Financial Analyst
Finance associate job in Saint Charles, MO
As a member of the FP&A team and based in our St. Charles, MO office, the Financial Analyst's primary objectives will be to generate reporting for leadership and perform analytics to identify key drivers impacting performance across the organization.
Responsibilities:
Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately
Develops integrated revenue/expense analyses, projections, reports and presentations
Prepare financial reports for senior management as requested
Compiles and analyzes financial information to identify trends, drive change and assess performance and continuously works to improve and refine metrics as needed
Develop & maintain financial models for budgeting, forecasting & long term planning
Perform variance analysis from actual results and the forecast
Develops strategies to communicate complex financial information to others through the use of data visualizations and prepares these presentations as requested; explains complex financial information in non-complex terms
Provide support to various parts of the business as required
Preferred Qualifications:
Bachelor's degree in Accounting, Finance, Business Administration, Supply Chain, or related field.
0-2 years of relevant experience (internships/co-ops welcome).
Intermediate proficiency in Microsoft Excel and Microsoft Office; eagerness to learn new tools/systems.
Effective communication and presentation skills.
Strong organizational and prioritization skills; comfort in a fast-paced environment.
Demonstrated analytical/quantitative capability and critical/creative problem solving with imperfect information.
Growth mindset; curiosity and eagerness to learn.
required skills and abilities:
Quantitative modeling skills
Critical thinking - analytical problem solving skills
Creative thinking - dealing with imperfect information
Presentation skills - ability to explain and support proposals to internal and external stakeholders
about distribution management
Distribution Management is a national fulfillment and distribution provider specializing in automated order handling, fulfillment, and shipping of consumer package goods. DM is able to reach 99% of the U.S. within two days from its four strategically located distribution centers. An order accuracy rate of 99.9% is reflective of the operational excellence and efficiencies that have resulted from significant investment in technology and a dedicated IT development staff specializing in integration, automation, and real-time reporting. Visit ************************ to learn more.
Finance & Accounting Analyst
Finance associate job in Saint Louis, MO
The St Louis Plant is looking for a local Finance & Accounting (F&A) analyst to help support the growth and capability of the site. The plant is a producer of P&G Home Care products (e.g. Cascade, Dawn, Swiffer). The plant is undergoing exciting changes as we expand our organization, make significant capital investments, and work to support the growth of our brands. As a result, this role will be critical in supporting the plant F&A processes, cost forecasting, and stewardship responsibilities.
Responsibilities
Compile and draw insights from data.
Prepare and execute journal entries such as accruals, reclassifications, and accounting corrections.
Manage monthly, quarterly, and annual accounting work processes and system inputs providing spend visibility to operational and business partners.
Monthly reconciliation of actuals vs. forecast and coordination of budget reviews with operational partners.
Champion forecast accuracy and assist in preparing quarterly plant forecast packages.
Lead site's annual standard cost and allocation setting process.
Partner with the Plant Finance Director on improvements related to the site's internal controls program.
Assist with process simplification across site financial reporting and budgeting.
Prepare ad hoc financial analyses as operation's business and finance partner.
Provide financial leadership to the central Home Care F&A Management team to support the organization's financial analysis and cost goals.
Build P&G financial system capability with operational partners and Home Care organization with periodic trainings for site technicians and managers.
Job Qualifications
Accounting or Finance degree or course work.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
Strong understanding of basic accounting principles and practices.
Demonstrated collaboration skills (verbal and written) with ability to work in a team environment.
Forward-focused and able to troubleshoot issues before they occur.
Demonstrated ability to lead work issue resolution.
Demonstrated ability to effectively manage multiple priorities and complete tasks independently.
Desired Skills
Prior experience working in a manufacturing plant or similar environment.
Prior experience in accounting, bookkeeping, and / or internal controls.
Prior Power BI and / or SAP experience.
Starting Pay/Salary Range: $74,100 - $92,650
Compensation for roles at P&G varies depending on a wide array of non-discriminatory factors including but not limited to the specific office location, role, degree/credentials, relevant skill set, and level of relevant experience. At P&G compensation decisions are dependent on the facts and circumstances of each case. Total rewards at P&G include salary + bonus (if applicable) + benefits. Your recruiter may be able to share more about our total rewards offerings and the specific salary range for the relevant location(s) during the hiring process.
We are committed to providing equal opportunities in employment. We value diversity and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Immigration Sponsorship is not available for this role. For more information regarding who is eligible for hire at P&G along with other work authorization FAQ's, please click HERE.
Procter & Gamble participates in e-verify as required by law.
Qualified individuals will not be disadvantaged based on being unemployed.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Job Schedule
Full time
Job Number
R000137608
Job Segmentation
Entry Level
Starting Pay / Salary Range
$74,100.00 - $92,650.00 / year
Auto-ApplyFuture Positions at Utilitra
Finance associate job in Edwardsville, IL
Job Description
At Utilitra, our employees are the cornerstone of our success, and we're dedicated to fostering an environment that reflects that. Interested in joining the Utilitra team? Provide your resume and contact information to be considered for future positions.
