Finance Service Representative Jobs in Perinton, NY

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  • Fund Services Associate

    Manning & Napier 4.2company rating

    Finance Service Representative Job In Rochester, NY

    This is an operational and client service role at Manning & Napier. As the Fund Services Associate, you will be responsible for supporting all individual shareholders who invest directly with the Manning & Napier Fund, Inc., and you will assist with the ongoing, advanced servicing needs of our Wealth Management, Institutional and Intermediary channels. You will need to develop an understanding of our fund operations and work together with teams across the firm and our service providers to deliver a superior client experience. You will report to the Fund Services Supervisor. Responsibilities Assist with the day-to-day operations of the direct mutual fund business including but not limited to: helping to resolve escalated issues; managing website and statement messaging; and, actively participating in at all regularly scheduled service provider meetings Review and approve all new mutual fund accounts Process Mutual Fund Advisory Agreements Provide reporting to multiple channels and mutual fund shareholders Facilitate the processing of Account Record Forms for suitability maintenance Monitor investment minimums for adherence with prospectus requirements Support mutual fund and collective trust product initiatives that affect the transfer agent Support periodic and ad hoc mutual fund regulatory mailings Train Client Service personnel on mutual fund processes, procedures, resources, and ongoing updates Serve as a resource with regard to firm initiatives and projects as assigned Qualifications Bachelor's degree with an emphasis in Finance, Business, Economics, or similar program FINRA SIE, Series 6, 63 and 26 licensed or will obtain licenses within 12 months of hire 1+ year of investment industry experience preferred Track record of strong academic achievement Interest in the financial services industry Comfort in dealing with numbers/mathematics Perks Health, dental & vision insurance Employer HSA contribution Opt out credit 401k employer match Paid volunteer days Gym reimbursement Free access to a Workplace Financial Advisor Compensation: Expected hourly rate between $25-$28.21 per hour
    $25-28.2 hourly 21d ago
  • Insurance Office Customer Service Rep

    Self-Employed

    Finance Service Representative Job In Penfield, NY

    Looking for qualified individual to work 20-25 hours per week. Must be organized and able to work well with other employees and clients. Need excellent phone skills. Answering phones & making follow up calls to clients. Responding promptly to customer inquiries. Processing payments and helping clients with transactions. Helping Insured's resolve billing issues. Taking accurate information from clients and Insurance company representatives for auto, home and business policies. Troubleshoot client issues and ensure they are resolved to the customers satisfaction. Escalate any unresolved issues to the owners. Using and updating Agency Management System documenting customer interactions and actions taken. Experience in Insurance and/or an Insurance license is preferred but not required. Obtaining a NYS Insurance License can be obtained during employment and employer would help the right candidate with those costs. Salary is dependent on experience.
    $31k-40k yearly est. 6d ago
  • Customer Service Representative

    Malibu Events Promotions

    Finance Service Representative Job In Rochester, NY

    Deliver Excellence: Customer Service Representative Needed! Are you passionate about helping others and providing top-notch customer service? We are seeking a dedicated Customer Service Representative to join our team. In this role, you'll be the voice of our company, assisting customers and ensuring their satisfaction. Responsibilities Respond to customer inquiries via phone, email, or chat promptly Provide accurate information about products, services, and policies Resolve customer issues effectively and efficiently Document customer interactions and maintain detailed records Coordinate with internal teams to address customer needs Participate in team workshops and professional development programs Identify opportunities to enhance the customer experience Qualifications Excellent communication skills, both verbal and written Strong problem-solving abilities and attention to detail Proficiency with customer service software and basic computer skills Ability to work in a fast-paced environment and manage multiple tasks High school diploma or equivalent; additional education is a plus Previous experience in customer service is preferred Benefits Opportunities to work with clients across the US Career growth and advancement within a dynamic company Collaborative team culture focused on customer satisfaction Access to workshops and ongoing professional development Join us in delivering exceptional customer service. Apply today!
    $31k-40k yearly est. 8d ago
  • Sales Representative

