Banking And Financial Services Jobs in Md Remote

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

• Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Efficiently manages time and capacity
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

• Strong computer skills with an ability to multitask in a demanding environment
• Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
• Obtained insurance licenses

• Account Management
• Advisory
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay and benefits information

Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

LHC Group is hiring for a Financial Intake Specialist in Frederick, MD! Hourly Rate: $17 - $20 depending on experience.

Verifies insurance eligibility and benefits of prospects/referrals and determines LHC rate requirements as it relates to in or out of network coverage on a daily basis in an accurate and timely manner. Communicates patient benefits in a timely manner using the appropriate legacy system and associated software application as found in patient notes, tasks, workflow, email and or phone calls with our agencies. Documents and forwards patient deductible, out-of-pocket expense, lifetime maximum, home health or hospice days, and patient responsibility to agency in an accurate and timely manner. Reviews and replies to branch location's urgent requests in a timely and accurate manner. Initiates one time letters of agreement (LOAs) and negotiates rates as dictated by established policies and procedures in a timely manner. Obtains all authorization as needed from payer for services ordered/requested in a timely manner. Documents specific details related to the authorization including effective and end dates using the appropriate legacy system and associated software application via patient notes, authorizations, tasks, workflow, phone calls and/or email. Serves as a liaison between the branch location and the payer on a regular basis. Coordinates and communicates with the branch location regarding any changes or updates from the payer in a timely manner. Manages work assignment to ensure all tasks and coordination notes are completed in a timely manner. Resolves all customer requests, inquiries, and concerns in an expedient and respectful manner. Problem solves independently before referring issues to the Supervisor/Manager for resolution. Performs eligibility and or similar, comparable, or related duties as may be required or assigned.

Formal Education: High School Diploma or equivalent

Experience: 1 year Insurance verification and authorization experience required. Revenue cycle experience desired.

Excellent oral and written communication skills. Excellent organizational and analytical skills. Independent thinker.

Basic PC skills including PC based applications (MS Word, Excel). Mathematical aptitude. Detail Oriented

Company Overview: LHC Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. At LHC Group we are proud to offer benefits that support your physical and emotional wellbeing.

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

Responsibilities include:

• Provides personal financial counseling and management services directly to service members and their families.
• Assists service members in establishing a spending plan for extended absences.
• Develops and makes available informational financial materials to service members and families.
• Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
• Responds to requests for age-appropriate classes or seminars.
• Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
• Manages duty to warn situations according to Department of Defense (DoD) protocol.
• Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
• Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
• All other duties as assigned.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Other job requirements include:

Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 3+ years of financial counseling experience. Must be a U.S. citizen and speak fluent English. If required by the contract, must be bilingual in English and Spanish. Be able to obtain a favorably adjudicated Tier 2 investigation. Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Salary range: $58,440 to $93,500. This position may be eligible for short-term incentives as well as a comprehensive benefits package.

Jiffy Lube Service Advisors are responsible for creating a positive guest experience and providing the highest level of customer satisfaction. During face-to-face customer interaction, the Service Advisor offers service recommendations, impartial advice, detailed service information and communicates any concerns or special circumstances that impact overall satisfaction. This is an important job in our Jiffy Lube stores and critical to our success. And every J-Team member receives comprehensive training from Jiffy Lube University, our award-winning training program. We even offer Ace Accreditation of up to 32 college credits for completion and certification of Jiffy Lube University courses.

Physical Qualifications:

• Must be able to operate equipment such as overhead and floor mounted oil and grease guns, transmission machine, air conditioner service machine, radiator service machine, hand tools and basic shop equipment
• Must be able to lift and move work-related items up to 50 pounds
• Must be able to push, pull, lift, and bend at the knees and waist, twist body at the waist, raise and hold arms overhead, and turn head-neck-shoulders as needed

Job Duties Include, but are not limited to:

• Providing Jiffy Lube Guests' with exceptional and world class customer service
• Understanding the full range of Jiffy Lube products and services
• Accurately capturing guests' product needs and providing updates throughout the process
• Offering our guests options that are tailored specifically to their automotive needs
• Giving impartial advice to ensure that our guests are aware of Manufacturer
• Time and mileage recommendations
• Performing Jiffy Lubes' Signature Service oil change (as required), replacing fluids, filters, wiper blades and other preventative maintenance services.

Once you've become certified, you will be eligible for advancement opportunities and training in other positions [Supervisor-Key Holder and Assistant Manager].

Qualifications:

Previous experience is essential and requires a minimum of 1-year working for a dealership, automotive shop, tire center or quick lube. Simply put, we're looking for people who can provide exceptional customer service.

Full-Time Perks:

• Starting Rate of Pay of $16 to $25 an Hour
• Medical, Dental, and Vision Insurance
• Paid PTO (personal time off) & Holidays
• Uniforms, Advancement, Company Discounts
• Flexible Work Schedule, a Great Team Environment, and more.

Business Model & Culture:

• Fast paced and team-oriented environment
• World class JLU training to meet all challenges
• Customer driven building strong relationships
• Value teammates and recognize their contributions
• Being inclusive and having equal access to opportunity

Jiffy Lube - Store 993 - Edgewood

1812 Pulaski Hwy, Edgewood, MD, 21040

Kalkreuth Roofing and Sheet Metal is one of the nation's largest roofing contractors in the country and strives to maintain a progressive vision for the future. Kalkreuth specializes in complex commercial exterior envelope applications in various markets throughout the country. The company boasts an extensive project portfolio including clients in the automotive, chemical, government, education and healthcare industries. With a wealth of resources and an extensive construction industry network, Kalkreuth has the capabilities to complete any project according to specifications.

