Louisville, Kentucky;Jeffersonville, Indiana
**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$28k-34k yearly est. 19h ago
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Trader- Baird Trust
Robert W. Baird & Co.Orporated 4.7
Finance associate job in Louisville, KY
About the Role:
Join our team at Baird Trust as a Trader, where you will play a vital role in managing and executing trade orders for our diverse clients. In this dynamic position, you'll oversee all aspects of trade order processing across every business area, including Full-Service Trust Clients and Advisory Strategies.
We are seeking someone with strong expertise in investment management technologies and a solid understanding of complex trading systems and procedures supporting client accounts with various custodians. As a valued member of our team, you'll collaborate closely with our Fixed Income Advisor on acquiring fixed income securities from multiple dealers and partner with our Equity Team to execute trades using SMA models. This is an exciting opportunity to contribute meaningfully while advancing your career in a collaborative and growth-oriented environment.
This position offers flexibility with 4 days/week in our downtown Louisville, KY office and 1 days remote.
The Impact You'll Make:
Executes trading activities for equity and fixed income securities.
Prepares and produces trading reports for management and compliance purposes.
Conducts research on investment opportunities and helps monitor the credit quality of bond issuers.
Supports the development of fixed income investment strategies, including researching and implementing new ideas while ensuring compliance with client Investment Policy Statements.
Carries out both individual and multi-security equity trades, such as block trades.
Builds and maintains strong relationships with brokers and dealers to ensure best execution of portfolio trades.
Collaborates with portfolio managers to design investment portfolios for both retail and institutional clients.
Works closely with portfolio managers and compliance teams to oversee trading activity.
Consistently implements internal controls and ensures adherence to company policies and procedures.
Reviews upcoming reorganizations and informs portfolio managers accordingly.
Handles proxy voting responsibilities, including evaluating upcoming meetings, providing research for proxy vendors, voting physical proxies, and coordinating information with the chief investment officer.
Manages the trading error process, which involves preparing written summaries, making necessary adjustments to client and firm accounts, and reporting to the investment committee.
Follows up on audit findings and tracks corrective actions taken.
Acts as a backup for other Traders and performs additional tasks and projects as assigned.
What You'll Bring to Baird:
Undergraduate degree in related field. Experience may replace education requirement Three to five years of securities industry experience
Previous trading experience required
Proficient knowledge of portfolio investing principles.
Familiarity with rating agency credit methodologies as well as industry investment concepts and products.
Solid understanding of intermediate accounting, economics, and finance principles.
Knowledge of effective communication concepts, methods, and techniques.
Proficient with Microsoft Word and Excel at an intermediate level.
Experience in security selection for both taxable and tax-exempt fixed income, common stocks, and mutual funds; working understanding of investment theory.
Strong analytical and technical skills.
Professional telephone etiquette and ability to interpret and apply organizational policies and procedures.
Meticulous attention to detail, strong organizational abilities, accuracy, and advanced math skills.
Excellent organizational and time management capabilities to prioritize tasks and ensure timely completion of projects.
Highly self-motivated with a dedication to excellence.
Effective communication skills and professional demeanor for interaction across all levels of management, colleagues, and external counterparts.
Ability to organize, manage, prioritize, and track multiple detailed assignments in a dynamic environment while meeting strict deadlines.
Proven capacity to establish and maintain productive working relationships throughout the organization.
Demonstrated aptitude for working collaboratively in a team setting as well as independently, employing initiative to solve problems and contribute to team success.
Licenses/Certifications:
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 6 months of hire.
#LI-TA1
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$90k-144k yearly est. Auto-Apply 15d ago
Financial Analyst
Big Ass Fans 3.5
Finance associate job in Lexington, KY
Big Ass Who? We didn't set out to start a fan company. We set out to solve a problem-workplace discomfort. (Sorry, HR, not your kind.) Facilities become furnaces during the summer, but businesses still expect peak performance and productivity. Without providing the basic human right of comfort, that's just asinine. Seeing how overhead fans cooled California dairy cows begged a massive question for our founder. "Can a fan be made to revolutionize comfort for people?" he uttered. That's when the HVLS Fan Company was born-with the first-ever patented high-volume, low-speed fan. But that name? BOR-ing. And customers knew it. We kept getting calls asking, "Are you the guys who make those big ass fans?" Hell yeah we are. And Big Ass Fans was born, complete with our own cheeky donkey mascot, Fanny. Today, we don't just move air, we transform experiences. Big Ass Fans deliver comfort where it counts. We build every product like lives depend on it. Because, turns out, they do.
Our success is a result of the Big Ass Fans team's innovation. Are you seeking an opportunity to work with extraordinary people with an entrepreneurial spirit? Do you have something that sets you apart from the rest? With a bias for action, we want you to #livelifebigass and bring the next great BAF product to market. From our customers to our employees, we are passionate about what we can accomplish together. The successful candidate will bring passion, energy, and a "get it done" mentality to BAF and the industrial business and contribute in a meaningful way to realize the company's full potential in the market.
Opportunity
Are you ready to dive into the world of finance and make a real impact? Our Big Ass Fans Finance team is expanding, and we're on the hunt for a Financial Analyst to join our ranks! As a part of our FP&A team, you'll be at the forefront of driving profitability and reducing waste, making Big Ass Fans more efficient than ever. You'll be a part of the team's mission to support the business through 80/20 segmentation, cross-departmental communication efforts and high-level data analysis and problem solving. As a successful team member, you'll thrive on digging into data, searching for insights, and deliver data-driven awesomeness to managers and teams throughout the company. If you're passionate about numbers and nerd out on solving problems, this is your time to shine!
What You'll Do
* Drive our segments through 80/20 analysis to understand the impacts to our business by breaking our data into Quads and Quartiles.
* Provide recurring reports describing business performance while also identifying, tracking down, and attempting to explain anomalies in these reports using quantitative methods.
* Analyze trends in DSO, DPO, and DIO to improve processes and forecast accuracy.
* Partner with business units to develop CapEx budgets aligned with strategic priorities and track spend vs plan.
* Serve as an indispensable resource of critical information to business unit leaders; work closely with them to understand the intelligence they need to make the best decisions.
* Identify and track key productivity metrics across departments.
Use historic data to produce predictions regarding future performance and product needs.
* Evaluate, suggest and implement improvements to department processes and reports.
* Work with teams across the company to ensure consistency, organization, and integrity throughout data pipeline processes.