    Wilson Daniels Wholesale 3.4company rating

    Finance Service Representative Job In Rochester, NY

    WHO IS WILSON DANIELS WHOLESALE? Wilson Daniels Wholesale is a family-owned distributor in New York, New Jersey and Connecticut, representing the world's preeminent wines since 2015. We offer a portfolio of terroir-focused wines that are singular expressions of each unique region and spotlight our producers' traditions and heritage alongside their distinctive wines. Headquartered in New York City, the company's offices and in-house tasting room boast views of the Empire State Building in Manhattan's historic, architecturally rich Flatiron District. COME WORK WITH US At Wilson Daniels, we're leaders and educators in luxury wine. Working together to set the highest standards for quality, integrity and excellence, our passionate team of professionals is wholly immersed in every aspect of the fine wine world. We value family, heritage, and wines of distinction. Come and join the world-class Wilson Daniels Portfolio! We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit, and business need. ABOUT THE JOB Wilson Daniels Wholesale is seeking a Sales Representative in Rochester/Syracuse. The Sales Representative is accountable for the profitable achievement of sales objectives associated with their assigned market. This position will be result oriented, focusing on sales goals and initiatives, profitability, marketing, and growing brand positions in the marketplace. THE DAY-TO DAY • Sales Representatives are expected to promote brands and increase brand awareness, by increasing brand visibility and conducting staff training/education programs within their accounts. • Develop new business relationships with decision makers while identifying potential customers and developing a business plan to reach them. • Ensure execution of the developed sales strategies, objectives, goals and targeted revenue generation by partnering with key retailers and establishments in the specified market. • Have extensive knowledge of the company's products and knowing in-depth features and benefits of each compared to the competition. • Prepare professional sales presentations for each account call tailored to current supplier programs and the needs of the customer. • Gain knowledge of customer's business operations and coordinating multiple and diverse options for selling the company's products to each. • Assist and participate in trade and consumer events. • Meets annual shipment and performance goals. AM I THE RIGHT FIT? • Possess drive, motivation and acute attention to detail in ensuring all sales opportunities are captured and explored • Established working relationships with key accounts in given territory • Ability to make a smart business decision based on growing sales, profitability and market shares • Proven track record of successful selling • Excellent communication, negotiation, analytical and objection handling skills • Persuasive public speaking and presentation skills and the ability to close deals • Bachelor's degree preferred or equivalent experience • Experience in selling domestic and international fine and luxury wine preferred • Brand building and outside sales experience is preferred. • Computer skills to include Microsoft Office (Excel, Word, PPT a must); experience using Pocket Advantage is preferred. • Ability to work a flexible schedule depending upon the needs of customers. • CSW certification or ability to obtain preferred
    $53k-96k yearly est. 15d ago
  • Future Positions

    Soleo Communications 4.0company rating

    Finance Service Representative Job In Rochester, NY

    We're always looking for motivated candidates to work at Soleo. If you think you've got what it takes, submit your resume here for consideration in future openings
    $100k-173k yearly est. 60d+ ago
  • Part Time Associate Banker Rochester (30 Hours)

    JPMC

    Finance Service Representative Job In Rochester, NY

    We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience
    $72k-146k yearly est. 4d ago
  • Part Time Associate Banker Rochester (30 Hours)

    246761-Legacy West Campus Branch

    Finance Service Representative Job In Rochester, NY

    We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience
    $72k-146k yearly est. 25d ago
  • Customer Service Collections Rep

    Ur Medicine Thompson Health 3.1company rating

    Finance Service Representative Job In Canandaigua, NY

    Schedule: per diem - as needed, day shift Main Function: Responsible for working with patients in person or via telephone to answer questions and secure payment or payment arrangements for self-pay accounts. Provide information regarding the system's payment policy, alternative financing, insurance options, state programs, and financial aid program. Responsible for the monthly review of potential bad debt transfers - reviews and completes transfers per policy and procedure guidelines. Lives the CARES values and promotes the Thompson Way. Qualifications: Associates Degree preferred. 2 to 3 years of previous medical billing or collection experience is required. Familiarity with collection practices. Excellent public/patient relations and communication skills. Skills in using computers, including Excel and Word required. Skills in using web-based patient financial applications/systems. Pay Range: $18.73 - $23.00 Starting Pay: Based on Experience Thompson Health is an EOE encouraging women, minorities, individuals with disabilities and veterans to apply
    $18.7-23 hourly 12d ago
  • Customer Service Representative

