving record Job Details: Location: Must reside in Pennsylvania. Salary Range: $40,000 - $60,000/ year. commensurate with experience base salary + opportunities for quarterly & annual performance bonuses. Vehicle: Driving is an essential function of the role. You will drive your personal vehicle throughout the assigned market 5 days a week. Role is eligible to participate in vehicle reimbursement program. We are an equal opportunity employer - we thrive when we champion diversity and inclusion. We are welcoming, respectful, and supportive at work and in our community. Physical Demands: The physical demands described here represent those that must be met by an employee to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to conduct work in a sitting position primarily; however, the job requires walking, bending, stooping, and lifting 25+ lbs. Requires daily travel by car for up to 8+ hours.
    $40k-60k yearly 7d ago
  • Commercial Sales Representative

    Myers Tire Supply 4.1company rating

    Finance Service Representative Job 18 miles from Montgomeryville

    The field-based Commercial Sales Representative position is responsible for growing revenue and gross profit at accounts in an assigned market segment covering commercial segment facilities. This position is fully remote in the Greater Philadelphia, PA area and reports directly to the sales manager. Duties and Responsibilities Lead all sales and account/planning, forecasting, reporting efforts for assigned accounts Understand, assess, and anticipate customers' objectives, strategies, and requirements to identify and pursue sales opportunities Complete pre-call planning activities that allow for effective and efficient sales calls Acquire new customers to maximize growth Manage small accounts by engaging customer service or directing customer to online ordering Focus on strategic selling with mid and large size accounts, and sell programs, systems, and solutions Responsible for escalated customer service issue follow-up, but not the primary contact point for issue resolution Collaborate with Product Managers, Pricing & Inventory Analysts, Customer Service Reps and other Associates to present "product demos" and other training presentations to accomplish complete full solution selling for the customer. Call on existing and potential customers to introduce, demonstrate, sell and service company products. Implement and achieve monthly and yearly sales plan Provide customer training on company product lines Qualify potential customers Maintain expert level of knowledge of company products and competitive product lines Attend trade shows Complete expense reports and other administrative duties as assigned Provide field intelligence on competitive activity, changes in markets, distribution and pricing as well as input on customer preferences and product features Cost-effectively manage time and assets Maintain professional presence and poise Knowledge, Skills and Abilities Professional experience with B2B customers, including customer needs assessment, sales plan development, pipeline development and territory growth Valid driver's license with acceptable motor vehicle report (insurable) and clean driving record Ability to travel frequently throughout territory including overnight travel. Established relationships with end users and distributors preferred Competitive mindset and team oriented Experience with automotive related accounts-Dealership, Fleet, Auto Repair Experience in developing new, innovative markets Requires strong business acumen, teamwork, collaboration, accountability, tenacity and communication skills An expert level of knowledge is required in: Sales, negotiation, and service Commercial Facilities & Processes Communication and interpersonal skills Organizational and technical skills Education and Experience Successful sales history with 2+ years outside sales experience High school diploma, college graduate preferred Disciplined and effective use of CRM Computer proficiency with Microsoft Office products Physical Requirements While performing the duties of this position, the employee is regularly required to sit and stand. The employee regularly is required to walk, climb, or balance. The employee is occasionally required to lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, color vision, peripheral vision, and depth perception. Ability to operate a motor vehicle and travel long distances. Compensation and Benefits Competitive base salary Tiered bonus plan, paid throughout the year Benefits after 30 days, including but not limited to, medical, dental, vision, life. 401k Vacation and Sick Pay Tuition reimbursement
    $71k-88k yearly est. 15d ago
  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Finance Service Representative Job 18 miles from Montgomeryville

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $71k-128k yearly est. Easy Apply 60d+ ago
  • Equity Trader

    Chimerasecurities 3.8company rating

    Finance Service Representative Job 18 miles from Montgomeryville

    Chimera Securities, a CBOE Stock Exchange and SEC Registered broker dealer, is seeking experienced traders to join its existing trading desk in Philadelphia, PA. Capital contributions will be required for experienced traders. Highlights include use of a top of the line trading platform (see our website for details), trading amongst professional traders, and Lightspeed News Service and Breifing.com for all traders. We are looking for full time equity traders whose presence will add to the trading floor while simultaneously benefiting from it. Ongoing mentorship is available. Please email ***************************** with details of your current and prior trading experience and any other information you wish, and we will contact you. Please put 'Philly Experienced Trader' in the subject line. For additional info regarding our company, please see our FAQ on our website: ************************* Thank you. Chimera Securities
    $71k-128k yearly est. Easy Apply 60d+ ago
  • 2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst

    Jpmorgan Chase & Co 4.8company rating

    Finance Service Representative Job 18 miles from Montgomeryville

    JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients. As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for MMBSI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for MMBSI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details.
    $146k-241k yearly est. 5d ago
  • Banking Associate/Moorestown

    TD Bank 4.5company rating

    Finance Service Representative Job 24 miles from Montgomeryville

    Moorestown, New Jersey, United States of America **Hours:** 40 **Pay Details:** $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. **Depth & Scope:** + Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services + Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations + Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer + Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience + Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert + Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking + Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization **Education & Experience:** + High school diploma or GED + 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred + Demonstrated Customer Service skills preferred + Ability to work during operating hours to include evenings, weekends and holidays as scheduled + Teller experience preferred + Required to complete Teller training and part 1 of platform training upon hire + Strong organization skills to handle multiple tasks in a fast-paced environment + Excellent communication skills with ability to be concise, clear and consistent + Demonstrated effective problem-solving skills + Demonstrated ability to schedule and prioritize work + Demonstrated ability to work independently and within deadlines + Sound judgment in decision making and problem solving + Proficient in Microsoft Office + Notary License preferred **Customer Accountabilities:** + Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers + Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral + Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings + Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert + Understands and supports the Bank's customer service strategy + Considers the impact of decisions on the well-being of TD, its customers and stakeholders + Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers + Ensures tasks are performed within established policy and procedures + Successfully completes all required job specific, compliance-related training + Understands, utilizes and follows compliance/risk and control programs + Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans + Is knowledgeable of and complies with TD Code of Conduct **Shareholder Accountabilities:** + Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer + Accurately processes cash/deposit/withdrawal transactions and other account servicing requests + Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address + Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents + Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions + Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR + Follows policy and procedure for Customer Authentication + Acts as Dual Control agent when required + Follows all required open/close procedures **Employee/Team Accountabilities:** + Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of + the team + Be an active participant in personal performance and development activities + Acts as a brand champion both internally and externally + Collaborates with team members in contributing to the success of the team and organization + Partners as a team player + Actively seeks opportunities to improve delivery of work with high attention to quality standards + Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills + Positively embraces change + Adheres and participates in TD's Shared Commitments + Models quality service at every Customer interaction + Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience + May train and act as a mentor to newer colleagues **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Frequent + Standing - Frequent + Walking - Frequent + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Occasional + 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** If you are an applicant with a disability and need accommodations to complete the application process, email the 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 application process. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $22-27.8 hourly 14d ago
  • Sales Representative

    PHL Acquisitions

    Finance Service Representative Job 18 miles from Montgomeryville

    Now Hiring: Sales Representative - Join PHL Acquisitions PHL Acquisitions is a fast-growing leader in customer acquisition and marketing. We connect businesses with their ideal customers, driving growth through innovative sales strategies. As we expand, we're looking for dynamic, people-oriented professionals who thrive in a competitive yet collaborative environment and are eager for upward mobility. Responsibilities: Engage with potential customers, building strong relationships and identifying their needs. Present and promote products/services with confidence and enthusiasm. Close sales and exceed performance targets in a fast-paced setting. Work closely with a team, sharing strategies and best practices for success. Maintain a positive, high-energy approach while adapting to customer interactions. Track sales performance and provide feedback to enhance growth. Qualifications: Outgoing personality with excellent communication skills. Competitive spirit with a passion for achieving and exceeding goals. Ability to adapt, think on your feet, and thrive in a fast-paced environment. Strong interpersonal skills and a team-oriented mindset. Previous experience in sales, marketing, or customer-facing roles (preferred but not required). Why Join Us? Career Growth: Performance-based advancement opportunities. Competitive Compensation: Base salary plus commission potential. Collaborative Work Environment: Supportive and motivated team culture. Comprehensive Training: Tools and development programs to help you succeed. Inclusive Culture: A diverse and welcoming team focused on professional development. How to Apply If you are ambitious, enjoy working with people, and are looking for a career with earning potential and opportunities for growth, we encourage you to apply. Submit your resume and a brief cover letter explaining why you are a great fit for this role. PHL Acquisitions is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive workplace. Take the next step in your sales career-apply today!
    $46k-87k yearly est. 3d ago
  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Finance Service Representative Job 12 miles from Montgomeryville

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $71k-128k yearly est. Easy Apply 60d+ ago
  • 2026 Commercial and Investment Banking Insights Programs - Middle Market Banking & Specialized Industries - Summer Analyst

