Finance representative jobs in Arizona

The Private Banker III develops new deposit, wealth management and loan relationships for high-net-worth clients through prospecting, community involvement and proactive business development activities. The Banker generates loan fee income while maintaining and servicing an existing portfolio of personal and business deposit, wealth management and loan relationships. Duties & Responsibilities * Develop Private Banking deposit and loan relationships with qualifying new and existing clients; refer clients to internal business partners as applicable. * Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships. * Drive deposit growth and wealth management opportunities. * Leverage centers of influence and develop new relationships through prospecting and building community networks at local events. * Ensure all loans adhere to the credit/financial requirements for quality and compliance as determined by the Bank's Loan Policy. * Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge. * Proactively monitor current Private Banking portfolios. * Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services. * Negotiate terms and structure loans based on risk considerations; present credits for approval in accordance with the Bank's Loan Policy. * Analyze, synthesize and communicate complex financial data. * Monitor renewals and maturities as well as gather updated documents from clients. * Order inspections, review /budget, administer draw and funding process for Private Banking construction loans. * Resolve customer complaints and ensure customer satisfaction; support the Net Promoter Score effort to gauge client satisfaction. * Collaborate with the Digital Banking team to open new and service existing client accounts. Education & Experience Knowledge of: * Private Banking loan and deposit products and services. * Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients. * Experience in consumer and commercial lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc. * Strong financial analysis and credit underwriting skills. * Ability to analyze and understand personal financial statements and tax returns. * Strong oral and written communication skills * Strong sales and client service skills * Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures * High Level of Retail and Business Banking customers and trends Ability to: * Make independent decisions * Analyze and interpret numerical data * Perform duties and make decisions under frequent time pressures Education and Training: * Bachelor's degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred. * 5-8 years of banking or management experience required * Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. * Requires knowledge of Microsoft Office. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. Base Pay Range: $145,000.00 - $175,000.00 annually Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Department Traders Employment Type Full Time Location Arizona Workplace type Onsite Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************

Benson, AZ This position will be responsible for the management of generation and native load requirements of any participating member or client. Candidate will be working a rotating shift to provide 24-hour coverage. What We're Looking For Bachelor's or Associate's degree in a related field. 5+ years of professional work experience may be substituted for a degree. Demonstrated proficiency in computers, specifically Microsoft Excel. Competence with mathematics and technical concepts. High degree of analytical, attention to detail and organization skills. Excellent written and oral communication skills Application and use of critical thinking skills. Duties and Responsibilities Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations. Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable. Responsible for filling native load requirements for participating members. Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators. Accurately input data into ACES' software systems. Optimize basic generation by utilizing economic decision-making abilities. Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments. Monitor market conditions and manages optimization opportunities of client portfolios. What You'll Love Working in a casual, fun, and supportive team environment Rotating schedule with a period of time off each month Earning a competitive salary with Medical, Dental, Vision, Life Insurance, and 401k Benefits with Company Contribution and Matching Eligibility for performance-based incentives Paid sick time and vacation Parental Leave Tuition reimbursement Discount programs Opportunities for career development…we love to grow and promote from within!

Benson, AZ This position will be responsible for the management of generation and native load requirements of any participating member or client. Candidate will be working a rotating shift to provide 24-hour coverage. What We're Looking For Bachelor's or Associate's degree in a related field. 5+ years of professional work experience may be substituted for a degree. Demonstrated proficiency in computers, specifically Microsoft Excel. Competence with mathematics and technical concepts. High degree of analytical, attention to detail and organization skills. Excellent written and oral communication skills Application and use of critical thinking skills. Duties and Responsibilities Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations. Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable. Responsible for filling native load requirements for participating members. Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators. Accurately input data into ACES' software systems. Optimize basic generation by utilizing economic decision-making abilities. Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments. Monitor market conditions and manages optimization opportunities of client portfolios. What You'll Love Working in a casual, fun, and supportive team environment Rotating schedule with a period of time off each month Earning a competitive salary with Medical, Dental, Vision, Life Insurance, and 401k Benefits with Company Contribution and Matching Eligibility for performance-based incentives Paid sick time and vacation Parental Leave Tuition reimbursement Discount programs Opportunities for career development…we love to grow and promote from within!