What You'll Bring
* Bachelor's degree in a relevant field
* 3-5 years proven experience in Strategic Finance/FP&A
* Highly capable in Microsoft Excel and PowerPoint
* Ability to efficiently summarize variances and present actionable insights to upper management
* Advanced skills in a live data visualization tool (Power BI) preferred
* Must be able to independently identify a problem area and sift through multiple data sources
* Strong analytical, communication, and interpersonal skills
* Proven success collaborating with a range of departments
* 80/20 Experience a plus
Think you have what it takes, but your background doesn't perfectly align with this role? No sweat! If this position gets your fan spinning, we encourage you to apply and tell us how you'll succeed with your unique skills in your application.
First 90 Days
Every Big Ass Fans employee works towards the company's growth goals, and no goal is successful without a plan. When you kickstart your BAF journey with a strong 90-day plan, you'll be set up for a great first day, week, month, quarter and beyond! Here's a snapshot of the first 90 days as a BAF Financial Analyst:
Days 1-30:
* Complete your onboarding activities, including an on-site 4-day FANdamentals training.
* Meet your peers and stakeholders you'll be working with on a daily basis.
* Develop a base understanding of BAF's software and processes to perform your daily tasks.
* Start utilizing our ERP and CRM in conjunction with the Data Warehouse to dig into data and develop financial models.
Days 31-60:
* Develop a strong understanding of data foundation, terminology, and connectivity.
* Begin conducting P&L insight meetings with Segment VPs to dive into the details.
* Develop an understanding of cost-saving opportunities that directly influence strategic decisions.
Days 61-90+:
* Partner closely with Segment VPs and start presenting data-driven findings to drive productivity, 80/20 processes into the business, and investment opportunities.
* Begin building complex cash flow forecasting by designing a dynamic model to increase forecast accuracy.
* Develop a comprehensive financial model that provides key insights into productivity opportunities.
The Interview Process
* First Conversation: You'll be speaking with a BAF Recruiter! Here, you'll discuss the opportunity more in-depth, and talk through any questions you have, as well as cover any details that didn't come out in job description.
* Hiring Manager Interview: This will be a virtual interview with the FP&A Manager. In this conversation, you'll go through all of the in-depth details of the position, going over the day-to-day operations, and learn about the role's KPIs.
* Assessment: You'll complete an online behavioral assessment to help us better understand your work style and how you may align with our team and culture.
* Panel Interview: As a final step, you'll come onsite for an in-person interview, including the CFO, Finance leadership, and peer by presenting your professional background to the group and individual time to answer specific questions.
How do you live life Big Ass?
Wonder what it's like to walk through our Headquarters? Click here to get a virtual tour, and while you're at it, check out our Benefits and Perks!
Be a part of something BIG
You're not just a member of the Big Ass Fans team; it's BIGGER than us. We are a Madison Industries company - one of the largest and most successful privately held companies in the world. Madison Industries has fostered and built exceptional companies that are essential to our collective health and well-being. Come join our mission to make the world healthier, safer, and more productive to build something truly remarkable!
Why haven't you applied yet?
Big Ass Fans is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin, age, disability or veteran status. Big Ass Fans maintains an environment where each individual is valued and respected. Individuals are expected to understand and comply with OSHA and ISO 9001 standards and procedures. Individuals are expected to apply safe work methods when performing the job requirements in hazardous and non-hazardous environments to avoid injury to self to co-workers or damage to property. Individuals are expected to report unsafe work conditions or equipment operation to supervisors immediately and observe all safety rules.
If you need assistance or accommodation due to a disability, you may email us at ************************* or call us at **************.
$49k-66k yearly est. Auto-Apply 60d+ ago
Building Material Commodity Trader - Lawrenceburg, KY
Tri-State Forest Products 3.6
Finance associate job in Lawrenceburg, KY
Building Material Commodity Trader - Lawrenceburg, KY
Build your career at Tri-State!
Tri-State Forest Products is a family owned and operated business. Tri-State is the leading wholesale building materials distributor in the Mid-West with 10 locations in Ohio, Indiana, Michigan, Kentucky and Tennessee specializing in engineered wood products. For 30 years we've been providing our brand of personal service accompanied with high quality products to the Tri-State market areas. If you want to feel appreciated and valued while working with a great team, Tri-State is the place to be.
Job Summary:
As a Commodity Trader specializing in building materials, you will leverage your market knowledge and analytical skills to manage and optimize the purchasing and selling of building materials. You will be responsible for developing and executing trading strategies, conducting market analysis, and building strong relationships with suppliers and customers to maximize profitability and minimize risks.
Responsibilities:
Develop and maintain strong relationships with customers
Cultivate new opportunities with new and existing customers
Inventory management & forecasting
Monitor market trends, pricing fluctuations, and supply chain dynamics
Qualifications:
Bachelors' degree in business, supply chain management, finance, or related field
3+ years of experience in building materials commodity trading
Strong sales experience
Strong understanding of commodity markets, pricing strategies, and risk management processes.
Excellent negotiation, communication, and interpersonal skills
Building material product knowledge required
Benefits:
Medical & Prescription coverage
Dental & Vision Coverage
Hospital & Accident Coverage
Company Paid Basic Life Insurance (Employee, Spouse, & Children)
Company Paid Short-Term & Long-Term Disability
Additional Group Life Insurance
Paid Time Off (Immediately Available Upon Hire)
Holiday Pay
Traditional & Roth 401k Options w/ annual company match
Employee Referral Program
**This job description is intended to describe the general nature and level of the work being performed by the individuals assigned to this job. This is not an exhaustive list of all duties and responsibilities. Management reserves the right to amend and change the duties and responsibilities of this job to meet business and organizational needs as necessary.
**Tri-State is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran's status, or, any other protected characteristic.
$75k-135k yearly est. 5d ago
Personal Banker - Lawrenceburg, KY
Wesbanco Bank Inc. 4.3
Finance associate job in Lawrenceburg, KY
Back Personal Banker #42-8670 Lawrenceburg, Kentucky, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be West Park, Lawrenceburg, KY.
Market Lexington Work Hours per Week 37.5 Requirements
High school diploma required.
Banking, cash handling, sales, and customer service experience preferred.
Supervisory or leadership skills desired.
Job Description
SUMMARY:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Personal Bankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The Personal Banker is responsible for the consistent execution of the consumer-based and business relationship building efforts of a full service banking center. The Personal Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Personal Banker will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market.
From an operational standpoint, the Personal Banker is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a teller, assisting in supervising, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
ESSENTIAL FUNCTIONS:
Excellent Customer Service
Business development (inside and outside)
Relationship building
Cross-selling of Bank's products and services
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Cross-sells consistently and makes appropriate business line referrals as defined by location goals.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Other duties may be assigned.
