Banking And Financial Services Jobs in Md

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

Title: Customer Service Representative

Location: On-site in Baltimore, MD

Pay Rate: $ 18/hr on W2

Terms of Employment

• W2 Contract, 12 Months

• This role is full-time onsite reporting in Baltimore, MD

• Work Schedule: 08:00 am- 05:00 pm

Responsibilities:

• Handling complex or escalated customer inquiries, issues, and requests via phone, email, or chat.

• Providing in-depth information about products or services, including detailed explanations of features, pricing, and specifications.

• Processing complex orders, returns, and exchanges accurately and efficiently.

• Resolving escalated customer complaints or issues in a timely and effective manner.

• Acting as a point of contact for other customer service representatives for guidance and support.

• Mentoring and training junior customer service representatives.

• Maintaining accurate and detailed records of customer interactions and transactions.

• Analyzing customer feedback and trends to identify areas for improvement.

• Collaborating with other departments, such as sales or marketing, to address customer needs or concerns.

• Keeping up-to-date with product knowledge, industry trends, and company policies.

Required Skills & Experience

• Junior Level experience required.

• Need prior large volume of utility call center experience

• Previous customer service experience/call center experience.

• Handling Inbound and Outbound calls

• Solid understanding of customer service principles and practices.

• Excellent communication and interpersonal skills.

• Strong customer focus.

• Ability to handle difficult or challenging situations with professionalism and empathy.

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.

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We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:

Assist customers with questions and recommendations

Manage sales transactions while working assigned cash register

Maintain security of cash and protect company assets

Keep the store well-stocked, and recover merchandise

Receive merchandise and help with unloading trucks, stock replenishment in accordance with productivity standards

Ensure a positive, safe, and respectful environment while maintaining professional and friendly interactions with customers, associates, and leaders

Responsible for maintaining the cleanliness throughout the store, including cleaning and restocking bathrooms, sweeping and mopping floors, taking out the trash, and ensuring all areas are neat and presentable

Other duties as assigned

Skills and Experience:

High school diploma or equivalent is preferred

Previous customer service experience in retail, hotel, restaurant, grocery, or drug store environment is highly preferred

Ability to follow instructions and interpret operational documents is required

Must be able to lift between 30 and 50 lbs. from floor to above shoulder height and meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting

Excellent customer service and relationship management skills are required

Strong organizational and communication skills are required

Strong problem-solving and decision-making skills are required

Perks and Benefits:

We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer:

Employee Assistance Program

Retirement plans

Educational Assistance

And much more!

We are an equal opportunity employer and committed to recruiting, hiring, training, and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. In accordance with local laws in AZ, AR, CO, FL, GA, ID, IL, IA, KS, ME, MS, MO, MT, NE, NV, NH, NM, ND, OK, OR, SC, SD, TN, TX, UT, VT VA, WV, WI, and WY, minors are also eligible to be considered for employment in certain roles.

We are committed to complying with the Americans with Disabilities Act (ADA) and providing reasonable accommodations to qualified individuals with disabilities.

This job specification should not be construed to imply that these requirements are the exclusive standards of the position. This is not to be considered a complete list of job duties, which appear in the job description for this position, and which may be amended from time to time at our discretion. Incumbents will follow any other instructions and perform any other related duties as may be required by their supervisor.

Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment is at-will, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice.

Part time

7327 Landover Road, Landover, Maryland 20785-1802

00660 Dollar Tree

Min:15 Max:15.5

At Arbon Equipment, a Rite-Hite Company, your work makes an impact. We deliver industry-leading solutions that keep workplaces safe, productive, and efficient. When you join Arbon Equipment, you're not just selling or servicing equipment - you're building trusted partnerships with customers and growing your career with a company backed by the strength of Rite-Hite's global innovation.

Being a Service Technician holds a sense of integrity and independence. You are the face of the organization with our customers as you maintain Rite-Hite products in Elkridge and surrounding areas within Maryland from a service truck which you can house at your residence. The opportunity from our Elkridge, MD, office offers a career for you to grow your skillset and make a daily impact!

Description:

Rite-HiteService Technicianswill install, maintain, and repair loading dock equipment and industrial doors at customer facilities. In addition, Service Technicians act as a technical resource for our customers and our sales force. This position works independently or in small teams in a field service environment, and is a primary customer contact.

Rite-Hitesells the best and we hire the best. This position requires experience welding and working with mechanical, hydraulic, and electrical systems. Prior experience in the repair or installation of industrial equipment is preferred. Selected candidate must be able to work independently in a field environment. Good customer service skills are required. This position requires the ability to work outdoors, at heights, and lift up to 100 pounds. As this position requires driving a company vehicle, a pre-employment drug test and clean driving record are required, as is a DOT physical.

What We Offer

At Arbon Equipment - A Rite-Hite Company, we take care of our people - because when you're supported, you can do your best work. Our benefits are designed to support your health, your future and your life outside of work:

• Health & Well-being: Comprehensive medical, dental, and vision coverage, plus life and disability insurance. A robust well-being program with an opportunity to receive an extra day off and more.

• Financial Security: A strong retirement savings program with 401(k), company match, and profit sharing.

• Time for You: Paid holidays, vacation time, and personal/sick days each year.

Join us and build a career where you're supported - at work and beyond.

Rite-Hite is proud to be an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law.In accordance with VEVRAA, we are committed to providing equal employment opportunities for protected veterans.We are also committed to maintaining a drug-free workplace for the safety of our employees and customers.