    Wesco 4.6company rating

    Finance Service Representative Job In Rochester, NY

    As a Representative - Customer Service, you will respond to customer inquiries by telephone, e-mail and/or walk-ins to provide inquiry or problem resolution. You will resolve mostly routine and some non-routine, more complex problems and communicates solution or requested information to the customer. You will analyze a customer's service needs and refer to other service or technical departments for follow up as needed. Shift: Monday - Friday; 7:30 a.m. - 4:30 p.m. The ideal candidate for this role will have excellent communication skills and a strong customer service background. We are looking for someone who is customer-focused, a self-starter, and highly motivated. A customer-centric attitude and a passion for problem solving are essential. If you think you have the commitment and flexibility for this role, we'd love to hear from you! Responsibilities: * Support customer base by answering questions, concerns, account inquiries as well as handling customer complaints. * Process payments for cash account customers. * Research and resolve customer problems, acting as the customer liaison between other departments when necessary. Qualifications: * High School Degree or Equivalent required * Associates' Degree (U.S.)/College Diploma (Canada) preferred * 2-4 years of relevant experience * Solid interpersonal skills that allow one to work effectively in a diverse working environment * Able to effectively communicate both verbally and in writing * Able to work well under pressure * Strong attention to detail * Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times * Computer literate, including effective working skills of MS Word, Excel, and e-mail Wesco International, Inc., including its subsidiaries and affiliates ("Wesco") provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity and Affirmative Action Employer. Los Angeles Unincorporated County Candidates Only: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
    $28k-36k yearly est. 25d ago
  • Administrative Client Service Representative - Financial Services

    Emerge 4.2company rating

    Finance Service Representative Job In Rochester, NY

    Emerge is actively recruiting for a strong Administrative Client Service Rep for a leading, locally owned financial advisory firm in the Rochester area! Our client is an award-winning Top Workplace to Work firm whose environment provides a variety of challenging opportunities to collaborate with a motivated, experienced teams of financial professionals who work together to exceed our client's expectations every day. This position offers a highly competitive compensation and benefits package with a strong focus on professional growth and development. Responsibilities for the Financial Services Associate Responsibilities include operational and sales support for an established advisor and the Operations Manager. This person will be responsible for assisting with client service, operational duties, and ensuring adherence to compliance and corporate policies. Requirements for the Financial Services Associate This is a client services role. Experience in financial services and license is appreciated but not necessary. Candidate must be mature, experienced in customer/client service, and possess excellent written and verbal communication skills. Must have strong time management skills, strong organizational and prioritization skills, and strong attention to detail. If you are qualified for this position, please click "apply now". Thank you in advance, however, only qualified candidates will be contacted. #CTUSA Who is Emerge? We are a global talent solutions company working with clients all over the world. We deliver managed sales, services, marketing, and business solutions to our clients. We are committed to your success, working quickly and efficiently to provide tangible, measurable results.
    $32k-38k yearly est. 60d+ ago
  • Client Services Representative

