Customer Service Representative
Finance Service Representative Job 39 miles from Cromwell
Primary Role:
Responsible for carrying out the company's mission, goals and objectives. Supports the telephone sales team and works directly with clients and third parties to provide the highest level of customer service. Works internally with the purchasing, warehouse and operations departments to prepare and generate information for effective customer service and warranty.
Responsibilities:
Travel and perform professional training programs to customers at customer locations.
Responsible for ensuring that all orders are processed in an accurate and timely manner
Obtain all job related equipment and services at the lowest cost with focus on total value
Obtain manufacturer shipping schedule on all equipment ordered and relay to Project Manager
Expedite equipment when necessary
Recommend alternate suppliers where a savings in cost or improved delivery will result
Resolve any problems that arise in relation to delivery dates, quality, quantity or cost of purchased goods and services
Issue purchase orders for job related equipment
Review discrepancies in invoices which are not in complete agreement with purchase orders
Responsible for processing return of unused or incorrect equipment
Assist with negotiating contracts with vendors
Assist with reports and documentation when required
Other duties as required or assigned from time to time
Travel: Travel may be required.
Additional Skills and Abilities:
Excellent written and verbal communication skills.
Must be responsible, self-motivated, self-starter, personable and well-organized.
Superior customer service skills to deal with both internal and external customers.
Ability to manage multiple tasks simultaneously.
Strong interpersonal skills; ability to work with diverse groups.
Proficiency in the use of personal computers including such programs as MS Word, Excel, Access, PowerPoint and Outlook.
Ability to demonstrate planning, organizing and implementing skills which allow the successful completion of a project by a specific due date.
Must be able to effectively handle stressful situations.
Must be able to read and effectively interpret general business documentation.
Valid and current drivers license.
Customer Service Representative
Finance Service Representative Job 42 miles from Cromwell
At Buchanan Hauling & Rigging, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you'll have the support to excel at work and the resources to build a career you can be proud of.
Pay, Benefits, And More
We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental, and vision), 401(k), life insurance, disability, and more.
What You'll Do On a Typical Day
Proactively communicate with customers on a daily/weekly basis to ensure excellent customer service.
Enter accurate and complete load details in McLeod.
Perform timely updates to customers on their loads the rough website, EDI, phone calls, emails, etc.
Other duties as assigned.
Qualifications
Strong communication and attention to detail are vital in this role
Strong customer service skills required
Strong computer and typing skills required
Minimum of two years in an office or administrative role required
One year of industry experience required
Be part of something big.
Financial Services Representative
Finance Service Representative Job 32 miles from Cromwell
About the job
Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth.
We provide a powerful combination of support including:
our extensive training program, Advisor Pro.
personal coaching from proven winners
customized marketing support to help you acquire clients and build your brand
access to a broad range of products to meet client needs
tools to manage your practice and support the sales process
Duties and responsibilities:
Prospecting, networking and obtaining clients through various methods and strategies.
Participate in our state of the art Advisor Pro Training program.
Developing and maintaining long-term relationships with clients.
Providing financial solutions for clients through fact gathering and needs analyses.
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates.
Qualifications
Strong interpersonal, organizational and communication skills.
Self-starter who is goal oriented
Team player with a hearty work ethic
BA, BS, and/or Graduate Degree or equivalent work experience
Customer Service Representative
Finance Service Representative Job 37 miles from Cromwell
B&B COMMUNICATIONS GROUP, INC is a telecommunications company based in Cornelius, North Carolina. We are dedicated to providing top-notch telecommunications services to our clients.
Role Description
This is a full-time on-site role for a Customer Service Representative at our location in Westfield, MA. The role involves handling customer inquiries, resolving issues, and ensuring customer satisfaction on a day-to-day basis.
Qualifications
Customer Service Representatives, Customer Support, and Customer Experience skills
Ability to create and maintain customer satisfaction
Excellent customer service skills
Strong communication and interpersonal skills
Problem-solving abilities
Experience in telecommunications industry is a plus
High school diploma or equivalent
Customer Service Representative
Finance Service Representative Job 24 miles from Cromwell
We are currently seeking a Customer Service Rep on the Shoreline!
