Post job

Finance associate jobs in Springfield, IL - 34 jobs

All
Finance Associate
Relationship Banker
Finance Representative
Finance Sales Consultant
Banker
Finance Analyst
Equity Trader
Personal Banker
Finance Consultant
Finance Officer
Finance Service Representative
  • Equity Trader Position

    T3 Trading Group 3.7company rating

    Finance associate job in Springfield, IL

    NOW Accepting Applications for Prop Trading Professionals 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 structures 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 88 Pine Street 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 ***************************
    $69k-127k yearly est. Easy Apply 60d+ ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Correspondent Banker (Title Commensurate with Experience)

    Bankers' Bank 4.4company rating

    Finance associate job in Springfield, IL

    Job Description Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years. In addition to specializing in providing correspondent banking products and services to community banks we also provide cash letter/payments and cash management, bank holding company loans, commercial lending, leasing, secondary mortgage products, investment trading, safekeeping and portfolio accounting, credit services, international services, bank card products, and risk management solutions. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Dublin, OH, and Indianapolis, IN. We are seeking a Correspondent Banker in our Southern Illinois market. This role works with existing and develops prospective customer relationships by providing knowledge of Bankers' Bank's products and services. Establish credibility and build relationships to assist efforts in identifying sales opportunities within defined markets. Acts as a liaison between the Bank employees and customers. Role requires business travel. Position Functions: Sales and Service Collaborates with and product experts to educate and provide solutions for customers and prospects. Visit customers and prospects to review current needs and identify future Bank product and services opportunities. Manage the customer relationship including sales, service, communication, problem solving, and conflict resolution. Attend and actively participate in sales meetings and other training opportunities. Represent the Bank in a professional manner at industry-related events. Attend industry events to maintain expert level of knowledge of relevant products, services and topics. Administrative Maximize efficiencies when scheduling customer and prospect calls. Prepare for bank calls. Utilize CRM to document relevant bank call information. Actively maintain an accurate pipeline of prospects. Qualifications Ideal candidates will possess a degree in business, finance, or related field, or an equivalent combination of education and experience, a minimum of five years' banking, lending, or related experience, along with a minimum of two years' business development experience. Banking experience preferred, along with demonstrated cash management knowledge.
    $58k-99k yearly est. 15d ago
  • Principal Financial Analyst - OCI Finance - Platform Capex

    Oracle 4.6company rating

    Finance associate job in Springfield, IL

    Principal Financial Analyst to support Capital expenditure for Oracle Cloud Infrastructure Oracle Cloud Infrastructure (OCI) is growing rapidly, and we are looking for a financial leader to support our capital expenditure and Supply Chain organization. This role focuses on capital forecasting, financial planning, and strategic analysis to support OCI's infrastructure scaling initiatives. You will work closely with stakeholders across Engineering, Procurement, and Operations to align financial plans with global execution. The ideal candidate has a background in capital expenditure and/or supply chain finance, strong modeling and analysis skills, and thrives in a fast-paced, data-driven environment. - Analyze supplier spend and capital deployment trends. - Build scalable financial models for cash flow. - Translate complex operational data into actionable financial insights. - Collaborate cross-functionally with Engineering, Procurement, and Operations. - Improve forecasting accuracy, financial systems, and process scalability. **Responsibilities** **Responsibilities** + Lead capital planning, forecasting, and budgeting efforts for OCI's Capex and supply chain + Analyze cost trends, capacity, and material flow to inform financial strategy. + Develop and maintain financial models to support vendor funding and infrastructure scaling. + Create and deliver executive dashboards, quarterly business reviews, and KPI tracking. + Work closely with supply chain leaders, Engineering, and Procurement to align execution with financial goals. + Partner with accounting and finance teams on quarter-end close activities and capital governance. + Identify and communicate risks, cost drivers, and efficiency opportunities + Recommend and implement process improvements to enhance accuracy and reporting scalability. + Contribute to cross-functional initiatives focused on optimizing OCI's capital investment and supply chain footprint. **Qualifications** + Bachelor's degree in Finance, Accounting, Business, or a related field; MBA or CPA preferred. + 10+ years of corporate finance experience, ideally with capital expenditure and/or supply chain. + Expertise in financial modeling and Excel; experience with Oracle Financials, Hyperion, or similar systems preferred. + Demonstrated ability to derive insights from complex data and present clear business recommendations. + Experience supporting capital investment, procurement, or vendor strategy is a plus. + Strong communication skills and executive presence. + Ability to manage competing priorities and work effectively in a matrixed, fast-paced environment. + Passion for process improvement, scalability, and automation. + Preferred: Direct experience supporting a centralized supply chain hub or capital-heavy operations. + Preferred: experience leading or contributing to cross-functional process improvement initiatives in a global finance or supply chain environment \#LI-KNC2 Disclaimer: **Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.** **Range and benefit information provided in this posting are specific to the stated locations only** US: Hiring Range in USD from: $84,500 to $178,100 per annum. May be eligible for bonus and equity. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. Oracle US offers a comprehensive benefits package which includes the following: 1. Medical, dental, and vision insurance, including expert medical opinion 2. Short term disability and long term disability 3. Life insurance and AD&D 4. Supplemental life insurance (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation. 9. 11 paid holidays 10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours. 11. Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet insurance The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted. Career Level - IC4 **About Us** As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity. We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all. Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs. We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_************* or by calling *************** in the United States. Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
    $84.5k-178.1k yearly 20d ago
  • ACFR Financial Officer

