Top 703 Financial representative Jobs in Worcester Ma

Deposit Operations Specialist
Savers Bank —Southbridge, MA
- $23 - $27 an hour
- Full-time
- Research
- Mid-level
- Office
Quick Apply
Financial Advisor
TPM Placement —Framingham, MA
- $125,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- Research
- Mid-level
- Paid training
- Health insurance
Quick Apply
2d
Outside Sales Representative – Medway, MA
Premier Pump & Supply, Inc. —Medway, MA
- $1,250 a week
- Full-time
- No experience needed
- High school diploma or GED
- Entry level
- Fuel card
- Paid holidays
Quick Apply
21h
Entry Level Sales Representative
Power Home Remodeling —Ashland, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
Entry Level Sales Representative
Power Home Remodeling —Worcester, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
Insurance Sales Agent - Marlborough
First Technology Federal Credit Union —Marlborough, MA
- $34,800 a year
- Email
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Customer Service Representative
Ecological Fibers, Inc. —Lunenburg, MA
- $21 - $23 an hour
- Full-time
- Sales
- Computer literacy
- Basic math
- Profit sharing
- Paid training
Quick Apply
B2B Freelance Sales Field Representative (Worcester)
Sqwad —Worcester, MA
- From $20 an hour
- Choose your own hours
- English
- In-person
- 2 years
- Flexible schedule
Quick Apply
Sales Representative
Power Home Remodeling —Ashland, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
Entry Level Sales Representative
Power Home Remodeling —Leominster, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
3d
Sales Representative
Power Home Remodeling —Leominster, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
3d
Financial Advisor
TPM Placement —Worcester, MA
- $125,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- Research
- Mid-level
- Paid training
- Health insurance
Quick Apply
2d
Sales Representative
Power Home Remodeling —Worcester, MA
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
Retail Store Specialist - (Customer Service/Merchandising) - Full Time
Ocean State Job Lot —Auburn, MA
- $15.75 an hour
- Weekends as needed
- 18 years or older
- Merchandising
- Basic math
- Profit sharing
- Paid holidays
4d
Financial Advisor (Flexible Hybrid Work Environment)
New York Life Insurance Company/NYLIFE Securities, LLC. —Westborough, MA
- Up to $300,000 a year
- Full-time
- Hybrid work
- Hospitality
- English
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Entry Level Sales Representative
Scott Anthony Group, INC —Franklin, MA
- $55,000 - $75,000 a year
- 8 hour shift
- Hybrid work
- Business development
- Organizational skills
- In-person
- Travel reimbursement
- Paid training
Quick Apply
Retail Sales Representative
CRO-US —Millbury, MA
- $17 an hour
- Part-time
- 18 years or older
- Customer service
- Merchandising
- Paid training
- Mileage reimbursement
Quick Apply
Float Member Service Representative, Marlboro, MA and Nashua, NH Area, Full
First Technology Federal Credit Union —Massachusetts
- $21.50 an hour
- Email
- Bilingual
- Microsoft Word
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Senior Client Service Associate
TSW Wealth Management —Framingham, MA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Retail Solar Sales Representative
Venture Home —North Smithfield, RI
- Part-time
- Residential
- Reliable transportation
- Communication skills
- Paid training
- Health insurance
Quick Apply

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Deposit Operations Specialist

Savers Bank -
Southbridge, MA

Quick Apply

Job Details

Full-time
$23 - $27 an hour

Qualifications

Computer operation
Customer communication
Industry knowledge of financial regulations
Productivity software

Full Job Description

Description:

POSITION FUNCTION

The Deposit Operations Specialist is responsible for performing a variety of back-office and support duties related to deposit accounts and maintenance. The position supports the daily operations of the Deposit Operations Department, including tasks related to Overdraft Protection, Return Deposited Items, Levy Processing, IRA’s and Research Requests. The candidate performs all duties in accordance with established bank policies, procedures and regulatory requirements to ensure accuracy, efficiency and compliance.

