Investment Services Associate
Finance Service Representative Job 22 miles from West Chester
Series 7 Sponsorship Available
Responsibilities:
Collaborate with Investment Services Managers to manage relationships for assigned managed agency accounts.
Represent Wealth Management in business activities and maintain contacts with clients, administrators, trustees, co-trustees, beneficiaries, attorneys, and others regarding accounts.
Work closely with portfolio managers and advisors to provide high-quality service while ensuring compliance with all statutory requirements.
Process fund transfers, wires, checks, transfers to/from accounts, and ACH. Administer IRAs.
Prepare client portfolio review books for Advisors.
Handle client account maintenance requests and ad hoc requests (e.g., statements, 1099s, trade confirmations).
Assist Investment Services Managers with annual confirmation of investment objectives.
Aid in preparing compliance reports, including anticipated fees, investment change verification, zero-balance accounts, and accounts not scheduled for events.
Prepare custom client reporting.
Maintain required training and continuing education for internal programs and external licenses and certifications.
Ensure compliance with regulatory requirements, internal and external auditors, and the WMS Compliance Officer.
Ensure that trust policies and procedures align with division and bank objectives.
Skills & Qualifications:
Bachelor's Degree or equivalent experience.
Client Series 7 license (sponsorship available).
3 years of experience in investment management or trust environment.
2 years of experience in a financial services organization.
2 years of experience with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Excellent organizational and problem-solving skills.
Client Series 66 preferred.
Experience with SEI's Trust 3000 Trust Accounting System or Wealthscape preferred.
Strong verbal and written communication skills.
Education:
Bachelor's degree in Business, Finance, or related area preferred, or 1-3 years of relevant work experience.
Trade Services Associate
Finance Service Representative Job 22 miles from West Chester
Virtual Dataroom Coordinator - Trade Services Associate
As the Trade Services Associate, you will be responsible for the information management, review, and delivery of all documents received in connection with the Credit Portfolio Group, the Credit Trading Desk, and the Total Return Swap Desk's responsibility to provide relevant documentation to their clients and potential clients. This position requires meticulous analysis of legal documentation.
Dataroom Management, a team within Wholesale Loan Services, manages the handlings of confidential syndicated loan information and its delivery to trade counterparties in the context of domestic and emerging markets secondary loan transactions, loan total return swaps and certain other customized syndicated loan-related transactions. This is carried out in compliance with ‘Chinese Wall' information barriers, and in close coordination with Portfolio Managers, Sales, Trading and Research as well as Legal and Compliance, in each case, as appropriate.
RESPONSIBILITIES
Create and maintain a portfolio of Virtual Datarooms.
Review, track, and post documents to Virtual Dataroom sites.
Add external clients / counterparties to Secondary Virtual Dataroom sites.
Manages and facilitates Corporate Actions in conjunction with the Trading Desks in a deadline driven environment.
Manage borrower information flow for the Credit Portfolio Group, Total Return Swap Desk, and the Credit Trading Desk, ensuring adherence to Compliance policies regarding the handling of Private Material Non-Public Information.
Field ad-hoc inquiries from internal and external clients.
Coordinate accuracy of Dataroom sites with Loan and Agency Services, offshore teams, Borrowers, Lenders, Legal, and Compliance.
Develop and maintain long-term relationships with the Credit Portfolio Group, the Credit Trading Desk, Total Return Swap Desk, operations, legal, and compliance to ensure proper and timely posting of all documentation.
Participate in projects and provide valuable input with various working groups created to enhance performance and efficiency.
Identify and address control gaps and efficiency opportunities , taking the appropriate level of risk to deliver scalable, simple, and innovative solutions that improve the process.
QUALIFICATIONS
• 3+ years of relevant Financial Operational (Investment Banking/Financial Services) experience
• General understanding of Finance and Loan Products
• Bachelor's degree
• Proficiency with Microsoft Office Suite (Excel)
Nice-To-Haves
Syndicated loan knowledge specifically in trading/ corporate actions and loan operations.
Knowledge of Virtual Datarooms such as Syndtrak, Debtdomain, and Intralinks.
Experience reading and interpreting loan documentation, legal documents, and financial statements.
Soft skills:
Proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail, strong oral and written communication skills, and strong analytical capability.
Highly organized with the ability to manage a variety of tasks and competing priorities.
Highly motivated individual with a team - oriented mindset with effective communication and leadership skills.
Critical decision-making abilities including the ability to identify, escalate, and propose solutions to problems.
Meticulous mindset with the ability to multi-task through the practice of strong organizational and time management skills.