    State of Illinois 4.3company rating

    Finance associate job in Springfield, IL

    Class Title: SENIOR PUBLIC SERVICE ADMINISTRATOR, OPT. 8C - 40070 Skill Option: Special License - Certified Public Accountant Bilingual Option: N/A Salary: Anticipated Starting Salary $9,200 - $11,200 monthly Job Type: Salaried Category: Full Time County: Sangamon Number of Vacancies: 1 Bargaining Unit Code: None Merit Comp Code: TA000 A resume is highly encouraged to evaluate your qualifications and skills as part of your application. Please attach a DETAILED Resume/Curriculum Vitae (CV) to the MY DOCUMENTS section of your application if you decide to provide one. Posting Identification Number: 12-05-52288 Why Work for Illinois? Working with the State of Illinois is a testament to the values of compassion, equity, and dedication that define our state. Whether you're helping to improve schools, protect our natural resources, or support families in need, you're part of something bigger-something that touches the lives of every person who calls Illinois home. No matter what state career you're looking for, we offer jobs that fit your life and your schedule-flexible jobs that provide the gold standard of benefits. Our employees can take advantage of various avenues to advance their careers and realize their dreams. Our top-tier benefits and great retirement packages can help you build a rewarding career and lasting future with the State of Illinois. Position Overview The Illinois Department of Natural Resources is seeking to hire a ACFR (Annual Comprehensive Financial Report) Financial Officer for The Office of Fiscal Management. This position will oversee and direct staff in the accurate and timely preparation of all financial statements, GAAP packages, operating reports, and other required financial reports; formulate, develop, and implement agency policies, programs, and procedures for financial management and financial reporting, and accounting; testify in legislative hearings and committees if needed; has principal administrative responsibility for the determination and execution of financial management and accounting policies; provide guidance and oversight to DNR's Chief Fiscal Officer to ensure compliance with stated goals and objectives. Serves as liasion to the ACFR reporting unit at GOMB (Govenern's Office of Management & Budget). We welcome interested applicants who would like to be part of this team to apply today. Essential Functions * Subject to management approval of the Chief Financial Officer, Serves as Annual Comprehensive Financial Report (ACFR) Financial Officer or the Agency. * Plans, organizes, directs, reviews, and makes decisions in exercising principal programmatic, in coordination with the IDNR Internal Auditor, with responsibility for the development and implementation of a financial management reporting program to comply with the Fiscal Control and Internal Auditing Act (FCIAA). * As chief custodian of the agency's accounting records, oversees, and directs staff in the accurate and timely preparation of all financial statements, GAAP packages, operating reports, and other required financial reports. * Performs qualitative and quantitative analysis of program operations utilizing mainframe and PC based accounting and financial applications and programs. * Serves as a full line supervisor to subordinate managers and staff. * Prepares special reports, correspondence, and information for legislative and Governor's office inquiries. * Performs other duties as required or assigned which are reasonably within the scope of the duties enumerated above. Minimum Qualifications * Requires a bachelor's degree in accounting. * Requires prior experience equivalent to four years progressively responsible administrative experience in accounting and/or financial management. * Requires incumbent to be a registered or licensed Certified Public Accountant. Preferred Qualifications * Four years of progressively responsible administrative experience in preparation of complex financial statements and reports. * Four (4) years of professional experience supervising professional and paraprofessional staff in Generally Accepted Accounting Principles (GAAP) accounting and financial statement preparation. * Thorough knowledge of Generally Accepted Accounting Principles (GAAP) and GAAP financial reporting. * Four (4) years of professional experience with preparation and development of complex and comprehensive accounting, financial, and budgeting reports and statements. * Four (4) years of professional experience analyzing administrative programs and adopting effective courses of action. * Extensive knowledge of the State of Illinois or similar Accounting Systems and processes, the State Finance Act, and agency policies, rules, and regulations. * Four (4) years of professional experience developing and maintaining cooperative working relationships. * Working knowledge in the use of spreadsheet computer software applications to develop comprehensive accounting, financial, and budgeting reports. * Prefers a master's degree in accounting, finance, or related field. Conditions of Employment All applicants must be able to meet the following Conditions of Employment, with or without reasonable accommodation, to be considered for this position. The State of Illinois complies with federal and state disability laws and will make reasonable accommodations for applicants and employees with disabilities: * Requires completion of a background check and self-disclosure of criminal history. * Overtime is a condition of employment, and you may be requested or required/mandated to work overtime including scheduled, unscheduled, or last-minute overtime. * Requires the ability to use agency supplied equipment (i.e., cell phone, laptop, etc.). * This position has been found to meet the requirements in section 4A-101 of the Illinois Governmental Ethics Act requiring the occupant/employee to file a Statement of Economic Interest. The Illinois Governmental Ethics Act (5 ILCS 420/4A et seq.) requires certain state officials and employees to file annual Statements of Economic Interest with the Office of the Secretaryof State that will be made available for examination and copying by the public. All employees required to file a Statement of Economic Interest are also required to file the Supplemental Statement of Economic Interest with the Executive Ethics Commission. (See Executive Order 15-09) Fines and penalties apply to untimely filings. * Certain provisions of the revolving door restrictions contained in 5 ILCS 430/5-45 apply to this position. As a result, the employee should be aware that if offered non-State employment during state employment or within one year immediately after ending State employment, the employee shall, prior to accepting any such non-State employment offer, notify the Office of the Executive Inspector General for the Agencies of the Illinois Governor (OEIG) or may be subject to a fine. The conditions of employment listed here are incorporated and related to any of the job duties as listed in the job description. Division Statement Office of Fiscal Management The Office of Fiscal Management develops budgets, processes payroll, administers workers compensation, manages audits, collects and records cash and receivables, tracks inventory and assets, processes vouchers, and conducts procurements, and holds responsibility for monitoring much of the Department's operational procedures, to include the review of fiscally related procedures to ensure compliance with all rules, regulations and accounting standard. Work Hours: Monday - Friday, 8am - 4:30pm, 1 hr. Lunch Headquarter Location: IDNR, 1 Natural Resources Wy, Springfield, Illinois, 62702 Work County: Sangamon Agency Contact: Vicky Fowler Email: ************************* Phone #: ************** Posting Group: Leadership & Management DNR Agency Statement Charged with preserving, protecting, and promoting Illinois' natural resources, the Illinois Department of Natural Resources (IDNR) employees oversee water, wildlife, wetlands and oil wells, parks, historic sites - and everything in between. Employment opportunities vary greatly, often providing employees the chance to work indoors and out in a dynamic yet relaxed environment. Working for the State of Illinois, IDNR employees receive excellent benefits, including health, vision and dental insurance; a retirement plan and deferred compensation options; state holidays and other time off; as well as pre-tax benefit programs; flexible/remote work schedules may be available for certain positions. The main form of communication will be through email. Please check your "junk mail", "spam", or "other" folder for communication(s) regarding any submitted application(s). You may receive emails from the following addresses: * ****************************** * *************************** * Term Appointment: Candidates hired into a term position shall be appointed for a term of 4 years and are subject to a probationary period. The term may be renewed for successive four-year terms at the Director of the Department of Natural Resources's discretion. This position has been found to meet the requirements in section 4A-101 of the Illinois Governmental Ethics Act requiring the occupant/employee to file a Statement of Economic Interest. The Illinois Governmental Ethics Act (5 ILCS 420/4A et seq.) requires certain state officials and employees to file annual Statements of Economic Interest with the Office of the Secretary of State that will be made available for examination and copying by the public. All employees required to file a Statement of Economic Interest are also required to file the Supplemental Statement of Economic Interest with the Executive Ethics Commission. (See Executive Order 15-09) Fines and penalties apply to untimely filings. Revolving Door: Certain provisions of the revolving door restrictions contained in 5 ILCS 430/5-45 apply to this position. As a result, the employee should be aware that if offered non-State employment during State employment or within one year immediately after ending State employment, the employee shall, prior to accepting any such non-State employment offer, notify the Office of the Executive Inspector General for the Agencies of the Illinois Governor ("OEIG") or may be subject to a fine. Nearest Major Market: Springfield
    $43k-54k yearly est. Easy Apply 17d ago
  • Regional Financial Consultant - Northern Region (Principal Consultant #652)

