Financial Analyst
Finance associate job in Elgin, IL
About us Rural King is America's Farm and Home Store, providing essentials to the communities we serve. With a wide array of necessities ranging from food and feed to farm and home products, Rural King serves over 140 locations across 17 states and is constantly expanding. Our annual sales exceed $2.5 Billion, and our heart beats in Mattoon, IL, home to our corporate office, distribution center, and flagship store.
One thing our customers appreciate is our unique shopping experience, complete with complimentary popcorn and coffee. It's just one way we show our appreciation for their support.
At Rural King, we value our associates and strive to create a positive, rewarding workplace. We offer growth opportunities, competitive benefits, and a people-first environment where dedicated individuals come together to serve rural communities passionately. Join us, and you'll find not just a job but a chance to grow professionally, contribute meaningfully, and make a difference in the lives of those we serve.
How we reward you
401(k) plan that provides a 100% match on the first 3% of your contributions and 50% of the next 2%
Healthcare plans to support your needs
Virtual doctor visits
Access to Centers of Excellence with Barnes Jewish Hospital and Mayo Clinic's Complex Care Program
15% Associate Discount
Dave Ramsey's SmartDollar Program
Associate Assistance Program
RK Cares Associate Hardship Program
24/7 Chaplaincy Services
What You'll do
As a Financial Analyst, you will be responsible for executing financial projects consisting of gathering, analyzing, interpreting, communicating, and monitoring financial data to drive business results across Rural King. You will partner with key stakeholders to address financial information.
Support the financial project management needs of the Financial Planning and Analysis team.
Understand the business unit(s) and the operating systems that support them. Serve as a project resource defining and executing projects regarding various business initiatives.
Prepare business cases including financials and success factors for proposed operating and/or product changes.
May conduct pilot tests of proposed operating and/or product changes.
Complete post-audit of business cases after implementation is complete.
May manage projects independently that typically cross multiple business units, divisions, or states.
Create and maintain pro-forma and cash flow models for current and future areas/ projects.
Prepare and/or train others on financial systems and serve as a technical resource to accounting team.
Generate and present financial reporting to Finance Department.
Provide input for setting project priorities and for project results.
Use discretion and independent judgment in daily decisions while maintaining a high level of confidentiality and professionalism.
Actively participate in learning initiatives offered such as training programs, workshops, and webinars. Leverage these opportunities to acquire new knowledge, refine existing skills, and stay current on the latest developments.
Provide friendly, proactive, and professional internal and external support to others, assisting with inquiries, concerns, and issues promptly and effectively.
Demonstrate behaviors that exemplify Rural King's Values: People First, Integrity, Attitude, Initiative, Teamwork, Accountability, and Continuous Improvement.
Perform other duties as assigned.
Supervisory Responsibilities
None
Essential Qualities for Success
At least 1 year of financial experience or equivalent combination of experience and education.
Confidence in playing an integral role in the annual business planning process.
Experience and proficiency collaborating as a project team member and managing a segment of the project work.
Proficient in completing financial projects and seeking out desired results.
Experience and proficiency with problem-solving and interpersonal communication.
Proficient presenting financial data to management.
Proficient in financial analysis combined with insight into the nuances of the retail segment.
Proficient preparing data sets, statistical reports, and computer applications to support financial analysis work.
Experience and proficiency in analyzing financial statements and financial reports.
Highly proficient in Microsoft Excel.
Proficient with or the ability to quickly learn VBA programming.
Excellent verbal and written interpersonal and communication skills.
Excellent customer service skills.
Strong understanding of retail business practices.
Excellent negotiation and conflict resolution skills.
Demonstrated ability to adapt in a fast-paced environment.
Strong analytical and problem-solving skills.
Excellent organizational skills and attention to detail.
Physical Requirements
Ability to maintain a seated or standing position for extended durations.
Capability to lift 15 pounds periodically.
Ability to navigate and access all facilities.
Skill to effectively communicate verbally with others, both in-person and via electronic devices.
