Finance associate jobs in Terre Haute, IN - 28 jobs
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Finance Associate
Relationship Banker
Finance Representative
Finance Manager
Banker
Finance Service Specialist
Finance Analyst
Financial Manager (Deputy Controller)
Department of Justice
Finance associate job in Terre Haute, IN
Corrections professionals who foster a humane and secure environment and ensure public safety by preparing individuals for successful reentry into our communities. Corrections professionals who foster a humane and secure environment and ensure public safety by preparing individuals for successful reentry into our communities.
Overview
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Accepting applications
Open & closing dates
01/14/2026 to 02/05/2026
Salary $124,531 to - $161,889 per year Pay scale & grade GS 14
Locations
1 vacancy in the following locations:
Aliceville, AL
Maxwell AFB, AL
Talladega, AL
Forrest City, AR
Show morefewer locations (45)
Phoenix, AZ
Safford, AZ
Atwater, CA
Lompoc, CA
Victorville, CA
Littleton, CO
Washington, DC
Coleman, FL
Marianna, FL
Miami, FL
Tallahassee, FL
Atlanta, GA
Jesup, GA
Greenville, IL
Marion, IL
Pekin, IL
Terre Haute, IN
Leavenworth, KS
Ashland, KY
Lexington, KY
Manchester, KY
Oakdale, LA
Pollock, LA
Cumberland, MD
Milan, MI
Sandstone, MN
Waseca, MN
Yazoo City, MS
Butner Federal Correctional Complex, NC
Fort Dix, NJ
El Reno, OK
Gregg Township, PA
Loretto, PA
Minersville, PA
Edgefield, SC
Salters, SC
Bastrop, TX
Beaumont, TX
Bryan, TX
La Tuna, TX
Seagoville, TX
Texarkana, TX
Beaver, WV
Bruceton Mills, WV
Glenville, WV
Remote job No Telework eligible No Travel Required 25% or less - Travel may be required for training and/or work related issues. Relocation expenses reimbursed Yes-Reimbursement is authorized for travel and transportation for this position. Appointment type Permanent Work schedule Full-time Service Competitive
Promotion potential
14
Job family (Series)
* 0505 Financial Management
Supervisory status Yes Security clearance Other Drug test Yes Bargaining unit status No
Announcement number N-2026-0040 Control number 854443500
This job is open to
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Internal to an agency
Current federal employees of the hiring agency that posted the job announcement.
Career transition (CTAP, ICTAP, RPL)
Federal employees whose job, agency or department was eliminated and are eligible for priority over other applicants.
Clarification from the agency
* BOP Employees nationwide • DOJ Surplus and Displaced (CTAP) Employees in the local commuting area. • Division: Financial Management Branch, Federal Prison Industries, Washington, DC • Duty Location: Various Approved FPI Locations. Full list below in Agency Benefits Section.
Duties
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The incumbent serves as the Deputy to the Controller and is considered the technical advisor on financial and business matters which affect the policy and direction of the Corporation as a whole.
Advises and provides the Controller and Deputy Assistant Director with appropriate information required to achieve an effective operations program.
Regularly Participates in discussions concerning planning, policy and decision-making for all corporate activities.
Advises and makes recommendations to the UNICOR Business Managers and Accountants pertaining to financial inventory management activities of their respective industrial operations.
Formulates and recommends to the Controller supplemental operating instructions over and above the general procedures outlined in the Corporate Policy and Procedures Manual to accommodate those activities peculiar to these separate divisions.
Requirements
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Conditions of employment
* U.S. Citizenship is Required.
* See Special Conditions of Employment Section.
Career Transition Programs (CTAP): These programs apply to Federal and/or DOJ employees who meet the definition of surplus or displaced from a position in the competitive service. To receive selection priority for this position, you must:
* 1. Meet CTAP eligibility criteria;
* 2. Be rated well-qualified for the position with a score of 85 or above based on scoring at least half of the total possible points for the vacancy KSAs or competencies; and
* 3. Submit the appropriate documentation to support your CTAP eligibility.
NOTE: Applicants claiming CTAP eligibility must complete all assessment questions to be rated under the established ranking criteria.
Qualifications
To be considered for the position, you must meet the following qualification requirements:
Basic Requirement:
A. Degree: accounting; or a degree in a related field such as business administration, finance or public administration that included or was supplemented by 24 semester hours in accounting. The 24 hours may include up to 6 hours of credit in business law. (The term "accounting" means "accounting and/or auditing" in this standard. Similarly, "accountant" should be interpreted, generally, as "accountant and/or auditor.")
OR
B. Combination of education and experience: at least 4 years Of experience in accounting, or an equivalent combination of accounting experience, college-level education and training that provided professional accounting knowledge. The applicant's background must also include one of the following:
* Twenty-four semester hours in accounting or auditing courses of appropriate type and quality. This can include up to 6 hours of business law;
* A certificate as Certified Public Accountant or a Certified Internal Auditor, obtained through written examination; or
* Completion of the requirements for a degree that included substantial course work in accounting or auditing, e.g., 15 semester hours, but that does not fully satisfy the 24 semester hour requirement of paragraph A, provided that (a) the applicant has successfully worked at the full-performance level in accounting, auditing, or a related field, e.g., valuation engineering or financial institution examining; (b) a panel of at least two higher level professional accountants or auditors has determined that the applicant has demonstrated a good knowledge of accounting and of related and underlying fields that equals in breadth, depth, currency, and level of advancement that which is normally associated with successful completion of the 4-year course of study described in paragraph A; and (c) except for literal nonconformance to the requirement of 24 semester hours in accounting, the applicant's education, training, and experience fully meet the specified requirements.
