Finance Service Representative Jobs in Ramapo, NY

Job Title: Customer Service Representative Type of Employment: Permanent In Office/Hybrid/Remote: In office Salary: $31/hr LHH is working with a manufacturing company in Sparta, NJ to hire a permanent Customer Service Representative. The qualified candidate should have at least 2 - 3 corporate customer service and must come with hands on ERP experience. The hours are Monday through Friday from 8:00AM to 5PM with a 1-hour lunch, 100% in office. If this role is a fit to your background, please submit an updated resume for review. Responsibilities: Offer precise product details, pricing, quotes, modifications, availability, and delivery schedules. Handle orders, quotes, returns, and exchanges with accuracy and efficiency. Promptly address customer inquiries through phone, email, and chat with professionalism and empathy. Address and resolve customer complaints and concerns promptly and courteously, aiming to exceed expectations. Generate the open order report daily and inform customers and sales representatives of any potential delays or issues with orders. Manage the customer database and update records in the ERP system with sales interactions, transactions, resale certificates, W-9 forms, and other necessary documents. Consistently maintain relationships with internal and external customers Required Experience: High School Diploma, Bachelor's Degree a plus At least 2 - 3 years of related experience Must be proficient in Microsoft Office Suite Experience using an ERP Excellent written and verbal communication skills Organized and detail oriented with accurate data entry skills

Who are we? Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated “A Excellent” by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded in 1930, we use our experience-plus technology-to give busy people and businesses easy, affordable and digital access to a growing portfolio of bond and insurance products. We have an ambitious vision for impact and growth-and invite a diversity of motivated achievers to come, learn, work, create, grow-and succeed-with Colonial. Position Overview We are seeking a high-energy, customer-focused Customer Service Representative (CSR) for our ERISA Fidelity Department. This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in sales. You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. Prior experience in Customer Service is a must-as well as a strong work ethic, excellent communication skills, and a drive to succeed! Key Responsibilities Customer Service & Sales Support: Engage with clients via phone and email, providing top-notch service and assistance. Educate potential customers on ERISA Fidelity products and services, helping them navigate their options. Proactively follow up on leads and in-progress applications to drive sales conversions. Maintain accurate customer records and interactions in the CRM system. Collaborate with internal teams to streamline processes and improve customer experience. Administrative Responsibilities: Process and track applications, renewals, and policy updates. Ensure accurate data entry and maintain organized client records. Assist in preparing reports, documentation, and client communications. Support the team with invoicing, follow-ups, and other administrative tasks. Qualifications & Skills Experience: 1-3 years in customer service, sales support, or administrative roles. Prior experience working in a CRM system is highly preferred. Skills & Competencies: Strong verbal and written communication skills - comfortable with a high-volume phone role. Driven, self-motivated, and eager to grow in a sales-oriented environment. Detail-oriented with strong organizational and problem-solving skills. Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Ability to multi-task, prioritize, and meet deadlines efficiently. Education & Certifications: BA Degree in Business in related field. Why Join Us? 📞 Heavy phone presence & sales growth opportunities 💼 $45,000 base salary 🏆 Career advancement in a fast-growing company 📈 Monday-Friday, 8:30 AM - 5:30 PM schedule with a 1-hour lunch 🌟 Supportive team environment & professional development If you're hungry for success, love being on the phone, and want to grow in sales, we'd love to hear from you!