About our Company
Utilitra is a woman-owned firm specializing in utility and technology solutions. We offer design, construction, and metering services to utilities, and supply businesses and municipalities with robust technology services through our team of IT professionals. Our ability to integrate distinct specialties gives customers the opportunity to work with a coordinated team for the design and maintenance of their infrastructure.
Utilitra has been recognized by the St. Louis Business Journal as a Best Places to Work finalist, one of St. Louis' 50 Fastest Growing Companies, and one of the Largest Women-Owned Businesses. We were also recognized by the St. Louis Post Dispatch as one of the area's Top Work Places.
Utilitra is committed to building and sustaining an equitable and inclusive work environment where diversity is expected and valued. We believe that a diverse workforce benefits and enriches our mission, vision, and core values, and is a critical component to our company's success.
Utilitra IS AN EQUAL OPPORTUNITY EMPLOYER.
We proudly extend consideration for employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex, age, national origin, disability, gender identity, sexual orientation, pregnancy, pregnancy-related conditions, protected veteran status, or any other criteria protected by law.
Corporate Finance IB Analyst
Finance associate job in Saint Louis, MO
JOB SUMMARYThe Analyst of our Corporate Finance (Investment Banking) team, will play a pivotal role in supporting our investment banking team in executing various financial transactions and delivering exceptional financial advisory services to our clients.
Candidates must reside in St. Louis or surrounding areas.
Conduct in-depth financial analysis of potential investment opportunities, including financial modeling, valuation, and due diligence
Research and analyze industry trends, market conditions, and competitor data to provide insights and recommendations to clients
Assist in the preparation of client presentations, pitch books, and financial reports to effectively communicate complex financial information
Collaborate with senior team members in executing mergers and acquisitions, capital raising, and other financial transactions, including drafting transaction documents and managing project timelines
Conduct due diligence activities, including reviewing financial statements, contracts, and legal documents, to identify potential risks and opportunities
Ensure compliance with relevant financial regulations and reporting requirements
Develop and maintain complex financial models to assess various financial scenarios and support decision-making processes
Build and maintain strong client relationships by providing exceptional service and insights throughout the transaction process
Work closely with cross-functional teams, including legal, accounting, and tax professionals, to ensure the successful execution of financial transactions
Supervisory responsibilities
None
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Some travel may be required to client sites during engagements
Required education and experience
Bachelor's degree in finance, economics, or a related field
1 - 3 years in of experience in investment banking, corporate finance, credit, or a related role
Exceptional communication, presentation, financial modeling, and analytical skills
Preferred education and experience
Series 7, 79, 63
Capital markets modeling prep courses, trainings, certifications, etc.
Other industry specific designations, for example, CFA or CAIA or progress towards
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplyFinancial Specialist Intern
Finance associate job in Creve Coeur, MO
Financial Specialist Intern
YOUR TASKS AND RESPONSIBILITIES
The primary responsibilities of this role are to:
Assist with cost initiatives and projects;
Develop financial visualization to support stakeholders;
Analyze cost center spending and value flow (assessments) for consistency with the operational plan;
Gain knowledge and understanding of product costing and variance analysis to better support operations;
Collaborate with site leadership, operation teams and controllers to ensure drivers of financial impacts are understood.
WHO YOU ARE
Bayer seeks an incumbent who possesses the following:
Required Qualifications:
Pursuing a minimum of Bachelor's Degree in Finance/Accounting/Economics;
Proficiency with Microsoft Office, particularly Excel, PowerBi.
Preferred Qualifications:
Demonstrate alignment with Bayer's Values;
Excellent ability to interact and communicate effectively at all levels and with individuals from various parts of the organization;
Motivated, self-starting individual with proven ability prioritize multiple projects and work effectively in a team environment.
Employees can expect to be paid a salary of approximately between $22.10 to $28.50. Additional compensation may include a bonus or commission (if relevant). Additional benefits include health care, vision, dental, retirement, PTO, sick leave, etc.. This salary (or salary range) is merely an estimate and may vary based on an applicant's location, market data/ranges, an applicant's skills and prior relevant experience, certain degrees and certifications, and other relevant factors.
YOUR APPLICATION
Bayer offers a wide variety of competitive compensation and benefits programs. If you meet the requirements of this unique opportunity, and want to impact our mission Science for a better life, we encourage you to apply now. Be part of something bigger. Be you. Be Bayer.
To all recruitment agencies: Bayer does not accept unsolicited third party resumes.
Bayer is an Equal Opportunity Employer/Disabled/Veterans
Bayer is committed to providing access and reasonable accommodations in its application process for individuals with disabilities and encourages applicants with disabilities to request any needed accommodation(s) using the contact information below.
Bayer is an E-Verify Employer.
