Financial Services Representative Jobs in Washington, DC
Hajoca Corporation
$33.65 - $38.46
Alexandria, VA
Be able to ask probing questions to understand customer needs, overcome objections by recommending profitable solutions, explain our value-added services, and ask for the order and close the sale. Effectively use Microsoft Office software (Outlook, Word, Excel) to communicate via email, to maintain weekly sales plans, call reports, and customer contact files, and to analyze customer data.
Passport Auto Group
$60000 - $150000
Suitland, MD
Passport Auto Group is a family-owned and operated automotive group founded in 1991, serving the Washington, D.C. metropolitan area with nine dealerships and a collision center. Known for our commitment to superior customer service and community involvement through Passport Cares, we represent brands like BMW, Nissan, INFINITI, MINI, Toyota, and Mazda.
Weichert, Realtors
Germantown, MD
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.
United Rentals
Manassas, VA
As an Inside Sales Rep, you will serve as a key customer contact and consultant at our Trench Safety branch, with responsibility for recommending solutions to the customer, quoting, selling and fulfilling orders for our equipment and services based on their needs. Establish new rental and sales accounts by serving walk-in and call-in customers; generate leads for new business and communicate leads with Outside Sales Representatives.
United Rentals
$70000 - $110000
Elkridge, MD
You'll be responsible for leasing and selling storage products, ground level offices, mobile offices, modular buildings, liquid storage tanks, and ancillary products. We're an award-winning company (recently named a Glassdoor Best Place to Work in 2026) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family.
Pratum Companies
$90000 - $95000
Annandale, VA
Manage and oversee assigned communities in the most efficient and profitable manner possible given existing market conditions consistent with the goals and objectives of the company and property owners, seeking to maximize revenue and minimize expenses while still maintaining the proper level of service and curb appeal. This role is exempt and has an anticipated annualized base salary range of $90,000-$95,000 for a new employee depending on a number of relevant factors including individuals’ experience, qualifications, knowledge, skills, abilities, client/property or company budgetary limitations/guidelines, and other job-related company and market considerations.
Leidos
$82550 - $149225
Manassas, VA
Primary duties include managing the Logistics Liaison Officers (LNOs), communicating with PMs/DPMs/Program Ops managers to fulfill contract requirements and customer requests, managing Directorate spend plans, work authorizations, and proposal efforts. Primarily through coordinating response to emerging logistics requirements with cross functional support teams necessary for planning, purchasing, supply distribution, property accountability, transportation, maintenance, disposition, and other logistics requirements necessary for integration, test, deployment, sustainment, relocation, or demobilization.
Advisors DC Virginia
$75000 - $125000
Reston, VA
Inside Sales Rep position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Pharm Sales Retail Educators Graduates Agent Financial Services Assistant Leasing Accountant Coordinator Representative Transitioning Military Personnel Business Graduates Leasing and Loan Services. You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.
Pratum Companies
$115000 - $130000
Gaithersburg, MD
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.
Pratum Companies
Alexandria, VA
The position requires the ability to read and write English fluently, the ability to accurately perform intermediate mathematical functions and the ability to understand and perform all on-site resident management software functions. Pratum Companies is a growing company that is looking for talented professionals who want to be part of a strong team focused on providing superior management services to our residents and owners.
University of the Potomac
Washington, DC
WORKING CONDITIONS – Conditions are those of a typical office environment, requiring frequent oral and written communication with students and colleagues, and the ability to enter data and written communications accurately in electronic format in a timely manner. · Responds to student account-related questions regarding statements, payment options, payment deadlines, tuition rates, and 1098T tax forms.
Alexander Brown - State Farm Agency
Columbia, MD
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.
BB&E
Fort Belvoir, VA
Support contract and project-level acquisition, management, closeout, and evidentiary matter requirements for all stakeholders; coordinate with applicable parties, to include contracting and project management personnel, to collect, review, analyze, coordinate, and deliver such documentation. •Draft administrative support documents and assemble complete documentation required for design and construction acquisition and modification packages; draft DD Form 1354s, Base Support Letters, and other applicable design and construction support documents.