Associate - Corporate Restructuring Financial Advisory ***CPA LICENSE REQUIRED*** (100%) CPA license REQUIRED Compensation: $120,000 to $140,000 base salary (commensurate with experience) plus competitive bonus potential and benefits ASSOCIATE, CORPORATE RESTRUCTURING ADVISORY (onsite in Greenwich, CT): CPA (Certified Public Accountant) license REQUIRED ; 3+ year exp. (i.e. restructuring / distressed financial advisory, investment banking, management consulting, leveraged finance, mergers & acquisitions, valuation private equity, Big 4 accounting / advisory or similar); strong academic record from a leading undergraduate / graduate program; advanced Excel; superior financial modeling skills (i.e. LBO, DCF); self-motivated and able to work under pressure to meet deadlines. $120,000 to $140,000 commensurate with experience + bonus + comprehensive benefits. Summary: The Firm is currently hiring Associates for the Greenwich, CT office. In this role, you will participate in all aspects of the firm's engagements, including assisting with bankruptcy related financial and legal analysis, litigation, developing complex financial models, providing valuations, evaluating strategic alternatives and quantifying damages. You will work closely with all team members on a variety of engagements representing clients such as debtors, CROs, chapter 7, 11 and liquidating/litigation trustees, creditors, creditors' committees and plan administrators in cases spanning a range of industries. Responsibilities of Associate, Corporate Restructuring: Technical Skills: must successfully complete modeling or other technical skills testing prescribed by the Company Analytics: evaluation of first-day motions, 13-week cash flow analyses, liquidity forecasting, constructing recovery waterfalls, lender update presentations, vendor analyses, SOALs / SOFA/s / MORs, KEIP & KERP analyses, liquidation, wind-down and claims analyses and three statement models Financial Modeling: creating detailed 3-statement financial models, ad hoc analytics and company valuations Client Focus: assisting with the preparation of pitch books and providing thoughtful research and analysis for potential clients Communication: working directly with senior personnel at Province and our clients to develop comprehensive solutions to complex financial challenges across multiple industries Ability to recognize underlying issues and condense large amounts of financial and legal information into logical, thoughtful and concise solutions and/or presentations Qualifications for Associate, Corporate Restructuring: CPA license REQUIRED Education: strong academic record from a leading undergraduate / graduate program Experience in restructuring / corporate restructuring / restructuring advisory work will be viewed favorably Experience including investment banking, private equity, finance, financial consulting, or relevant corporate positions with a financial or accounting focus will be considered favorable. Advanced Excel & PowerPoint capabilities; Financial Modeling skills ideal Proficient with financial/data analytics Familiarity with the US Bankruptcy code is a plus Highly detail-oriented with strong organizational skills Action-oriented ***PLEASE NOTE: Candidates applying for these positions must possess CPA license and advanced Excel & PowerPoint skills ****

Schenck, Price, Smith & King, LLP is seeking an associate for our Banking Department. The ideal candidate will have: 5+ years of bona fide experience in representing financial institutions in lending Commercial transaction and leasing experience a plus Excellent written and analytical skills Strong academic credentials Strong interpersonal skills Juris Doctor (JD) from an accredited law school New Jersey Bar Admission required New York Bar Admission helpful Interested candidates should submit a copy of their resume with cover letter and writing sample.

Financial Advisor - North Jersey Do you have a passion for making a difference in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe you have been thinking about switching career paths and moving into sales? A career with our firm provides money, mission, mobility, and a culture that fosters teamwork and collaboration. Whether you have some sales experience or are new to sales, our firm is here to set you up for success with best-in-class training. We are seeking individuals who are results-focused, with an entrepreneurial spirit, and exceptional work ethic to prospect, conduct face-to-face/virtual meetings, and build a clientele. Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Determine your client's current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan with appropriate solutions. Manage your client's financial plans to help them achieve their goals, and grow relationships to support them through every stage of life. Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans that helps you have a bigger impact on your clients and community. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. You could be right for this opportunity if you have: Strong work ethic & motivated Sales and business development skills Entrepreneurial ambitions Strong leadership and communication skills History of success in relationship-building or client-facing roles Desire for ongoing learning Knowledge of financial products and services Legal authorization to work in the US without sponsorship The ideal candidate for this position will want to be rewarded for their work. They will be motivated to guide their clients toward financial success. Background in the financial services industry is encouraged but is not required. Our training and development team is passionate about working with coachable individuals. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner designation support Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Top 5 US Independent Broker-Dealers Unsurpassed financial strength with total company assets of $366 billion Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company (June 2024) Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner

alts | Alteration Specialists of New York is looking for a Front Desk Operations Professional We are looking for a dynamic professional Front Desk Operations team member, distinguished by their charisma, commitment, and professional integrity. This role will include responding to phone calls and emails, office management and administration, as well as internal/external communication, and creative problem solving. This is a customer facing position, full-time or part-time role in New York City, Brooklyn, NY, Hoboken, NJ & Greenwich, CT, with competitive pay, full benefits, and opportunities for future growth. Compensation FDO earns $18 an hour when you are accompanied by a Studio Experience Coordinator or other FDO. If you are working a shop on your own then you will be paid $20 an hour for that specific shift. $18 an hour is the base compensation for any and all FDO roles. Responsibilities Front Desk - Office Management Maintain a professional, warm, welcoming office environment Greet all clients, manage check-ins, pickups and payment Answer all inbound calls to the Alteration Specialists Studio Manage all client bookings and appointments Process new transactions and ensure internal reporting is correct Responsible for ordering, tracking and managing office inventory, supplies and purchases Ensure all outsourced garments are appropriately tagged, distributed and delivered Manage the flow of fitting room processes and appointments Customer Service Quick, warm, and on-brand customer communication across emails, calls and in-person Thoughtful and authentic recommendations to customers through a deep understanding of their need Thoughtful interaction with each customer Collect, organize, and track consumer feedback, day to day issues and other relevant information and communicate this to the team Contribute ideas to company policies to create an even better customer experience Operations Ensure that all QC checkpoints that live with front operations are consistently met for each garment entering or leaving your studio Ensure all tickets are properly created, and processed throughout the garment's life cycle with Alteration Specialists Properly record and document all RFA's, refunds and other failures of process, and brainstorm written solutions to achieve a higher operational efficiency Attributes You are warm, compassionate, and empathic. You have a calming demeanor and a way of building trusting, caring relationships with ease. You are a skilled communicator. You're both a great listener and an effective speaker and writer. You treat sensitive information with respect and discretion. You are mission driven. You are motivated to help change the fashion industry, and move towards a more sustainable future and serve as an excellent ambassador for a cause you believe in. You are systematic. You derive pleasure from being highly organized, creating order, and checking things off your list. You are detail-oriented. You take pride in a beautifully executed workflow and typos in your emails make you cringe. You are thoughtful. You can anticipate the needs of your tailoring team and clients, and feel committed to proactively creating a supportive environment for all. You are able to recognize how your individual role feeds into the larger organization's objectives. You have great professional integrity. You take ownership over your work, ask for help when you need it, and are committed to your own growth and development. Experience Experience in customer service related roles preferred Prior responsibilities in the fashion industry, and communications management desired. Experience or deep interest in fashion and sustainability desired, with a working knowledge of garment construction desired. *This is an entry-level role.* Why the Role is Compelling As the Front Desk Operations - Customer Service Representative for an alts | Alteration Specialists team, you would play an integral role in creating a welcoming and professional environment that has a profound impact on some of the most important events and days in a client's life. You would establish rewarding relationships with the studio's clientele and partner community, and serve as the first point of contact for people who might benefit from our services. You would have the opportunity to develop your career in an expanding industry. You would feel the support of a tight-knit tailoring and operations team, and the excitement of being part of a growing, multi-studio operation disrupting the fashion industry with many opportunities to grow as quickly in your career as the brand is growing. alts | Alteration Specialists is committed to working with and fairly rewarding the best talent in the industry. We believe in treating people right - through fair compensation and benefits, thoughtful management and specific attention to growth and development of our staff.

Bilingual Customer Service Representative (Part-time, Spanish-English) 📅 Schedule: Monday, Tuesday, Friday, and Saturday | 12:00 PM - 8:30 AM Responsibilities: Handle a high volume of client inquiries in both English and Spanish Research and resolve customer issues efficiently Provide accurate, valid, and complete information to customers Multitask effectively while maintaining excellent service Handle customer complaints, provide appropriate solutions, and follow up to ensure resolution Assist with client reporting as needed Required Skills: Bilingual: Fluent in English and Spanish (both verbal and written) Proven experience in customer support or as a customer service representative Strong contact handling skills and active listening Proficiency in Microsoft Outlook, Word, and Excel Excellent communication and problem-solving skills Ability to adapt to different personality types and customer needs Strong multitasking, prioritization, and time management skills Compensation: Pay: $16.00 - $19.00 per hour Flexible schedule On-the-job training provided Location: Newark, NJ 07102 (In-person) Must be able to reliably commute or plan to relocate before starting work

The ideal candidate loves talking to people and proactively solving issues. You will be responsible for assisting customers with all issues with their online sports betting and iCasino accounts: Applicants must be available to work any 8 hour shift between the hours of 10am -12am any day of the week. Agents are required to work in office 3 days per week. Responsibilities Communicate with customers via phone, email and live chat Provide knowledgeable answers to questions about product, pricing and availability Work with internal departments to meet customer's needs Data entry in various platforms Qualifications At least 1 - 3 years' of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work Sports interest and knowledge