AND
Education:
There is no substitution of education for specialized experience for this position.
Experience:
You must have at least one year of specialized experience equivalent in difficulty and complexity to the next lower grade level. To be creditable, this experience must have equipped the applicant with the particular qualifications to perform successfully the duties of the position, and must typically be in or related to the position to be filled.
Some examples of this qualifying experience are:
* Experience participating in Corporate strategic planning(short and long term) through forecasting of expected economic factors.
* Experience with accounting principles, theories, concepts, and practices to include Corporate accounting, financial reporting, and accounting standards for federal agencies.
* Experience formulating and approving supplemental operating instructions outlined in the Corporate Policy Manual.
* Experience reviewing monthly and quarterly financial data reports and supervising preparation of analysis to determine status of sales, gross earnings, return on productive assets, and other items critical to the Corporation's financial status.
Credit will be given for paid and unpaid experience. To receive proper credit, you must show the actual time (such as the number of hours worked per week) spent in activities.
Your eligibility for consideration will be based on your responses to the questions in the application.
Education
See Qualifications Section for education requirements, if applicable.
ONLY if education is a requirement/substitution for specialized experience, applicant MUST upload legible transcripts as verification of educational requirement. Transcripts MUST be uploaded and electronically linked from USAJOBS at the time you apply and MUST include identifying information to include School Name, Student Name, Degree and Date Awarded (if applicable). All academic degrees and coursework must be completed at a college or university that has obtained accreditation or pre-accreditation status from an accrediting body recognized by the U.S. Department of Education. For a list of schools that meet this criteria, Click Here.
Foreign Education: For information regarding foreign education requirements, please see Foreign Diploma and Credit Recognition at the U.S. Department of Education website: Recognition of Foreign Qualifications.
If you are selected for this position and qualified based on education (i.e. basic education requirement and/or substitution of education), you will be required to provide an OFFICIAL transcript prior to your first day on duty.
Additional information
In accordance with 5 U.S.C. 3307, a maximum entry age of 36 has been established for original appointment to a position in a Bureau of Prisons institution.
The representative rate for this position is $136,984 per annum ($65.64 per hour).
Special Conditions of Employment Section:
Initial appointment to a supervisory/managerial position requires a one-year probationary period.
The incumbent is subject to geographic relocation to meet the needs of the agency.
Appointment is subject to satisfactory completion of a urinalysis, physical, and background investigation. All applicants are subject to National Crime Information Center (NCIC) and credit checks.
All applicants not currently working in an institution will be required to complete a qualification inquiry regarding convictions of misdemeanor crimes of domestic violence in order to be authorized to carry a firearm.
The Core Value Assessment (CVA) is an in-person assessment that must be facilitated at a Bureau of Prisons Human Resource Servicing office. On the day of the scheduled interview, a CVA will be administered. The applicant assessment must be completed within a 70 minute time period and a passing score of 68 must be obtained. Further employment consideration will not be extended if the applicant fails to complete the examination or fails to achieve a passing score. Note: The Core Value Assessment will not be administered to current BOP employees.
Successful completion of the "Introduction to Correctional Techniques," three-week training course at Glynco, Georgia is required.
The addresses listed on the USAJOBS account/resume must be the primary residence at the time of application. You may be required to provide proof of residence.
Additional selections may be made if vacancies occur within the life of the certificate.
Although competitive and non-competitive applications are being accepted, the selecting official may elect to have only one group reviewed.
As a condition of employment for accepting this position, you will be required to serve a 1-year probationary period during which we will evaluate your fitness and whether your continued employment advances the public interest. In determining if your employment advances the public interest, we may consider:
* your performance and conduct;
* the needs and interests of the agency;
* whether your continued employment would advance organizational goals of the agency or the Government; and
* whether your continued employment would advance the efficiency of the Federal service.
Upon completion of your probationary period your employment will be terminated unless you receive certification, in writing, that your continued employment advances the public interest. Exceptions may apply. See 5 CFR part 11.
SALARY RANGE:
Salary reflected on this vacancy announcement is for the "Rest of the U.S."; however, the selectee's salary may be higher based on the worksite/duty station of the appointee. See Salary Tables for your location.
Expand Hide additional information
Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution.
Benefits
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A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits.
Approved duty locations below:
FCI Aliceville, AL
FCC Allenwood, PA
FCI Ashland, KY
FCI Atlanta, GA
FCI Bastrop, TX
FCI Beckley, WV
FCC Beaumont, TX
FPC Bryan, X
FCC Butner, NC
Central Office, Washington, DC
FCC Coleman, FL
FCI Cumberland, MD
FCI Edgefield, SC
FCI Englewood, CO
FCI El Reno, OK
FCC Forrest City, AR
FCI Fort Dix, NJ
FCI Gilmer, WV
FCI Greenville, IL
FCC Hazelton, WV
FCI Jesup, GA
FCI La Tuna, TX
FCI Lexington, KY
FCC Lompoc, CA
FCI Loretto, PA
FCI Leavenworth, KS
FCI Manchester, KY
FCI Marion, IL
FCI Miami, FL
FCI Milan, MI
FPC Montgomery, AL
FCI Marianna, FL
FCC Oakdale, LA
FCI Pekin, IL
FCI Phoenix, AZ
FCC Pollock, LA
FCI Safford, AZ
FCI Schuylkill, PA
FCI Seagoville, TX
FCI Sandstone, MN
FCI Tallahassee, FL
FCI Talladega, AL
FCC Terre Haute, IN
FCI Texarkana, TX
FCC Victorville, CA
FCI Waseca, MN
FCI Williamsburg, SC
FCC Yazoo City, MS
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
How you will be evaluated
You will be evaluated for this job based on how well you meet the qualifications above.