ESSENTIAL FUNCTIONS

Oversees all aspects of Platinum Overdraft accounts, including daily report monitoring, processing charge-offs, mailing overdraft letters, updating COCC Insight to ensure account eligibility, tracking and maintaining accurate documentation for repayment plan agreements, and reporting accounts to collections.
Produces monthly board reports detailing charge off accounts and recovered accounts activity.
Processes returned deposited items received from the Federal Reserve by posting chargebacks or redeposits, collaborates with branch staff and security officer to resolve negative balance accounts, and place appropriate holds on account for large dollar return notifications.
Handles Levy processing by reviewing legal orders placing holds on accounts, checking for exempt funds, producing customer letters and sending funds to the issuing agency while maintaining accurate records.
Completes research requests for customers, legal, and internal departments, including retrieval of account statements and check image copies.
Processes returned mail for accounts, applying and verifying address flags as needed; and handling returned Debit/ATM card mail under dual control procedures to ensure security and compliance.
Complete Verifications of Deposits for customer accounts and provides timely responses.
Performs maintenance in COCC Insight to remove duplicate profile requests.
Processes fee reversal requests submitted by retail, crediting customer accounts accurately and promptly.
Assist with internal posting requests submitted by HR, Accounting and the Electronic Services Team, ensuring timely and accurate processing.
Oversees IRA account review, processing and exception tracking; coordinates and monitors all IRA related activity, including distributions, contributions, required minimum distributions (RMDs), year-end reporting, and correction of tax documentation.
Maintains expertise in current IRA regulations and bank processing by attending seminars and workshops and ensures compliance.
Updates and maintains the bank’s IRA branch procedures and coordinates training sessions with retail to ensure proper understanding and compliance.
Monitors industry trends and regulatory changes affecting IRAs and assists in communicating relevant updates to retail staff and customers.
Participates in audits of the Deposit Operations Department, including ACH, Item Processing, Wire Transfer and Deposit Compliance.
Answers and assists with branch and customer telephone inquiries, resolve inquiries when possible and escalate issues, as necessary.
Provide excellent customer service to internal and external customers.
Supports interdepartmental efforts to improve operational efficiency and streamline procedures.
Creates, updates and maintains assigned policies and procedures to ensure compliance with operational consistency.
20. Provides support across all major Deposit Operations functions by serving as a backup and a cross-trained team member. Including but not limited to New Account Reviews, Large Check Review, ACH/Check Processing, Load Errors, Rejected Items, ACH Exception Report, Stop Payments, Wire Transfer Processing, Verification of Deposits and Centrix Debit Card/ACH disputes.
21. Perform other assigned duties.

Requirements:

QUALIFICATIONS

Minimum of 2-3 years' experience in Deposit Operations or related banking functions. Knowledge of IRA regulations and applications is preferred.
Working knowledge of deposit related regulations.
Strong attention to detail and accuracy.
Ability to work under pressure and meet required processing deadlines.
Proficiency with Microsoft office and COCC.
Excellent communication and problem-solving skills
Ability to work independently and manage multiple priorities.

PHYSICAL DEMANDS

Must have full hand dexterity required to operate computer terminal and related equipment.
Must have eye coordination required to operate computer terminal.
Frequently moves around bank, between levels or floors while performing duties
Often lifts files, records, supply boxes and places in storage areas. Infrequently lifts up to 50 lbs.
Regularly sits at desk or computer workstation for periods of time.

Quick Apply

Refine Your Search

financial representative jobs in worcester ma

Deposit Operations Specialist

Financial Advisor

Outside Sales Representative – Medway, MA

Entry Level Sales Representative

Entry Level Sales Representative

Insurance Sales Agent - Marlborough

Customer Service Representative

B2B Freelance Sales Field Representative (Worcester)

Sales Representative

Entry Level Sales Representative

Sales Representative

Financial Advisor

Sales Representative

Retail Store Specialist - (Customer Service/Merchandising) - Full Time

Financial Advisor (Flexible Hybrid Work Environment)

Entry Level Sales Representative

Retail Sales Representative

Float Member Service Representative, Marlboro, MA and Nashua, NH Area, Full

Senior Client Service Associate

Retail Solar Sales Representative

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