This is an opportunity to move into a real strategic finance position, with a clear path of progression within the business. You will have the capacity and authority to work with and enable a remarkably broad Group of businesses through various situations, events and growth plans. The business is a multi-faceted investment group with operations and owned subsidiaries across the globe but with a concentration of assets in North America, and headquarters in Stamford, CT. They have grown a tremendous amount over the past 5 years by AUM and footprint, and lead a portfolio of subsidiaries and businesses across Industrials, Oil & Gas, Healthcare, Engineering, Manufacturing, and Tech. This position will work at many different levels within the strategic finance function. From Business Partnering with CEOs/CFOs around the portfolio, bringing insights and analytics to the business in order to make decisions and build strategy. This role is based in a Stamford, CT office, 5 days per week. Requirements: 3+ years of progressive ibanking/FP&A/Finance/Portfolio Ops experience Ability to build 3 statement models for a range of business types and industries Exposure to analysis of strategy and business partnering with non-finance Hoxton Circle is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

A leading alternative asset manager with a diverse portfolio and a dynamic, inclusive culture that fosters an environment of continuous growth and collaboration is looking for an RFP Specialist to join their team. Role: The RFP team plays a vital role within our Reporting function, supporting sales, client services, and ongoing due diligence efforts. This position is primarily responsible for collaborating with the Business Development and Product teams while coordinating with subject matter experts across the organization to craft comprehensive responses to RFP and DDQ requests for both prospective and existing clients. Office Policy: Hybrid - 3 days in-office, 2 days remote. The ideal candidate will have 3-5 years of RFP/DDQ experience within the financial services industry. Responsibilities: Ensure the accuracy of RFP and DDQ content by collaborating with stakeholder teams across the firm. Manage and track all active RFPs and DDQs, escalating to senior management if deadlines are at risk. Address and complete all RFP and DDQ requests proactively, ensuring thorough documentation. Maintain and update high-quality content for RFPs, DDQs, and other business needs by coordinating with various teams. Leverage AI tools to implement strategic process improvements. Job ID #43876

Job Description: Sales Representative Salary: Base pay plus commission About Us: We specialize in high-end liquid roofing solutions. We pride ourselves on quality, customer satisfaction, and innovative roofing technologies. Join our dedicated team and help us expand our reach in key markets! Position Overview: We are seeking motivated and experienced Sales Representatives with a background in the high-end liquid roofing industry and Building enveloping, to drive sales and foster relationships in the roofing industry. This position involves both in-house sales and travel to southern states during colder months to generate new business opportunities. Key Responsibilities: Develop and maintain relationships with clients, contractors, and other stakeholders. Identify and pursue new business opportunities in designated regions. Provide expert advice on high-end liquid roofing products and solutions. Conduct presentations and demonstrations for potential clients. Meet and exceed sales targets and performance metrics. Travel to southern states during slow months to drum up new business. Collaborate with the marketing team to develop sales strategies and materials. Stay updated on industry trends and competitor products. Qualifications: Proven experience in sales, preferably in the roofing or construction industry. High-end liquid roofing experience is a must. Strong interpersonal and communication skills. Self-motivated with a results-driven attitude. Ability to travel as required. Valid driver's license and reliable transportation. Benefits: Competitive base pay plus commission. Medical, dental, and vision insurance options. Opportunities for professional development and growth.

TERRITORY: Northern New Jersey WHAT YOU WILL BE DOING selling cardiology devices a conceptual sale, not just a transactional sale, a more consultative and strategic sales approach selling to hospitals and clinics WHAT IS IN IT FOR YOU: $180k at plan ($90k base with another $90k on top at plan). Average reps are making $250k and top reps are making closer to $400k Commissions are guaranteed at 100% for the first 9 months SMALL territory This is not an OR sale so a much more manageable lifestyle phenomenal company culture full elite benefits package company has hired many elite surgical/procedural device reps who desire to transition out of being held up by the frustrations of the OR but want to still sell a high-level medical device where the DR is the decision maker, making a difference in patient care and diagnosis WHAT EXPERIENCE WE ARE LOOKING FOR minimum of 3 years experience in medical sales ideal candidate will have experience in cardiology, experience with a complex sales cycle with multiple decision-makers company has created a collaborative people-focused culture so must be able to get along well with others, not just be a lone wolf. Disruptive technology experience is helpful Would like to see accomplishments and a track record of success. We are looking for professionals who are hard-working Beneficial if you have experience changing a pattern of behavior, not just selling a transactional, commodity product. WHAT WE REQUEST PLEASE have a city and state for your location on your resume