OTHER SKILLS AND REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and cross selling performance expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Lawrenceburg, Kentucky, United States
$30k-36k yearly est. 3d ago
Plant Finance Analyst - USAC
3M Companies 4.6
Finance associate job in Cynthiana, KY
Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Plant Financial Analyst for the United States and Canada (USAC), you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
* Serving as the financial business partner for CBG plants
* Supporting plant and business teams through annual operating plan, monthly forecasting, and review processes
* Influencing strategies, priorities, and resource allocation decisions for the business
* Collaborating with cross-functional business team members to assess the impact, prioritize, and implement initiatives to help the organization meet its financial and operational goals
* Ensuring compliance with 3M's Global Financial Standards
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
* Bachelor's degree or higher in Finance or Accounting (completed and verified prior to start).
Additional qualifications that could help you succeed even further in this role include:
* Three (3) years of finance and accounting experience in a private, public, government, or military environment
* Excellent influencing, written, and verbal communication skills
* Experience leading others and contributing on cross-functional teams
* Excellent organizational skills
Work location: This role follows on-site workijng model, requireing the employee to work at least four days a week at the 3M Center in Maplewood, MN, Hutchinson, MN, Tonawanda, NY; Cynthiana, KY; and Perth, Canada
Travel: May include up to 10% domestic
Relocation Assistance: Not Authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting
Applicable to US Applicants Only: The expected compensation range for this position is $96,558.00 - $118,014.60, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ***************************************************************
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
$96.6k-118k yearly Auto-Apply 26d ago
Financial Representative State Farm Agent Team Member
Clint Conrad-State Farm Agent
Finance associate job in Lexington, KY
Job DescriptionBenefits:
401(k) matching
Health insurance
Paid time off
Training & development
Join Our Team! Are you passionate about making a positive impact? Join Clint Conrad, an award-winning State Farm Agent, and help empower people to manage everyday risks, recover from the unexpected, and achieve their dreams.
About the Role:
We're seeking a competitive producer who can transform leads into lasting customer relationships. Youll leverage your insurance knowledge to identify client needs and provide tailored solutions while contributing to our agency's strategic goals.
Key Requirements:
Must be able to obtain Property & Casualty and Life & Health Licenses
Excellent written, verbal, and auditory communication skills
Self-motivated and dedicated to exceptional customer service
Ability to effectively connect with customers, answer their questions, and anticipate their needs
Desired Experience:
Previous sales or insurance experience preferred
Proven track record of meeting or exceeding sales goals
Experience in customer relationship management
Benefits:
Simple IRA: Plan for your future with our retirement savings option.
Salary & Commission/Bonus: Enjoy a competitive compensation structure that rewards your efforts.
Paid Time Off (PTO): Take time for yourself with our generous PTO policy.
Valuable Work Experience: Gain hands-on experience in a supportive environment.
Growth Potential: Access opportunities for advancement within the agency.
Agent Aspirant Program: For those aspiring to own a business, providing a pathway to entrepreneurship.
Compensation:
Salary: $40,000 - $60,000 per year (including commission and bonus potential)
Office Location:
Lexington, KY
A Message from Clint Conrad:
Im originally from Falmouth, KY, and have proudly served my community as a second-generation State Farm Agent since 2013. As risk managers, its our responsibility to educate our customers about coverage and potential gaps. Often, we identify significant gaps in liability protection and life insurance that families may overlook.
Ready to Join?
Help us make a difference in the lives of our customers. Apply today and become part of our dedicated team!
$40k-60k yearly 19d ago
Financial Analyst - Clothes Care
GE Appliances, a Haier Company 4.8
Finance associate job in Louisville, KY
At GE Appliances, a Haier company, we come together to make "good things, for life." As the fastest-growing appliance company in the U.S., we're powered by creators, thinkers and makers who believe that anything is possible and that there's always a better way. We believe in the power of our people and in giving them the freedom to explore, discover and build good things, together.
The GE Appliances philosophy, backed by three simple commitments defines the way we work, invent, create, do business, and serve our communities: _we come together_ , _we always look for a better way_ , and _we create possibilities_ .
Interested in joining us on our journey?
As a GE Appliances' Financial Analyst - Clothes Care, you'll support financial analysis, forecasting, and reporting for Clothes Care new product introduction (NPI) programs. This role provides analytical support to cross-functional partners and Finance leadership across planning, budgeting, and forecasting cycles, operating within established financial frameworks and processes. The position is an established individual contributor role with general supervision
**Position**
Financial Analyst - Clothes Care
**Location**
USA, Louisville, KY
**How You'll Create Possibilities**
**Essential Duties & Responsibilities**
+ Perform and support financial analysis for new product introduction (NPI) programs within Clothes Care, including cost/benefit analysis, payback calculations, and assessment of forward-looking commercial and financial impacts.
+ Partner with cross-functional program teams (Technology, Product Management, and Finance) to provide financial inputs, analysis, and reporting in support of NPI execution.
+ Track program spending and benefits against approved plans, preparing variance analysis and identifying risks or issues for escalation to finance and program leadership.
+ Prepare financial analyses, reports, and presentation materials to support formal program tollgate reviews, including financial, marketing, and program reviews.
+ Support monthly NPI tracking and post-launch reporting, including orders, sales, margin, implementation costs, and other scorecard metrics.
+ Assist in consolidating and rolling up multi-year NPI spend budgets in partnership with Technology and Product Management teams.
+ Complete monthly NPI investment and expense forecasts and perform variance analysis versus plan.
+ Perform monthly close activities and quarterly account reconciliations for Clothes Care products, including accruals and journal entries, in accordance with established finance procedures.
+ Support cross-functional and finance-led analyses aimed at improving overall product line profitability.
+ Maintain and update commercial P&L estimates for SRO, LTP, and SII processes in alignment with approved assumptions and guidance.
+ Provide analytical support to Finance leadership during SOP, budgeting, and forecasting cycles by preparing data, insights, and reporting to support decision-making.
+ Support Operating and Finance teams with ad hoc analysis and reporting for key initiatives as needed.
+ Identify and recommend opportunities for process improvement related to reporting simplification, automation, and forecasting accuracy.
**What You'll Bring to Our Team**
**Position Competencies** **(Required Knowledge, Skills, & Abilities)**
+ Practical knowledge of financial analysis, forecasting, and reporting, typically obtained through a combination of education and professional experience.
