274 Results for

Financial Services Representative Jobs in Frederick, MD

Jobs

Rockville, Maryland26 days ago

$19.70–$23.17 Per Hour
Full-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

New!

Germantown, MD5 days ago

Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction.

New!

Herndon, VA2 days ago

$70,000–$80,000

The Store Manager leads Mattress Firm's vision, Company Initiatives, and achieves sales performance goals by holding associates accountable for the execution of in-store merchandising in multiple store units. Develop a comprehensive team "bio book" that grows alongside your team, evolving to incorporate new insights and knowledge as it is gained.

New!

Herndon, VA2 days ago

$70,000–$80,000

Columbia, MARYLAND30+ days ago

Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. We are an award winning State Farm agency focused on fulfilling the needs of our customers and creating success for our team.

Kensington, MD30+ days ago

To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers.

Frederick, MD30+ days ago

About Kathy Schultze State Farm: Kathy Schultze State Farm has been serving the Frederick community for [XX] years, providing a range of insurance products including auto, home, life, and health insurance. How to Apply: If you are passionate about sales, customer service, and have a desire to grow into an agency owner role, we encourage you to apply for this exciting opportunity at Kathy Schultze State Farm.

Bethesda, MD30+ days ago

By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience.

Gaithersburg, MD18 days ago

$115,000–$130,000 Per Year
Full-time
Employee

Strong knowledge of building systems and construction methods, including mechanical, plumbing, roofing, HVAC, electrical and elevators in high-rise, mid-rise and garden style communities, experience to include a strong understanding of complex central plant mechanical systems (cooling towers, heat exchangers, boilers, chillers, pumping systems, BAS) and site life safety systems (fire panel, wet/dry sprinklers, generators, etc.) and elevator maintenance. Support procurement and performance services related to maintenance, including, but not limited to, vendor service and general contracts, such as waste disposal, preventive maintenance, pest management, capital projects and repairs at the sites and all associated equipment in a safe and workmanlike manner in accordance with company policies and procedures.

sterling, VA30+ days ago

ROLE DESCRIPTION: As a Financial Account Representative – State Farm Agent Team Member with Landey Patton - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

Leesburg, VA30+ days ago

Leveraging the world’s largest clinical lab database, the organization offers insights to identify and treat diseases, promote healthy behaviors, and improve healthcare management. This role has direct contact with patients and creates an atmosphere of trust and confidence while explaining procedures and performing venipuncture in a skillful, safe, and accurate manner.

Leesburg, VA30+ days ago

Must demonstrate Superior Customer Focus; ability to communicate openly and transparently with peers, supervisors and patients; ability to accelerate and embrace change; and knowledge of our business. The PSR has direct contact with patients and creates an atmosphere of trust and confidence while explaining procedures to patients and drawing blood specimens in a skillful, safe and accurate manner.

New!

Bethesda, Maryland4 days ago

Our services are specifically designed for musculoskeletal (MSK) providers and go beyond that of a traditional MSO, empowering our clients with the precise infrastructure, data, technology, and administrative processes needed to thrive both today and tomorrow. The PFS Team Lead plays a pivotal role in supporting the Central Billing Office (CBO) by overseeing the daily operations of the Patient Financial Services team.

Kensington, MD30+ days ago

Silver Spring, Maryland30+ days ago

$18–$31.89 Per Hour

The Patient Service Representative (PSR) is responsible for providing the full scope of a) inbound and outbound access patient interactions and functions whether by telephone, internet or in-person, b) patient scheduling and logistics, c) executing daily workflows including cancellation, missed visit and tickler-recall deployment and d) executing revenue cycle claim scrubbing and missing slip completion. • Excellent interpersonal skills and ability to work effectively with physicians, co-workers, other departments and patients of all ages, and from across a broad range of cultural and social economic backgrounds.

Rockville, Maryland30+ days ago

$60,000–$70,000 Per Year

Key SkillsCustomer service & client supportApplication review and processingDocumentation verificationAttention to detailConfidential data handlingCommunication and problem solving$60,000 - $70,000 a year This role serves as a primary point of contact for applicants, assisting with application submissions, answering questions, and ensuring all required documentation is received and processed accurately.

Lincoln, Virginia30+ days ago

You’ll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor’s degree (or higher) with emphasis on business preferred. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work.