About the role: TQL is seeking motivated, high performing individuals to apply for our Fast Track Sales Development Program. We will pay to relocate you to Cincinnati, Ohio to train with some of the top brokers in the company. Once you've completed training and built a solid book of business, TQL will pay to relocate you again to any of our 60+ offices nationwide. Our best in-class paid training and mentorship program will teach you everything you need to know about sales, logistics and supply chain management. Top applicants will thrive in a fast-paced environment, have a strong work ethic and a drive to succeed. This is a great opportunity to build a successful career with an industry leader that offers an unmatched company culture, comprehensive benefits and significant opportunities for advancement. POSITION IS LOCATED IN CINCINNATI - PAID RELOCATION PROVIDED What's in it for you: $40,000 base salary with uncapped commission opportunity $2,500 sign-on bonus $7,500 housing stipend paid in bi-weekly increments for the first 12 months Relocation assistance package Health, dental and vision coverage 401(k) with company match Outstanding career growth potential with a structured leadership track Fortune 100 Best Companies to Work For (2023) and Forbes America's Best Large Employers (2022) What you'll do: Spend 26 weeks partnered with a successful freight broker Make calls and establish relationships to build your book of business Close new and existing customers Negotiate prices with customers and carriers Manage daily shipments and resolve issues to ensure timely pickup and delivery Provide proactive and honest communication, internally and externally What you need: Availability to work full-time, 100% in-office Entrepreneurial mindset and determination to outperform your peers Strong negotiation skills with the professionalism to handle conflict A passion for exceptional customer service College degree preferred Military veterans encouraged to apply

Financial Service Representative - Montgomery Montgomery, NY - Retail Banking Join a Purpose-Driven Team at Heritage Financial Credit Union, where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. POSITION DESCRIPTION Position Title: Financial Service Representative Department: Retail Banking Classification: Non-Exempt Salary Range: $20.78-$24.43 an hour depending on experience, plus incentives REPORTING RELATIONSHIPS Position reports to: Branch Manager Positions Supervised: None POSITION PURPOSE Responsible for promoting financial well-being so people may reach their fullest potential in life by promoting our credit union's products and services to new and existing members. Our FSRs are to use all available tools and training to help our members accomplishes their goals and, in the process, find cross-sell opportunities that will benefit the member. In addition, our FSRs are to counsel members on credit score enhancement to assist them in building, enhancing and maintaining a strong financial future. ESSENTIAL FUNCTIONS AND BASIC DUTIES Maintain knowledge of all credit union products and services; Cross-sell credit union products and services that meet member needs; deposit products, IRA's, consumer and real estate, electronic services, insurance, investment services, etc. Maintain or surpass sales performance standards to enhance the member experience Must meet or exceed sales goals. Consistently exhibit and enhance the sales and service skills that the credit union has adopted for all member service contact, sales and service culture Assist members in completing the following transactions as needed: deposits, withdrawals, loan payments, transfers, check cashing, money orders, placing check holds, assuring proper identification & endorsements, balance and maintain cash drawer, etc. Assist Branch Manager as necessary in balancing and maintaining ATMs and vault, training new employees, opening/closing procedures, etc. Run and analyze credit reports and counsel member on improving score, if applicable, and recommend products and services to assist member in building/maintaining a strong financial future. Perform member service responsibilities; answering questions and requests, researching and resolving member issues to completion, etc. Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures. Adhere to and help enforce all security procedures as well as departmental policies and procedures. Assist in training and developing new and current employees. Perform file maintenance and account changes, as needed. Complete required reports and maintains records accurately and promptly. Consistently recommend changes, workflow, efficiencies and quality. Keep Supervisors/Managers informed of area activity and of any significant problems or concerns Actively attend and participate at meetings, as required. Support all internal sales contests and product promotions. Always be a positive role model and advocate for the credit union. Work overtime if requested by management. Assist branch management with any other duties, as assigned. Requirements EDUCATION/CERTIFICATION: 2-year college degree preferred plus three to five years' experience in sales and/or financial counseling; or a comparable combination of education and experience. REQUIRED KNOWLEDGE: This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. EXPERIENCE REQUIRED: Experience using P.C. based software including Microsoft Office. SKILLS/ABILITIES: Ability to project a professional appearance and positive attitude at all times. Excellent customer service and communication skills. Excellent communication and listening skills. The ability to prioritize and manage multifunctional tasks. Bilingual a plus. Equal Opportunity Statement Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.