Anne Arundel Medical Center
$17.5 - $25
Annapolis, MD
Interacts in professional manner with PFS department members, hospital and external peers, occasionally leadership on special projects as determined by PFS management. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.
Axle
$120000 - $150000
Tysons, VA
This role is designed for a self-directed builder who can independently identify opportunities, develop strategic relationships, and convert Axle's data, analytics, and technology capabilities into high-impact commercial engagements. Axle Informatics is a bioscience and information technology company that offers advancements in translational research, biomedical informatics, and data science applications to research centers and healthcare organizations around the globe.
SGI Global, LLC
Washington, DC
This role serves as the contractor's single point of contact and is responsible for the overall management and execution of contract requirements supporting DHS S&T financial support services. SGI Global is seeking a Part-Time Program Manager to support the Department of Homeland Security Science and Technology Directorate, Finance and Budget Division.
Prism Vision Group
$18 - $34.68
Fairfax, Virginia
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. • Obtain legal photo identification and (if applicable) insurance card(s) and validate patient identity and coverage prior . to services being rendered to ensure patient safety and financial reimbursement.
GTT
Leesburg, VA
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.
United States Senate Federal Credit Union
$61375.95 - $92063.93
Washington, DC
Complies with all applicable rules, regulations, and statutes of the NCUA and other appropriate governing bodies to include but not limited to the credit union bylaws, credit union code of conduct, credit union employee guidebook, Bank Secrecy/Anti-Money laundering Act, Fair Housing Act, Fair Lending Act, and Fair Credit Reporting Act. Experience: Three (3) years of supervisory/managerial responsible experience in a branch (preferred) or contact center environment with prior consumer lending, teller operations, collections, new accounts, banking regulations operations preferred.
GTT, LLC
$19.85 - $21.8
Woodbridge, VA
Leveraging one of the world’s largest clinical laboratory databases, the organization delivers insights that help identify and treat disease, promote healthy behaviors, and improve healthcare outcomes worldwide. In this role, you will collect high-quality blood samples, prepare specimens for laboratory testing, and follow established procedures to ensure safety, accuracy, and patient confidence.
First Citizens Bank
Leesburg, Virginia
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.
Pediatric Specialists of Virginia
Ashburn, VA
Registers patients for multiple outpatient servicesRegisters patients accurately, efficiently and professionally to ensure data integrity and facilitate timely claims processing, as well as, collecting patient liabilities at point of service . Provides a variety of administrative and clerical support to facilitate the smooth operation of the overall clinicCommunicates effectively and works cooperatively with providers and clinical staff to ensure clinics run smoothly.
Western & Southern Life
COLLEGE PARK, Maryland
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.
Northwestern Mutual
$500 - $1000
Ellicott City, Maryland
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.
Anne Arundel Medical Center
$17.5 - $26
Annapolis, MD
PBO Customer Service Representatives explain insurance and self-pay liability and assist customers in finding solutions to pay their balances by: collecting money over the phone, establishing payment plans, acting as a liaison for accounts in bad debt and determining eligibility for state/local programs including Luminis Health medical financial assistance programs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions: The PBO Customer Service Representative is responsible providing exceptional customer service to customers while resolving billing concerns and self-pay collections while adhering to compliance with policies and regulations.
UNAVAILABLE
$17.4 - $21.8
Waldorf, MD
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.
UNAVAILABLE
$17.4 - $21.8
Rockville, MD
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.
United States Senate Federal Credit Union
$49131.76 - $73697.64
Washington, DC
Ability to cross-sell products and services; attention to detail; Experienced with basic PC applications such as Word, Excel, and Outlook; knowledge of Credit Union policies and procedures with particular emphasis in teller and member service areas preferred. Actively engages and participates in training, coaching sessions, team meetings, group discussions and motivational/ promotional activities with the organization.
Highmark Health
Annapolis, MD
Analyze and develop network retention strategies for follow up services to providers by establishing and maintaining contact and rapport with dental staff members, office managers, insurance coordinators, hygienists and dentists throughout an assigned territory by scheduling face-to-face meetings with dental offices. + Communicate and maintain effective working relationships both internally and externally (providers, dental industry, organized dentistry and dental consultants) keeping management informed on related healthcare industry issues/topics.