Ability to learn quickly, self-motivate, and demonstrate a strong work ethic.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Trade Services Associate
Finance Service Representative Job 22 miles from West Chester
📆 Duration: Temporary to Hire
⏰ Hours: Monday - Friday, 8:30 AM - 5:30 PM
💰 Pay: $30 - $32 per hour
About the Role:
We are seeking a Trade Support Analyst to join our client's team in Newark, DE. This role involves reviewing and maintaining Virtual Datarooms, managing corporate actions, and ensuring seamless document processing for multiple trading desks. This is an exciting opportunity for individuals with experience in legal document review, financial operations, or loan documentation who thrive in a fast-paced environment.
Key Responsibilities:
Virtual Dataroom Management - Create, review, track, and maintain Virtual Datarooms for several desks and departments.
Document Handling - Manage borrower information flow and ensure accurate, timely posting of documentation.
Corporate Actions & Amendments - Facilitate corporate actions in coordination with the trading desks.
Client Interaction - Add external clients/counterparties to Virtual Datarooms and field inquiries from internal and external clients.
Compliance & Risk Management - Ensure adherence to compliance policies regarding private material non-public information.
Collaboration - Work closely with Loan & Agency Services, offshore teams, Borrowers, Lenders, Legal, and Compliance.
Process Improvement - Identify and address control gaps, proposing solutions to enhance efficiency.
Ideal Candidate Profile:
We are looking for a detail-oriented professional with strong analytical and communication skills, who can manage multiple priorities in a deadline-driven environment.
✔ Bachelor's degree (Finance, Business, Legal Studies, or related field preferred)
✔ 3+ years of relevant experience in financial operations, legal document review, or loan documentation (flexible on years of experience)
✔ Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
✔ Experience working with Virtual Datarooms (Syndtrak, Debtdomain, Intralinks) is a plus
✔ Strong organizational skills and ability to work independently and collaboratively
✔ Excellent communication skills-able to interact professionally via email, phone, and Zoom
✔ Ability to demonstrate initiative, leadership, and process improvement skills
Preferred Qualifications:
Syndicated loan knowledge, specifically in trading, corporate actions, and loan operations
Experience reading and interpreting legal or loan documentation
Background in financial services, law, or corporate finance
If you are a highly motivated professional looking for an opportunity to grow within a dynamic financial environment, we encourage you to apply!
📩 Apply Now!
Commercial Lines CSR
Finance Service Representative Job 25 miles from West Chester
Commercial Lines CSR / Associate Account Manager
Growing Insurance Agency | Philadelphia, PA
Are you looking for a career with long-term growth and stability in the insurance industry? This is an exciting opportunity to join a growing agency and take your career to the next level. Ideally we are looking for a Commercial Lines CSR / Associate Account Manager who wants to grow into an Account Manager role or Sales role and be part of expanding the agency's Commercial Lines division.
Why This Opportunity?
Leadership that values ambition- Whether you're early in your career and eager to grow or looking for a stable, long-term role, this agency invests in its people.
What You'll Do:
🔹 Manage accounts under $20K in premium - handling billing, renewals, certificates, re-quotes, and proposals.
🔹 Call clients on renewals and provide excellent customer service.
🔹 Work alongside a team focused on expanding the Commercial Lines division and shaping the future of the agency.
What We're Looking For:
🔹 1-2 years of insurance experience (Commercial Lines preferred).
🔹 Knowledge of AMS360 is ideal.
🔹 A competitive, growth-oriented mindset - someone who wants to do well, take on more responsibility, and advance.
🔹 Someone who enjoys working in a collaborative, supportive environment.
Salary: $50K-$60K plus full benefits.
This is an incredible opportunity to build your career with an agency committed to long-term success. If you're ready to take the next step, apply now or reach out for more details!
Floating Sales and Service Representative
Finance Service Representative Job 21 miles from West Chester
Meridian Bank (subsidiary of Meridian Corporation, Nasdaq: MRBK) is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. Growing throughout Pennsylvania, New Jersey, Delaware, Maryland and Florida, Meridian offers opportunities for anyone wishing to start or continue a career working in a collegial atmosphere to bring unrivaled service to clients and customers. Member FDIC | Equal Housing Lender
Position summary: Responsible for performing various duties to support the Retail Branch Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information. Assists in the day-day operations of the branch with a sales focus on deposit growth in local territory and develops /helps to manage an account portfolio while delivering excellent customer service. This position will assist our Blue Bell and Doylestown branch locations.
Qualifications required:
Associate's degree in Finance or related field; or equivalent work experience
1-3 years related banking experience or an equivalent combination of education and experience
Ability to work in a team environment
Previous sales and customer service experience in a retail banking environment
Strong computer skills (MS Office, etc.)