Close vision for computer-related activities.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
The pay range for this position is $50,000 - $58,000 annualized and is bonus eligible. Exact compensation is determined by factors such as relevant geographic location, education, certifications, experience, job level, shift, and organizational needs. To learn more about our benefits, review here
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other characteristic protected by law.
We use E-Verify to confirm the employment eligibility of all newly hired associates. To learn more about E-Verify, including your rights and responsibilities, please visit *********************
Proprietary Equity Traders Wanted
Finance associate job in Rockford, IL
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structure
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at One State Street Plaza in the heart of New York City's famed financial district.
Please Note
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyNos super offres || IMMEDIATE CLOSING - Petrochemical Trader (Olefins)
Finance associate job in Geneva, IL
Your mission:
Trade Petrochemicals
Handle and develop a trading portfolio
Support business development
Manage price risk exposure and contract negotiation
Maintain daily contacts with all relevant trading parties
Perform relevant market analysis
Your profile:
7-10 years of experience in Petrochemicals trading with a successful track record
Experience of financial tools
Good knowledge of fundamental analysis
Excellent analytical & problem-solving skills
Able to work independently and proactively
Entrepreneurial mindset
Fluent in English is mandatory, and any other language is a plus
Private Client Banker - Chicago NW Suburbs - Rockford, IL
Finance associate job in Rockford, IL
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: **************************************************************************
Auto-ApplyFinancial Representative - State Farm Agent Team Member
Finance associate job in Bartlett, IL
Benefits:
401(k)
Paid time off
State Farm Insurance Agent located in Bartlett, IL is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Michelle Twitchell - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Responsibilities
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Profit sharing
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Detail oriented
Ability to make presentations to potential customers
Must be available to work the following schedule: Weekdays 9:00AM - 5:00PM
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $45,000.00 - $80,000.00 per year
Do you want a career and not just a job?
We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency
Our office is located in Bartlett, Illinois.
I have been a State Farm agent since 1984.
I am a proud graduate of Millikin.
We currently have 8 team members at our agency.
We have 91 years of combined insurance experience in our office.
Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, Crystal Excellence Award, National Quality Award, Silver Scroll, Golden Triangle, and Bronze Tablet
Additional languages spoken: Spanish
If you want a career, not a job, then we encourage you to apply.
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Auto-ApplyFinancial Representative State Farm Agent Team Member
Finance associate job in Elgin, IL
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
401(k)
Health insurance
Now Hiring: Experienced Life Insurance & Financial Services Sales Representative
Location: Elgin, IL
Agency: John Sutton - State Farm Insurance
Position Type: Full-time
Compensation: Competitive base + commissions + performance bonuses
Are you ready to take your financial services career to the next level?
At John Sutton State Farm in Elgin, were expanding our team and looking for a licensed, driven, and experienced financial services professional with a proven track record in life insurance and financial product sales. If you're currently with a firm like Edward Jones, New York Life, or another brokerage and are looking for greater flexibility, higher earning potential, and a more entrepreneurial environmentthis may be the move you've been waiting for.
What Youll Do:
Proactively identify and cultivate new business opportunities for life insurance, annuities, and other financial service products
Build lasting relationships with individuals, families, and small business owners in the Elgin area
Deliver personalized recommendations through comprehensive financial needs analysis
Educate clients on State Farms suite of financial and insurance products
Work in a collaborative, high-performing office environment with strong back-office support
What Were Looking For:
Minimum 2+ years of experience in life insurance or financial services sales
Active Illinois Life/Health license required
FINRA Series 6, 63 and 65 preferred
Strong prospecting, relationship-building, and closing skills
Bilingual Spanish speakers highly encouraged to apply
Self-starter mindset with entrepreneurial drive
Familiarity with the Elgin market or surrounding area a plus
Why John Sutton State Farm?
No asset minimums. No AUM quotas. No cold call lists from HQ.
Youll receive quality leads, strong local brand recognition, and the support of one of the most respected names in insurance and financial services.