Student Finance Representative - Help Students Fund Their Future Are you passionate about helping people take the first step toward a better life? As a Student Finance Representative, you'll be the guide who helps students understand their financial aid options and start their journey in skilled trades education. What You'll Do: Interview and advise students and families on financial aid programs Walk applicants through FAFSA, aid applications, and eligibility Review and award aid in compliance with federal, state, and school policies Provide friendly, knowledgeable support in person, by phone, and online Stay up to date on regulations and partner closely with Admissions Deliver top-notch service and be a key part of each student's success story Attend and celebrate student achievements at graduation ceremonies What You Need: Associate degree preferred 2+ years in financial aid, customer service, or a related field Strong communication, organization, and people skills A positive attitude and a passion for student success Why You'll Love It: Medical, dental, vision (free options available) 12 paid holidays + your birthday off PTO, 401(k) match, tuition reimbursement Headspace, wellness programs, pet insurance, and more Our Core Values: We are Challenging and Fun, Creating an Incredible Work Environment, full of Genuine People, and always a Force For Good. If you're ready to change lives while building a rewarding career, apply now and start making an impact. Interested? Apply now!

JobID: 210687005 JobSchedule: Full time JobShift: : 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 Virtual Banker III within Consumer Banking, 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 act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities * Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs. * Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience. * Partner with One Chase Partners to connect customers to experts for specialized financial needs. * Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly. * Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively. * Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations. * Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems. * Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits. * Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank. * Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs. Required Qualifications, Capabilities, and Skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. * 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation. * Demonstrated client-first attitude with the ability to create a hospitable and friendly experience. * Strong relationship-building skills, showing genuine care and concern during client interactions. * Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email. * Proficiency in quickly and accurately learning products, services, and procedures. * Ability to work collaboratively as a team to deliver seamless service with care and sincerity. * Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently. * Proven client service experience or comparable experience. * High school diploma, GED, or equivalent. Reading and speaking in both English and Spanish fluently is required for this role. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Experience adhering to banking policies, procedures, and regulatory requirements. * Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients. * College degree or military equivalent. 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: *********************************************************************

AUDITOR GENERAL The Arizona Auditor General serves as an independent source of impartial information concerning State and local governmental entities and provides specific recommendations to improve the operations of those entities. We achieve our mission through the thoroughly specific research, audits, and investigations of our professional team members who educate stakeholders through our reports, alerts, and reviews. Since 1969, our office has continued to innovate, grow, and become one of the most highly regarded leaders in our field. Join our team and make a positive difference in your community by promoting better government for all Arizona's citizens. We look forward to working with you! Financial Audit Intern AUDITOR GENERAL You must apply on our website for this position. Job Location: Address: 2910 N. 44th St., Ste. 410 Phoenix, AZ 85018 Posting Details: Salary: $20 per hour and potential eligibility for college credit You must apply on our website for this position. Key Responsibilities: Help conduct financial statement and compliance audits. Learn and apply the AICPA's generally accepted auditing standards, U.S. Government Auditing Standards, and other federal auditing requirements to our auditees. YOU MUST APPLY ON OUR WEBSITE FOR THIS POSITION. You will be able to upload your resume, unofficial transcripts, and cover letter explaining how your skills are a good fit for the position. Qualifications: Be in your junior or senior year of your accounting bachelor's degree program and have completed some upper division accounting classes or be in a master's degree program. Interest in public service and improving State government. Strong verbal and written communication skills. Well-developed interpersonal skills. HOURS: Flexible hours, 15-40 hours per week, to meet your school schedule. Ready to start your new career? Apply here. AN EQUAL EMPLOYMENT OPPORTUNITY AGENCY Contact Us: If you have any questions, please contact *********************** for assistance.

This position is ideal for undergraduate students to join the Corporate FP&A team as a Finance Intern. Partnering with Global Finance teams, you'll provide support and analysis on various projects to help the company achieve its business goals. Role expectations * Create tools and templates for the Corporate Finance team to drive standardized inputs for consolidation. * Help analyze financial results, identify trends, and provide insights to improve business outcomes. What we're looking for * Education: Currently pursuing a Bachelor's degree in Business Management, Finance, Accounting, or a related field. * Skills: Strong problem-solving abilities and a positive "can-do" attitude. Proficiency in Excel. * Teamwork: Ability to work both independently and collaboratively. .