High degree of attention to detail and ability to multitask
Prior cash handling experience
Ability to work all hours the branch is open
Essential functions and responsibilities:
Valid Drivers License
Responsible for providing coverage to any of the retail branch locations when needed
Ability to adapt to each branch locations policies, procedures and day to day needs
Provides exceptional customer service by promptly resolves customer issues, responding to questions, and creatively solves problems
Participates in sales campaigns with energy and focus to achieve goals while maintaining quality standards
Engages in outbound calling efforts to establish new business
Meets with and calls prospects/customers and develops an understanding of other financial goals and needs; assesses information and suggests appropriate product and service solutions; educates the prospect/customer on the benefits and value of suggested solutions resulting in closed sales
Demonstrates strong product knowledge and cross-selling aptitude
Processes customer transactions efficiently and accurately, while following policies and procedures. Transactions include but not limited to cashing checks, opening new accounts, accepting loan payments, verifying currency, completing withdrawals, resolving customer issues, and issuing of bank checks
Has a working knowledge of all compliance regulations and bank policies and procedures
Must be capable of developing relationships with customers/prospects and be creative in solving problems
Participates in community events in conjunction with Bank sponsorships, marketing, and networking
Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities
Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
Communicates with management and coworkers in order to integrate goals and activities
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Other duties as assigned
Success factors/job competencies:
Organizational and time management skills
Ability to work with little or no supervision
Excellent interpersonal and communication skills
Timely and regular attendance
Completes work in a timely manner
Actively seeks coaching
Application Access:
Jack Henry
Physical demands, work environment, and location:
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
Work environment:
The noise level in this environment is minimal.
Location:
Various Meridian Bank locations as assigned.
Meridian is An Equal Opportunity Employer
Financial Associate
Finance Service Representative Job In West Chester, PA
Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.
The Junior Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Junior Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.
Job Responsibilities
The Junior Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:
· Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
· Advising the customer regarding the advantages, risks, and disadvantages of different products
· Developing internal referral resources to identify existing customers
· Identifying external prospects and building up new client relationships
· Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
· Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
· Maintaining all necessary licenses and registrations as required
· Successfully completing all mandatory training in a timely manner
· Maintaining superior and courteous service to promote products and expand customer relationships
· Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism
Job Requirements
With a strong focus on sales and customer service, the Junior Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include:
· FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required)
· Life & Health Insurance license (Required)
· Strong sales, marketing and business development skills
· 2+ years of experience as producing advisor
· Bachelor's degree preferred
Education and Training
Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to:
· A clear transition plan and timeline so you know what to expect, and when
· Our orientation course to give you an overview of all the tools and services available to you
· Assistance with account transfers and paperwork, and frequent updates on their status
· Help with communications to your current clients about your transition
· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform
· New business cards, stationery, and email address
· An introduction to our vast marketing resources, so you can start using them with current and prospective clients
If you are interested in this position, please attach a copy of your resume with your application.
Customer Service Representative
Finance Service Representative Job 25 miles from West Chester
Terms of Employment
• Duration: 3 Months
• The Customer Service Representative is responsible for supporting the Medicare Appeal process by answering incoming telephone calls, resolving customer questions, complaints and requests adhering to internal policies and procedures and utilizing working knowledge of the organization's services to meet productivity and quality standards.
Responsibilities
• Develops and maintains working knowledge of internal policies, procedures, and services (both departmental and operational)
• Utilizes automated systems to log and retrieve information. Performs accurate and timely data entry of electronic faxes
• Receives inquiries from customers or providers by telephone, email, fax, or mail and communicates response within required turnaround times
• Responds to telephone inquiries and complaints in a prompt, accurate, and courteous manner following standard operating procedures
• Interacts with hospitals, physicians, beneficiaries, or other program recipients
• Investigates and resolves or reports customer problems. Identifies and escalates difficult situations to the appropriate party
• Meets or exceeds standards for call volume and service level per department guidelines
• Initiates files by collecting and entering demographic, provider, and procedure information into the system
• Serves as liaison between the Review Supervisors and external providers
• Maintains logs and documents disposition of incoming and outgoing calls
Required Skills & Experience
• High School diploma or equivalent
• 2+ year's customer service/telephone experience in a similar call center environment and/or industry.
• Must have ability to effectively communicate with team members and external customers
• Must have ability to research and resolve issues related to Medicaid program and service eligibility
Preferred Skills & Experience
• Previous experience in the medical office or other medical setting preferred
• General knowledge of eligibility verification (Medicaid eligibility and program requirements for specific program of focus preferred)
• Knowledge of CPT and HCPCS codes preferred
• PC proficiency to include Microsoft Office Suite
• Experience with Microsoft programs
Sincerely,
Preetam Raj
Lead Technical Recruiter
nTech Workforce Inc
D: ************ EXT: 726
E: **************************
preetam(at)ntechworkforce(dot)com
Customer Service Representative - Immediate Hire
Finance Service Representative Job 25 miles from West Chester
Customer Service Representative Needed - Immediate Hire
Are you a people person who loves interacting with customers and providing top-notch service? Do you thrive in a customer-facing role where your communication skills can shine? If so, we want you to be part of our team as a Customer Service Representative!
Key Responsibilities:
Greet and assist customers, ensuring they have a positive experience.