What's in it for you?
Full time hours Monday - Friday 8:30-5p
Weekly pay $20/hr
Health Insurance offered!
Looking to start ASAP
Job Description:
The Customer Service Representative (CSR) serves as the primary point of contact between the manufacturing company and its customers. This role is responsible for processing orders, managing customer inquiries, coordinating with production and logistics teams, and ensuring timely delivery of products. The CSR must maintain a high level of professionalism, accuracy, and responsiveness to support customer satisfaction and business growth.
Key Responsibilities:
Respond to customer inquiries via phone, email, and other channels.
Enter and manage sales orders in the system.
Coordinate with production, shipping, and quality teams to ensure on-time delivery.
Resolve order issues, delays, and complaints promptly.
Maintain accurate records of customer interactions and transactions.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Financial Representative (Training Provided)
Finance Service Representative Job 12 miles from Cromwell
Financial Representative | Financial Advisor | Wealth Management Advisor
West Hartford, Connecticut
Our financial professionals at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right risk management and investment strategies for clients to guide them every step of the way. Our firm has entry-level and experienced professional opportunities open.
The Financial Planning Career with Northwestern Mutual allows the opportunity to:
Help Clients Achieve Their Goals - Strive to understand clients' goals and visions to develop holistic financial solutions that optimally guide clients on a path to achieve financial security and success long-term using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
Make an Impact While Accomplishing Work-Life Balance - Maintain autonomy and flexibility to build, develop, and manage own practice while receiving support and mentorship from our firm's exceptional network of financial specialists and leaders.
Build a Personally, Professionally, and Financially Rewarding Career - Develop a career that not only provides outstanding self-determined uncapped earning potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
Qualifications:
Legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.
Located in or near the Greater Hartford region.
Prior financial services experience not required -- entry level and experienced professional opportunities available -- extensive training platform and mentoring program provided.
Entrepreneurial ambitions, results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the ethical desire to help others plan for and protect their financial future.
Ability to work in a fast-paced, highly productive, and value-driven environment.
Ability to network with acquaintances, businesses, and personal communities to develop markets and sustain long-term relationships.
Compensation & Benefits:
Performance-based earnings and revenue (
annual earnings of $70K-$250K; based on 2015-2023 company average for representatives in the first 3 years
)
Additional income structure to support training and early development
Renewal income earned for continued client advising and policy management
Bonus programs and expense allowances
Sponsorship and support for insurance licensing, SIE, Series 6, Series 63, CFP , and more
NM Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Leadership + Professional Growth Opportunities
Award-Winning Training + Mentoring Program
Personalized Mentorship from Top Advisors and Industry Leaders
About Northwestern Mutual:
Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more 4.75 million people who rely on us for life, disability income and long term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.
Northwestern Mutual Awards and Accolades:
FORTUNE 500 Rank: No. 90
Highest Financial Strength Ratings and Unsurpassed Financial Strength
#1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
97% Client and Policy-owner Retention year after year
Top-10 US Independent Broker Dealer
Annually one of the “World's Most Admired” companies (FORTUNE Magazine)
Forbes' Best Employers for Diversity (2018 - 2021)
15 consecutive years named "50 Best Companies to Sell For" (Selling Power Magazine)
Top 125 Training Program (Training Magazine)
Independent Sales Representative 1099
Finance Service Representative Job 25 miles from Cromwell
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.
Generative AI Sales Representative
Finance Service Representative Job 43 miles from Cromwell
Dear Professionals,
Vibhathi Labs is looking for Generative AI Sales Representative for our sister concern GenAIEmbed (****************************
About the Company:
GenAIEmbed, founded in 2023 with the vision of empowering global businesses with cutting-edge GenAI solutions for enriching customer experience and loyalty. Our Product offerings include, high-speed and precise semantic vector search engine, sophisticated personalized product recommendation engine and AI Powered Smart assistants. Our platform, leverages advanced language learning models and real-time data retrieval to help businesses deliver hyper-personalized customer experiences, resulting in increased customer lifecycle value.