If your composite score exceeds the average score for this job, your resume and supporting documentation will be compared to your online assessment responses and utilized to determine whether you meet the job qualifications listed in this announcement. If your selections are not supported by your application materials, your responses may be adjusted and/or you may be excluded from consideration for this job. If you are found to be among the top candidates, you will be referred to the selecting official for employment consideration.
There are several parts of the application process that affect the overall evaluation of your application:
* Your resume, which is part of your USAJOBS profile;
* Your responses to the eligibility questions;
* Your responses to the online assessment;
* Your supporting documentation, if required.
Time-in-Grade: Federal employees must meet time-in-grade requirements for consideration. You must meet all qualification requirements upon the closing date of this announcement.
What Competencies/Knowledge, Skills and Abilities are Required for this Position?
The following Competencies/Knowledge, Skills and Abilities (KSA's) are required:
* Ability to utilize time and resources in order to devise plans, procedures, or methods to carry out work assignments while applying a knowledge of financial systems.
* Ability to develop, interpret, and apply financial management policies, procedures, and guidelines.
* Ability to supervise subordinates.
* Ability to meet and deal with others.
* Ability to apply accounting concepts, theories, and practices to derive solutions.
You may preview questions for this vacancy.
Benefits
Help
A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits.
Approved duty locations below:
FCI Aliceville, AL
FCC Allenwood, PA
FCI Ashland, KY
FCI Atlanta, GA
FCI Bastrop, TX
FCI Beckley, WV
FCC Beaumont, TX
FPC Bryan, X
FCC Butner, NC
Central Office, Washington, DC
FCC Coleman, FL
FCI Cumberland, MD
FCI Edgefield, SC
FCI Englewood, CO
FCI El Reno, OK
FCC Forrest City, AR
FCI Fort Dix, NJ
FCI Gilmer, WV
FCI Greenville, IL
FCC Hazelton, WV
FCI Jesup, GA
FCI La Tuna, TX
FCI Lexington, KY
FCC Lompoc, CA
FCI Loretto, PA
FCI Leavenworth, KS
FCI Manchester, KY
FCI Marion, IL
FCI Miami, FL
FCI Milan, MI
FPC Montgomery, AL
FCI Marianna, FL
FCC Oakdale, LA
FCI Pekin, IL
FCI Phoenix, AZ
FCC Pollock, LA
FCI Safford, AZ
FCI Schuylkill, PA
FCI Seagoville, TX
FCI Sandstone, MN
FCI Tallahassee, FL
FCI Talladega, AL
FCC Terre Haute, IN
FCI Texarkana, TX
FCC Victorville, CA
FCI Waseca, MN
FCI Williamsburg, SC
FCC Yazoo City, MS
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
Required documents
Required Documents
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Failure to provide legible required documents and/or follow the prescribed format often results in removal from consideration. If uploading documentation, do not identify/save your documents utilizing a special character such as %, #, @, etc. Documentation should be identified/saved as VA Letter, DD-214, or Transcripts.
* Resume: Resume (includes name and contact information) limited to 2 pages showing relevant experience (cover letter optional). Experience that would not normally be part of the Federal employee's position is creditable when documented by satisfactory evidence of qualifying experience (e.g., a memorandum from the manager, Human Resource Manager, SF-52, etc.).
* To receive credit for experience contained in an application, the experience must be documented:
* Reflecting start date and end date in month/year format (MM/YYYY) AND
* Include the number of hours worked per week.
* SF-50: Current or former Federal employees NOT employed by the Bureau of Prisons MUST submit a copy of their SF-50 Form which shows competitive service appointment, tenure group, and salary. If you have promotion potential in your current position, please provide proof. If you are applying for a higher grade, and your experience was gained at a Federal agency other than the Bureau of Prisons, you MUST provide the SF-50 Form which verifies the length of time you have been in your highest grade and supports your claim for time in grade.
* Employees applying with an interchange agreement must provide proof of their permanent appointment.
* Current federal employees NOT employed by the BOP and former federal employees MUST submit a copy of their latest yearly performance appraisal/evaluation.
* CTAP, Click Here, if applicable.
* College transcript: includes the School Name, Student Name, Degree, and Date Awarded (if applicable).
* NOTE: If you are selected, official transcript(s) will be required prior to your first day.
For more help, visit USAJOBS Help Center - What should I include in my resume?
We cannot be held responsible for incompatible software, delays in mail service, applicant application errors, etc.
If you are relying on your education to meet qualification requirements:
Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.
Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
$124.5k-161.9k yearly 8d ago
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Sales - Finance Associate Charleston
Dan Pilson Auto Center
Finance associate job in Charleston, IL
Sales-FinanceAssociate (One Touch) - Charleston Location
Join Pilson Auto Group and Revolutionize the Car-Buying Experience!