Handle customer inquiries and resolve any issues with professionalism and care.
Provide detailed information about products and services.
Maintain a positive and friendly attitude while addressing customer needs.
Collaborate with team members to improve overall customer satisfaction.
Keep accurate records of customer interactions and transactions.
Follow up with customers to ensure their needs are met and they are satisfied with our service.
Qualifications:
Strong communication and interpersonal skills.
A passion for customer service and a desire to help people.
Ability to remain calm and handle challenging situations with a positive attitude.
Excellent problem-solving skills and attention to detail.
Experience in customer service, retail, or a related field is a plus.
Ability to work in a fast-paced environment and adapt to changing priorities.
Why Join Us?
Engaging Work Environment: Work in a dynamic and supportive atmosphere where your contributions make a real impact.
Career Development: Opportunities for growth and advancement within the company.
Comprehensive Training: Ongoing training and development to help you succeed in your role.
Competitive Compensation: Attractive bonus structure with uncapped performance-based incentives.
Inclusive Culture: Be part of a team that values diversity and inclusion.
How to Apply: If you're ready to take on a customer-facing role where you can make a difference, we'd love to hear from you! Please submit your resume and a brief cover letter explaining why you're a great fit for this position.
We encourage recent graduates and aspiring communication professionals to apply!
Join PHL Acquisitions and become a key part of our mission to deliver exceptional customer service!
Sales Representative
Finance Service Representative Job 25 miles from West Chester
Do you want access to the best training program in the industry and get paid while doing so? Do you want a database full of customers across the continent, without having to prospect for them?
We are growing as an organization and are looking for top talent to join our team!
Who we are ~ Over our 30+ year history, PLS Logistics Services has become one of the country's TOP 25 third-party logistics (3PL) services providers. We are headquartered in PA, with offices in Jacksonville, Tampa, Houston, Dallas, Phoenix, St. Louis, Philadelphia & Pittsburgh.
Requirements:
Minimum 2 years of cold calling experience in the sales industry or a closely related field
High energy and a passion for sales
Competitive
Money hungry and driven by success
Pay and benefits
$52,000 starting salary
$1,000 signing bonus
Unlimited PTO
Uncapped Commission
Tuition Reimbursement
Quick Promotions
401k with match
Your first week
Learn about PLS Logistics Services and the logistics industry
Hear from our top home-grown leaders on how to be successful
Participate in our fully paid training and orientation
Familiarize yourself with our business model and transportation management system
Get on the phones and grow your network
Your first month
Continue to develop a portfolio of clients by cold calling using our provided industry leads
Understand how to negotiate pricing to close the deal
Take charge of client service issues to the point of resolution
Be open to coaching and learning while putting in the time and effort to be successful
Your first six months
Be the trusted advisor to your customer, helping manage their logistics challenges
Liaise with Logistics Coordinators to help shoulder your load and allow you to bring in more business
Seek out promotional opportunities to move up the ranks
Maintain a strong understanding of the industry, including rates, capacities, and carriers.
Our ideal candidate
Bachelor's degree (preferred)
Self-motivated, Entrepreneurial spirit, Adaptable and dynamic
Strong communication and interpersonal skills
Hours:
Onsite position in our Philadelphia office M-F
7:45a-5:15p with a one hour lunch break
At PLS Logistics Services, we ship over one million loads annually across all major freight modes: flatbed, van, LTL, rail & barge, air & ocean. Our customers benefit from our broad PLS Transportation network of over 250,000 trucks representing 55,000 carrier partners, along with Class-1 railroads and major barge companies. Are you ready to jump-start your career?
Sales Representative-7,500 housing stipend, 2,500 sign-on bonus and paid relocation
Finance Service Representative Job 25 miles from West Chester
IS LOCATED IN CINCINNATI - PAID RELOCATION PROVIDED
What's in it for you:
$40,000 base salary with uncapped commission-you decide how much you earn.
$7,500 housing stipend paid out in every paycheck during your first year to make settling in easy.
26-week paid training and mentoring program to set you up for long-term success.
Paid relocation package and a $2,500 sign-on bonus to ensure your move to Cincinnati is hassle-free.
Expect to earn over $50,000 in total compensation in your first year.
Comprehensive health, dental, and vision plans, including a $0 paycheck option, plus a 401(k) with company match.
Serious career growth opportunities-75% of our sales managers started in roles just like this one.
Hit your goals, and you could transfer to one of our 60+ offices or even help launch a brand-new location.
Be part of a winning team-TQL was named a Fortune 100 Best Companies to Work For (2024).
Why You'll Love It Here:
Pennsylvania is known for its hardworking spirit and close-knit community, and TQL mirrors those values. Relocating to Cincinnati means joining a company where dedication, ambition, and a hunger for success are rewarded.