Flexible, independent-agent style selling with the backing of a trusted Fortune 500 brand
Aggressive commission structure with uncapped earning potential
Pathway to Agency Ownership for the right candidate
If youre feeling stuck in a rigid corporate structure, tired of pushing products that dont align with client needs, or looking for a more entrepreneurial environment with real growth potential, we want to talk to you.
Finance Intern - Geneva, IL (Summer 2026)
Finance associate job in Geneva, IL
Pay: $18.25 - $22.50 / hour
What You Will Do
Improve inventory control documentation including cycle count adherence, root cause identification and action plans.
Improve lead receiving/cycle count process.
Improve inventory stats template and ensure locations/thresholds are correct.
Continuous improvement and month end activities.
Assist in creating standard work procedures for the Finance Team.
Daily monitor employee punches and develop procedures to minimize the number of missed punches.
Assist in weekly payroll processes.
How You Will Do It
Partnering with supply chain to ensure cycle counting is completed including follow-up for adjustments outside of tolerance and improve receipt accuracy and timeliness.
Implementing weekly monitoring of adherence to cycle count policies.
Creating written documentation of receiving and counting process and receipt review template.
Updating inventory stat template with correct locations and threshold.
Ensuring template is provided to the team weekly and verify actions are taken by operations when needed to correct inventory balances.
Participating in month-end close activities and analysis/reporting of results.
Working with the Plant Finance Team identifying process gaps or inefficiency and implementing improvement.
Assisting Finance and Production Control in creating an effective process to ensure all inventory/cycle counts are being performed accurately.
What We Look For
Currently enrolled as a full-time student at an accredited U.S. college or university.
Pursuing an undergraduate degree in Accounting or Finance.
Added plant experience in special projects outside of Finance including but not limited to Operations and Shipping and Distribution.
Duration: Summer 2026. Up to 40 hours per week. Part-time during the school year may be available.
Working Arrangements: Onsite internship based at our manufacturing facility in Geneva, IL.
PLEASE NOTE that applicants must be authorized to work for any employer in the US without the need for sponsorship, now or in the future.
What We Do Here
Geneva, Illinois is home to a fully integrated plant that manufactures batteries used in the automotive and marine industries. As a fully integrated plant, we also decorate our batteries into the final product for our customers. We have been in Geneva since 1960, and today we are one of the largest employers in town with 265 people. We operate six days per week. We are actively involved in our local community and give back through The Salvation Army.
#LI-CC1
#LI-ONSITE
What you get:
Global market strength and worldwide market share leadership
HQ location earns LEED certification for sustainability plus a full-service cafeteria and workout facility
Clarios has been recognized as one of 2025's Most Ethical Companies by Ethisphere. This prestigious recognition marks the third consecutive year Clarios has received this distinction.
Who we are:
Clarios is the force behind the world's most recognizable car battery brands, powering vehicles from leading automakers like Ford, General Motors, Toyota, Honda, and Nissan. With 18,000 employees worldwide, we develop, manufacture, and distribute energy storage solutions while recovering, recycling, and reusing up to 99% of battery materials-setting the standard for sustainability in our industry. At Clarios, we're not just making batteries; we're shaping the future of sustainable transportation. Join our mission to innovate, push boundaries, and make a real impact. Discover your potential at Clarios-where your power meets endless possibilities.
Veterans/Military Spouses:
We value the leadership, adaptability, and technical expertise developed through military service. At Clarios, those capabilities thrive in an environment built on grit, ingenuity, and passion-where you can grow your career while helping to power progress worldwide. All qualified applicants will be considered without regard to protected characteristics.
We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please apply. Diversity of experience and skills combined with passion is key to challenging the status quo. Therefore, we encourage people from all backgrounds to apply to our positions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, status as a protected veteran or other protected characteristics protected by law. As a federal contractor, we are committed to not discriminating against any applicant or employee based on these protected statuses. We will also take affirmative action to ensure equal employment opportunities. Please let us know if you require accommodations during the interview process by emailing Special.Accommodations@Clarios.com. We are an Equal Opportunity Employer and value diversity in our teams in terms of work experience, area of expertise, and all characteristics protected by laws in the countries where we operate. For more information on our commitment to sustainability, diversity, and equal opportunity, please read our latest report. We want you to know your rights because EEO is the law.