+ Ability to independently manage assigned tasks and priorities within defined processes and timelines.
+ Strong analytical skills with the ability to solve difficult, but not highly complex, problems using established financial tools and methodologies.
+ Effective communication skills, with the ability to explain financial data, assumptions, and results to partners within the job area and immediate cross-functional teams.
+ Ability to collaborate effectively with cross-functional stakeholders and apply financial insights to support program and business objectives.
+ Demonstrated attention to detail and ability to operate effectively in a fast-paced, deadline-driven environment.
+ Proficiency in financial systems, reporting tools, and standard accounting practices.
+ Systems Skills Needed: proficient in Excel and Hyperion
**Educational and Experiential Background**
+ Bachelor's Degree in Finance, Accounting, Business, or related field
+ Minimum of 3 years of relevant financial analysis experience.
**Preferred Education/Experience**
+ MBA or advanced degree preferred.
**Working Conditions & Travel Requirements**
+ Working conditions are typical for an office environment.
+ No ongoing travel expected. Occasional conferencing and/or external training attendance may be required at times.
**Our Culture**
Our work is centered on our People and Culture as reflected in our Zero Distance philosophy and we recognize the importance of reaffirming our commitment to inclusion and diversity (I&D). This underscores our commitment to fostering an environment where every individual feels valued, connected, and empowered to contribute, while positioning our organization to adapt seamlessly to the evolving needs of our workforce and communities.
This reflects our dedication to creating solutions that: Empower colleagues by fostering an environment where all voices are heard, valued, and encouraged to contribute. Strengthen communities where we live and work. Reinforce a culture of belonging, purpose, and engagement. Reflect the diversity of the communities we serve through our workforce, products, and practices.
By further embedding Zero Distance into our People and Culture framework, we will continue to build a deeply connected organization. We are cultivating a culture of engagement, belonging, and connection, because while attracting new talent remains a priority, retention is a cornerstone of our strategy.
GE Appliances is a trust-based organization. It is important we offer our employees the flexibility they need to do their best work while balancing the needs of the business and individuals. When you join GE Appliances, you will have the opportunity to work with your leader to create a flexible work arrangement that balances the needs of the individual, team, and organization.
GE Appliances is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Appliances participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S
_If you are an individual with a disability and need assistance or an accommodation to use our website or to apply, please send an e-mail_ _to *******************************_
$51k-69k yearly est. 8d ago
Private Client Banker- St Matthews - Louisville, KY
JPMC
Finance associate job in Louisville, KY
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 in financial 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: **************************************************************************
$31k-62k yearly est. Auto-Apply 60d+ ago
Financial Analyst
DSV Road Transport 4.5
Finance associate job in Florence, KY
The Financial Analyst provides support to the local management team that may include, but is not limited to financial reporting and control, income management, debt management, submitting invoices for payment for Accounts Payable and accurately billing clients for services rendered.
As part of the DSV team, Associates are expected to meet company objectives in the areas of performance, safety, and quality. Associates are expected to comply with all corporate and site-specific policies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
§ Play a significant role in the accurate and timely preparation of internal financial reporting and analysis. Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses
§ Reporting of actual results and analysis vs. plan
§ Assist operations regarding cost budgets, quarterly forecasts and other financial planning activities
§ Publish periodic financial reports, including but not limited to: accounts payable, freight and consumable metrics, to provide department owners and leadership visibility to financial results
§ Perform analytical reviews of financial information to identify trends/opportunities. Recommend improvements to drive cost efficiencies in balance with operational needs and capabilities
§ Produce cost quotes, strategic business cases, risk assessment and other ad-hoc analysis in support of the business
§ Participate in special projects as required, including process improvement and financial tools development and implementation
§ Management of financial process improvements, Key Performance Indicators and tracking of strategic initiatives
§ Support of various internal and external financial and system audits
§ Plan, organize and manage own workload to ensure your contribution to the company's monthly financial reporting process is achieved in a timely and accurate manner
§ Ensure swift payment of invoices
§ Collect and confirm accuracy of all charges and expenses for a file to be billed
§ Manage Accounts Payable process: coordinate purchasing and tracking of vendor invoices through the system and associated revenue accruals
§ Financial: Month-end close responsibilities: journal entries, corporate submissions, expense management, budgetary support for cost centers and ad hoc analysis.
§ Prepare month-end journal entries - focused on cost accruals
§ Complete the monthly Client Profitability Model
§ Order and maintain inventory of office supplies
§ Attend meetings as required, documentation & distribution of meeting minutes, etc.
§ Handle sensitive and confidential information in a professional, mature, discreet and secure manner
§ Create and disseminate various communications & reports
§ Creates or Assists with the design and development of presentations
§ Effectively communicate with employees, customers, suppliers & others on behalf of site management
§ Scheduling and meeting with vendors to ensure competitive pricing is maintained
§ Work with Operations team to develop Budgets and Forecast for Financial performance
SKILLS & ABILITIES
Education & Experience:
§ A Bachelor's degree is required, preferably within the area of Accounting or Finance
§ A minimum of 5 years of accounting, FP&A or finance experience is required
Computer Skills:
§ Candidate must possess intermediate to advanced Microsoft Excel skills required (i.e. Pivot Tables, Formulas, VLOOKUP functions)
Certificates & Licenses: N/A
Language Skills English (reading, writing, verbal)
Mathematical Skills
§ Strong Math skills with focused attention to detail
Other Skills
§ The candidate must possess the ability to partner with associates at all levels of the organization
§ Strong communication, presentation, interpersonal, and influencing skills are required
§ This position requires a highly motivated individual with strong analytical skills, intellectual curiosity and proven leadership skills
§ The ability to work well in a dynamic environment, think creatively and be able to recommend and implement process improvements, work independently and handle multiple tasks simultaneously is required
CORE COMPETENCIES
Leader of Others ☐ Accountability ☐ Business Acumen ☐ Communication / Building Partnership ☐ Developing Oneself ☐ Developing Others ☐ Drive for Results ☐ Embracing Change ☐ Problem Solving ☐ Empowerment ☐ Leadership Excellence Independent Contributor ☒ Accountability ☒ Communication / Building Partnership ☒ Customer Orientation ☒ Developing Oneself ☒ Drive for Results ☒ Embracing Change ☒ Problem Solving ☒ Professional Competencies
☐ Leading Change ☐ Problem Solving
WORK ENVIRONMENT
While performing the duties of this job, the employee rarely is exposed to fumes or airborne particles, toxic or caustic chemicals. The noise level in the work environment is usually low to moderate.