    Illinois Association of School 3.8company rating

    Finance associate job in Springfield, IL

    Reporting to the Supervisor, provides specialized consultative services in the primary areas of school finance and business services. THIS POSITION SERVES THE NORTHERN IL REGION. Duties and Responsibilities: * Conducts outreach and provides technical assistance to regional offices of education, district personnel, financial oversight panels, other administrative entities, and agency staff using a variety of indicators (e.g. annual financial report data, budget data, financial profile information, etc.) * Serves as primary contact on financial matters related to cost analysis, business management, general facilities information (e.g. maintenance and capital issues), and budget development, including all aspects of revenues, short and long-term debt, expenditures, and financial reporting. * Conducts financial and trend analysis of school districts and other administrative entities, particularly financially distressed districts (e.g. oversight panel monitoring) to track their fiscal solvency and compliance with rules, regulations and generally accepted accounting procedures. * Assists in the on-going development, implementation, and assessment of training / professional development to assist regional offices of education, school district personnel, and other administrative entities improve their financial management practices. * Recommends the development of broad, state-wide financial management and fiscal policies and procedures. * Makes recommendations for technological systems development at the department level. * Functions as a team member and/or team leader for diverse agency, center, and department teams. * Coordinates fiscal, staffing and material resources to complete assigned projects. * Coordinates efforts with interdisciplinary team members for the completion of assigned projects for departmental activities. * Monitors projects and activities of team members and assists so that projects are on schedule and completed with assigned timelines. * Collects and analyzes data and compiles reports for review, executive approval and implementation. * Applies technical expertise in areas of accounting and financial management to research, develop and implement project assignments. * Assists in the development of departmental information systems and the gathering of department planning data. * Performs other duties as assigned. Qualifications Required Qualifications: * Bachelor's degree in any field. (COPY OF TRANSCRIPTS REQUIRED AT TIME OF APPLICATION) * At least two years of professional experience in K-12 school district accounting, auditing, or school business management. * Demonstrated ability in accounting, auditing, and financial management. * Proficient oral and written communication skills. * Knowledge of school business financial practices and procedures. * Knowledge of accounting, auditing, and financial management practices and procedures. Preferred Qualifications: * Degree in Accounting or Finance, or, Master's degree in Educational Leadership or related field. * Experience in auditing school districts or experience as Superintendent or CSBO/business manager for a school district. * Skilled in database and spreadsheet applications. * Knowledge of resources allocation and project coordination involving interdisciplinary teams and local school districts. * Ability to quickly adapt to a variety of information systems. * Ability to define problems and apply problem-solving techniques to complex issues. Salary/Benefits Union:IFSOE Department:School Business Services Anticipated Starting Salary Range:$62,449 - $78,917 Full Salary Range:$62,449 - $106,278 Office Hours: Monday - Friday 8:00 a.m. - 5:00 p.m. How to Apply To view full posting and apply electronically, please visit ******************************************************************************** parties must submit the required application, cover letter, resume, and transcripts (unofficial until recommended for hire). The subject line should include the position number(s) you are applying for. Email Address ******************** School District ******************* ILearn Link ILearn Report Card Link District Report Card Job Posting Date 12/16/2025 Start Date N/A
    $62.4k-106.3k yearly Easy Apply 41d ago
  • Financial Representative Entry Level