Pilson Auto Group, a leader in the automotive industry, invites you to be part of our innovative "One Touch" team at the Charleston location. As a Sales-FinanceAssociate, you'll be at the forefront of transforming how customers purchase vehicles, providing a seamless, efficient, and personalized experience by handling both sales and finance aspects.
Why Choose Pilson Auto Group?
· Customer-Centric Approach: Our "One Touch" model ensures that customers interact with a single, knowledgeable representative throughout their buying journey. This eliminates the traditional back-and-forth between departments, enhancing customer satisfaction by providing transparency, convenience, and speed.
· Skill Development and Comprehensive Training: At Pilson Auto Group, we invest in your growth. You'll receive extensive training to master product knowledge, finance options, and customer service excellence. This role offers a unique opportunity to develop a diverse skill set, making you a key player in the dealership's success.
· Career Advancement Opportunities: We believe in promoting from within and providing our employees with clear career paths. As a Sales-FinanceAssociate, you'll have the opportunity to advance into higher roles within the organization, supported by ongoing professional development programs.
Competitive Compensation and Benefits
This is a salaried position paying $4,000.00 per month for the first 120 days of employment. Starting pay is determined based on several factors, which can include the candidate's experience, qualifications, skills, education, and geographic area. From the 121st day and forward, pay will be calculated using a 90 day rolling average.
Additionally, this position is eligible to receive commission as part of the compensation package. Potential commission varies based on individual performance metrics and role-specific targets.
We're proud to offer a variety of benefits to both our full-time and part-time employees! This full-time position is eligible for the following benefits:
Health Insurance, Dental, & Vision Insurance
Company-Paid Life, Short-Term Disability, and Occupational Accident Insurance
AFLAC - Supplemental insurance offerings available to employees
Employee-Structured Pricing for New and Used Vehicles (full-time employees only)
Employee Discount - Our team employees receive a discount on labor and part purchases at our facilities.
Paid-Time-Off - Providing employees time away from work to recharge their batteries is important to us!
Holiday Pay - Full-time employees receive a paid holiday for our 6 company recognized holidays which include New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, and Christmas Day.
Employee Assistance Program - unlimited phone access to legal, financial, and work-life services
Degrees@Work - Providing full-time employees the opportunity to earn a college degree at no cost!
Jump into the driver's seat of your career and apply today! EEO/AA
Requirements
Your Role and Responsibilities:
1. Comprehensive Customer Guidance: You will guide customers through the entire vehicle purchase process, from initial greeting and needs assessment to vehicle selection, test drives, and finalizing financing arrangements. Your role is crucial in ensuring a smooth, enjoyable experience for every customer.
2. Expert Knowledge Application: Stay updated on the latest vehicle models, features, accessories, and promotions. You will provide expert advice, helping customers make informed decisions that meet their needs and preferences.
3. Sales and Finance Integration: Handle all aspects of the transaction, including pricing discussions, trade-in evaluations, and financing options. You'll be responsible for presenting and explaining all financial products available to customers, ensuring they understand the terms and benefits of their choices.
4. Document Management and Compliance: Accurately complete and manage all required documentation, ensuring compliance with dealership policies and regulatory requirements. Your attention to detail ensures a seamless process from start to finish.
5. Customer Relationship Building: Develop and maintain strong relationships with customers, ensuring a high level of satisfaction and fostering repeat business and referrals. Your role extends beyond the sale, as you become a trusted advisor for future vehicle needs.
6. Team Collaboration and Leadership: Work closely with other team members to create a positive and cohesive work environment. You may also assist in training new staff, sharing your knowledge and expertise to support their development.
Qualifications:
· High school diploma or GED required; college degree preferred.
· Proven experience in automotive sales or a related field, with a track record of meeting or exceeding sales targets.
· Exceptional communication and interpersonal skills, with the ability to build rapport with customers and team members.
· Strong organizational skills and attention to detail.
· Ability to work in a fast-paced environment and manage multiple tasks simultaneously.
About Pilson Auto Group:
With a long-standing reputation for excellence, Pilson Auto Group offers a supportive and dynamic work environment where employees are valued and encouraged to grow. Our commitment to providing high-quality vehicles and exceptional customer service sets us apart in the industry. Join us in Charleston and be part of a team that is dedicated to innovation and customer satisfaction.
Ready to Accelerate Your Career?
If you're passionate about cars and customer service, and eager to be part of a forward-thinking dealership, apply now to join our "One Touch" team at Pilson Auto Group. Together, we'll drive success and create unforgettable customer experiences.
Apply Today!
Salary Description $50,000.00 to $175,000.00
$38k-70k yearly est. 60d+ ago
Retail Relationship Banker
Bank of Montreal
Finance associate job in Indianola, IL
Application Deadline:
01/30/2026
Address:
2412 Indian Trail Road
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Supports customer transactions needs based on customer traffic.
Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
Appropriate lending qualifications and designations.
Working knowledge of personal and small business customer needs and solutions.
Working knowledge of retail investments and lending products.
Experience infinancial services is an asset.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
Passionate commitment to helping our customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary:
$41,714.00 - $69,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Join York CDJR of Brazil as Our Next Finance Manager - Drive Excellence and Elevate Our Success!