    Jpmorgan Chase & Co 4.8company rating

    Finance Service Representative Job 18 miles from Montgomeryville

    JobID: 210586019 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $38.46-$38.46; New York,NY $38.46-$38.46; Irvine,CA $38.46-$38.46; Los Angeles,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Chicago,IL $38.46-$38.46; San Francisco,CA $38.46-$38.46; Seattle,WA $38.46-$38.46 The Middle Market Banking & Specialized Industries Insights Programs are designed to attract undergraduates who are eligible for our 2026 Middle Market Banking & Specialized Industries Summer Analyst Program, interested in early exposure to financial services careers, and committed to the advancement of individuals from underrepresented groups in this industry. The Middle Market Banking & Specialized Industries Insights Programs (Advancing Black Pathways, Advancing Hispanics & Latinos, and Winning Women) are seeking undergraduate students, including, without limitation, Black, Hispanic & Latino, and/or Female students, who are interested in exploring career opportunities at JPMorganChase. All undergraduate students who are interested in the Middle Market Banking & Specialized Industries Insights Programs, regardless of background, are welcome to apply. The Middle Market Banking & Specialized Industries Insights Programs virtual conferences will consist of business specific overviews and networking, followed by interviews for the 2026 Middle Market Banking & Specialized Industries Summer Analyst Program. Middle Market Banking & Specialized Industries (MMBSI) Program As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 through June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for MMBSI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for MMBSI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details. Advancing Black Pathways, Advancing Hispanics and Latinos and Winning Women are 3 of many insights programs and recruiting opportunities that we offer at the Firm. Please visit our website to learn about other programs, internships, and general career opportunities that JPMorgan Chase & Co. offers students. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
    $146k-241k yearly est. 6d ago
  • Banking Associate/Moorestown

    TD Bank 4.5company rating

    Finance Service Representative Job 24 miles from Montgomeryville

    Hours: 40 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. Depth & Scope: * Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services * Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations * Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer * Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience * Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert * Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking * Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization Education & Experience: * High school diploma or GED * 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred * Demonstrated Customer Service skills preferred * Ability to work during operating hours to include evenings, weekends and holidays as scheduled * Teller experience preferred * Required to complete Teller training and part 1 of platform training upon hire * Strong organization skills to handle multiple tasks in a fast-paced environment * Excellent communication skills with ability to be concise, clear and consistent * Demonstrated effective problem-solving skills * Demonstrated ability to schedule and prioritize work * Demonstrated ability to work independently and within deadlines * Sound judgment in decision making and problem solving * Proficient in Microsoft Office * Notary License preferred Customer Accountabilities: * Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers * Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral * Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings * Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert * Understands and supports the Bank's customer service strategy * Considers the impact of decisions on the well-being of TD, its customers and stakeholders * Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers * Ensures tasks are performed within established policy and procedures * Successfully completes all required job specific, compliance-related training * Understands, utilizes and follows compliance/risk and control programs * Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans * Is knowledgeable of and complies with TD Code of Conduct Shareholder Accountabilities: * Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer * Accurately processes cash/deposit/withdrawal transactions and other account servicing requests * Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address * Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents * Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions * Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR * Follows policy and procedure for Customer Authentication * Acts as Dual Control agent when required * Follows all required open/close procedures Employee/Team Accountabilities: * Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of * the team * Be an active participant in personal performance and development activities * Acts as a brand champion both internally and externally * Collaborates with team members in contributing to the success of the team and organization * Partners as a team player * Actively seeks opportunities to improve delivery of work with high attention to quality standards * Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills * Positively embraces change * Adheres and participates in TD's Shared Commitments * Models quality service at every Customer interaction * Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience * May train and act as a mentor to newer colleagues Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Frequent * Standing - Frequent * Walking - Frequent * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Occasional * 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 If you are an applicant with a disability and need accommodations to complete the application process, email the 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 application process. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $22-27.8 hourly 14d ago

Learn More About Finance Service Representative Jobs

How much does a Finance Service Representative earn in Montgomeryville, PA?

The average finance service representative in Montgomeryville, PA earns between $22,000 and $73,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average Finance Service Representative Salary In Montgomeryville, PA

$40,000

What are the biggest employers of Finance Service Representatives in Montgomeryville, PA?

The biggest employers of Finance Service Representatives in Montgomeryville, PA are:
  1. The Citadel
  2. Mutual of Omaha
Job type you want
Full Time
Part Time
Internship
Temporary