A Note to Job Applicants: please be aware of scams being perpetrated through the Internet and social media platforms. Clarios will never require a job applicant to pay money as part of the application or hiring process.
To all recruitment agencies: Clarios does not accept unsolicited agency resumes/CVs. Please do not forward resumes/CVs to our careers email addresses, Clarios employees or any other company location. Clarios is not responsible for any fees related to unsolicited resumes/CVs.
Auto-ApplyBudget & Finance Intern
Finance associate job in Lake Geneva, WI
Internship Description
Budget & Finance Intern - Seasonal
Classification: Non-Exempt Hourly 2026 Season Paid Internship
Department: Administration/Budget & Finance
Performs accounting assistant functions leading to accountant functions. Also types correspondence, newsletter, Year Book and assists as requested by supervisors.
Responsibilities:
1. Maintains financial computer files.
2. Process invoices: Ensure all invoices are reviewed, approved, and processed for payment.
3. Maintain financial records: Keep accurate and up-to-date records of all financial transactions.
4. Prepare financial reports: Assist in generating monthly, quarterly, and/or annual financial reports.
5. Reconcile accounts: Regularly compare and reconcile the statements with internal records.
6. Manage accounts receivable/payable: Track incoming payments and ensure all outgoing payments are made timely.
7. Budget tracking: Monitor budgets and report any variances.
8. Assist with audits: Provide necessary documents and information during internal and external audits.
9. Data entry: enter financial data into accounting software and databases.
10. Handle expense reports: Review, approve, and process employee expense reports.
11. Manage petty cash: Handle petty cash transactions and maintain records.
12. Financial filing: Organize and maintain a filing system for financial documents.
13. Support accounting team: Provide administrative support to the accounting team as needed.
14. Types and proofreads correspondence, documents and forms.
15. Proofreads minutes and distributes to the membership.
16. Develops, types, arranges, and mails monthly newsletter based on submission of member written articles.
17. Assists Club committees as needed by researching an issue or by working on a special project.
18. Communicates member events via email.
19. Sends questionnaire to members related to demographic information, updates for annual Club Year Book.
20. Types changes to Year Book, type sets, transfers to printer, and mails final product to members.
21. Creates Club calendar and mails to members. Email and distributes to applicable Board member, Manager, or member.
22. Interacts in a positive and cooperative manner with members, Board of Directors, visitors, co-workers, and Managers.
23. Portrays a positive image for the Club by dressing appropriately for the position.
24. Maintains a safe work environment for self and others. Attends mandatory safety training sessions and adheres to Club and OSHA safety requirements.
25. Ensures confidentiality of all Club member and employee information and records.
26. Maintains appropriate levels in the areas of daily attendance, initiative and productivity.
27. Performs all other related duties as assigned.
Requirements
Qualifications:
Education: High school diploma required. Associate degree in accounting or related field preferred. Bachelors degree preferred.
Experience: Minimum of one year experience required. This minimum experience with an Bachelor Degree in accounting or related field.
Requirements:
Physical Demands: Primarily sedentary. Light to moderate lifting. Some bending, stooping, walking, pushing, pulling, crouching and reaching to gain access to files. Hearing and talking to communicate person to person or over the telephone.
Mental Demands: Accuracy and attention to detail required. Strong math competency. Ability to interact effectively with members, Board of Directors, visitors, co-workers and Managers. Computer competency with Microsoft Excel, Microsoft Word, Internet and other software as required.
Reports To: General Manager (Supervisor/Reviewer) & Budget & Finance Manager
Financial Services Representative - State Farm Agent Team Member
Finance associate job in Huntley, IL
Job DescriptionBenefits:
Salary PLUS commission
401(k)
Bonus based on performance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Ive been a State Farm Agent since 2007 and take pride in serving customers across Iowa, Illinois, Indiana, Missouri, and Wisconsin. I was raised in Grafton, WI, and graduated from the University of Wisconsin before starting my career as an agent. Family is central to who I ammy wife and I have three daughters, and we enjoy traveling and skiing together in the great outdoors.