Columbia, Maryland30+ days ago

All interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. Incentives include but not limited to:• No cold calling• Qualified lead program• Advancement based on performance• Weekly pay• Mentorship and complete training• Industry leading tools and technology access• Work from home (web conference-based presentations).

College Park, MD30+ days ago

With a focus of making things easy, enjoyable and effective, the MSR brings a dynamic personality to ensure the delivery of exceptional member service through high levels of engaging communication, accuracy and efficiency while educating members on SECU products and services and making appropriate referrals. In addition to never being controlled by outside owners, one of the great perks of joining Team SECU is our total rewards package for all employees working 20+ hours per week, which includes: Compensation Information: Offers will be commensurate with experience and education.

Frederick, Maryland8 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

New!

Rockville, MD1 day ago

$20–$23 Per Hour

Whether collaborating with more than 200 highly respected physicians nationwide or partnering with colleagues who are passionate about solving meaningful problems, you'll be surrounded by a team committed to shared success. Our team members choose to build their career home at US Fertility because of the hope we inspire in our patients, the lives we help bring into the world, and the culture of excellence we foster across our organization.

Rockville, Maryland30+ days ago

The ideal candidate will provide exceptional customer service and recipient support, ensuring a smooth and efficient experience for clients while maintaining compliance with all internal and external regulations. Responsibilities: Serve as the primary point of contact for customers and recipients, addressing inquiries via phone, email, or in-person interactions.

COLLEGE PARK, Maryland30+ days ago

Organization : Name: WASHINGTON DC Default: Location : City: COLLEGE PARK Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

Rockville, Maryland30+ days ago

The Patient Service Representative (PSR) is responsible for providing the full scope of a) inbound and outbound access patient interactions and functions whether by telephone, internet or in-person, b) patient scheduling and logistics, c) executing daily workflows including cancellation, missed visit and tickler-recall deployment and d) executing revenue cycle claim scrubbing and missing slip completion. Excellent interpersonal skills and ability to work effectively with physicians, co-workers, other departments and patients of all ages, and from across a broad range of cultural and social economic backgrounds.

Leesburg, Virginia30+ days ago

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

New!

Hanover, PA4 days ago

Accountable for maintaining a close working relationship with clinical partners to assure continual open communication with pertinent information obtained such as any alias name changes, information blocks to prevent release of information, and behavioral health insurance payors to assure timely data integrity of accounts. As an Emergency Department Patient Services Representative, you'll be the friendly face patients meet first with duties like clarifying copays, assisting with financial matters including payment collection and connecting patients with financial advocacy resources.

Frederick, MD30+ days ago

$22–$24 Per Hour

Prepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances and closing of the branch. Handle account activities related to collection accounts, including phone calls and face to face communications with customers.

York, PA30+ days ago

Prepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances and closing of the branch. At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers.

Martinsburg, WV30+ days ago

Skill(s): Moderate reading, writing, and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; proficient eye-hand coordination; ability to operate various office machines; technical supervisory skills sufficient to provide guidance and training to other Customer Service Representatives; ability to lift approximately fifty (50) lbs. Refers customers requiring loan or deposit account servicing, inquiries about bank products and services or opening new accounts to the branch Relationship Advisor, Community Office Manager or appropriate business line specialist.

Myersville, MD25 days ago

Hagerstown, MD12 days ago

York, PA27 days ago

Headquartered in Whippany, New Jersey, Suburban Propane has been in the customer service business since 1928 and is a nationwide distributor of propane, renewable propane, renewable natural gas ("RNG"), fuel oil and related products and services, as well as a marketer of natural gas and electricity and producer of and investor in low carbon fuel alternatives, servicing the energy needs of approximately 1 million residential, commercial, governmental, industrial and agricultural customers through approximately 700 locations across 42 states. As a Customer Service Representative, you will serve as a main point of contact for our customers by handling inbound and outbound sales and service related calls and performing administrative functions ensuring the highest level of customer service, quality, efficiency and accuracy in all that you do.