Ferguson Enterprises, Inc.
$48588 - $79185
Washington, District of Columbia
Ferguson, a Fortune 500 company, is proud to provide best-in-class products, service and capabilities across the following industries: Commercial/Mechanical, Facilities Supply, Fire and Fabrication, HVAC, Industrial, Residential Trade, Residential Building and Remodel, Waterworks and Residential Digital Commerce. Our associates provide expert advice and a range of products and services our customers want to improve their construction, renovation and maintenance projects.
JBG SMITH
Arlington, VA
Driven by a desire to build relationships, Customer Service Representatives naturally excel at connecting with residents and providing superior service to ensure that we deliver the best in apartment living. Passion for providing exceptional customer experiences and embodying our core customer service elements of: CARING – Demonstrated passion for caring about customers and co-workers alike.
Anne Arundel Medical Center
$17.5 - $26
Annapolis, MD
Adheres to the compliance policies of the department and organization (i.e. timely arrivals, minimal absences, appropriate attire, readiness for work, adherence to the department working schedule, follows AAMC policies regarding personal electronic devices, and other policies as outlined by the organization). Maintains knowledge of departmental issues and hospital-wide changes by attending appropriate meetings and in-services and by keeping abreast of all appropriate written and electronic materials provided to the employee.
Lafayette Federal Credit Union
$38662 - $45000
Rockville, Maryland
Consider a Lafayette Federal career if you want: An opportunity to make an impact in the lives of our membersA chance to work with some of the best minds in banking todayA forward-thinking benefits plan and competitive payAn environment that values differences in people Employee Benefits: We are committed to maintaining an attractive benefits package that gives those with Lafayette Federal careers the resources they need to effectively manage their health, promote their well-being and help plan an exciting future. Our ideal candidate will have entry-level banking and/or retail experience with cash handling, customer service experience, strong verbal communication, and understands the importance of maintaining confidentiality, privacy and professionalism as a front-line representative of our institution.
Lafayette Federal Credit Union
$38662 - $45000
Washington, District of Columbia
Consider a Lafayette Federal career if you want: An opportunity to make an impact in the lives of our membersA chance to work with some of the best minds in banking todayA forward-thinking benefits plan and competitive payAn environment that values differences in people Employee Benefits: We are committed to maintaining an attractive benefits package that gives those with Lafayette Federal careers the resources they need to effectively manage their health, promote their well-being and help plan an exciting future. In addition to our Top Workplaces recognition by USA Today, we have also been recognized nationally by (1) Newsweek’s America’s Best Bank’s list, (2) we’ve received a 5-star rating from Bauer financial, and (3) we’ve also received national recognition by S&P Global’ s Top Performing Credit Union’s!
Christian Durand - State Farm Agency
Gaithersburg, MD
The Durand Insurance & Financial Services is licensed in Washington DC, Maryland, and Virginia, and offers multilingual services in English, French, and Spanish. As a CS Representative, you will be the frontline hero for our customers, providing outstanding support and resolving complex inquiries.
JBG SMITH
$22 - $24
UNAVAILABLE, DC
Ensure new residents have a seamless move-in experience by conveying important information and requirements to resident ahead of move-in day in accordance with JBG SMITH policies, completing pre move-in inspections of apartment homes to address any deficiencies prior to move-in, coordinating reservation of loading dock and freight elevator, assisting resident as needed with setup of utilities, renter’s insurance, and Internet access. Ensure residents moving out have seamless experience departing the community by arranging pre move-out inspections with service team, coordinating reservation of loading dock and freight elevator, assisting resident as needed with transferring utilities back to building’s name.
Carrie Skinner State Farm
$40000 - $48000
Columbia, MD
As a Customer Service Representative with Carrie Skinner State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
Dental Care Alliance
Fairfax, Virginia
They will answer phones, handle patient inquiries, make appointments, and assist with the completion of the patient’s treatment plans through acceptable financial arrangements while being flexible in handling requests and projects assigned by other staff and/or the Office Manager. Overview: Dental One Associates is looking for a Patient Service Representative to support our office located in Fairfax, Gainesville, Springfield, VA to join our clinical team by providing a high level of patient care and satisfaction while operating team-based environment.
