The business banker is responsible for attracting new business clients to the bank and managing a portfolio of small business clients. This is encompassed by business loans, business deposits, and Treasury Management products/services. Develop new relationships through outside sales activities, prospecting, and community involvement. Perform all work in compliance with state and federal regulations, company policies and established Standard Operating Procedures (SOPs).
Principal Accountabilities
Accountable for net merchant processing income, small business deposit gathering, and small business loan production to meet or exceed budgeted financial results. Support customer service activities, loan processing, collections, risk management and compliance requirements. Provide guidance to avoid bank losses and ensure that established policies and procedures are followed.
Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written and telephone communications. Accountable for adherence to compliance standards including Bank Secrecy Act (BSA), quality of documentation, timeliness, and volume of sales and service activity. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities in which we serve through active involvement in local organizations and events.
Duties
Communicate regularly with Market President; develop and implement strategic initiatives to achieve goals
Monitor sales reports and daily sales activities to identify opportunities for cross-sell and referrals to other business lines; Call on current and potential customers to develop new business and retain or expand existing relationships
Provide management with weekly, monthly and quarterly reports as directed.
Identify quickly any issues requiring a service recovery plan, take a leadership role in providing direction or personally offer corrective action and follow up to ensure customer satisfaction.
Accountable for ensuring periodic testing of controls, documentation and reports are completed and submitted timely.
Accountable for ensuring adherence to established regulations, policies, Standard Operating Procedures (SOPs), and instructions.
Report suspicious transactions or unusual occurrences to supervisor.
Maintain customer confidence and protect bank operations by keeping information private and confidential.
Participate in ongoing skill, compliance, risk management and security training as required for the position and apply knowledge in daily tasks.
Other duties as assigned.
Qualifications & Skills
High School diploma or GED required; Bachelor's degree infinance or business preferred
3+ years' management experience in retail or financial services; banking experience preferred.
3+ years' sales experience. Sales management is a plus.
Exhibit excellent sales skills with a high level of customer service orientation. Display a friendly and personable demeanor and a high degree of integrity.
Experience managing appropriate risk and making sound decisions.
Successful candidates must have strong leadership skills, excellent interpersonal skills, and a demonstrated attention to detail. Experience with complex math functions with capacity to analyze credit and financial information.
Ability to effectively respond to customer needs and willing to solicit feedback to improve service.
Ability to present information with diplomacy and tact.
Strong knowledge of Microsoft Office software applications.
Core Competencies
Adaptability & Flexibility
Decision Making & Judgment
Consultative Sales
Results Focus
Customer Focus
Time Management
Physical Requirements
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA).
Physical Demands:
Percentage of Time:
Communicate with customers, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others.
75% - 100%
Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers. Able to observe actions of others to ensure safety and security of the branch.
75% - 100%
Constantly operate a computer and other office machinery such as calculator, copy machine, printer and telephone
75% - 100%
Regularly move about the branch to access areas such as office space, common areas, and printer/copier
50% - 100%
Able to remain in stationary position
50% - 100%
Able to grasp, move and sort forms and papers.
75% - 100%
Occasionally position self to reach heights between floor and 6'
Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.
#LI-DNI
$42k-67k yearly est. 3d ago
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Financial Analyst
Honor Credit Union 3.8
Finance associate job in Berrien Springs, MI
Financial Analyst Location: Berrien Springs, MI Job Id: 3148 # of Openings: 1 Financial Analyst - Berrien Springs (Full-Time) This is a Hybrid Work Eligible position. You will be required to come into the Operations Center in Berrien Springs, MI as needed to ensure business needs are met. ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise:
Providing Solutions For Your Financial Success.
Honor members enjoy extraordinary member service at 28 branches and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we aspire to be great, and that starts with the people that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced people, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR":
Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions.
The Platinum Rule - Treat others the way they want to be treated.
Make the Connection - Develop genuine relationships so you can provide a "WOW" experience.
See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized.
Reason over Rules - Make decisions that are good for the person and good for Honor.
Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs.
WHAT WE ARE LOOKING FOR:
Responsible for financial reporting and analysis to assist the credit union in making well-informed business decisions.
Researches, runs queries, helps identify trends, and performs analysis on credit union products and services, working with a variety of software platforms and data sets to provide reliable data that supports optimal decisions.
Assists with formulating strategies for pricing and improving performance.
Conducts market and peer analysis to drive competitive comparisons with strategic decision making.
Delivers informative insights and interprets results of analysis to department managers and team members.
WHAT WE EXPECT FROM YOU:
EDUCATION/CERTIFICATION:
Bachelor's degree in Business or related field, preferably Finance, or an equivalent combination of training and work experience.