    Jump District-Northwestern Mutual

    Finance associate job in Taylorville, IL

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Jump District - Northwestern Mutual, were driven by a vision to help people discover and achieve whats possible. Guided by our core values of Courage, Passion, and Growth, our Financial Representatives play a vital role in empowering clients to achieve financial security through education, motivation, and personalized support. Since our founding just five years ago, weve grown from a single full-time advisor to a thriving team of 6 full-time advisors, 6 additional team members, and a dynamic group of College Financial Representatives each year. Our growth reflects our commitment to fostering an environment of continuous improvement, collaboration, and success. As a valued member of our team, youll benefit from expert mentoring, advanced training, and cutting-edge technologyall backed by Northwestern Mutual, a Fortune 500-ranked company with an Aaa rating from Moody's and a leadership position in total dividend payouts, totaling billions annually. Joining Jump District means becoming part of a purpose-driven, growth-oriented team, where youll feel valued and empowered to pursue both personal and professional goals. Our commitment to making a difference extends beyond finance; we are proud to maintain a strategic community partnership with Millikin University, where we sponsor and participate in events such as Millikin Athletics Golf Outings, Youth Basketball Camps, semi-annual Dress for Success events, Career Fairs, and educational talks with nursing students, the Tabor School of Business, and various sports teams. Additionally, we host an annual charity day where our entire office volunteers at the Special Olympics track meet held at Illinois State University in Bloomingtona day of teamwork and service we are proud to support. With a proven path to financial independence, including the potential to earn $150,000+ in your first year, youll have the tools, freedom, and support to make a profound impact on your clients and your career. Our thriving office is located at: 240 S. Main St., Decatur, IL 62523 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Meet Caleb Jump - Managing Director, Jump District With nearly a decade of leadership at Northwestern Mutual, Caleb Jump brings a wealth of experience and a passion for guiding others toward financial success. Before joining Northwestern Mutual, Caleb spent 10 years in mortgage and commercial lending, working with two prominent local banks in Decatur. His background in lending provided him with a deep understanding of financial solutions and community relationships, which he now leverages to help clients and his team thrive. Outside of work, Caleb is a dedicated father of four daughters, actively supporting and coaching their diverse extracurricular pursuits, including basketball, dance, show choir, and volleyball. When he finds time for himself, Caleb enjoys collecting cigars and bourbon, reflecting his appreciation for quality and tradition. Calebs leadership is grounded in his commitment to his family, his team, and his community, making him an integral part of Northwestern Mutuals success. Meet Our Team: Aubrey Jump - Financial Representative Started at NM: September 2024 Prior to NM: Teacher for 15 years at Garfield Montessori School in Decatur before starting with NM. Came on for flexibility of schedule to spend time with her family. Passionate about: Family (4 kids), flexibility to live life, kids, loves track and coaching. KeShawn Marshall - Financial Representative Started at NM: 2022 Prior to NM: Played college football at Millikin University. Interned for 1.5 years during school before transitioning to a full-time role with NM. Achieved Central IL Rookie of the Year. Passionate about: Enjoys traveling locally to Chicago and St. Louis, spending time in the gym, and is a passionate New Orleans Saints fan. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Caleb Jump is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $31k-57k yearly est. 6d ago
  • Financial Representative Entry Level

    Northwestern Mutual-Central Illinois 4.5company rating

    Finance associate job in Springfield, IL

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual - Central Illinois! At Northwestern Mutual Central Illinois, we are guided by the core values of Courage, Passion, and Growth. These principles shape everything we dofrom how we support our clients to how we build our team. Our culture strikes the balance between professionalism and approachability, creating a collaborative and supportive environment where new Financial Representatives are set up to succeed. During your first year, youll benefit from joint work opportunities, hands-on mentoring, and personalized coaching from seasoned advisors who are truly invested in your development. We believe that growth happens best with accountability, encouragement, and the freedom to learn alongside a strong team. Our commitment to impact extends beyond financial services. We take pride in giving back to our community through support of local organizations such as HSHS St. Johns Childrens Hospital, Contact Ministries, the James Project, and Alexs Lemonade Stand. If you're looking for a career where you can make a differenceboth in your clients lives and in your communitywhile building a business with unlimited potential, wed love to talk with you. Our thriving offices are located: Lincoln office: 2201 Woodlawn Road Lincoln IL 62656 Pittsfield office: 311 W Washington Street Pittsfield IL 62363 Jacksonville office: 606 E State Street Jacksonville IL 62650 Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: D. Patrick Scheina, CLU Managing Director and Wealth Management Advisor: Time with Northwestern Mutual: 22 years Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science. Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peters Catholic Church, and Patrick also serves on the Sangamon County CEO Board. Eli Cook Growth and Development Director: Time with Northwestern Mutual: 11 years Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since. Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting. Brent Shunk Private Wealth Advisor: Time with Northwestern Mutual: 38 years Previous Experience: Brent has spent his entire career with Northwestern Mutual. Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night. Austin Shunk Private Wealth Advisor: Time with Northwestern Mutual: 13 years Previous Experience: Austin has built his entire professional career with Northwestern Mutual. Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking. Sheila Davidsmeyer Financial Advisor: Time with Northwestern Mutual: Over 27 years Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University. Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $40k-62k yearly est. 3d ago
  • Investigator Financial Analyst II

    Parexel 4.5company rating

    Finance associate job in Springfield, IL

    Parexel is looking for changemakers who are driven by curiosity, passion, and optimism. Come join us in keeping the Patient at the Heart of Everything We do. **Job Title** : Investigator Financial Analyst II **Job Introduction** : At Parexel, we are a leading Clinical Research Organization company specializing in delivering life-changing medicines to patients. We are seeking an **Investigator Financial Analyst** **II** to join our team. As an Investigator Financial Analyst, you'll be joining a fast-paced, driven environment that's helping to make life-changing differences to patients by steering the investigator budget management for crucial projects. Through the collaboration and diversity of the Investigator Payment Division the Investigator Financial Analyst is provided with opportunities to excel and discover where your skills can take you. **Who we are looking for** : Curious individuals interested in understanding investigator budget economic drivers. Who are detailed-oriented while assisting in translating the clinical conduct into a financial impact and proactively advising the project leader and the project financial analyst on how to influence critical budget and cash flow levers to prevent negative impact project financials. **What you'll do** : + Lead the monthly investigator payment forecast cycle and support project analysis requirements, including a review of accruals, costs incurred, contracts signed, and patients enrolled. + Collaborate with clients, clinical team members, and other members of the organization to gather information and/or explain the financial impact of the observed clinical conduct. + Manage all required variance analyses for the set of projects, with insight and identify risks in the project forecast and to the budget. + Present updates on financial status of investigator payments for assigned projects and create information in response to client financial reporting needs for assigned projects in the area of project reporting, forecasting, or transactional details for the projects within the portfolio. **Why join us:** Be part of groundbreaking projects that are pushing the boundaries of the industry. Experience a collaborative and inclusive work environment that highly appreciates your expertise. Unlock your full potential with professional growth and development opportunities. Enjoy work life balance and flexible working hours. **Parexel US Benefits** : + Health, Vision & Dental Insurance + Tuition Reimbursement + Vacation/Holiday/Sick Time + Flexible Spending & Health Savings Accounts + Work/Life Balance + 401(k) with Company match + Pet Insurance Full list of benefits available here: *********************************** **About Parexel International:** At Parexel we embrace flexibility and understand that in today's fast-paced world, employees need to balance their careers with their personal lives. Come join us where learning is constant, and you're exposed to a world of experiences and open doors. If this job does not sound like the next step in your career, but perhaps you know of someone who'd be a perfect fit, send them the link to apply! \#LI-REMOTE EEO Disclaimer Parexel is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to legally protected status, which in the US includes race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
    $66k-107k yearly est. 19d ago
  • Relationship Banker | North Water/Decatur