Frederick, MD10 days ago

$16–$16.50 Per Hour

Ability to pushpull with arms up to a force of 20 pounds i.e. utilizing a hand-truckAble to reach overhead for objectsAbility to bend and twist at waistAbility to communicate orallyAbility to operate a cash register andor computer keyboardAbility to stoop kneel squat bend push and pullAbility to work aloneBe exposed to occasional noiseAbility to stand andor walk for an entire shiftMay require climbing a ladder to store and retrieve materials or place and remove signsWORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Physical activity inventory of the position includesAbility to be exposed to cold or warm temperature extremes performing occasional work in a walk-in cooler andor freezer and outdoorsAbility to occasionally lift andor carry up to 30 pounds from ground to overhead i.e. assisting in stockingmaintaining inventory levelsAbility to occasionally lift andor carry up to 50 pounds from ground to waist i.e. to replenish fountain syrups.

Rockville, MD8 days ago

$57,596–$86,330 Per Year

Continually assessing the status and up-to-date nature of Knowledge-Based Articles (KBA's) via direct customer interactions or independent observation and research (such as trending and emerging topics within the County, changes to the beginning and end dates of programs/services, conflicting information amongst publications) and proactively communicating needs and potential liabilities to management. This Position is ONLY Open to Montgomery County Government Employees: Current Montgomery County Government employees; Montgomery County employees who were affected by a reduction-in-force and currently have RIF priority rights; Active Montgomery County local fire and rescue department volunteers with at least 50 points under the length of service award program (LOSAP); or.

New!

Frederick, Maryland6 days ago

Security Controls: Reports all incidents including but not limited to employee or customer injuries, theft, property damage or improper sanitation or waste disposal to the Store Manager. Physical activity inventory of the position includes: Ability to be exposed to cold or warm temperature extremes performing occasional work in a walk-in cooler and/or freezer and outdoors.

Rockville, MD8 days ago

$51,703–$76,463 Per Year

Under the general supervision of a Program Manager, the MC311 CSR is responsible for answering incoming telephone calls in a professional and courteous manner by successfully using a combination of technology (laptop, software, internet, etc.) and exemplary soft skills (active listening, clear speaking, problem solving, etc.). The Department of Technology & Enterprise Business Solutions (TEBS) Customer Service Representative-I, Grade 13; MC311 Customer Service Center is Montgomery County's premier source for non-emergency government information and services.

New!

Martinsburg, WV1 day ago

Identify and assess customers' needs to recommend appropriate banking products and services.* Process transactions accurately and efficiently, including deposits, withdrawals, and transfers.* As one of the leading banks in the region, we pride ourselves on providing exceptional service to our customers, and we're looking for talented individuals who share our commitment.

Leesburg, VA30+ days ago

This position engages customers with their financial needs by regularly promoting, describing, selling and cross-selling other bank products and services. John Marshall Bank has an immediate opening for a Customer Service Representative to join our team of qualified professionals in our Loudoun Branch.

Charles Town, WV26 days ago

As one of the leading banks in the region, we pride ourselves on providing exceptional service to our customers, and we're looking for talented individuals who share our commitment. Responsibilities: Provide exceptional customer service by promptly and effectively addressing customer inquiries and resolving issues.

Westminster, MD30+ days ago

$16.16–$20.66 Per Hour

Client Service Coordinator needed for Banfield Pet Hospital in (Westminster, MD LOCATION)!SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services· Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.·

New!

Germantown, Maryland4 days ago

$18–$24 Per Hour

When you join usas a Patient Service Representative,you will be joining a dedicated team of professionals who deliver quality, value, and access in the 21st century and align all stakeholders- patients, providers, payors, and regulators to achieve the best clinical outcomes. Able to thrive in a fast-paced environment, have a knack for prioritizing work with a structured approach, and enjoy providing world-class customer service.

Rockville, Maryland30+ days ago

This role is responsible for delivering exceptional customer support while handling inquiries related to financial transactions, billing, accounts, or patient/client services. Assist customers with account questions, billing inquiries, payments, and service-related issues.

Clarksville, Maryland29 days ago

Acts as supervisor for teller staff when necessary, to include disbursing/receiving cash between vault and tellers, calculating and ordering sufficient change fund (for Branch and ATMs), verifying incoming cash delivery from armored carrier, performing overrides, assisting tellers with problems/balancing issues and ensuring vault/accounting center is in balance. Reviews Tower Federal Credit Union (TFCU) and branch security procedures with MSRs to support risk management; overall safety and soundness of the credit union; and to ensure that MSRs maintain an awareness of security risks in the areas of member identification, elder abuse, membership eligibility, confidentiality, phishing/vishing attempts and overall physical branch security.