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
POSITION SUMMARY
The Financial Analyst provides support to the local management team that may include, but is not limited to financial reporting and control, income management, debt management, submitting invoices for payment for Accounts Payable and accurately billing clients for services rendered.
As part of the DSV team, Associates are expected to meet company objectives in the areas of performance, safety, and quality. Associates are expected to comply with all corporate and site-specific policies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
§ Play a significant role in the accurate and timely preparation of internal financial reporting and analysis. Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses
§ Reporting of actual results and analysis vs. plan
§ Assist operations regarding cost budgets, quarterly forecasts and other financial planning activities
§ Publish periodic financial reports, including but not limited to: accounts payable, freight and consumable metrics, to provide department owners and leadership visibility to financial results
§ Perform analytical reviews of financial information to identify trends/opportunities. Recommend improvements to drive cost efficiencies in balance with operational needs and capabilities
§ Produce cost quotes, strategic business cases, risk assessment and other ad-hoc analysis in support of the business
§ Participate in special projects as required, including process improvement and financial tools development and implementation
§ Management of financial process improvements, Key Performance Indicators and tracking of strategic initiatives
§ Support of various internal and external financial and system audits
§ Plan, organize and manage own workload to ensure your contribution to the company's monthly financial reporting process is achieved in a timely and accurate manner
§ Ensure swift payment of invoices
§ Collect and confirm accuracy of all charges and expenses for a file to be billed
§ Manage Accounts Payable process: coordinate purchasing and tracking of vendor invoices through the system and associated revenue accruals
§ Financial: Month-end close responsibilities: journal entries, corporate submissions, expense management, budgetary support for cost centers and ad hoc analysis.
§ Prepare month-end journal entries - focused on cost accruals
§ Complete the monthly Client Profitability Model
§ Order and maintain inventory of office supplies
§ Attend meetings as required, documentation & distribution of meeting minutes, etc.
§ Handle sensitive and confidential information in a professional, mature, discreet and secure manner
§ Create and disseminate various communications & reports
§ Creates or Assists with the design and development of presentations
§ Effectively communicate with employees, customers, suppliers & others on behalf of site management
§ Scheduling and meeting with vendors to ensure competitive pricing is maintained
§ Work with Operations team to develop Budgets and Forecast for Financial performance
SKILLS & ABILITIES
Education & Experience:
§ A Bachelor's degree is required, preferably within the area of Accounting or Finance
§ A minimum of 5 years of accounting, FP&A or finance experience is required
Computer Skills:
§ Candidate must possess intermediate to advanced Microsoft Excel skills required (i.e. Pivot Tables, Formulas, VLOOKUP functions)
Certificates & Licenses: N/A
Language Skills English (reading, writing, verbal)
Mathematical Skills
§ Strong Math skills with focused attention to detail
Other Skills
§ The candidate must possess the ability to partner with associates at all levels of the organization
§ Strong communication, presentation, interpersonal, and influencing skills are required
§ This position requires a highly motivated individual with strong analytical skills, intellectual curiosity and proven leadership skills
§ The ability to work well in a dynamic environment, think creatively and be able to recommend and implement process improvements, work independently and handle multiple tasks simultaneously is required
CORE COMPETENCIES
Leader of Others ☐ Accountability ☐ Business Acumen ☐ Communication / Building Partnership ☐ Developing Oneself ☐ Developing Others ☐ Drive for Results ☐ Embracing Change ☐ Problem Solving ☐ Empowerment ☐ Leadership Excellence Independent Contributor ☒ Accountability ☒ Communication / Building Partnership ☒ Customer Orientation ☒ Developing Oneself ☒ Drive for Results ☒ Embracing Change ☒ Problem Solving ☒ Professional Competencies
☐ Leading Change ☐ Problem Solving
WORK ENVIRONMENT
While performing the duties of this job, the employee rarely is exposed to fumes or airborne particles, toxic or caustic chemicals. The noise level in the work environment is usually low to moderate.
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
POSITION SUMMARY
The Financial Analyst provides support to the local management team that may include, but is not limited to financial reporting and control, income management, debt management, submitting invoices for payment for Accounts Payable and accurately billing clients for services rendered.
As part of the DSV team, Associates are expected to meet company objectives in the areas of performance, safety, and quality. Associates are expected to comply with all corporate and site-specific policies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
§ Play a significant role in the accurate and timely preparation of internal financial reporting and analysis. Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses
§ Reporting of actual results and analysis vs. plan
§ Assist operations regarding cost budgets, quarterly forecasts and other financial planning activities
§ Publish periodic financial reports, including but not limited to: accounts payable, freight and consumable metrics, to provide department owners and leadership visibility to financial results
§ Perform analytical reviews of financial information to identify trends/opportunities. Recommend improvements to drive cost efficiencies in balance with operational needs and capabilities
§ Produce cost quotes, strategic business cases, risk assessment and other ad-hoc analysis in support of the business
§ Participate in special projects as required, including process improvement and financial tools development and implementation
§ Management of financial process improvements, Key Performance Indicators and tracking of strategic initiatives
§ Support of various internal and external financial and system audits
§ Plan, organize and manage own workload to ensure your contribution to the company's monthly financial reporting process is achieved in a timely and accurate manner
§ Ensure swift payment of invoices
§ Collect and confirm accuracy of all charges and expenses for a file to be billed
§ Manage Accounts Payable process: coordinate purchasing and tracking of vendor invoices through the system and associated revenue accruals
§ Financial: Month-end close responsibilities: journal entries, corporate submissions, expense management, budgetary support for cost centers and ad hoc analysis.
§ Prepare month-end journal entries - focused on cost accruals
§ Complete the monthly Client Profitability Model
§ Order and maintain inventory of office supplies
§ Attend meetings as required, documentation & distribution of meeting minutes, etc.