Dental Care Alliance
Fairfax, Virginia
They will answer phones, handle patient inquiries, make appointments, and assist with the completion of the patient’s treatment plans through acceptable financial arrangements while being flexible in handling requests and projects assigned by other staff and/or the Office Manager. Overview: Dental One Associates is looking for a Patient Service Representative in Fairfax, VA to join our clinical team by providing a high level of patient care and satisfaction while operating team-based environment.
Prism Vision Group
$18 - $31.89
Chevy Chase, Maryland
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.
BELLE GROVE ENTERPRISE LLC
$16
Baltimore, MD
Operates Private Branch Exchange (PBX switchboard) equipment to handle incoming calls, outgoing calls, wake up calls, do-not-disturbs and the paging of guests, all while maintaining guest and staff privacy and security. Handles departmental cash drawer, accounting of monies, credit card receipts, guest accounts, and other forms of credit and cash handling guidelines.
TEKSOUTH CORPORATION
Washington, DC
Case Management System (CMS) Oversight: Competently operate CMS to initiate, update, and monitor cases, ensuring timely follow-up and resolution within established deadlines (e.g., closing cases within 45 days, submitting new CMS cases within 5 days of FSO submittal). Your responsibilities will include, but are not limited to, a weekly rotation of critical duties: Military Pay Expertise: Utilize the Joint Military Pay System (JMPS) to promptly address inquiries and rectify transactions for military members.
Metropolitan Animal Emergency and Specialty Center
$19 - $23
Rockville, MD
Today, its network of 360+ primary, emergency, and specialty hospitals across the U.S. cares for pets of all ages and health needs, while portfolio companies provide tools and technology that help veterinary teams work smarter and deliver better care. Metropolitan Animal Emergency and Specialty Center is looking for afull-time Veterinary Client Service Representative to join our team as part of the Thrive Pet Healthcare community in Rockville, MD.At Metropolitan Animal Emergency and Specialty Center, you will have the support, tools, and resources to elevate your skills.
Elite Root Canal Specialties
$18 - $22
Laurel, Maryland
The successful candidate will be responsible for administering the day-to-day activities of the business office, including:Maintenance of the records of patients. WE ARE LOOKING FOR A TRUE RAY OF SUNSHINE - after all, the customer service representative is the first and last point of contact that our patients have with our team.
United States Senate Federal Credit Union
$47772.01 - $71658.01
Alexandria, VA
Complies with all applicable Rules, Regulations and Statutes of the NCUA and other appropriate governing bodies to include but not limited to: the Credit Union Bylaws, Credit Union Code of Conduct, Credit Union Employee Guidebook, Bank Secrecy/Anti-Money Laundering Act, Fair Housing Act, Fair Lending Act, and Fair Credit Reporting Act. Communication: Requires excellent interpersonal skills, the ability to communicate through multiple channels and the ability to listen to member needs and to advise appropriate Credit Union products and services.
Municipal Employees Credit Union of Baltimore, Inc.
$20 - $21.59
Baltimore, MD
At MECU, we prioritize the well-being and growth of our employees by offering a comprehensive benefits package that includes but not limited to: Medical, Dental, and Vision Coverage: Plans are available for both employees and their families to ensure comprehensive health coverage. While performing the duties of this position, the successful candidate is regularly required to sit; use hands and fingers to handle objects, tools, keyboards or controls; talk and hear.
Northwest Federal Credit Union
Chantilly, Virginia
Overview: The Member Service Representatives facilitate member service transactions and support services to positively impact member experience, sales and service expectations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or HRDepartment@nwfcu.org.
Northwest Federal Credit Union
Manassas, Virginia
Overview: The Member Service Representatives facilitate member service transactions and support services to positively impact member experience, sales and service expectations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or HRDepartment@nwfcu.org.
Community Radiology Associates
$18 - $24
Germantown, Maryland
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.
Virginia Imaging Services, Inc.
$21 - $24
Annandale, Virginia
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.