    Health System Services Ltd. 4.5company rating

    Finance Service Representative Job In Victor, NY

    Are you E.P.I.C?! At Health System Services, we live by our core values: Empathy, Passion, Integrity, and Commitment-and we want YOU to join our dynamic team! We're hiring Client Services Representatives for three unique departments: Facilities - If you like ensuring patients are comfortable and supported in skilled nursing facilities, this is for you. Retail - If you love helping customers face-to-face, ensuring proper product fits combined with administrative work, you'll thrive here. CPAP Services - If you're passionate about helping clients achieve their best sleep, we need you! Each position plays a vital role in delivering top-notch care and customer service! What You'll Do Provide Excellent Service: Offer exceptional customer care via phone, email, or in-person interactions, addressing inquiries on durable medical equipment and supplies. Educate Clients: Guide individuals on product usage, insurance coverage, and best practices-whether in facilities, a retail storefront, or for CPAP needs. Coordinate and Collaborate: Work with internal teams, healthcare professionals, and insurance providers to ensure timely, compliant, and efficient service. Manage Documentation: Use electronic medical record systems and follow company policies/protocols to maintain accurate, up-to-date records. Ensure Compliance: Adhere to healthcare regulations, maintain product knowledge, and stay informed about new offerings in each department. What You Bring Communication & Empathy: Strong interpersonal skills to connect with clients, answer questions, and resolve concerns effectively. Team-Oriented Mindset: Willingness to collaborate across departments and support shared goals. Adaptability & Drive: Eagerness to learn, grow, and navigate diverse tasks-from assisting walk-in customers to verifying insurance details. Attention to Detail: Comfort with documentation, data entry, and managing multiple priorities in fast-paced environments. Minimum Education: High School Diploma or GED required. (Associate or Bachelor's degree preferred) Benefits Health, Dental, Vision Insurance Short and Long-Term disability options 401K with company contributions PTO, Vacation and Paid Holidays Compensation $18.00 - $24.00 per hour, depending on experience Location Wheatfield, NY (Retail, Facilities, and CPAP) Victor, NY (CPAP)
    $18-24 hourly 4d ago
  • Talent Bank

    Truth Collective

    Finance Service Representative Job In Rochester, NY

    Not seeing an open position you're into? No problem! Apply to our talent bank and you'll be one of the first to know when a position that's more "you" opens up.
    $57k-126k yearly est. 60d+ ago
  • Client Services Representative

    Paylocity 4.3company rating

    Finance Service Representative Job In Rochester, NY

    Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us! Position Overview As the Account Manager, I play a pivotal role in resolving client payroll and HR system challenges while fostering exceptional customer relationships through fundamental technical expertise. By effectively utilizing available resources and prioritizing issues, the Account Manager I deliver outstanding customer service. The role involves meeting performance metrics through a combination of inbound and outbound interactions, including phone conversations, Zoom meetings, and email exchanges. Serving as the primary point of contact within a dedicated client support team, the Account Manager assumes full responsibility for maintaining and enhancing client relationships. Location: Rochester, NY Compensation: Starting at $25/hour Reports To: Client Services Team Lead Schedule: Monday - Friday, In Office, 9:00am - 6:00pm (EST) Primary Responsibilities Responsibilities * Issue Resolution - Maintain consistent availability, manage workloads for optimal accessibility, effectively troubleshoot and resolve client issues, and escalate when necessary. * Client Focus - Champion clients' interests, delivering clear and effective resolutions. Collaborate with internal technical experts to provide optimal solutions. * Timely Solution Delivery - Prioritize successful and punctual solution delivery in line with client requirements and internal service metrics. Metrics include availability, outbound adherence, first call & case resolution, minimal escalations, and high client retention & satisfaction. * Leverage Resources - Appropriately leverage resources to source and validate answers, document issues while adhering to payroll policies, and ensure seamless client support. Embrace feedback and adapt behaviors as needed. * Continued Learning - Dedicated to personal and professional growth, stay current by completing educational courses and assigned training within designated timeframes. Expectations * Dependability/Follow-Up: Proficiently multitask, respond promptly, and ensure timely follow-up. * Problem Solve: Skillfully troubleshoot and resolve issues using knowledge, resources, and qualitative and quantitative information. * Communication: Exhibit professional written and verbal communication consistently with internal and external stakeholders. * Guidance - Provide clients with guidance on HR and Payroll best practices, software change management, and alignment with Paylocity products. Education and Experience * Bachelor's degree required, or a high school diploma/equivalent or associate degree with a minimum of five years of experience in HCM * Experience in customer service or previous client interfacing role strongly preferred * Experience in payroll a plus * Preferred certifications (CPP, FPC, APA, and/or SHRM-CP certified) * Strong written communication skills for business correspondence * Self-starter with the ability to handle multiple projects at once * Proficiency in Microsoft Office suite Paylocity is an equal opportunity employer. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact ***************************. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The pay range for this position is $19 - $27 /hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via **************************
    $19-27 hourly 30d ago
  • Customer Service Rep