Industrial Sales Representative Konecranes Konecranes is looking for an Industrial Service Sales Representative for the Northern New Jersey 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

Tingue, Brown & Co. is looking for a Sales Representative to handle the area of New Jersey, NY City, Long Island, and Philadelphia. This is a very unique sales positions - and it will not interest everyone. Not only do you need to be a top-notch salesperson who can interact with company owners and plant managers, but this role also has a “service technician” aspect. This means occasionally working at odd hours, getting your hands greasy, and working up a nice sweat as you install our product on a large commercial ironer. In exchange for this hard work, you'll be rewarded by working on a great team of individuals who are smart, friendly, and helpful. You'll have a fair amount of freedom with your hours, though must be maintaining the relationships in the territory. Don't worry about training or a lack of industry experience, we have a thorough program to teach you what you need to know about the machines you'll service as well as the commercial laundry business. Tingue services customers in the hospitality, healthcare, and commercial linen industry. We serve customers by solution selling all products with personal service and follow up, meeting or exceeding our customers' expectations. Reps are responsible for year-over-year sales growth, servicing existing accounts, and establishing new accounts by planning and organizing a weekly schedule to call on existing as well as potential new opportunities. Other duties include … Ability to master all product line knowledge and skill to solution sell, and install applicable products Present new products and continue selling existing core product lines Maintain product presence in customer resource libraries ensuring data is updated and accurate Maintain and update market data, via CRM platform Work with Management to create a sales strategy and achievable goals Submit activity and results reports, such as pre-call planning, work plans, monthly and annual analysis Maintain and grow client marketing contact lists for Direct Marketing outreach Networking - Active participation industry groups, build your brand as a salesperson, establishing personal networks and participate in professional societies Ability to troubleshoot issues in the field, resolving customer complaints by investigating problems, develop solutions, prepare reports and making recommendations to customers and sales manager. Perform textile installations on a variety of flatwork ironing, feeding and folding equipment Strong interpersonal and communication skills, consultative selling skills, presentation skills, product knowledge, values vendor client relationships Develop relationships with existing customers and new potential customers Work with our customers to define and satisfy the needs that are specific to their operations Motivated, organized, competitive, energetic, optimistic, outgoing, self-starter with a high level of self-confidence and an attitude of service Other duties as assigned. Tingue, Brown & Co. is a leading global supplier of high-quality commercial laundry products and dedicated services. Family owned and operated since 1902, Tingue, Brown & Co. has earned a stellar reputation of integrity, loyalty, and ingenuity spanning three generations of consistent family leadership. Tingue, Brown & Co. is an Equal Opportunity Employer The Company provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, marital status, domestic partner status, status as Vietnam-era or special disabled veteran, or any other prohibited basis in accordance with all applicable federal, state and local laws. This applies to all terms and conditions of employment including, without limitation, hiring, placement, promotion, termination, lay-off, recall, transfer, leaves of absence, compensation, and training. The Company will not tolerate discrimination and expressly prohibits any form of unlawful employee harassment based on race, color, religion, sex, sexual orientation, national origin, age, disability, marital status, domestic partner status, veteran's status, or any other basis prohibited by applicable law.