At York CDJR of Brazil, we're more than a dealership - we're a dynamic team committed to delivering exceptional automotive experiences. We're seeking a highly motivated, self-driven Finance Manager with a proven track record in automotive financing to join our high-performing team. If you're a strategic thinker who thrives on closing deals, building lasting relationships, and optimizing operations for peak performance, this is your opportunity to take the reins and make our finance department excel. You'll play a pivotal role in enhancing the customer journey, maximizing profitability through smart financing and aftermarket solutions, and collaborating with sales to turn opportunities into triumphs. Bring your passion for innovation and excellence - let's accelerate success together!
Key Responsibilities:
Expertly guide customers through tailored financing options, shopping lenders to secure the best rates and terms while demystifying loan details and addressing questions with clarity and confidence.
Proactively promote and upsell aftermarket products to enhance vehicle purchases, boosting customer satisfaction and dealership revenue.
Foster strong, ongoing relationships with lenders, customers, and internal teams to streamline deals and ensure seamless, compliant transactions from start to finish.
Maintain impeccable accuracy in deal submissions, paperwork processing, and compliance with all company policies, minimizing errors and maximizing efficiency.
Collaborate closely with sales consultants to assess inventory, select ideal vehicles that align with customer needs, and gather all necessary documentation to secure approvals swiftly.
Stay ahead of industry trends in auto financing, continuously innovating to provide cutting-edge solutions and exceptional support throughout the loan process.
Lead with enthusiasm and high energy, acting as a closer who motivates yourself and the team to achieve ambitious goals and elevate overall sales performance.
What We're Looking For - Qualifications and Skills:
3+ years of hands-on experience in automotive finance, with deep knowledge of dealership finance and insurance procedures.
A self-motivated, goal-oriented powerhouse with a positive attitude, strong work ethic, and the drive to independently excel while thriving in a collaborative team environment.
Exceptional communication, negotiation, and customer service skills - both verbal and written - paired with an outgoing, enthusiastic personality that energizes the sales floor.
Proven ability as a detail-oriented closer, with strong organizational skills, follow-up prowess, and proficiency in all aspects of auto sales and paperwork processing.
Telephone and customer-handling expertise, with a professional appearance and commitment to building trust-based relationships.
Willingness to undergo a pre-employment background check and drug screen.
Why York CDJR of Brazil?
Competitive compensation based on experience, with unlimited potential for earnings through performance-driven incentives.
A supportive, team-oriented environment where your ideas and initiative can truly make an impact - we're looking for someone ready to own their role and propel our operations to the next level.
Opportunities for professional growth in a fast-paced automotive industry, surrounded by passionate colleagues who value excellence and innovation.
If you're a finance leader who's eager to take charge, drive results, and help York CDJR of Brazil dominate the market, we want to hear from you! Apply today with your resume and a brief note on why you're the self-driven force ready to make our finance operations shine. York CDJR of Brazil is an equal opportunity employer.
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$73k-104k yearly est. Auto-Apply 24d ago
Financial Representative Trainee (Sales) - Kansas City, KS
Mutual of Omaha Insurance Company 4.7
Finance associate job in Kansas, IL
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
* Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
* $1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
* An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
* 401(k) plan with a 2% company contribution and 6% company match.
* Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
* Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
* You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
* You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
* You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
* You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
* You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
* Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
* Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
* Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
* Be highly self-motivated and results-oriented, working both independently and as part of a team.
* Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
* You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
* Knowledge of the Insurance/Financial Services industry, products and marketing practices.
* Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
$36k-75k yearly 60d+ ago
Pre-Service Financial Clearance
Sullivan County Community Hospital 3.7
Finance associate job in Sullivan, IN
QUALIFICATIONS
Education
High school diploma or equivalent
Associate degree preferred
Experience/Skills
Has one year patient access, medical billing, or prior authorization experience
Possesses medical terminology and CPT/HCPCS/ICD-10 coding knowledge
Demonstrates proficiency in Meditech and MS Excel
Professionally collaborates with staff at various levels throughout the organization, including, but not limited to: Physician Practices, HIM, Information Systems, Patient Financial Services and Clinical Directors
Works efficiently with minimal supervision
Remains flexible to accommodate staffing shortages in the Patient Access department
Required Licenses/Certifications
N/A
Working Conditions
Works in a well-ventilated, well-lit general office environment
Works well under pressure with attention to time constraints
ROUTINE RESPONSIBILITIES
Behavioral Expectations
Consistently complies with established Behavioral Expectations
Essential Duties
Calls patient prior to service to verify demographics and insurance, and notifies of copay amount that is expected at time of service
Verifies insurance eligibility and benefits directly with payer or on payer Website prior to scheduled appointment
Pre-registers patient in Meditech and ensures billing information matches in Athena for clinical staff
Prints face sheet and labels
Documents when unable to reach patient prior to visit so that department secretary can verify demographic information at time of service
Indicates copay amount due on the face sheet sent over to office
Educates insured patient on their insurance benefits payment obligations and installment requirements prior to services
Documents all information obtained during pre-registration activities
Identifies uninsured, underinsured and low-income patients
Refers uninsured, underinsured, and low-income patients to Financial Counselors for financial assistance options and other arrangements prior to patient visit
Collaborates with Patient Account Reps and Front Desk staff before patient is seen to prevent avoidable write-offs
Full Time/Day Shift
80 hours/Bi-weekly
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience infinancial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$34k-66k yearly est. Auto-Apply 60d+ ago
Relationship Banker
Old National Bank 4.4
Finance associate job in Danville, IL
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$17 hourly Auto-Apply 1d ago
Relationship Banker - Crawfordsville Main - Crawfordsville, IN
Jpmorgan Chase 4.8
Finance associate job in Crawfordsville, IN
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$32k-40k yearly est. 13d ago
Financial Counseling Rep I
R1 RCM 4.8
Finance associate job in Brazil, IN
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration
**Essential Responsibilities**
-Initiate process for collecting prepays due and perform follow up activity to ensure maximum collection is achieved.