§ Handle sensitive and confidential information in a professional, mature, discreet and secure manner
§ Create and disseminate various communications & reports
§ Creates or Assists with the design and development of presentations
§ Effectively communicate with employees, customers, suppliers & others on behalf of site management
§ Scheduling and meeting with vendors to ensure competitive pricing is maintained
§ Work with Operations team to develop Budgets and Forecast for Financial performance
SKILLS & ABILITIES
Education & Experience:
§ A Bachelor's degree is required, preferably within the area of Accounting or Finance
§ A minimum of 5 years of accounting, FP&A or finance experience is required
Computer Skills:
§ Candidate must possess intermediate to advanced Microsoft Excel skills required (i.e. Pivot Tables, Formulas, VLOOKUP functions)
Certificates & Licenses: N/A
Language Skills English (reading, writing, verbal)
Mathematical Skills
§ Strong Math skills with focused attention to detail
Other Skills
§ The candidate must possess the ability to partner with associates at all levels of the organization
§ Strong communication, presentation, interpersonal, and influencing skills are required
§ This position requires a highly motivated individual with strong analytical skills, intellectual curiosity and proven leadership skills
§ The ability to work well in a dynamic environment, think creatively and be able to recommend and implement process improvements, work independently and handle multiple tasks simultaneously is required
CORE COMPETENCIES
Leader of Others ☐ Accountability ☐ Business Acumen ☐ Communication / Building Partnership ☐ Developing Oneself ☐ Developing Others ☐ Drive for Results ☐ Embracing Change ☐ Problem Solving ☐ Empowerment ☐ Leadership Excellence Independent Contributor ☒ Accountability ☒ Communication / Building Partnership ☒ Customer Orientation ☒ Developing Oneself ☒ Drive for Results ☒ Embracing Change ☒ Problem Solving ☒ Professional Competencies
☐ Leading Change ☐ Problem Solving
WORK ENVIRONMENT
While performing the duties of this job, the employee rarely is exposed to fumes or airborne particles, toxic or caustic chemicals. The noise level in the work environment is usually low to moderate.
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
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$48k-77k yearly est. 52d ago
Financial Service Representative
Commonwealth Credit Union 4.2
Finance associate job in Lexington, KY
Our goal is to be an Employer of Choice, and it takes all of us to achieve this. That's why all Commonwealth Credit Union Team Members are expected to live our Team 1 culture in all facets of their position. Our team is committed to ‘bettering lives through our passion to serve' and this includes everyone -
from our team members to the people in the communities we serve. We do this best when we appreciate each other for our differences, foster connections, and ensure an inclusive environment where everyone can thrive and be successful.
Our Financial Service Representatives play a crucial role in delivering extraordinary experiences to members -- both current and prospective -- across all communication and service channels, ensuring prompt and accurate responses while fostering strong, positive relationships.
This position requires a high level of expertise in executing complex financial transactions, managing member accounts, and processing loan applications with precision and compliance.
The Financial Service Representative is also responsible for leveraging advanced product knowledge to provide tailored financial solutions, consistently exceeding quality assurance benchmarks, and upholding the highest standards of service excellence.
As a non-NMLS registered position, the Financial Service Representative does not provide detailed information on Home Equity Lines of Credit or Mortgage Loans but is expected to contribute significantly to overall branch success and member satisfaction.
The duties of a Financial Service Representative include, but are not limited to:
Maintaining strong product and industry knowledge, consistently achieving high scores on knowledge assessments to ensure exceptional member service.
Consistently following service protocols, actively listening to member concerns, and using available credit union tools to efficiently serve members on phone calls and in person.
Actively engaging with members to determine financial needs and delivering customized solutions through credit analysis and expert product knowledge.
Driving sales growth by participating in advanced development initiatives, maintaining licensure for specialized services, and exceeding performance benchmarks in loans, memberships, and account openings.
Building partnerships, representing the organization in the community, and staying current on consumer credit trends to support branch and organizational success.
Maintaining a thorough understanding of organizational security protocols, including physical security, confidentiality, and compliance with regulations.
SATURDAY HOURS ARE REQUIRED.
$26k-31k yearly est. 23d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Louisville, KY
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.
$500 weekly Auto-Apply 15d ago
KY-Financial Services Sales Representative (1099)
Tomorrow's Recruiting
Finance associate job in Louisville, KY
Job Description
Financial Services Sales Representative (1099) Louisville, KY
Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!!
Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity.
What You'll Do
Connect with individuals and families to provide financial solutions
Provide education on life insurance, investments, and retirement planning
Grow your business through referrals, networking, and community engagement
Participate in training and mentorship programs to earn professional licenses
What We Offer
Flexible schedule with part-time or full-time options
Unlimited income potential based on performance
Comprehensive training and licensing support
Career advancement opportunities within a nationwide organization
Supportive team environment focused on growth and impact
Who You Are
Self-motivated and entrepreneurial
Passionate about helping others and building relationships
No prior financial experience required
Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.
$27k-42k yearly est. 15d ago
Financial Services Representative
Worldacceptance
Finance associate job in Middlesborough, KY
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $18 - $20
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• 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.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
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.
$18-20 hourly Auto-Apply 3d ago
Video Banking Specialist
German American Bancorp, Inc. 4.5
Finance associate job in Shelbyville, KY
Job Title: Video Banking Specialist Summary of Duties and Responsibilities: As a Video Banking Specialist, you will help customers complete various transactions, solve routine problems, and serve as a line of defense for the bank and customers to control risk and promote security controls and so much more.
What You'll Do:
* Day in the Life - Your focus will be supporting our external customers in a variety of ways including engaging in meaningful conversations to verify account information, perform loan and deposit transactions, answering online chat requests, miscellaneous reporting, reaching out to customers to offer solutions, uncovering needs, and more.
* You're Part of a Team - You are a member of the video banking team. You will work closely with the Contact Center including the opportunity to cross train as a call center agent. This position reaches across the organization as you connect clients to departments throughout the company. This role offers amazing insight into the world of banking behind the scenes and our local operations.
* And you have to be able to juggle - Multiple and conflicting priorities will come up under specific time constraints. In concert with your leader and other team members, you have to be quick to act when issues arise.
What it Takes:
* Ability to: communicate effectively (written and verbally), maintain confidentiality, multitask, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member.
* Attention to detail and ability to work well in teams and individually.
* Proficiency in Microsoft Word and Excel
Bonus Points:
* Previous customer service experience in a professional setting
* Bilingual/Multilingual
* Knowledge of Banking
What we can offer you:
* Medical, dental, vision, STD, LTD, Life insurance, etc.
* 17 days paid time off, 11 paid holidays and bereavement leave
* Educational Assistance Program
* Wellness benefits
* Life event coverage
* Paid parental bonding leave
* Service awards
* Financial benefits including 401(k) match, stock purchase plan and more
* Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
* Logo wear discounts
* Free checking account, checks and discounted bank services
This position will be located at:
1854 Midland Trail, PO Box 189
Shelbyville, Kentucky, 40065
United States
About Us:
German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
$36k-41k yearly est. 36d ago
Relationship Banker - North Park - Spanish Language Preferred
Bank of America 4.7
Finance associate job in Lexington, KY
Lexington, Kentucky
**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$28k-34k yearly est. 1d ago
Financial Analyst (Treasury)
GE Appliances 4.8
Finance associate job in Louisville, KY
At GE Appliances, a Haier company, we come together to make "good things, for life." As the fastest-growing appliance company in the U.S., we're powered by creators, thinkers and makers who believe that anything is possible and that there's always a better way. We believe in the power of our people and in giving them the freedom to explore, discover and build good things, together.