Job Details AZ, AZ Fully RemoteDescription The Patient Financial Service Representative serves as the first point of contact for patients and insurance companies. This role is responsible for providing excellent customer service by answering inquiries, resolving billing issues, and ensuring a positive experience for all patients and callers. In addition to a rewarding career, we offer a comprehensive benefits package that includes exciting benefits like: Competitive market pay: $18 - $22 DOE Great health insurance benefits Generous 401k matching program up to 5% Paid time off and paid holidays Retirement plan options and so much more... Key Responsibilities: · Answer incoming phone calls, emails, and messages in a courteous and professional manner. · Assist patients with questions related to appointments, billing statements, balances · Document all interactions and updates in the appropriate electronic systems (EHR/EMR). · Resolve patient complaints or escalate issues to the appropriate department when necessary. · Process payments and create payment plans · Explain billing statements, charges, and payment options. · Maintain confidentiality and comply with HIPAA and all applicable healthcare regulations. · Review and update patient insurance information in the system · Identify and resolve insurance claim issues in collaboration with the billing team. · Special projects as assigned. Qualifications · High school diploma or GED required. · Prior experience in a medical office, call center, or healthcare setting preferred. · Knowledge of medical terminology, insurance verification, and HIPAA regulations is a plus. · Strong knowledge of insurance terminology and billing procedures. · Excellent verbal and written communication skills. · Strong customer service and interpersonal skills. · Proficient in using EMR/EHR systems and Microsoft Office Suite. · Ability to multi-task, prioritize, and manage time effectively. · Detail-oriented and dependable, with strong problem-solving skills.

Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer

Company DescriptionJobs for Humanity is collaborating with YUPRO Placement to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: YUPRO Placement Job Description Financial Services Representative-Phoenix, AZ This is an apprenticeship opportunity. This role is in Phoenix, AZ and an in person opportunity. *Candidates must reside within a commutable distance to (Phoenix, AZ)* About this Position Join a national financial services team where you'll build a strong foundation in client engagement, relationship management, and financial service excellence. As a Financial Services Representative Apprentice, you will deliver excellent customer service and develop critical skills through training, hands-on practice, and coaching. This role is a heavy phone-based environment supporting clients with their banking and investment needs. Job Responsibilities • Work in a phone-based environment supporting clients with account servicing and resolution on brokerage accounts. • Identify client needs and refer sales opportunities to the appropriate teams and specialists. • Provide exceptional client care and help clients achieve financial goals through needs-based solutions. • Develop communication techniques to confidently engage with clients by phone and deliver exceptional service. • Collaborate with peers and leaders to ensure a high-quality, consistent client experience. Job Skills/Requirements • Client-focused mindset with a passion for excellence and teamwork. • Self-motivated and goal-oriented with the ability to multitask in a performance-based environment. • Strong communication skills and aptitude for relationship management and sales support. • Ability to identify client needs and provide appropriate solutions or referrals. • Proficiency in computer systems and digital tools. Program Requirements • Completion of an Year Up United Program • 6 months-2 years of relevant work, internship, or customer-facing experience. • Availability during standard business hours (Monday-Friday) with potential Saturday coverage. • Must reside within 30 minutes of the assigned branch. • Ability to work on-site and adhere to banking policies (no personal phone usage during work hours). Additional Information • Comprehensive training and continuous professional development provided. • Career advancement opportunities within a national financial institution. • Must be comfortable working in a high-volume environment • Must refrain from personal phone usage during work hours. • No absences for the first 30 days of assignment Pay Range Pay: $18-20/hr YUPRO Placement is the nation's leading skills-first placement firm placing and promoting historically overlooked talent into permanent hire, apprenticeship, and contract job assignments. We represent clients who support skills-first inclusive hiring practices