EXPERIENCE REQUIRED:
Three to five years of similar or related experience, including preparatory experience.
KNOWLEDGE/SKILLS/ABILITIES:
Knowledge of Honor Credit Union products and services, policies and procedures; as well as applicable NCUA regulations.
Fundamental knowledge of basic accounting, finance, and economic concepts and principles.
Understanding of financial reporting and measurements of financial performance.
Must have a demonstrated ability to keep financesin order.
Excellent oral and written communication abilities.
Well organized and attentive to detail.
Professional and confidentiality traits critical.
Strong analytical skills.
WHAT'S IN IT FOR YOU: Honor has excellent benefits for all full and part time team members. We offer:
Medical with prescription coverage, Dental, and Vision.
401k employer contribution & matching program.
Paid time off and paid holidays (including your birthday!).
Paid community volunteer hours.
Wellbeing spending account.
Various discounts on credit union products and services for team members & their families.
Additional perks included.
Apply for this Position
$59k-93k yearly est. 6d ago
Private Client Banker - Greenleaf - Elkhart, IN
Jpmorganchase 4.8
Finance associate job in Elkhart, IN
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience infinancial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$38k-82k yearly est. Auto-Apply 17d ago
Finance Manager
Keystone RV Company 4.2
Finance associate job in Goshen, IN
Keystone RV - the largest manufacturer of towable recreational vehicles in North America-is seeking a full-time Finance Manager at its corporate headquarters in Goshen, Indiana. With more than 25 manufacturing facilities across northern Indiana and Pendleton, Oregon, Keystone operates in a dynamic, fast-paced environment where cross-functional teams collaborate to deliver high-quality products to our customers.
Responsibilities
As a Finance Manager, you will:
* Support the monthly financial close, including account reconciliations, activity analysis, and journal entry postings
* Assist in the preparation and analysis of monthly, quarterly, and annual financial statements
* Produce weekly, monthly, and ad hoc financial reports for senior leadership
Qualifications & Skills
We're looking for someone who brings:
* A Bachelor's degree inFinance or Accounting, plus 2-5 years of accounting experience (CPA preferred)
* Strong technical accounting proficiency with US GAAP, including the ability to research compliance requirements and present practical solutions to senior leadership
* Excellent written and verbal communication skills
* A proactive mindset willing to challenge processes and identify improvement opportunities
* Experience in manufacturing and/or wholesale distribution (preferred)
* Advanced proficiency in Microsoft Office (Excel, Word, & Access)
* Familiarity with Microsoft Dynamics AX or similar ERP systems (a plus)
* Self-motivation, attention to detail, efficiency, and a positive attitude
Benefits
Keystone RV offers:
* A dynamic work environment
* Competitive salary with performance-based bonus potential
* Continuing professional education opportunities
* Comprehensive health, dental, vision, disability, and life insurance packages
* 401(k) retirement plan with company match
* Paid vacation
$85k-126k yearly est. 60d+ ago
Private Client Banker - Greenleaf - Elkhart, IN
JPMC
Finance associate job in Elkhart, IN
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience infinancial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$34k-68k yearly est. Auto-Apply 17d ago
Business Banker
Angott Search Group
Finance associate job in Elkhart, IN
Angott Search Group is partnering with a prominent regional bank, managing assets of over $8 billion, to find an experienced Business Banker for their Elkhart, Indiana location. This role is focused on growing and managing a commercial banking portfolio of $15-$25MM.
Key Responsibilities:
Grow and maintain business banking relationships through loans, deposits, and cross-selling bank products.
Develop new business opportunities by expanding the client base and promoting bank services.
Assess credit risks and recommend risk mitigation strategies.
Effectively manage and document client relationships and commitments.
Ensure compliance with bank policies, legal requirements, and complete necessary training.
Qualifications:
Minimum of 3 years in commercial banking as a credit analyst or underwriter (preferred).
Bachelor's degree in business, economics, or finance (preferred).
Proven relationship-building skills and strong communication abilities.
Proficiency in Microsoft Word and Excel; knowledge of treasury services products.
Customer-focused with the ability to multitask in a fast-paced environment.
$39k-69k yearly est. 60d+ ago
Analyst, Finance General
Whirlpool Corporation 4.6
Finance associate job in Benton Harbor, MI
**Requisition ID:** 69644 Whirlpool Corporation (NYSE: WHR) is a leading home appliance company, in constant pursuit of improving life at home. As the only major U.S.-based manufacturer of kitchen and laundry appliances, the company is driving meaningful innovation to meet the evolving needs of consumers through its iconic brand portfolio, including _Whirlpool_ , _KitchenAid_ , _JennAir, Maytag_ , _Amana,_ _Brastemp_ , _Consul_ , and _InSinkErator_ . In 2024, the company reported approximately $17 billion in annual sales - close to 90% of which were in the Americas - 44,000 employees, and 40 manufacturing and technology research centers. Additional information about the company can be found at WhirlpoolCorp.com .