The GE Appliances philosophy, backed by three simple commitments defines the way we work, invent, create, do business, and serve our communities: we come together, we always look for a better way, and we create possibilities.
Interested in joining us on our journey?
As a GE Appliances Financial Analyst (Treasury), you will play a key role in assisting with the daily treasury operations of an $11-billion organization, ensuring the business has the liquidity and financial insight it needs to operate and grow. You will add value by forecasting cash flows across short, medium, and long-term horizons, developing and enhancing reporting and analytics packages for Executive Leadership, and identifying opportunities to elevate and streamline Corporate Treasury processes. This role offers the opportunity to make a meaningful impact on the financial strength and strategic direction of the company.
Position
Financial Analyst (Treasury)
Location
USA, Louisville, KY
How You'll Create Possibilities
* Assists with daily corporate cash management, liquidity monitoring, and execution of cash movements; supports and enhances cash flow forecasting in collaboration with Cash FP&A.
* Ensures timely and accurate processing of wire and ACH payments, including interest, tax obligations, and other time-sensitive liabilities.
* Administers banking platforms, bank accounts, and the Treasury workstation; supports implementation and updates of Oracle Cash Management/APEX.
* Identifies and implements process improvements to strengthen cash management efficiency, accuracy, controls, and cost effectiveness.
* Manages communications and coordination with lenders, including loan rollover notices and covenant reporting; tracks financial covenant metrics for ongoing compliance.
* Prepares monthly Last Day Estimate (LDE) schedules for interest and CFOA, reconciles related activity, and leads cross-functional LDE/CFOA review meetings with FP&A, Controllership, and Treasury.
* Produces the monthly Treasury KPI reporting package, including liquidity, CFOA, cash and debt positions, interest expense, and related metrics.
* Analyzes and reconciles GL cash to bank balances, partnering with Controllership and reconcilers to resolve variances and ensure accuracy.
* Develops, enhances, and maintains Excel-based treasury models to improve forecasting, analytics, and reporting.
* Assists in developing treasury risk mitigation strategies and supports internal and external audits through documentation and inquiry response.
* Monitors and reconciles AR inventory finance cash receipts; manages the weekly factoring analysis process and reconciles factoring outcomes to partner data.
* Tracks and reviews bank fees for cost-saving opportunities; manages monthly foreign currency rate reporting and commodity swap activity.
* Supports management of banking relationships, including operational needs, account maintenance, and rationalization efforts.
* Provides assistance to the Cash Applications team on lockbox and bank-related AR collection issues.
What You'll Bring to Our Team
* Professional Contribution: Functions as an established and productive professional contributor, capable of working independently with general supervision. Sets objectives independently to align personal tasks with project or assignment goals.
* Problem Resolution: Proficient in solving problems that are difficult but generally not complex, applying sound judgment and practical approaches.
* Communication & Influence: Able to influence others within the job area through clear explanation of facts, policies, and practices. Crafts clear, audience-appropriate financial updates and variance explanations, leveraging data visualization and written commentary to convey insights.
* Theoretical Job Knowledge: Possesses practical knowledge of the job area, typically acquired through a combination of advanced education and experience.
* Financial Management: Builds and refines financial models and forecasts with moderate supervision, integrating historical data, business drivers, and assumptions to support short-term planning and decision-making.
* Operational Execution: Independently manages a range of recurring finance processes, identifying opportunities for automation or efficiency improvements, ensuring timely and error-free outputs.
* Business Partnership: Contributes to financial planning and project discussions by translating business goals into financial implications and collaborating across functions to support accurate tracking and resource alignment.
* Controllership & Risk Management: Identifies compliance gaps or anomalies in financial data, proactively addresses minor control issues, and supports risk mitigation efforts in collaboration with more senior team members.
Preferred Competencies
* Familiarity with Oracle ERP system, Treasury Workstations, and Banking Systems.
Educational and Experiential Background
* Typically requires a University Degree or equivalent experience and a minimum of 3 years prior relevant experience.
* Integrates theoretical knowledge acquired through advanced education with practical experience to effectively navigate job responsibilities and challenges within the field.
Preferred Education/Experience
* Certified Treasury Professional designation (CTP).
Our Culture
Our work is centered on our People and Culture as reflected in our Zero Distance philosophy and we recognize the importance of reaffirming our commitment to inclusion and diversity (I&D). This underscores our commitment to fostering an environment where every individual feels valued, connected, and empowered to contribute, while positioning our organization to adapt seamlessly to the evolving needs of our workforce and communities.
This reflects our dedication to creating solutions that: Empower colleagues by fostering an environment where all voices are heard, valued, and encouraged to contribute. Strengthen communities where we live and work. Reinforce a culture of belonging, purpose, and engagement. Reflect the diversity of the communities we serve through our workforce, products, and practices.
By further embedding Zero Distance into our People and Culture framework, we will continue to build a deeply connected organization. We are cultivating a culture of engagement, belonging, and connection, because while attracting new talent remains a priority, retention is a cornerstone of our strategy.
GE Appliances is a trust-based organization. It is important we offer our employees the flexibility they need to do their best work while balancing the needs of the business and individuals. When you join GE Appliances, you will have the opportunity to work with your leader to create a flexible work arrangement that balances the needs of the individual, team, and organization.
GE Appliances is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Appliances participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S
If you are an individual with a disability and need assistance or an accommodation to use our website or to apply, please send an e-mail to *******************************
$51k-69k yearly est. 45d ago
Financial Service Representative
Commonwealth Credit Union 4.2
Finance associate job in Lawrenceburg, KY
Our goal is to be an Employer of Choice, and it takes all of us to achieve this. That's why all Commonwealth Credit Union Team Members are expected to live our Team 1 culture in all facets of their position. Our team is committed to ‘bettering lives through our passion to serve' and this includes everyone -
from our team members to the people in the communities we serve. We do this best when we appreciate each other for our differences, foster connections, and ensure an inclusive environment where everyone can thrive and be successful.
Our Financial Service Representatives play a crucial role in delivering extraordinary experiences to members -- both current and prospective -- across all communication and service channels, ensuring prompt and accurate responses while fostering strong, positive relationships.