-Identify hospital, public financial assistance programs for patients unable to meet their financial obligations.
-Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage.
-Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency.
-Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate.
-Contact/check insurance carriers and websites for non-automated eligibility and act as an advocate for the patient.
-Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service.
-Perform all other duties and projects as assigned.
**Education Level**
High School - Equivalent experience will be considered
**Experience Level**
No experience required
**Licenses and Certifications**
Not Specified
**Skills**
Not Specified
**Physical Demands**
-Sitting
-Standing
-Extended Computer Usage
-Walking
**Work Environment**
-Well-lit
-Remote
-Noise Level -Quite
-Climate Controlled
For this US-based position, the base pay range is $15.35 - $23.13 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. (*****************************
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent (***********************************************************************************
To learn more, visit: R1RCM.com
Visit us on Facebook (*******************************
R1 is the leader in healthcare revenue management, helping providers achieve new levels of performance through smart orchestration. A pioneer in the industry, R1 created the first Healthcare Revenue Operating System: a modular, intelligent platform that integrates automation, AI, and human expertise to strengthen the entire revenue cycle. With more than 20 years of experience, R1 partners with 1,000 providers, including 95 of the top 100 U.S. health systems, and handles over 270 million payer transactions annually. This scale provides unmatched operational insight to help healthcare organizations unlock greater long-term value. To learn more, visit: ********************* .
$15.4-23.1 hourly 16d ago
Financial Wellness Representative
Creative Planning Inc. 4.6
Finance associate job in Kansas, IL
For more information. Visit: ************************* com/wp-content/uploads/2026/01/Financial-Wellness-Representative-401k-Brand-Ambassador.
pdf
$29k-40k yearly est. 3d ago
Financial Aid Manager (Internal Applicants Only)
Eastern Illinois University 3.9
Finance associate job in Charleston, IL
Financial Aid & Scholarships Eastern Illinois University is seeking internal candidates for full-time Financial Aid Manager. This position will be responsible for managing State of IL programs. This includes the State of Illinois MAP program, all ISAC programs, ROTC, DORS, DCFS, Upward Mobility, Workforce Investment Act, CEFS, Child of Employee and Civil Service waivers. This position will establish budgets required by the state for participation in these financial aid programs, analyzes eligibility for student applicants, determines dollar values of scholarships and waivers, and bills and reconciles year-end reports. This position also orders and reconciles inventory, supplies and equipment for the Financial Aid Office, handles requests for payment, holds the P-Card for the office, meter/copier readings, work orders, mail pick up & distribution, assists with award letters and mailings, and records retention.
Essential Duties and Responsibilities:
* Manage incoming and outgoing calls.
* Manages all State of IL ISAC programs
* Manages other state and institutional programs which work closely with the MAP grant
* Monitors and records information on office accounts
* Assists with outreach endeavors for new students with other departments such as Admissions
* Performs related duties as assigned.
Minimum Qualifications:
* Any one or combination totaling three (3) years (36 months) from the following categories:
* College coursework in any discipline, as measured by the following conversion table or its proportional equivalent:
* 30 semester hours equals one (1) year (12 months)
* Associate's Degree (60 semester hours) equals eighteen months (18 months)
* 90 semester hours equals two (2) years (24 months)
* Bachelor's Degree (120 semester hours) equals three (3) years (36 months)
* Work experience managing office, business, or customer service/relations activities.
* Two (2) years (24 months) of higher education, student services, or closely related experience.
* One (1) year (12 months) of supervisory experience in higher education, student services, or closely related setting.
Knowledge, Skills and Abilities:
* Knowledge of all federal, state, institutional, and private financial aid regulations as they apply to packaging and disbursement of financial aid, disbursement of refunds, and Satisfactory Academic Progress (SAP).
* Knowledge of the student application process.
* Knowledge of Microsoft Office - Outlook, Excel, and Word and other computer programs.
* Skill in mathematics, calculations, and general accounting.
* Skill in customer service, and oral and written communication.
* Skill in time management, organizing work assignments, and responding quickly and effectively to challenges.
* Ability to supervise.
* Ability to interpret and apply internal and government policies, procedures, and regulations.
* Ability to work in an environment that can be fast-paced and stressful.
Work Hours
The core work hours of this position are Monday through Friday 8:00 a.m.- 4:30 p.m.
Starting Pay Rate
Current starting pay rate for this position is $24.05
This position is a union position; therefore, provisions of the AFSCME collective bargaining agreement/labor contract apply to the filling of this position, including pay rate.
Application Deadline: January 20, 2026
In accordance with Eastern Illinois University policy (IGP #14.1), EIU is generally unable to sponsor or assume sponsorship of an employment visa (e.g., H-1B, OPT, or other) for this Civil Service position.