Our office is multilingual, with team members who speak English, Spanish, Polish, and Russian, allowing us to connect with a wide range of customers. Were active in the community as Chamber of Commerce members and committed to building long-term relationships with the people we serve. If youre looking for a place where you can grow your career while being part of a supportive, community-focused team, this could be the right fit for you.
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Chad Radtke - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services preferred.
Analytical and communication skills.
Proven track record of meeting sales targets.
Series 6, 63, 65 or 7 license.
Financial Services Representative (Overstaff) (Bilingual)
Finance associate job in Elgin, IL
World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $18-$20
What You'll Do:
Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
Guide customers toward upward credit mobility through responsible financial choices.
Deliver top-tier customer service by assisting with questions, concerns, and available products.
Process and prepare loan applications, documents, and renewals accurately.
Take and process customer payments.
Prepare and execute loan closings on current and renewal loans.
Balance assigned cash drawer daily and ensure all transactions are accurate.
Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
Maintain strong customer relationships and represent the company's values in every branch supported.
Collaborate with Branch Managers and team members to meet performance goals.
Other duties include but are not limited to:
Calling approved and unmade applications to close loans daily.
Supporting tax services and helping build tax clientele.
Sending complete and accurate credit denial letters within 30 days from the date of application.
Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
Reliable transportation for daily travel to assigned branches and bank deposits.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyFinancial Analyst
Finance associate job in South Beloit, IL
Rock Energy Cooperative, located in South Beloit, IL, is seeking a talented and dedicated individual to join our team as a Financial Analyst in our Energy Services Department. This role is ideal for a highly analytical professional with strong communication skills and a passion for numbers, reporting, and process development. The successful candidate will thrive in a member-focused environment, demonstrating the ability to engage effectively with a diverse range of individuals. As part of our growing Energy Services Department, this position plays a key role in supporting our mission to deliver exceptional customer service and uphold the highest standards of professionalism. Rock Energy Cooperative provides stability for our employees. We have been serving our members since 1936.
Essential Functions:
Ensure accurate and timely bill creation, verifying that all rate calculations are correct and utility regulations are followed
Create, delegate, analyze and process a variety of reports
Review, analyze and remedy meter data across all applications
Lead accounts receivable and collection efforts
Assist members with energy conservation, rate schedule options and usage analysis
Advise, educate, and assist members with newer technologies such as smart meters, distributed generation and electric vehicles
Oversight of the consumer information system
Other tasks and duties as assigned by Energy Services Manager
Qualifications:
Bachelor's degree in Business, Finance, Mathematics or related field
Expert level knowledge in Excel and strong skills in Office 365
Experience in accounts receivable and collections
Exceptional customer service and de-escalation skills
Utility experience desired
Database experience preferred
Must have and maintain a valid driver's license
Must have reliable transportation to and from work
Reside within one hour driving distance of work location
Ability to sit, stand, push, pull, walk, stoop, bend, reach above the shoulders, and occasionally lift up to 25 lbs.
Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust and focus
Able to drive to all REC office locations and within a 25-mile radius of the South Beloit location if needed
Regular daily in-person attendance is required
Competencies:
Extreme attention to detail
Excellent verbal and written communication skills
Ability to quickly learn new software programs
Ability to learn complex processes, rules, and regulations
Ability to multi-task
Ability to navigate multiple software interfaces simultaneously
Knowledge and ability to use office equipment
Strong work ethic
Dependable
Strong customer service skills
Friendly and positive attitude
** Pre-employment drug-testing and physical required
Schedule:
This is an in-person position
Monday through Friday (excluding some holidays)
7:30 am - 4:00 pm
Work Location:
South Beloit, IL (100% In-person)
Salary:
$63-70,000 per year
Benefits:
Medical, prescription and dental benefits at a 85%/15% employee split
401K with 4% employer contribution
Employer funded pension plan
Job Type:
Full Time
Expected Hours:
40-50 per week
Company:
Rock Energy Cooperative, established in 1936, is a not-for-profit utility distributing safe and reliable electricity and natural gas to approximately 20,000 households and businesses across its nine-county service area in northern Illinois and southern Wisconsin.