Duties & Responsibilities:

* Job site visits, measuring, and inspecting commercial and residential roofs

* Develop estimates for design-build, TFO, preventative maintenance agreements, and repairs of all roof types

* Ability to diagnose roof leaks and deficiencies on all types of roof systems

* Provide outstanding customer service to potential and existing customers

* Generate new business

* Project Management from inception to completion and timely follow-up

* Project a professional company image both in person and on the phone

* Other duties as assigned

Qualifications:

* 5 years experience in the roofing/construction industry

* Bachelor's degree preferred, but will accept construction experience in lieu of

* Previous experience with Single Ply Membrane, Built-Up Roof Systems, Shingle Roof Systems and Metal Roof Systems is required

* Proficient knowledge of Microsoft Office

* Strong organizational, prioritization and time management skills

* Excellent communication skills; both internal and external

* Ability to thrive in a fast-paced work environment

* Must possess a valid driver's license

* Proficient in all Microsoft Office applications

Benefits:

* Competitive Salary

* Medical, Dental, and Vision Insurance

* Disability (Short and Long Term Disability)

* Life Insurance

* 401(k)

* Paid Time Off

Accessibility: If you need an accommodation as part of the employment process please contact Human Resources at

Phone: 3

Email:

Equal Opportunity Employer, including disabled and veterans.

If you want to view the Know Your Rights: Workplace Discrimination is Illegal poster, please choose your language: English - Spanish - Arabic - Chinese

English - Spanish - Chinese

If you want to view the Pay Transparency Policy Statement, please click the link: English

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Must be located within one hour of Pottstown, PA.

Are you stuck in your mundane Job with no growth opportunity? Are you looking to blend hard work and FUN?

Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.

Position Summary:

Member Advocate - Member Experience Center-Call handles member requests and provides exceptional member service, using product knowledge to recognize cross sell opportunities and refer to appropriate credit union specialists.

Supervisory Responsibilities:

No direct reports.

Essential Functions:

• Effectively handle incoming calls, making sure all calls are answered within 2 rings, while ensuring established average speed of answer performance and abandon rate standards are met.
• Assist members with general inquiries, account management, routine account-related requests such as: account reconciliation, evaluation and explanation of products, service fee and overdraft charges, up to and including fee refunds, transfer of funds, stop payment requests, debit cards (i.e.: usage, limits and dispute processing), credit card and loan payment processing, account maintenance changes (i.e.: name/address, phone, etc.) check reorders and interaction with internal support departments and 3rd parties.

Required Skills / Abilities:

• Demonstrated dedication to positive, member-focused service.
• Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
• Good organizational skills and attention to detail.
• Ability to work through member situations and provide effective and accurate resolutions.
• Good technical skills and ability to work with multiple systems.
• Ability to be available at 8:00am M-Sat.
• Available to work until 5:00pm M-W, 7:00pm Th, 6:00pm Fri, and 1:00pm Sat on a rotational basis.

Education / Experience:

• High school diploma or equivalent.
• Two plus years of customer service experience, preferably within a financial institution.

Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.

Overview:

Our client, is a U.S. Fortune 1,000 company and a major process services provider to government health and human services agencies in the United States seeks a Bilingual Customer Service representative.

*** Candidate must be authorized to work in USA without requiring sponsorship ***

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*** Location: Rancho Cordova, CA 95670

*** Duration: 3+ months

Important:

• Schedule: Monday–Friday, 9:00 AM–6:00 PM PST
• Work Arrangement: Initial training onsite; remote work permitted after training completion

Job Overview:

The Bilingual CSR will support customers by handling inbound and outbound calls, assisting with enrollment-related transactions, and providing accurate information regarding program services, policies, and procedures. This role requires strong communication skills, adaptability, and the ability to perform effectively in a fast-paced, production-driven environment.

Job Functions:

• Respond to inbound 800-line calls and complete outbound support calls.
• Answer customer questions clearly and professionally, escalating or referring callers to supervisors, county representatives, or state agencies when needed.
• Assist beneficiaries with enrollment transaction requests, as applicable.
• Maintain current knowledge of client programs, policies, procedures, and desk guidelines.
• Ensure adherence to contract compliance provisions relevant to the role.
• Follow all position-specific policies and procedures while meeting quality and production expectations.

Required Qualifications:

• High school diploma, GED, or equivalent certification.
• At least 1 year of experience in customer service, call center, or a related field.
• Bilingual fluency in English and one of the following languages: Spanish, Japanese, Thai, Laotian, Mandarin, Cantonese, Cambodian, Korean, Russian, Vietnamese, Tagalog, or Armenian.
• Strong computer literacy and ability to quickly learn new software programs.
• Ability to follow procedures and meet established quality and productivity standards.
• Excellent organizational, interpersonal, written, and verbal communication skills.
• Ability to work both independently and collaboratively as part of a team.

Preferred Requirement:

• Experience in a health or human services environment.
• Prior public-facing call center experience.

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I'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you.

Sam Banga

Lead Recruiter

Company Overview:

Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients' businesses forward.

Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.