This position requires a high level of expertise in executing complex financial transactions, managing member accounts, and processing loan applications with precision and compliance.
The Financial Service Representative is also responsible for leveraging advanced product knowledge to provide tailored financial solutions, consistently exceeding quality assurance benchmarks, and upholding the highest standards of service excellence.
As a non-NMLS registered position, the Financial Service Representative does not provide detailed information on Home Equity Lines of Credit or Mortgage Loans but is expected to contribute significantly to overall branch success and member satisfaction.
The duties of a Financial Service Representative include, but are not limited to:
Maintaining strong product and industry knowledge, consistently achieving high scores on knowledge assessments to ensure exceptional member service.
Consistently following service protocols, actively listening to member concerns, and using available credit union tools to efficiently serve members on phone calls and in person.
Actively engaging with members to determine financial needs and delivering customized solutions through credit analysis and expert product knowledge.
Driving sales growth by participating in advanced development initiatives, maintaining licensure for specialized services, and exceeding performance benchmarks in loans, memberships, and account openings.
Building partnerships, representing the organization in the community, and staying current on consumer credit trends to support branch and organizational success.
Maintaining a thorough understanding of organizational security protocols, including physical security, confidentiality, and compliance with regulations.
SATURDAY HOURS ARE REQUIRED.
$26k-31k yearly est. 15d ago
Financial Services Representative
Worldacceptance
Finance associate job in Morgantown, KY
World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15-$18
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time Team Members.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care
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.
$15-18 hourly Auto-Apply 2d ago
Financial Analyst - Clothes Care
GE Appliances 4.8
Finance associate job in Louisville, KY
At GE Appliances, a Haier company, we come together to make “good things, for life.” As the fastest-growing appliance company in the U.S., we're powered by creators, thinkers and makers who believe that anything is possible and that there's always a better way. We believe in the power of our people and in giving them the freedom to explore, discover and build good things, together.
The GE Appliances philosophy, backed by three simple commitments defines the way we work, invent, create, do business, and serve our communities:
we come together
,
we always look for a better way
, and
we create possibilities
.
Interested in joining us on our journey?
As a GE Appliances' Financial Analyst - Clothes Care, you'll support financial analysis, forecasting, and reporting for Clothes Care new product introduction (NPI) programs. This role provides analytical support to cross-functional partners and Finance leadership across planning, budgeting, and forecasting cycles, operating within established financial frameworks and processes. The position is an established individual contributor role with general supervision PositionFinancial Analyst - Clothes CareLocationUSA, Louisville, KYHow You'll Create Possibilities
Essential Duties & Responsibilities
Perform and support financial analysis for new product introduction (NPI) programs within Clothes Care, including cost/benefit analysis, payback calculations, and assessment of forward-looking commercial and financial impacts.
Partner with cross-functional program teams (Technology, Product Management, and Finance) to provide financial inputs, analysis, and reporting in support of NPI execution.
Track program spending and benefits against approved plans, preparing variance analysis and identifying risks or issues for escalation to finance and program leadership.
Prepare financial analyses, reports, and presentation materials to support formal program tollgate reviews, including financial, marketing, and program reviews.
Support monthly NPI tracking and post-launch reporting, including orders, sales, margin, implementation costs, and other scorecard metrics.
Assist in consolidating and rolling up multi-year NPI spend budgets in partnership with Technology and Product Management teams.
Complete monthly NPI investment and expense forecasts and perform variance analysis versus plan.
Perform monthly close activities and quarterly account reconciliations for Clothes Care products, including accruals and journal entries, in accordance with established finance procedures.
Support cross-functional and finance-led analyses aimed at improving overall product line profitability.
Maintain and update commercial P&L estimates for SRO, LTP, and SII processes in alignment with approved assumptions and guidance.
Provide analytical support to Finance leadership during SOP, budgeting, and forecasting cycles by preparing data, insights, and reporting to support decision-making.
Support Operating and Finance teams with ad hoc analysis and reporting for key initiatives as needed.
Identify and recommend opportunities for process improvement related to reporting simplification, automation, and forecasting accuracy.
What You'll Bring to Our Team
Position Competencies (Required Knowledge, Skills, & Abilities)
Practical knowledge of financial analysis, forecasting, and reporting, typically obtained through a combination of education and professional experience.
Ability to independently manage assigned tasks and priorities within defined processes and timelines.
Strong analytical skills with the ability to solve difficult, but not highly complex, problems using established financial tools and methodologies.
Effective communication skills, with the ability to explain financial data, assumptions, and results to partners within the job area and immediate cross-functional teams.
Ability to collaborate effectively with cross-functional stakeholders and apply financial insights to support program and business objectives.
Demonstrated attention to detail and ability to operate effectively in a fast-paced, deadline-driven environment.
Proficiency in financial systems, reporting tools, and standard accounting practices.
Systems Skills Needed: proficient in Excel and Hyperion
Educational and Experiential Background
Bachelor's Degree in Finance, Accounting, Business, or related field
Minimum of 3 years of relevant financial analysis experience.
Preferred Education/Experience
MBA or advanced degree preferred.
Working Conditions & Travel Requirements
Working conditions are typical for an office environment.
No ongoing travel expected. Occasional conferencing and/or external training attendance may be required at times.
Our Culture
Our work is centered on our People and Culture as reflected in our Zero Distance philosophy and we recognize the importance of reaffirming our commitment to inclusion and diversity (I&D). This underscores our commitment to fostering an environment where every individual feels valued, connected, and empowered to contribute, while positioning our organization to adapt seamlessly to the evolving needs of our workforce and communities.
This reflects our dedication to creating solutions that: Empower colleagues by fostering an environment where all voices are heard, valued, and encouraged to contribute. Strengthen communities where we live and work. Reinforce a culture of belonging, purpose, and engagement. Reflect the diversity of the communities we serve through our workforce, products, and practices.
By further embedding Zero Distance into our People and Culture framework, we will continue to build a deeply connected organization. We are cultivating a culture of engagement, belonging, and connection, because while attracting new talent remains a priority, retention is a cornerstone of our strategy.
GE Appliances is a trust-based organization. It is important we offer our employees the flexibility they need to do their best work while balancing the needs of the business and individuals. When you join GE Appliances, you will have the opportunity to work with your leader to create a flexible work arrangement that balances the needs of the individual, team, and organization.
GE Appliances is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Appliances participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S
If you are an individual with a disability and need assistance or an accommodation to use our website or to apply, please send an e-mail to *******************************