Established, Entrepreneurial, Empowered…Explore the Opportunities! Chem-Aqua - Water Treatment Sales Representative Chem-Aqua is the wholly-owned water treatment subsidiary of NCH Corporation, a privately-owned specialty chemicals, maintenance supplies, and services company with over $1 billion in annual sales. We are seeking top-tier talent to support our growth strategy. We offer an unparalleled training program, uncapped income potential, and a culture that recognizes results yet embraces the importance of work/life balance. Join the Chem-Aqua team, where your initiative and contributions will be noticed and make a difference. The Water Treatment Sales Consultant will be responsible for identifying, developing, and servicing existing and new accounts in the greater White Plains, NY market. They will work closely with our customers to provide water treatment programs tailored to their specific needs. Responsibilities Service existing accounts, obtain orders, and establish new accounts by planning and organizing a daily work schedules to call on existing or potential sales outlets and other trade factors. Development and performance of all sales activities in the assigned territory (i.e. lead generation, cold calling, and appointment setting). Promotion and sales of maintenance services to new and existing Chem-Aqua customers. “Hands-on” servicing of accounts which includes but is not limited to; chemical testing, calibration and repair of chemical feed-related equipment, and visual inspections of systems when necessary. Schedule service and sales calls - includes daily, weekly and monthly reporting Identify new business needs and opportunities, and develop and implement customized solutions for our customers Requirements Must reside in the greater White Plains area. High School Diploma, College Degree Preferred. Experience in water treatment, water hygiene, environmental health and safety, and/or secondary disinfection is preferred, but not required. Demonstrated leadership, organizational, and management skill. Strong communication skills (both written and verbal) with experience working on teams from multiple locations. Strong mechanical aptitude. Knowledgeable in MS Office applications (Word, Excel, and Outlook). MUST be Highly Motivated and a Self-Starter. Perform physical work in an HVAC, cooling towers, or boiler equipment environment requiring exposure to chemicals, noise, hot & cold temperatures, and inclement weather MUST be in good physical ability - the job requires frequent walking to and from the worksite. Valid driver's license and acceptable motor vehicle record (DMV record will be checked) Benefits NCH Corporation offers a full suite of benefits, employee development, and recognition programs. Equal Opportunity Employer We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

About the job Are you a driven and enthusiastic individual eager to build a fulfilling career in the financial services sector? Patello Insurance Group is on the lookout for dedicated Sales Representatives to become part of our vibrant team. Experience the flexibility of full-time or part-time hours while making a positive difference in people's lives. **Key Responsibilities:** - Cultivate and maintain strong relationships with potential and existing clients. - Conduct thorough needs assessments to identify clients' insurance needs. - Present and clarify insurance policies to prospective clients. - Benefit from a lead-driven environment with NO COLD CALLING! **What We're Seeking:** - Self-starters with a focus on achieving results. - Excellent time management and the ability to work independently. - Commission-based compensation (1099). - Access to complimentary training. If you're passionate about making a difference and ready to advance your career, we want to connect with you! Join Patello Insurance Group and elevate your career to new heights.

Are you passionate about sales, looking to launch your career, and excited about uncapped earning potential? We're looking for an enthusiastic and driven Entry-Level Sales Representative to join our team. If you're eager to learn, grow, and thrive in a fast-paced environment, this is the perfect opportunity for you! *Please note this position is ON-SITE in Jersey City and is NOT remote. We do not have any remote or hybrid positions. Why you'll love working here: Competitive Salary & Uncapped Commission: Weekly pay + uncapped bonus structure. Full Training Provided: No sales experience? No problem! We offer comprehensive training to help you succeed. Career Growth: We believe in promoting from within. This role is a launching pad for your long-term career with us. Collaborative Team Environment: Work with a supportive team that encourages and celebrates each other's success. What You'll Be Doing: Prospecting & Lead Generation: Reach out to new customers, identify opportunities, and build your sales pipeline. Customer Relationship Building: Develop and nurture relationships with clients, providing them with tailored solutions that meet their needs. Closing Deals: Take ownership of the sales process from start to finish-turning leads into loyal customers. Achieving Targets: Hit daily, weekly, and monthly sales targets to maximize your income and grow within the company. Product Knowledge: Master our product offerings and communicate the value effectively to clients. Collaborating: Work alongside senior sales reps and leadership to share ideas, strategies, and best practices. What We're Looking For: No Experience Needed: This is an entry-level role, so we're happy to train the right candidate! Strong Communication Skills: You should be comfortable talking to people, building rapport, and engaging with clients. Motivated & Goal-Oriented: A self-starter with a drive to achieve individual and team goals. Positive Attitude & Eagerness to Learn: You thrive in a fast-paced environment and are ready to dive in with energy and excitement. Team Player: While you'll be responsible for your own sales, you'll work closely with the team to reach common goals. Perks & Benefits: Professional Development: We provide ongoing training to help you hone your skills and climb the career ladder. Energizing Culture: Office events, team building, and a collaborative work environment that keeps you motivated. Ready to take your first step into a rewarding sales career? Apply today and start your journey with a company that values talent, ambition, and success. We can't wait to meet you!