Location:
United States : Missouri : Creve Coeur
Division:
Crop Science
Reference Code:
852605
Contact Us
Email:
hrop_*************
Easy ApplyFinancial Representative Entry Level
Finance associate job in Chesterfield, MO
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At The Zara Group of Northwestern Mutual, were driven by a vision of impacting lives today and for generations to come. We are a premier financial services firm dedicated to empowering individuals, families, and businesses to achieve financial security. As CATALYSTS, we inspire our community to plan for tomorrow while living for todayone person, one family, one business at a time.
As a valued member of our team, youll be part of a Top 10% District Office in NM for production, recognized as a 2024 Best Place to Work. Our commitment to excellence is reflected in the fact that 100% of our Veteran Advisors (5+ years in the business) qualify for Industry MDRT (Million Dollar Round Table)a testament to the strength of our mentorship, training, and culture of success. Were also proud to be home to one of the Top 10 Internship Programs in the Country, providing emerging professionals with an unparalleled foundation for a thriving career.
At Zara Group, our core values Faith, Personal Responsibility, Personal & Professional Growth, Feedback Rich & Generosityshape everything we do. Beyond financial services, were dedicated to giving back, supporting initiatives like Alexs Lemonade Stand in the fight against childhood cancer and contributing as a Davenport Society Member to the Mizzou School of Business.
Our thriving office is located: 424 S. Woods Mill Rd. Ste 300 Chesterfield, Missouri 63017
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Jim Zara Wealth Management Advisor
How long with NM? 34 years.
Prior Experience? Prior to joining NM, Jim graduated from the University of Missouri's Business School.
Passionate About? Jim is passionate about his familyhis wife and their three children. Outside of work, Jim is an avid supporter of Mizzou sports, particularly football and basketball, where he enjoys game days from his suite on the 50-yard line. He loves the outdoors, especially hunting and fishing, with memorable trips to Africa and Alaska alongside his son. Jim also values coaching, leadership development, personal growth, and maintaining a healthy lifestyle.
Cassandra Clemens Director of Recruitment and Selection:
How long with NM? 4 years.
Prior Experience? Graduated from Mizzous Journalism School in 2010. Spent 3 years selling Personal Lines Insurance before transitioning into a Sales Training & Development Specialist role for a large insurance and travel organization, where she worked for 7 years.
Passionate About? Outside of business, Cassandra is passionate about traveling and spending weekends at the Lake of the Ozarks, where she enjoys boating. She co-runs an online boutique with her aunt and splits time between St. Louis and Arizona to visit family. She loves being active outdoors, especially hiking with her Chocolate Lab.
Jesstine Kemper Financial Advisor:
How long with NM? 6 years.
Prior Experience? Before joining NM, Jess held leadership roles in various departments within the casino industry, working as a hotel manager, casino floor supervisor, slot supervisor, and marketing manager.
Passionate About? Jess loves spending time with her husband and their 1.5-year-old son. They recently renovated a historic 1890s home in Soulard and enjoy exploring new restaurants in St. Louis, especially those featuring ethnic cuisine. Adventurous travelers, they are committed to leaving the country at least once a yearher favorite destination is Vienna, Austria.
Brian LaValle Private Wealth Advisor:
How long with NM? 22 years.
Prior Experience? Before joining NM, Brian worked in software sales and engineering. He started his career as an engineer and later founded a small company, where he was responsible for software architecture and selling their products.
Passionate About? Brian is deeply committed to his family, including his significant other, his four children, and six grandchildren. He loves spending time outdoors, especially hunting and fishing, and enjoys relaxing on his property in Bowling Green, MO.
Jakob Junker Financial Representative:
How long with NM? 6 months.
Prior Experience? Before joining NM, Jakob worked in the mortgage industry as a loan coordinator for a large U.S. lender.
Passionate About? Outside of work, Jakob enjoys spending time with his fiance Sarah. They love hiking on his parents' farm in Warrenton, MO, with their Pit Mix. Jakob is an enthusiast of trying new microbreweries in downtown St. Louis and enjoys playing slow-pitch softball. He is also a big fan of attending sporting events, especially Cardinals and Blues games.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Zara is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Traveling Banking Specialist - West County
Finance associate job in Ballwin, MO
Come be part of an innovative and exciting team focused on helping people connect with solutions offered at First Bank. We are looking for individuals that enjoy using technology to share information to help clients save time, save money, and explore new ways to conduct day-to-day banking. This role will support branches regionally, based on staff required daily to drive efficient branch operations.
The Traveling Banking Specialist role will focus on facilitating client support and ongoing utilization of our banking technology and client interaction within First Bank.
If you enjoy:
* helping people and providing exceptional client service
* technology and have a knack for systems
* working in varied locations
This exciting new role is probably for you.