**This role in summary**
The Whirlpool Corporation is looking for talent to join a fast paced and high performing Finance organization to make an impact.
**We are hiring for multiple positions and seeking talent in several areas of expertise such as: Accounting, General Finance, Treasury, Audit and Tax.**
**Locations we are hiring in: Benton Harbor / St Joseph, MI locations**
You will lead and manage critical business and financial initiatives throughout the company. You will also influence business decisions through the analysis of major investments, drive meaningful reporting, and lead forecasting and analysis of the business. While doing so, you will have the opportunity to apply finance skills, strengthen business acumen, and accelerate your professional career in a Fortune 200 consumer products company with a global presence. You will have an opportunity to work in treasury, corporate accounting, control functions or/and to support regional businesses in the areas of Sales, Marketing, Manufacturing, Supply Chain, Product Development, and Procurement.
**Your responsibilities will include**
**Forecasting and Planning**
+ Provide near and long-range forecasting to enhance strategic decision making (strategy planning, annual profit plan, and monthly outlook)
+ Review financial results and compare to the Annual Profit Plan to ensure reasonability and consistency with overall financial objectives
**Manage and drive process efficiency**
+ Deliver continuous improvements in the annual planning process and monthly forecast processes to drive simplification and overall reduction to the processing and cycle time of the planning process
+ Utilize knowledge of processes and systems to advise cross-functional teams on appropriate data sources for analysis
+ Drive improvements in key financial processes to optimize efficiency and quality of data
**Drive Analytical Insights for Process partners**
+ Deliver analytical insights and influence decision-making by influencing category and channel finance leaders
+ Establish relationships with process partners in the finance organization that facilitate effective collaboration and drive positive change in our processes
**Influence and lead key business decisions**
+ Collaborate with individuals across North America finance organization to ensure effective and accurate financial reporting processes and internal controls
+ Serve as a leader within the supported operational team to ensure effective and timely decisions
**Minimum requirements**
+ High School Diploma or GED and a Bachelor's Degree in progress in General Business, Finance, Accounting or Economics with an anticipated graduation date of Spring/Summer 2026
**Preferred skills and experiences**
+ Strong Verbal and written communication skills
+ Professional presence and proven ability to lead teams and influence others
+ Ability to communicate and interact with all levels of the organization as well as cross-functionally
+ Achievement oriented with the ability to work independently
+ Excellent time management skills with the ability to manage multiple priorities within tight deadlines
+ System proficiency: SAP, BPC, Tableau, Looker Studios; Excel, and Google tools (Sheets & Slides) RSRWH
**What we offer**
Generous benefits package (************************************************************** , Whirlpool employee discount, fitness & educational reimbursement programs, kitchenettes, and more! Saint Joseph/Benton Harbor locations: Beautiful, recently renovated office space, free coffee, biking/walking trails, and access to The Eddy - Early Childhood Center (depending upon availability - additional costs required).
**Additional information**
Whirlpool's Ways of Working
Our goal is to provide an environment that helps you bring your best to Whirlpool every day. We offer flexibility and industry-leading time-off benefits that will help you balance what's important at work and at home, including:
+ **Always On Flexibility** - You will have the autonomy to manage personal, family, and outside-of-work commitments as needed.
+ **Two-Week Work from Anywhere** - Minimum of one-week increments for a total of two weeks per year.
+ **Sabbatical** - Four weeks paid leave after every five years of service.
Connect with us and learn more about Whirlpool Corporation
See what it's like to work at Whirlpool by visiting Whirlpool Careers (********************************* . Additional information about the company can be found on Facebook (*************************************** , Twitter (********************************* , LinkedIn (************************************************************ , Instagram (**************************************** and YouTube (************************************************* .
Whirlpool Corporation is committed to equal employment opportunity and prohibits any discrimination on the basis of race or ethnicity, religion, sex, pregnancy, gender expression or identity, sexual orientation, age, physical or mental disability, veteran status, or any other category protected by applicable law.
\#LI-JR1
$58k-81k yearly est. 13d ago
Financial Analyst
The Shyft Group, Inc.