    First Busey Corporation 4.5company rating

    Finance associate job in Decatur, IL

    The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience. Duties & Responsibilities Customer Service & Relationship Building Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships. Identify customer needs and offer solutions through the bank's products and services. Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs. Resolve customer concerns and issues promptly, ensuring a positive experience. Sales & Referrals Promote and cross-sell bank products. Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate. Account Management Open and manage a variety of accounts. Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers. Provide assistance with and support for online banking services and digital banking tools. Loan & Credit Processing Refer clients with credit needs to the appropriate banker or line of business. Transactions & Cash Handling Process transactions with a high degree of accuracy. Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift. Compliance & Risk Management Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions. Maintain confidentiality of customer information and ensure compliance with privacy regulations. Monitor for potential fraud or suspicious activity, following bank procedures to address issues. Operational Support Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports. Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards. Education & Experience Knowledge of: Strong sales and customer service skills Strong oral and written communication skills Basic math and accounting functions Ability to: Accurately count money Perform duties and make decisions under frequent time pressures Stand for extended periods of time Lift 50 pounds Education and Training: Requires a High School diploma. Requires previous banking and/or sales experience. Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. Requires knowledge of Microsoft Office. Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $16-$19/hour) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
    $16-19 hourly Auto-Apply 60d+ ago
  • Recent Graduate - Financial Services

    Farmers Insurance 4.4company rating

    Finance associate job in Butler, IL

    Job Description We are seeking a passionate, self-driven, natural-born salesperson with a desire to make a difference in people's lives. You will be part of a team helping to grow the office's revenue by offering products that people need for their security and peace of mind. Our newest Insurance Sales Representative will pursue and respond to the requests and needs of prospects and clients who need insurance. You will be trained to act as a consultant for businesses and families, evaluating needs and recommending the most appropriate means of meeting those needs. Responsibilities: Meet new business production goals and objectives as established. Treat each customer contact as a cross and up-sell opportunity, including financial products. Maintain knowledge of new products. Prospecting and generating new business through leads & referral sources. Maintain client relationships through follow-up phone calls. Requirements: Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Proficiency to multi-task, follow-thru and follow-up. Problem-Solving Capabilities. Successful sales background. Driven and goal-oriented individual. Property and Casualty insurance license (must be willing to obtain) Benefits: Base with Commissions Bonus Opportunities Hands-On Training Performance Bonuses Professional Work Environment
    $34k-39k yearly est. 23d ago
  • Financial Sales Consultant

    PNC 4.1company rating

    Finance associate job in Springfield, IL

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Financial Sales Consultant, within PNC's Organizational Financial Wellness, you will be primarily based in Peoria, IL. PNC's Organizational Financial Wellness offers a comprehensive suite of solutions to meet the needs of various businesses and their employees. The Financial Sales Consultant role is designed to help improve employee financial wellbeing, strengthen employee financial awareness, and increase convenience through digital banking that includes money management tools. As a Financial Sales Consultant you will work in an outbound sales capacity, facilitating in-person new hire orientations, delivering financial education seminars and multi-faceted benefits programs to the employee base within our clients' organizations. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Builds the retail customer base through proactive, outbound quality sales conversations. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. + Sells the bank's products and services to existing and prospective clients outside of branch in non-PNC locations, demonstrating how PNC can help them achieve their financial goals. Identifies and independently acts upon sales opportunities to achieve assigned sales goals. Responsible for establishing connections between clients and PNC partners (ie. PNC Investment, PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals. + Grows customer household relationships through onboarding new clients and building a strong pipeline of appointments for branch and PNC partners. Demonstrates value for customers to achieve greater financial well-being by driving deep needs-based conversations. + Creates an exceptional customer experience at events in a variety of external locations to drive desired acquisition, customer loyalty and increased share of wallet. Stengthens client relationships through planning continued on-site events. + Understands PNC capabilities, educates and coaches customers on technology options. + Selling at non-PNC locations requires: Access to a reliable vehicle transportation for travel to multiple work locations on a daily basis; and the ability to lift and carry up to 25 pounds (inclusive of, but not limited to, marketing materials, collateral and/or other promotional items as required). PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Client Relationship Building, Community Development, Competitive Strategies, Customer Loyalty, Group Problem Solving, Negotiation, New Business Development, Relationship Management **Competencies** Addressing Customer Needs, Branch Banking Services, Customer Acquisition, Customer Experience Management., Effective Communications, Managing Multiple Priorities, Sales Closing and Agreements, Sales Proposals and Presentations, Selling. **Work Experience** Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** Associates **Certifications** No Required Certification(s) **Licenses** Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. **Pay Transparency** Base Salary: $37,440.00 - $76,700.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. **Application Window** Generally, this opening is expected to be posted for two business days from 01/14/2026, although it may be longer with business discretion. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $37.4k-76.7k yearly 12d ago
  • Personal Banker