What You Will Be Doing
* Provide Lobby Leadership and "choreograph" the interaction of the users. Engage clients as they enter the branch and learn about the purpose of their visit
* Personalize the experience by introducing the technology to first-time Interactive ATM (commonly known as ITMs) users
* Educate and introduce other digital solutions such as online banking
* Instruct the user on how to initiate an Interactive Teller session
* Educate users on the benefits of the new technology
* Discuss capabilities and benefits of ITM/Virtual Banking
* Answer questions about technology, services and branch transformation
* Mobile banking and online account opening
* Effectively address concerns to move past client objections
* Communicate feedback and issues to improve client experience
* This role may involve working from multiple retail branch locations on a rotation or in sequence based on technology rollout and schedules
* Role may involve interacting with clients in drive-up locations (where applicable)
* Provide support and staffing assistance in the Midwest-Metro Region
* High School diploma or equivalent.
* Minimum of 1 year in customer service; or equivalent experience.
* Possess a strong orientation towards servicing customers.
* Have access to a reliable means of moving between branch locations as required and can arrive when scheduled.
* Ability to communicate effectively to various audiences
* Multi-lingual, a plus
* U.S. Military Veterans are encouraged to apply
Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.
Diversity
At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.
First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.
Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.
The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay is: $19.00 to $24.00.
Financial Analyst
Finance associate job in Saint Louis, MO
Financial Analyst - Driving Strategic Pricing & Commercial Growth! We are seeking a highly analytical and business-savvy Financial Analyst to support pricing strategy and financial planning for our most critical strategic accounts. This role will be instrumental in driving profitable growth by developing pricing models, analyzing customer profitability, and partnering cross-functionally to support strategic decision-making.
What's in it for You
* Competitive Salary: $70,000+ / year
* Work Site Location: St. Louis, MO
* Set Schedule: Monday through Friday, 9:00 a.m. to 5:00 p.m.
* Comprehensive Benefits: Medical, dental, and vision insurance plans, 401(k) with employer matching contributions, paid time off (PTO) policy, paid holidays, disability coverage, and life insurance options.
* Career Growth: Career growth opportunities at GardaWorld
Your Responsibilities
* Develop and optimize pricing models for security service offerings, including guard services, patrols, technology-enabled solutions, and bundled contracts.
* Partner with Sales, Operations, and Account Management teams to support strategic account proposals, renewals, and negotiations.
* Analyze customer-level profitability, cost-to-serve, and margin performance across service lines and geographies.
* Provide financial insights to support contract pricing, service level adjustments, and long-term strategic planning.
* Monitor industry trends, competitor pricing, and regulatory changes impacting security services.
* Prepare and present financial reports, dashboards, and scenario analyses to senior leadership.
* Support RFP responses and pricing strategy for new business opportunities.
* Ensure pricing compliance with internal policies and external contractual obligations.
Your Qualifications
* Bachelor's Degree in Business, Finance or related degree; MBA or CFA preferred.
* Strong proficiency in Microsoft Excel (pivot tables, vlookups)
* Authorized to work in the United States
* Able to pass an extensive screening process
* 3+ years of experience in financial analysis, pricing strategy, or strategic planning.
* Experience working with ERP systems and CRM platforms (e.g., SAP, Salesforce, WinTeam).
Your Skills and Competencies:
Competencies:
* Hands-on Approach
* Business Acumen
* Problem Solving
* Communication
* Consultation
* Relationship Management
* Ethical Practice
Ideal Skills, Characteristics, & Experiences:
* Highly organized
* Self-motivated with a high sense of urgency
* Experience in the security services industry or other labor-intensive, service-based sectors.
* Understanding of cost allocation models, regional pricing strategies, and customer segmentation.
* Acts with integrity
* Resilient and adaptable
* Competitive spirit
GardaWorld: Make the World a Safer Place
In the United States, GardaWorld Security remains the only guarding security company to be Certified by Great Place to Work. This could be more than a job - 26% of our corporate employees started as frontline workers.
GardaWorld Security is a global champion in sophisticated and tailored security solutions, employing and training highly skilled and dedicated professionals across the globe, offering a wealth of opportunities to individuals looking to gain experience and develop professionally in a growing industry.
It is the policy of GardaWorld Security Services to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, veteran status, or disability in accordance with applicable federal laws. In addition, GardaWorld Security Services complies with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment including, but not limited to hiring, placement, assignment, promotion, termination, layoffs, recalls, transfers, leaves of absence, compensation, and training. It is also the policy of GardaWorld Security Services not to honor requests that employees be assigned on the basis of sex or any other classification protected by law, unless such request is based on a bona fide occupational qualification for that assignment.
Qualifications
Education
College Financial Representative, Internship Program
Finance associate job in Clayton, MO
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 in financial 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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Finance associate job in OFallon, MO
Job DescriptionBenefits:
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Position Overview
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Financial Services Representative
Finance associate job in Ladue, MO
Financial Service Representative - Branch Network Department; Ladue Branch
Banking • Full-Time • Branch Network
Scott Credit Union is hiring a Financial Service Representative in Ladue, MO to help support our members and strengthen our connection with the community. If you're passionate about delivering exceptional service, skilled at building relationships, and thrive in a collaborative, people-focused environment - we'd be excited to welcome you to our award-winning team.