At TQL, you'll become part of our Fast Track Sales Program, a comprehensive training and mentoring initiative designed to help you succeed from day one. You'll have the tools, resources, and support you need to thrive, while joining a team that values hard work and celebrates big wins. Whether you're looking for financial growth, career advancement, or a dynamic environment to excel, this is your opportunity to make a lasting impact.
What You'll Be Doing:
Make outbound calls to build relationships and grow your own book of business.
Close deals with new and existing customers to meet their freight transportation needs.
Develop your negotiation skills to set competitive pricing with shippers and carriers.
Oversee shipments daily to ensure on-time pickups and deliveries, resolving issues 24/7/365 as they arise.
Communicate effectively-internally and externally-to build trust and credibility.
What You'll Need to Succeed:
A college degree is great but not required-some of our top performers don't have one.
A competitive streak and a drive to succeed-your work ethic will set you apart.
Strong negotiation skills and the confidence to tackle challenges head-on.
Comfort working in a modern, tech-driven office environment.
Sales experience is a plus, but we value fresh perspectives from all backgrounds.
A passion for delivering exceptional service and going above and beyond for your customers.
About Us:
At TQL, we've built a culture that invests in people, embraces innovative technology, and prioritizes top-notch customer service. As an Equal Opportunity Employer, we welcome every qualified applicant-regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status.
If you need help applying due to a disability, contact us at ****************** for assistance.
For assistance with your application due to a disability, please contact recruiting at ******************.
Entry Level Sales Representative
Finance Service Representative Job In West Chester, PA
Entry Level Sale Representative - Judge Direct Placement
Position Overview: The Judge Group is seeking an entry level Sales Representative to oversee the full life cycle recruitment process. This role entails identifying business opportunities, recruiting, and fulfilling positions. The ideal candidate will drive client base growth through strategic sales activities, build relationships with key hiring managers, negotiate business terms, and manage the entire hiring process from job posting to candidate placement.
Key Responsibilities:
Recruitment: Source and screen top talent using industry-leading tools and social media.
Candidate Engagement: Build strong relationships with top candidates, conduct professional interviews via phone, video, and in-person to qualify them for client positions.
Client Development: Research, market, and effectively present services to new and existing clients.
Relationship Building: Identify and nurture new business opportunities with key client hiring managers and senior executives.
Recruitment Management: Develop job postings, search, screen, and identify qualified candidates, present them to clients, and manage both client and candidates through the hiring process.
Pipeline Maintenance: Expand and maintain the existing client base, ensuring a consistent pipeline of prospective business and secure qualified opportunities.
Minimum Requirements:
A strong desire to build a career in Recruiting, Sales, Business Development, or Account Management.
Energetic, competitive, confident, persistent, organized, commission-oriented, money-motivated, with a strong desire to succeed.
Ability to develop and grow national and/or mid-market accounts.
A Bachelor's degree is preferred.
This position is ideal for an energetic and motivated individual with a passion for sales and recruitment. If you're ready to take your career to the next level, we'd love to hear from you!
Judge Direct Placement
Judge Direct Placement successfully places thousands of professionals annually in the areas of Manufacturing, Engineering, Supply Chain, Finance and Sales & Marketing. Our direct placement specialists screen, interview and assess the top industry talent every day. We stand ready to dive in and connect our clients with the right professionals to fit their needs. Each of our professional recruiters is immersed in a single business sector and undergoes a rigorous training process to ensure they are knowledgeable and capable of mastering each search they engage in. Our recruiting experts know how to search for, screen and present candidates that meet our client's specific requirements. Our professionals are among the best and brightest, possessing the specialized skills and expertise organizations require.
Customer Service Representative - Newark
Finance Service Representative Job 22 miles from West Chester
What's it like to work at Minute Loan Center? Well, awesome! We work hard, play hard and treat each other like family. MLC is a consumer finance company that specializes in providing our customers with instant funds through different loan opportunities, including online loan options. Employees in MLC stores are trained in underwriting (loans), collections, marketing, sales, customer service and store management.
Although we are a retail operation and welcome our customers into the store, our online platform and services are second to none and most of your customer interactions will be online or over the phone.
Regarding COVID:
Our people are the heart of the company and our number one asset. We are committed to providing safe working conditions at all of our locations and have invested in measures aimed at keeping employees healthy during the COVID-19 pandemic. With safety as one of our core company values, we've established enhanced cleaning and sanitization protocols, and provide personal protective equipment to all employees-including masks and hand sanitizer. Ensuring the well-being of our team members is a top priority.
Join our team today!