    United Community Bank 4.5company rating

    Finance associate job in Springfield, IL

    Job Description United Community Bank is in search of a Personal Banker. This position will establish relationships with new and existing customers in order to assist them with their financial needs while ensuring outstanding customer service. Prospective candidate will provide account advice and identify opportunities to cross sell banking products and services. Essential Duties and Responsibilities: Analyze customer utilization of products and services to identify potential product sales opportunities and referrals Assure exceptional customer service Initiate contact with existing and prospective customers to outline relevant products and services, pending sales referrals, product changes, and new product information Facilitate timely resolution of customer requests and concerns Promote customer retention Participate in community events to identify sales opportunities Develop sales strategies Refer customers to appropriate functional areas (e.g. Trust, Mortgage, Insurance, and Investment Services) Create and maintain records of calling efforts, referrals, new products, and product changes/enhancements Review and utilize marketing database reports Keep up-to-date on new retail products, services, regulations, and policies Respond to customer questions regarding products Explain delivery channels (Branch, TBC, ATM, etc.) to customers to assure that the most convenient delivery options are understood Complete all training and online testing as assigned Maintain familiarity with the Bank policies and procedures related to this position including but not limited to Secrecy Act, OFAC, Check Cashing, and Teller Guidelines Assist with Stop Pay Management Assist with Dormant Account Management Assist with IRA/RMD Management Assist with EOM report of open/closed accounts 5K and above Manage safe deposit boxes and unclaimed safe deposit boxes Administer debit card issue and operation Perform Teller Overrides Assist with Charge Offs/reporting to Chex system Oversee NSF Accounts - including all calls/letters/logging CRM Other Clerical Duties Medallion Stamp authorization to verify signature cards for closed accounts Manage teller referral log Facilitate LIVE Chat management and online chat response EOY Record Retention Assist with answering multiline telephone Issue Gift/Ace cards Quick rate CD's Other related duties as assigned Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Computer Requirements: Proficiency in Microsoft Office (Word, Excel, Access, and Power Point) Experience using Web Teller and check imaging software is a plus Education/Experience Requirements: High school diploma or equivalent Additional Requirements: Previous customer service skills preferred Strong attention to detail Strong time management and organizational skills Ability to practice discretion and handle confidential information in a professional manner Ability to perform duties independently with limited direct supervision Problem Solving/Analysis skills Ability to communicate effectively with customers and coworkers Written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor Ability to explain the benefits of bank products and services and answer customer questions regarding these products and services Knowledge of financial institution regulations Ability to multitask Strong professional integrity in compliance with company policy, and ethical and legal standards General knowledge of bank procedures and how they apply to other areas of the bank Attendance Requirements: Employees are expected to report to work as scheduled, on time and prepared to start work. Employees are expected to remain at work for their entire work schedule. Late arrival, early departure or other absences from scheduled hours should be avoided. Certificates, licenses, or registrations: None Required Working Conditions: This job operates in a retail banking setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical requirements: Ability to stand for up to eight hours Requires bending, stooping or standing as necessary Requires the ability to hear, speak and/or signal people Effectively communicate verbally, in writing, and in English Requires manual dexterity, typing, and the ability to count money and key in transactions The employee may occasionally lift and/or move up to 25 pounds Benefits: The following benefit programs are available to all employees: 401(k) retirement plan (requires 60 days of employment, age 20) Paid Leave Time Free checking account including identity theft and cellphone protection, Roadside Assistance and more Free savings account & Safety Deposit Box Cashier's checks In addition, the following benefits are available to all full-time employees after meeting eligibility requirements: Vacation time (requires 30 days of employment) Sick/Personal Time (requires 90 days of employment) Holidays Jury Duty leave Health Insurance (requires 60 days of employment) Dental Insurance (requires 60 days of employment) Vision Insurance (requires 60 days of employment) Life Insurance (requires 60 days of employment) Short-Term Disability Insurance (requires 60 days of employment) Long-Term Disability Insurance (requires 60 days of employment) Section 125 Cafeteria Plan including Flexible Spending Accounts (requires 60 days of employment) Tuition Reimbursement Military Leave Some benefit programs require contributions from the employee, and all begin on the first of the month after eligibility is met. Certain benefits provided by United Community Bank are governed by plan documents. Please visit **************************** for more information on UCB's complete benefit package.
    $38k-44k yearly est. 6d ago
  • Relationship Banker

    Heartland Bank & Trust Co 4.4company rating

    Finance associate job in Springfield, IL

    Text "2430" to ************** to apply. Wage Range: Min: $17.95, Mid: $20.90, Max: $23.84 The Relationship Banker is a frontline representative and the face of Heartland Bank within the communities we serve. Responsible for welcoming our customers, providing excellent customer experiences, and building relationships. The Relationship Banker is a multi-functional, service-oriented individual that is ready to meet our customers' needs. Proactively promotes all Heartland Bank products and services. Offers financial solutions to fit customers' needs in a confident manner. What you will do * Create an excellent customer experience and engage customers by name. * Provide customer support needed to reinforce the value of current and new technology. * Engage current and prospective customers in relationship building conversations to identify needs and offer appropriate solutions to grow customer relationships. * Maintain a working knowledge of products, services, and processes. * Open and service customer accounts, including customer outreach and follow up. * Follow policies and procedures to minimize the risk of fraud. Other Qualifications/Requirements * Participate in various retail and bank projects as necessary. * May assist with Retail Teller duties as needed. * H.S. Diploma or GED preferred or equivalent combination of education and experience. Who We Are Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70+ locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders. Heartland Banks mission is to create value for the customer, earn a profit for the Bank, and have fun doing it! At Heartland, employees have the opportunity to make a difference every day. What We Offer At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click
    $31k-37k yearly est. 27d ago
  • Financial Sales Consultant

    PNC Financial Services Group, Inc. 4.4company rating

    Finance associate job in Springfield, IL

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Financial Sales Consultant, within PNC's Organizational Financial Wellness, you will be primarily based in Peoria, IL. PNC's Organizational Financial Wellness offers a comprehensive suite of solutions to meet the needs of various businesses and their employees. The Financial Sales Consultant role is designed to help improve employee financial wellbeing, strengthen employee financial awareness, and increase convenience through digital banking that includes money management tools. As a Financial Sales Consultant you will work in an outbound sales capacity, facilitating in-person new hire orientations, delivering financial education seminars and multi-faceted benefits programs to the employee base within our clients' organizations. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Builds the retail customer base through proactive, outbound quality sales conversations. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. * Sells the bank's products and services to existing and prospective clients outside of branch in non-PNC locations, demonstrating how PNC can help them achieve their financial goals. Identifies and independently acts upon sales opportunities to achieve assigned sales goals. Responsible for establishing connections between clients and PNC partners (ie. PNC Investment, PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals. * Grows customer household relationships through onboarding new clients and building a strong pipeline of appointments for branch and PNC partners. Demonstrates value for customers to achieve greater financial well-being by driving deep needs-based conversations. * Creates an exceptional customer experience at events in a variety of external locations to drive desired acquisition, customer loyalty and increased share of wallet. Stengthens client relationships through planning continued on-site events. * Understands PNC capabilities, educates and coaches customers on technology options. * Selling at non-PNC locations requires: Access to a reliable vehicle transportation for travel to multiple work locations on a daily basis; and the ability to lift and carry up to 25 pounds (inclusive of, but not limited to, marketing materials, collateral and/or other promotional items as required). PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Client Relationship Building, Community Development, Competitive Strategies, Customer Loyalty, Group Problem Solving, Negotiation, New Business Development, Relationship Management Competencies Addressing Customer Needs, Branch Banking Services, Customer Acquisition, Customer Experience Management., Effective Communications, Managing Multiple Priorities, Sales Closing and Agreements, Sales Proposals and Presentations, Selling. Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Associates Certifications No Required Certification(s) Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Pay Transparency Base Salary: $37,440.00 - $76,700.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 01/14/2026, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $37.4k-76.7k yearly 12d ago
  • Relationship Banker - Flat Shoals Parkway Financial Center