We Make it Easy
Founded in 1901, MRA is a nonprofit employer association that serves more
than 4,000 employers, covering more than one million employees.
As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce.
We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company, not an agency recruiter.
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Finance associate job in Barrington, IL
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Training & development
State Farm experienced Sales Representative (Company Car Provided)
Peter Grande State Farm Harwood Heights, IL
About Us
Peter Grande State Farm is a trusted, award-winning insurance and financial services agency located at 4728 N. Harlem Ave, Harwood Heights, IL 60706. We proudly serve Harwood Heights and surrounding communities including Norridge, Chicago, Elmwood Park, Park Ridge, and beyond
Led by Peter Grande, CLU, our team brings decades of combined industry experience, and we speak multiple languagesincluding English, Polish, Spanish, Russian, and Ukrainianto meet the needs of our diverse client base. We offer a full suite of products including:
Auto, Homeowners, Renters & Condo Insurance
Life & Health Insurance
Business Insurance
Banking Services & Annuities
Pet Insurance
And more
Were passionate about protecting what matters most and helping our clients plan for a secure future.
Position Overview
Were hiring a Sales Representative to join our growing, high-performing team. This role is ideal for both recent graduates ready to launch a meaningful career and experienced professionals looking to elevate their income and impact.
As a Sales Representative, you will:
Develop leads, schedule appointments, and identify client needs
Present and recommend appropriate insurance and financial products
Build strong relationships with clients and follow up for service, renewals, and referrals
Engage in community outreach and networking events
Receive one-on-one mentorship from a seasoned agency leader
Enjoy the support of a collaborative, multilingual office
Use a company-provided car for client appointments and business travel
What We Offer
Company Car Provided for business-related travel
Competitive Base Salary + Uncapped Commission + Bonuses
Full Licensing Support (if not already licensed)
Paid training and one-on-one mentorship
Career advancement opportunities (Team Leader, Office Manager, Agency Owner Track)
Access to a wide product portfolio (auto, home, life, business, banking & more)
A modern, friendly, and multicultural work environment
Flexible schedule options
Office conveniently located on Harlem Ave with free parking
Who Were Looking For
Experienced Professionals:
State Farm experience desired, Company Car and Competitive Salary
Proven success in sales, customer service, or account management
Licensed in Property & Casualty and/or Life & Health (or willing to obtain)
Self-driven and eager to grow within a reputable agency
Qualifications
High School diploma required; college degree preferred
Valid Drivers License (required for use of company vehicle)
Must pass background and licensing checks
Bilingual (Polish, Spanish, Russian, or Ukrainian) a strong plus
Tech-savvy: able to navigate CRM systems, quoting tools, and online platforms
Work Schedule
Full-time position (MondayFriday)
Occasional evenings or weekends for community events or client appointments
Office-based with flexibility for field appointments and remote outreach tasks
Apply
College Financial Representative, Internship Program
Finance associate job in Barrington, IL
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)
Posted Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyRelationship Banker
Finance associate job in DeKalb, IL
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
Spanish speaking preferred
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team.
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-ApplyINTERN - FINANCE
Finance associate job in Rockford, IL
assists in all activities pertaining to finance goals and objectives. Responsibilities ESSENTIAL FUNCTIONS: (These functions are intended as a general illustration of the work performed in this job classification and are not all inclusive for this position)
* Creates an atmosphere that induces guests to make Hard Rock Rockford their choice for gaming entertainment; responsible for actively building and retaining guest relations.
* Assists in maintaining invoice filing system.
* Answers vendor inquiries.
* Prints accounts payable reports and maintains accounts payable files.
* Assists in auditing casino accounting activities.
* Prepares analysis of accounts, as required.
* Assist in ad-hoc reporting or analysis related to different business areas as requested.
* Supports operational department needs, helping to identify and implement improvement opportunities.
* Assists in monthly closings.
* Assists with special projects, as necessary.