Required Applicant Documents:
The Civil Service Examination for this classification is a credentials assessment. No participation other than submission of applicant materials is required from qualified applicants.
* Application
* Resume
* References
* Transcripts (where required as a MAQ)
Benefits Overview:
Eastern Illinois University is proud to offer an excellent benefits package designed to support our employees' well-being and career goals.
This position is eligible for the following benefits:
* Comprehensive Medical Coverage: Competitive employee insurance premiums with flexible plan options.
* Vision Insurance: Vision coverage is included with medical at no cost.
* Dental Insurance: Dental plans available to meet your needs.
* Retirement Benefits: Participation in the State University Retirement System, which includes medical insurance benefits upon retirement.
* Tuition Waivers: Opportunities to pursue educational goals through tuition waivers for employees and dependent children.
* Generous Paid Time Off: Up to 12 paid holidays annually, plus earned vacation and sick time.
For more information on our employee benefit programs for this specific position class, please visit ******************************************************
Eastern Illinois University is committed to fostering a learning community where all members feel welcomed and valued. The university provides equality of opportunity in all areas of campus life, and we strive to recognize and appreciate the unique value of our students, faculty, and staff. Every member of campus has the right to learn and work in an environment free of discrimination and harassment, and beyond that, our goal is for all members of our community to develop a strong sense of belonging to Eastern Illinois University.
The University and Community:
Celebrating more than 130 years of excellence, Eastern Illinois University (EIU) is a fully accredited, comprehensive regional residential institution located in Charleston, Illinois-ideally positioned between Chicago, St. Louis, and Indianapolis. The University is known for its individualized attention, supportive relationships, and exceptional outcomes, including high graduation, retention, and career placement rates. Academically, EIU combines personalized learning with nationally respected programs. Small class sizes allow for close mentorship from distinguished faculty, while innovative undergraduate and graduate programs and firsthand opportunities prepare students for meaningful professional and personal growth. Campus life at EIU is vibrant and community oriented. The University features more than 50 buildings within walking distance, extensive recreational facilities, and more than 200 student organizations including NCAA Division I athletics, and 20+ fraternities and sororities. Cultural life thrives at the world-renowned Doudna Fine Arts Center and the Tarble, which bring exceptional artistic and performance experiences to campus and the region. Students, faculty, and staff enjoy the close-knit atmosphere of a classic college town with convenient access to shops, dining, and outdoor recreation-alongside robust service opportunities coordinated through EIU's Office of Civic Engagement and Volunteerism. With its strong alumni network, sustainability efforts, and deep commitment to student success, Eastern Illinois University offers an exceptional environment to live, learn, and work.
Important Information for Applicants:
Eastern Illinois University is an Affirmative Action/ Equal Opportunity Employer committed to diversity, inclusion, and belonging in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, gender identity, gender expression, age, national origin, disability, status as a protected veteran, or any other applicable legally protected characteristics.
Applicants with disabilities are encouraged to apply and may request a reasonable accommodation under the Americans with Disabilities Act to complete the application and/or interview process. If would like to request assistance with the application/interview process, please contact Human Resources at ************** or ****************** for assistance.
Apply Now →
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$24.1 hourly 7d ago
Relationship Banker II ( Robinson IL Branch)
Regions Bank 4.1
Finance associate job in Robinson, IL
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development, and upward mobility.
Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills.
Primary Responsibilities
Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions
Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types
Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose
Owns and resolves customer issues
Refers customers to an internal team of experts when complex financial goals and needs are recognized
Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks
This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information.
Requirements
High School Diploma or GED
Ability to work Saturdays as needed
Ability to handle cash and process cash transactions
Ability to communicate in person, on the phone, and through electronic channels
Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
Ability to walk and stand for extended periods of time
Ability to lift up to twenty (20) pounds
Preferences
Bachelor's degree
Life Insurance License
One (1) year of cash-handling, banking, and/or customer service experience
Skills and Competencies
Ability to adhere to policies, procedures, and guidelines
Ability to assist customers with digital banking offerings
Ability to handle multiple priorities simultaneously
Ability to oversee large sums of cash
Excellent relationship-building skills
Strong communication and customer focus
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$42,390.69 USD
Median:
$50,378.50 USD
Incentive Pay Plans:
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
*************************************************************
Location DetailsEast Main RobinsonLocation:Robinson, Illinois
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
$42.4k-50.4k yearly Auto-Apply 51d ago
Automotive Dealer Finance Manager
York Pontiac Gmc Truck Inc.
Finance associate job in Brazil, IN
Join York CDJR of Brazil as Our Next Finance Manager - Drive Excellence and Elevate Our Success!
At York CDJR of Brazil, we're more than a dealership - we're a dynamic team committed to delivering exceptional automotive experiences. We're seeking a highly motivated, self-driven Finance Manager with a proven track record in automotive financing to join our high-performing team. If you're a strategic thinker who thrives on closing deals, building lasting relationships, and optimizing operations for peak performance, this is your opportunity to take the reins and make our finance department excel. You'll play a pivotal role in enhancing the customer journey, maximizing profitability through smart financing and aftermarket solutions, and collaborating with sales to turn opportunities into triumphs. Bring your passion for innovation and excellence - let's accelerate success together!