    Bank of America 4.7company rating

    Finance associate job in Decatur, IL

    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
    $31k-36k yearly est. Auto-Apply 5d ago
  • Correspondent Banker (Title Commensurate with Experience)

    Bankers' Bank 4.4company rating

    Finance associate job in Springfield, IL

    Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years. In addition to specializing in providing correspondent banking products and services to community banks we also provide cash letter/payments and cash management, bank holding company loans, commercial lending, leasing, secondary mortgage products, investment trading, safekeeping and portfolio accounting, credit services, international services, bank card products, and risk management solutions. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Dublin, OH, and Indianapolis, IN. We are seeking a Correspondent Banker in our Southern Illinois market. This role works with existing and develops prospective customer relationships by providing knowledge of Bankers' Bank's products and services. Establish credibility and build relationships to assist efforts in identifying sales opportunities within defined markets. Acts as a liaison between the Bank employees and customers. Role requires business travel. Position Functions: Sales and Service Collaborates with and product experts to educate and provide solutions for customers and prospects. Visit customers and prospects to review current needs and identify future Bank product and services opportunities. Manage the customer relationship including sales, service, communication, problem solving, and conflict resolution. Attend and actively participate in sales meetings and other training opportunities. Represent the Bank in a professional manner at industry-related events. Attend industry events to maintain expert level of knowledge of relevant products, services and topics. Administrative Maximize efficiencies when scheduling customer and prospect calls. Prepare for bank calls. Utilize CRM to document relevant bank call information. Actively maintain an accurate pipeline of prospects. Qualifications Ideal candidates will possess a degree in business, finance, or related field, or an equivalent combination of education and experience, a minimum of five years' banking, lending, or related experience, along with a minimum of two years' business development experience. Banking experience preferred, along with demonstrated cash management knowledge.
    $58k-99k yearly est. 60d+ ago
  • Financial Representative Entry Level

    Northwestern Mutual-Central Illinois 4.5company rating

    Finance associate job in Jacksonville, IL

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual - Central Illinois! At Northwestern Mutual Central Illinois, we are guided by the core values of Courage, Passion, and Growth. These principles shape everything we dofrom how we support our clients to how we build our team. Our culture strikes the balance between professionalism and approachability, creating a collaborative and supportive environment where new Financial Representatives are set up to succeed. During your first year, youll benefit from joint work opportunities, hands-on mentoring, and personalized coaching from seasoned advisors who are truly invested in your development. We believe that growth happens best with accountability, encouragement, and the freedom to learn alongside a strong team. Our commitment to impact extends beyond financial services. We take pride in giving back to our community through support of local organizations such as HSHS St. Johns Childrens Hospital, Contact Ministries, the James Project, and Alexs Lemonade Stand. If you're looking for a career where you can make a differenceboth in your clients lives and in your communitywhile building a business with unlimited potential, wed love to talk with you. Our thriving offices are located: Lincoln office: 2201 Woodlawn Road Lincoln IL 62656 Pittsfield office: 311 W Washington Street Pittsfield IL 62363 Jacksonville office: 606 E State Street Jacksonville IL 62650 Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: D. Patrick Scheina, CLU Managing Director and Wealth Management Advisor: Time with Northwestern Mutual: 22 years Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science. Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peters Catholic Church, and Patrick also serves on the Sangamon County CEO Board. Eli Cook Growth and Development Director: Time with Northwestern Mutual: 11 years Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since. Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting. Brent Shunk Private Wealth Advisor: Time with Northwestern Mutual: 38 years Previous Experience: Brent has spent his entire career with Northwestern Mutual. Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night. Austin Shunk Private Wealth Advisor: Time with Northwestern Mutual: 13 years Previous Experience: Austin has built his entire professional career with Northwestern Mutual. Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking. Sheila Davidsmeyer Financial Advisor: Time with Northwestern Mutual: Over 27 years Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University. Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $40k-61k yearly est. 3d ago
  • Relationship Banker II | Mt. Zion

    First Busey Corporation 4.5company rating

    Finance associate job in Mount Zion, IL

    The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financial services to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational processes. The Relationship Banker II is expected to handle more complex transactions and provide guidance to less experienced staff, while continuing to build customer relationships and promote the bank's services. Duties & Responsibilities Customer Service & Relationship Management * Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships. * Serve as a trusted point of contact for customers, ensuring the highest level of service is provided. * Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs. * Provide guidance to customers on financial products and services that best meet their needs. Sales & Cross-Selling * Actively identify and promote all bank products and services. * Ask clients targeted questions to learn about their financial needs and goals. * Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions. * Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc. Account Management and Support * Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements. * Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders. * Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools. Loan & Credit Processing * Process and assist with customer loan applications, including personal loans and home equity lines of credit. * Conduct initial loan screenings, gather necessary documentation, and work closely with loan officers or other departments to ensure a smooth loan approval process. * Educate customers on loan products, eligibility requirements, and loan terms. Transactions & Cash Handling * Process transactions with a high degree of accuracy. * Balance cash drawer and ensure transactions are accurately recorded and processed. Compliance & Risk Management * Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions. * Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate. * Adhere to privacy regulations and ensure customer data is handled securely and confidentially. Team Support and Mentorship * Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures. * Help foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs. Branch Operations & Administrative Support * Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch. * Support branch leadership in maintaining branch security and ensuring operational efficiency. Education & Experience Knowledge of: * Strong sales and customer service skills * Strong oral and written communication skills * Basic math and accounting functions * The basic tenets of lending and assessing a customer's financial needs Ability to: * Accurately count money * Perform duties and make decisions under frequent time pressures * Stand for extended periods of time * Lift 50 pounds * Explain products and services to current and potential customers * In concert with Banking Center leadership and other LOB, participate in cross-selling Education and Training: * Requires a High School diploma. * 2 years of banking experience with lending responsibilities required * 1 year of previous training and/or combination of mentorship, military or management experience required * Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. * Requires knowledge of Microsoft Office. Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $18-$21/hour) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
    $18-21 hourly Auto-Apply 10d ago
  • Financial Representative Entry Level