Job Title: Generative AI Sales Representative
Industry : Restaurant Industry (POS & IT Solutions)
Location: New York City (On-Site, Boots on the Ground)
Job Overview:
We are looking for a dynamic and results-driven Sales Representative (ISO) to sell our cutting-edge Generative AI solutions for restaurants. This role is a boots-on-the-ground sales position in New York City, requiring face-to-face interaction with restaurant owners and decision-makers. If you have experience selling POS systems, restaurant IT solutions, or hospitality tech, this is a lucrative opportunity to be at the forefront of AI-driven transformation in the restaurant industry.
Key Responsibilities:
Identify and engage restaurant owners and operators to sell our AI-powered restaurant management solutions.
Educate clients on how Generative AI can streamline operations, enhance customer experience, and improve profitability.
Conduct on-site product demonstrations and tailor solutions to meet client needs.
Develop and maintain relationships with key decision-makers in the restaurant industry.
Generate and follow up on leads through networking, cold calling, and on-site visits.
Negotiate contracts and close deals to meet and exceed revenue targets.
Stay up to date on AI trends, restaurant tech, and competitor solutions.
Maintain accurate records of sales activities and pipeline updates.
Requirements:
Proven experience in selling POS systems, IT solutions, or restaurant technology.
Strong network and relationships with restaurant owners in New York City are a plus.
Ability to communicate complex AI solutions in a simple, value-driven manner.
Excellent presentation, negotiation, and relationship-building skills.
Self-motivated, proactive, and able to work independently in a fast-paced environment.
Willingness to travel locally for on-site sales meetings.
Compensation & Benefits: • Base Salary: $60,000 per year • Commission: 3% on total sales exceeding $300,000 annually • Monthly Residual Income. Earn ongoing commission on recurring revenue from clients.
This is a high-growth opportunity for tech-savvy sales professionals looking to capitalize on the AI revolution in the restaurant industry. If you thrive in face-to-face sales and want to maximize your earnings, we want to hear from you!
Proprietary Equity Trader Position
Finance Service Representative Job 11 miles from Cromwell
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 ***************************
HF Independent Trader
Finance Service Representative Job 48 miles from Cromwell
About: Our client is a fund management company specializing in algorithmic trading across global financial markets. Theirs is an independent pod-based structure, offering traders / PM's / trading teams access to advanced, low-latency trading technology platforms complemented by a deep bench of technological, operational and support services. They currently trade between 1% - 2% of the U.S. Equities markets, realizing top tiers across all major Exchanges and ATS's.
Job Description:
We are actively recruiting experienced Portfolio Managers / Traders across both U.S. equities quantitative trading businesses; high-frequency trading & statistical arbitrage trading. Ideal candidates should possess the following:
● Experienced U.S. equities quantitative traders / portfolio managers; HFT or Stat Arb
● Fully automated and proven algorithmic / quantitative trading strategies
● Minimum Sharpe of 3.0+
● Provide prior 2+ years of historical performance
● Ability to be self sufficient and work from anywhere (location agnostic)
Full Time Associate Banker ME (40 Hours) - West Hartford, CT
Finance Service Representative Job 12 miles from Cromwell
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker-ME in a Chase Branch, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Builds relationships with clients by sharing product knowledge and solutions and introducing them to our licensed bankers when an additional opportunity is identified
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Associate Banker (Part Time)
Finance Service Representative Job 44 miles from Cromwell
Job Title: Associate Banker
Department: Retail Banking
Summary: The Associate Banker accurately records customer checks, deposits, and withdrawal transactions and provides outstanding service to the organization's customers. Correctly verifies customer information including names, dates, and account numbers to ensure safety of transactions. Works cohesively in a team environment to achieve personal and branch goals. Displays motivation and enthusiasm within the team.
Key responsibilities include, compliance with all banking regulations and the policies and procedures established by management, building customer relationships, accurately recording daily transactions, identifying products and services that will benefit customers and efficiently accomplishing customer requests.