Benefits:
EMG employees enjoy a wide range of benefits including:
On-the-Job Training
Contests and Bonuses
No Late Evenings
No Sundays
Health Insurance
Paid Time Off
Company Holidays
Direct Deposit
Payroll Advance Program
What you need to do the CSR job:
Excellent customer service skills
Strong sales skills, including cross-selling
Enjoy public contact
Able to work well under pressure
Problem solving skills
Details:
High school diploma or GED
Customer Service experience preferred
Consumer Loan experience preferred
Cash Handling experience preferred
Industrial Service Sales Representative
Finance Service Representative Job 25 miles from West Chester
Industrial Sales Representative
Konecranes
Konecranes is looking for an
Industrial Service Sales Representative
for the Philadelphia area. As a Service Sales Representative, your primary duties are to sell Overhead Cranes and Overhead Crane services to new clients and an existing customer base to improve safety and productivity. This individual will be responsible for meeting assigned sales targets for all lifting equipment including but not limited to; repairs, retrofits, hoists, spare parts, general overhauls and consultation services. Organizational skills are required to monitor the workload of our service department and ensure that all open time slots are filled with sold work. Strong communication skills are a must, as you will be engaging with existing customers.
If you think your attributes are a fit and you are interested in working in a fast paced, safety first type of environment, apply today!
Position includes:
$70,500 salary
Uncapped commission
OTE: $90,000-120,000
Full Benefits
Paid vacation, sick/personal days, holidays
Company Vehicle, plus more
Phone Interviews are being scheduled.
A Private Recruiting Service
Provided by Catalyst Career Group
To request an interview, press the "APPLY" Button below
Requirements Include:
Previous Industrial Sales Experience.
Bachelor's degree or Associate's degree preferred
Familiarity or education in Engineering, Electrical or Mechanical
Demonstrated leadership and team management experience
Good written and verbal communication skills; PC skills
Prior experience with cranes is a plus
Good driving record
Willing and able to work off the ground on occasion
Principal Responsibilities Include:
Engage in various sales activities to sell safety and productive retrofits, components, modernization and new equipment to existing customers and develop new accounts to meet minimum established sales quotas.
Prepare or assist in preparing price estimates for service work using established tools, guidelines and input from the service department.
Maintain personal contact with all existing accounts in your area. Prepare related monthly reports.
When required, maintain monthly contact with assigned accounts to develop relationships. Document activity with key accounts. Prepare account plans with appropriate actions and forward to District Manager. Schedule and conduct business reviews for customers on an annual basis or as needed.
Prepare and maintain a log in CRM software of all activities, business opportunities and offers submitted to customers and provide report to manager weekly.
Monitor workload of service department and ensure all open time slots are filled with sold work.
Qualify all any projects or credit worthiness as needed. Check D&B ratings and obtain credit application, if appropriate. Obtain tax-exempt certificate, if required.
Monitor the credit control list and assist in collection efforts of problem accounts, as needed.
Monitor the contract renewal process to ensure customer needs are met in a timely manner and opportunities are not lost.
Maintain customer and contact information in the CRM software, as required.
Follow all established safety rules and procedures, including those established by the customer.
To request an interview, press the "APPLY" Button below
Questions?
Email: jstraub@catalystcareergroup.com
Sales Representative
Finance Service Representative Job 25 miles from West Chester
Sales Representative | Entry Level | Lumina Direct
Are you hungry for success, driven to grow, and looking for a career that rewards ambition?
Do you want to be at the forefront of cutting-edge tech, working with Starlink and WiFi 6 solutions?
If you're looking to break into sales with a company that actually invests in your future, this is your opportunity.
At Lumina Direct, we don't believe in waiting years for a promotion. We develop our talent in-house, fast-tracking the careers of ambitious, competitive, and motivated individuals. If you have the drive to succeed, we'll provide the training, mentorship, and opportunities to get you to the top.
What You'll Be Doing
Represent Starlink and WiFi 6 technology in a face-to-face, B2B sales environment.
Work with both new and existing businesses, helping them upgrade their connectivity solutions.
Learn the art of sales through hands-on experience-no previous experience is required.
Build relationships, close deals, and develop into a leader within our organization.
Work in a fast-paced, in-person role that keeps you on your toes and rewards performance.
What We're Looking For
We want high-energy, ambitious, and competitive individuals who:
Thrive in face-to-face environments and love building connections with people.
Have a strong work ethic and aren't afraid to grind to hit their goals.
Want growth opportunities-we promote from within, and fast.
Are coachable and eager to develop real-world sales and leadership skills.
Don't settle for average-you want to make an impact and be rewarded for it.
Why Join Lumina Direct?
Uncapped earning potential - competitive pay + performance bonuses.
Full sales training - We don't just throw you in; we teach you how to succeed.
Clear career progression - Entry-level today, leadership tomorrow.
Be part of an energetic, driven team - Work alongside like-minded young professionals who are serious about their careers.
Work with cutting-edge tech - Stay ahead of the game with Starlink and next-gen WiFi 6 solutions.
Ready to Prove Yourself?
If you're ready to step into a high-growth industry, challenge yourself, and build a career with no limits, this is your shot.
Apply now and let's get to work.