Key Responsibilities:
Expertly guide customers through tailored financing options, shopping lenders to secure the best rates and terms while demystifying loan details and addressing questions with clarity and confidence.
Proactively promote and upsell aftermarket products to enhance vehicle purchases, boosting customer satisfaction and dealership revenue.
Foster strong, ongoing relationships with lenders, customers, and internal teams to streamline deals and ensure seamless, compliant transactions from start to finish.
Maintain impeccable accuracy in deal submissions, paperwork processing, and compliance with all company policies, minimizing errors and maximizing efficiency.
Collaborate closely with sales consultants to assess inventory, select ideal vehicles that align with customer needs, and gather all necessary documentation to secure approvals swiftly.
Stay ahead of industry trends in auto financing, continuously innovating to provide cutting-edge solutions and exceptional support throughout the loan process.
Lead with enthusiasm and high energy, acting as a closer who motivates yourself and the team to achieve ambitious goals and elevate overall sales performance.
What We're Looking For - Qualifications and Skills:
3+ years of hands-on experience in automotive finance, with deep knowledge of dealership finance and insurance procedures.
A self-motivated, goal-oriented powerhouse with a positive attitude, strong work ethic, and the drive to independently excel while thriving in a collaborative team environment.
Exceptional communication, negotiation, and customer service skills - both verbal and written - paired with an outgoing, enthusiastic personality that energizes the sales floor.
Proven ability as a detail-oriented closer, with strong organizational skills, follow-up prowess, and proficiency in all aspects of auto sales and paperwork processing.
Telephone and customer-handling expertise, with a professional appearance and commitment to building trust-based relationships.
Willingness to undergo a pre-employment background check and drug screen.
Why York CDJR of Brazil?
Competitive compensation based on experience, with unlimited potential for earnings through performance-driven incentives.
A supportive, team-oriented environment where your ideas and initiative can truly make an impact - we're looking for someone ready to own their role and propel our operations to the next level.
Opportunities for professional growth in a fast-paced automotive industry, surrounded by passionate colleagues who value excellence and innovation.
If you're a finance leader who's eager to take charge, drive results, and help York CDJR of Brazil dominate the market, we want to hear from you! Apply today with your resume and a brief note on why you're the self-driven force ready to make our finance operations shine. York CDJR of Brazil is an equal opportunity employer.
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$73k-104k yearly est. Auto-Apply 24d ago
Relationship Banker
Old National Bank 4.4
Finance associate job in Danville, IL
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
$17 hourly Auto-Apply 60d+ ago
Relationship Banker - Crawfordsville Main - Crawfordsville, IN
Jpmorganchase 4.8
Finance associate job in Crawfordsville, IN
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$32k-40k yearly est. Auto-Apply 15d ago
Financial Counseling Rep II
R1 RCM 4.8
Finance associate job in Brazil, IN
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration
The Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications.
In this role, the successful candidate must display a strong sense of patient care and attention to detail.
_"This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status."_
Responsibilities:
Explain financial responsibilities for services received, payment options and collection procedures to patients or parties responsible for payment.
Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate.
Contact insurance carriers or other sources and act as an advocate for the patient.
Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved.
Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations.
Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage.
Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service.
Maintain accurate documentation of pre-processing information.
Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency.
Perform all other duties and projects as assigned.
Required Qualifications:
High school diploma is required
At least one year of call center experience
Attention to detail
Strong customer service experience
Ability to multi-task and navigate between multiple systems simultaneously
Ability to handle a large volume of incoming calls
Desired Qualifications:
Previous experience as a financial counselor with background in medical terminology preferred
Understanding of State and Federal assistance
Physical Requirements:
See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands.
Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment.
Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations.
Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc.
Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.).
For this US-based position, the base pay range is $15.35 - $23.13 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. (*****************************
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent (***********************************************************************************
To learn more, visit: R1RCM.com
Visit us on Facebook (*******************************
R1 is the leader in healthcare revenue management, helping providers achieve new levels of performance through smart orchestration. A pioneer in the industry, R1 created the first Healthcare Revenue Operating System: a modular, intelligent platform that integrates automation, AI, and human expertise to strengthen the entire revenue cycle. With more than 20 years of experience, R1 partners with 1,000 providers, including 95 of the top 100 U.S. health systems, and handles over 270 million payer transactions annually. This scale provides unmatched operational insight to help healthcare organizations unlock greater long-term value. To learn more, visit: ********************* .
$15.4-23.1 hourly 59d ago
Relationship Banker - Crawfordsville Main - Crawfordsville, IN
JPMC
Finance associate job in Crawfordsville, IN
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$33k-43k yearly est. Auto-Apply 15d ago
Relationship Banker
Old National Bank 4.4
Finance associate job in Danville, IL
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
* Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
* Cross sells products and services and refers to business product partners to ensure client needs are met.
* Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
* Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
* Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
* Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
* Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
* Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
* Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
* Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
* Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
* Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
* Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
* Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
* Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
* Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
* Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
* Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
* Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
* Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
* High School diploma or GED Equivalent
* Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
* Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
* Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
* Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
* Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
* May manage an assigned client portfolio to handle all consumer banking relationship needs.
* Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
* Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
* High School diploma or GED Equivalent
* Minimum one year relationship-based client consultation and/or consultative sales experience
* Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
* Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
How much does a finance associate earn in Terre Haute, IN?
The average finance associate in Terre Haute, IN earns between $25,000 and $81,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Terre Haute, IN