Reports To: Branch Relationship Manager
Key Responsibilities:
Transaction Accuracy
Processes a wide variety of customer transactions including deposits, withdrawals, payments, and other miscellaneous transactions
Processes transactions within limits of established policy accurately and efficiently and seeks approvals when required
Balances cash drawer daily for both the cash and transaction totals
Transaction Processing
Efficiently and accurately records checks, deposits, withdrawals and other transactions into the computer systems
Effectively addresses customer questions; successfully managing periods of heavy traffic at the branch
Customer Relationships
Provides outstanding service that achieves high customer satisfaction and builds strong, long-term customer relationships
Promptly addresses and resolves customer concerns and inquiries in a positive, confident manner
Consistently makes time to be friendly, get to know our customers and make every customer feel important
Product Knowledge & Recommendations
Shows knowledge of the products and services offered by the organization
Reviews current accounts and customer requests to determine new products and services that will benefit the customer
Identifies customer needs and refers customers to appropriate branch personnel
Refers customers to the correct departments and contacts that provide specific products or services
Sales
Achieves daily, weekly and monthly referral goals
Reviews Incentive compensation for accuracy and communicates personal progress
Works in a team environment
Efficiently uses the bank's CRM and follows up on leads
Compliance & Security
Complies with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags
Follows all bank policies and procedures
Is aware of and complies with CRA guidelines and policies, ethics policy, and the bank's non-discrimination policy; complies with all regulations
Comply with all daily, monthly and quarterly Security procedures
Report issues or complaints to a supervisor for follow-up
Secure all documents and confidential data following the "clean desk" policy; lock computer screen and secure equipment when leaving desk or station
Lock and secure cash drawer and teller station when leaving station
Follow all daily security procedures with entering and leaving the branch; secure all teller line doors and break room areas
Greet and/or acknowledge customers as they come into the branch and report any unusual occurrence to the supervisor
Support other branches with staff as needed
Part Time Associate Banker Connecticut East (30 Hours)
Finance Service Representative Job 25 miles from Cromwell
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
New Haven,CT $22.50 - $26.11 / hour
Customer Service Representative
Finance Service Representative Job 14 miles from Cromwell
The Customer Service Representative is responsible for contacting customers to collect outstanding payments, handling account discrepancies, and negotiating payment solutions.
Onsite full time 40 hours
Weekly pay - $23 per hour with room for growth
Temp to Hire Opportunity
Health Insurance Offered
Key Responsibilities:
Initiate contact with customers by phone, email, and letters to discuss overdue payments.
Professionally and respectfully engage with customers to understand payment delays and work toward a resolution.
Negotiate payment plans or settlements with customers who are experiencing financial difficulties.
Offer solutions to help customers bring their accounts up to date, including setting up payment plans when applicable.
Review customer accounts regularly to assess payment history and determine the most effective collection strategy.
Track and follow up on overdue accounts until resolved or escalated.
Address customer inquiries or disputes with a focus on resolving issues promptly and professionally.
Qualifications:
1-2 years of experience in collections, customer service, or a related role preferred.
Excellent verbal and written communication skills.
Strong negotiation and conflict-resolution abilities.
Proficiency with Microsoft Office.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Proprietary Equity Trader Position
Finance Service Representative Job 25 miles from Cromwell
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Banker Associate - Middle Market Banking - Associate
Finance Service Representative Job 32 miles from Cromwell
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
Part Time Associate Banker Connecticut Central (30 Hours)
Finance Service Representative Job 48 miles from Cromwell
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
Westport,CT $25.00 - $28.99 / hour
Equity Trader Position
Finance Service Representative Job 49 miles from Cromwell
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 ***************************
Part Time Associate Banker Connecticut East (30 Hours)
Finance Service Representative Job 25 miles from Cromwell
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Part Time Associate Banker Connecticut Central (30 Hours)
Finance Service Representative Job 48 miles from Cromwell
JobID: 210628901 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Westport,CT $25.00-$28.99 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.