Finance associate job in Bristol, IN
Financial Analyst | Utilimaster | Bristol, IN (North) Regular Employee | Salary Exempt What you'll do: The Financial Analyst position is responsible for supporting the finance department with financial analysis and reporting as well as analyzing company's respective business units and the Company from a financial perspective
Core Responsibilities:
* Support multiple teams with financial reporting and analysis
* Analyze financial data for business efficiencies and verify accuracy
* Assist in developing and consolidating statistical, written reports and PowerPoint presentations for management
* Prepare financial statements and related reports such as balance sheet, income statement, cash-flow, budgets, and variance analysis
* Support monthly, quarterly, and annual balancing of books and monthly account reviews
* Assist in the development of a financial plan and forecast
* Review budget proposals and prepare necessary supporting documentation and justification of proposed budgets
* Support cost estimating for new and existing products and product options
* Aid in the development of overhead and labor standards
* Assist with special projects, as requested
* Other tasks as assigned
What you need to be successful:
* Bachelor's degree in accounting, finance, statistics, economics, business administration, or related field
* 3+ years accounting experience in a manufacturing environment preferred
* Knowledge of government procurement regulations affecting accounting systems preferred
* Proficient in forecasting, financial reports, data collection, analysis, and evaluation
* Strong attention to detail and commitment to excellence
* Ability to handle multiple projects, prioritize tasks, and meet deadlines
* Self-motivated, innovative team player, flexible to changing priorities
* Proficient in Microsoft Office Suite; intermediate computer skills required
* Strong communication (verbal/written), interpersonal, organizational, and analytical skills
* Sound judgment, timely decision-making, and willingness to pursue training and self-improvement
Why The Shyft Group?
Our people are our greatest asset, and your success is our success! That's why we provide comprehensive benefits that support your health, financial security, and work-life balance-so you can thrive both personally and professionally.
* Health & Wellness: Medical, Dental, Vision, HSA/FSA, Wellness Plan
* Financial Security: 401(k) with match, Disability, Life Insurance
* Work/Life & Growth: Educational Reimbursement, EAP, Dependent Care
At The Shyft Group, we don't just offer benefits-we invest in your well-being. Join us and experience the difference!
Who we are:
The Shyft Group is the North American leader in specialty vehicles, including last-mile delivery vans, work trucks, and motorhome chassis. Our 10 brands- Utilimaster, Blue Arc, Royal Truck Body, DuraMag, Magnum, Strobes-R-Us, Spartan RV Chassis, Red Diamond, Builtmore, and Independent Truck Upfitters- are powered by 3,000+ team members across the U.S. and Canada.
Backed by 50 years of innovation and a supportive, entrepreneurial culture, we're leading the way in electrification and proudly ranked among Fortune's 100 Fastest Growing Companies.
Equal Employment Opportunity (EEO)
The Shyft Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, genetic information, status as a protected veteran or status as a qualified individual with a disability, or any other characteristic protected by applicable federal, state, or local law. If you have a disability and would like to request an accommodation in order to apply, please email us at *************************.
The Shyft Group is an E-Verify Employer
Shyft uses E-Verify, which is an online system operated by the U.S. Department of Homeland Security in partnership with the Social Security Administration to verify employment eligibility and validate social security numbers. Through participation in the E-Verify program, information entered on Form I-9 will be provided and compared to information available at both of these agencies. See posters for more details. E-Verify Notice U.S. Right to Work Notice.
$48k-73k yearly est. 60d+ ago
Finance Intern
Everwise Credit Union 4.0
Finance associate job in South Bend, IN
The Finance Intern will gain experience in a professional financial institution by providing support to the Finance team. This position will assist with a variety of special projects and support functions designed to achieve the overall strategic objectives of the finance department.
Primary Responsibilities and Duties:
Assists with special projects and support functions designed to achieve the overall strategic objectives of the finance department.
Participate in weekly finance team meetings.
Support data cleanup and analysis.
Projects include but are not limited to:
Historical Static Loan Pool Analysis
Profitability audit
Data table structure audit
Debit card profitability data collection and analysis
Other projects and responsibilities as assigned
Knowledge/Skills:
Ability to analyze and interpret financial data
Accountable for timely completion of assigned projects.
Strong verbal and written communication skills
Accuracy in data entry and strong attention to detail
Proficiency in Microsoft Office suite (Excel, Word)
Accountable for the quality of work provided, documentation and follow-up with adherence to Everwise's service expectations.
Accountable for maintaining the strictest of confidentiality
Minimum Requirements:
High School diploma or GED
Currently attending a college or university and have taken the intermediate level courses typically in the third year of study.