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... 401K Salary plus commission/bonus Health benefits Profit sharing Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Ability to make presentations to potential customers Knowledge of financial services products If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Opportunity for advancement ROLE DESCRIPTION: Join Our Winning Team at Scott Christian State Farm Agency! Are you ready to take your career to the next level in a fast-paced, supportive environment where your growth and success truly matter? Scott Christian State Farm Agency is looking for a motivated and organized Financial Services Representative to help us connect with customers and grow our business in auto, home, life, health, and mortgage insurance. Why Join Us? At Scott Christian State Farm Agency, youre more than just an employee youre a key player in a dynamic team that values your energy, ideas, and passion for helping others. We offer a fun, collaborative workplace where your hard work is rewarded and your career path is unlimited. If youre ready to make a real impact and boost your earning potential, this is the place for you! What Youll Do: Build strong, lasting relationships with customers through excellent service and follow-up Guide clients by explaining insurance options tailored to their needs Handle inquiries quickly and professionally, from coverage details to claims and billing Drive business growth by expanding our book of business across multiple insurance lines Collaborate with agents to attract and retain customers in a friendly, team-oriented atmosphere Who You Are: Passionate about delivering outstanding customer service Experienced in sales? Great! (inside sales, retail, telemarketing, or related fields) Ready and willing to earn your Property & Casualty and Life/Health licenses (well support you!) Goal-oriented with a desire to grow your skills and income through marketing and outreach What We Offer: Competitive base salary plus commission and bonuses your success pays off! Paid time off including vacation and sick days Comprehensive health benefits Real opportunities for career advancement and personal growth If youre excited to join a team that values your contributions and is committed to your success, apply now and start your rewarding journey with Scott Christian State Farm Agency!

The Campus Financial Services Specialist employs innovative strategies to grow and retain student membership and expanding overall business growth for the credit union within the university community. Leveraging consultative sales techniques, the Campus Financial Services Specialist promotes relevant products and services to the student demographic to drive adoption and usage. This outward-facing role requires strong presentation abilities, financial acumen, and interpersonal skills to build awareness as well as develop trusted advisor relationships with students. What you will do here: Membership Growth and Account Optimization Provide exceptional in-person service to new and existing members when they visit the on-campus branch. Address service inquiries and provide support regarding basic transactions, account management, and other advisory needs. Build, maintain and deepen member relationships by thorough consultative analysis of their financial profile and campus affiliation status (student, faculty, staff), identifying solutions, and making recommendations that align to enhancing member's financial well-being, with special awareness of student and campus needs Conduct onboarding outreach for new accounts to provide financial education and recommendations to fully optimize their credit union membership and accounts. Meet or exceed targets for new membership growth, account openings and other key metrics. Track progress of goals using the CRM system. Explain loan requirements and processes to borrowers, including full review and evaluation of creditworthiness of potential borrowers while in compliance with university & credit union partnership agreements. Remain knowledgeable on industry trends, competitive campus offerings, economic landscape, and emerging student needs. Adhere to all credit union products, policies, and procedures and regulatory compliance. Campus and Community Involvement Develop and execute strategies for promoting the credit union and its products/services to students and staff on campus and affiliated locations. Conduct presentations, setup booths at campus events and employ other marketing tactics. Represent brand values and enhance on-campus visibility through participation in campus activities and sociocultural events Financial Wellness Education Build on-campus relationships and identify opportunities for credit union involvement to support financial well-being for students, faculty, staff, and surrounding community partners. Conduct educational workshops and events to advise students, faculty, staff, and community members on topics like financial planning, loans, credit, budgeting, and related services Branch operation and support Perform daily opening and closing tasks as scheduled Participate in audit and compliance tasks (such as cash orders, maintenance, and balancing). May be assigned compliance tasks on a rotation basis with other peers. Other duties as assigned. What you will need: High School Diploma or GED required. Currently enrolled in a undergraduate degree program, Finance or Business preferred preferred. At least 1 year of experience in customer service or sales; or, involvement in campus organizations/groups required. 1 year experience with a financial institution preferred. Demonstrated ability to connect and build rapport with university populations, especially students, faculty, parents, staff and community members required. Goal-oriented mindset and tenacity to fulfill performance objectives required. Strong presentation, communication, and interpersonal engagement competencies required. Professional acumen, ethical conduct and cultural awareness when engaging diverse student communities required. Demonstrated capability to accurately explain products and services and share their benefits required. Solid understanding of retail banking landscape and advisory capabilities required. Comfort with using customer relationship management tools and Microsoft Office suite required. Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required. Registered and serve as a Notary Public required. Certified Financial Counselor preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being an inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. Job Description: This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines. Responsibilities: * Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner * Triages client requests and makes referrals to appropriate internal specialists * Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities We'll help you: * Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy * Get training and one-on-one coaching from academy managers who are invested in your success * Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide * Develop techniques to confidently engage with clients by telephone * Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to: * Providing a world class client experience through point of call account servicing and resolution * Working in a well-compensated, highly collaborative environment * Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America You're the kind of person that (required skills): * Must be a current Bank of America Year Up intern with good performance history * Is client-focused with a passion for excellence and a positive team attitude * Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment * Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams * Is an effective communicator with an aptitude for sales and relationship management * Has strong computer skills * Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication * Is ambitious, disciplined, hardworking, resilient and willing to learn * Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST We're a culture that: * Believes in responsible growth and is dedicated to supporting the communities we serve * Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience * Believes diversity makes us stronger, so we can reflect, connect to and meet the needs of our clients around the world * Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs * Skills: * Active Listening * Attention to Detail * Critical Thinking * Customer and Client Focus * Oral Communications * Account Management * Client Experience Branding * Decision Making * Emotional Intelligence * Result Orientation * Adaptability * Coaching * Prioritization * Referral Identification * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