NON-ESSENTIAL FUNCTIONS:
* Attend seminars when needed.
KNOWLEDGE OF:
* Ability to read and comprehend simple instructions, short correspondence, and memos.
* Ability to write simple correspondence.
* Good communication skills.
* Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
* Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
* To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
* The requirements listed below are representative of the knowledge, skill, and/or ability required.
ABILITY TO:
* Must be able to sit 90% of shift, stand 5% of shift, and walk 5% of shift.
Qualifications
EDUCATION AND /OR EXPERIENCE REQUIREMENTS:
A High school diploma or general education degree (GED). The incumbent should be enrolled in a bachelor's degree in accounting, Finance, Business, or equivalent program while completing this internship.
ADDITIONAL REQUIREMENTS: (Licenses, Certifications, Testing, etc):
* Must obtain and maintain all licenses / certifications per Federal, State, and Illinois Gaming Commission.
* Must successfully pass background check.
* Must be at least eighteen (18) years of age.
* Must be able to work holidays and weekends, as well as flexible shifts.
Additional Details
Hard Rock Casino Rockford is an equal opportunity employer and does not discriminate because of race, color, religion, sex (including gender identity, sexual orientation, or pregnancy), national origin, age, disability, or genetic information.
Any job posting or information about careers at Hard Rock Casino Rockford is from 815 Entertainment dba Hard Rock Casino Rockford and you will work for 815 Entertainment as your prospective employer. This means your application is submitted to and reviewed solely by this location, who will make any hiring decisions. If hired, 815 Entertainment dba Hard Rock Casino Rockford will be your employer and is alone responsible for any employment related matters.
Auto-ApplyPrivate Client Banker - Carpentersville - Carpentersville, IL
Finance associate job in Carpentersville, IL
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: **************************************************************************
Auto-ApplyFinancial Services Specialist I - Randall Road Branch (IL)
Finance associate job in Algonquin, IL
The Financial Services Specialist role is responsible for providing superior member experience that leads to increased member engagement and satisfaction with the Credit Union. The Financial Services Specialist will deliver personalized service, making product and service recommendations after a thorough review of each member's unique financial position. Financial Services Specialists respond to member requests while recommending additional products and services that elevate the member's financial wellbeing and perform these tasks with accuracy and efficiency. Financial Services Specialists are responsible for problem solving to find the optimal solution for the member while mitigating risk to the member and Credit Union.
Work Arrangement: This position is scheduled for an onsite presence at the Randall Road Branch in Illinois.
Schedule:
This position requires working a standard 40 hour week during Branch hours of operations
Monday - Thursday 8:15am - 5:45pm
Friday 8:00am - 6:15pm
Rotating Saturdays 8:15am - 1:15pm
Employees work every other Saturday and receive a consistent day off during the week to offset their hours
Scheduled hours could change based on business need and future department growth.
An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (onsite) and work location. MSU Federal Credit Union may or may not be able to accommodate temporary or permanent changes to work arrangements or allow employment outside the city and/or state of residency in which the new hire resides at the time of offered employment.
Compensation & Benefits:
Salary Ranges:
Financial Services Specialist I - $18.00 - $19.00/hour, dependent on experience
100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums
Up to 26 days of PTO within your first year, as well as Volunteer Time Off & 11 Paid Holidays
401(k) with a company match
Tuition Reimbursement
Up to 12 Weeks of Paid Parental Leave
Learn more about our benefits here
Essential Duties and Responsibilities
Financial Services Specialist
Provide superior member service by responding to members' inquiries with urgency, process transactions accurately and with proficiency, personalizing interactions with recommendations of products and services specific to members' unique needs.
Identify and sell products and services, provide financial education to enhance the member experience, and achieve individual and departmental goals.
Utilize outbound calling and cross-selling tools to further develop relationships with current members.
Utilize department and Credit Union procedures to mitigate risk, ensuring that member requests and transactions are processed with accuracy, protecting both members and the Credit Union from loss.
Manage time effectively while demonstrating initiative within the branch, consistently seeking opportunities for personal development and expanding knowledge to better serve members and the Credit Union.