Pursuit of Finance or Accounting degree preferred
Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$30k-39k yearly est. Auto-Apply 13d ago
Student Financial Services Representative
Kalamazoo Valley Community College 4.3
Finance associate job in Kalamazoo, MI
Are you an administrative support professional who wants to join a team that plays a critical role in serving the greater Kalamazoo community? Would you like to work with students in helping them attain their educational dreams? If so, Kalamazoo Valley Community College may have a great opportunity for you.
About Us
Kalamazoo Valley Community College is a comprehensive, fully accredited, public, two-year college in Kalamazoo, Michigan. We offer associate degrees in more than 60 areas of study and 50 certificate programs. Kalamazoo Valley Community College creates innovative and equitable opportunities that empower all to learn, grow, and thrive.
About the Opportunity
Kalamazoo Valley Community College is seeking a full-time Student Financial Services Representative. The individual in this position will seek to create a collaborative partnership between students and financial aid staff. The aim is to ensure that students feel welcomed to ask their financial aid questions and share their plans/concerns authentically, in an environment designed to be responsive and supportive. This position will support several aspects of the college's strategic plan, including providing holistic student support and the processing of VA Benefits.
Characteristic Responsibilities and Duties
* Answer financial aid phone calls and emails, see students at the counter, and process paperwork.
* Assist financial aid applicants with the financial aid process and veterans with veteran benefit applications.
* Notify student financial aid applicants of information needed to complete financial aid files.
* Assist aid recipients with program requirements and process VA benefit paperwork/applications, as needed.
* Track, update, and maintain student financial aid and VA benefit files within the financial aid office.
* Complete special and ongoing projects/tasks/responsibilities (such as work-study placement and monitoring, assist with America Reads position development, review student holds, complete housing/enrollment verification paperwork, and assist with Pell reconciliation).
* Enter data into assigned computer systems (Banner, Salesforce, VA OneSource, NSLDS, etc).
* Type standard forms, letters, and other mailings.
* Taking payments for student accounts, helping students set up payment plans, and help students set up refund options.
* Occasional outreach events and Tuesday Nights until 7pm.
Minimum Qualifications:
Appropriate education, training, experience and talents are required. An example of this would be an Associate degree in an appropriate field and the equivalent of two years of general office work.
Preferred Qualifications and Experience: Physical Demands: Work Hours: Core Business Hours: Monday-Friday 8:00 am - 5:00 pm; Tuesdays 10:00 am - 7:00 pm on rotational basis. Posting Date 01/14/2026 Closing Date: Special Instructions to Applicants:
Please apply online at jobs.kvcc.edu.
This position will remain posted until filled, however, priority consideration will be given to applications received by January 28, 2026.
EEO Statement
As an employer, Kalamazoo Valley encourages, welcomes, and fosters differences because we believe that diversity makes us great. It is the policy of Kalamazoo Valley Community College not to discriminate on the basis of race (including traits associated with race such as hair texture and protective hairstyles), religion, color, national origin/ethnicity, sex, sexual orientation, gender identity, gender expression, pregnancy, disability, genetic information, age, height, weight, familial status, veteran status, marital status, citizenship, or any other status or characteristic protected by law, in its programs, services, employment or activities. All qualified applicants will be given equal opportunity and consideration for employment; please consider joining us as we empower all to learn, grow and thrive. Prior to a job offer, candidates will be required to complete a criminal record background check. For some positions, a credit history investigation will also be required. Information gathered will be used for job-related purposes to the extent permitted by applicable law and will not result in an automatic disqualification from an employment opportunity.
$21k-25k yearly est. 7d ago
Patient Financial Services Representative
Woburn Hospital
Finance associate job in Goshen, IN
Assumes responsibility for answering all incoming calls for the Patient Financial Services Reps (I & II). Will provide customer service to all patients calling into the Department and eliminate the need for voicemail for these incoming calls. Works as a resource to the Patient Financial Services Reps I & II to assure that complete follow-through occurs with each patient inquiry. Assumes responsibility for all mail correspondence and posting to accounts when there is no payment associated with a claim.
Requirements:
High School graduate or equivalent required.
3 years of medical billing experience in A/R.
Medical billing knowledge to include UB & HCFA billing is preferred.
$31k-50k yearly est. 2d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance associate job in Mishawaka, IN
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. 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. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest infinancial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 13d ago
Financial Analyst
Intercare Community Health Network 3.9
Finance associate job in Bangor, MI
Become part of a Migrant and Community Health Center, where you will:
Have a passionate purpose.
Do worthwhile work.
Make a difference in people's lives.