Schedule: Full-time | Monday-Saturday, Saturday rotation as scheduled
Work Location Status: Fully on-site at the Ladue, MO Branch.
About the Role
Financial Service Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members who walk into the branch, over the phone and through outbound calling efforts. During their conversations, Financial Service Representatives are to educate members on the products and services SCU has to offer and resolve any questions or issues that arise.
Why Join Scott Credit Union?
Scott Credit Union has been designated a
Top Workplace
by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth.
Benefits include:
11 paid holidays and competitive PTO
401(k) with employer match
Medical, dental, vision, and life insurance
Short-Term Disability, including maternity leave
Tuition reimbursement program
“Dress for your day” policy
Career advancement opportunities
Supportive, team-oriented culture
What You'll Do
Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU's member engagement model.
Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals.
Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed.
Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition.
Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR.
Fosters and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results.
What You Bring
High school diploma or equivalent
Minimum one year of customer service experience
Personal computer experience to include Microsoft Office products
Is This You?
You're energized by creating meaningful connections and delivering strategic solutions
You stay focused under pressure and prioritize precision in your work
You take initiative, own your projects, and consistently aim for high-quality results
You're looking to build a long-term career where your skills can grow and evolve
Our Commitment
At Scott Credit Union, our purpose is to support members through every phase of their financial journey. We believe in accountability, integrity, diversity, service excellence, and continuous growth-for both our members and our employees.
Apply today to join a trusted organization that values your contribution and invests in your future. If selected, next steps may include a phone or in-person interview.
universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking;
Auto-ApplyFinancial Services Representative (Overstaff)
Finance associate job in Alton, IL
World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $15 - $19
What You'll Do:
Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
Guide customers toward upward credit mobility through responsible financial choices.
Deliver top-tier customer service by assisting with questions, concerns, and available products.
Process and prepare loan applications, documents, and renewals accurately.
Take and process customer payments.
Prepare and execute loan closings on current and renewal loans.
Balance assigned cash drawer daily and ensure all transactions are accurate.
Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
Maintain strong customer relationships and represent the company's values in every branch supported.
Collaborate with Branch Managers and team members to meet performance goals.
Other duties include but are not limited to:
Calling approved and unmade applications to close loans daily.
Supporting tax services and helping build tax clientele.
Sending complete and accurate credit denial letters within 30 days from the date of application.
Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
Reliable transportation for daily travel to assigned branches and bank deposits.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyFinance Intern
Finance associate job in Brentwood, MO
Building People that Build the world.
With platforms in HVAC and Detection and Measurement, SPX Technologies builds innovative solutions that enable a safer, more efficient, sustainable world. Through our RiSE talent development framework, we Reach, Identify, Strengthen, and Engage our employees to support them in their continued development. We're a global company of problem solvers, collaborators, and innovators, and our businesses build solutions that impact the world.
How you will make an Impact (Job Summary)
SPX is a diverse team of unique individuals who all make an impact. As the Finance Intern, you will gain valuable exposure to the financial operations of a global manufacturing company while working on projects that have real impact. You will assist the finance and accounting team with analysis, reporting, and process improvement initiatives, while leading at least one critical project focused on solving a problem, improving a process, or enhancing financial decision-making.
This role provides an opportunity to apply your classroom knowledge in a professional setting, strengthen your analytical and business skills, and learn how finance partners with operations, manufacturing, and commercial teams to support a growing business.
What you can expect in this role (Job Responsibilities)
While specific projects will vary, your responsibilities may include:
1. Financial & Accounting Support
Assist with analysis of financial data, including income statements, balance sheets, and cash flow.
Support monthly reporting, account reconciliations, and variance analysis against budgets/forecasts.
Contribute to forecasting, budgeting, and planning processes alongside finance leaders.
2. Project Ownership
Lead at least one high-impact project designed to improve a financial or accounting process, enhance reporting, or solve a team challenge.
Develop recommendations and present findings to finance leadership.
3. Process Improvement & Analysis
Support continuous improvement initiatives by identifying inefficiencies or gaps in finance processes.
Assist in documenting, streamlining, and standardizing procedures.
Participate in projects aimed at automation, reporting enhancements, or data analysis.
4. Communication & Cross-Functional Support
Partner with finance, accounting, and operational teams to understand business drivers and support decision-making.
Prepare reports, dashboards, and presentations that summarize financial performance and trends.
Share insights with managers and cross-functional partners.
What we are looking for (Experience, Knowledge, Skills, Abilities, Education)
We each bring something to the table, and we are looking for someone who has:
Required Experience
Strong time management, organization, and attention to detail.
Problem-solving mindset and willingness to learn new tools and concepts.
Clear written and verbal communication skills; collaboration in a team setting.
Proficiency in Microsoft Office (Excel, PowerPoint, Word).
Preferred Knowledge, Skills, and Abilities
Experience with business systems (e.g., ERP/CRM/CPQ) or analytics tools (e.g., Excel, Power BI) is a plus.
Education & Certifications
Currently pursuing a Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field.