Utilize a variety of communication channels (e.g., in-person, email, team collaboration tools) to ensure clear, effective, and timely communication within the team and across the Credit Union.
Actively promote and guide members in using Credit Union technology, enhancing their experience and empowering them to manage their finances with ease and confidence.
Demonstrate proficiency in Credit Union product knowledge, services, and fintech partners.
Effectively handle escalations by taking ownership, de-escalating concerns with empathy and professionalism, and resolving issues to achieve superior service.
Apply fraud detection strategies, taking steps to mitigate risks, protecting members and the Credit Union.
Complete required departmental activities and trainings to ensure compliance with state and federal regulations, and Credit Union policies.
Adhere to safety and security procedures regarding emergency situations, third party access to secure areas, and promptly communicate suspicious activity to leadership.
Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations, adapting to new information, technology platforms, handling ambiguity and adapting to change.
Display adaptability and flexibility in meeting business needs based on member volume patterns at a branch or throughout the branch network.
Consistently meet or exceed established performance metrics, contributing to the Credit Union's goals and delivering a high standard of service.
Knowledge, Skills and Abilities
Financial Services Specialist:
High School Diploma or Equivalent required.
Follow proper balancing and cash handling procedures
Regular and predictable attendance
Demonstrate company core values
Ability to work scheduled hours including, weekend and overtime, when applicable
Receptiveness to accepting and applying feedback
Attention to detail
Proficiency in member service
Excellent listening skills
Clear and effective communication skills
Professional business etiquette and presentation skills, including maintaining a professional workspace
Strong sales skills with identifiable results
Critical thinking and problem-solving skills
Effective use of fraud detection and prevention techniques
Effective written and verbal communication skills
Skills in de-escalating and resolving escalating member situations
Adaptability and flexibility
Analytical skills and the ability to work independently
Math and general clerical aptitude
Ability to multitask and prioritize
Reliable and dependable
Error free typing skills with emphasis on accuracy
Functional knowledge of Credit Union or other financial institution systems, products, services, and procedures preferred
High School Diploma or GED
Competencies
Core Competencies that must be demonstrated by all Credit Union employees include Communicate, Navigate Change & Evolve, Solve Problems & Make Decisions, Plan, Prioritize, and Achieve, and Collaborate.
Physical Demands and Work Environment
May be required to remain in a stationary position for an extended period
Ability to operate standard office technology, equipment and tools, which may include many hours of computer and phone usage
Ability to move about inside of office area
Exposure to potentially hazardous conditions, i.e., robbery, and follows detailed instructions and procedures to minimize the exposure
The working arrangement for this position is onsite
Ability to safely lift, carry, and move items as required for branch operations
Disclaimer
Note this job description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and MSU Federal Credit Union reserves the right to change this position description and/or assign tasks for the employee to perform, as MSUFCU may deem appropriate.
MSUFCU is an affirmative-action, equal-opportunity employer.
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.
Nos super offres || Oil Products Trader
Finance associate job in Geneva, IL
Your mission:
Develop and implement trading strategies based on market trends and supply-demand dynamics for oil products
Build and expand trading desk operations, leveraging networks to identify growth opportunities
Negotiate and finalize trading agreements with counterparties
Monitor market activity, generate reports, and maintain effective communication with stakeholders
Manage an autonomous trading book and generate consistent P&L
Reference markets: mainly North EU, Med, Africa, Middle East
Your profile:
10+ years of experience in oil products trading with a proven track record
Bachelor's degree in Finance, Economics, Business, or a related field
Strong knowledge of global energy markets and geopolitical factors
Entrepreneurial mindset with excellent analytical and quantitative skills
Proficient in trading platforms and software tools
Fluency in English (additional languages are a plus)
Autonomous with excellent communication skills and the ability to negotiate
Private Client Banker - Carpentersville - Carpentersville, IL
Finance associate job in Carpentersville, IL
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: **************************************************************************
Auto-ApplyCollege Financial Representative, Internship Program
Finance associate job in Janesville, WI
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
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Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
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for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
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Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
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