Lumina Direct is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
PA Sales Representative
Finance Service Representative Job 25 miles from West Chester
Lake Hour is a rapidly growing and innovative canned cocktail brand co-founded by Rich Peete, a seasoned producer, and Wyatt Russell, that actor you know from that one thing. We created a canned cocktail with real spirits and real ingredients. A better, less sugary-sweet version of those popular slim-canned vodka seltzers. Something that's unique and complex, but goes down easy Something rugged, yet classy - like Alan Jackson water skiing in jeans. The award-winning cans are on the shelves, now we need a sales rep to hit the streets in Pennsylvania and spread the word. So, pack up your cooler and your no-bullshit-attitude and meet us on the dock!
Job Responsibilities:
Represent Lake Hour's values and mission in the territory.
Maintain and cultivate relationships in the territory - Distributors, key retail buyers, and other brand partners - including sales launch presentations, work withs, and events/samplings at key accounts.
Actively drive personal vehicle throughout the market to visit accounts and 5 days per week to obtain and increase business and sell in/execute displays within a designated territory. Minimum 36 hours in trade time (at accounts or events) per week.
Logs surveys in VIP KARMA while onsite at the account with photos for every visit.
6 Sampling events every 60 days.
Completes standard survey and commitment tracker for all surveyed accounts.
Recaps visits weekly to distributors with action to add items or displays.
Perform samplings, activations, and attend events.
Drive sales volume and distribution in the territory by identifying new opportunities, active selling, and motivating distributor sales teams to prioritize the brand in their portfolio.
Visit new and existing retail opportunities on a regular basis - both traditional and non-traditional for our innovative segment, on-and-off premise
Other duties, responsibilities, and activities may change or be assigned at any time with or without notice.
Desired Experience/ Traits
Who you are:
Passionate, Honest, Dependable, Attentive.
Team-oriented and results driven with a commitment to quality.
Must be able to fulfill physical requirements of delivering product and setting up at festivals - safely lift, climb stairs, clean, etc.
Must be able to travel around the territory freely and regularly.
Independent operator - disciplined and self-driven.
Good communicator and team player, ability to build meaningful relationships with new contacts and motivate them to support Lake Hour.
Desire to have a positive impact on customers.
Must live or be willing to relocate to territory.
Available to work nights/weekends with from time-to-time
A genuine lover of lake-life and all that goes with it. Bonus points if you play hockey, jetski, fish, or waterski.
Skills & Experience:
Beverage/restaurant industry experience valued.
Strong in market selling skills savvy valued.
Clean driving record
Job Details:
Location: Must reside in Pennsylvania.
Salary Range: $40,000 - $60,000/ year. commensurate with experience base salary + opportunities for quarterly & annual performance bonuses.
Vehicle: Driving is an essential function of the role. You will drive your personal vehicle throughout the assigned market 5 days a week. Role is eligible to participate in vehicle reimbursement program.
We are an equal opportunity employer - we thrive when we champion diversity and inclusion. We are welcoming, respectful, and supportive at work and in our community.
Physical Demands:
The physical demands described here represent those that must be met by an employee to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to conduct work in a sitting position primarily; however, the job requires walking, bending, stooping, and lifting 25+ lbs. Requires daily travel by car for up to 8+ hours.
Commercial Sales Representative
Finance Service Representative Job 25 miles from West Chester
The field-based Commercial Sales Representative position is responsible for growing revenue and gross profit at accounts in an assigned market segment covering commercial segment facilities. This position is fully remote in the Greater Philadelphia, PA area and reports directly to the sales manager.
Duties and Responsibilities
Lead all sales and account/planning, forecasting, reporting efforts for assigned accounts
Understand, assess, and anticipate customers' objectives, strategies, and requirements to identify and pursue sales opportunities
Complete pre-call planning activities that allow for effective and efficient sales calls
Acquire new customers to maximize growth
Manage small accounts by engaging customer service or directing customer to online ordering
Focus on strategic selling with mid and large size accounts, and sell programs, systems, and solutions
Responsible for escalated customer service issue follow-up, but not the primary contact point for issue resolution
Collaborate with Product Managers, Pricing & Inventory Analysts, Customer Service Reps and other Associates to present "product demos" and other training presentations to accomplish complete full solution selling for the customer.
Call on existing and potential customers to introduce, demonstrate, sell and service company products.
Implement and achieve monthly and yearly sales plan
Provide customer training on company product lines
Qualify potential customers
Maintain expert level of knowledge of company products and competitive product lines
Attend trade shows
Complete expense reports and other administrative duties as assigned
Provide field intelligence on competitive activity, changes in markets, distribution and pricing as well as input on customer preferences and product features
Cost-effectively manage time and assets
Maintain professional presence and poise
Knowledge, Skills and Abilities
Professional experience with B2B customers, including customer needs assessment, sales plan development, pipeline development and territory growth
Valid driver's license with acceptable motor vehicle report (insurable) and clean driving record
Ability to travel frequently throughout territory including overnight travel.