York, PA30+ days ago

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Columbia, MD28 days ago

As a Customer Service Representative with American Pest, your goal is to be a friendly, helpful, knowledgeable, and professional point of contact for our customers and ensure their needs are met in a manner that reflects positively on the company. A business will live and die based on how well it treats its customers, so this fast-paced, high-volume, inbound call center is an incredibly important component of the continued success of American Pest.

Westminster, Maryland8 days ago

$18–$26 Per Hour

Westminster, Maryland14 days ago

Frederick, Maryland30+ days ago

What You'll Do / Your ImpactClient Partnership & Risk StrategySupport Commercial Lines Account Managers with day-to-day servicing of existing client accounts. Why Alera GroupMeaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction.

Westminster, MD12 days ago

When you join us as a Patient Service Representative, you will be joining a dedicated team of professionals who deliver quality, value, and access in the 21st century and align all stakeholders- patients, providers, payors, and regulators to achieve the best clinical outcomes. Able to thrive in a fast-paced environment, have a knack for prioritizing work with a structured approach, and enjoy providing world-class customer service.

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Financial Services Representative Jobs in Frederick, MD

Retail Customer Service Associate FedEx

Mortgage Advisor Weichert, Realtors

Store Sales Manager Mattress Firm

Retail Store Manager – Team Leader Mattress Firm

Financial Services Representative Alexander Brown - State Farm Agency

Financial Services Representative – State Farm Agent Team Member Chris Aguirre - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Kathy Schultze - State Farm Agent

Financial Services Representative - State Farm Agent Team Member David Munson Agency

Director of Maintenance (Multi-Family/Affordable Property Management) Company Confidential

Financial Account Representative – State Farm Agent Team Member Landey Patton - State Farm Agent

Phlebotomist Patient Services Representative GTT

Phlebotomist Patient Services Representative GTT, LLC

Patient Financial Services Lead MedVanta Careers

Financial Representative – State Farm Agent Team Member Chris Aguirre - State Farm Agent

Financial Account Representative – State Farm Agent Team Member Chris Aguirre - State Farm Agent

Patient Services Representative Prism Vision Group

Applicant Services Representative Latitude

Personal Financial Representative - VA Allstate

Work From Home - Client Services Representative AO Garcia Agency

Member Services Representative SECU

College Financial Representative, Internship Program Northwestern Mutual

Patient Services Representative US Fertility

Customer/ Recipient Services Representative (Banking/Credit Union) Latitude

Financial Representative Western & Southern Life

Patient Services Representative PRISM Vision Group

Sales & Service Representative (Universal Banker) First Citizens Bank

Emergency Department Patient Services Representative University of Pittsburgh Medical Center

Customer Service Representative (Loan Consultant II) Lendmark Financial Services LLC

Customer Service Representative (Loan Consultant I) Lendmark Financial Services LLC

158 - Edwin Miller - Customer Service Representative First United Corporation

141 - Myersville - Customer Service Representative First United Corporation

143 - Washington County Floater - Customer Service Representative First United Corporation

Customer Service Representative in York, Pennsylvania | Careers at York, PA UNAVAILABLE

Customer Service Representative Circle K Stores Inc

Customer Service Representative II, Grade 16 Montgomery County, Maryland

Customer Service Representative Circle K Stores

Customer Service Representative I, Grade 13 Montgomery County, Maryland

Customer Service Representative City National Bank

Customer Service Representative John Marshall Bank

Customer Service Representative City National Bank of West Virginia

Client Service Representative Banfield Pet Hospital

Patient Service Representative Community Radiology Associates

Customer Service Representative (Accounting, Banking or Healthcare Experience)- Onsite Latitude

Senior Branch Member Service Representative Tower

Customer Service Representative - State Farm Agent Team Member Ryan California - State Farm Agent

Customer Service Representative American Pest

Patient Service Representative Advanced Radiology

Patient Service Representative Dental Care Alliance

Client Service Representative Alera Group

Patient Service Representative RadNet Inc

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