InterCare is searching for a full-time Financial Analyst! This position will be based out of our Bangor Administration Building. At InterCare, you'll find a rewarding and challenging work environment and a competitive compensation starting at $67,000/year and benefits package which includes: vacation/personal paid time off, sick time, 10 paid holidays, tuition reimbursement program, medical, prescription, dental, vision, life insurance, and short term and long term disability insurance.
At InterCare Community Health Network, we believe all people have the right to equal access to quality health care.
Work Schedule:
Hours are Monday - Friday from 8:00 a.m. - 5:00 p.m.,
with evening hours as necessary.
NO WEEKENDS! NO MAJOR HOLIDAYS!
Primary Accountability
Under the general direction of the Director of Finance and Chief Financial Officer, the Financial Analyst is tasked with developing, maintaining, and providing timely, accurate reporting to management. The Financial Analyst will proactively establish and maintain strong working relationships with site operational leaders, executive leaders and finance team members. The Financial analyst will be responsible for monthly budget variance analysis, and performance monitoring. The Financial Analyst will support cost reporting compilation and analysis, operate the 340B pharmacy program and prepare projections and pro formas as requested. The Financial Analyst will also serve as the primary finance contact for all grant activities and will prepare all financial reporting and analyses required by all grants.
Description of Primary Duties & Responsibilities
Calculate and communicate key financial and business drivers, operating results and trended performance results. Interpret trends and their impact on the budget and financial operations.
Support financial leadership with timely forecasts, pro formas, projections and service line analyses to monitor performance against expectation.
Prepare grant expenditure analysis to ensure that grant funds are being maximized, that all charges to grants are eligible and supported with documentation, and that grant program requirements are fulfilled.
Responsible for providing support to third party reimbursement functions including cost report preparation, third-party reserves, net revenue per encounter and financial analysis. Develop and implement processes to ensure accurate and complete documentation is obtained for cost reporting.
Responsible for coordination and maintenance of all aspects of the 340B pharmacy program to ensure compliance with all regulations including performing internal audits and recording all monthly activity including revenue, expenses and receipts. Also responsible for optimizing the utilization of the 340B pharmacy program.
Perform data extraction & external reporting requirements as applicable.
Make recommendations concerning means of reducing costs, increasing revenues or improving financial performance
Qualifications
Description of Primary Attributes
General Development
Financial Analysis
Critical Thinker
Cross Functional
Decision Support
Self Sufficient
Internally Driven
Professional and Technical Knowledge
Possesses a thorough understanding of theory and practices of finance typically acquired through completion of a bachelor's degree program or extensive practical experience in a professional environment.
Minimum of 3-5 years' applicable experience infinance or accounting; prefer healthcare financial experience.
Ability to analyze financial data, identify trends, interpret financial results and prepare financial reports, statements and projections.
Ability to manage several projects, and meet essential deadlines as established.
Ability to participate in and facilitate group meetings.
Ability to deal with ambiguity and multiple, overlapping priorities while maintaining a high level of detail orientation.
Technical Skills
Proficient in Microsoft Office Suite
Ability to use clerical and numerical skills in preparing final drafts and documents from raw data
Ability to create letters, forms, documents, presentations
Ability to run reports, analyze and interpret data, assist in implementation and maintenance of systems
Strong technical, analytical skills and decision-making capabilities
Strong Excel skills required; experience with accounting and electronic medical records systems
Strong understanding of financial reporting & financial planning
Communication Skills
Possesses a professional level of written and verbal communication skills
Ability to communicate complex concept in a clear effective manner
Possesses excellent cross cultural communication skills and the ability to communicate to staff members at all levels
Physical Demands
Job duties performed in the typical office environment of the organization, which requires ordinary ambulatory skills sufficient to visit other locations. The environmental factors and/or physical requirements of this position include the following:
Requires good hand-eye coordination, reach with arms & hands, and finger dexterity, including ability to grasp, and manipulate (using keyboard, office equipment)
Visual acuity to use keyboard, operate office equipment, and read printed material and regularly required to talk and hear
Sedentary position requiring prolonged periods in a seated position at a desk and working on a computer.
$67k yearly 8d ago
Market Relationship Banker
Old National Bank 4.4
Finance associate job in South Bend, IN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
$17 hourly Auto-Apply 1d ago
Manufacturing Finance Analyst
Weir 4.0
Finance associate job in Lake, MI
Weir Minerals
Salt Lake City
Onsite
Purpose of Role: Will lead the Operational Finance for Salt Lake City and St. Louis and take overall responsibility for Financial Analytics, reporting operational performance, developing and ensuring compliance with costing policies, and cost accounting oversight while driving continuous improvement and efficiency in the business operations.