    The Lyons National Bank 4.2company rating

    Finance Service Representative Job In Farmington, NY

    Customer Service Representative The Lyons National Bank has a Full Time opening for a Customer Service Representative in our Farmington Branch. The Customer Service Representative is responsible for performing a variety of duties to support the customer service and sales function of a branch office; responding to inquiries or requests for information. Completes the documentation and performs point-of-sale processing on all types of new accounts, e.g., loans, deposits, etc. This position will also provide direct service to customers of the bank with respect to deposit products, consumer loans, and services; or referrals for Insurance Investments and Non-Traditional Bank Products. Qualified candidates will possess a high school diploma or equivalent along with a minimum of three (3) years' related experience preferred. The pay range for this position is $19.00 to $26.00 per hour, depending on experience and qualifications. (Range may be adjusted for applicants with significant experience.) The Lyons National Bank is an Equal Opportunity Employer, and as such affirms the right of every person to participate in all aspects of employment without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. If you are interested in applying for employment and need special assistance or an accommodation to apply for a posted position, contact our Human Resources department via phone at 315 - 325 - 4543 or email at **********************.
    $19-26 hourly 20d ago
  • Part Time (20 Hours) Associate Banker - Victor - Victor, NY

    Jpmorgan Chase & Co 4.8company rating

    Finance Service Representative Job In Victor, NY

    JobID: 210609636 JobSchedule: Part time JobShift: Base Pay/Salary: Victor,NY $20.00-$23.17 We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities * Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings * Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements * Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want * Assists clients and the branch team by helping with new account openings when needed * Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills * 6+ months of customer service experience * High school diploma or GED equivalent Preferred qualifications, capabilities, and skills * Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures * Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills * Strong desire and ability to influence, educate, and connect customers to technology * Cash handling experience
    $30k-71k yearly est. 4d ago
  • Customer Service Representative

    XPO Inc. 4.4company rating

    Finance Service Representative Job In Rochester, NY

    What you'll need to succeed as a Customer Service Representative at XPO Minimum qualifications: * 2 years of customer service experience * Strong computer, typing and 10-key skills * Experience with Microsoft Office * Available to work a variety of shifts, including days, evenings, nights and weekends Preferred qualifications: * Transportation experience * Excellent verbal and written communication skills About the Customer Service Representative job Pay, benefits and more: * Expected pay range: $21.16 to $24.32 per hour. Pay is on an annual step progression. Actual compensation may vary due to factors such as experience and skill set. * Full health insurance benefits on day one * Life and disability insurance * Earn up to 13 days PTO your first year * 9 paid company holidays * 401(k) option with company match * Education assistance What you'll do on a typical day: * Bill shipments according to applicable tariffs and pricing agreements * Recognize and resolve documentation errors * Assist customers with inquiries, including tracing shipments, rate quotes, tariff discrepancies and billing and invoicing questions * Perform general clerical duties as assigned, including answering and directing phone calls, filing, data entry and billing * Process over, short and damaged freight and related documentation for customer resolution Customer Service Representatives are required to: * Walk and/or stand for extended periods on a loading dock that is not climate-controlled and may be slippery About XPO XPO is a top ten global provider of transportation services, with a highly integrated network of people, technology and physical assets. At XPO, we look for employees who like a challenge and can communicate effectively in all situations. We want to leverage your skills and years of experience to drive positive results while ensuring a bright future for yourself and XPO. If you're looking for a growth opportunity, join us at XPO. We are proud to be an Equal Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, sex, disability, veteran or other protected status. All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test. The above statements are not an exhaustive list of all required responsibilities, duties and skills for this job classification. Review XPO's candidate privacy statement here. Nearest Major Market: Rochester Job Segment: Customer Service Representative, Data Entry, Clerical, Customer Service, Administrative Apply now "
    $21.2-24.3 hourly 4d ago
  • Customer Service Rep/Admin