Job DescriptionDescriptionWe are hiring 2-3 traders for Seven Points Arizona office opening this year. Seven Points is excited to offer a unique opportunity to join our team of successful traders. We are looking for candidates who are hard working and dedicated to success, have a passion for finance and the markets, entrepreneurial, humble and willing to learn. Key ResponsibilitiesWe are very open to traders with various backgrounds/education, so long as the candidate can demonstrate knowledge of the markets and the ability and inclination to develop a robust approach to execution strategy.

JobID: 210686991 JobSchedule: Full time JobShift: : 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 Virtual Banker III within Consumer Banking, 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 act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities * Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs. * Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience. * Partner with One Chase Partners to connect customers to experts for specialized financial needs. * Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly. * Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively. * Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations. * Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems. * Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits. * Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank. * Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs. Required Qualifications, Capabilities, and Skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. * 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation. * Demonstrated client-first attitude with the ability to create a hospitable and friendly experience. * Strong relationship-building skills, showing genuine care and concern during client interactions. * Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email. * Proficiency in quickly and accurately learning products, services, and procedures. * Ability to work collaboratively as a team to deliver seamless service with care and sincerity. * Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently. * Proven client service experience or comparable experience. * High school diploma, GED, or equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Experience adhering to banking policies, procedures, and regulatory requirements. * Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients. * College degree or military equivalent. 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: *********************************************************************

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. Successful applicants who have already passed the SIE exam at the time of offer may be eligible for a $2500 bonus, in accordance with terms and conditions set forth in the offer letter. You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start date. You will achieve this through scheduled study time, in depth online resources and on-site coaching and support. The Licensing Program provides you with the coaching and guidance that you'll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7 and Series 63 licensing). These credentials along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill. Responsibilities: * Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders * Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service * Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access * Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk Required Qualifications: * Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence * Ability to engage with clients while navigating multiple screens - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections * Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills * Ability to handle confidential matters and sensitive information in a responsible manner * Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients' financial lives * Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule * Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays * Applies strong critical thinking and problem-solving skills to meet clients' needs * Ability to work under pressure * Can learn and understand technology to assist clients with the latest in Digital and Digital banking * Comfortable receiving ongoing performance feedback and coaching * Ability to learn and adapt to new information and technology platforms * Must be flexible to work various shifts which may include a weekend day 1st and 2nd shifts available Desired Qualifications: * Bilingual Spanish Skills: * Account Management * Customer and Client Focus * Issue Management * Oral Communications * Regulatory Compliance * Active Listening * Adaptability * Problem Solving * Risk Management * Attention to Detail * Business Acumen * Trading * Valuation Ethics and Practice Standards Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent * For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 40