Established relationships with end users and distributors preferred
Competitive mindset and team oriented
Experience with automotive related accounts-Dealership, Fleet, Auto Repair
Experience in developing new, innovative markets
Requires strong business acumen, teamwork, collaboration, accountability, tenacity and communication skills
An expert level of knowledge is required in:
Sales, negotiation, and service
Commercial Facilities & Processes
Communication and interpersonal skills
Organizational and technical skills
Education and Experience
Successful sales history with 2+ years outside sales experience
High school diploma, college graduate preferred
Disciplined and effective use of CRM
Computer proficiency with Microsoft Office products
Physical Requirements
While performing the duties of this position, the employee is regularly required to sit and stand.
The employee regularly is required to walk, climb, or balance.
The employee is occasionally required to lift and/or move up to 20 pounds.
Specific vision abilities required by this job include close vision, color vision, peripheral vision, and depth perception.
Ability to operate a motor vehicle and travel long distances.
Compensation and Benefits
Competitive base salary
Tiered bonus plan, paid throughout the year
Benefits after 30 days, including but not limited to, medical, dental, vision, life.
401k
Vacation and Sick Pay
Tuition reimbursement
Proprietary Equity Trader Position
Finance Service Representative Job 25 miles from West Chester
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Equity Trader
Finance Service Representative Job 25 miles from West Chester
Chimera Securities, a CBOE Stock Exchange and SEC Registered broker dealer, is seeking experienced traders to join its existing trading desk in Philadelphia, PA. Capital contributions will be required for experienced traders. Highlights include use of a top of the line trading platform (see our website for details), trading amongst professional traders, and Lightspeed News Service and Breifing.com for all traders.
We are looking for full time equity traders whose presence will add to the trading floor while simultaneously benefiting from it. Ongoing mentorship is available.
Please email ***************************** with details of your current and prior trading experience and any other information you wish, and we will contact you. Please put 'Philly Experienced Trader' in the subject line.
For additional info regarding our company, please see our FAQ on our website: *************************
Thank you.
Chimera Securities
2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst
Finance Service Representative Job 25 miles from West Chester
JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients.
As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program.
There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job responsibilities
* Work on financial models to support financing transactions
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Develop an understanding of the full breadth of J.P. Morgan products and service offerings
* Conduct client and prospect research to support business development efforts
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027
Preferred qualifications, capabilities, and skills
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Coursework in business, finance, or accounting
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Locations we hire for MMBSI - Diversified Track:
* Atlanta
* Austin
* Bloomfield Hills (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for MMBSI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above.
* If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue.
* If selected, our team will reach out to you with final details.
Banking Associate - Woodbury (30hrs) (Bilingual Spanish Preferred)
Finance Service Representative Job 26 miles from West Chester
Woodbury, New Jersey, United States of America **Hours:** 30 **Pay Details:** $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
**Depth & Scope:**
+ Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
+ Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
+ Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
+ Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
+ Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
+ Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
+ Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
**Education & Experience:**
+ High school diploma or GED
+ 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
+ Demonstrated Customer Service skills preferred
+ Ability to work during operating hours to include evenings, weekends and holidays as scheduled
+ Teller experience preferred
+ Required to complete Teller training and part 1 of platform training upon hire
+ Strong organization skills to handle multiple tasks in a fast-paced environment
+ Excellent communication skills with ability to be concise, clear and consistent
+ Demonstrated effective problem-solving skills
+ Demonstrated ability to schedule and prioritize work
+ Demonstrated ability to work independently and within deadlines
+ Sound judgment in decision making and problem solving
+ Proficient in Microsoft Office
+ Notary License preferred
**Customer Accountabilities:**
+ Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
+ Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
+ Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
+ Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
+ Understands and supports the Bank's customer service strategy
+ Considers the impact of decisions on the well-being of TD, its customers and stakeholders
+ Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
+ Ensures tasks are performed within established policy and procedures
+ Successfully completes all required job specific, compliance-related training
+ Understands, utilizes and follows compliance/risk and control programs
+ Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
+ Is knowledgeable of and complies with TD Code of Conduct
**Shareholder Accountabilities:**
+ Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
+ Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
+ Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
+ Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
+ Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
+ Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
+ Follows policy and procedure for Customer Authentication
+ Acts as Dual Control agent when required
+ Follows all required open/close procedures
**Employee/Team Accountabilities:**
+ Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
+ the team
+ Be an active participant in personal performance and development activities
+ Acts as a brand champion both internally and externally
+ Collaborates with team members in contributing to the success of the team and organization
+ Partners as a team player
+ Actively seeks opportunities to improve delivery of work with high attention to quality standards
+ Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
+ Positively embraces change
+ Adheres and participates in TD's Shared Commitments
+ Models quality service at every Customer interaction
+ Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
+ May train and act as a mentor to newer colleagues
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Frequent
+ Standing - Frequent
+ Walking - Frequent
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Occasional
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.