    Fastsigns 4.1company rating

    Finance Service Representative Job In Henrietta, NY

    div class="job-description-container" div class="trix-content" div Do your friends and co-workers refer to you as a people person? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? Do you have good organizational skills and computer savvy? If so we are looking for employees just like you in the ever-changing Sign Industry. /divdiv /divdiv As a FASTSIGNS Customer Service Representative/Admin, you will be the initial contact with current customers as well as prospective customers. You will work with customers in numerous ways such as email, telephone, in-person in our FASTSIGNS Center. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. /divdiv /divdiv Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will also receive some hands-on experience to familiarize yourself with the materials needed and the production process. You would also assist in the materials management process, which may include ordering of materials as requested, keep the Point of Sale System material costs up to date and exploring cost saving options for materials available in the industry. You will be involved in team meetings and be intimately involved in the success of the FASTSIGNS Center. br/br/The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. /divdiv /divdiv FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. /divdiv /divdiv We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person?/divdiv /divdiv /div /div br/br/br/ div class="account_description" div style="text-align: center;"At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. br/br//div div style="text-align: center;"Are you ready to plan for your future? Discover your next career. Make your statement.br/br//div div style="text-align: center;"Learn more by exploring the positions offered by FASTSIGNS centers./div /div br/ div class="disclaimer-v2" p style="font-size:8pt;"em This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate. /em/p /div /div
    $32k-37k yearly est. 60d+ ago
  • Customer Service Representative

    Monstera Talent

    Finance Service Representative Job In Rochester, NY

    div class="jp-text" div p style="text-align:justify;"span style="background-color:transparent;color:#000000;"strong Job Title:/strong Customer Service Representative /span/pp style="text-align:justify;"span style="background-color:transparent;color:#000000;"strong Location:/strong Rochester, NY ( On-Site)/spanbr/span style="background-color:transparent;color:#000000;"strong Compensation:/strong $800 - $1000 per week, plus commission/span/pp style="text-align:justify;" /pp style="text-align:justify;"span style="background-color:transparent;color:#000000;"strong About the Role/strong/spanbr/span style="background-color:transparent;color:#000000;"Our client, a leader in the B2B sector, is seeking an enthusiastic and driven Customer Service Representative to join their team in Rochester, NY. This role combines customer service and sales, offering an exciting opportunity to grow professionally while contributing to the company's success./span/pp style="text-align:justify;" /pp style="text-align:justify;"span style="background-color:transparent;color:#000000;"strong Key Responsibilities:/strong/span/pullispan style="background-color:transparent;color:#000000;"strong Customer Engagement:/strong Build strong relationships with business clients by understanding their needs and providing tailored solutions./span/lilispan style="background-color:transparent;color:#000000;"strong Sales Support:/strong Present products and services, generate leads, and close sales to meet or exceed targets./span/lilispan style="background-color:transparent;color:#000000;"strong Pipeline Management:/strong Track and manage client interactions and follow up to ensure satisfaction and loyalty./span/lilispan style="background-color:transparent;color:#000000;"strong Collaboration:/strong Work with the sales team to develop strategies and achieve company goals./span/lilispan style="background-color:transparent;color:#000000;"strong Problem Solving:/strong Address client inquiries and resolve issues promptly and professionally./span/li/ulp style="text-align:justify;"span style="background-color:transparent;color:#000000;"strong What We Offer:/strong/span/pullispan style="background-color:transparent;color:#000000;"strong Weekly Pay:/strong Competitive base salary of $800 - $1000, plus commission for performance./span/lilispan style="background-color:transparent;color:#000000;"strong Training Provided:/strong Comprehensive training to equip you with the skills needed to excel in B2B sales and customer service./span/lilispan style="background-color:transparent;color:#000000;"strong Career Growth:/strong Opportunities for advancement within a supportive, dynamic team environment./span/lilispan style="background-color:transparent;color:#000000;"strong Bonuses and Incentives:/strong Recognition for outstanding performance through additional rewards./span/li/ulp style="text-align:justify;"span style="background-color:transparent;color:#000000;"strong Who We're Looking For:/strong/span/pullispan style="background-color:transparent;color:#000000;"strong Strong Communicators:/strong Excellent verbal and written communication skills./span/lilispan style="background-color:transparent;color:#000000;"strong Sales Enthusiasts:/strong A proactive mindset with the ability to achieve sales goals and deadlines./span/lilispan style="background-color:transparent;color:#000000;"strong Team Players:/strong A collaborative spirit to work effectively with colleagues and clients./span/lilispan style="background-color:transparent;color:#000000;"strong Adaptable Learners:/strong Quick to learn and apply new skills in a fast-paced environment./span/lilispan style="background-color:transparent;color:#000000;"strong Experience a Plus:/strong While previous experience in customer service or sales is beneficial, it is not required as full training is provided./span/li/ulp style="text-align:justify;"span style="background-color:transparent;color:#000000;"strong How to Apply/strong/spanbr/span style="background-color:transparent;color:#000000;"If you're ready to join a dynamic team and start a rewarding career in customer service and sales, we want to hear from you! Apply today and take the next step toward success in the B2B sector./span/pp style="text-align:justify;" /pp style="text-align:justify;"span style="background-color:transparent;color:#000000;"strong Your journey starts here!/strong/span/ppbr/ /p /div /div
    $800-1k weekly 60d+ ago
  • Customer Service Representative