    Jump District-Northwestern Mutual

    Finance associate job in Decatur, IL

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Jump District - Northwestern Mutual, were driven by a vision to help people discover and achieve whats possible. Guided by our core values of Courage, Passion, and Growth, our Financial Representatives play a vital role in empowering clients to achieve financial security through education, motivation, and personalized support. Since our founding just five years ago, weve grown from a single full-time advisor to a thriving team of 6 full-time advisors, 6 additional team members, and a dynamic group of College Financial Representatives each year. Our growth reflects our commitment to fostering an environment of continuous improvement, collaboration, and success. As a valued member of our team, youll benefit from expert mentoring, advanced training, and cutting-edge technologyall backed by Northwestern Mutual, a Fortune 500-ranked company with an Aaa rating from Moody's and a leadership position in total dividend payouts, totaling billions annually. Joining Jump District means becoming part of a purpose-driven, growth-oriented team, where youll feel valued and empowered to pursue both personal and professional goals. Our commitment to making a difference extends beyond finance; we are proud to maintain a strategic community partnership with Millikin University, where we sponsor and participate in events such as Millikin Athletics Golf Outings, Youth Basketball Camps, semi-annual Dress for Success events, Career Fairs, and educational talks with nursing students, the Tabor School of Business, and various sports teams. Additionally, we host an annual charity day where our entire office volunteers at the Special Olympics track meet held at Illinois State University in Bloomingtona day of teamwork and service we are proud to support. With a proven path to financial independence, including the potential to earn $150,000+ in your first year, youll have the tools, freedom, and support to make a profound impact on your clients and your career. Our thriving office is located at: 240 S. Main St., Decatur, IL 62523 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Meet Caleb Jump - Managing Director, Jump District With nearly a decade of leadership at Northwestern Mutual, Caleb Jump brings a wealth of experience and a passion for guiding others toward financial success. Before joining Northwestern Mutual, Caleb spent 10 years in mortgage and commercial lending, working with two prominent local banks in Decatur. His background in lending provided him with a deep understanding of financial solutions and community relationships, which he now leverages to help clients and his team thrive. Outside of work, Caleb is a dedicated father of four daughters, actively supporting and coaching their diverse extracurricular pursuits, including basketball, dance, show choir, and volleyball. When he finds time for himself, Caleb enjoys collecting cigars and bourbon, reflecting his appreciation for quality and tradition. Calebs leadership is grounded in his commitment to his family, his team, and his community, making him an integral part of Northwestern Mutuals success. Meet Our Team: Aubrey Jump - Financial Representative Started at NM: September 2024 Prior to NM: Teacher for 15 years at Garfield Montessori School in Decatur before starting with NM. Came on for flexibility of schedule to spend time with her family. Passionate about: Family (4 kids), flexibility to live life, kids, loves track and coaching. KeShawn Marshall - Financial Representative Started at NM: 2022 Prior to NM: Played college football at Millikin University. Interned for 1.5 years during school before transitioning to a full-time role with NM. Achieved Central IL Rookie of the Year. Passionate about: Enjoys traveling locally to Chicago and St. Louis, spending time in the gym, and is a passionate New Orleans Saints fan. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Caleb Jump is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $31k-58k yearly est. 13d ago
  • Financial Sales Consultant

    PNC Financial Services Group, Inc. 4.4company rating

    Finance associate job in Decatur, IL

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Financial Sales Consultant, within PNC's Organizational Financial Wellness, you will be primarily based in Peoria, IL. PNC's Organizational Financial Wellness offers a comprehensive suite of solutions to meet the needs of various businesses and their employees. The Financial Sales Consultant role is designed to help improve employee financial wellbeing, strengthen employee financial awareness, and increase convenience through digital banking that includes money management tools. As a Financial Sales Consultant you will work in an outbound sales capacity, facilitating in-person new hire orientations, delivering financial education seminars and multi-faceted benefits programs to the employee base within our clients' organizations. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Builds the retail customer base through proactive, outbound quality sales conversations. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. * Sells the bank's products and services to existing and prospective clients outside of branch in non-PNC locations, demonstrating how PNC can help them achieve their financial goals. Identifies and independently acts upon sales opportunities to achieve assigned sales goals. Responsible for establishing connections between clients and PNC partners (ie. PNC Investment, PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals. * Grows customer household relationships through onboarding new clients and building a strong pipeline of appointments for branch and PNC partners. Demonstrates value for customers to achieve greater financial well-being by driving deep needs-based conversations. * Creates an exceptional customer experience at events in a variety of external locations to drive desired acquisition, customer loyalty and increased share of wallet. Stengthens client relationships through planning continued on-site events. * Understands PNC capabilities, educates and coaches customers on technology options. * Selling at non-PNC locations requires: Access to a reliable vehicle transportation for travel to multiple work locations on a daily basis; and the ability to lift and carry up to 25 pounds (inclusive of, but not limited to, marketing materials, collateral and/or other promotional items as required). PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Client Relationship Building, Community Development, Competitive Strategies, Customer Loyalty, Group Problem Solving, Negotiation, New Business Development, Relationship Management Competencies Addressing Customer Needs, Branch Banking Services, Customer Acquisition, Customer Experience Management., Effective Communications, Managing Multiple Priorities, Sales Closing and Agreements, Sales Proposals and Presentations, Selling. Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Associates Certifications No Required Certification(s) Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Pay Transparency Base Salary: $37,440.00 - $76,700.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 01/14/2026, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $37.4k-76.7k yearly 12d ago

Learn more about finance associate jobs

How much does a finance associate earn in Springfield, IL?

The average finance associate in Springfield, IL earns between $28,000 and $89,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average finance associate salary in Springfield, IL

$50,000
Job type you want
Full Time
Part Time
Internship
Temporary