Travel & Working Environment
Hybrid schedule
Office-based environment
How we live our culture
Our culture is at the center of what we do and, more importantly, who we are. Our core values set a standard for how we manage ourselves, and our Leadership Model sets the standard for how we engage with each other. Whether you are an individual contributor or you lead a large team, each of us leads at SPX.
Our commitment to embrace diversity to build a culture of inclusion at SPX
We value different backgrounds, experiences, and voices at SPX, and we are committed to challenging ourselves, openly communicating, and striving to improve every day. We believe in creating an inclusive work environment where everyone has a voice and is encouraged to realize their fullest potential.
SPX is an affirmative action and equal opportunity employer committed to making selection decisions without regard to race, color, religion, sex, sexual orientation or identity, national origin, age, disability, veteran status, or any other legally protected basis.
Flex Banker
Finance associate job in Des Peres, MO
The individual in this position will be responsible for providing timely and high quality support to the retail areas. They will act as a floater for short and long term coverage in the teller, new accounts, or safe deposit in any of our branches. When coverage is not needed they will assist with projects and other administrative duties as needed.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
* Perform all basic daily teller functions including deposits, withdrawals, cash checks, TTL processing, cash advances, selling money orders, cashier's checks, travelers checks and savings bonds.
* Maintain an average or higher level of performance with regards to the Teller Performance guidelines and Teller Performance Standards.
* Meet and /or exceed all Central Bank of St. Louis referral, sales and service goals.
* Understand and adhere to all security-related policies and procedures with regards to cash handling, customer services and internal auditing.
* Understand and enforce all bank policies, procedures, and governmental regulations to include BSA.
* Have a thorough knowledge of the on-line teller system, banking system and new accounts system.
* Perform all other job-related duties as they are assigned by the Supervisor or Branch Manager.
* Open and close consumer and commercial accounts.
* Prepare signature cards, resolutions, and other documents pertinent to the sales process.
* Accept account maintenance requests from customers and complete necessary documentation.
* Other Duties as assigned.
* Travel from various branches to complete job assignments.
* Understands and complies with all banking regulations, especially BSA/ AML as it pertains to job duties and responsibilities.
ADDITIONAL DUTIES AND RESPONSIBILITIES:
Assist others in the department/facility as needed and/or directed. May be assigned vault and/or ATM balancing responsibilities. May be assigned new account responsibilities. May be assigned other duties and responsibilities. May be assigned work or training at other assigned locations.
POSITION REQUIREMENTS:
* High school education or equivalent; or high school senior student working in school Cooperative Education Program.
* Valid driver's license with a clean driving background required.
* Cash handling and customer service experience preferred.
* Basic math skills, PC and typing skills required.
* Attention to detail and ability to maintain regular and punctual attendance.
* Ability to read, write, and speak English. Effective oral and written communication skills.
* Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner.
* Must possess good judgment skills and the ability to handle confidential information.
* Ability to work quickly and accurately, to analyze information and make decisions.
* Willingness to assume additional responsibilities/duties/projects as they arise.
* Ability to operate teller and office equipment including computers, calculators/adding machines, telephones, voice mail, electronic typewriters, copy machines, fax machines, automatic currency counter, coin machine, check encoder, and security devices.
* Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
* Previous teller and personal banker experience preferred.
* Must be extremely sales and service orientated.
* Ability to travel from branch to branch when needed.
* Must be very flexible and adapt well to different surroundings and people.
Corporate Finance IB Senior Analyst
Finance associate job in Saint Louis, MO
JOB SUMMARYThe Senior Analyst of our Corporate Finance Team (Investment Banking) team, will play a crucial role in providing financial advisory and analysis services to our clients across various industries. This position requires a strong foundation in corporate finance, financial modeling, and analytical skills. You will work closely with our team of professionals to deliver valuable financial insights and support our clients in making informed decisions.
Candidates must reside in St. Louis or surrounding areas.
Conduct advanced financial analysis, including complex financial modeling, valuation, and due diligence for a wide range of investment opportunities
Lead and manage transaction processes, including mergers and acquisitions, capital raising, and financial restructuring, from start to finish. Coordinate with cross-functional teams to ensure successful deal execution
Build and maintain strong client relationships by serving as a primary point of contact, providing strategic advice, and addressing client inquiries throughout the engagement
Stay updated on industry trends, market conditions, and competitor data, and use this information to provide clients with valuable insights and strategic recommendations
Mentor and provide guidance to junior analysts, delegating tasks, and fostering their professional development
Ensure compliance with all relevant financial regulations and reporting requirements throughout the transaction process
Prepare and review complex financial reports, information memorandums, presentations, pitch books, and transaction documents, ensuring accuracy and clarity
Identify potential risks and opportunities during due diligence and develop strategies to mitigate risks and optimize deal structures
Supervisory responsibilities
None
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Some travel may be required to client sites during engagements
Required education and experience
Bachelor's degree in finance, economics, or a related field
2 - 4 years of experience in investment banking, corporate finance, credit, or a related role
Exceptional communication, presentation, financial modeling and analytical skills
Preferred education and experience
Any FINRA licenses including, SIE, Series 7, 79, 63
Capital markets modeling prep courses, trainings, certifications, etc.