Why choose Weir: Be part of a global organization dedicated to building a better future: At Weir, the growing world depends on us. It depends on us constantly reinventing, quickly adapting and continually finding better, faster, more sustainable ways to access the resources it needs to thrive. And it depends on each of us doing the best work of our lives. It's a big challenge - but it is exciting.
An opportunity to grow your own way: Everything moves fast in the dynamic world of Weir. This creates opportunities for us to take on new challenges, explore new areas, learn, progress and excel. Best of all, there is no set path that our people must take. Instead, everyone is given the support and freedom to tailor-make their own career and do the best work of their lives.
Feel empowered to be yourself and belong: Weir is a welcoming, inclusive place, where each individual's contribution is recognized and all employees are encouraged to innovate, collaborate and be themselves. We continually focus on people and their wellbeing. We believe in fairness and choose to be honest, transparent and authentic in everything we do.
Key Responsibilities: Financial Analytics & Driving operational performance Improvements
Maintain and enforce the divisional cost accounting principles and policies, including training where necessary to ensure operational teams fully understand the principles and policies
Review, report and analyze operational performance of the Salt Lake City and St Louis businesses; with regular interaction with operations leaders to drive performance
Lead the cost roll process across the business, validating increases / decreases where required
Support development of standard operational KPI reports
Develop early warning, gap analysis and countermeasure recommendations for various operations financial KPIs.
Strategic operational initiatives and planning
Lead finance operations input into the annual budget and quarterly forecasting cycle - including assumptions on costs, recoveries and variances
Lead and drive inventory financial analytics / Annual inventory verification and work with Supply Chain leaders to improve processes
Provide proactive, reliable, and credible financial advice on a broad range of operational issues to key business partners
Develop and implement capital expenditure business cases to support investment decisions and priorities.
Ad-hoc operational finance projects as they arise
Safety First: Demonstrate 100% commitment to our zero harm behaviors in support of our drive towards developing a world class safety culture.
Job Knowledge/Education and Qualifications:
Previous Finance Experience in a Product Based Business
Large Manufacturing Based company is a Plus
Bachelor's degree in Accounting or Finance
At least 5 years finance experience (Several different Finance experiences) Commercial roles, Cost accounting roles and General Finance roles are a plus
Experience using SAP or Large ERP System
Founded in 1871, Weir is a world leading engineering business with a purpose to make mining operations smarter, more efficient and sustainable. Thanks to Weir's technology, our customers can produce essential metals and minerals using less energy, water and waste at lower cost. With the increasing need for metals and minerals for climate change solutions, Weir colleagues are playing their part in powering a low carbon future. We are a global family of 11,000 uniquely talented people in over 60 counties, inspiring each other to do the best work of our lives.
For additional information about what it is like to work at Weir, please visit our Career Page and LinkedIn Life Page.
#LI-JB1
#Minerals
$50k-77k yearly est. Auto-Apply 41d ago
Finance Intern
Honor Credit Union 3.8
Finance associate job in Berrien Springs, MI
Finance Intern Location: Berrien Springs, MI Job Id: 3131 # of Openings: 1 Finance Intern - Berrien Springs (Full-Time) ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise:
Providing Solutions For Your Financial Success.
Honor members enjoy extraordinary member service at 28 branches, and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we strive to be great, and that starts with the individuals that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced individuals, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR":
Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions.
The Platinum Rule - Treat others the way they want to be treated.
Make the Connection - Develop genuine relationships so you can provide a "WOW" experience.
See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized.
Reason over Rules - Make decisions that are good for the person and good for Honor.
Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs.
WHAT WE ARE LOOKING FOR:
Assemble and verify data from a variety of programs for use infinancial analysis and report generation.
Assists with market research and competitive analysis for strategic decision making.
Support monthly financial closing process.
Completes special projects as assigned.
WHAT WE EXPECT FROM YOU: EDUCATION/CERTIFICATION:
Pursuing a degree inFinance or related field required.
EXPERIENCE REQUIRED:
Completed or ongoing course work relevant to field of study. Internship for college credit is preferred.
KNOWLEDGE/SKILLS/ABILITIES:
Knowledge of related computer applications including Microsoft Excel.
Familiarity with basic finance fundamentals and accounting concepts.
Must have a demonstrated ability to keep financesin order.
Good math skills.
Attentive to detail and accurate.
Cooperative and wiling to assist others.
Able to use PC, computer applications, and other basic business machines.