    Martinizing Cleaners

    Finance Service Representative Job In Fairport, NY

    Martinizing Dry Cleaning is looking for energetic, outgoing Customer Service Reps! Martinizing Dry Cleaning, a nationally leading company in the dry cleaning industry, is growing its operations and hiring more staff. We are locally owned and operated and are seeking motivated employees who can provide customer service at the front counter and assemble and bag orders in the back. We are looking for candidates that have a positive and friendly attitude and provide exceptional service to our customers. Job Responsibilities - Front: Provide warm, engaging interaction with customers Provide clear descriptions of Martinizing services and processes to customers Check in customer orders; inspect, sort, & tag for cleaning Solve customer problems as needed Communicate problems, record issues, keep accurate records Process customer payments and discounts Perform standard opening and closing duties Keep store clean and tidy Job Responsibilities - Back: Inspect finished garments per Martinizing quality control requirements Assemble finished garments Bag completed orders Scan completed bagged orders to the conveyor
    $31k-40k yearly est. 60d+ ago
  • Customer Service Representative

    Imperial Dade

    Finance Service Representative Job In Rochester, NY

    Imperial Dade, a leading North American distributor, has a Customer Service Representative role available in Rochester, NY! Join a strong and continuously evolving team that helps our business grow. If you're looking for your next opportunity, Imperial Dade is a great place to take that next step. The Customer Service Representative will interact with customers, process orders, and provide information in response to customers' inquiries, concerns, and requests about our products and services. The schedule for this position is Monday through Friday from 8:00 am until 5:00 pm. The pay rate for this position is $22 Imperial Dade is the leading independently owned and operated distributor of foodservice packaging and janitorial supplies in North America. As a provider of customized supply chain solutions, we serve customers in many business-to-business market segments including restaurants, grocery stores, healthcare, sports and entertainment, and cruise lines. Founded in 1935 and headquartered in New Jersey, Imperial Dade serves as a mission-critical partner to more than 120,000 customers through our footprint of 130+ branches. **All correspondence will come directly from Imperial Dade and not a personal email address.** Responsibilities You will: Answer customers' calls in a prompt, friendly, and professional manner. Interface with customers by telephone, electronically, or face-to-face Assist in increasing sales and profitability for each account by suggesting new and complementary products and by participating in sales promotions. Optimize fill rates by providing substitutions for out-of-stock or discontinued items When necessary, escalate customer information, problems/needs, and requests to the customer service manager. Qualifications You have: High school diploma, GED, or equivalent 2 years of customer service experience Proficiency in MS Office and familiarity with using other software 2 years of data entry experience Excellent communication skills An outgoing personality, eager attitude to help others We offer a dynamic environment for our more than 7,500 employees to work, learn, and grow professionally. We value our people and strive to create rewarding career opportunities by offering competitive salaries and benefits (medical, dental, vision), a 401(k) program with company match, a shared ownership program, life insurance, a generous paid time off package, educational reimbursement, paid family leave, and adoption assistance. We are excited to invite talented individuals with a passion for excellence to join our team. Imperial Dade is an EEO Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, status as a parent, national origin, age, disability (physical or mental), family medical history, or genetic information, political affiliation, military service, or other non-merit-based factors.
    $22 hourly 6d ago

Learn More About Finance Service Representative Jobs

How much does a Finance Service Representative earn in Perinton, NY?

The average finance service representative in Perinton, NY earns between $34,000 and $106,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average Finance Service Representative Salary In Perinton, NY

$60,000
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