Other industry specific designations, for example, CFA or CAIA, or progress towards
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplyFinancial Services Representative
Finance associate job in Saint Louis, MO
Scott Credit Union is calling all customer service professionals who are interested in a full-time Financial Services Representative position in the Crestwood, MO area to apply to join our amazing Crestwood Branch! This Financial Services Representative position works Monday - Saturday (Saturday rotation as scheduled), with varied hours and schedule depending on operational needs.
Purpose, Mission, Vision, Values
At Scott Credit Union, we are committed to upholding our purpose, mission, vision, and values. Our Purpose guides everything we do as an organization and is supported by our actionable Mission, Vision, and Values. If our chosen purpose, mission, vision, and values resonates with you and you want to find meaning in your work, we hope you will apply to become a part of our team!
Purpose:
To be with our members through every phase of their financial journeys, providing financial solutions that support them, their families, and their communities.
Mission:
Members. Value. Community.
Vision:
Building Better Financial Futures.
Values:
Accountability - I take pride and ownership in all I do.
Diversity - I support the diverse and inclusive work environment that is fostered by Scott Credit Union.
Growth - I will pursue professional development with the encouragement of Scott Credit Union.
Integrity - I will maintain the highest ethical standards.
Service Excellence - I am devoted to continuously "WOW"ing members and each other through the 3e Promise.
Why You Should Join Our Team
Scott Credit Union is a recipient of the St. Louis Post-Dispatch Top Workplaces Award 2024, the eleventh time since 2012. This year, SCU was recognized as one of the Top Workplaces for our dedication to our people-first culture. The Top Workplaces award highlights SCU's commitment to creating a positive and supportive work environment, where employees thrive and contribute to the organization's overall success. Our team is our #1 priority, and we are proud to offer great benefits and perks, such as 11 paid holidays, competitive paid time off (PTO), Short-Term Disability (STD) that includes maternity leave, 401k with employer match, medical, dental, vision, and other insurance options, educational reimbursement program, employee assistance programs, opportunities for career advancement, casual “dress for your day” dress code, a positive team-oriented culture, and much more! A comprehensive benefit guide with a full list of our benefits can be found on our career page, scu.org/careers/.
The Day to Day as a Financial Services Representative
Financial Services Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members and educating them on the products and services SCU has to offer. A typical day will look like:
Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU's member engagement model.
Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals.
Recognize cross sale opportunities through needs based financial conversations, referring members to mortgage, business lending/services and investments.
Ensures consistent delivery of SCU's member engagement model leveraging technology including tablets, enhanced ATM's and other digital service channels available to SCU members.
Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed.
Provides one or more of the following services for members, in person, by telephone or by mail:
Processes deposits to share, share draft, and other savings accounts.
Disburses cash or check withdrawals.
Provides money orders and cash advances.
Receives loan payments and service charge payments for services.
Process transfers between accounts as required.
Processes automatic distribution forms, recording allotments according to member's request.
Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition.
Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR.
Responds to routine member inquiry regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members.
Work might be performed on the teller platform, at the Drive-Up windows or in the lobby.
Foster and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results.
Operates computer to accurately post transactions, access account information, balance transactions, and generally update member account transactions and information.
Assist others to complete tasks and work assignments.
Duties, responsibilities, and activities may change at any time with or without notice.
Are You a Good Fit?
Ask yourself the below questions to help determine if this job is the right fit for you.
Do you enjoy engaging with people and providing exceptional customer service?
Are you detail-oriented and like working with numbers?
Do you thrive in a fast-paced environment?
Are you a positive person who enjoys working as part of a team?
Do you enjoy working in a diverse environment with diverse members?
Do you take pride and ownership in all that you do?
Are you looking for a job where you can develop professionally?
If you answered yes to these questions, we hope you apply!
To Be Considered, You'll Need:
A High School Diploma or GED
One year of customer service experience
Personal computer experience, including Microsoft Office products
Are You Ready to Join Our Team?
If this sounds like the right opportunity for you, we hope you apply today! If selected as a candidate, next steps may include a phone interview to go over the basics and/or an in-person interview to learn more about your experiences and qualifications.
universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking;
Auto-ApplyCollege Financial Representative, Internship Program
Finance associate job in Saint Louis, MO
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 in financial 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.
Auto-ApplyBanking Specialist - Kirkwood
Finance associate job in Kirkwood, MO
This position, Personal Banking Specialist, may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain more training and skills to help clients with new accounts as well as other non-monetary transactions.
What You Will Be Doing
* Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Providing maintenance on accounts and products when requested and authorized by the client. For those quoting rates, terms and fees on all products and services and providing necessary disclosures as required (NMLS registration will be required).
* Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
* Identifying the need for borrowing and originating consumer loan applications. Assisting in the processing of loan applications and closing.
* Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
* Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible.
* Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible.
* Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders.
* Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM and vault. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
* Helping coach Banking Specialist I on products, services, policies and procedures.
* Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Works towards achievement of branch and individual sales and referral goals.
* Working to retain existing client relationships and obtain new ones by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
* Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client. (In-Store) Should cultivate relationship with retail store associates.
* Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
* High School Diploma or Equivalent
* Minimum of 12 months previous client service experience preferred
* Previous cash-handling experience required
* Previous banking experience strongly preferred
* NLMS registration preferred
* Developed customer service skills, including written and verbal communication
* Ability to use a PC and alpha/numeric keyboard
* Flexible work week schedule, which may include Saturdays
Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.
Diversity
At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.
First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.
Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.
#INDEW1
The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay: Min $16 - Avg $21
College Financial Representative, Internship Program
Finance associate job in Saint Louis, MO
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.
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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 in financial 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
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
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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.
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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.
Auto-ApplyFinancial Services Representative
Finance associate job in Trenton, IL
Scott Credit Union is calling all customer service professionals who are interested in a full-time Financial Services Representative position in the Trenton, IL area to apply to join our amazing Trenton Branch! This Financial Services Representative position works Monday - Saturday (Saturday rotation as scheduled), with varied hours and schedule depending on operational needs.
Purpose, Mission, Vision, Values
At Scott Credit Union, we are committed to upholding our purpose, mission, vision, and values. Our Purpose guides everything we do as an organization and is supported by our actionable Mission, Vision, and Values. If our chosen purpose, mission, vision, and values resonates with you and you want to find meaning in your work, we hope you will apply to become a part of our team!
Purpose:
To be with our members through every phase of their financial journeys, providing financial solutions that support them, their families, and their communities.
Mission:
Members. Value. Community.
Vision:
Building Better Financial Futures.
Values:
Accountability - I take pride and ownership in all I do.
Diversity - I support the diverse and inclusive work environment that is fostered by Scott Credit Union.
Growth - I will pursue professional development with the encouragement of Scott Credit Union.
Integrity - I will maintain the highest ethical standards.
Service Excellence - I am devoted to continuously "WOW"ing members and each other through the 3e Promise.
Why You Should Join Our Team
Scott Credit Union is a recipient of the St. Louis Post-Dispatch Top Workplaces Award 2025, the twelfth time since 2012. This year, SCU was recognized as one of the Top Workplaces for our dedication to our people-first culture. The Top Workplaces award highlights SCU's commitment to creating a positive and supportive work environment, where employees thrive and contribute to the organization's overall success. Our team is our #1 priority, and we are proud to offer great benefits and perks, such as 11 paid holidays, competitive paid time off (PTO), Short-Term Disability (STD) that includes maternity leave, 401k with employer match, medical, dental, vision, and other insurance options, educational reimbursement program, employee assistance programs, opportunities for career advancement, casual “dress for your day” dress code, a positive team-oriented culture, and much more! A comprehensive benefit guide with a full list of our benefits can be found on our career page, scu.org/careers/.
The Day to Day as a Financial Services Representative
Financial Services Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members and educating them on the products and services SCU has to offer. A typical day will look like:
Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU's member engagement model.
Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals.
Recognize cross sale opportunities through needs based financial conversations, referring members to mortgage, business lending/services and investments.
Ensures consistent delivery of SCU's member engagement model leveraging technology including tablets, enhanced ATM's and other digital service channels available to SCU members.
Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed.
Provides one or more of the following services for members, in person, by telephone or by mail:
Processes deposits to share, share draft, and other savings accounts.
Disburses cash or check withdrawals.
Provides money orders and cash advances.
Receives loan payments and service charge payments for services.
Process transfers between accounts as required.
Processes automatic distribution forms, recording allotments according to member's request.
Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition.
Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR.
Responds to routine member inquiry regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members.
Work might be performed on the teller platform, at the Drive-Up windows or in the lobby.
Foster and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results.
Operates computer to accurately post transactions, access account information, balance transactions, and generally update member account transactions and information.
Assist others to complete tasks and work assignments.
Duties, responsibilities, and activities may change at any time with or without notice.
Are You a Good Fit?
Ask yourself the below questions to help determine if this job is the right fit for you.
Do you enjoy engaging with people and providing exceptional customer service?
Are you detail-oriented and like working with numbers?
Do you thrive in a fast-paced environment?
Are you a positive person who enjoys working as part of a team?
Do you enjoy working in a diverse environment with diverse members?
Do you take pride and ownership in all that you do?
Are you looking for a job where you can develop professionally?
If you answered yes to these questions, we hope you apply!
To Be Considered, You'll Need:
A High School Diploma or GED
One year of customer service experience
Personal computer experience, including Microsoft Office products
Are You Ready to Join Our Team?
If this sounds like the right opportunity for you, we hope you apply today! If selected as a candidate, next steps may include a phone interview to go over the basics and/or an in-person interview to learn more about your experiences and qualifications.
universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking;
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