Apply for this Position
$29k-34k yearly est. 3d ago
Analyst, Finance General
Whirlpool 4.6
Finance associate job in Benton Harbor, MI
Corporation Whirlpool Corporation (NYSE: WHR) is a leading home appliance company, in constant pursuit of improving life at home. As the only major U.S.-based manufacturer of kitchen and laundry appliances, the company is driving meaningful innovation to meet the evolving needs of consumers through its iconic brand portfolio, including Whirlpool, KitchenAid, JennAir, Maytag, Amana, Brastemp, Consul, and InSinkErator. In 2024, the company reported approximately $17 billion in annual sales - close to 90% of which were in the Americas - 44,000 employees, and 40 manufacturing and technology research centers. Additional information about the company can be found at WhirlpoolCorp.com.
This role in summary
The Whirlpool Corporation is looking for talent to join a fast paced and high performing Finance organization to make an impact.
We are hiring for multiple positions and seeking talent in several areas of expertise such as: Accounting, General Finance, Treasury, Audit and Tax.
Locations we are hiring in: Benton Harbor / St Joseph, MI locations
You will lead and manage critical business and financial initiatives throughout the company. You will also influence business decisions through the analysis of major investments, drive meaningful reporting, and lead forecasting and analysis of the business. While doing so, you will have the opportunity to apply finance skills, strengthen business acumen, and accelerate your professional career in a Fortune 200 consumer products company with a global presence. You will have an opportunity to work in treasury, corporate accounting, control functions or/and to support regional businesses in the areas of Sales, Marketing, Manufacturing, Supply Chain, Product Development, and Procurement.
Your responsibilities will include
Forecasting and Planning
* Provide near and long-range forecasting to enhance strategic decision making (strategy planning, annual profit plan, and monthly outlook)
* Review financial results and compare to the Annual Profit Plan to ensure reasonability and consistency with overall financial objectives
Manage and drive process efficiency
* Deliver continuous improvements in the annual planning process and monthly forecast processes to drive simplification and overall reduction to the processing and cycle time of the planning process
* Utilize knowledge of processes and systems to advise cross-functional teams on appropriate data sources for analysis
* Drive improvements in key financial processes to optimize efficiency and quality of data
Drive Analytical Insights for Process partners
* Deliver analytical insights and influence decision-making by influencing category and channel finance leaders
* Establish relationships with process partners in the finance organization that facilitate effective collaboration and drive positive change in our processes
Influence and lead key business decisions
* Collaborate with individuals across North America finance organization to ensure effective and accurate financial reporting processes and internal controls
* Serve as a leader within the supported operational team to ensure effective and timely decisions
Minimum requirements
* High School Diploma or GED and a Bachelor's Degree in progress in General Business, Finance, Accounting or Economics with an anticipated graduation date of Spring/Summer 2026
Preferred skills and experiences
* Strong Verbal and written communication skills
* Professional presence and proven ability to lead teams and influence others
* Ability to communicate and interact with all levels of the organization as well as cross-functionally
* Achievement oriented with the ability to work independently
* Excellent time management skills with the ability to manage multiple priorities within tight deadlines
* System proficiency: SAP, BPC, Tableau, Looker Studios; Excel, and Google tools (Sheets & Slides)
RSRWH
What we offer
Generous benefits package, Whirlpool employee discount, fitness & educational reimbursement programs, kitchenettes, and more! Saint Joseph/Benton Harbor locations: Beautiful, recently renovated office space, free coffee, biking/walking trails, and access to The Eddy - Early Childhood Center (depending upon availability - additional costs required).
Additional information
Whirlpool's Ways of Working
Our goal is to provide an environment that helps you bring your best to Whirlpool every day. We offer flexibility and industry-leading time-off benefits that will help you balance what's important at work and at home, including:
* Always On Flexibility - You will have the autonomy to manage personal, family, and outside-of-work commitments as needed.
* Two-Week Work from Anywhere - Minimum of one-week increments for a total of two weeks per year.
* Sabbatical - Four weeks paid leave after every five years of service.
Connect with us and learn more about Whirlpool Corporation
See what it's like to work at Whirlpool by visiting Whirlpool Careers. Additional information about the company can be found on Facebook, Twitter, LinkedIn, Instagram and YouTube.
Whirlpool Corporation is committed to equal employment opportunity and prohibits any discrimination on the basis of race or ethnicity, religion, sex, pregnancy, gender expression or identity, sexual orientation, age, physical or mental disability, veteran status, or any other category protected by applicable law.
#LI-JR1
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience infinancial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$29k-58k yearly est. Auto-Apply 60d+ ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Mishawaka, IN
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. 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. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest infinancial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
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for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
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$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 15d ago
Market Relationship Banker
Old National Bank 4.4
Finance associate job in South Bend, IN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
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How much does a finance associate earn in Elkhart, IN?
The average finance associate in Elkhart, IN earns between $27,000 and $91,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.